XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,247 shares; 2024Q4: 314,147 shares; 2025Q1: 273,849 shares; 2025Q2: 291,615 shares; 2025Q3: 289,167 shares; 2025Q4: 671,145 shares 671,145 $96.6M 5.6% +381,978 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,638 shares; 2024Q4: 181,433 shares; 2025Q1: 400,971 shares; 2025Q2: 528,982 shares; 2025Q3: 716,747 shares; 2025Q4: 636,564 shares 636,564 $42.8M 2.48% -80,183 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,204 shares; 2024Q4: 666,297 shares; 2025Q1: 681,145 shares; 2025Q2: 625,597 shares; 2025Q3: 863,200 shares; 2025Q4: 728,775 shares 728,775 $39.9M 2.31% -134,425 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,546 shares; 2024Q4: 69,811 shares; 2025Q1: 55,192 shares; 2025Q2: 26,373 shares; 2025Q3: 63,604 shares; 2025Q4: 56,469 shares 56,469 $35.4M 2.05% -7,135 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,185 shares; 2024Q4: 80,821 shares; 2025Q1: 71,107 shares; 2025Q2: 37,956 shares; 2025Q3: 75,264 shares; 2025Q4: 64,262 shares 64,262 $31.4M 1.82% -11,002 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,399 shares; 2024Q4: 612,117 shares; 2025Q1: 674,163 shares; 2025Q2: 618,568 shares; 2025Q3: 627,759 shares; 2025Q4: 640,051 shares 640,051 $29.8M 1.73% +12,292 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,439 shares; 2024Q4: 101,539 shares; 2025Q1: 74,835 shares; 2025Q2: 101,823 shares; 2025Q3: 142,706 shares; 2025Q4: 89,956 shares 89,956 $28.2M 1.64% -52,750 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,412 shares; 2024Q4: 198,004 shares; 2025Q1: 188,760 shares; 2025Q2: 191,069 shares; 2025Q3: 194,554 shares; 2025Q4: 181,170 shares 181,170 $28M 1.63% -13,384 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,032 shares; 2024Q4: 202,223 shares; 2025Q1: 1,040,253 shares; 2025Q2: 247,000 shares; 2025Q3: 223,412 shares; 2025Q4: 264,686 shares 264,686 $26.6M 1.54% +41,274 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,223 shares; 2024Q4: 87,319 shares; 2025Q1: 87,768 shares; 2025Q2: 85,984 shares; 2025Q3: 90,384 shares; 2025Q4: 95,083 shares 95,083 $25.8M 1.5% +4,699 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,440 shares; 2024Q4: 253,258 shares; 2025Q1: 314,379 shares; 2025Q2: 327,075 shares; 2025Q3: 402,993 shares; 2025Q4: 424,443 shares 424,443 $25.8M 1.5% +21,450 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,215 shares; 2024Q4: 36,694 shares; 2025Q1: 69,986 shares; 2025Q2: 79,226 shares; 2025Q3: 80,962 shares; 2025Q4: 120,030 shares 120,030 $25.5M 1.48% +39,068 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,378 shares; 2024Q4: 154,694 shares; 2025Q1: 161,856 shares; 2025Q2: 256,992 shares; 2025Q3: 209,595 shares; 2025Q4: 203,547 shares 203,547 $24M 1.39% -6,048 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,185 shares; 2024Q4: 190,860 shares; 2025Q1: 256,197 shares; 2025Q2: 75,632 shares; 2025Q3: 57,733 shares; 2025Q4: 230,602 shares 230,602 $23.6M 1.37% +172,869 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,618 shares; 2024Q4: 149,670 shares; 2025Q1: 184,530 shares; 2025Q2: 178,046 shares; 2025Q3: 176,348 shares; 2025Q4: 184,669 shares 184,669 $22.8M 1.32% +8,321 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 379,465 shares 379,465 $20.8M 1.2% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,224 shares; 2024Q4: 48,411 shares; 2025Q1: 41,577 shares; 2025Q2: 21,589 shares; 2025Q3: 24,476 shares; 2025Q4: 30,138 shares 30,138 $20.6M 1.2% +5,662 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,704 shares; 2024Q4: 17,837 shares; 2025Q1: 17,475 shares; 2025Q2: 19,073 shares; 2025Q3: 38,188 shares; 2025Q4: 42,567 shares 42,567 $20.6M 1.19% +4,379 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,885 shares; 2024Q4: 143,021 shares; 2025Q1: 127,611 shares; 2025Q2: 142,791 shares; 2025Q3: 146,570 shares; 2025Q4: 167,937 shares 167,937 $20.1M 1.16% +21,367 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,342 shares; 2025Q4: 69,681 shares 69,681 $19.9M 1.15% +68,339 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,091 shares; 2024Q4: 59,845 shares; 2025Q1: 458,292 shares; 2025Q2: 279,391 shares; 2025Q3: 300,274 shares; 2025Q4: 211,407 shares 211,407 $18.9M 1.1% -88,867 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: 18,725 shares; 2025Q2: 28,071 shares; 2025Q3: 49,849 shares; 2025Q4: 52,386 shares 52,386 $18M 1.04% +2,537 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,988 shares; 2024Q4: 158,106 shares; 2025Q1: 155,771 shares; 2025Q2: 240,793 shares; 2025Q3: 243,897 shares; 2025Q4: 228,583 shares 228,583 $17.8M 1.03% -15,314 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,149 shares; 2024Q4: 196,852 shares; 2025Q1: 187,306 shares; 2025Q2: 283,140 shares; 2025Q3: 256,390 shares; 2025Q4: 242,558 shares 242,558 $17.3M 1% -13,832 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,973 shares; 2024Q4: 25,773 shares; 2025Q1: 24,439 shares; 2025Q2: 18,706 shares; 2025Q3: 13,552 shares; 2025Q4: 26,896 shares 26,896 $16.5M 0.96% +13,344 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370,842 shares; 2025Q4: 320,763 shares 320,763 $15.8M 0.91% -50,079 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,215 shares; 2024Q4: 145,340 shares; 2025Q1: 161,397 shares; 2025Q2: 108,918 shares; 2025Q3: 98,884 shares; 2025Q4: 93,561 shares 93,561 $14.5M 0.84% -5,323 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,443 shares; 2024Q4: 40,969 shares; 2025Q1: 44,187 shares; 2025Q2: 112,217 shares; 2025Q3: 98,693 shares; 2025Q4: 74,313 shares 74,313 $13.9M 0.8% -24,380 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,604 shares; 2024Q4: 50,037 shares; 2025Q1: 125,335 shares; 2025Q2: 187,291 shares; 2025Q3: 171,446 shares; 2025Q4: 170,628 shares 170,628 $13.8M 0.8% -818 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,365 shares; 2025Q2: 50,691 shares; 2025Q3: not reported; 2025Q4: 450,999 shares 450,999 $13.7M 0.8% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,876 shares; 2024Q4: 58,049 shares; 2025Q1: 57,165 shares; 2025Q2: 62,684 shares; 2025Q3: 63,862 shares; 2025Q4: 62,389 shares 62,389 $13.7M 0.79% -1,473 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; 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; 2025Q4: 9,064,306 shares 9,064,306 $13.2M 0.77% -2,109,546 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,160 shares; 2024Q4: 72,503 shares; 2025Q1: 131,849 shares; 2025Q2: 169,580 shares; 2025Q3: 143,038 shares; 2025Q4: 128,985 shares 128,985 $13.1M 0.76% -14,053 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,656 shares; 2024Q4: 109,620 shares; 2025Q1: 120,526 shares; 2025Q2: 112,449 shares; 2025Q3: 130,199 shares; 2025Q4: 134,640 shares 134,640 $12.8M 0.74% +4,441 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,862 shares; 2024Q4: 77,003 shares; 2025Q1: 106,165 shares; 2025Q2: 112,020 shares; 2025Q3: 100,718 shares; 2025Q4: 64,545 shares 64,545 $12.8M 0.74% -36,173 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 434,183 shares; 2025Q1: 490,797 shares; 2025Q2: 537,629 shares; 2025Q3: 348,265 shares; 2025Q4: 396,053 shares 396,053 $12.3M 0.72% +47,788 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,363 shares; 2024Q4: 42,176 shares; 2025Q1: 44,881 shares; 2025Q2: 78,472 shares; 2025Q3: 19,793 shares; 2025Q4: 72,372 shares 72,372 $12.3M 0.71% +52,579 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,179 shares; 2024Q4: 202,073 shares; 2025Q1: 206,228 shares; 2025Q2: 198,298 shares; 2025Q3: 141,926 shares; 2025Q4: 132,296 shares 132,296 $12.1M 0.7% -9,630 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,556 shares; 2024Q4: 14,363 shares; 2025Q1: 13,915 shares; 2025Q2: 11,550 shares; 2025Q3: 13,380 shares; 2025Q4: 17,583 shares 17,583 $12M 0.69% +4,203 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,083 shares 250,083 $12M 0.69% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 23,064 shares; 2025Q4: 529,836 shares 529,836 $11.9M 0.69% +506,772 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,449 shares; 2024Q4: 274,039 shares; 2025Q1: 489,699 shares; 2025Q2: 602,810 shares; 2025Q3: 289,463 shares; 2025Q4: 182,391 shares 182,391 $11.7M 0.68% -107,072 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281,376 shares 281,376 $11M 0.64% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,874 shares; 2024Q4: 20,938 shares; 2025Q1: 23,916 shares; 2025Q2: 14,872 shares; 2025Q3: 27,188 shares; 2025Q4: 24,495 shares 24,495 $11M 0.64% -2,693 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,463 shares; 2025Q3: 88,317 shares; 2025Q4: 99,478 shares 99,478 $10.8M 0.63% +11,161 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,414 shares; 2025Q2: 71,885 shares; 2025Q3: 76,176 shares; 2025Q4: 89,192 shares 89,192 $10.8M 0.62% +13,016 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 319,405 shares; 2025Q4: 206,790 shares 206,790 $10.8M 0.62% -112,615 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191,179 shares 191,179 $10.2M 0.59% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 23,840 shares; 2025Q1: 24,474 shares; 2025Q2: 25,264 shares; 2025Q3: 27,989 shares; 2025Q4: 40,433 shares 40,433 $10.1M 0.59% +12,444 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,513 shares; 2024Q4: 51,811 shares; 2025Q1: 31,219 shares; 2025Q2: 43,666 shares; 2025Q3: 64,761 shares; 2025Q4: 126,936 shares 126,936 $10.1M 0.59% +62,175 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167,083 shares; 2025Q1: 344,794 shares; 2025Q2: 335,993 shares; 2025Q3: 353,238 shares; 2025Q4: 391,676 shares 391,676 $9.77M 0.57% +38,438 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,047 shares; 2024Q4: 65,781 shares; 2025Q1: 1,847 shares; 2025Q2: 44,196 shares; 2025Q3: 55,836 shares; 2025Q4: 32,039 shares 32,039 $9.74M 0.56% -23,797 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,558 shares; 2025Q3: 272,692 shares; 2025Q4: 291,996 shares 291,996 $9.72M 0.56% +19,304 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,535 shares; 2025Q2: 213,753 shares; 2025Q3: 231,905 shares; 2025Q4: 246,698 shares 246,698 $9.51M 0.55% +14,793 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,680 shares; 2024Q4: 128,712 shares; 2025Q1: 169,107 shares; 2025Q2: 164,783 shares; 2025Q3: 174,685 shares; 2025Q4: 189,965 shares 189,965 $9.43M 0.55% +15,280 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,246 shares; 2025Q4: 50,412 shares 50,412 $8.63M 0.5% +22,166 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,242 shares; 2024Q4: 108,367 shares; 2025Q1: 73,544 shares; 2025Q2: 79,957 shares; 2025Q3: 136,759 shares; 2025Q4: 157,887 shares 157,887 $8.46M 0.49% +21,128 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288,408 shares 288,408 $8.31M 0.48% new Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,449 shares; 2025Q2: 124,878 shares; 2025Q3: 154,700 shares; 2025Q4: 169,312 shares 169,312 $8.16M 0.47% +14,612 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,991 shares; 2025Q1: not reported; 2025Q2: 2,754 shares; 2025Q3: 47,624 shares; 2025Q4: 45,719 shares 45,719 $8.13M 0.47% -1,905 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 337,948 shares; 2025Q2: 334,516 shares; 2025Q3: 324,408 shares; 2025Q4: 319,993 shares 319,993 $8.12M 0.47% -4,415 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 869,250 shares; 2025Q4: 1,443,076 shares 1,443,076 $7.89M 0.46% +573,826 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,154 shares; 2024Q4: 79,221 shares; 2025Q1: 114,399 shares; 2025Q2: 125,971 shares; 2025Q3: 120,077 shares; 2025Q4: 104,331 shares 104,331 $7.73M 0.45% -15,746 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,370 shares; 2025Q2: 54,527 shares; 2025Q3: 67,968 shares; 2025Q4: 75,900 shares 75,900 $7.71M 0.45% +7,932 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,921 shares; 2024Q4: 93,346 shares; 2025Q1: 113,634 shares; 2025Q2: 117,262 shares; 2025Q3: 138,625 shares; 2025Q4: 144,630 shares 144,630 $7.63M 0.44% +6,005 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,622 shares; 2024Q4: 18,038 shares; 2025Q1: 44,168 shares; 2025Q2: 50,961 shares; 2025Q3: 42,817 shares; 2025Q4: 61,086 shares 61,086 $7.35M 0.43% +18,269 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 17,491 shares; 2025Q1: not reported; 2025Q2: 182,995 shares; 2025Q3: not reported; 2025Q4: 131,424 shares 131,424 $7.21M 0.42% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,411 shares; 2025Q4: 99,781 shares 99,781 $7.16M 0.42% +9,370 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,889 shares; 2024Q4: 34,976 shares; 2025Q1: 48,363 shares; 2025Q2: 52,616 shares; 2025Q3: 59,254 shares; 2025Q4: 30,829 shares 30,829 $7.12M 0.41% -28,425 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,530 shares; 2024Q4: 67,453 shares; 2025Q1: 316,939 shares; 2025Q2: 277,768 shares; 2025Q3: 228,916 shares; 2025Q4: 255,443 shares 255,443 $7.01M 0.41% +26,527 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,839 shares; 2024Q4: 28,829 shares; 2025Q1: 24,134 shares; 2025Q2: 24,122 shares; 2025Q3: 31,713 shares; 2025Q4: 19,702 shares 19,702 $6.82M 0.4% -12,011 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,455 shares; 2025Q1: 1,225,045 shares; 2025Q2: 1,342,641 shares; 2025Q3: 1,226,076 shares; 2025Q4: 1,173,142 shares 1,173,142 $6.66M 0.39% -52,934 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,296 shares; 2025Q1: 1,238 shares; 2025Q2: 2,181 shares; 2025Q3: 2,169 shares; 2025Q4: 6,096 shares 6,096 $6.55M 0.38% +3,927 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,122 shares; 2024Q4: 15,831 shares; 2025Q1: 13,938 shares; 2025Q2: 18,917 shares; 2025Q3: 21,718 shares; 2025Q4: 20,840 shares 20,840 $6.52M 0.38% -878 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 378,504 shares; 2025Q4: 244,513 shares 244,513 $6.45M 0.37% -133,991 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 484,111 shares 484,111 $6.31M 0.37% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,732 shares; 2024Q4: 28,711 shares; 2025Q1: 20,489 shares; 2025Q2: 18,466 shares; 2025Q3: 18,851 shares; 2025Q4: 18,768 shares 18,768 $6.29M 0.36% -83 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545,946 shares; 2025Q3: 578,276 shares; 2025Q4: 769,475 shares 769,475 $6.21M 0.36% +191,199 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310,244 shares 310,244 $6.11M 0.35% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,801 shares; 2024Q4: 80,625 shares; 2025Q1: 166,385 shares; 2025Q2: 132,140 shares; 2025Q3: 98,226 shares; 2025Q4: 143,112 shares 143,112 $6.11M 0.35% +44,886 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 3,044 shares; 2025Q1: 3,499 shares; 2025Q2: 4,163 shares; 2025Q3: 4,371 shares; 2025Q4: 10,642 shares 10,642 $6.1M 0.35% +6,271 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,738 shares; 2024Q4: 189,868 shares; 2025Q1: 105,007 shares; 2025Q2: 177,419 shares; 2025Q3: 59,781 shares; 2025Q4: 63,158 shares 63,158 $6.08M 0.35% +3,377 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,254 shares; 2024Q4: 29,792 shares; 2025Q1: 61,527 shares; 2025Q2: 32,086 shares; 2025Q3: 3,155 shares; 2025Q4: 30,404 shares 30,404 $6.07M 0.35% +27,249 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,724 shares; 2025Q3: 116,287 shares; 2025Q4: 120,891 shares 120,891 $6.05M 0.35% +4,604 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,927 shares; 2024Q4: not reported; 2025Q1: 33,160 shares; 2025Q2: 34,125 shares; 2025Q3: 31,911 shares; 2025Q4: 163,114 shares 163,114 $6.02M 0.35% +131,203 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,476 shares; 2024Q4: 162,316 shares; 2025Q1: 153,090 shares; 2025Q2: 156,677 shares; 2025Q3: 154,553 shares; 2025Q4: 153,095 shares 153,095 $5.73M 0.33% -1,458 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,162 shares; 2024Q4: 139,276 shares; 2025Q1: 159,386 shares; 2025Q2: 142,516 shares; 2025Q3: 151,489 shares; 2025Q4: 170,715 shares 170,715 $5.57M 0.32% +19,226 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,203 shares 69,203 $5.46M 0.32% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,647 shares 106,647 $5.39M 0.31% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,129 shares; 2024Q4: 14,535 shares; 2025Q1: 33,254 shares; 2025Q2: 30,030 shares; 2025Q3: 31,754 shares; 2025Q4: 13,344 shares 13,344 $5.29M 0.31% -18,410 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,073 shares; 2024Q4: 120,622 shares; 2025Q1: 104,945 shares; 2025Q2: 98,586 shares; 2025Q3: 99,067 shares; 2025Q4: 115,188 shares 115,188 $5.06M 0.29% +16,121 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 3,842 shares; 2025Q1: 3,270 shares; 2025Q2: 3,935 shares; 2025Q3: 4,079 shares; 2025Q4: 23,499 shares 23,499 $5.03M 0.29% +19,420 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 849,528 shares; 2025Q1: not reported; 2025Q2: 445,131 shares; 2025Q3: 399,754 shares; 2025Q4: 345,906 shares 345,906 $4.93M 0.29% -53,848 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,589 shares; 2024Q4: 131,141 shares; 2025Q1: 128,425 shares; 2025Q2: 135,559 shares; 2025Q3: 132,392 shares; 2025Q4: 141,888 shares 141,888 $4.75M 0.28% +9,496 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,370 shares; 2024Q4: 66,607 shares; 2025Q1: 66,463 shares; 2025Q2: 92,307 shares; 2025Q3: 93,170 shares; 2025Q4: 66,162 shares 66,162 $4.73M 0.27% -27,008 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,516 shares; 2024Q4: 80,667 shares; 2025Q1: 138,858 shares; 2025Q2: 60,266 shares; 2025Q3: 55,480 shares; 2025Q4: 105,242 shares 105,242 $4.71M 0.27% +49,762 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,519 shares; 2024Q4: 25,269 shares; 2025Q1: 28,223 shares; 2025Q2: 20,394 shares; 2025Q3: 24,128 shares; 2025Q4: 57,403 shares 57,403 $4.67M 0.27% +33,275 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,147 shares; 2025Q2: 48,472 shares; 2025Q3: 61,662 shares; 2025Q4: 45,098 shares 45,098 $4.62M 0.27% -16,564 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 480,853 shares 480,853 $4.52M 0.26% new Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,506 shares; 2024Q4: 134,791 shares; 2025Q1: 136,788 shares; 2025Q2: 133,433 shares; 2025Q3: 130,833 shares; 2025Q4: 120,655 shares 120,655 $4.45M 0.26% -10,178 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,824 shares 54,824 $4.39M 0.25% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,278 shares; 2024Q4: 154,340 shares; 2025Q1: 58,762 shares; 2025Q2: 38,606 shares; 2025Q3: 35,120 shares; 2025Q4: 47,822 shares 47,822 $4.38M 0.25% +12,702 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,065 shares; 2024Q4: 17,931 shares; 2025Q1: 31,905 shares; 2025Q2: 34,384 shares; 2025Q3: 50,777 shares; 2025Q4: 52,125 shares 52,125 $4.18M 0.24% +1,348 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,654,392 shares; 2025Q4: 1,010,186 shares 1,010,186 $4.17M 0.24% -644,206 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,394 shares 119,394 $4.15M 0.24% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,729 shares; 2025Q1: 1,799 shares; 2025Q2: 1,829 shares; 2025Q3: 1,316 shares; 2025Q4: 25,539 shares 25,539 $4.12M 0.24% +24,223 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,774 shares; 2025Q1: 12,255 shares; 2025Q2: 13,882 shares; 2025Q3: 15,115 shares; 2025Q4: 6,231 shares 6,231 $4.11M 0.24% -8,884 Timeline EVMT INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238,656 shares 238,656 $4.05M 0.23% new Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050,683 shares 2,050,683 $4.04M 0.23% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,514 shares; 2024Q4: 54,365 shares; 2025Q1: 87,054 shares; 2025Q2: 101,271 shares; 2025Q3: 100,047 shares; 2025Q4: 93,007 shares 93,007 $4.03M 0.23% -7,040 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,602 shares; 2024Q4: 540,819 shares; 2025Q1: 88,427 shares; 2025Q2: 331,281 shares; 2025Q3: 91,173 shares; 2025Q4: 107,614 shares 107,614 $4.02M 0.23% +16,441 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,967 shares; 2024Q4: 88,403 shares; 2025Q1: 89,957 shares; 2025Q2: 82,854 shares; 2025Q3: 60,451 shares; 2025Q4: 40,080 shares 40,080 $4.02M 0.23% -20,371 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,918 shares; 2024Q4: not reported; 2025Q1: 19,590 shares; 2025Q2: 21,716 shares; 2025Q3: not reported; 2025Q4: 21,472 shares 21,472 $3.99M 0.23% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,997 shares 19,997 $3.94M 0.23% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147,646 shares 147,646 $3.87M 0.22% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,125 shares; 2025Q4: 17,795 shares 17,795 $3.82M 0.22% -24,330 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 721,451 shares; 2025Q2: 455,621 shares; 2025Q3: 1,046,742 shares; 2025Q4: 609,669 shares 609,669 $3.79M 0.22% -437,073 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,885 shares; 2024Q4: 25,349 shares; 2025Q1: 133,927 shares; 2025Q2: 168,747 shares; 2025Q3: 141,131 shares; 2025Q4: 94,873 shares 94,873 $3.76M 0.22% -46,258 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,223 shares; 2025Q1: 148,634 shares; 2025Q2: not reported; 2025Q3: 734,495 shares; 2025Q4: 140,631 shares 140,631 $3.72M 0.22% -593,864 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,123 shares 6,123 $3.7M 0.21% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,403 shares; 2024Q4: 212,958 shares; 2025Q1: 80,202 shares; 2025Q2: 84,899 shares; 2025Q3: 89,566 shares; 2025Q4: 100,350 shares 100,350 $3.65M 0.21% +10,784 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,381 shares; 2024Q4: 33,009 shares; 2025Q1: 33,029 shares; 2025Q2: 32,242 shares; 2025Q3: 32,264 shares; 2025Q4: 32,414 shares 32,414 $3.57M 0.21% +150 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,781 shares 11,781 $3.56M 0.21% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,302 shares; 2024Q4: 88,449 shares; 2025Q1: 72,579 shares; 2025Q2: 72,408 shares; 2025Q3: 82,146 shares; 2025Q4: 82,146 shares 82,146 $3.55M 0.21% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 8,235 shares; 2025Q1: 12,136 shares; 2025Q2: 12,994 shares; 2025Q3: 14,130 shares; 2025Q4: 21,027 shares 21,027 $3.53M 0.2% +6,897 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,535 shares; 2025Q1: 2,343 shares; 2025Q2: 2,890 shares; 2025Q3: 3,178 shares; 2025Q4: 13,588 shares 13,588 $3.49M 0.2% +10,410 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,448 shares; 2024Q4: 19,134 shares; 2025Q1: 21,431 shares; 2025Q2: 25,141 shares; 2025Q3: 27,705 shares; 2025Q4: 33,433 shares 33,433 $3.48M 0.2% +5,728 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,979 shares; 2024Q4: 89,919 shares; 2025Q1: 80,589 shares; 2025Q2: 135,501 shares; 2025Q3: 35,430 shares; 2025Q4: 41,503 shares 41,503 $3.48M 0.2% +6,073 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,736 shares; 2024Q4: 48,660 shares; 2025Q1: 57,903 shares; 2025Q2: 30,179 shares; 2025Q3: 42,606 shares; 2025Q4: 41,597 shares 41,597 $3.45M 0.2% -1,009 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,085 shares; 2024Q4: 59,542 shares; 2025Q1: 28,963 shares; 2025Q2: 35,916 shares; 2025Q3: 40,525 shares; 2025Q4: 45,112 shares 45,112 $3.38M 0.2% +4,587 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,784 shares 9,784 $3.31M 0.19% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,718 shares; 2024Q4: 41,018 shares; 2025Q1: 33,200 shares; 2025Q2: 43,188 shares; 2025Q3: 42,090 shares; 2025Q4: 39,964 shares 39,964 $3.22M 0.19% -2,126 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,502 shares; 2024Q4: not reported; 2025Q1: 33,759 shares; 2025Q2: 24,157 shares; 2025Q3: 34,645 shares; 2025Q4: 37,218 shares 37,218 $3.19M 0.19% +2,573 Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,553,684 shares 2,553,684 $3.19M 0.18% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,318 shares; 2024Q4: 88,636 shares; 2025Q1: 62,604 shares; 2025Q2: 47,260 shares; 2025Q3: 48,669 shares; 2025Q4: 46,811 shares 46,811 $2.92M 0.17% -1,858 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,152 shares; 2024Q4: 30,685 shares; 2025Q1: 32,058 shares; 2025Q2: 31,951 shares; 2025Q3: 34,080 shares; 2025Q4: 37,092 shares 37,092 $2.8M 0.16% +3,012 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,226 shares 19,226 $2.76M 0.16% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,109 shares; 2024Q4: 162,525 shares; 2025Q1: 128,369 shares; 2025Q2: 51,514 shares; 2025Q3: 38,128 shares; 2025Q4: 37,635 shares 37,635 $2.74M 0.16% -493 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 5,117 shares; 2025Q1: 27,513 shares; 2025Q2: 2,043 shares; 2025Q3: 6,247 shares; 2025Q4: 9,184 shares 9,184 $2.72M 0.16% +2,937 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,443 shares; 2024Q4: 51,125 shares; 2025Q1: 23,597 shares; 2025Q2: 24,427 shares; 2025Q3: 24,398 shares; 2025Q4: 28,138 shares 28,138 $2.7M 0.16% +3,740 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,819 shares; 2025Q4: 4,120 shares 4,120 $2.69M 0.16% -1,699 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,442 shares 30,442 $2.68M 0.16% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,701 shares; 2025Q2: 32,634 shares; 2025Q3: 34,187 shares; 2025Q4: 40,612 shares 40,612 $2.68M 0.16% +6,425 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,942 shares; 2024Q4: 186,065 shares; 2025Q1: 99,635 shares; 2025Q2: 522,448 shares; 2025Q3: 42,653 shares; 2025Q4: 55,328 shares 55,328 $2.67M 0.15% +12,675 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,353 shares; 2025Q3: 66,800 shares; 2025Q4: 51,398 shares 51,398 $2.6M 0.15% -15,402 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,532 shares; 2025Q1: 4,242 shares; 2025Q2: 4,294 shares; 2025Q3: 3,726 shares; 2025Q4: 4,952 shares 4,952 $2.49M 0.14% +1,226 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,473 shares; 2024Q4: 9,255 shares; 2025Q1: 8,626 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,675 shares 25,675 $2.47M 0.14% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 18,440 shares; 2025Q1: 123,428 shares; 2025Q2: 16,010 shares; 2025Q3: 67,819 shares; 2025Q4: 30,446 shares 30,446 $2.46M 0.14% -37,373 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,771 shares 7,771 $2.45M 0.14% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,886 shares 9,886 $2.42M 0.14% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 1,976 shares; 2025Q1: 3,762 shares; 2025Q2: 3,791 shares; 2025Q3: 11,529 shares; 2025Q4: 11,280 shares 11,280 $2.33M 0.14% -249 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 30,886 shares 30,886 $2.27M 0.13% +27,614 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,459 shares; 2025Q1: 3,596 shares; 2025Q2: 3,595 shares; 2025Q3: 4,039 shares; 2025Q4: 4,844 shares 4,844 $2.26M 0.13% +805 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,530 shares 34,530 $2.22M 0.13% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,212 shares; 2025Q4: 27,099 shares 27,099 $2.22M 0.13% +887 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,650 shares; 2025Q2: 59,486 shares; 2025Q3: 77,742 shares; 2025Q4: 89,180 shares 89,180 $2.22M 0.13% +11,438 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,263 shares; 2024Q4: 36,320 shares; 2025Q1: 15,733 shares; 2025Q2: 6,945 shares; 2025Q3: 7,027 shares; 2025Q4: 19,507 shares 19,507 $2.22M 0.13% +12,480 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,339 shares; 2024Q4: 120,454 shares; 2025Q1: 57,205 shares; 2025Q2: 27,434 shares; 2025Q3: 20,748 shares; 2025Q4: 25,448 shares 25,448 $2.22M 0.13% +4,700 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,448 shares; 2024Q4: 5,200 shares; 2025Q1: 5,438 shares; 2025Q2: 28,045 shares; 2025Q3: 25,293 shares; 2025Q4: 27,788 shares 27,788 $2.14M 0.12% +2,495 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 3,010 shares; 2025Q1: 2,422 shares; 2025Q2: 2,619 shares; 2025Q3: 2,526 shares; 2025Q4: 2,467 shares 2,467 $2.13M 0.12% -59 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 7,982 shares; 2025Q1: 9,298 shares; 2025Q2: 8,764 shares; 2025Q3: 12,274 shares; 2025Q4: 13,896 shares 13,896 $2.12M 0.12% +1,622 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 4,139 shares; 2025Q1: 5,184 shares; 2025Q2: 4,707 shares; 2025Q3: 6,029 shares; 2025Q4: 6,397 shares 6,397 $2.09M 0.12% +368 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,441 shares 105,441 $2.08M 0.12% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 11,240 shares; 2025Q1: 1,465 shares; 2025Q2: 4,770 shares; 2025Q3: 6,158 shares; 2025Q4: 7,827 shares 7,827 $2.07M 0.12% +1,669 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 16,926 shares; 2025Q1: 5,758 shares; 2025Q2: 19,712 shares; 2025Q3: 24,522 shares; 2025Q4: 29,579 shares 29,579 $2.07M 0.12% +5,057 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,539 shares; 2025Q1: 2,639 shares; 2025Q2: 2,779 shares; 2025Q3: 3,127 shares; 2025Q4: 3,584 shares 3,584 $2.05M 0.12% +457 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,414 shares; 2025Q2: 11,445 shares; 2025Q3: 25,092 shares; 2025Q4: 76,573 shares 76,573 $2.04M 0.12% +51,481 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 7,248 shares; 2025Q1: 8,203 shares; 2025Q2: 7,609 shares; 2025Q3: 8,721 shares; 2025Q4: 8,899 shares 8,899 $2.03M 0.12% +178 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,093 shares; 2024Q4: 99,419 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,994 shares 31,994 $2.03M 0.12% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,254 shares; 2024Q4: 53,227 shares; 2025Q1: 49,152 shares; 2025Q2: 47,776 shares; 2025Q3: 44,292 shares; 2025Q4: 42,605 shares 42,605 $2M 0.12% -1,687 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,288 shares 10,288 $1.99M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,170 shares; 2024Q4: 73,767 shares; 2025Q1: 78,197 shares; 2025Q2: 71,499 shares; 2025Q3: 84,727 shares; 2025Q4: 85,626 shares 85,626 $1.97M 0.11% +899 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,507 shares; 2024Q4: 56,992 shares; 2025Q1: 54,728 shares; 2025Q2: 53,166 shares; 2025Q3: 50,051 shares; 2025Q4: 48,798 shares 48,798 $1.97M 0.11% -1,253 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,217 shares; 2024Q4: 36,719 shares; 2025Q1: 36,719 shares; 2025Q2: 36,719 shares; 2025Q3: 36,459 shares; 2025Q4: 39,125 shares 39,125 $1.94M 0.11% +2,666 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 15,594 shares 15,594 $1.91M 0.11% +13,041 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,940 shares; 2024Q4: 2,944 shares; 2025Q1: 3,929 shares; 2025Q2: 4,337 shares; 2025Q3: 5,883 shares; 2025Q4: 6,547 shares 6,547 $1.89M 0.11% +664 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,007 shares; 2025Q4: 23,828 shares 23,828 $1.89M 0.11% +19,821 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,396 shares; 2024Q4: 12,578 shares; 2025Q1: 12,567 shares; 2025Q2: 11,620 shares; 2025Q3: 16,910 shares; 2025Q4: 20,032 shares 20,032 $1.88M 0.11% +3,122 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,734 shares; 2025Q1: 2,163 shares; 2025Q2: 2,195 shares; 2025Q3: 3,091 shares; 2025Q4: 3,158 shares 3,158 $1.83M 0.11% +67 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,811 shares; 2025Q4: 11,369 shares 11,369 $1.82M 0.11% +1,558 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,590 shares 92,590 $1.81M 0.1% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,573 shares; 2025Q1: 4,609 shares; 2025Q2: 4,499 shares; 2025Q3: 1,776 shares; 2025Q4: 7,497 shares 7,497 $1.81M 0.1% +5,721 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,166 shares; 2024Q4: 34,519 shares; 2025Q1: 33,484 shares; 2025Q2: 36,383 shares; 2025Q3: 38,248 shares; 2025Q4: 38,799 shares 38,799 $1.8M 0.1% +551 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,508 shares; 2024Q4: 23,123 shares; 2025Q1: 22,986 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,094 shares 9,094 $1.79M 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,057 shares; 2024Q4: 24,727 shares; 2025Q1: 43,860 shares; 2025Q2: 53,754 shares; 2025Q3: 56,760 shares; 2025Q4: 51,548 shares 51,548 $1.77M 0.1% -5,212 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,123 shares; 2024Q4: 105,496 shares; 2025Q1: 75,007 shares; 2025Q2: 75,750 shares; 2025Q3: 21,793 shares; 2025Q4: 15,346 shares 15,346 $1.75M 0.1% -6,447 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,303 shares; 2024Q4: 57,719 shares; 2025Q1: 47,157 shares; 2025Q2: 49,105 shares; 2025Q3: 48,507 shares; 2025Q4: 43,757 shares 43,757 $1.71M 0.1% -4,750 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,927 shares; 2024Q4: 19,810 shares; 2025Q1: 7,825 shares; 2025Q2: 29,075 shares; 2025Q3: 37,530 shares; 2025Q4: 38,439 shares 38,439 $1.69M 0.1% +909 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,263 shares; 2025Q1: 4,769 shares; 2025Q2: 4,891 shares; 2025Q3: 5,286 shares; 2025Q4: 5,217 shares 5,217 $1.68M 0.1% -69 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 1,342 shares; 2025Q1: 1,790 shares; 2025Q2: 9,268 shares; 2025Q3: 1,873 shares; 2025Q4: 2,527 shares 2,527 $1.67M 0.1% +654 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,843 shares 110,843 $1.66M 0.1% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 7,733 shares; 2025Q1: 8,941 shares; 2025Q2: 9,595 shares; 2025Q3: 10,264 shares; 2025Q4: 12,426 shares 12,426 $1.65M 0.1% +2,162 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 4,321 shares; 2025Q1: 4,798 shares; 2025Q2: 4,835 shares; 2025Q3: 6,138 shares; 2025Q4: 7,174 shares 7,174 $1.64M 0.1% +1,036 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 4,043 shares; 2025Q1: not reported; 2025Q2: 5,508 shares; 2025Q3: 5,916 shares; 2025Q4: 7,003 shares 7,003 $1.62M 0.09% +1,087 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,190 shares; 2025Q1: 22,037 shares; 2025Q2: 22,037 shares; 2025Q3: 8,504 shares; 2025Q4: 42,365 shares 42,365 $1.61M 0.09% +33,861 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,705 shares; 2025Q1: 31,296 shares; 2025Q2: 30,567 shares; 2025Q3: 21,637 shares; 2025Q4: 15,347 shares 15,347 $1.55M 0.09% -6,290 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,563 shares 3,563 $1.52M 0.09% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,061 shares; 2025Q1: not reported; 2025Q2: 5,175 shares; 2025Q3: 5,932 shares; 2025Q4: 7,697 shares 7,697 $1.5M 0.09% +1,765 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,045 shares; 2024Q4: 6,658 shares; 2025Q1: 18,562 shares; 2025Q2: 6,347 shares; 2025Q3: 7,949 shares; 2025Q4: 7,331 shares 7,331 $1.49M 0.09% -618 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,554 shares 16,554 $1.49M 0.09% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,823 shares; 2024Q4: 28,815 shares; 2025Q1: 44,533 shares; 2025Q2: 44,465 shares; 2025Q3: 44,465 shares; 2025Q4: 33,025 shares 33,025 $1.48M 0.09% -11,440 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,121 shares; 2024Q4: 5,805 shares; 2025Q1: 5,920 shares; 2025Q2: 5,863 shares; 2025Q3: 7,635 shares; 2025Q4: 4,092 shares 4,092 $1.44M 0.08% -3,543 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,461 shares; 2025Q4: 26,314 shares 26,314 $1.42M 0.08% +6,853 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,044 shares; 2024Q4: 106,158 shares; 2025Q1: 29,956 shares; 2025Q2: 30,009 shares; 2025Q3: 31,774 shares; 2025Q4: 27,384 shares 27,384 $1.38M 0.08% -4,390 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,786 shares; 2024Q4: 230,775 shares; 2025Q1: 14,339 shares; 2025Q2: 25,552 shares; 2025Q3: 13,644 shares; 2025Q4: 11,369 shares 11,369 $1.37M 0.08% -2,275 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,620 shares; 2024Q4: 33,317 shares; 2025Q1: 32,997 shares; 2025Q2: 33,616 shares; 2025Q3: 30,916 shares; 2025Q4: 31,980 shares 31,980 $1.34M 0.08% +1,064 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,873 shares; 2024Q4: 29,679 shares; 2025Q1: 30,091 shares; 2025Q2: 11,570 shares; 2025Q3: 12,427 shares; 2025Q4: 11,901 shares 11,901 $1.31M 0.08% -526 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,482 shares; 2024Q4: not reported; 2025Q1: 22,671 shares; 2025Q2: 85,104 shares; 2025Q3: 48,637 shares; 2025Q4: 35,369 shares 35,369 $1.3M 0.08% -13,268 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,527 shares; 2024Q4: 41,602 shares; 2025Q1: 40,646 shares; 2025Q2: 39,326 shares; 2025Q3: 44,940 shares; 2025Q4: 44,454 shares 44,454 $1.29M 0.07% -486 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,613 shares; 2024Q4: 29,518 shares; 2025Q1: 28,508 shares; 2025Q2: 28,508 shares; 2025Q3: 28,508 shares; 2025Q4: 28,508 shares 28,508 $1.26M 0.07% 0 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,879 shares; 2025Q1: 11,888 shares; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares; 2025Q4: 31,379 shares 31,379 $1.23M 0.07% +23,035 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,156 shares; 2025Q2: 6,151 shares; 2025Q3: 15,605 shares; 2025Q4: 19,740 shares 19,740 $1.19M 0.07% +4,135 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,506 shares 46,506 $1.15M 0.07% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,463 shares; 2025Q1: 29,463 shares; 2025Q2: 29,463 shares; 2025Q3: 29,463 shares; 2025Q4: 29,463 shares 29,463 $1.13M 0.07% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,673 shares; 2024Q4: 125,665 shares; 2025Q1: 18,720 shares; 2025Q2: 33,866 shares; 2025Q3: 14,388 shares; 2025Q4: 21,803 shares 21,803 $1.11M 0.06% +7,415 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,502 shares; 2024Q4: 33,646 shares; 2025Q1: 48,410 shares; 2025Q2: 28,112 shares; 2025Q3: 28,112 shares; 2025Q4: 27,172 shares 27,172 $1.11M 0.06% -940 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,343 shares; 2024Q4: 37,790 shares; 2025Q1: 38,045 shares; 2025Q2: 38,150 shares; 2025Q3: 38,445 shares; 2025Q4: 38,571 shares 38,571 $1.06M 0.06% +126 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,673 shares; 2024Q4: 104,556 shares; 2025Q1: 48,130 shares; 2025Q2: 7,924 shares; 2025Q3: 9,043 shares; 2025Q4: 9,364 shares 9,364 $1.04M 0.06% +321 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,611 shares; 2024Q4: 123,668 shares; 2025Q1: 75,078 shares; 2025Q2: 110,116 shares; 2025Q3: 9,355 shares; 2025Q4: 17,723 shares 17,723 $1.04M 0.06% +8,368 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 10,888 shares; 2025Q1: 12,059 shares; 2025Q2: 13,732 shares; 2025Q3: 16,431 shares; 2025Q4: 21,179 shares 21,179 $1.01M 0.06% +4,748 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,993 shares; 2025Q2: not reported; 2025Q3: 13,003 shares; 2025Q4: 11,898 shares 11,898 $995K 0.06% -1,105 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,145 shares; 2025Q1: 34,276 shares; 2025Q2: 34,276 shares; 2025Q3: 34,276 shares; 2025Q4: 38,358 shares 38,358 $987K 0.06% +4,082 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,082 shares; 2024Q4: 11,273 shares; 2025Q1: 12,807 shares; 2025Q2: 12,019 shares; 2025Q3: 15,437 shares; 2025Q4: 17,879 shares 17,879 $983K 0.06% +2,442 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,051 shares; 2024Q4: 56,787 shares; 2025Q1: 46,287 shares; 2025Q2: 46,287 shares; 2025Q3: 46,287 shares; 2025Q4: 39,825 shares 39,825 $954K 0.06% -6,462 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,546 shares; 2024Q4: 6,605 shares; 2025Q1: 6,605 shares; 2025Q2: 6,656 shares; 2025Q3: 6,656 shares; 2025Q4: 6,715 shares 6,715 $950K 0.06% +59 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,329 shares; 2025Q4: 19,110 shares 19,110 $950K 0.06% +13,781 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: 10,179 shares 10,179 $947K 0.05% +7,354 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,971 shares; 2024Q4: 25,379 shares; 2025Q1: 18,667 shares; 2025Q2: 17,538 shares; 2025Q3: 18,593 shares; 2025Q4: 18,475 shares 18,475 $924K 0.05% -118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,098 shares; 2024Q4: 32,098 shares; 2025Q1: 32,098 shares; 2025Q2: 32,098 shares; 2025Q3: 30,646 shares; 2025Q4: 30,646 shares 30,646 $871K 0.05% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,972 shares; 2025Q1: 2,728 shares; 2025Q2: 2,644 shares; 2025Q3: 2,462 shares; 2025Q4: 2,523 shares 2,523 $868K 0.05% +61 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,852 shares; 2025Q1: 26,341 shares; 2025Q2: 13,121 shares; 2025Q3: 17,909 shares; 2025Q4: 18,081 shares 18,081 $856K 0.05% +172 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,507 shares; 2024Q4: 9,507 shares; 2025Q1: 9,507 shares; 2025Q2: 9,507 shares; 2025Q3: 9,507 shares; 2025Q4: 9,507 shares 9,507 $855K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,558 shares; 2025Q4: 30,814 shares 30,814 $853K 0.05% +13,256 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,545 shares; 2025Q2: 7,891 shares; 2025Q3: 12,502 shares; 2025Q4: 9,132 shares 9,132 $851K 0.05% -3,370 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,411 shares; 2024Q4: 12,861 shares; 2025Q1: 10,975 shares; 2025Q2: 27,073 shares; 2025Q3: 11,815 shares; 2025Q4: 4,336 shares 4,336 $845K 0.05% -7,479 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,646 shares; 2025Q2: 7,524 shares; 2025Q3: 8,206 shares; 2025Q4: 8,970 shares 8,970 $845K 0.05% +764 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,358 shares; 2025Q4: 8,588 shares 8,588 $835K 0.05% -43,770 Timeline NEWP NEW PAC METALS CORP More: the full row for NEW PAC METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227,704 shares 227,704 $799K 0.05% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,851 shares; 2024Q4: 17,701 shares; 2025Q1: 18,331 shares; 2025Q2: 13,367 shares; 2025Q3: 14,467 shares; 2025Q4: 14,762 shares 14,762 $794K 0.05% +295 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,022 shares 11,022 $758K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,347 shares; 2024Q4: 34,341 shares; 2025Q1: 28,848 shares; 2025Q2: 28,469 shares; 2025Q3: 25,219 shares; 2025Q4: 25,219 shares 25,219 $746K 0.04% 0 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,137 shares; 2024Q4: 7,364 shares; 2025Q1: 10,913 shares; 2025Q2: 19,592 shares; 2025Q3: not reported; 2025Q4: 16,446 shares 16,446 $740K 0.04% new Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 7,571 shares; 2025Q1: 15,993 shares; 2025Q2: 17,156 shares; 2025Q3: 17,031 shares; 2025Q4: 17,031 shares 17,031 $737K 0.04% 0 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,374 shares; 2024Q4: 8,050 shares; 2025Q1: 8,120 shares; 2025Q2: 9,809 shares; 2025Q3: 10,199 shares; 2025Q4: 10,045 shares 10,045 $729K 0.04% -154 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 16,328 shares; 2025Q1: 17,929 shares; 2025Q2: 6,768 shares; 2025Q3: 8,015 shares; 2025Q4: 6,886 shares 6,886 $725K 0.04% -1,129 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,646 shares; 2025Q1: 1,400 shares; 2025Q2: 1,302 shares; 2025Q3: 1,362 shares; 2025Q4: 1,496 shares 1,496 $724K 0.04% +134 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,157 shares; 2025Q1: 16,283 shares; 2025Q2: 17,987 shares; 2025Q3: 20,992 shares; 2025Q4: 23,503 shares 23,503 $718K 0.04% +2,511 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,421 shares; 2025Q3: 11,867 shares; 2025Q4: 11,275 shares 11,275 $716K 0.04% -592 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 4,783 shares; 2025Q1: 4,872 shares; 2025Q2: 4,938 shares; 2025Q3: 6,130 shares; 2025Q4: 7,134 shares 7,134 $716K 0.04% +1,004 Timeline THD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,964 shares 11,964 $714K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,462 shares; 2024Q4: 5,361 shares; 2025Q1: 5,415 shares; 2025Q2: 7,298 shares; 2025Q3: 8,941 shares; 2025Q4: 8,549 shares 8,549 $713K 0.04% -392 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,877 shares; 2025Q1: 17,867 shares; 2025Q2: 19,762 shares; 2025Q3: 23,510 shares; 2025Q4: 26,405 shares 26,405 $711K 0.04% +2,895 Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,359 shares 12,359 $705K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,325 shares; 2024Q4: 5,176 shares; 2025Q1: 5,146 shares; 2025Q2: 42,829 shares; 2025Q3: 28,698 shares; 2025Q4: 4,393 shares 4,393 $705K 0.04% -24,305 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 5,809 shares; 2025Q1: 5,356 shares; 2025Q2: 5,573 shares; 2025Q3: 5,114 shares; 2025Q4: 4,908 shares 4,908 $703K 0.04% -206 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 1,258 shares; 2025Q1: 1,113 shares; 2025Q2: 1,012 shares; 2025Q3: 9,630 shares; 2025Q4: 1,041 shares 1,041 $701K 0.04% -8,589 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,694 shares; 2025Q3: 14,198 shares; 2025Q4: 10,495 shares 10,495 $680K 0.04% -3,703 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,174 shares; 2025Q2: 13,606 shares; 2025Q3: 10,390 shares; 2025Q4: 8,048 shares 8,048 $672K 0.04% -2,342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,653 shares; 2024Q4: 12,653 shares; 2025Q1: 12,653 shares; 2025Q2: 12,653 shares; 2025Q3: 12,653 shares; 2025Q4: 12,653 shares 12,653 $671K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 24,100 shares; 2025Q1: 24,133 shares; 2025Q2: 24,111 shares; 2025Q3: 24,125 shares; 2025Q4: 24,100 shares 24,100 $670K 0.04% -25 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,023 shares; 2024Q4: 17,048 shares; 2025Q1: 13,088 shares; 2025Q2: 12,832 shares; 2025Q3: 12,812 shares; 2025Q4: 12,937 shares 12,937 $651K 0.04% +125 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,846 shares; 2025Q3: 5,641 shares; 2025Q4: 10,785 shares 10,785 $647K 0.04% +5,144 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,131 shares; 2025Q4: 2,721 shares 2,721 $646K 0.04% -20,410 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,307 shares; 2025Q1: 2,738 shares; 2025Q2: 2,499 shares; 2025Q3: 2,562 shares; 2025Q4: 2,936 shares 2,936 $638K 0.04% +374 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,840 shares; 2024Q4: 17,965 shares; 2025Q1: 15,101 shares; 2025Q2: 14,447 shares; 2025Q3: 13,657 shares; 2025Q4: 13,296 shares 13,296 $626K 0.04% -361 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,690 shares; 2025Q1: 1,404 shares; 2025Q2: 2,920 shares; 2025Q3: 3,159 shares; 2025Q4: 2,998 shares 2,998 $624K 0.04% -161 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,689 shares; 2025Q1: 5,900 shares; 2025Q2: 5,571 shares; 2025Q3: not reported; 2025Q4: 7,558 shares 7,558 $618K 0.04% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 3,450 shares; 2025Q1: 2,793 shares; 2025Q2: 3,049 shares; 2025Q3: not reported; 2025Q4: 4,323 shares 4,323 $615K 0.04% new Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,246 shares; 2024Q4: 25,088 shares; 2025Q1: 24,483 shares; 2025Q2: 18,534 shares; 2025Q3: 18,534 shares; 2025Q4: 18,534 shares 18,534 $607K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 5,675 shares; 2025Q1: 6,034 shares; 2025Q2: 6,407 shares; 2025Q3: 7,018 shares; 2025Q4: 9,145 shares 9,145 $604K 0.03% +2,127 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 5,163 shares; 2025Q1: 776 shares; 2025Q2: 3,580 shares; 2025Q3: 828 shares; 2025Q4: 6,397 shares 6,397 $600K 0.03% +5,569 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,841 shares; 2025Q4: 5,746 shares 5,746 $596K 0.03% +905 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,227 shares; 2025Q1: 2,194 shares; 2025Q2: 1,832 shares; 2025Q3: 2,230 shares; 2025Q4: 3,076 shares 3,076 $588K 0.03% +846 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,768 shares 32,768 $584K 0.03% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,372 shares; 2025Q1: 6,895 shares; 2025Q2: 6,895 shares; 2025Q3: 6,895 shares; 2025Q4: 6,247 shares 6,247 $578K 0.03% -648 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,085 shares; 2025Q2: not reported; 2025Q3: 47,295 shares; 2025Q4: 4,952 shares 4,952 $578K 0.03% -42,343 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,669 shares; 2024Q4: 11,312 shares; 2025Q1: 10,841 shares; 2025Q2: 10,271 shares; 2025Q3: not reported; 2025Q4: 15,849 shares 15,849 $575K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,305 shares; 2025Q4: 25,956 shares 25,956 $569K 0.03% -349 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,876 shares; 2025Q4: 14,426 shares 14,426 $567K 0.03% -450 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,187 shares 8,187 $565K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,299 shares; 2024Q4: 13,436 shares; 2025Q1: 8,807 shares; 2025Q2: 4,897 shares; 2025Q3: 5,877 shares; 2025Q4: 5,607 shares 5,607 $560K 0.03% -270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,877 shares; 2025Q4: 19,721 shares 19,721 $555K 0.03% -10,156 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,320 shares; 2025Q1: 3,269 shares; 2025Q2: 2,486 shares; 2025Q3: 3,684 shares; 2025Q4: 3,704 shares 3,704 $552K 0.03% +20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,951 shares; 2024Q4: 16,973 shares; 2025Q1: 17,000 shares; 2025Q2: 12,653 shares; 2025Q3: 12,653 shares; 2025Q4: 12,653 shares 12,653 $551K 0.03% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,853 shares; 2025Q1: 5,502 shares; 2025Q2: 3,993 shares; 2025Q3: 5,075 shares; 2025Q4: 5,577 shares 5,577 $549K 0.03% +502 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 2,963 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares 2,963 $548K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,012 shares; 2024Q4: 9,012 shares; 2025Q1: 11,234 shares; 2025Q2: 11,234 shares; 2025Q3: 11,234 shares; 2025Q4: 11,234 shares 11,234 $547K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 796 shares; 2025Q1: 568 shares; 2025Q2: 446 shares; 2025Q3: 441 shares; 2025Q4: 445 shares 445 $540K 0.03% +4 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,970 shares; 2025Q3: not reported; 2025Q4: 18,605 shares 18,605 $540K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,197 shares; 2025Q1: 12,197 shares; 2025Q2: 14,644 shares; 2025Q3: 14,534 shares; 2025Q4: 13,618 shares 13,618 $539K 0.03% -916 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,456 shares 5,456 $539K 0.03% new Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 8,091 shares; 2025Q1: 25,684 shares; 2025Q2: 30,916 shares; 2025Q3: 6,232 shares; 2025Q4: 12,566 shares 12,566 $534K 0.03% +6,334 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 9,581 shares; 2025Q1: 9,581 shares; 2025Q2: 10,115 shares; 2025Q3: 10,629 shares; 2025Q4: 10,629 shares 10,629 $530K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,980 shares; 2025Q1: 6,980 shares; 2025Q2: 6,197 shares; 2025Q3: 5,754 shares; 2025Q4: 11,864 shares 11,864 $528K 0.03% +6,110 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,952 shares; 2025Q3: not reported; 2025Q4: 15,466 shares 15,466 $521K 0.03% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 1,854 shares; 2025Q1: 2,563 shares; 2025Q2: 1,715 shares; 2025Q3: 1,848 shares; 2025Q4: 1,699 shares 1,699 $520K 0.03% -149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,541 shares; 2025Q2: 5,289 shares; 2025Q3: 5,310 shares; 2025Q4: 5,020 shares 5,020 $514K 0.03% -290 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,328 shares; 2025Q4: 28,250 shares 28,250 $512K 0.03% -5,078 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,282 shares; 2024Q4: 14,349 shares; 2025Q1: 14,199 shares; 2025Q2: 14,217 shares; 2025Q3: 12,749 shares; 2025Q4: 12,360 shares 12,360 $512K 0.03% -389 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,205 shares; 2025Q1: 3,081 shares; 2025Q2: 2,784 shares; 2025Q3: 11,883 shares; 2025Q4: 1,700 shares 1,700 $503K 0.03% -10,183 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,968 shares 4,968 $499K 0.03% new Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,132 shares; 2024Q4: 25,577 shares; 2025Q1: 20,365 shares; 2025Q2: 17,865 shares; 2025Q3: 17,121 shares; 2025Q4: 16,799 shares 16,799 $488K 0.03% -322 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 893 shares; 2025Q4: 1,355 shares 1,355 $488K 0.03% +462 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,362 shares; 2024Q4: 8,355 shares; 2025Q1: 10,463 shares; 2025Q2: 9,576 shares; 2025Q3: 9,083 shares; 2025Q4: 8,854 shares 8,854 $486K 0.03% -229 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,239 shares; 2024Q4: 28,959 shares; 2025Q1: 24,715 shares; 2025Q2: 23,803 shares; 2025Q3: 23,641 shares; 2025Q4: 23,582 shares 23,582 $477K 0.03% -59 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,308 shares; 2025Q1: 2,509 shares; 2025Q2: 1,542 shares; 2025Q3: 2,246 shares; 2025Q4: 1,510 shares 1,510 $473K 0.03% -736 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,174 shares; 2024Q4: 22,469 shares; 2025Q1: 17,267 shares; 2025Q2: 16,313 shares; 2025Q3: 11,713 shares; 2025Q4: 11,713 shares 11,713 $468K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,205 shares; 2025Q1: 6,116 shares; 2025Q2: 5,243 shares; 2025Q3: 4,302 shares; 2025Q4: 3,243 shares 3,243 $467K 0.03% -1,059 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,393 shares 17,393 $464K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,469 shares; 2024Q4: 6,989 shares; 2025Q1: 9,411 shares; 2025Q2: 8,411 shares; 2025Q3: 8,411 shares; 2025Q4: 8,411 shares 8,411 $463K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 7,139 shares; 2025Q1: 7,848 shares; 2025Q2: 9,008 shares; 2025Q3: 9,476 shares; 2025Q4: 9,732 shares 9,732 $462K 0.03% +256 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 2,457 shares; 2025Q1: 894 shares; 2025Q2: 1,401 shares; 2025Q3: 894 shares; 2025Q4: 975 shares 975 $461K 0.03% +81 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,854 shares; 2024Q4: 19,831 shares; 2025Q1: 13,814 shares; 2025Q2: 10,814 shares; 2025Q3: 10,188 shares; 2025Q4: 10,188 shares 10,188 $445K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,503 shares; 2025Q3: 13,503 shares; 2025Q4: 13,503 shares 13,503 $442K 0.03% 0 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,536 shares 12,536 $441K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,984 shares; 2024Q4: not reported; 2025Q1: 15,281 shares; 2025Q2: 15,324 shares; 2025Q3: 5,000 shares; 2025Q4: 5,163 shares 5,163 $435K 0.03% +163 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,215 shares; 2025Q1: 4,860 shares; 2025Q2: 1,405 shares; 2025Q3: 5,489 shares; 2025Q4: 1,417 shares 1,417 $433K 0.03% -4,072 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 3,881 shares; 2025Q1: 3,889 shares; 2025Q2: 4,816 shares; 2025Q3: 5,180 shares; 2025Q4: 4,317 shares 4,317 $431K 0.02% -863 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,477 shares; 2024Q4: 19,564 shares; 2025Q1: 59,106 shares; 2025Q2: 174,474 shares; 2025Q3: 60,115 shares; 2025Q4: 16,748 shares 16,748 $416K 0.02% -43,367 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,593 shares; 2025Q1: 5,335 shares; 2025Q2: 5,167 shares; 2025Q3: 6,881 shares; 2025Q4: 5,969 shares 5,969 $414K 0.02% -912 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 5,746 shares; 2025Q1: not reported; 2025Q2: 225,160 shares; 2025Q3: 235,315 shares; 2025Q4: 16,734 shares 16,734 $414K 0.02% -218,581 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 5,878 shares; 2025Q1: 1,570 shares; 2025Q2: 1,883 shares; 2025Q3: 2,600 shares; 2025Q4: 2,414 shares 2,414 $413K 0.02% -186 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares 2,855 $410K 0.02% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,645 shares; 2025Q1: 7,658 shares; 2025Q2: 7,729 shares; 2025Q3: 8,446 shares; 2025Q4: 8,722 shares 8,722 $408K 0.02% +276 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,299 shares; 2025Q3: 10,273 shares; 2025Q4: 10,273 shares 10,273 $407K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,071 shares 1,071 $400K 0.02% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 7,781 shares; 2025Q1: 8,405 shares; 2025Q2: 7,372 shares; 2025Q3: 7,101 shares; 2025Q4: 8,787 shares 8,787 $396K 0.02% +1,686 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,015 shares; 2025Q1: 8,015 shares; 2025Q2: 7,980 shares; 2025Q3: 7,980 shares; 2025Q4: 7,980 shares 7,980 $394K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,472 shares; 2025Q1: 1,861 shares; 2025Q2: 1,554 shares; 2025Q3: 2,735 shares; 2025Q4: 1,581 shares 1,581 $389K 0.02% -1,154 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,711 shares 6,711 $389K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,703 shares; 2024Q4: 61,743 shares; 2025Q1: 39,577 shares; 2025Q2: 23,916 shares; 2025Q3: 21,084 shares; 2025Q4: 19,345 shares 19,345 $383K 0.02% -1,739 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,819 shares 1,819 $383K 0.02% +632 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,395 shares; 2024Q4: 18,395 shares; 2025Q1: 18,395 shares; 2025Q2: 18,395 shares; 2025Q3: 16,795 shares; 2025Q4: 15,965 shares 15,965 $382K 0.02% -830 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,311 shares; 2024Q4: 16,738 shares; 2025Q1: 8,463 shares; 2025Q2: 40,888 shares; 2025Q3: 42,879 shares; 2025Q4: 7,083 shares 7,083 $382K 0.02% -35,796 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,283 shares; 2025Q3: 4,431 shares; 2025Q4: 4,583 shares 4,583 $368K 0.02% +152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,208 shares; 2025Q3: 4,578 shares; 2025Q4: 4,599 shares 4,599 $367K 0.02% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,484 shares; 2024Q4: 9,969 shares; 2025Q1: 11,716 shares; 2025Q2: 12,420 shares; 2025Q3: 15,086 shares; 2025Q4: 15,086 shares 15,086 $365K 0.02% 0 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 6,220 shares; 2025Q1: 6,220 shares; 2025Q2: 6,061 shares; 2025Q3: 7,163 shares; 2025Q4: 7,163 shares 7,163 $364K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,960 shares; 2025Q3: not reported; 2025Q4: 4,908 shares 4,908 $361K 0.02% new Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,086 shares; 2024Q4: 12,086 shares; 2025Q1: 12,086 shares; 2025Q2: 12,086 shares; 2025Q3: 12,193 shares; 2025Q4: 12,077 shares 12,077 $357K 0.02% -116 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,464 shares; 2025Q1: not reported; 2025Q2: 4,277 shares; 2025Q3: 5,617 shares; 2025Q4: 6,908 shares 6,908 $351K 0.02% +1,291 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108,571 shares; 2025Q1: 97,582 shares; 2025Q2: 8,873 shares; 2025Q3: 8,538 shares; 2025Q4: 10,888 shares 10,888 $349K 0.02% +2,350 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 27,689 shares; 2025Q1: 4,141 shares; 2025Q2: 4,112 shares; 2025Q3: 4,097 shares; 2025Q4: 4,097 shares 4,097 $348K 0.02% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 7,193 shares; 2025Q1: 7,188 shares; 2025Q2: 5,480 shares; 2025Q3: 4,533 shares; 2025Q4: 4,535 shares 4,535 $346K 0.02% +2 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,896 shares; 2024Q4: 29,896 shares; 2025Q1: 29,896 shares; 2025Q2: 29,896 shares; 2025Q3: 29,896 shares; 2025Q4: 29,896 shares 29,896 $346K 0.02% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 16,325 shares; 2025Q1: not reported; 2025Q2: 15,350 shares; 2025Q3: 25,893 shares; 2025Q4: 12,949 shares 12,949 $339K 0.02% -12,944 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 3,173 shares; 2025Q1: 3,302 shares; 2025Q2: 3,392 shares; 2025Q3: 3,544 shares; 2025Q4: 3,459 shares 3,459 $335K 0.02% -85 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,202 shares; 2025Q1: 1,203 shares; 2025Q2: 1,204 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares 1,205 $335K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,302 shares; 2024Q4: 336,325 shares; 2025Q1: 13,205 shares; 2025Q2: 13,205 shares; 2025Q3: 13,205 shares; 2025Q4: 12,231 shares 12,231 $328K 0.02% -974 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares 1,566 $327K 0.02% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,494 shares; 2025Q1: 2,582 shares; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 2,517 shares 2,517 $327K 0.02% -65 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,962 shares; 2025Q1: 6,962 shares; 2025Q2: 7,060 shares; 2025Q3: 6,962 shares; 2025Q4: 6,962 shares 6,962 $327K 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,974 shares; 2025Q4: 6,008 shares 6,008 $324K 0.02% -26,966 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 9,761 shares; 2025Q1: 10,105 shares; 2025Q2: 9,591 shares; 2025Q3: 2,325 shares; 2025Q4: 2,582 shares 2,582 $323K 0.02% +257 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 4,262 shares; 2025Q1: 3,016 shares; 2025Q2: 2,917 shares; 2025Q3: 2,188 shares; 2025Q4: 2,242 shares 2,242 $322K 0.02% +54 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,770 shares; 2024Q4: 8,041 shares; 2025Q1: 7,715 shares; 2025Q2: 6,132 shares; 2025Q3: 6,030 shares; 2025Q4: 9,222 shares 9,222 $321K 0.02% +3,192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,605 shares; 2024Q4: 35,008 shares; 2025Q1: 7,349 shares; 2025Q2: 7,349 shares; 2025Q3: 8,044 shares; 2025Q4: 8,044 shares 8,044 $321K 0.02% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,452 shares; 2025Q4: 2,472 shares 2,472 $319K 0.02% +20 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,911 shares; 2025Q2: 11,911 shares; 2025Q3: 11,860 shares; 2025Q4: 11,593 shares 11,593 $319K 0.02% -267 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,458 shares; 2025Q1: not reported; 2025Q2: 2,846 shares; 2025Q3: 2,211 shares; 2025Q4: 2,370 shares 2,370 $311K 0.02% +159 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,989 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 832 shares; 2025Q4: 872 shares 872 $308K 0.02% +40 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,756 shares; 2025Q4: 2,440 shares 2,440 $307K 0.02% -316 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,331 shares; 2024Q4: 7,331 shares; 2025Q1: 7,355 shares; 2025Q2: 7,331 shares; 2025Q3: 7,331 shares; 2025Q4: 7,331 shares 7,331 $307K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 8,345 shares; 2025Q1: 8,345 shares; 2025Q2: 8,345 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares 6,150 $303K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,131 shares; 2024Q4: 3,165 shares; 2025Q1: 34,504 shares; 2025Q2: 33,385 shares; 2025Q3: 41,319 shares; 2025Q4: 3,174 shares 3,174 $303K 0.02% -38,145 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares 1,865 $301K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: 3,240 shares 3,240 $298K 0.02% +466 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,064 shares; 2025Q4: 2,681 shares 2,681 $295K 0.02% -2,383 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 6,331 shares; 2025Q1: 6,397 shares; 2025Q2: 6,803 shares; 2025Q3: 6,403 shares; 2025Q4: 6,151 shares 6,151 $295K 0.02% -252 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,215 shares; 2025Q1: 5,215 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 6,155 shares 6,155 $288K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,036 shares 2,036 $287K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,078 shares 2,078 $286K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,588 shares; 2025Q1: 1,595 shares; 2025Q2: 1,603 shares; 2025Q3: 1,611 shares; 2025Q4: 1,619 shares 1,619 $284K 0.02% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares 930 $279K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,945 shares; 2025Q2: 5,502 shares; 2025Q3: 4,457 shares; 2025Q4: 5,255 shares 5,255 $278K 0.02% +798 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 2,501 shares 2,501 $275K 0.02% -400 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,318 shares 11,318 $272K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: not reported; 2025Q1: 513 shares; 2025Q2: 536 shares; 2025Q3: 556 shares; 2025Q4: 593 shares 593 $269K 0.02% +37 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,297 shares 6,297 $268K 0.02% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,129 shares; 2025Q1: 9,360 shares; 2025Q2: 9,405 shares; 2025Q3: 9,984 shares; 2025Q4: 10,156 shares 10,156 $266K 0.02% +172 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $262K 0.02% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,598 shares; 2025Q1: 2,195 shares; 2025Q2: 2,177 shares; 2025Q3: 2,177 shares; 2025Q4: 2,152 shares 2,152 $260K 0.02% -25 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,718 shares; 2024Q4: 60,907 shares; 2025Q1: 828,162 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,868 shares 11,868 $260K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares 903 $260K 0.02% 0 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,617 shares; 2025Q4: 6,707 shares 6,707 $260K 0.02% +1,090 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 821 shares; 2025Q4: 834 shares 834 $257K 0.01% +13 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,714 shares; 2025Q4: 4,212 shares 4,212 $254K 0.01% +498 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,854 shares; 2025Q4: 15,602 shares 15,602 $251K 0.01% +1,748 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 6,804 shares; 2025Q1: not reported; 2025Q2: 2,980 shares; 2025Q3: 2,870 shares; 2025Q4: 2,531 shares 2,531 $251K 0.01% -339 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,559 shares; 2024Q4: 16,227 shares; 2025Q1: 11,572 shares; 2025Q2: 8,874 shares; 2025Q3: 7,892 shares; 2025Q4: 7,380 shares 7,380 $249K 0.01% -512 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 819 shares; 2025Q1: 2,644 shares; 2025Q2: 2,602 shares; 2025Q3: 692 shares; 2025Q4: 753 shares 753 $248K 0.01% +61 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,047 shares; 2025Q1: 762 shares; 2025Q2: 789 shares; 2025Q3: 849 shares; 2025Q4: 913 shares 913 $245K 0.01% +64 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 923 shares; 2025Q4: 841 shares 841 $244K 0.01% -82 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394 shares; 2025Q4: 1,558 shares 1,558 $240K 0.01% +164 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,739 shares; 2024Q4: 11,500 shares; 2025Q1: 10,809 shares; 2025Q2: 8,789 shares; 2025Q3: 8,415 shares; 2025Q4: 8,041 shares 8,041 $238K 0.01% -374 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,797 shares; 2025Q1: 6,842 shares; 2025Q2: 6,025 shares; 2025Q3: 6,092 shares; 2025Q4: 7,001 shares 7,001 $237K 0.01% +909 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,165 shares 4,165 $236K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,642 shares; 2025Q3: 30,697 shares; 2025Q4: 36,290 shares 36,290 $235K 0.01% +5,593 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,456 shares 1,456 $234K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,377 shares; 2025Q4: 11,377 shares 11,377 $234K 0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,111 shares; 2025Q4: 6,150 shares 6,150 $233K 0.01% -111,961 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,231 shares 3,231 $233K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 2,014 shares 2,014 $231K 0.01% -26 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,484 shares; 2025Q1: 5,430 shares; 2025Q2: 4,255 shares; 2025Q3: 3,348 shares; 2025Q4: 3,348 shares 3,348 $229K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 5,655 shares; 2025Q1: 4,954 shares; 2025Q2: 4,541 shares; 2025Q3: 4,257 shares; 2025Q4: 3,967 shares 3,967 $229K 0.01% -290 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,490 shares 8,490 $228K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 2,743 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares 883 $228K 0.01% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,058 shares 2,058 $226K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 712 shares; 2025Q4: 610 shares 610 $226K 0.01% -102 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,251 shares 3,251 $225K 0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,151 shares; 2025Q1: 2,812 shares; 2025Q2: 2,563 shares; 2025Q3: 1,484 shares; 2025Q4: 1,465 shares 1,465 $225K 0.01% -19 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 919 shares 919 $223K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 637 shares 637 $223K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,729 shares; 2025Q4: 16,836 shares 16,836 $222K 0.01% +3,107 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,861 shares; 2024Q4: 13,423 shares; 2025Q1: 13,428 shares; 2025Q2: 13,433 shares; 2025Q3: 13,439 shares; 2025Q4: 13,445 shares 13,445 $222K 0.01% +6 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: not reported; 2025Q1: 8,907 shares; 2025Q2: 8,534 shares; 2025Q3: 6,334 shares; 2025Q4: 5,443 shares 5,443 $222K 0.01% -891 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,016 shares; 2024Q4: 22,979 shares; 2025Q1: 28,182 shares; 2025Q2: 7,601 shares; 2025Q3: 7,601 shares; 2025Q4: 7,576 shares 7,576 $220K 0.01% -25 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 674 shares; 2025Q3: 51 shares; 2025Q4: 41 shares 41 $220K 0.01% -10 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,463 shares 4,463 $220K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,429 shares 3,429 $220K 0.01% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,619 shares; 2024Q4: 94,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,487 shares 1,487 $216K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,718 shares 1,718 $216K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,002 shares 4,002 $214K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares 4,400 $213K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,836 shares; 2025Q2: 2,029 shares; 2025Q3: 1,763 shares; 2025Q4: 1,402 shares 1,402 $213K 0.01% -361 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,623 shares 13,623 $212K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,754 shares; 2024Q4: 20,754 shares; 2025Q1: 20,754 shares; 2025Q2: 20,754 shares; 2025Q3: 20,754 shares; 2025Q4: 20,754 shares 20,754 $211K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,449 shares 2,449 $211K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 8,436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,301 shares; 2025Q4: 7,873 shares 7,873 $210K 0.01% -428 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,114 shares; 2025Q2: 1,118 shares; 2025Q3: 1,284 shares; 2025Q4: 1,141 shares 1,141 $210K 0.01% -143 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,985 shares; 2025Q1: 9,461 shares; 2025Q2: 1,524 shares; 2025Q3: not reported; 2025Q4: 1,144 shares 1,144 $210K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 534 shares 534 $208K 0.01% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,998 shares; 2025Q4: 21,116 shares 21,116 $204K 0.01% +3,118 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,665 shares 7,665 $203K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,249 shares 2,249 $202K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 689 shares; 2025Q4: 682 shares 682 $202K 0.01% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,246 shares; 2025Q3: 20,339 shares; 2025Q4: 25,647 shares 25,647 $202K 0.01% +5,308 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares 1,974 $201K 0.01% new Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,807 shares 7,807 $201K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,909 shares; 2025Q3: 28,711 shares; 2025Q4: 39,288 shares 39,288 $159K 0.01% +10,577 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,382 shares; 2025Q1: not reported; 2025Q2: 10,068 shares; 2025Q3: 10,068 shares; 2025Q4: 10,043 shares 10,043 $133K 0.01% -25 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,504 shares; 2024Q4: 15,560 shares; 2025Q1: 14,113 shares; 2025Q2: 13,897 shares; 2025Q3: 13,369 shares; 2025Q4: 13,484 shares 13,484 $104K 0.01% +115 Timeline TBI TRUEBLUE INC More: the full row for TRUEBLUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,048 shares; 2024Q4: 35,273 shares; 2025Q1: 35,273 shares; 2025Q2: 35,273 shares; 2025Q3: 21,423 shares; 2025Q4: 21,423 shares 21,423 $97.5K 0.01% 0 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,418 shares; 2024Q4: 27,236 shares; 2025Q1: 25,593 shares; 2025Q2: 25,092 shares; 2025Q3: 24,045 shares; 2025Q4: 24,166 shares 24,166 $97.1K 0.01% +121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 11,060 shares; 2025Q1: 11,060 shares; 2025Q2: 11,060 shares; 2025Q3: 11,060 shares; 2025Q4: 11,060 shares 11,060 $66.7K <0.01% 0 Timeline CBAT CBAK ENERGY TECHNOLOGY INC More: the full row for CBAK ENERGY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,964 shares; 2024Q4: 14,964 shares; 2025Q1: 14,964 shares; 2025Q2: 14,964 shares; 2025Q3: not reported; 2025Q4: 14,964 shares 14,964 $12.5K <0.01% new Timeline