NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,035 shares 34,035 $961K 0.03% new Timeline DFAS 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: 23,932 shares; 2024Q3: 26,533 shares; 2024Q4: 26,379 shares; 2025Q1: 24,348 shares; 2025Q2: 15,743 shares; 2025Q3: 13,748 shares; 2025Q4: 13,753 shares 13,753 $958K 0.03% +5 Timeline TXS TEXAS CAPITAL FUNDS TRUST More: the full row for TEXAS CAPITAL FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 17,661 shares; 2024Q3: 19,386 shares; 2024Q4: 21,563 shares; 2025Q1: 24,020 shares; 2025Q2: 23,783 shares; 2025Q3: 30,828 shares; 2025Q4: 26,812 shares 26,812 $953K 0.02% -4,016 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,192 shares; 2025Q2: 34,834 shares; 2025Q3: 36,136 shares; 2025Q4: 36,871 shares 36,871 $952K 0.02% +735 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: 75,771 shares; 2024Q3: 71,398 shares; 2024Q4: 6,705 shares; 2025Q1: 6,150 shares; 2025Q2: 81,228 shares; 2025Q3: 7,141 shares; 2025Q4: 7,752 shares 7,752 $951K 0.02% +611 Timeline DIVB 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: 8,944 shares; 2024Q3: 8,944 shares; 2024Q4: 8,944 shares; 2025Q1: 11,807 shares; 2025Q2: 11,807 shares; 2025Q3: 17,023 shares; 2025Q4: 17,893 shares 17,893 $951K 0.02% +870 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,130 shares; 2024Q4: 6,980 shares; 2025Q1: 6,117 shares; 2025Q2: 5,998 shares; 2025Q3: 6,001 shares; 2025Q4: 6,395 shares 6,395 $951K 0.02% +394 Timeline DFEV 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: 13,201 shares; 2024Q3: 20,924 shares; 2024Q4: 28,117 shares; 2025Q1: 28,684 shares; 2025Q2: 26,992 shares; 2025Q3: 27,094 shares; 2025Q4: 28,011 shares 28,011 $945K 0.02% +917 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,223 shares; 2025Q4: 4,137 shares 4,137 $941K 0.02% +2,914 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,810 shares; 2024Q3: 1,691 shares; 2024Q4: 1,717 shares; 2025Q1: 1,684 shares; 2025Q2: 1,779 shares; 2025Q3: 1,871 shares; 2025Q4: 1,614 shares 1,614 $935K 0.02% -257 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,370 shares; 2024Q3: 20,980 shares; 2024Q4: 20,752 shares; 2025Q1: 21,925 shares; 2025Q2: 24,790 shares; 2025Q3: 22,372 shares; 2025Q4: 22,564 shares 22,564 $933K 0.02% +192 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: 9,423 shares; 2024Q3: 9,093 shares; 2024Q4: 9,331 shares; 2025Q1: 8,647 shares; 2025Q2: 3,618 shares; 2025Q3: 2,520 shares; 2025Q4: 7,393 shares 7,393 $930K 0.02% +4,873 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,090 shares; 2024Q3: 10,757 shares; 2024Q4: 9,054 shares; 2025Q1: 9,199 shares; 2025Q2: 4,704 shares; 2025Q3: 5,186 shares; 2025Q4: 6,570 shares 6,570 $929K 0.02% +1,384 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,303 shares; 2025Q1: 13,974 shares; 2025Q2: 17,779 shares; 2025Q3: 18,020 shares; 2025Q4: 21,424 shares 21,424 $928K 0.02% +3,404 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,901 shares; 2024Q3: 9,480 shares; 2024Q4: 14,155 shares; 2025Q1: 17,691 shares; 2025Q2: 18,666 shares; 2025Q3: 19,645 shares; 2025Q4: 19,905 shares 19,905 $922K 0.02% +260 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,737 shares; 2025Q1: 2,776 shares; 2025Q2: 3,747 shares; 2025Q3: 3,936 shares; 2025Q4: 4,054 shares 4,054 $917K 0.02% +118 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,757 shares; 2025Q3: 18,918 shares; 2025Q4: 28,185 shares 28,185 $916K 0.02% +9,267 Timeline IXC 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: 22,376 shares; 2024Q3: 20,986 shares; 2024Q4: 28,245 shares; 2025Q1: 27,415 shares; 2025Q2: 23,024 shares; 2025Q3: 21,824 shares; 2025Q4: 21,780 shares 21,780 $913K 0.02% -44 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,839 shares; 2024Q3: 1,908 shares; 2024Q4: 1,941 shares; 2025Q1: 1,919 shares; 2025Q2: 1,911 shares; 2025Q3: 1,936 shares; 2025Q4: 2,208 shares 2,208 $911K 0.02% +272 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,952 shares; 2024Q3: 7,953 shares; 2024Q4: 8,000 shares; 2025Q1: 8,038 shares; 2025Q2: 8,244 shares; 2025Q3: 11,879 shares; 2025Q4: 11,463 shares 11,463 $910K 0.02% -416 Timeline DFEM 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: not reported; 2024Q3: not reported; 2024Q4: 8,148 shares; 2025Q1: 12,038 shares; 2025Q2: 17,243 shares; 2025Q3: 20,529 shares; 2025Q4: 27,509 shares 27,509 $910K 0.02% +6,980 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: 112,801 shares; 2024Q3: 94,051 shares; 2024Q4: 42,170 shares; 2025Q1: 38,569 shares; 2025Q2: 16,754 shares; 2025Q3: 17,166 shares; 2025Q4: 15,005 shares 15,005 $906K 0.02% -2,161 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 26,849 shares; 2024Q3: 26,849 shares; 2024Q4: 28,889 shares; 2025Q1: 29,661 shares; 2025Q2: 27,621 shares; 2025Q3: 28,021 shares; 2025Q4: 27,221 shares 27,221 $899K 0.02% -800 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: 838 shares; 2024Q3: 1,389 shares; 2024Q4: 18,623 shares; 2025Q1: 2,438 shares; 2025Q2: 2,488 shares; 2025Q3: 2,496 shares; 2025Q4: 2,103 shares 2,103 $897K 0.02% -393 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: 1,765 shares; 2024Q3: 5,904 shares; 2024Q4: 7,598 shares; 2025Q1: 3,348 shares; 2025Q2: 3,442 shares; 2025Q3: 3,049 shares; 2025Q4: 3,062 shares 3,062 $885K 0.02% +13 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,326 shares; 2024Q4: 2,032 shares; 2025Q1: 1,551 shares; 2025Q2: 1,961 shares; 2025Q3: 1,960 shares; 2025Q4: 1,551 shares 1,551 $881K 0.02% -409 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,550 shares; 2024Q3: 13,550 shares; 2024Q4: 13,550 shares; 2025Q1: 13,550 shares; 2025Q2: 13,550 shares; 2025Q3: 14,680 shares; 2025Q4: 33,275 shares 33,275 $876K 0.02% +18,595 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,297 shares; 2025Q1: 10,851 shares; 2025Q2: 8,565 shares; 2025Q3: 7,812 shares; 2025Q4: 8,457 shares 8,457 $872K 0.02% +645 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,500 shares 28,500 $861K 0.02% new 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: 5,502 shares; 2024Q3: 5,495 shares; 2024Q4: 5,495 shares; 2025Q1: 6,165 shares; 2025Q2: 6,365 shares; 2025Q3: 6,069 shares; 2025Q4: 6,054 shares 6,054 $854K 0.02% -15 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,639 shares; 2024Q3: 2,639 shares; 2024Q4: 7,938 shares; 2025Q1: 7,938 shares; 2025Q2: 7,938 shares; 2025Q3: 7,860 shares; 2025Q4: 7,860 shares 7,860 $852K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 2,723 shares; 2025Q3: 3,088 shares; 2025Q4: 3,022 shares 3,022 $844K 0.02% -66 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,250 shares; 2025Q2: 13,319 shares; 2025Q3: 11,906 shares; 2025Q4: 22,966 shares 22,966 $832K 0.02% +11,060 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,853 shares; 2025Q3: 12,164 shares; 2025Q4: 12,140 shares 12,140 $827K 0.02% -24 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,998 shares; 2025Q3: 3,923 shares; 2025Q4: 14,286 shares 14,286 $826K 0.02% +10,363 Timeline RDVI 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: 9,500 shares; 2024Q3: 9,500 shares; 2024Q4: 13,995 shares; 2025Q1: 16,520 shares; 2025Q2: 16,495 shares; 2025Q3: 24,295 shares; 2025Q4: 31,309 shares 31,309 $822K 0.02% +7,014 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,499 shares 12,499 $817K 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,621 shares; 2024Q3: 6,570 shares; 2024Q4: 9,466 shares; 2025Q1: 7,913 shares; 2025Q2: 7,964 shares; 2025Q3: 6,313 shares; 2025Q4: 6,176 shares 6,176 $813K 0.02% -137 Timeline XPH 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: 18,066 shares; 2024Q3: 22,330 shares; 2024Q4: 19,710 shares; 2025Q1: 14,702 shares; 2025Q2: 14,352 shares; 2025Q3: 14,730 shares; 2025Q4: 14,432 shares 14,432 $808K 0.02% -298 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 21,375 shares; 2024Q3: 22,617 shares; 2024Q4: 45,631 shares; 2025Q1: 35,733 shares; 2025Q2: 35,586 shares; 2025Q3: 36,799 shares; 2025Q4: 34,442 shares 34,442 $805K 0.02% -2,357 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,350 shares; 2025Q2: 21,320 shares; 2025Q3: 22,320 shares; 2025Q4: 21,320 shares 21,320 $805K 0.02% -1,000 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: not reported; 2024Q3: 4,561 shares; 2024Q4: 5,759 shares; 2025Q1: 5,724 shares; 2025Q2: 7,444 shares; 2025Q3: 7,780 shares; 2025Q4: 8,446 shares 8,446 $804K 0.02% +666 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,475 shares; 2025Q1: 22,525 shares; 2025Q2: 18,035 shares; 2025Q3: 18,035 shares; 2025Q4: 18,050 shares 18,050 $800K 0.02% +15 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 16,055 shares; 2025Q3: 16,032 shares; 2025Q4: 25,586 shares 25,586 $800K 0.02% +9,554 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,113 shares; 2025Q1: 4,081 shares; 2025Q2: 3,943 shares; 2025Q3: 3,943 shares; 2025Q4: 3,893 shares 3,893 $799K 0.02% -50 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,000 shares; 2024Q3: 18,000 shares; 2024Q4: 23,000 shares; 2025Q1: 24,600 shares; 2025Q2: 28,850 shares; 2025Q3: 29,600 shares; 2025Q4: 29,600 shares 29,600 $798K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,928 shares; 2024Q3: 3,521 shares; 2024Q4: 3,572 shares; 2025Q1: 3,633 shares; 2025Q2: 2,464 shares; 2025Q3: 2,283 shares; 2025Q4: 2,254 shares 2,254 $792K 0.02% -29 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,483 shares; 2025Q1: 4,462 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares; 2025Q4: 4,514 shares 4,514 $791K 0.02% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,949 shares 4,949 $788K 0.02% new 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: 10,724 shares; 2024Q3: 10,031 shares; 2024Q4: 11,688 shares; 2025Q1: 12,312 shares; 2025Q2: 12,287 shares; 2025Q3: 12,259 shares; 2025Q4: 12,147 shares 12,147 $782K 0.02% -112 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,843 shares; 2025Q1: 14,375 shares; 2025Q2: 15,560 shares; 2025Q3: 15,684 shares; 2025Q4: 12,086 shares 12,086 $772K 0.02% -3,598 Timeline OBT ORANGE CNTY BANCORP INC More: the full row for ORANGE CNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,998 shares; 2025Q2: 26,998 shares; 2025Q3: 26,998 shares; 2025Q4: 26,998 shares 26,998 $771K 0.02% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 132,565 shares; 2024Q3: 61,192 shares; 2024Q4: 54,421 shares; 2025Q1: 33,274 shares; 2025Q2: 33,378 shares; 2025Q3: 17,386 shares; 2025Q4: 17,336 shares 17,336 $766K 0.02% -50 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,591 shares; 2025Q1: 8,202 shares; 2025Q2: 7,919 shares; 2025Q3: 6,000 shares; 2025Q4: 5,931 shares 5,931 $765K 0.02% -69 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: 16,290 shares; 2024Q3: 15,072 shares; 2024Q4: 14,450 shares; 2025Q1: 25,062 shares; 2025Q2: 25,438 shares; 2025Q3: 23,936 shares; 2025Q4: 21,902 shares 21,902 $761K 0.02% -2,034 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 13,251 shares; 2024Q3: 13,642 shares; 2024Q4: 13,560 shares; 2025Q1: 16,722 shares; 2025Q2: 6,324 shares; 2025Q3: 5,514 shares; 2025Q4: 5,740 shares 5,740 $760K 0.02% +226 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,350 shares 2,350 $759K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,077 shares; 2024Q3: 6,826 shares; 2024Q4: 7,046 shares; 2025Q1: 8,962 shares; 2025Q2: 9,128 shares; 2025Q3: 9,308 shares; 2025Q4: 9,498 shares 9,498 $750K 0.02% +190 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,936 shares; 2025Q4: 7,936 shares 7,936 $747K 0.02% 0 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,020 shares; 2025Q3: not reported; 2025Q4: 14,335 shares 14,335 $742K 0.02% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 529 shares; 2025Q2: 589 shares; 2025Q3: 1,402 shares; 2025Q4: 2,113 shares 2,113 $741K 0.02% +711 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38,667 shares; 2025Q1: 40,160 shares; 2025Q2: 36,157 shares; 2025Q3: 30,618 shares; 2025Q4: 38,733 shares 38,733 $739K 0.02% +8,115 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,305 shares; 2024Q3: 3,670 shares; 2024Q4: 15,822 shares; 2025Q1: 13,833 shares; 2025Q2: 5,602 shares; 2025Q3: 5,699 shares; 2025Q4: 5,845 shares 5,845 $738K 0.02% +146 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,500 shares; 2025Q3: 54,000 shares; 2025Q4: 51,011 shares 51,011 $733K 0.02% -2,989 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,818 shares; 2025Q3: 23,484 shares; 2025Q4: 21,731 shares 21,731 $729K 0.02% -1,753 Timeline VV 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: 2,417 shares; 2024Q3: 2,428 shares; 2024Q4: 2,268 shares; 2025Q1: 2,286 shares; 2025Q2: 2,267 shares; 2025Q3: 2,266 shares; 2025Q4: 2,274 shares 2,274 $716K 0.02% +8 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,813 shares; 2025Q1: 4,491 shares; 2025Q2: 3,979 shares; 2025Q3: 4,177 shares; 2025Q4: 4,805 shares 4,805 $712K 0.02% +628 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,229 shares; 2024Q3: 922 shares; 2024Q4: 7,953 shares; 2025Q1: 3,470 shares; 2025Q2: 4,147 shares; 2025Q3: 3,752 shares; 2025Q4: 3,847 shares 3,847 $709K 0.02% +95 Timeline DFUV 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: 14,970 shares; 2024Q3: 14,970 shares; 2024Q4: 14,970 shares; 2025Q1: 14,970 shares; 2025Q2: 15,205 shares; 2025Q3: 15,205 shares; 2025Q4: 15,205 shares 15,205 $708K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,036 shares; 2025Q3: 7,155 shares; 2025Q4: 6,868 shares 6,868 $704K 0.02% -287 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 44,625 shares; 2024Q3: 49,675 shares; 2024Q4: 63,850 shares; 2025Q1: 65,610 shares; 2025Q2: 56,593 shares; 2025Q3: 66,593 shares; 2025Q4: 55,556 shares 55,556 $703K 0.02% -11,037 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,554 shares; 2024Q3: 10,554 shares; 2024Q4: 10,554 shares; 2025Q1: 10,561 shares; 2025Q2: 10,554 shares; 2025Q3: 10,554 shares; 2025Q4: 10,554 shares 10,554 $701K 0.02% 0 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: 4,636 shares; 2024Q3: 4,487 shares; 2024Q4: 4,444 shares; 2025Q1: 4,896 shares; 2025Q2: 4,169 shares; 2025Q3: 4,769 shares; 2025Q4: 4,670 shares 4,670 $696K 0.02% -99 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: 15,583 shares; 2024Q3: 6,625 shares; 2024Q4: 10,399 shares; 2025Q1: 14,045 shares; 2025Q2: 14,163 shares; 2025Q3: 13,355 shares; 2025Q4: 12,902 shares 12,902 $695K 0.02% -453 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,216 shares; 2024Q3: 3,453 shares; 2024Q4: 4,198 shares; 2025Q1: 3,488 shares; 2025Q2: 3,058 shares; 2025Q3: 3,158 shares; 2025Q4: 4,416 shares 4,416 $692K 0.02% +1,258 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: 13,317 shares; 2024Q3: 28,428 shares; 2024Q4: 9,537 shares; 2025Q1: 9,254 shares; 2025Q2: 9,485 shares; 2025Q3: 9,254 shares; 2025Q4: 9,333 shares 9,333 $691K 0.02% +79 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: 6,041 shares; 2024Q3: 7,350 shares; 2024Q4: 8,522 shares; 2025Q1: 11,640 shares; 2025Q2: 9,662 shares; 2025Q3: 9,473 shares; 2025Q4: 9,473 shares 9,473 $689K 0.02% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,473 shares; 2025Q2: 27,223 shares; 2025Q3: 27,710 shares; 2025Q4: 27,710 shares 27,710 $686K 0.02% 0 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: 1,690 shares; 2024Q3: 1,624 shares; 2024Q4: 2,062 shares; 2025Q1: 2,433 shares; 2025Q2: 3,275 shares; 2025Q3: 3,098 shares; 2025Q4: 2,822 shares 2,822 $685K 0.02% -276 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 728 shares; 2024Q3: 598 shares; 2024Q4: 804 shares; 2025Q1: 1,484 shares; 2025Q2: 1,526 shares; 2025Q3: 1,548 shares; 2025Q4: 1,308 shares 1,308 $684K 0.02% -240 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: not reported; 2024Q3: not reported; 2024Q4: 29,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,519 shares 3,519 $681K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,234 shares; 2024Q3: 3,452 shares; 2024Q4: 31,600 shares; 2025Q1: 31,891 shares; 2025Q2: 5,696 shares; 2025Q3: 5,579 shares; 2025Q4: 5,332 shares 5,332 $680K 0.02% -247 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,017 shares; 2024Q4: 3,238 shares; 2025Q1: 3,167 shares; 2025Q2: 3,322 shares; 2025Q3: 3,679 shares; 2025Q4: 3,772 shares 3,772 $672K 0.02% +93 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: 6,451 shares; 2024Q3: 6,777 shares; 2024Q4: 10,776 shares; 2025Q1: 18,822 shares; 2025Q2: 12,750 shares; 2025Q3: 12,949 shares; 2025Q4: 15,480 shares 15,480 $672K 0.02% +2,531 Timeline SPMB 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: 204,829 shares; 2024Q3: 205,630 shares; 2024Q4: 212,851 shares; 2025Q1: 237,868 shares; 2025Q2: 244,389 shares; 2025Q3: 40,170 shares; 2025Q4: 29,780 shares 29,780 $668K 0.02% -10,390 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,738 shares; 2025Q4: 18,303 shares 18,303 $666K 0.02% -19,435 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,566 shares; 2024Q3: 3,587 shares; 2024Q4: 4,199 shares; 2025Q1: 4,219 shares; 2025Q2: 3,988 shares; 2025Q3: 3,133 shares; 2025Q4: 3,137 shares 3,137 $664K 0.02% +4 Timeline VONE 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,210 shares; 2025Q2: 1,574 shares; 2025Q3: 1,574 shares; 2025Q4: 2,145 shares 2,145 $663K 0.02% +571 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: 4,902 shares; 2024Q3: 4,889 shares; 2024Q4: 5,488 shares; 2025Q1: 5,857 shares; 2025Q2: 6,373 shares; 2025Q3: 6,395 shares; 2025Q4: 6,865 shares 6,865 $661K 0.02% +470 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: not reported; 2024Q3: not reported; 2024Q4: 629 shares; 2025Q1: not reported; 2025Q2: 839 shares; 2025Q3: 895 shares; 2025Q4: 980 shares 980 $660K 0.02% +85 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,543 shares; 2024Q3: 9,543 shares; 2024Q4: 9,543 shares; 2025Q1: 8,482 shares; 2025Q2: 7,977 shares; 2025Q3: 7,980 shares; 2025Q4: 5,477 shares 5,477 $655K 0.02% -2,503 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 22,752 shares; 2024Q3: 25,574 shares; 2024Q4: 29,023 shares; 2025Q1: 31,505 shares; 2025Q2: 6,690 shares; 2025Q3: 6,496 shares; 2025Q4: 6,158 shares 6,158 $647K 0.02% -338 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,597 shares; 2024Q3: 5,939 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 6,668 shares; 2025Q3: 7,404 shares; 2025Q4: 7,608 shares 7,608 $645K 0.02% +204 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,139 shares; 2025Q3: 9,017 shares; 2025Q4: 8,922 shares 8,922 $640K 0.02% -95 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,299 shares; 2024Q3: 4,017 shares; 2024Q4: 5,162 shares; 2025Q1: 6,792 shares; 2025Q2: 6,837 shares; 2025Q3: 7,184 shares; 2025Q4: 7,468 shares 7,468 $639K 0.02% +284 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,735 shares; 2025Q4: 8,886 shares 8,886 $636K 0.02% +5,151 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 31,811 shares; 2024Q3: 31,563 shares; 2024Q4: 31,429 shares; 2025Q1: 31,941 shares; 2025Q2: 14,645 shares; 2025Q3: 14,120 shares; 2025Q4: 12,875 shares 12,875 $633K 0.02% -1,245 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: 5,739 shares; 2024Q3: 4,789 shares; 2024Q4: 4,789 shares; 2025Q1: 8,529 shares; 2025Q2: 6,052 shares; 2025Q3: 6,052 shares; 2025Q4: 6,077 shares 6,077 $632K 0.02% +25 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,452 shares; 2025Q1: 25,871 shares; 2025Q2: 25,190 shares; 2025Q3: 25,133 shares; 2025Q4: 21,213 shares 21,213 $631K 0.02% -3,920 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: not reported; 2024Q3: not reported; 2024Q4: 5,724 shares; 2025Q1: 4,045 shares; 2025Q2: 4,211 shares; 2025Q3: 3,777 shares; 2025Q4: 3,906 shares 3,906 $629K 0.02% +129 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,453 shares; 2024Q3: 8,827 shares; 2024Q4: 8,169 shares; 2025Q1: 8,030 shares; 2025Q2: 7,895 shares; 2025Q3: 7,519 shares; 2025Q4: 9,338 shares 9,338 $627K 0.02% +1,819 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,624 shares; 2025Q2: 6,624 shares; 2025Q3: 6,624 shares; 2025Q4: 6,619 shares 6,619 $626K 0.02% -5 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,079 shares; 2025Q2: 35,070 shares; 2025Q3: 35,088 shares; 2025Q4: 35,127 shares 35,127 $625K 0.02% +39 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 1,056 shares; 2025Q4: 1,956 shares 1,956 $624K 0.02% +900 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 228 shares; 2024Q3: 237 shares; 2024Q4: 321 shares; 2025Q1: 413 shares; 2025Q2: 6,492 shares; 2025Q3: 6,149 shares; 2025Q4: 6,804 shares 6,804 $621K 0.02% +655 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: 1,557 shares; 2024Q3: 1,645 shares; 2024Q4: 1,614 shares; 2025Q1: 1,899 shares; 2025Q2: 1,836 shares; 2025Q3: 1,749 shares; 2025Q4: 1,659 shares 1,659 $620K 0.02% -90 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,109 shares 16,109 $617K 0.02% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,737 shares; 2024Q3: 14,561 shares; 2024Q4: 24,784 shares; 2025Q1: 24,733 shares; 2025Q2: 11,538 shares; 2025Q3: 12,321 shares; 2025Q4: 12,830 shares 12,830 $614K 0.02% +509 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,650 shares; 2025Q2: 14,650 shares; 2025Q3: 22,350 shares; 2025Q4: 23,875 shares 23,875 $613K 0.02% +1,525 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,340 shares; 2024Q3: 2,897 shares; 2024Q4: 19,242 shares; 2025Q1: 19,604 shares; 2025Q2: 2,096 shares; 2025Q3: 2,112 shares; 2025Q4: 2,179 shares 2,179 $608K 0.02% +67 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,840 shares; 2024Q3: 15,173 shares; 2024Q4: 14,782 shares; 2025Q1: 20,563 shares; 2025Q2: 23,241 shares; 2025Q3: 25,209 shares; 2025Q4: 26,769 shares 26,769 $606K 0.02% +1,560 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,470 shares; 2025Q2: 6,435 shares; 2025Q3: 5,539 shares; 2025Q4: 13,176 shares 13,176 $605K 0.02% +7,637 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,201 shares; 2025Q4: 4,202 shares 4,202 $605K 0.02% +2,001 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 36,452 shares; 2024Q4: 53,952 shares; 2025Q1: 9,162 shares; 2025Q2: 12,709 shares; 2025Q3: 12,761 shares; 2025Q4: 8,685 shares 8,685 $603K 0.02% -4,076 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,110 shares; 2024Q3: 10,932 shares; 2024Q4: 10,239 shares; 2025Q1: 8,917 shares; 2025Q2: 9,278 shares; 2025Q3: 9,464 shares; 2025Q4: 10,251 shares 10,251 $601K 0.02% +787 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,137 shares; 2024Q3: 1,221 shares; 2024Q4: 19,417 shares; 2025Q1: 19,291 shares; 2025Q2: 1,547 shares; 2025Q3: 1,534 shares; 2025Q4: 1,536 shares 1,536 $598K 0.02% +2 Timeline DFAT 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: 12,954 shares; 2024Q3: 12,954 shares; 2024Q4: 12,739 shares; 2025Q1: 12,739 shares; 2025Q2: 10,882 shares; 2025Q3: 9,985 shares; 2025Q4: 9,985 shares 9,985 $595K 0.02% 0 Timeline LCTU 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: 8,539 shares; 2024Q3: 8,425 shares; 2024Q4: 8,207 shares; 2025Q1: 8,069 shares; 2025Q2: 8,159 shares; 2025Q3: 8,002 shares; 2025Q4: 8,002 shares 8,002 $593K 0.02% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 97,210 shares; 2024Q3: 95,925 shares; 2024Q4: 79,248 shares; 2025Q1: 81,600 shares; 2025Q2: 89,160 shares; 2025Q3: 57,160 shares; 2025Q4: 49,160 shares 49,160 $591K 0.02% -8,000 Timeline XSOE 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: 13,689 shares; 2024Q3: 13,630 shares; 2024Q4: 13,630 shares; 2025Q1: 13,630 shares; 2025Q2: 13,630 shares; 2025Q3: 13,630 shares; 2025Q4: 15,139 shares 15,139 $591K 0.02% +1,509 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,853 shares; 2024Q3: 1,853 shares; 2024Q4: 1,891 shares; 2025Q1: 1,868 shares; 2025Q2: 2,005 shares; 2025Q3: 2,042 shares; 2025Q4: 2,028 shares 2,028 $585K 0.02% -14 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,604 shares; 2024Q3: 4,562 shares; 2024Q4: 4,627 shares; 2025Q1: 5,362 shares; 2025Q2: 6,287 shares; 2025Q3: 6,304 shares; 2025Q4: 6,900 shares 6,900 $584K 0.02% +596 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,706 shares; 2024Q3: 2,175 shares; 2024Q4: 2,636 shares; 2025Q1: 2,687 shares; 2025Q2: 2,778 shares; 2025Q3: 2,759 shares; 2025Q4: 2,593 shares 2,593 $583K 0.02% -166 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,602 shares; 2025Q1: 24,105 shares; 2025Q2: 24,105 shares; 2025Q3: 19,304 shares; 2025Q4: 18,704 shares 18,704 $579K 0.02% -600 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 110,797 shares; 2024Q3: 110,797 shares; 2024Q4: 107,221 shares; 2025Q1: 107,221 shares; 2025Q2: 124,160 shares; 2025Q3: 107,387 shares; 2025Q4: 30,803 shares 30,803 $576K 0.02% -76,584 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,645 shares 12,645 $575K 0.02% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,303 shares; 2024Q3: 3,831 shares; 2024Q4: 4,367 shares; 2025Q1: 4,491 shares; 2025Q2: 3,808 shares; 2025Q3: 4,032 shares; 2025Q4: 3,819 shares 3,819 $574K 0.01% -213 Timeline DHS 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: 5,624 shares; 2024Q3: 5,624 shares; 2024Q4: 5,624 shares; 2025Q1: 5,624 shares; 2025Q2: 5,624 shares; 2025Q3: 5,624 shares; 2025Q4: 5,624 shares 5,624 $573K 0.01% 0 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: 2,594 shares; 2024Q3: 3,062 shares; 2024Q4: 3,736 shares; 2025Q1: 3,260 shares; 2025Q2: 3,874 shares; 2025Q3: 3,864 shares; 2025Q4: 5,166 shares 5,166 $569K 0.01% +1,302 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,099 shares; 2024Q3: 11,099 shares; 2024Q4: 11,099 shares; 2025Q1: 12,256 shares; 2025Q2: 12,281 shares; 2025Q3: 12,284 shares; 2025Q4: 12,288 shares 12,288 $565K 0.01% +4 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 46,731 shares; 2024Q3: 46,731 shares; 2024Q4: 36,200 shares; 2025Q1: 10,310 shares; 2025Q2: 13,850 shares; 2025Q3: not reported; 2025Q4: 44,811 shares 44,811 $560K 0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,284 shares; 2024Q3: 4,162 shares; 2024Q4: 4,581 shares; 2025Q1: 4,609 shares; 2025Q2: 4,667 shares; 2025Q3: 4,667 shares; 2025Q4: 4,517 shares 4,517 $549K 0.01% -150 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 32,480 shares; 2024Q4: 31,980 shares; 2025Q1: 30,455 shares; 2025Q2: 8,480 shares; 2025Q3: 7,130 shares; 2025Q4: 10,361 shares 10,361 $548K 0.01% +3,231 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,874 shares; 2025Q1: 10,244 shares; 2025Q2: 9,538 shares; 2025Q3: 8,002 shares; 2025Q4: 8,002 shares 8,002 $548K 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,384 shares 14,384 $546K 0.01% 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,239 shares 11,239 $541K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,968 shares; 2024Q3: 6,968 shares; 2024Q4: 6,968 shares; 2025Q1: 8,333 shares; 2025Q2: 8,317 shares; 2025Q3: 8,425 shares; 2025Q4: 8,949 shares 8,949 $541K 0.01% +524 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,215 shares; 2024Q3: 2,081 shares; 2024Q4: 1,361 shares; 2025Q1: not reported; 2025Q2: 3,406 shares; 2025Q3: 1,981 shares; 2025Q4: 3,961 shares 3,961 $540K 0.01% +1,980 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: 1,347 shares; 2025Q4: 2,096 shares 2,096 $537K 0.01% +749 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 11,470 shares; 2024Q4: 11,470 shares; 2025Q1: 10,970 shares; 2025Q2: 10,970 shares; 2025Q3: 9,549 shares; 2025Q4: 20,619 shares 20,619 $536K 0.01% +11,070 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,205 shares; 2024Q3: 1,078 shares; 2024Q4: 1,447 shares; 2025Q1: 1,355 shares; 2025Q2: 1,394 shares; 2025Q3: 1,569 shares; 2025Q4: 1,652 shares 1,652 $535K 0.01% +83 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: 9,105 shares; 2024Q3: 10,038 shares; 2024Q4: 13,024 shares; 2025Q1: 13,324 shares; 2025Q2: 13,324 shares; 2025Q3: 13,324 shares; 2025Q4: 12,244 shares 12,244 $535K 0.01% -1,080 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: not reported; 2024Q3: 16,439 shares; 2024Q4: 21,994 shares; 2025Q1: 16,226 shares; 2025Q2: 19,940 shares; 2025Q3: 24,503 shares; 2025Q4: 27,145 shares 27,145 $535K 0.01% +2,642 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,297 shares; 2024Q3: 4,277 shares; 2024Q4: 4,277 shares; 2025Q1: 11,152 shares; 2025Q2: 10,777 shares; 2025Q3: 10,777 shares; 2025Q4: 11,011 shares 11,011 $533K 0.01% +234 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,325 shares; 2024Q3: 9,353 shares; 2024Q4: not reported; 2025Q1: 9,267 shares; 2025Q2: 9,996 shares; 2025Q3: 10,027 shares; 2025Q4: 10,059 shares 10,059 $527K 0.01% +32 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 174,400 shares; 2024Q3: 177,908 shares; 2024Q4: 178,368 shares; 2025Q1: 153,038 shares; 2025Q2: not reported; 2025Q3: 23,713 shares; 2025Q4: 24,452 shares 24,452 $527K 0.01% +739 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: 9,916 shares; 2024Q3: 9,916 shares; 2024Q4: 9,916 shares; 2025Q1: 9,916 shares; 2025Q2: 9,916 shares; 2025Q3: 9,916 shares; 2025Q4: 9,916 shares 9,916 $524K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 30,144 shares; 2024Q3: 27,747 shares; 2024Q4: 29,298 shares; 2025Q1: 28,049 shares; 2025Q2: 19,507 shares; 2025Q3: 32,572 shares; 2025Q4: 30,327 shares 30,327 $523K 0.01% -2,245 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,668 shares; 2024Q4: 5,016 shares; 2025Q1: 5,436 shares; 2025Q2: 5,428 shares; 2025Q3: 31,384 shares; 2025Q4: 6,684 shares 6,684 $521K 0.01% -24,700 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: 6,741 shares; 2024Q3: 6,743 shares; 2024Q4: 8,490 shares; 2025Q1: 18,225 shares; 2025Q2: 19,545 shares; 2025Q3: 10,249 shares; 2025Q4: 10,537 shares 10,537 $519K 0.01% +288 Timeline AIRR 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: 9,753 shares; 2024Q3: 9,704 shares; 2024Q4: 9,734 shares; 2025Q1: 5,753 shares; 2025Q2: 4,929 shares; 2025Q3: 4,141 shares; 2025Q4: 5,274 shares 5,274 $518K 0.01% +1,133 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,910 shares 7,910 $517K 0.01% new Timeline HAIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,510 shares 15,510 $516K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 20,105 shares; 2024Q3: 19,774 shares; 2024Q4: 20,923 shares; 2025Q1: 19,001 shares; 2025Q2: 20,227 shares; 2025Q3: 19,375 shares; 2025Q4: 18,352 shares 18,352 $516K 0.01% -1,023 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,942 shares; 2024Q3: not reported; 2024Q4: 16,133 shares; 2025Q1: 18,035 shares; 2025Q2: 17,192 shares; 2025Q3: 8,458 shares; 2025Q4: 5,814 shares 5,814 $515K 0.01% -2,644 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,847 shares; 2025Q3: 6,127 shares; 2025Q4: 6,130 shares 6,130 $514K 0.01% +3 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,033 shares; 2025Q3: 8,470 shares; 2025Q4: 11,105 shares 11,105 $511K 0.01% +2,635 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,721 shares 9,721 $509K 0.01% new Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 25,000 shares; 2024Q4: 35,025 shares; 2025Q1: 40,825 shares; 2025Q2: 40,025 shares; 2025Q3: 50,040 shares; 2025Q4: 55,015 shares 55,015 $507K 0.01% +4,975 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,575 shares; 2024Q3: 12,419 shares; 2024Q4: 12,201 shares; 2025Q1: 11,938 shares; 2025Q2: 10,631 shares; 2025Q3: 10,631 shares; 2025Q4: 9,902 shares 9,902 $506K 0.01% -729 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 63,065 shares; 2024Q4: 65,222 shares; 2025Q1: 49,353 shares; 2025Q2: 21,362 shares; 2025Q3: 19,909 shares; 2025Q4: 20,770 shares 20,770 $506K 0.01% +861 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: 10,105 shares; 2024Q3: 14,455 shares; 2024Q4: 9,409 shares; 2025Q1: 9,630 shares; 2025Q2: 12,457 shares; 2025Q3: 16,071 shares; 2025Q4: 12,067 shares 12,067 $505K 0.01% -4,004 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: 4,823 shares; 2024Q3: 4,951 shares; 2024Q4: 5,218 shares; 2025Q1: 5,218 shares; 2025Q2: 5,424 shares; 2025Q3: 5,586 shares; 2025Q4: 5,927 shares 5,927 $496K 0.01% +341 Timeline BANK OF AMER CORP 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares 385 $482K 0.01% 0 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: 3,392 shares; 2024Q3: 2,894 shares; 2024Q4: 3,723 shares; 2025Q1: 4,203 shares; 2025Q2: 4,529 shares; 2025Q3: 5,006 shares; 2025Q4: 5,052 shares 5,052 $482K 0.01% +46 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,042 shares; 2024Q4: 2,019 shares; 2025Q1: 1,979 shares; 2025Q2: 1,871 shares; 2025Q3: 2,286 shares; 2025Q4: 2,286 shares 2,286 $475K 0.01% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,366 shares; 2025Q4: 10,498 shares 10,498 $473K 0.01% +2,132 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,252 shares; 2025Q3: not reported; 2025Q4: 20,877 shares 20,877 $467K 0.01% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,537 shares; 2024Q4: 50,666 shares; 2025Q1: 68,067 shares; 2025Q2: 58,923 shares; 2025Q3: 70,610 shares; 2025Q4: 9,336 shares 9,336 $467K 0.01% -61,274 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,446 shares; 2024Q4: 7,968 shares; 2025Q1: 7,939 shares; 2025Q2: 8,137 shares; 2025Q3: 8,107 shares; 2025Q4: 6,275 shares 6,275 $463K 0.01% -1,832 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,223 shares; 2025Q2: 19,331 shares; 2025Q3: 17,703 shares; 2025Q4: 20,592 shares 20,592 $462K 0.01% +2,889 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 12,295 shares; 2025Q2: 6,885 shares; 2025Q3: 2,900 shares; 2025Q4: 2,650 shares 2,650 $461K 0.01% -250 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 19,010 shares 19,010 $460K 0.01% +5,010 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 20,000 shares; 2025Q3: 27,507 shares; 2025Q4: 25,007 shares 25,007 $460K 0.01% -2,500 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,000 shares; 2024Q3: 8,000 shares; 2024Q4: 8,138 shares; 2025Q1: 8,311 shares; 2025Q2: 8,171 shares; 2025Q3: 8,431 shares; 2025Q4: 9,179 shares 9,179 $459K 0.01% +748 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 138,286 shares; 2024Q3: 134,298 shares; 2024Q4: 80,815 shares; 2025Q1: 51,316 shares; 2025Q2: 11,946 shares; 2025Q3: 11,710 shares; 2025Q4: 11,700 shares 11,700 $459K 0.01% -10 Timeline SPMD 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: 7,420 shares; 2024Q3: 7,420 shares; 2024Q4: 7,870 shares; 2025Q1: 7,870 shares; 2025Q2: 7,870 shares; 2025Q3: 7,870 shares; 2025Q4: 7,885 shares 7,885 $457K 0.01% +15 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,158 shares; 2024Q3: 3,158 shares; 2024Q4: 13,419 shares; 2025Q1: 13,825 shares; 2025Q2: 13,828 shares; 2025Q3: 13,832 shares; 2025Q4: 15,391 shares 15,391 $456K 0.01% +1,559 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,976 shares; 2025Q1: 3,449 shares; 2025Q2: 2,679 shares; 2025Q3: 2,864 shares; 2025Q4: 3,815 shares 3,815 $455K 0.01% +951 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,347 shares; 2025Q1: 1,756 shares; 2025Q2: 1,824 shares; 2025Q3: 2,017 shares; 2025Q4: 2,025 shares 2,025 $452K 0.01% +8 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,788 shares; 2025Q3: 3,762 shares; 2025Q4: 3,869 shares 3,869 $452K 0.01% +107 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $449K 0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,688 shares; 2025Q2: 5,699 shares; 2025Q3: 5,702 shares; 2025Q4: 5,998 shares 5,998 $447K 0.01% +296 Timeline SCHK 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: 6,809 shares; 2024Q3: 6,809 shares; 2024Q4: 13,618 shares; 2025Q1: 13,618 shares; 2025Q2: 13,618 shares; 2025Q3: 13,618 shares; 2025Q4: 13,618 shares 13,618 $447K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,516 shares; 2024Q3: 15,927 shares; 2024Q4: 16,733 shares; 2025Q1: 15,678 shares; 2025Q2: 19,540 shares; 2025Q3: 23,320 shares; 2025Q4: 18,825 shares 18,825 $446K 0.01% -4,495 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,650 shares; 2024Q3: 9,285 shares; 2024Q4: 9,285 shares; 2025Q1: 9,285 shares; 2025Q2: 9,285 shares; 2025Q3: 9,285 shares; 2025Q4: 9,285 shares 9,285 $445K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 28,415 shares; 2024Q3: 24,480 shares; 2024Q4: 21,234 shares; 2025Q1: 20,381 shares; 2025Q2: 20,465 shares; 2025Q3: 21,412 shares; 2025Q4: 19,976 shares 19,976 $445K 0.01% -1,436 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,965 shares; 2024Q3: 1,553 shares; 2024Q4: 1,830 shares; 2025Q1: 1,653 shares; 2025Q2: 1,602 shares; 2025Q3: 1,609 shares; 2025Q4: 1,638 shares 1,638 $444K 0.01% +29 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,461 shares; 2025Q2: 3,485 shares; 2025Q3: 3,433 shares; 2025Q4: 4,012 shares 4,012 $443K 0.01% +579 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,351 shares; 2024Q3: 13,899 shares; 2024Q4: 14,420 shares; 2025Q1: 14,420 shares; 2025Q2: 15,877 shares; 2025Q3: 18,691 shares; 2025Q4: 18,913 shares 18,913 $442K 0.01% +222 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,937 shares; 2025Q4: 4,361 shares 4,361 $440K 0.01% +2,424 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,155 shares 11,155 $439K 0.01% new Timeline VOE 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: 2,689 shares; 2024Q3: 2,754 shares; 2024Q4: 3,396 shares; 2025Q1: 3,029 shares; 2025Q2: 3,009 shares; 2025Q3: 2,462 shares; 2025Q4: 2,467 shares 2,467 $438K 0.01% +5 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 69,394 shares; 2024Q3: 62,185 shares; 2024Q4: 49,119 shares; 2025Q1: 43,788 shares; 2025Q2: 33,680 shares; 2025Q3: 27,742 shares; 2025Q4: 27,182 shares 27,182 $437K 0.01% -560 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: 1,094 shares; 2024Q3: 1,094 shares; 2024Q4: 1,157 shares; 2025Q1: 1,152 shares; 2025Q2: 1,272 shares; 2025Q3: 1,355 shares; 2025Q4: 1,473 shares 1,473 $436K 0.01% +118 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,332 shares; 2025Q3: 2,794 shares; 2025Q4: 3,148 shares 3,148 $431K 0.01% +354 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,337 shares; 2025Q2: 2,549 shares; 2025Q3: 2,583 shares; 2025Q4: 2,666 shares 2,666 $431K 0.01% +83 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: not reported; 2024Q3: not reported; 2024Q4: 5,440 shares; 2025Q1: 5,425 shares; 2025Q2: 5,304 shares; 2025Q3: 4,829 shares; 2025Q4: 4,531 shares 4,531 $427K 0.01% -298 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,077 shares; 2025Q4: 4,408 shares 4,408 $424K 0.01% +2,331 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,077 shares 2,077 $424K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,704 shares; 2024Q3: 1,708 shares; 2024Q4: 1,614 shares; 2025Q1: 2,042 shares; 2025Q2: 2,112 shares; 2025Q3: 2,651 shares; 2025Q4: 2,590 shares 2,590 $419K 0.01% -61 Timeline FDN 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: 5,230 shares; 2024Q3: 5,443 shares; 2024Q4: 5,623 shares; 2025Q1: 5,193 shares; 2025Q2: 1,736 shares; 2025Q3: 1,329 shares; 2025Q4: 1,554 shares 1,554 $418K 0.01% +225 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,568 shares; 2024Q3: 3,457 shares; 2024Q4: 3,335 shares; 2025Q1: 3,421 shares; 2025Q2: 3,298 shares; 2025Q3: 3,233 shares; 2025Q4: 3,233 shares 3,233 $417K 0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 40,556 shares; 2024Q3: 38,624 shares; 2024Q4: 36,624 shares; 2025Q1: 36,624 shares; 2025Q2: 46,624 shares; 2025Q3: 46,624 shares; 2025Q4: 36,624 shares 36,624 $414K 0.01% -10,000 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,450 shares; 2025Q2: 9,479 shares; 2025Q3: 9,029 shares; 2025Q4: 9,029 shares 9,029 $414K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,814 shares; 2025Q4: 5,390 shares 5,390 $413K 0.01% +576 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,250 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,812 shares; 2025Q2: 16,059 shares; 2025Q3: 15,252 shares; 2025Q4: 16,064 shares 16,064 $411K 0.01% +812 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 253,959 shares; 2024Q3: 258,336 shares; 2024Q4: 189,365 shares; 2025Q1: 271,432 shares; 2025Q2: 299,129 shares; 2025Q3: 85,862 shares; 2025Q4: 17,543 shares 17,543 $410K 0.01% -68,319 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,485 shares; 2025Q1: 15,360 shares; 2025Q2: 15,212 shares; 2025Q3: 14,062 shares; 2025Q4: 14,062 shares 14,062 $408K 0.01% 0 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,288 shares 16,288 $407K 0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,886 shares; 2024Q3: 5,864 shares; 2024Q4: 110,911 shares; 2025Q1: 111,159 shares; 2025Q2: 8,221 shares; 2025Q3: 8,283 shares; 2025Q4: 7,683 shares 7,683 $406K 0.01% -600 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,942 shares; 2024Q3: 1,962 shares; 2024Q4: 2,040 shares; 2025Q1: 3,696 shares; 2025Q2: 3,636 shares; 2025Q3: 3,706 shares; 2025Q4: 3,781 shares 3,781 $405K 0.01% +75 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,932 shares; 2024Q3: 3,932 shares; 2024Q4: 5,933 shares; 2025Q1: 6,098 shares; 2025Q2: 4,998 shares; 2025Q3: 4,998 shares; 2025Q4: 4,448 shares 4,448 $405K 0.01% -550 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,456 shares; 2024Q3: 6,487 shares; 2024Q4: 26,256 shares; 2025Q1: 23,693 shares; 2025Q2: 19,275 shares; 2025Q3: 15,552 shares; 2025Q4: 14,136 shares 14,136 $403K 0.01% -1,416 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,392 shares; 2024Q3: 6,045 shares; 2024Q4: 6,326 shares; 2025Q1: 8,285 shares; 2025Q2: 8,498 shares; 2025Q3: 8,906 shares; 2025Q4: 8,413 shares 8,413 $403K 0.01% -493 Timeline DLN 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,532 shares 4,532 $399K 0.01% new Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,813 shares; 2025Q4: 7,813 shares 7,813 $398K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 27,630 shares; 2024Q3: 7,276 shares; 2024Q4: 113,002 shares; 2025Q1: 112,100 shares; 2025Q2: 6,862 shares; 2025Q3: 6,682 shares; 2025Q4: 4,795 shares 4,795 $398K 0.01% -1,887 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,195 shares; 2024Q3: 8,198 shares; 2024Q4: 8,168 shares; 2025Q1: 9,292 shares; 2025Q2: 9,248 shares; 2025Q3: 8,653 shares; 2025Q4: 7,858 shares 7,858 $393K 0.01% -795 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: 19,320 shares; 2024Q3: 21,362 shares; 2024Q4: 13,493 shares; 2025Q1: 13,606 shares; 2025Q2: 13,706 shares; 2025Q3: 13,706 shares; 2025Q4: 9,902 shares 9,902 $392K 0.01% -3,804 Timeline AVIG 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,338 shares 9,338 $391K 0.01% new Timeline WTPI 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,822 shares 11,822 $390K 0.01% new Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,894 shares; 2025Q2: 38,894 shares; 2025Q3: 38,894 shares; 2025Q4: 43,094 shares 43,094 $389K 0.01% +4,200 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: 8,074 shares; 2024Q3: 8,041 shares; 2024Q4: 9,029 shares; 2025Q1: 6,235 shares; 2025Q2: 8,616 shares; 2025Q3: 6,073 shares; 2025Q4: 5,152 shares 5,152 $389K 0.01% -921 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 66,535 shares; 2024Q3: 61,860 shares; 2024Q4: 61,860 shares; 2025Q1: 60,860 shares; 2025Q2: 60,860 shares; 2025Q3: 60,860 shares; 2025Q4: 42,560 shares 42,560 $387K 0.01% -18,300 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,130 shares 1,130 $384K 0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,791 shares; 2024Q3: 1,791 shares; 2024Q4: 2,106 shares; 2025Q1: 1,928 shares; 2025Q2: 2,107 shares; 2025Q3: 1,998 shares; 2025Q4: 3,482 shares 3,482 $384K 0.01% +1,484 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 4,107 shares 4,107 $382K 0.01% +1,961 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,455 shares; 2024Q3: 13,200 shares; 2024Q4: 3,412 shares; 2025Q1: 2,610 shares; 2025Q2: 2,580 shares; 2025Q3: 2,558 shares; 2025Q4: 2,680 shares 2,680 $382K 0.01% +122 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,132 shares; 2025Q4: 1,340 shares 1,340 $380K 0.01% +208 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,193 shares; 2025Q1: 5,593 shares; 2025Q2: 3,243 shares; 2025Q3: 2,821 shares; 2025Q4: 2,996 shares 2,996 $377K 0.01% +175 Timeline IHDG 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: 8,343 shares; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 7,750 shares; 2025Q3: 7,750 shares; 2025Q4: 7,750 shares 7,750 $377K 0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,853 shares; 2025Q3: 4,779 shares; 2025Q4: 5,131 shares 5,131 $375K 0.01% +352 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,016 shares; 2024Q3: 3,070 shares; 2024Q4: 3,282 shares; 2025Q1: 3,372 shares; 2025Q2: 1,893 shares; 2025Q3: 1,876 shares; 2025Q4: 1,722 shares 1,722 $374K 0.01% -154 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,175 shares; 2024Q3: 2,175 shares; 2024Q4: 429 shares; 2025Q1: 414 shares; 2025Q2: 459 shares; 2025Q3: 487 shares; 2025Q4: 484 shares 484 $374K 0.01% -3 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,823 shares; 2024Q3: 1,823 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares 1,823 $373K 0.01% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,791 shares; 2025Q1: 26,155 shares; 2025Q2: 9,281 shares; 2025Q3: 8,348 shares; 2025Q4: 7,880 shares 7,880 $373K 0.01% -468 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 105,381 shares; 2024Q3: 100,171 shares; 2024Q4: 100,594 shares; 2025Q1: 104,159 shares; 2025Q2: 41,263 shares; 2025Q3: 36,358 shares; 2025Q4: 36,789 shares 36,789 $372K 0.01% +431 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 40,700 shares; 2024Q3: 41,300 shares; 2024Q4: 44,500 shares; 2025Q1: 44,575 shares; 2025Q2: 19,105 shares; 2025Q3: 18,605 shares; 2025Q4: 23,895 shares 23,895 $367K 0.01% +5,290 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: not reported; 2024Q3: not reported; 2024Q4: 1,262 shares; 2025Q1: 1,904 shares; 2025Q2: 2,195 shares; 2025Q3: 2,844 shares; 2025Q4: 2,405 shares 2,405 $365K 0.01% -439 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,188 shares; 2025Q2: 2,293 shares; 2025Q3: 2,585 shares; 2025Q4: 4,621 shares 4,621 $365K 0.01% +2,036 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,624 shares; 2025Q4: 22,274 shares 22,274 $365K 0.01% +650 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,070 shares; 2024Q4: 9,172 shares; 2025Q1: 8,499 shares; 2025Q2: 8,707 shares; 2025Q3: 8,632 shares; 2025Q4: 7,229 shares 7,229 $365K 0.01% -1,403 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: 24,660 shares; 2024Q3: 2,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,820 shares 2,820 $364K 0.01% 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: 3,804 shares; 2024Q3: 3,804 shares; 2024Q4: 13,981 shares; 2025Q1: 16,990 shares; 2025Q2: 13,891 shares; 2025Q3: 13,859 shares; 2025Q4: 13,870 shares 13,870 $364K 0.01% +11 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,784 shares; 2024Q3: 20,465 shares; 2024Q4: 20,465 shares; 2025Q1: 16,384 shares; 2025Q2: 16,384 shares; 2025Q3: 16,384 shares; 2025Q4: 16,384 shares 16,384 $363K 0.01% 0 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,200 shares; 2025Q4: 14,200 shares 14,200 $362K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,111 shares; 2024Q3: 4,981 shares; 2024Q4: 4,756 shares; 2025Q1: 4,410 shares; 2025Q2: 4,330 shares; 2025Q3: 4,143 shares; 2025Q4: 4,352 shares 4,352 $360K 0.01% +209 Timeline NEAR 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: 7,023 shares; 2024Q3: 7,025 shares; 2024Q4: 7,027 shares; 2025Q1: 7,028 shares; 2025Q2: 7,029 shares; 2025Q3: 7,030 shares; 2025Q4: 7,032 shares 7,032 $359K 0.01% +2 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,501 shares; 2025Q2: 8,535 shares; 2025Q3: 8,699 shares; 2025Q4: 9,277 shares 9,277 $359K 0.01% +578 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,233 shares; 2025Q3: 10,014 shares; 2025Q4: 14,731 shares 14,731 $359K 0.01% +4,717 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,014 shares; 2025Q2: 3,528 shares; 2025Q3: 3,916 shares; 2025Q4: 4,103 shares 4,103 $358K 0.01% +187 Timeline DFGR 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: 9,573 shares; 2024Q3: 9,688 shares; 2024Q4: 9,884 shares; 2025Q1: 9,884 shares; 2025Q2: 12,411 shares; 2025Q3: 13,246 shares; 2025Q4: 13,511 shares 13,511 $357K 0.01% +265 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $357K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,089 shares; 2024Q3: 1,071 shares; 2024Q4: 1,224 shares; 2025Q1: 1,745 shares; 2025Q2: 1,641 shares; 2025Q3: 1,758 shares; 2025Q4: 1,835 shares 1,835 $356K 0.01% +77 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 24,200 shares 24,200 $355K 0.01% +3,200 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: 2,816 shares 2,816 $351K 0.01% +58 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: not reported; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 54 shares; 2025Q4: 65 shares 65 $348K 0.01% +11 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,238 shares; 2025Q2: 6,238 shares; 2025Q3: 5,952 shares; 2025Q4: 8,402 shares 8,402 $348K 0.01% +2,450 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,736 shares; 2025Q2: 14,736 shares; 2025Q3: 14,736 shares; 2025Q4: 14,736 shares 14,736 $347K 0.01% 0 Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 50,000 shares; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $346K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,126 shares 23,126 $346K 0.01% 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: 15,836 shares; 2024Q3: not reported; 2024Q4: 12,496 shares; 2025Q1: 15,933 shares; 2025Q2: 12,554 shares; 2025Q3: 11,190 shares; 2025Q4: 13,190 shares 13,190 $345K 0.01% +2,000 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,976 shares; 2024Q3: 50,926 shares; 2024Q4: 6,921 shares; 2025Q1: 1,727 shares; 2025Q2: 1,727 shares; 2025Q3: 1,803 shares; 2025Q4: 1,898 shares 1,898 $344K 0.01% +95 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 1,492 shares; 2025Q3: 1,558 shares; 2025Q4: 1,598 shares 1,598 $342K 0.01% +40 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 62,626 shares; 2024Q3: 63,819 shares; 2024Q4: 25,001 shares; 2025Q1: 17,156 shares; 2025Q2: 4,664 shares; 2025Q3: 3,933 shares; 2025Q4: 3,832 shares 3,832 $341K 0.01% -101 Timeline VGIT 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: 4,887 shares; 2024Q3: 4,890 shares; 2024Q4: 5,726 shares; 2025Q1: 5,663 shares; 2025Q2: 5,702 shares; 2025Q3: 5,683 shares; 2025Q4: 5,633 shares 5,633 $338K 0.01% -50 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,274 shares; 2025Q4: 6,912 shares 6,912 $336K 0.01% +2,638 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,011 shares; 2025Q4: 5,181 shares 5,181 $333K 0.01% +170 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,088 shares; 2024Q3: 16,111 shares; 2024Q4: 4,209 shares; 2025Q1: 3,884 shares; 2025Q2: 4,432 shares; 2025Q3: 4,432 shares; 2025Q4: 4,210 shares 4,210 $332K 0.01% -222 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: 158,942 shares; 2024Q3: 159,255 shares; 2024Q4: 43,240 shares; 2025Q1: 28,300 shares; 2025Q2: 26,200 shares; 2025Q3: 25,900 shares; 2025Q4: 25,284 shares 25,284 $329K 0.01% -616 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,328 shares; 2024Q3: 4,611 shares; 2024Q4: 10,084 shares; 2025Q1: 5,879 shares; 2025Q2: 3,198 shares; 2025Q3: 1,918 shares; 2025Q4: 1,869 shares 1,869 $328K 0.01% -49 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,572 shares; 2024Q3: 13,221 shares; 2024Q4: 11,672 shares; 2025Q1: 11,150 shares; 2025Q2: 9,420 shares; 2025Q3: 9,091 shares; 2025Q4: 9,287 shares 9,287 $326K 0.01% +196 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,319 shares; 2025Q1: 11,654 shares; 2025Q2: 10,512 shares; 2025Q3: 10,194 shares; 2025Q4: 7,608 shares 7,608 $325K 0.01% -2,586 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: 7,471 shares; 2024Q3: 4,971 shares; 2024Q4: 7,003 shares; 2025Q1: 6,486 shares; 2025Q2: 6,486 shares; 2025Q3: 6,486 shares; 2025Q4: 6,381 shares 6,381 $325K 0.01% -105 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,400 shares 6,400 $324K 0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares 1,667 $324K 0.01% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,986 shares; 2024Q3: 13,062 shares; 2024Q4: 13,340 shares; 2025Q1: 13,042 shares; 2025Q2: 13,042 shares; 2025Q3: 11,845 shares; 2025Q4: 11,845 shares 11,845 $323K 0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,799 shares; 2025Q1: 4,799 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 4,810 shares 4,810 $323K 0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,018 shares 8,018 $323K 0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,282 shares; 2024Q3: 28,303 shares; 2024Q4: 29,778 shares; 2025Q1: 29,348 shares; 2025Q2: 29,362 shares; 2025Q3: 29,432 shares; 2025Q4: 29,535 shares 29,535 $322K 0.01% +103 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767 shares 1,767 $322K 0.01% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,461 shares; 2025Q4: 2,794 shares 2,794 $321K 0.01% -667 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares 1,006 $320K 0.01% 0 Timeline DFSV 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: 10,065 shares; 2024Q3: 10,291 shares; 2024Q4: 9,842 shares; 2025Q1: 9,967 shares; 2025Q2: 9,918 shares; 2025Q3: 9,819 shares; 2025Q4: 9,685 shares 9,685 $319K 0.01% -134 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,074 shares 9,074 $317K 0.01% new Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 6,236 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,700 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,129 shares 7,129 $317K 0.01% +29 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: 18,202 shares; 2024Q3: 17,802 shares; 2024Q4: 17,802 shares; 2025Q1: 9,322 shares; 2025Q2: 2,805 shares; 2025Q3: 2,373 shares; 2025Q4: 1,858 shares 1,858 $315K 0.01% -515 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,163 shares; 2025Q2: 5,163 shares; 2025Q3: 5,163 shares; 2025Q4: 5,163 shares 5,163 $313K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,757 shares; 2025Q4: 2,353 shares 2,353 $312K 0.01% -404 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,848 shares; 2025Q4: 2,780 shares 2,780 $311K 0.01% -68 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,452 shares; 2024Q4: 1,796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,835 shares 1,835 $310K 0.01% new Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,555 shares; 2024Q3: 4,614 shares; 2024Q4: 2,692 shares; 2025Q1: 2,699 shares; 2025Q2: 2,599 shares; 2025Q3: 2,499 shares; 2025Q4: 2,483 shares 2,483 $309K 0.01% -16 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,972 shares; 2025Q3: 4,531 shares; 2025Q4: 4,815 shares 4,815 $309K 0.01% +284 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,250 shares; 2025Q3: 5,309 shares; 2025Q4: 5,566 shares 5,566 $306K 0.01% +257 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 12,298 shares; 2024Q3: 12,167 shares; 2024Q4: not reported; 2025Q1: 1,263 shares; 2025Q2: 1,453 shares; 2025Q3: 1,517 shares; 2025Q4: 1,558 shares 1,558 $304K 0.01% +41 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares 1,249 $304K 0.01% 0 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: not reported; 2024Q3: not reported; 2024Q4: 1,568 shares; 2025Q1: 1,268 shares; 2025Q2: 15,345 shares; 2025Q3: 1,274 shares; 2025Q4: 1,498 shares 1,498 $304K 0.01% +224 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,362 shares; 2025Q1: 3,465 shares; 2025Q2: 4,339 shares; 2025Q3: 4,531 shares; 2025Q4: 4,536 shares 4,536 $304K 0.01% +5 Timeline DFIC 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: not reported; 2024Q3: 8,513 shares; 2024Q4: 8,513 shares; 2025Q1: 8,513 shares; 2025Q2: 8,735 shares; 2025Q3: 8,805 shares; 2025Q4: 8,805 shares 8,805 $303K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,648 shares; 2025Q2: 4,658 shares; 2025Q3: 38,631 shares; 2025Q4: 5,144 shares 5,144 $301K 0.01% -33,487 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,980 shares; 2024Q3: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares 2,980 $301K 0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,677 shares; 2024Q3: 11,677 shares; 2024Q4: 11,677 shares; 2025Q1: 11,677 shares; 2025Q2: 11,677 shares; 2025Q3: 11,677 shares; 2025Q4: 11,677 shares 11,677 $301K 0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 746 shares; 2025Q2: 829 shares; 2025Q3: 993 shares; 2025Q4: 1,144 shares 1,144 $299K 0.01% +151 Timeline DFAR 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: 19,588 shares; 2024Q3: 18,588 shares; 2024Q4: 16,588 shares; 2025Q1: 15,188 shares; 2025Q2: 14,888 shares; 2025Q3: 13,063 shares; 2025Q4: 13,063 shares 13,063 $299K 0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,381 shares 11,381 $299K 0.01% new Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 7,316 shares; 2024Q3: 5,853 shares; 2024Q4: 5,860 shares; 2025Q1: not reported; 2025Q2: 5,873 shares; 2025Q3: 5,727 shares; 2025Q4: 5,357 shares 5,357 $299K 0.01% -370 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,934 shares; 2024Q4: 57,996 shares; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: 2,733 shares; 2025Q4: 2,544 shares 2,544 $298K 0.01% -189 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,095 shares; 2025Q2: 5,155 shares; 2025Q3: 4,960 shares; 2025Q4: 5,421 shares 5,421 $298K 0.01% +461 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,823 shares; 2025Q1: 13,763 shares; 2025Q2: 13,763 shares; 2025Q3: 13,763 shares; 2025Q4: 13,744 shares 13,744 $298K 0.01% -19 Timeline FEZ 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,971 shares; 2025Q4: 4,586 shares 4,586 $295K 0.01% +615 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,998 shares; 2025Q2: 17,998 shares; 2025Q3: 18,148 shares; 2025Q4: 18,294 shares 18,294 $295K 0.01% +146 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,980 shares; 2025Q2: 6,227 shares; 2025Q3: 6,694 shares; 2025Q4: 6,067 shares 6,067 $294K 0.01% -627 Timeline SDSI 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: not reported; 2024Q3: 4,652 shares; 2024Q4: 5,931 shares; 2025Q1: 5,831 shares; 2025Q2: 5,831 shares; 2025Q3: 5,832 shares; 2025Q4: 5,692 shares 5,692 $294K 0.01% -140 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,876 shares; 2025Q3: 4,973 shares; 2025Q4: 5,020 shares 5,020 $289K 0.01% +47 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $288K 0.01% 0 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: 3,124 shares; 2024Q3: 3,124 shares; 2024Q4: 4,451 shares; 2025Q1: 3,400 shares; 2025Q2: 3,660 shares; 2025Q3: 3,521 shares; 2025Q4: 3,577 shares 3,577 $288K 0.01% +56 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,061 shares 4,061 $288K 0.01% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,265 shares 6,265 $286K 0.01% new Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,511 shares; 2024Q3: 10,066 shares; 2024Q4: 10,452 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,205 shares 8,205 $286K 0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 55,911 shares; 2024Q3: 55,043 shares; 2024Q4: 24,212 shares; 2025Q1: 19,513 shares; 2025Q2: 6,006 shares; 2025Q3: 4,393 shares; 2025Q4: 4,618 shares 4,618 $285K 0.01% +225 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares 2,750 $284K 0.01% 0 Timeline SPEU 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,773 shares; 2025Q2: 4,861 shares; 2025Q3: 4,835 shares; 2025Q4: 5,436 shares 5,436 $283K 0.01% +601 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 67,010 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 19,026 shares; 2025Q4: 19,026 shares 19,026 $283K 0.01% 0 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,846 shares; 2024Q3: 11,393 shares; 2024Q4: 10,143 shares; 2025Q1: 9,534 shares; 2025Q2: 9,142 shares; 2025Q3: 10,310 shares; 2025Q4: 8,911 shares 8,911 $282K 0.01% -1,399 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,168 shares; 2024Q3: 1,176 shares; 2024Q4: 1,471 shares; 2025Q1: 1,392 shares; 2025Q2: 1,488 shares; 2025Q3: 1,511 shares; 2025Q4: 1,366 shares 1,366 $282K 0.01% -145 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 30,303 shares 30,303 $281K 0.01% +17,703 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 9,500 shares 9,500 $281K 0.01% -1,500 Timeline USXF 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: 6,408 shares; 2024Q3: 6,956 shares; 2024Q4: 7,562 shares; 2025Q1: 7,743 shares; 2025Q2: 5,816 shares; 2025Q3: 4,816 shares; 2025Q4: 4,872 shares 4,872 $281K 0.01% +56 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,911 shares; 2025Q2: 5,145 shares; 2025Q3: 10,239 shares; 2025Q4: 6,014 shares 6,014 $280K 0.01% -4,225 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,598 shares 5,598 $277K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,622 shares 1,622 $277K 0.01% +97 Timeline FDL 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: 5,400 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,313 shares; 2025Q2: 5,238 shares; 2025Q3: 5,551 shares; 2025Q4: 6,182 shares 6,182 $274K 0.01% +631 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,325 shares; 2024Q3: 1,447 shares; 2024Q4: 1,534 shares; 2025Q1: 1,311 shares; 2025Q2: 1,306 shares; 2025Q3: 1,465 shares; 2025Q4: 1,480 shares 1,480 $274K 0.01% +15 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,146 shares; 2025Q3: 13,646 shares; 2025Q4: 18,646 shares 18,646 $273K 0.01% +5,000 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,231 shares; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 1,298 shares 1,298 $271K 0.01% +215 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: 373 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 352 shares; 2025Q3: 361 shares; 2025Q4: 407 shares 407 $270K 0.01% +46 Timeline DEM 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,749 shares 5,749 $269K 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: 11,528 shares; 2024Q3: 12,725 shares; 2024Q4: 12,089 shares; 2025Q1: 17,868 shares; 2025Q2: 19,565 shares; 2025Q3: 19,891 shares; 2025Q4: 20,146 shares 20,146 $266K 0.01% +255 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: 32,999 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,796 shares; 2025Q4: 32,904 shares 32,904 $266K 0.01% +10,108 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: 8,194 shares; 2024Q3: 8,257 shares; 2024Q4: 19,959 shares; 2025Q1: 13,411 shares; 2025Q2: 12,460 shares; 2025Q3: 12,379 shares; 2025Q4: 11,038 shares 11,038 $265K 0.01% -1,341 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: 2,827 shares 2,827 $263K 0.01% +245 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 777 shares; 2025Q4: 781 shares 781 $263K 0.01% +4 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,373 shares; 2025Q2: 17,394 shares; 2025Q3: 17,416 shares; 2025Q4: 16,926 shares 16,926 $262K 0.01% -490 Timeline FNDA 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: 4,918 shares; 2024Q3: 4,843 shares; 2024Q4: 11,521 shares; 2025Q1: 11,642 shares; 2025Q2: 10,157 shares; 2025Q3: 10,191 shares; 2025Q4: 8,255 shares 8,255 $260K 0.01% -1,936 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 18,996 shares; 2024Q3: 18,887 shares; 2024Q4: 1,552 shares; 2025Q1: 1,259 shares; 2025Q2: 1,076 shares; 2025Q3: 1,197 shares; 2025Q4: 997 shares 997 $259K 0.01% -200 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,825 shares; 2025Q4: 9,825 shares 9,825 $258K 0.01% -7,000 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,668 shares; 2024Q4: 21,314 shares; 2025Q1: 19,735 shares; 2025Q2: 1,338 shares; 2025Q3: 1,415 shares; 2025Q4: 1,371 shares 1,371 $258K 0.01% -44 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,298 shares 4,298 $258K 0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 5,125 shares; 2024Q3: 5,067 shares; 2024Q4: 5,067 shares; 2025Q1: 4,878 shares; 2025Q2: 4,358 shares; 2025Q3: 4,298 shares; 2025Q4: 4,127 shares 4,127 $256K 0.01% -171 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 422 shares 422 $255K 0.01% -6 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,055 shares; 2025Q3: 1,163 shares; 2025Q4: 1,295 shares 1,295 $255K 0.01% +132 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 880 shares 880 $254K 0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $253K 0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 3,217 shares; 2024Q3: 2,179 shares; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,632 shares; 2025Q4: 6,632 shares 6,632 $252K 0.01% -1,000 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,984 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,137 shares 1,137 $249K 0.01% +126 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,086 shares; 2025Q2: 5,973 shares; 2025Q3: 5,973 shares; 2025Q4: 5,977 shares 5,977 $249K 0.01% +4 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 189 shares; 2025Q2: 211 shares; 2025Q3: 156 shares; 2025Q4: 187 shares 187 $249K 0.01% +31 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 14,251 shares; 2024Q3: 14,251 shares; 2024Q4: 14,251 shares; 2025Q1: 14,251 shares; 2025Q2: 21,043 shares; 2025Q3: 21,043 shares; 2025Q4: 21,043 shares 21,043 $247K 0.01% 0 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: not reported; 2024Q3: 2,156 shares; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: not reported; 2025Q3: 2,449 shares; 2025Q4: 2,461 shares 2,461 $247K 0.01% +12 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,019 shares 3,019 $247K 0.01% new Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 23,344 shares; 2024Q3: 16,094 shares; 2024Q4: 16,094 shares; 2025Q1: 16,094 shares; 2025Q2: 16,094 shares; 2025Q3: 15,594 shares; 2025Q4: 15,594 shares 15,594 $246K 0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,020 shares; 2025Q1: 16,610 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares 1,608 $246K 0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,017 shares 2,017 $246K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 15,053 shares; 2024Q3: 14,919 shares; 2024Q4: 14,957 shares; 2025Q1: 14,913 shares; 2025Q2: 3,011 shares; 2025Q3: 3,048 shares; 2025Q4: 3,589 shares 3,589 $245K 0.01% +541 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: 11,194 shares; 2024Q3: 9,346 shares; 2024Q4: 9,005 shares; 2025Q1: 10,028 shares; 2025Q2: 9,328 shares; 2025Q3: 9,328 shares; 2025Q4: 6,269 shares 6,269 $245K 0.01% -3,059 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 64,084 shares; 2025Q4: 9,031 shares 9,031 $245K 0.01% -55,053 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,249 shares; 2025Q1: 4,410 shares; 2025Q2: 6,333 shares; 2025Q3: 5,586 shares; 2025Q4: 5,561 shares 5,561 $242K 0.01% -25 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,505 shares 1,505 $242K 0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,420 shares; 2025Q4: 4,942 shares 4,942 $242K 0.01% +1,522 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,001 shares 3,001 $238K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 693 shares; 2025Q4: 761 shares 761 $238K 0.01% +68 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $238K 0.01% 0 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,742 shares; 2025Q1: 5,956 shares; 2025Q2: 5,956 shares; 2025Q3: 5,956 shares; 2025Q4: 5,956 shares 5,956 $237K 0.01% 0 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,240 shares; 2025Q2: 3,240 shares; 2025Q3: 3,240 shares; 2025Q4: 3,130 shares 3,130 $237K 0.01% -110 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 1,667 shares; 2024Q3: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,351 shares; 2025Q4: 951 shares 951 $236K 0.01% -400 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 531 shares 531 $236K 0.01% new Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,440 shares; 2024Q3: 11,662 shares; 2024Q4: 11,876 shares; 2025Q1: 21,769 shares; 2025Q2: 21,956 shares; 2025Q3: 18,065 shares; 2025Q4: 17,565 shares 17,565 $233K 0.01% -500 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,652 shares; 2025Q1: 1,525 shares; 2025Q2: 1,505 shares; 2025Q3: 1,439 shares; 2025Q4: 1,485 shares 1,485 $233K 0.01% +46 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,300 shares; 2025Q3: 14,000 shares; 2025Q4: 16,715 shares 16,715 $233K 0.01% +2,715 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,526 shares 7,526 $232K 0.01% new Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $231K 0.01% 0 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 9,253 shares; 2024Q3: 10,604 shares; 2024Q4: 10,604 shares; 2025Q1: 9,119 shares; 2025Q2: 9,119 shares; 2025Q3: 7,619 shares; 2025Q4: 7,619 shares 7,619 $231K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,217 shares 2,217 $231K 0.01% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,720 shares 4,720 $231K 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,675 shares; 2025Q3: 4,734 shares; 2025Q4: 4,253 shares 4,253 $227K 0.01% -481 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares 2,448 $226K 0.01% 0 Timeline BSCT 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,949 shares 11,949 $225K 0.01% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 2,408 shares; 2024Q3: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: 2,333 shares; 2025Q2: 2,147 shares; 2025Q3: 2,096 shares; 2025Q4: 2,096 shares 2,096 $225K 0.01% 0 Timeline SCZ 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: 6,775 shares; 2024Q3: 6,832 shares; 2024Q4: 4,402 shares; 2025Q1: 4,266 shares; 2025Q2: 4,230 shares; 2025Q3: 2,979 shares; 2025Q4: 2,883 shares 2,883 $224K 0.01% -96 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares 606 $223K 0.01% new Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,146 shares; 2025Q1: 7,999 shares; 2025Q2: 7,999 shares; 2025Q3: 7,999 shares; 2025Q4: 7,999 shares 7,999 $223K 0.01% 0 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 48,341 shares; 2024Q3: 48,341 shares; 2024Q4: 30,341 shares; 2025Q1: 30,341 shares; 2025Q2: 35,341 shares; 2025Q3: 25,341 shares; 2025Q4: 21,341 shares 21,341 $223K 0.01% -4,000 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: not reported; 2024Q3: 5,094 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,701 shares; 2025Q3: 4,693 shares; 2025Q4: 4,743 shares 4,743 $222K 0.01% +50 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,300 shares 6,300 $222K 0.01% -100 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 91,551 shares; 2024Q3: 55,940 shares; 2024Q4: 54,505 shares; 2025Q1: 53,485 shares; 2025Q2: 21,450 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $222K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,780 shares 12,780 $221K 0.01% new 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: 9,168 shares; 2024Q3: 9,168 shares; 2024Q4: 9,926 shares; 2025Q1: 9,168 shares; 2025Q2: 9,168 shares; 2025Q3: 9,168 shares; 2025Q4: 6,758 shares 6,758 $221K 0.01% -2,410 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,181 shares; 2025Q3: 13,239 shares; 2025Q4: 13,930 shares 13,930 $221K 0.01% +691 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,317 shares 5,317 $220K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 30,156 shares; 2024Q3: 29,217 shares; 2024Q4: 28,615 shares; 2025Q1: 23,345 shares; 2025Q2: 22,411 shares; 2025Q3: 20,482 shares; 2025Q4: 16,743 shares 16,743 $220K 0.01% -3,739 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,081 shares 2,081 $219K 0.01% new Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 19,064 shares; 2024Q3: 11,200 shares; 2024Q4: 26,200 shares; 2025Q1: 32,780 shares; 2025Q2: 40,380 shares; 2025Q3: 42,980 shares; 2025Q4: 33,300 shares 33,300 $218K 0.01% -9,680 Timeline DIHP 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,852 shares 6,852 $217K 0.01% new Timeline EES 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: not reported; 2024Q3: 3,807 shares; 2024Q4: 4,277 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,807 shares; 2025Q4: 3,807 shares 3,807 $217K 0.01% 0 Timeline CONY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,500 shares 5,500 $216K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,978 shares 6,978 $213K 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,208 shares 3,208 $213K 0.01% new Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,161 shares; 2024Q4: 3,170 shares; 2025Q1: 3,326 shares; 2025Q2: 3,108 shares; 2025Q3: 3,016 shares; 2025Q4: 3,067 shares 3,067 $212K 0.01% +51 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares 2,056 $212K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,716 shares; 2024Q3: 5,848 shares; 2024Q4: 14,918 shares; 2025Q1: 15,028 shares; 2025Q2: 7,598 shares; 2025Q3: 49,206 shares; 2025Q4: 5,713 shares 5,713 $211K 0.01% -43,493 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,025 shares; 2025Q2: 12,025 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $210K 0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 10,872 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 5,042 shares 5,042 $209K 0.01% -101 Timeline MAYM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,462 shares; 2025Q3: 6,462 shares; 2025Q4: 6,462 shares 6,462 $208K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 4,034 shares; 2024Q3: 3,382 shares; 2024Q4: 2,897 shares; 2025Q1: 2,288 shares; 2025Q2: 1,785 shares; 2025Q3: 1,617 shares; 2025Q4: 1,273 shares 1,273 $208K 0.01% -344 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,546 shares 4,546 $207K 0.01% new 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: 11,774 shares; 2024Q3: 11,587 shares; 2024Q4: 11,958 shares; 2025Q1: 11,595 shares; 2025Q2: 11,656 shares; 2025Q3: not reported; 2025Q4: 903 shares 903 $207K 0.01% new 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: 19,205 shares; 2024Q3: 22,141 shares; 2024Q4: 23,619 shares; 2025Q1: 15,808 shares; 2025Q2: 13,807 shares; 2025Q3: 14,651 shares; 2025Q4: 4,452 shares 4,452 $207K 0.01% -10,199 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,465 shares; 2025Q3: 2,530 shares; 2025Q4: 2,520 shares 2,520 $207K 0.01% -10 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,504 shares 3,504 $206K 0.01% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,433 shares; 2025Q3: 16,438 shares; 2025Q4: 16,187 shares 16,187 $205K 0.01% -251 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,492 shares 3,492 $205K 0.01% new Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,386 shares; 2025Q4: 14,891 shares 14,891 $205K 0.01% +505 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,481 shares 3,481 $205K 0.01% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares 1,070 $204K 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares 2,366 $204K 0.01% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,698 shares 7,698 $203K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 9,871 shares; 2024Q4: 8,991 shares; 2025Q1: 8,494 shares; 2025Q2: 8,823 shares; 2025Q3: 8,977 shares; 2025Q4: 8,128 shares 8,128 $203K 0.01% -849 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,437 shares 5,437 $202K 0.01% new Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,246 shares 5,246 $202K 0.01% new Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,288 shares 4,288 $202K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,336 shares; 2025Q2: 2,418 shares; 2025Q3: not reported; 2025Q4: 2,312 shares 2,312 $202K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,430 shares 2,430 $202K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 8,005 shares; 2024Q3: 7,992 shares; 2024Q4: not reported; 2025Q1: 7,291 shares; 2025Q2: 7,191 shares; 2025Q3: 7,203 shares; 2025Q4: 5,245 shares 5,245 $201K 0.01% -1,958 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,897 shares 2,897 $201K 0.01% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,282 shares; 2025Q4: 2,719 shares 2,719 $201K 0.01% -1,563 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,478 shares; 2025Q4: 4,012 shares 4,012 $200K 0.01% -466 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,324 shares 11,324 $198K 0.01% new Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $190K <0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,827 shares 19,827 $189K <0.01% new Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 123,850 shares; 2024Q3: 70,100 shares; 2024Q4: 47,600 shares; 2025Q1: 34,300 shares; 2025Q2: 34,300 shares; 2025Q3: 34,300 shares; 2025Q4: 27,800 shares 27,800 $186K <0.01% -6,500 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,778 shares 15,778 $184K <0.01% new Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 72,702 shares; 2024Q3: 26,802 shares; 2024Q4: 26,802 shares; 2025Q1: 26,802 shares; 2025Q2: 26,802 shares; 2025Q3: 14,402 shares; 2025Q4: 11,802 shares 11,802 $181K <0.01% -2,600 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,434 shares; 2025Q2: 15,200 shares; 2025Q3: 14,400 shares; 2025Q4: 14,200 shares 14,200 $168K <0.01% -200 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 21,500 shares; 2025Q3: 23,500 shares; 2025Q4: 37,000 shares 37,000 $165K <0.01% +13,500 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,933 shares; 2025Q4: 15,998 shares 15,998 $159K <0.01% +65 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,024 shares; 2025Q3: 9,706 shares; 2025Q4: 10,942 shares 10,942 $152K <0.01% +1,236 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,250 shares; 2025Q4: 19,850 shares 19,850 $149K <0.01% +5,600 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,802 shares; 2025Q1: 14,602 shares; 2025Q2: 14,602 shares; 2025Q3: 18,352 shares; 2025Q4: 18,352 shares 18,352 $149K <0.01% 0 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,062 shares 10,062 $143K <0.01% new Timeline SCM STELLUS CAP INVT CORP More: the full row for STELLUS CAP INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 48,538 shares; 2024Q3: 48,598 shares; 2024Q4: 13,958 shares; 2025Q1: 14,453 shares; 2025Q2: 11,033 shares; 2025Q3: 11,033 shares; 2025Q4: 11,033 shares 11,033 $140K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,188 shares; 2025Q3: not reported; 2025Q4: 11,691 shares 11,691 $138K <0.01% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,918 shares; 2025Q3: 14,361 shares; 2025Q4: 16,369 shares 16,369 $137K <0.01% +2,008 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 16,600 shares; 2024Q3: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares; 2025Q2: 16,600 shares; 2025Q3: 16,100 shares; 2025Q4: 16,100 shares 16,100 $137K <0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,112 shares; 2025Q3: 10,374 shares; 2025Q4: 12,201 shares 12,201 $133K <0.01% +1,827 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,200 shares 10,200 $130K <0.01% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,082 shares; 2025Q3: 11,338 shares; 2025Q4: 14,963 shares 14,963 $125K <0.01% +3,625 SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,078 shares; 2025Q4: 11,412 shares 11,412 $114K <0.01% -666 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,049 shares; 2025Q2: 11,059 shares; 2025Q3: 11,069 shares; 2025Q4: 10,213 shares 10,213 $111K <0.01% -856 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 22,500 shares; 2025Q3: 30,800 shares; 2025Q4: 35,800 shares 35,800 $104K <0.01% +5,000 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $104K <0.01% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,750 shares; 2025Q3: 37,595 shares; 2025Q4: 13,256 shares 13,256 $90.4K <0.01% -24,339 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 13,164 shares; 2024Q4: 18,164 shares; 2025Q1: 14,827 shares; 2025Q2: 14,827 shares; 2025Q3: 12,827 shares; 2025Q4: 12,827 shares 12,827 $76.7K <0.01% 0 Timeline ALDX ALDEYRA THERAPEUTICS INC More: the full row for ALDEYRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,805 shares 14,805 $76.7K <0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,486 shares 13,486 $67.3K <0.01% new Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,606 shares; 2025Q3: 41,835 shares; 2025Q4: 10,000 shares 10,000 $62.7K <0.01% -31,835 Timeline RGP RESOURCES CONNECTION INC More: the full row for RESOURCES CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $50.4K <0.01% new Timeline MSAI MULTISENSOR AI HOLDINGS INC More: the full row for MULTISENSOR AI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: 11,559 shares; 2024Q3: 37,559 shares; 2024Q4: 37,559 shares; 2025Q1: 37,559 shares; 2025Q2: 86,573 shares; 2025Q3: 83,573 shares; 2025Q4: 88,573 shares 88,573 $25.5K <0.01% +5,000 Timeline RDZN ROADZEN INC More: the full row for ROADZEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $24.1K <0.01% new Timeline MBOT MICROBOT MED INC More: the full row for MICROBOT MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 11,300 shares; 2025Q4: 10,000 shares 10,000 $20K <0.01% -1,300 Timeline WETH WETOUCH TECHNOLOGY INC More: the full row for WETOUCH TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $13.4K <0.01% new Timeline