AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233,771 shares; 2024Q4: 2,344,130 shares; 2025Q1: 2,369,122 shares; 2025Q2: 2,354,822 shares; 2025Q3: 2,288,813 shares 2,288,813 $35M 11.24% -66,009 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,317 shares; 2024Q4: 195,151 shares; 2025Q1: 181,359 shares; 2025Q2: 174,685 shares; 2025Q3: 163,827 shares 163,827 $30.6M 9.83% -10,858 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,612 shares; 2024Q4: 87,855 shares; 2025Q1: 86,018 shares; 2025Q2: 83,766 shares; 2025Q3: 81,549 shares 81,549 $20.8M 6.68% -2,217 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,165 shares; 2024Q4: 60,497 shares; 2025Q1: 58,831 shares; 2025Q2: 59,801 shares; 2025Q3: 62,062 shares 62,062 $13.6M 4.38% +2,261 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,750 shares; 2024Q4: 30,551 shares; 2025Q1: 29,281 shares; 2025Q2: 29,642 shares; 2025Q3: 29,689 shares 29,689 $9.36M 3.01% +47 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,090 shares; 2024Q4: 29,071 shares; 2025Q1: 29,036 shares; 2025Q2: 29,136 shares; 2025Q3: 27,457 shares 27,457 $9.01M 2.9% -1,679 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,628 shares; 2024Q4: 18,930 shares; 2025Q1: 17,698 shares; 2025Q2: 16,949 shares; 2025Q3: 16,666 shares 16,666 $8.63M 2.78% -283 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,645 shares; 2024Q4: 11,683 shares; 2025Q1: 12,151 shares; 2025Q2: 11,283 shares; 2025Q3: 10,903 shares 10,903 $8.01M 2.57% -380 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,780 shares; 2024Q4: 31,649 shares; 2025Q1: 29,701 shares; 2025Q2: 29,150 shares; 2025Q3: 29,460 shares 29,460 $7.16M 2.3% +310 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,025 shares; 2024Q4: 155,875 shares; 2025Q1: 170,550 shares; 2025Q2: 165,650 shares; 2025Q3: 168,450 shares 168,450 $5.81M 1.87% +2,800 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,062 shares; 2024Q4: 14,499 shares; 2025Q1: 14,192 shares; 2025Q2: 14,435 shares; 2025Q3: 14,453 shares 14,453 $4.77M 1.53% +18 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,981 shares; 2024Q4: 24,343 shares; 2025Q1: 24,251 shares; 2025Q2: 23,713 shares; 2025Q3: 24,417 shares 24,417 $4.17M 1.34% +704 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,711 shares; 2024Q4: 13,242 shares; 2025Q1: 11,692 shares; 2025Q2: 12,677 shares; 2025Q3: 13,542 shares 13,542 $3.82M 1.23% +865 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,585 shares; 2025Q1: 3,640 shares; 2025Q2: 3,658 shares; 2025Q3: 3,643 shares 3,643 $3.48M 1.12% -15 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 6,670 shares; 2025Q1: 7,010 shares; 2025Q2: 6,980 shares; 2025Q3: 7,460 shares 7,460 $3.32M 1.07% +480 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,938 shares; 2024Q4: 58,058 shares; 2025Q1: 64,742 shares; 2025Q2: 63,727 shares; 2025Q3: 62,377 shares 62,377 $3.06M 0.98% -1,350 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,355 shares; 2024Q4: 19,396 shares; 2025Q1: 17,617 shares; 2025Q2: 17,890 shares; 2025Q3: 17,850 shares 17,850 $2.99M 0.96% -40 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,431 shares; 2025Q1: 4,458 shares; 2025Q2: 4,256 shares; 2025Q3: 4,261 shares 4,261 $2.85M 0.92% +5 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,958 shares; 2025Q1: 5,997 shares; 2025Q2: 5,853 shares; 2025Q3: 5,855 shares 5,855 $2.81M 0.9% +2 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,596 shares; 2024Q4: 69,468 shares; 2025Q1: 69,600 shares; 2025Q2: 69,699 shares; 2025Q3: 70,245 shares 70,245 $2.78M 0.89% +546 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,501 shares; 2024Q4: 234,501 shares; 2025Q1: 232,101 shares; 2025Q2: 229,751 shares; 2025Q3: 273,272 shares 273,272 $2.72M 0.88% +43,521 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 5,305 shares; 2025Q1: 5,280 shares; 2025Q2: 4,995 shares; 2025Q3: 5,285 shares 5,285 $2.66M 0.85% +290 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,296 shares; 2024Q4: 15,315 shares; 2025Q1: 15,260 shares; 2025Q2: 15,317 shares; 2025Q3: 15,476 shares 15,476 $2.4M 0.77% +159 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,630 shares; 2024Q4: 34,830 shares; 2025Q1: 34,532 shares; 2025Q2: 34,487 shares; 2025Q3: 35,703 shares 35,703 $2.4M 0.77% +1,216 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,970 shares; 2024Q4: 28,800 shares; 2025Q1: 28,773 shares; 2025Q2: 27,908 shares; 2025Q3: 27,693 shares 27,693 $2.34M 0.75% -215 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,859 shares; 2024Q4: 11,547 shares; 2025Q1: 10,351 shares; 2025Q2: 10,043 shares; 2025Q3: 10,019 shares 10,019 $2.32M 0.75% -24 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,253 shares; 2025Q1: 3,345 shares; 2025Q2: 3,484 shares; 2025Q3: 3,670 shares 3,670 $2.25M 0.72% +186 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,172 shares; 2024Q4: 9,456 shares; 2025Q1: 9,616 shares; 2025Q2: 10,225 shares; 2025Q3: 10,319 shares 10,319 $2.23M 0.72% +94 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,096 shares; 2024Q4: 15,116 shares; 2025Q1: 15,036 shares; 2025Q2: 14,945 shares; 2025Q3: 14,751 shares 14,751 $2.15M 0.69% -194 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,122 shares; 2024Q4: 57,488 shares; 2025Q1: 65,561 shares; 2025Q2: 71,133 shares; 2025Q3: 80,455 shares 80,455 $2.05M 0.66% +9,322 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,396 shares; 2025Q1: 4,097 shares; 2025Q2: 4,688 shares; 2025Q3: 5,277 shares 5,277 $1.82M 0.59% +589 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,253 shares; 2024Q4: 41,673 shares; 2025Q1: 28,183 shares; 2025Q2: 26,511 shares; 2025Q3: 31,433 shares 31,433 $1.79M 0.58% +4,922 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,950 shares; 2025Q1: 13,600 shares; 2025Q2: 16,459 shares; 2025Q3: 16,462 shares 16,462 $1.67M 0.54% +3 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,705 shares; 2025Q1: 2,722 shares; 2025Q2: 2,702 shares; 2025Q3: 2,767 shares 2,767 $1.66M 0.53% +65 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,575 shares; 2024Q4: 6,139 shares; 2025Q1: 4,579 shares; 2025Q2: 4,304 shares; 2025Q3: 5,759 shares 5,759 $1.62M 0.52% +1,455 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,155 shares; 2024Q4: 36,245 shares; 2025Q1: 30,862 shares; 2025Q2: 35,542 shares; 2025Q3: 35,467 shares 35,467 $1.56M 0.5% -75 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,900 shares; 2024Q4: 49,100 shares; 2025Q1: 47,800 shares; 2025Q2: 43,450 shares; 2025Q3: 45,400 shares 45,400 $1.55M 0.5% +1,950 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,961 shares; 2025Q1: 2,922 shares; 2025Q2: 3,063 shares; 2025Q3: 3,032 shares 3,032 $1.45M 0.47% -31 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,655 shares; 2024Q4: 25,655 shares; 2025Q1: 25,460 shares; 2025Q2: 22,095 shares; 2025Q3: 22,095 shares 22,095 $1.44M 0.46% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,500 shares; 2024Q4: 207,900 shares; 2025Q1: 201,900 shares; 2025Q2: 192,500 shares; 2025Q3: 182,800 shares 182,800 $1.41M 0.45% -9,700 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 475 shares; 2025Q1: 1,315 shares; 2025Q2: 1,355 shares; 2025Q3: 1,175 shares 1,175 $1.41M 0.45% -180 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,400 shares; 2024Q4: 39,289 shares; 2025Q1: 31,334 shares; 2025Q2: 30,687 shares; 2025Q3: 24,164 shares 24,164 $1.39M 0.45% -6,523 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: 30,432 shares; 2025Q1: 36,307 shares; 2025Q2: 33,858 shares; 2025Q3: 37,615 shares 37,615 $1.32M 0.42% +3,757 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,584 shares; 2024Q4: 13,146 shares; 2025Q1: 15,780 shares; 2025Q2: 16,301 shares; 2025Q3: 17,252 shares 17,252 $1.3M 0.42% +951 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 8,986 shares; 2025Q1: 8,827 shares; 2025Q2: 8,426 shares; 2025Q3: 8,264 shares 8,264 $1.27M 0.41% -162 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,811 shares; 2024Q4: 13,056 shares; 2025Q1: 12,154 shares; 2025Q2: 11,203 shares; 2025Q3: 11,202 shares 11,202 $1.26M 0.41% -1 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,764 shares; 2024Q4: 8,401 shares; 2025Q1: 7,298 shares; 2025Q2: 6,747 shares; 2025Q3: 6,733 shares 6,733 $1.25M 0.4% -14 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,982 shares; 2024Q4: 5,982 shares; 2025Q1: 5,982 shares; 2025Q2: 5,982 shares; 2025Q3: 5,982 shares 5,982 $1.24M 0.4% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,647 shares; 2024Q4: 21,741 shares; 2025Q1: 22,537 shares; 2025Q2: 24,837 shares; 2025Q3: 23,837 shares 23,837 $1.23M 0.4% -1,000 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,500 shares; 2025Q1: 128,500 shares; 2025Q2: 136,000 shares; 2025Q3: 149,250 shares 149,250 $1.18M 0.38% +13,250 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,993 shares; 2024Q4: 12,989 shares; 2025Q1: 11,651 shares; 2025Q2: 11,240 shares; 2025Q3: 11,476 shares 11,476 $1.18M 0.38% +236 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,784 shares; 2025Q1: 4,785 shares; 2025Q2: 4,761 shares; 2025Q3: 4,972 shares 4,972 $1.17M 0.38% +211 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 5,035 shares; 2025Q1: 5,636 shares; 2025Q2: 5,717 shares; 2025Q3: 5,782 shares 5,782 $1.13M 0.36% +65 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,446 shares; 2024Q4: 5,275 shares; 2025Q1: 5,081 shares; 2025Q2: 4,606 shares; 2025Q3: 4,607 shares 4,607 $1.12M 0.36% +1 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,079 shares; 2024Q4: 71,704 shares; 2025Q1: 67,201 shares; 2025Q2: 65,777 shares; 2025Q3: 65,267 shares 65,267 $1.11M 0.36% -510 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 7,050 shares; 2025Q1: 8,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,351 shares 7,351 $1.11M 0.36% +201 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,416 shares; 2025Q1: 3,331 shares; 2025Q2: 3,196 shares; 2025Q3: 3,197 shares 3,197 $1.09M 0.35% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: 1,674 shares; 2025Q3: 1,684 shares 1,684 $1.04M 0.33% +10 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,200 shares; 2025Q2: 46,600 shares; 2025Q3: 28,500 shares 28,500 $1.03M 0.33% -18,100 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,531 shares; 2025Q1: 2,506 shares; 2025Q2: 2,513 shares; 2025Q3: 2,515 shares 2,515 $1.02M 0.33% +2 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,250 shares; 2024Q4: 71,900 shares; 2025Q1: 61,750 shares; 2025Q2: 60,950 shares; 2025Q3: 56,950 shares 56,950 $1M 0.32% -4,000 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,714 shares; 2025Q1: 4,309 shares; 2025Q2: 5,304 shares; 2025Q3: 5,476 shares 5,476 $999K 0.32% +172 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 7,384 shares; 2025Q1: 7,799 shares; 2025Q2: 6,885 shares; 2025Q3: 5,725 shares 5,725 $958K 0.31% -1,160 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,060 shares; 2024Q4: 105,760 shares; 2025Q1: 101,560 shares; 2025Q2: 90,060 shares; 2025Q3: 81,060 shares 81,060 $941K 0.3% -9,000 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,750 shares 6,750 $924K 0.3% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 10,739 shares; 2025Q1: 10,789 shares; 2025Q2: 10,814 shares; 2025Q3: 10,514 shares 10,514 $882K 0.28% -300 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,710 shares; 2025Q3: 7,500 shares 7,500 $837K 0.27% +790 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,250 shares; 2024Q4: 11,168 shares; 2025Q1: 10,292 shares; 2025Q2: 10,118 shares; 2025Q3: 10,118 shares 10,118 $809K 0.26% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,675 shares; 2025Q1: 5,175 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares 5,075 $807K 0.26% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,027 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,076 shares 1,076 $803K 0.26% +20 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,468 shares 49,468 $803K 0.26% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,274 shares; 2025Q1: 6,224 shares; 2025Q2: 6,224 shares; 2025Q3: 5,924 shares 5,924 $793K 0.26% -300 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 5,523 shares; 2025Q1: 5,248 shares; 2025Q2: 4,708 shares; 2025Q3: 4,678 shares 4,678 $783K 0.25% -30 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 14,852 shares; 2025Q1: 17,776 shares; 2025Q2: 17,651 shares; 2025Q3: 17,226 shares 17,226 $777K 0.25% -425 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,121 shares; 2024Q4: 10,177 shares; 2025Q1: 9,342 shares; 2025Q2: 8,775 shares; 2025Q3: 8,693 shares 8,693 $777K 0.25% -82 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,389 shares; 2025Q1: 1,269 shares; 2025Q2: 1,396 shares; 2025Q3: 1,142 shares 1,142 $761K 0.24% -254 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,719 shares; 2025Q1: 2,612 shares; 2025Q2: 2,613 shares; 2025Q3: 2,614 shares 2,614 $738K 0.24% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,254 shares; 2024Q4: 54,590 shares; 2025Q1: 49,576 shares; 2025Q2: 43,812 shares; 2025Q3: 46,080 shares 46,080 $733K 0.24% +2,268 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 836 shares; 2025Q1: 746 shares; 2025Q2: 741 shares; 2025Q3: 772 shares 772 $714K 0.23% +31 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 6,967 shares; 2025Q1: 6,896 shares; 2025Q2: 6,232 shares; 2025Q3: 5,981 shares 5,981 $711K 0.23% -251 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,256 shares; 2024Q4: 17,098 shares; 2025Q1: 17,160 shares; 2025Q2: 14,685 shares; 2025Q3: 16,903 shares 16,903 $699K 0.22% +2,218 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,508 shares; 2024Q4: 162,544 shares; 2025Q1: 89,901 shares; 2025Q2: 68,500 shares; 2025Q3: 61,000 shares 61,000 $696K 0.22% -7,500 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,530 shares 20,530 $689K 0.22% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,916 shares; 2025Q1: 2,066 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares 2,067 $680K 0.22% 0 Timeline ITAN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,506 shares 19,506 $677K 0.22% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,245 shares; 2024Q4: 11,825 shares; 2025Q1: 10,825 shares; 2025Q2: 11,678 shares; 2025Q3: 11,681 shares 11,681 $663K 0.21% +3 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 8,909 shares; 2025Q1: 8,941 shares; 2025Q2: 8,748 shares; 2025Q3: 8,846 shares 8,846 $658K 0.21% +98 Timeline IDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,930 shares 7,930 $655K 0.21% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,550 shares; 2024Q4: 22,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares 21,500 $654K 0.21% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 5,821 shares; 2025Q1: 5,825 shares; 2025Q2: 4,901 shares; 2025Q3: 5,903 shares 5,903 $654K 0.21% +1,002 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 1,977 shares; 2025Q1: 1,709 shares; 2025Q2: 1,068 shares; 2025Q3: 857 shares 857 $654K 0.21% -211 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,274 shares; 2025Q1: 1,824 shares; 2025Q2: 2,276 shares; 2025Q3: 2,151 shares 2,151 $647K 0.21% -125 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 5,554 shares; 2025Q1: 5,554 shares; 2025Q2: 5,554 shares; 2025Q3: 5,554 shares 5,554 $644K 0.21% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,815 shares; 2025Q1: 4,885 shares; 2025Q2: 4,910 shares; 2025Q3: 6,410 shares 6,410 $640K 0.21% +1,500 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,789 shares; 2025Q1: 12,489 shares; 2025Q2: 9,352 shares; 2025Q3: 15,035 shares 15,035 $637K 0.2% +5,683 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,200 shares; 2024Q4: 65,200 shares; 2025Q1: 59,600 shares; 2025Q2: 59,600 shares; 2025Q3: 46,400 shares 46,400 $610K 0.2% -13,200 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 13,430 shares; 2025Q1: 13,130 shares; 2025Q2: 13,030 shares; 2025Q3: 13,030 shares 13,030 $602K 0.19% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 8,531 shares; 2025Q1: 8,531 shares; 2025Q2: 8,521 shares; 2025Q3: 8,736 shares 8,736 $595K 0.19% +215 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares 1,569 $595K 0.19% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,462 shares; 2024Q4: 22,353 shares; 2025Q1: 14,613 shares; 2025Q2: 20,395 shares; 2025Q3: 20,373 shares 20,373 $575K 0.19% -22 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,350 shares; 2024Q4: 12,675 shares; 2025Q1: 10,025 shares; 2025Q2: 9,403 shares; 2025Q3: 8,653 shares 8,653 $572K 0.18% -750 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 11,215 shares; 2025Q1: 8,245 shares; 2025Q2: 7,696 shares; 2025Q3: 7,764 shares 7,764 $570K 0.18% +68 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: not reported; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares 2,710 $555K 0.18% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 9,011 shares; 2025Q1: 10,061 shares; 2025Q2: 9,761 shares; 2025Q3: 10,310 shares 10,310 $553K 0.18% +549 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 14,706 shares; 2025Q1: 14,576 shares; 2025Q2: 14,380 shares; 2025Q3: 14,383 shares 14,383 $551K 0.18% +3 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,001 shares; 2025Q1: 4,371 shares; 2025Q2: 3,863 shares; 2025Q3: 3,848 shares 3,848 $542K 0.17% -15 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 409 shares; 2025Q1: 481 shares; 2025Q2: 656 shares; 2025Q3: 656 shares 656 $523K 0.17% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,180 shares; 2024Q4: 38,244 shares; 2025Q1: 37,454 shares; 2025Q2: 37,219 shares; 2025Q3: 36,534 shares 36,534 $521K 0.17% -685 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,050 shares 2,050 $505K 0.16% -50 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,208 shares; 2025Q1: 2,408 shares; 2025Q2: 1,379 shares; 2025Q3: 1,411 shares 1,411 $502K 0.16% +32 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,404 shares; 2025Q1: 2,404 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares 2,604 $493K 0.16% 0 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,820 shares; 2024Q4: 315,200 shares; 2025Q1: 299,200 shares; 2025Q2: 191,700 shares; 2025Q3: 169,700 shares 169,700 $492K 0.16% -22,000 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,229 shares; 2025Q1: 4,229 shares; 2025Q2: 3,280 shares; 2025Q3: 4,371 shares 4,371 $491K 0.16% +1,091 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 6,960 shares; 2025Q1: 6,166 shares; 2025Q2: 5,313 shares; 2025Q3: 5,298 shares 5,298 $484K 0.16% -15 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,745 shares; 2025Q1: 2,745 shares; 2025Q2: 2,285 shares; 2025Q3: 2,685 shares 2,685 $481K 0.15% +400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,217 shares; 2024Q4: 52,233 shares; 2025Q1: 52,249 shares; 2025Q2: 51,567 shares; 2025Q3: 51,567 shares 51,567 $469K 0.15% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,520 shares; 2024Q4: 10,402 shares; 2025Q1: 9,902 shares; 2025Q2: 9,902 shares; 2025Q3: 9,394 shares 9,394 $468K 0.15% -508 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 3,907 shares; 2025Q1: 5,968 shares; 2025Q2: 5,469 shares; 2025Q3: 5,453 shares 5,453 $459K 0.15% -16 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 18,500 shares 18,500 $459K 0.15% +4,500 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 6,166 shares; 2025Q1: 4,987 shares; 2025Q2: 4,414 shares; 2025Q3: 5,959 shares 5,959 $449K 0.14% +1,545 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,000 shares; 2025Q3: 12,000 shares 12,000 $434K 0.14% +1,000 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $432K 0.14% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 14,328 shares; 2025Q1: 14,228 shares; 2025Q2: 13,088 shares; 2025Q3: 13,208 shares 13,208 $421K 0.14% +120 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,855 shares; 2024Q4: 12,515 shares; 2025Q1: 12,090 shares; 2025Q2: 8,890 shares; 2025Q3: 8,915 shares 8,915 $418K 0.13% +25 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares 2,065 $409K 0.13% 0 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,268 shares; 2024Q4: 11,268 shares; 2025Q1: 21,294 shares; 2025Q2: 31,294 shares; 2025Q3: 34,794 shares 34,794 $403K 0.13% +3,500 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 340 shares 340 $396K 0.13% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 5,800 shares; 2025Q1: 5,400 shares; 2025Q2: 4,325 shares; 2025Q3: 4,543 shares 4,543 $392K 0.13% +218 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares 166 $388K 0.12% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,304 shares; 2025Q1: 2,308 shares; 2025Q2: 2,298 shares; 2025Q3: 1,999 shares 1,999 $384K 0.12% -299 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,700 shares; 2024Q4: 26,400 shares; 2025Q1: 28,000 shares; 2025Q2: 28,700 shares; 2025Q3: 30,100 shares 30,100 $379K 0.12% +1,400 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,137 shares 6,137 $377K 0.12% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares 6,300 $376K 0.12% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,525 shares 5,525 $371K 0.12% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 435 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 380 shares 380 $368K 0.12% -50 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,490 shares; 2025Q1: 2,995 shares; 2025Q2: 2,645 shares; 2025Q3: 2,560 shares 2,560 $363K 0.12% -85 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,200 shares; 2024Q4: 121,400 shares; 2025Q1: 96,567 shares; 2025Q2: 102,167 shares; 2025Q3: 208,017 shares 208,017 $362K 0.12% +105,850 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,418 shares; 2024Q4: 58,578 shares; 2025Q1: 59,104 shares; 2025Q2: 64,840 shares; 2025Q3: 33,821 shares 33,821 $361K 0.12% -31,019 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 14,314 shares; 2025Q1: 14,257 shares; 2025Q2: 13,126 shares; 2025Q3: 13,136 shares 13,136 $359K 0.12% +10 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 4,447 shares; 2025Q1: 4,447 shares; 2025Q2: 3,448 shares; 2025Q3: 4,693 shares 4,693 $357K 0.11% +1,245 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 2,437 shares; 2025Q3: 3,243 shares 3,243 $346K 0.11% +806 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,230 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,232 shares 1,232 $344K 0.11% +1 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,531 shares; 2025Q1: not reported; 2025Q2: 8,397 shares; 2025Q3: 9,032 shares 9,032 $339K 0.11% +635 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 2,837 shares; 2025Q1: 2,387 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares 2,338 $338K 0.11% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,825 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares 10,700 $335K 0.11% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 10,902 shares; 2025Q1: 9,307 shares; 2025Q2: 5,954 shares; 2025Q3: 6,071 shares 6,071 $327K 0.11% +117 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,657 shares 3,657 $322K 0.1% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 1,973 shares; 2025Q1: 1,510 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares 1,480 $319K 0.1% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 5,575 shares; 2025Q1: 5,575 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares 5,575 $317K 0.1% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 7,932 shares; 2025Q1: 7,802 shares; 2025Q2: 8,738 shares; 2025Q3: 9,928 shares 9,928 $314K 0.1% +1,190 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,898 shares; 2025Q1: 6,898 shares; 2025Q2: 6,898 shares; 2025Q3: 6,898 shares 6,898 $314K 0.1% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 16,300 shares; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares 13,800 $310K 0.1% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,873 shares; 2024Q4: 8,065 shares; 2025Q1: 7,347 shares; 2025Q2: 4,171 shares; 2025Q3: 3,907 shares 3,907 $306K 0.1% -264 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,447 shares; 2025Q3: 3,688 shares 3,688 $306K 0.1% +241 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 607 shares; 2025Q1: 601 shares; 2025Q2: 602 shares; 2025Q3: 600 shares 600 $300K 0.1% -2 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 4,002 shares; 2025Q1: 2,888 shares; 2025Q2: 2,675 shares; 2025Q3: 2,605 shares 2,605 $298K 0.1% -70 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares 650 $297K 0.1% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 2,959 shares; 2025Q1: 2,959 shares; 2025Q2: 2,709 shares; 2025Q3: 2,710 shares 2,710 $295K 0.09% +1 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,425 shares; 2025Q3: 2,638 shares 2,638 $294K 0.09% +213 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares 508 $289K 0.09% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 2,175 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares 1,925 $286K 0.09% 0 Timeline NXJ NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,300 shares; 2025Q2: 20,300 shares; 2025Q3: 22,800 shares 22,800 $283K 0.09% +2,500 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,500 shares; 2024Q4: 73,700 shares; 2025Q1: 98,500 shares; 2025Q2: 122,000 shares; 2025Q3: 114,500 shares 114,500 $282K 0.09% -7,500 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 930 shares; 2025Q1: 1,055 shares; 2025Q2: 1,110 shares; 2025Q3: 1,175 shares 1,175 $278K 0.09% +65 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,556 shares; 2025Q1: 1,568 shares; 2025Q2: 1,578 shares; 2025Q3: 1,592 shares 1,592 $278K 0.09% +14 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: 7,584 shares; 2025Q1: 7,085 shares; 2025Q2: 6,956 shares; 2025Q3: 6,957 shares 6,957 $278K 0.09% +1 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,814 shares 14,814 $277K 0.09% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 16,000 shares; 2025Q2: 13,000 shares; 2025Q3: 14,500 shares 14,500 $276K 0.09% +1,500 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,447 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,296 shares 1,296 $273K 0.09% +21 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,002 shares; 2025Q1: 14,505 shares; 2025Q2: 22,107 shares; 2025Q3: 15,612 shares 15,612 $273K 0.09% -6,495 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares 2,013 $271K 0.09% 0 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,596 shares; 2025Q1: 6,427 shares; 2025Q2: 6,596 shares; 2025Q3: 5,588 shares 5,588 $270K 0.09% -1,008 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $269K 0.09% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares 723 $264K 0.08% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,810 shares; 2024Q4: 7,740 shares; 2025Q1: 7,665 shares; 2025Q2: 7,365 shares; 2025Q3: 7,425 shares 7,425 $264K 0.08% +60 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,202 shares; 2025Q1: 3,204 shares; 2025Q2: 3,006 shares; 2025Q3: 3,009 shares 3,009 $264K 0.08% +3 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares 3,258 $260K 0.08% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,907 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,855 shares 2,855 $259K 0.08% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,124 shares 11,124 $255K 0.08% new Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,203 shares; 2025Q2: not reported; 2025Q3: 3,203 shares 3,203 $245K 0.08% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,467 shares; 2025Q3: 1,667 shares 1,667 $244K 0.08% +200 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,540 shares; 2024Q4: 23,860 shares; 2025Q1: 18,250 shares; 2025Q2: 15,900 shares; 2025Q3: 16,100 shares 16,100 $240K 0.08% +200 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,215 shares 1,215 $238K 0.08% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 2,096 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,165 shares 1,165 $237K 0.08% +85 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,514 shares; 2024Q4: 13,814 shares; 2025Q1: 13,814 shares; 2025Q2: 13,814 shares; 2025Q3: 13,814 shares 13,814 $237K 0.08% 0 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,060 shares; 2024Q4: 86,060 shares; 2025Q1: 78,560 shares; 2025Q2: 75,060 shares; 2025Q3: 75,060 shares 75,060 $233K 0.08% 0 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,850 shares; 2024Q4: 32,850 shares; 2025Q1: 31,350 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares 21,000 $232K 0.07% 0 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 17,000 shares 17,000 $231K 0.07% -1,000 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,200 shares 9,200 $227K 0.07% new Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,050 shares; 2024Q4: 32,850 shares; 2025Q1: 30,850 shares; 2025Q2: 31,750 shares; 2025Q3: 59,850 shares 59,850 $226K 0.07% +28,100 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,025 shares; 2025Q2: not reported; 2025Q3: 2,025 shares 2,025 $224K 0.07% new Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,200 shares 9,200 $223K 0.07% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,746 shares; 2024Q4: 8,746 shares; 2025Q1: 8,746 shares; 2025Q2: 8,746 shares; 2025Q3: 8,746 shares 8,746 $220K 0.07% 0 CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares 511 $216K 0.07% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares 2,202 $216K 0.07% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,363 shares; 2024Q4: 22,402 shares; 2025Q1: 22,443 shares; 2025Q2: 22,484 shares; 2025Q3: 9,000 shares 9,000 $215K 0.07% -13,484 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares 1,296 $215K 0.07% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500 $214K 0.07% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares 5,700 $213K 0.07% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares 1,510 $211K 0.07% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,520 shares 1,520 $204K 0.07% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,077 shares 3,077 $202K 0.06% new Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,119 shares; 2024Q4: 18,182 shares; 2025Q1: 17,853 shares; 2025Q2: 16,932 shares; 2025Q3: 18,006 shares 18,006 $194K 0.06% +1,074 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,651 shares; 2024Q4: 28,651 shares; 2025Q1: 28,651 shares; 2025Q2: 28,651 shares; 2025Q3: 20,151 shares 20,151 $172K 0.06% -8,500 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares 10,500 $171K 0.06% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $154K 0.05% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 18,247 shares; 2025Q1: 18,247 shares; 2025Q2: 15,450 shares; 2025Q3: 15,450 shares 15,450 $139K 0.04% 0 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,200 shares; 2024Q4: 55,800 shares; 2025Q1: 20,000 shares; 2025Q2: 19,900 shares; 2025Q3: 23,500 shares 23,500 $138K 0.04% +3,600 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,700 shares; 2024Q4: 34,800 shares; 2025Q1: 33,750 shares; 2025Q2: 33,950 shares; 2025Q3: 29,950 shares 29,950 $122K 0.04% -4,000 Timeline ZENA ZENATECH INC More: the full row for ZENATECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,000 shares 23,000 $110K 0.04% new Timeline CURI CURIOSITYSTREAM INC More: the full row for CURIOSITYSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,114 shares; 2024Q4: 14,140 shares; 2025Q1: not reported; 2025Q2: 18,070 shares; 2025Q3: 18,104 shares 18,104 $96K 0.03% +34 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 38,000 shares; 2025Q1: 39,000 shares; 2025Q2: 24,000 shares; 2025Q3: 26,000 shares 26,000 $89.2K 0.03% +2,000 Timeline XAIR BEYOND AIR INC More: the full row for BEYOND AIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,755 shares 33,755 $78K 0.03% new Timeline SCYX SCYNEXIS INC More: the full row for SCYNEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,000 shares; 2024Q4: 94,000 shares; 2025Q1: 89,500 shares; 2025Q2: 99,500 shares; 2025Q3: 99,500 shares 99,500 $76.6K 0.02% 0 Timeline GLUE MONTE ROSA THERAPEUTICS INC More: the full row for MONTE ROSA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,099 shares 10,099 $74.8K 0.02% new Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 34,500 shares; 2025Q3: 16,000 shares 16,000 $43.7K 0.01% -18,500 Timeline AUTL AUTOLUS THERAPEUTICS LTD More: the full row for AUTOLUS THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,000 shares; 2024Q4: 42,800 shares; 2025Q1: 36,300 shares; 2025Q2: 13,500 shares; 2025Q3: 16,000 shares 16,000 $26.1K 0.01% +2,500 Timeline