AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,891,917 shares 1,891,917 $40.8M 12.77% -396,896 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,317 shares; 2024Q4: 195,151 shares; 2025Q1: 181,359 shares; 2025Q2: 174,685 shares; 2025Q3: 163,827 shares; 2025Q4: 158,479 shares 158,479 $29.6M 9.26% -5,348 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,612 shares; 2024Q4: 87,855 shares; 2025Q1: 86,018 shares; 2025Q2: 83,766 shares; 2025Q3: 81,549 shares; 2025Q4: 81,874 shares 81,874 $22.3M 6.97% +325 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,165 shares; 2024Q4: 60,497 shares; 2025Q1: 58,831 shares; 2025Q2: 59,801 shares; 2025Q3: 62,062 shares; 2025Q4: 61,947 shares 61,947 $14.3M 4.48% -115 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,750 shares; 2024Q4: 30,551 shares; 2025Q1: 29,281 shares; 2025Q2: 29,642 shares; 2025Q3: 29,689 shares; 2025Q4: 29,572 shares 29,572 $9.53M 2.98% -117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,025 shares; 2024Q4: 155,875 shares; 2025Q1: 170,550 shares; 2025Q2: 165,650 shares; 2025Q3: 168,450 shares; 2025Q4: 143,300 shares 143,300 $9.51M 2.98% -25,150 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,090 shares; 2024Q4: 29,071 shares; 2025Q1: 29,036 shares; 2025Q2: 29,136 shares; 2025Q3: 27,457 shares; 2025Q4: 27,464 shares 27,464 $9.21M 2.88% +7 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,780 shares; 2024Q4: 31,649 shares; 2025Q1: 29,701 shares; 2025Q2: 29,150 shares; 2025Q3: 29,460 shares; 2025Q4: 29,066 shares 29,066 $9.1M 2.85% -394 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,628 shares; 2024Q4: 18,930 shares; 2025Q1: 17,698 shares; 2025Q2: 16,949 shares; 2025Q3: 16,666 shares; 2025Q4: 16,525 shares 16,525 $7.99M 2.5% -141 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,645 shares; 2024Q4: 11,683 shares; 2025Q1: 12,151 shares; 2025Q2: 11,283 shares; 2025Q3: 10,903 shares; 2025Q4: 11,005 shares 11,005 $7.26M 2.27% +102 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,355 shares; 2024Q4: 19,396 shares; 2025Q1: 17,617 shares; 2025Q2: 17,890 shares; 2025Q3: 17,850 shares; 2025Q4: 19,375 shares 19,375 $5.53M 1.73% +1,525 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,062 shares; 2024Q4: 14,499 shares; 2025Q1: 14,192 shares; 2025Q2: 14,435 shares; 2025Q3: 14,453 shares; 2025Q4: 14,156 shares 14,156 $4.9M 1.53% -297 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,981 shares; 2024Q4: 24,343 shares; 2025Q1: 24,251 shares; 2025Q2: 23,713 shares; 2025Q3: 24,417 shares; 2025Q4: 24,091 shares 24,091 $3.71M 1.16% -326 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,711 shares; 2024Q4: 13,242 shares; 2025Q1: 11,692 shares; 2025Q2: 12,677 shares; 2025Q3: 13,542 shares; 2025Q4: 11,870 shares 11,870 $3.52M 1.1% -1,672 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 6,670 shares; 2025Q1: 7,010 shares; 2025Q2: 6,980 shares; 2025Q3: 7,460 shares; 2025Q4: 7,355 shares 7,355 $3.31M 1.04% -105 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,431 shares; 2025Q1: 4,458 shares; 2025Q2: 4,256 shares; 2025Q3: 4,261 shares; 2025Q4: 4,276 shares 4,276 $2.93M 0.92% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,596 shares; 2024Q4: 69,468 shares; 2025Q1: 69,600 shares; 2025Q2: 69,699 shares; 2025Q3: 70,245 shares; 2025Q4: 77,110 shares 77,110 $2.82M 0.88% +6,865 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 5,305 shares; 2025Q1: 5,280 shares; 2025Q2: 4,995 shares; 2025Q3: 5,285 shares; 2025Q4: 5,305 shares 5,305 $2.67M 0.84% +20 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,958 shares; 2025Q1: 5,997 shares; 2025Q2: 5,853 shares; 2025Q3: 5,855 shares; 2025Q4: 5,453 shares 5,453 $2.66M 0.83% -402 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,253 shares; 2025Q1: 3,345 shares; 2025Q2: 3,484 shares; 2025Q3: 3,670 shares; 2025Q4: 3,981 shares 3,981 $2.5M 0.78% +311 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,172 shares; 2024Q4: 9,456 shares; 2025Q1: 9,616 shares; 2025Q2: 10,225 shares; 2025Q3: 10,319 shares; 2025Q4: 11,357 shares 11,357 $2.47M 0.77% +1,038 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,630 shares; 2024Q4: 34,830 shares; 2025Q1: 34,532 shares; 2025Q2: 34,487 shares; 2025Q3: 35,703 shares; 2025Q4: 35,429 shares 35,429 $2.46M 0.77% -274 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,296 shares; 2024Q4: 15,315 shares; 2025Q1: 15,260 shares; 2025Q2: 15,317 shares; 2025Q3: 15,476 shares; 2025Q4: 15,329 shares 15,329 $2.34M 0.73% -147 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,859 shares; 2024Q4: 11,547 shares; 2025Q1: 10,351 shares; 2025Q2: 10,043 shares; 2025Q3: 10,019 shares; 2025Q4: 10,004 shares 10,004 $2.29M 0.72% -15 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,585 shares; 2025Q1: 3,640 shares; 2025Q2: 3,658 shares; 2025Q3: 3,643 shares; 2025Q4: 2,745 shares 2,745 $2.22M 0.7% -898 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,096 shares; 2024Q4: 15,116 shares; 2025Q1: 15,036 shares; 2025Q2: 14,945 shares; 2025Q3: 14,751 shares; 2025Q4: 14,751 shares 14,751 $2.19M 0.69% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,900 shares; 2024Q4: 49,100 shares; 2025Q1: 47,800 shares; 2025Q2: 43,450 shares; 2025Q3: 45,400 shares; 2025Q4: 45,250 shares 45,250 $2.18M 0.68% -150 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,446 shares; 2024Q4: 5,275 shares; 2025Q1: 5,081 shares; 2025Q2: 4,606 shares; 2025Q3: 4,607 shares; 2025Q4: 6,807 shares 6,807 $2.14M 0.67% +2,200 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,400 shares; 2024Q4: 39,289 shares; 2025Q1: 31,334 shares; 2025Q2: 30,687 shares; 2025Q3: 24,164 shares; 2025Q4: 33,593 shares 33,593 $1.95M 0.61% +9,429 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,468 shares; 2025Q4: 108,964 shares 108,964 $1.88M 0.59% +59,496 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,253 shares; 2024Q4: 41,673 shares; 2025Q1: 28,183 shares; 2025Q2: 26,511 shares; 2025Q3: 31,433 shares; 2025Q4: 31,606 shares 31,606 $1.81M 0.57% +173 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,122 shares; 2024Q4: 57,488 shares; 2025Q1: 65,561 shares; 2025Q2: 71,133 shares; 2025Q3: 80,455 shares; 2025Q4: 72,116 shares 72,116 $1.8M 0.56% -8,339 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,970 shares; 2024Q4: 28,800 shares; 2025Q1: 28,773 shares; 2025Q2: 27,908 shares; 2025Q3: 27,693 shares; 2025Q4: 23,452 shares 23,452 $1.77M 0.55% -4,241 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,961 shares; 2025Q1: 2,922 shares; 2025Q2: 3,063 shares; 2025Q3: 3,032 shares; 2025Q4: 3,033 shares 3,033 $1.74M 0.54% +1 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,705 shares; 2025Q1: 2,722 shares; 2025Q2: 2,702 shares; 2025Q3: 2,767 shares; 2025Q4: 2,788 shares 2,788 $1.71M 0.54% +21 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,396 shares; 2025Q1: 4,097 shares; 2025Q2: 4,688 shares; 2025Q3: 5,277 shares; 2025Q4: 5,036 shares 5,036 $1.66M 0.52% -241 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,655 shares; 2024Q4: 25,655 shares; 2025Q1: 25,460 shares; 2025Q2: 22,095 shares; 2025Q3: 22,095 shares; 2025Q4: 22,595 shares 22,595 $1.49M 0.47% +500 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,811 shares; 2024Q4: 13,056 shares; 2025Q1: 12,154 shares; 2025Q2: 11,203 shares; 2025Q3: 11,202 shares; 2025Q4: 12,132 shares 12,132 $1.46M 0.46% +930 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,155 shares; 2024Q4: 36,245 shares; 2025Q1: 30,862 shares; 2025Q2: 35,542 shares; 2025Q3: 35,467 shares; 2025Q4: 35,517 shares 35,517 $1.45M 0.45% +50 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,950 shares; 2025Q1: 13,600 shares; 2025Q2: 16,459 shares; 2025Q3: 16,462 shares; 2025Q4: 11,980 shares 11,980 $1.4M 0.44% -4,482 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,501 shares; 2024Q4: 234,501 shares; 2025Q1: 232,101 shares; 2025Q2: 229,751 shares; 2025Q3: 273,272 shares; 2025Q4: 185,422 shares 185,422 $1.36M 0.42% -87,850 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,764 shares; 2024Q4: 8,401 shares; 2025Q1: 7,298 shares; 2025Q2: 6,747 shares; 2025Q3: 6,733 shares; 2025Q4: 6,543 shares 6,543 $1.35M 0.42% -190 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,993 shares; 2024Q4: 12,989 shares; 2025Q1: 11,651 shares; 2025Q2: 11,240 shares; 2025Q3: 11,476 shares; 2025Q4: 11,982 shares 11,982 $1.33M 0.42% +506 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,500 shares; 2025Q1: 128,500 shares; 2025Q2: 136,000 shares; 2025Q3: 149,250 shares; 2025Q4: 120,500 shares 120,500 $1.3M 0.41% -28,750 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,982 shares; 2024Q4: 5,982 shares; 2025Q1: 5,982 shares; 2025Q2: 5,982 shares; 2025Q3: 5,982 shares; 2025Q4: 6,012 shares 6,012 $1.27M 0.4% +30 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 8,986 shares; 2025Q1: 8,827 shares; 2025Q2: 8,426 shares; 2025Q3: 8,264 shares; 2025Q4: 8,290 shares 8,290 $1.19M 0.37% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: 30,432 shares; 2025Q1: 36,307 shares; 2025Q2: 33,858 shares; 2025Q3: 37,615 shares; 2025Q4: 32,150 shares 32,150 $1.18M 0.37% -5,465 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,789 shares; 2025Q1: 12,489 shares; 2025Q2: 9,352 shares; 2025Q3: 15,035 shares; 2025Q4: 18,179 shares 18,179 $1.17M 0.37% +3,144 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,647 shares; 2024Q4: 21,741 shares; 2025Q1: 22,537 shares; 2025Q2: 24,837 shares; 2025Q3: 23,837 shares; 2025Q4: 20,912 shares 20,912 $1.15M 0.36% -2,925 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,416 shares; 2025Q1: 3,331 shares; 2025Q2: 3,196 shares; 2025Q3: 3,197 shares; 2025Q4: 3,202 shares 3,202 $1.12M 0.35% +5 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 7,050 shares; 2025Q1: 8,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,351 shares; 2025Q4: 6,851 shares 6,851 $1.11M 0.35% -500 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,079 shares; 2024Q4: 71,704 shares; 2025Q1: 67,201 shares; 2025Q2: 65,777 shares; 2025Q3: 65,267 shares; 2025Q4: 61,994 shares 61,994 $1.1M 0.34% -3,273 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,938 shares; 2024Q4: 58,058 shares; 2025Q1: 64,742 shares; 2025Q2: 63,727 shares; 2025Q3: 62,377 shares; 2025Q4: 28,850 shares 28,850 $1.1M 0.34% -33,527 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,980 shares 37,980 $1.09M 0.34% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: 1,674 shares; 2025Q3: 1,684 shares; 2025Q4: 1,633 shares 1,633 $1.07M 0.33% -51 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,584 shares; 2024Q4: 13,146 shares; 2025Q1: 15,780 shares; 2025Q2: 16,301 shares; 2025Q3: 17,252 shares; 2025Q4: 13,141 shares 13,141 $1.05M 0.33% -4,111 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 10,739 shares; 2025Q1: 10,789 shares; 2025Q2: 10,814 shares; 2025Q3: 10,514 shares; 2025Q4: 9,814 shares 9,814 $1.03M 0.32% -700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,784 shares; 2025Q1: 4,785 shares; 2025Q2: 4,761 shares; 2025Q3: 4,972 shares; 2025Q4: 5,172 shares 5,172 $1.01M 0.31% +200 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 9,011 shares; 2025Q1: 10,061 shares; 2025Q2: 9,761 shares; 2025Q3: 10,310 shares; 2025Q4: 17,196 shares 17,196 $943K 0.3% +6,886 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,274 shares; 2025Q1: 1,824 shares; 2025Q2: 2,276 shares; 2025Q3: 2,151 shares; 2025Q4: 3,051 shares 3,051 $940K 0.29% +900 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 5,035 shares; 2025Q1: 5,636 shares; 2025Q2: 5,717 shares; 2025Q3: 5,782 shares; 2025Q4: 5,782 shares 5,782 $933K 0.29% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,675 shares; 2025Q1: 5,175 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 5,075 shares 5,075 $901K 0.28% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,719 shares; 2025Q1: 2,612 shares; 2025Q2: 2,613 shares; 2025Q3: 2,614 shares; 2025Q4: 2,749 shares 2,749 $900K 0.28% +135 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 1,977 shares; 2025Q1: 1,709 shares; 2025Q2: 1,068 shares; 2025Q3: 857 shares; 2025Q4: 818 shares 818 $879K 0.28% -39 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,531 shares; 2025Q1: 2,506 shares; 2025Q2: 2,513 shares; 2025Q3: 2,515 shares; 2025Q4: 2,516 shares 2,516 $866K 0.27% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 5,523 shares; 2025Q1: 5,248 shares; 2025Q2: 4,708 shares; 2025Q3: 4,678 shares; 2025Q4: 4,647 shares 4,647 $852K 0.27% -31 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 14,852 shares; 2025Q1: 17,776 shares; 2025Q2: 17,651 shares; 2025Q3: 17,226 shares; 2025Q4: 15,675 shares 15,675 $846K 0.26% -1,551 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,506 shares; 2025Q4: 22,471 shares 22,471 $832K 0.26% +2,965 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,027 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares 1,076 $811K 0.25% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,250 shares; 2024Q4: 11,168 shares; 2025Q1: 10,292 shares; 2025Q2: 10,118 shares; 2025Q3: 10,118 shares; 2025Q4: 10,120 shares 10,120 $807K 0.25% +2 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: restricted; 2024Q3: 8,069 shares; 2024Q4: 7,384 shares; 2025Q1: 7,799 shares; 2025Q2: 6,885 shares; 2025Q3: 5,725 shares; 2025Q4: 5,694 shares 5,694 $776K 0.24% -31 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,121 shares; 2024Q4: 10,177 shares; 2025Q1: 9,342 shares; 2025Q2: 8,775 shares; 2025Q3: 8,693 shares; 2025Q4: 17,256 shares 17,256 $772K 0.24% +8,563 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,575 shares; 2024Q4: 6,139 shares; 2025Q1: 4,579 shares; 2025Q2: 4,304 shares; 2025Q3: 5,759 shares; 2025Q4: 3,895 shares 3,895 $759K 0.24% -1,864 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 836 shares; 2025Q1: 746 shares; 2025Q2: 741 shares; 2025Q3: 772 shares; 2025Q4: 864 shares 864 $745K 0.23% +92 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 6,967 shares; 2025Q1: 6,896 shares; 2025Q2: 6,232 shares; 2025Q3: 5,981 shares; 2025Q4: 6,181 shares 6,181 $743K 0.23% +200 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,374 shares; 2024Q4: 6,274 shares; 2025Q1: 6,224 shares; 2025Q2: 6,224 shares; 2025Q3: 5,924 shares; 2025Q4: 5,924 shares 5,924 $742K 0.23% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,389 shares; 2025Q1: 1,269 shares; 2025Q2: 1,396 shares; 2025Q3: 1,142 shares; 2025Q4: 1,086 shares 1,086 $741K 0.23% -56 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,060 shares; 2024Q4: 105,760 shares; 2025Q1: 101,560 shares; 2025Q2: 90,060 shares; 2025Q3: 81,060 shares; 2025Q4: 58,560 shares 58,560 $731K 0.23% -22,500 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,916 shares; 2025Q1: 2,066 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares 2,067 $730K 0.23% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,530 shares; 2025Q4: 19,530 shares 19,530 $721K 0.23% -1,000 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,245 shares; 2024Q4: 11,825 shares; 2025Q1: 10,825 shares; 2025Q2: 11,678 shares; 2025Q3: 11,681 shares; 2025Q4: 10,325 shares 10,325 $717K 0.22% -1,356 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 5,554 shares; 2025Q1: 5,554 shares; 2025Q2: 5,554 shares; 2025Q3: 5,554 shares; 2025Q4: 5,554 shares 5,554 $717K 0.22% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,886 shares 30,886 $698K 0.22% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: not reported; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares 2,710 $696K 0.22% 0 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: restricted; 2024Q3: 53,254 shares; 2024Q4: 54,590 shares; 2025Q1: 49,576 shares; 2025Q2: 43,812 shares; 2025Q3: 46,080 shares; 2025Q4: 45,367 shares 45,367 $696K 0.22% -713 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,256 shares; 2024Q4: 17,098 shares; 2025Q1: 17,160 shares; 2025Q2: 14,685 shares; 2025Q3: 16,903 shares; 2025Q4: 16,929 shares 16,929 $686K 0.21% +26 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,815 shares; 2025Q1: 4,885 shares; 2025Q2: 4,910 shares; 2025Q3: 6,410 shares; 2025Q4: 8,925 shares 8,925 $680K 0.21% +2,515 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,345 shares; 2024Q4: 8,306 shares; 2025Q1: 7,990 shares; 2025Q2: 7,923 shares; 2025Q3: not reported; 2025Q4: 7,934 shares 7,934 $672K 0.21% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 8,909 shares; 2025Q1: 8,941 shares; 2025Q2: 8,748 shares; 2025Q3: 8,846 shares; 2025Q4: 9,006 shares 9,006 $667K 0.21% +160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,508 shares; 2024Q4: 162,544 shares; 2025Q1: 89,901 shares; 2025Q2: 68,500 shares; 2025Q3: 61,000 shares; 2025Q4: 61,000 shares 61,000 $645K 0.2% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,419 shares; 2024Q4: 5,299 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,929 shares 2,929 $627K 0.2% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 13,430 shares; 2025Q1: 13,130 shares; 2025Q2: 13,030 shares; 2025Q3: 13,030 shares; 2025Q4: 13,028 shares 13,028 $619K 0.19% -2 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares 1,569 $607K 0.19% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,050 shares; 2025Q4: 2,025 shares 2,025 $599K 0.19% -25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 5,821 shares; 2025Q1: 5,825 shares; 2025Q2: 4,901 shares; 2025Q3: 5,903 shares; 2025Q4: 5,804 shares 5,804 $598K 0.19% -99 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 11,215 shares; 2025Q1: 8,245 shares; 2025Q2: 7,696 shares; 2025Q3: 7,764 shares; 2025Q4: 7,875 shares 7,875 $594K 0.19% +111 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 409 shares; 2025Q1: 481 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 671 shares 671 $590K 0.18% +15 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 8,531 shares; 2025Q1: 8,531 shares; 2025Q2: 8,521 shares; 2025Q3: 8,736 shares; 2025Q4: 8,463 shares 8,463 $588K 0.18% -273 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,208 shares; 2025Q1: 2,408 shares; 2025Q2: 1,379 shares; 2025Q3: 1,411 shares; 2025Q4: 1,474 shares 1,474 $584K 0.18% +63 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,462 shares; 2024Q4: 22,353 shares; 2025Q1: 14,613 shares; 2025Q2: 20,395 shares; 2025Q3: 20,373 shares; 2025Q4: 23,410 shares 23,410 $582K 0.18% +3,037 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,250 shares; 2024Q4: 71,900 shares; 2025Q1: 61,750 shares; 2025Q2: 60,950 shares; 2025Q3: 56,950 shares; 2025Q4: 37,500 shares 37,500 $562K 0.18% -19,450 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,001 shares; 2025Q1: 4,371 shares; 2025Q2: 3,863 shares; 2025Q3: 3,848 shares; 2025Q4: 3,858 shares 3,858 $554K 0.17% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,753 shares; 2024Q4: 14,706 shares; 2025Q1: 14,576 shares; 2025Q2: 14,380 shares; 2025Q3: 14,383 shares; 2025Q4: 14,387 shares 14,387 $545K 0.17% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,550 shares; 2024Q4: 22,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 17,300 shares 17,300 $544K 0.17% -4,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,745 shares; 2025Q1: 2,745 shares; 2025Q2: 2,285 shares; 2025Q3: 2,685 shares; 2025Q4: 2,585 shares 2,585 $534K 0.17% -100 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,306 shares 2,306 $528K 0.17% +241 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,180 shares; 2024Q4: 38,244 shares; 2025Q1: 37,454 shares; 2025Q2: 37,219 shares; 2025Q3: 36,534 shares; 2025Q4: 36,549 shares 36,549 $525K 0.16% +15 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 475 shares; 2025Q1: 1,315 shares; 2025Q2: 1,355 shares; 2025Q3: 1,175 shares; 2025Q4: 5,450 shares 5,450 $511K 0.16% +4,275 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 253 shares 253 $510K 0.16% +87 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,350 shares; 2024Q4: 12,675 shares; 2025Q1: 10,025 shares; 2025Q2: 9,403 shares; 2025Q3: 8,653 shares; 2025Q4: 8,428 shares 8,428 $486K 0.15% -225 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,268 shares; 2024Q4: 11,268 shares; 2025Q1: 21,294 shares; 2025Q2: 31,294 shares; 2025Q3: 34,794 shares; 2025Q4: 40,794 shares 40,794 $485K 0.15% +6,000 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,404 shares; 2025Q1: 2,404 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares 2,604 $482K 0.15% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,229 shares; 2025Q1: 4,229 shares; 2025Q2: 3,280 shares; 2025Q3: 4,371 shares; 2025Q4: 4,371 shares 4,371 $475K 0.15% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 3,907 shares; 2025Q1: 5,968 shares; 2025Q2: 5,469 shares; 2025Q3: 5,453 shares; 2025Q4: 5,620 shares 5,620 $471K 0.15% +167 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: restricted; 2024Q3: 15,520 shares; 2024Q4: 10,402 shares; 2025Q1: 9,902 shares; 2025Q2: 9,902 shares; 2025Q3: 9,394 shares; 2025Q4: 9,394 shares 9,394 $470K 0.15% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 6,960 shares; 2025Q1: 6,166 shares; 2025Q2: 5,313 shares; 2025Q3: 5,298 shares; 2025Q4: 5,258 shares 5,258 $465K 0.15% -40 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: restricted; 2024Q3: 52,217 shares; 2024Q4: 52,233 shares; 2025Q1: 52,249 shares; 2025Q2: 51,567 shares; 2025Q3: 51,567 shares; 2025Q4: 48,067 shares 48,067 $458K 0.14% -3,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 6,166 shares; 2025Q1: 4,987 shares; 2025Q2: 4,414 shares; 2025Q3: 5,959 shares; 2025Q4: 5,760 shares 5,760 $457K 0.14% -199 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 14,328 shares; 2025Q1: 14,228 shares; 2025Q2: 13,088 shares; 2025Q3: 13,208 shares; 2025Q4: 13,318 shares 13,318 $434K 0.14% +110 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares 1,550 $427K 0.13% new 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 18,500 shares; 2025Q4: 17,500 shares 17,500 $415K 0.13% -1,000 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 435 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 380 shares; 2025Q4: 385 shares 385 $412K 0.13% +5 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 384 shares 384 $411K 0.13% +44 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,050 shares; 2024Q4: 32,850 shares; 2025Q1: 30,850 shares; 2025Q2: 31,750 shares; 2025Q3: 59,850 shares; 2025Q4: 111,750 shares 111,750 $403K 0.13% +51,900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,200 shares; 2024Q4: 65,200 shares; 2025Q1: 59,600 shares; 2025Q2: 59,600 shares; 2025Q3: 46,400 shares; 2025Q4: 46,400 shares 46,400 $399K 0.12% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,300 shares 2,300 $396K 0.12% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,300 shares; 2025Q2: 20,300 shares; 2025Q3: 22,800 shares; 2025Q4: 31,300 shares 31,300 $396K 0.12% +8,500 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,600 shares 3,600 $391K 0.12% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,700 shares; 2024Q4: 26,400 shares; 2025Q1: 28,000 shares; 2025Q2: 28,700 shares; 2025Q3: 30,100 shares; 2025Q4: 30,300 shares 30,300 $387K 0.12% +200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $377K 0.12% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,855 shares; 2024Q4: 12,515 shares; 2025Q1: 12,090 shares; 2025Q2: 8,890 shares; 2025Q3: 8,915 shares; 2025Q4: 7,965 shares 7,965 $375K 0.12% -950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,000 shares 2,000 $373K 0.12% +500 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 14,314 shares; 2025Q1: 14,257 shares; 2025Q2: 13,126 shares; 2025Q3: 13,136 shares; 2025Q4: 13,556 shares 13,556 $372K 0.12% +420 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares 6,300 $362K 0.11% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 2,837 shares; 2025Q1: 2,387 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares; 2025Q4: 2,338 shares 2,338 $359K 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $358K 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,230 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares 1,232 $357K 0.11% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,090 shares 3,090 $349K 0.11% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,825 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares 10,700 $343K 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,531 shares; 2025Q1: not reported; 2025Q2: 8,397 shares; 2025Q3: 9,032 shares; 2025Q4: 9,445 shares 9,445 $341K 0.11% +413 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,446 shares; 2024Q4: 4,447 shares; 2025Q1: 4,447 shares; 2025Q2: 3,448 shares; 2025Q3: 4,693 shares; 2025Q4: 4,663 shares 4,663 $333K 0.1% -30 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,657 shares; 2025Q4: 3,703 shares 3,703 $332K 0.1% +46 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,216 shares 36,216 $326K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 1,973 shares; 2025Q1: 1,510 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares 1,480 $325K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 10,902 shares; 2025Q1: 9,307 shares; 2025Q2: 5,954 shares; 2025Q3: 6,071 shares; 2025Q4: 5,930 shares 5,930 $325K 0.1% -141 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 4,002 shares; 2025Q1: 2,888 shares; 2025Q2: 2,675 shares; 2025Q3: 2,605 shares; 2025Q4: 2,755 shares 2,755 $313K 0.1% +150 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: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,898 shares; 2025Q1: 6,898 shares; 2025Q2: 6,898 shares; 2025Q3: 6,898 shares; 2025Q4: 6,898 shares 6,898 $310K 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares; 2025Q4: 3,258 shares 3,258 $307K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 2,959 shares; 2025Q1: 2,959 shares; 2025Q2: 2,709 shares; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares 2,710 $307K 0.1% 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: restricted; 2024Q3: not reported; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,447 shares; 2025Q3: 3,688 shares; 2025Q4: 3,688 shares 3,688 $305K 0.1% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,304 shares; 2025Q1: 2,308 shares; 2025Q2: 2,298 shares; 2025Q3: 1,999 shares; 2025Q4: 1,737 shares 1,737 $305K 0.1% -262 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,873 shares; 2024Q4: 8,065 shares; 2025Q1: 7,347 shares; 2025Q2: 4,171 shares; 2025Q3: 3,907 shares; 2025Q4: 3,848 shares 3,848 $299K 0.09% -59 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,647 shares 3,647 $293K 0.09% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,425 shares; 2025Q3: 2,638 shares; 2025Q4: 2,658 shares 2,658 $293K 0.09% +20 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 930 shares; 2025Q1: 1,055 shares; 2025Q2: 1,110 shares; 2025Q3: 1,175 shares; 2025Q4: 1,105 shares 1,105 $293K 0.09% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: 7,584 shares; 2025Q1: 7,085 shares; 2025Q2: 6,956 shares; 2025Q3: 6,957 shares; 2025Q4: 6,958 shares 6,958 $287K 0.09% +1 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 16,000 shares; 2025Q2: 13,000 shares; 2025Q3: 14,500 shares; 2025Q4: 14,875 shares 14,875 $287K 0.09% +375 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: restricted; 2024Q3: 1,538 shares; 2024Q4: 1,556 shares; 2025Q1: 1,568 shares; 2025Q2: 1,578 shares; 2025Q3: 1,592 shares; 2025Q4: 1,615 shares 1,615 $286K 0.09% +23 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,814 shares; 2025Q4: 13,714 shares 13,714 $283K 0.09% -1,100 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 5,575 shares; 2025Q1: 5,575 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,575 shares 5,575 $279K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 2,175 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,700 shares 1,700 $274K 0.09% -225 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares 723 $270K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,810 shares; 2024Q4: 7,740 shares; 2025Q1: 7,665 shares; 2025Q2: 7,365 shares; 2025Q3: 7,425 shares; 2025Q4: 7,365 shares 7,365 $267K 0.08% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,200 shares; 2025Q4: 9,600 shares 9,600 $266K 0.08% +400 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $265K 0.08% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,013 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares 2,013 $262K 0.08% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares; 2025Q4: 511 shares 511 $261K 0.08% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 607 shares; 2025Q1: 601 shares; 2025Q2: 602 shares; 2025Q3: 600 shares; 2025Q4: 538 shares 538 $260K 0.08% -62 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares 1,520 $260K 0.08% 0 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: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,124 shares; 2025Q4: 11,103 shares 11,103 $260K 0.08% -21 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 7,932 shares; 2025Q1: 7,802 shares; 2025Q2: 8,738 shares; 2025Q3: 9,928 shares; 2025Q4: 8,268 shares 8,268 $256K 0.08% -1,660 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 448 shares 448 $256K 0.08% -60 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,203 shares; 2025Q2: not reported; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares 3,203 $255K 0.08% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,447 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,296 shares; 2025Q4: 1,297 shares 1,297 $253K 0.08% +1 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: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,202 shares; 2025Q1: 3,204 shares; 2025Q2: 3,006 shares; 2025Q3: 3,009 shares; 2025Q4: 3,011 shares 3,011 $252K 0.08% +2 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,906 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,254 shares 3,254 $251K 0.08% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $249K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,907 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,855 shares; 2025Q4: 2,550 shares 2,550 $245K 0.08% -305 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 2,437 shares; 2025Q3: 3,243 shares; 2025Q4: 2,292 shares 2,292 $245K 0.08% -951 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,215 shares; 2025Q4: 1,200 shares 1,200 $240K 0.08% -15 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,490 shares; 2025Q1: 2,995 shares; 2025Q2: 2,645 shares; 2025Q3: 2,560 shares; 2025Q4: 1,890 shares 1,890 $238K 0.07% -670 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,025 shares; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares 2,025 $232K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,850 shares; 2024Q4: 32,850 shares; 2025Q1: 31,350 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares 21,000 $231K 0.07% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 815 shares; 2025Q3: not reported; 2025Q4: 748 shares 748 $229K 0.07% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,514 shares; 2024Q4: 13,814 shares; 2025Q1: 13,814 shares; 2025Q2: 13,814 shares; 2025Q3: 13,814 shares; 2025Q4: 13,814 shares 13,814 $228K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 16,300 shares; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares; 2025Q4: 11,300 shares 11,300 $224K 0.07% -2,500 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,596 shares; 2025Q1: 6,427 shares; 2025Q2: 6,596 shares; 2025Q3: 5,588 shares; 2025Q4: 4,589 shares 4,589 $224K 0.07% -999 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 5,800 shares; 2025Q1: 5,400 shares; 2025Q2: 4,325 shares; 2025Q3: 4,543 shares; 2025Q4: 2,893 shares 2,893 $223K 0.07% -1,650 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,636 shares 2,636 $216K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 2,096 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $215K 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,077 shares; 2025Q4: 3,080 shares 3,080 $213K 0.07% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares 1,296 $212K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,363 shares; 2024Q4: 22,402 shares; 2025Q1: 22,443 shares; 2025Q2: 22,484 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $211K 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares 1,510 $210K 0.07% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,467 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares 1,667 $210K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,094 shares; 2025Q1: not reported; 2025Q2: 1,958 shares; 2025Q3: not reported; 2025Q4: 1,443 shares 1,443 $207K 0.06% new Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,651 shares; 2024Q4: 28,651 shares; 2025Q1: 28,651 shares; 2025Q2: 28,651 shares; 2025Q3: 20,151 shares; 2025Q4: 20,151 shares 20,151 $205K 0.06% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares 168 $204K 0.06% new Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $204K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 17,000 shares; 2025Q4: 15,000 shares 15,000 $203K 0.06% -2,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,119 shares; 2024Q4: 18,182 shares; 2025Q1: 17,853 shares; 2025Q2: 16,932 shares; 2025Q3: 18,006 shares; 2025Q4: 19,080 shares 19,080 $200K 0.06% +1,074 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,500 shares; 2024Q4: 73,700 shares; 2025Q1: 98,500 shares; 2025Q2: 122,000 shares; 2025Q3: 114,500 shares; 2025Q4: 93,000 shares 93,000 $184K 0.06% -21,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,002 shares; 2025Q1: 14,505 shares; 2025Q2: 22,107 shares; 2025Q3: 15,612 shares; 2025Q4: 10,000 shares 10,000 $174K 0.05% -5,612 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $173K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,820 shares; 2024Q4: 315,200 shares; 2025Q1: 299,200 shares; 2025Q2: 191,700 shares; 2025Q3: 169,700 shares; 2025Q4: 93,492 shares 93,492 $165K 0.05% -76,208 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,060 shares; 2024Q4: 86,060 shares; 2025Q1: 78,560 shares; 2025Q2: 75,060 shares; 2025Q3: 75,060 shares; 2025Q4: 69,060 shares 69,060 $159K 0.05% -6,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,099 shares; 2025Q4: 10,099 shares 10,099 $158K 0.05% 0 Timeline ZENA ZENATECH INC More: the full row for ZENATECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,000 shares; 2025Q4: 48,000 shares 48,000 $154K 0.05% +25,000 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,200 shares; 2024Q4: 121,400 shares; 2025Q1: 96,567 shares; 2025Q2: 102,167 shares; 2025Q3: 208,017 shares; 2025Q4: 153,067 shares 153,067 $147K 0.05% -54,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 18,247 shares; 2025Q1: 18,247 shares; 2025Q2: 15,450 shares; 2025Q3: 15,450 shares; 2025Q4: 15,150 shares 15,150 $134K 0.04% -300 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,200 shares; 2024Q4: 55,800 shares; 2025Q1: 20,000 shares; 2025Q2: 19,900 shares; 2025Q3: 23,500 shares; 2025Q4: 24,500 shares 24,500 $93.1K 0.03% +1,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,700 shares; 2024Q4: 34,800 shares; 2025Q1: 33,750 shares; 2025Q2: 33,950 shares; 2025Q3: 29,950 shares; 2025Q4: 20,200 shares 20,200 $71.3K 0.02% -9,750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 38,000 shares; 2025Q1: 39,000 shares; 2025Q2: 24,000 shares; 2025Q3: 26,000 shares; 2025Q4: 25,000 shares 25,000 $68.8K 0.02% -1,000 Timeline SCYX SCYNEXIS INC More: the full row for SCYNEXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,000 shares; 2024Q4: 94,000 shares; 2025Q1: 89,500 shares; 2025Q2: 99,500 shares; 2025Q3: 99,500 shares; 2025Q4: 91,500 shares 91,500 $57.9K 0.02% -8,000 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 34,500 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $25.8K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,755 shares; 2025Q4: 31,680 shares 31,680 $23K 0.01% -2,075 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,000 shares; 2024Q4: 42,800 shares; 2025Q1: 36,300 shares; 2025Q2: 13,500 shares; 2025Q3: 16,000 shares; 2025Q4: 10,000 shares 10,000 $19.9K 0.01% -6,000 Timeline