SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,395 shares; 2024Q4: 123,242 shares; 2025Q1: 128,238 shares; 2025Q2: 132,523 shares; 2025Q3: 135,304 shares; 2025Q4: 139,475 shares 139,475 $4.72M 3.14% +4,171 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,796 shares; 2024Q4: 37,416 shares; 2025Q1: 38,611 shares; 2025Q2: 41,197 shares; 2025Q3: 42,421 shares; 2025Q4: 42,631 shares 42,631 $3.87M 2.58% +210 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,519 shares; 2024Q4: 31,494 shares; 2025Q1: 32,625 shares; 2025Q2: 33,879 shares; 2025Q3: 35,447 shares; 2025Q4: 36,155 shares 36,155 $3.48M 2.32% +708 Timeline FRDM 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: 55,630 shares; 2024Q4: 58,203 shares; 2025Q1: 60,164 shares; 2025Q2: 62,574 shares; 2025Q3: 63,700 shares; 2025Q4: 62,131 shares 62,131 $3.19M 2.12% -1,569 Timeline SPTS 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: 97,849 shares; 2024Q4: 99,730 shares; 2025Q1: 106,672 shares; 2025Q2: 107,094 shares; 2025Q3: 105,545 shares; 2025Q4: 105,913 shares 105,913 $3.1M 2.07% +368 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,399 shares; 2024Q4: 89,044 shares; 2025Q1: 91,226 shares; 2025Q2: 91,342 shares; 2025Q3: 91,759 shares; 2025Q4: 92,338 shares 92,338 $3.02M 2.01% +579 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 225 shares; 2025Q4: 50,525 shares 50,525 $2.95M 1.96% +50,300 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: 10,581 shares; 2024Q4: 10,407 shares; 2025Q1: 10,368 shares; 2025Q2: 10,407 shares; 2025Q3: 9,897 shares; 2025Q4: 8,897 shares 8,897 $2.87M 1.91% -1,000 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: 9,654 shares; 2024Q4: 9,740 shares; 2025Q1: 9,691 shares; 2025Q2: 9,825 shares; 2025Q3: 9,657 shares; 2025Q4: 9,399 shares 9,399 $2.56M 1.7% -258 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,927 shares; 2024Q4: 40,533 shares; 2025Q1: 45,137 shares; 2025Q2: 47,516 shares; 2025Q3: 48,334 shares; 2025Q4: 48,313 shares 48,313 $2.55M 1.7% -21 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: 18,553 shares; 2024Q4: 18,882 shares; 2025Q1: 18,809 shares; 2025Q2: 16,876 shares; 2025Q3: 16,600 shares; 2025Q4: 16,093 shares 16,093 $2.47M 1.65% -507 Timeline SCHP 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: 36,362 shares; 2024Q4: 84,083 shares; 2025Q1: 87,108 shares; 2025Q2: 88,972 shares; 2025Q3: 87,964 shares; 2025Q4: 89,482 shares 89,482 $2.37M 1.58% +1,518 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,137 shares; 2025Q1: 35,689 shares; 2025Q2: 37,440 shares; 2025Q3: 41,945 shares; 2025Q4: 43,565 shares 43,565 $2.27M 1.51% +1,620 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: 12,031 shares; 2024Q4: 12,110 shares; 2025Q1: 12,101 shares; 2025Q2: 12,200 shares; 2025Q3: 12,014 shares; 2025Q4: 11,869 shares 11,869 $2.18M 1.45% -145 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: 7,260 shares; 2025Q1: 7,164 shares; 2025Q2: 7,221 shares; 2025Q3: 7,061 shares; 2025Q4: 7,011 shares 7,011 $2.13M 1.42% -50 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: 4,809 shares; 2024Q4: 4,902 shares; 2025Q1: 4,227 shares; 2025Q2: 4,297 shares; 2025Q3: 4,234 shares; 2025Q4: 4,160 shares 4,160 $2.01M 1.34% -74 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: 20,076 shares; 2024Q4: 19,260 shares; 2025Q1: 18,885 shares; 2025Q2: 18,985 shares; 2025Q3: 17,184 shares; 2025Q4: 16,843 shares 16,843 $1.8M 1.2% -341 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: 7,564 shares; 2024Q4: 7,431 shares; 2025Q1: 7,490 shares; 2025Q2: 7,653 shares; 2025Q3: 7,530 shares; 2025Q4: 7,517 shares 7,517 $1.72M 1.14% -13 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,146 shares; 2024Q4: 39,905 shares; 2025Q1: 40,690 shares; 2025Q2: 42,894 shares; 2025Q3: 42,362 shares; 2025Q4: 39,087 shares 39,087 $1.57M 1.05% -3,275 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,370 shares; 2024Q4: 49,397 shares; 2025Q1: 49,789 shares; 2025Q2: 51,344 shares; 2025Q3: 52,171 shares; 2025Q4: 52,607 shares 52,607 $1.54M 1.03% +436 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,740 shares; 2024Q4: 52,159 shares; 2025Q1: 54,774 shares; 2025Q2: 57,308 shares; 2025Q3: 59,087 shares; 2025Q4: 62,456 shares 62,456 $1.43M 0.95% +3,369 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 8,810 shares; 2025Q1: 8,832 shares; 2025Q2: 8,958 shares; 2025Q3: 9,064 shares; 2025Q4: 9,034 shares 9,034 $1.25M 0.83% -30 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,754 shares; 2024Q4: 26,366 shares; 2025Q1: 27,488 shares; 2025Q2: 28,369 shares; 2025Q3: 29,005 shares; 2025Q4: 28,570 shares 28,570 $1.24M 0.82% -435 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,744 shares; 2024Q4: 28,339 shares; 2025Q1: 28,019 shares; 2025Q2: 26,729 shares; 2025Q3: 26,317 shares; 2025Q4: 26,082 shares 26,082 $1.23M 0.82% -235 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: 4,712 shares; 2024Q4: 4,835 shares; 2025Q1: 4,861 shares; 2025Q2: 9,889 shares; 2025Q3: 7,218 shares; 2025Q4: 4,433 shares 4,433 $1.22M 0.81% -2,785 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: 7,885 shares; 2024Q4: 7,802 shares; 2025Q1: 7,763 shares; 2025Q2: 7,875 shares; 2025Q3: 7,876 shares; 2025Q4: 7,939 shares 7,939 $1.21M 0.81% +63 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,530 shares; 2025Q1: 6,762 shares; 2025Q2: 12,303 shares; 2025Q3: 12,434 shares; 2025Q4: 12,431 shares 12,431 $1.19M 0.8% -3 Timeline SCHR 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: 2,718 shares; 2024Q4: 5,526 shares; 2025Q1: 19,371 shares; 2025Q2: 47,130 shares; 2025Q3: 47,475 shares; 2025Q4: 45,070 shares 45,070 $1.13M 0.75% -2,405 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,852 shares; 2024Q4: 15,071 shares; 2025Q1: 15,146 shares; 2025Q2: 22,842 shares; 2025Q3: 22,853 shares; 2025Q4: 21,787 shares 21,787 $1.09M 0.72% -1,066 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,864 shares; 2024Q4: 23,780 shares; 2025Q1: 11,775 shares; 2025Q2: 12,063 shares; 2025Q3: 12,027 shares; 2025Q4: 11,784 shares 11,784 $1.03M 0.69% -243 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 3,285 shares; 2025Q2: 3,302 shares; 2025Q3: 3,221 shares; 2025Q4: 3,185 shares 3,185 $1.02M 0.68% -36 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,098 shares; 2024Q4: 11,430 shares; 2025Q1: 11,790 shares; 2025Q2: 11,604 shares; 2025Q3: 11,492 shares; 2025Q4: 10,867 shares 10,867 $1.01M 0.67% -625 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: 28,718 shares; 2024Q4: 25,257 shares; 2025Q1: 25,270 shares; 2025Q2: 25,649 shares; 2025Q3: 25,710 shares; 2025Q4: 24,403 shares 24,403 $994K 0.66% -1,307 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,093 shares; 2024Q4: 11,251 shares; 2025Q1: 11,245 shares; 2025Q2: 11,340 shares; 2025Q3: 11,252 shares; 2025Q4: 11,359 shares 11,359 $991K 0.66% +107 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: 1,729 shares; 2024Q4: 1,571 shares; 2025Q1: 1,576 shares; 2025Q2: 1,600 shares; 2025Q3: 1,939 shares; 2025Q4: 1,880 shares 1,880 $945K 0.63% -59 Timeline QUS 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: 5,541 shares; 2024Q4: 5,752 shares; 2025Q1: 5,859 shares; 2025Q2: 6,103 shares; 2025Q3: 5,492 shares; 2025Q4: 5,395 shares 5,395 $940K 0.63% -97 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 7,885 shares; 2025Q1: 7,929 shares; 2025Q2: 8,079 shares; 2025Q3: 7,931 shares; 2025Q4: 7,834 shares 7,834 $938K 0.63% -97 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: 5,494 shares; 2024Q4: 5,340 shares; 2025Q1: 3,939 shares; 2025Q2: 3,958 shares; 2025Q3: 3,130 shares; 2025Q4: 3,109 shares 3,109 $921K 0.61% -21 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: 9,291 shares; 2024Q4: 13,698 shares; 2025Q1: 13,815 shares; 2025Q2: 14,109 shares; 2025Q3: 18,310 shares; 2025Q4: 16,994 shares 16,994 $917K 0.61% -1,316 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 9,674 shares; 2025Q1: 9,738 shares; 2025Q2: 9,944 shares; 2025Q3: 9,988 shares; 2025Q4: 9,932 shares 9,932 $913K 0.61% -56 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,378 shares; 2024Q4: 19,437 shares; 2025Q1: 19,645 shares; 2025Q2: 19,645 shares; 2025Q3: 20,226 shares; 2025Q4: 20,470 shares 20,470 $912K 0.61% +244 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: 19,184 shares; 2024Q4: 18,091 shares; 2025Q1: 18,720 shares; 2025Q2: 38,236 shares; 2025Q3: 40,465 shares; 2025Q4: 36,367 shares 36,367 $906K 0.6% -4,098 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,227 shares; 2024Q4: 7,091 shares; 2025Q1: 7,774 shares; 2025Q2: 8,094 shares; 2025Q3: 8,491 shares; 2025Q4: 8,686 shares 8,686 $900K 0.6% +195 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,552 shares; 2024Q4: 5,666 shares; 2025Q1: 5,658 shares; 2025Q2: 5,724 shares; 2025Q3: 5,593 shares; 2025Q4: 5,524 shares 5,524 $898K 0.6% -69 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,180 shares; 2025Q1: 2,988 shares; 2025Q2: 2,986 shares; 2025Q3: 2,908 shares; 2025Q4: 2,802 shares 2,802 $892K 0.59% -106 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,218 shares; 2024Q4: 17,116 shares; 2025Q1: 17,491 shares; 2025Q2: 17,730 shares; 2025Q3: 17,569 shares; 2025Q4: 17,044 shares 17,044 $887K 0.59% -525 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: 2,750 shares; 2024Q4: 2,769 shares; 2025Q1: 2,907 shares; 2025Q2: 2,826 shares; 2025Q3: 2,813 shares; 2025Q4: 2,802 shares 2,802 $877K 0.58% -11 Timeline MNRO MONRO INC More: the full row for MONRO 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: 20,700 shares; 2025Q3: 50,431 shares; 2025Q4: 42,783 shares 42,783 $857K 0.57% -7,648 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,608 shares; 2024Q4: 40,697 shares; 2025Q1: 41,431 shares; 2025Q2: 41,586 shares; 2025Q3: 41,968 shares; 2025Q4: 41,888 shares 41,888 $847K 0.56% -80 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: 7,342 shares; 2024Q4: 7,570 shares; 2025Q1: 7,918 shares; 2025Q2: 8,110 shares; 2025Q3: 7,895 shares; 2025Q4: 7,529 shares 7,529 $839K 0.56% -366 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 6,185 shares; 2025Q1: 6,261 shares; 2025Q2: 6,524 shares; 2025Q3: 6,467 shares; 2025Q4: 6,475 shares 6,475 $795K 0.53% +8 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: 3,905 shares; 2024Q4: 4,204 shares; 2025Q1: 3,086 shares; 2025Q2: 2,941 shares; 2025Q3: 2,343 shares; 2025Q4: 2,290 shares 2,290 $793K 0.53% -53 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: 4,984 shares; 2024Q4: 5,004 shares; 2025Q1: 5,066 shares; 2025Q2: 5,239 shares; 2025Q3: 5,202 shares; 2025Q4: 5,122 shares 5,122 $790K 0.53% -80 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: 3,373 shares; 2024Q4: 3,430 shares; 2025Q1: 3,503 shares; 2025Q2: 3,488 shares; 2025Q3: 3,432 shares; 2025Q4: 3,405 shares 3,405 $786K 0.52% -27 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 7,141 shares; 2025Q1: 6,835 shares; 2025Q2: 6,985 shares; 2025Q3: 6,189 shares; 2025Q4: 5,981 shares 5,981 $764K 0.51% -208 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,236 shares; 2025Q1: 19,380 shares; 2025Q2: 18,510 shares; 2025Q3: 18,477 shares; 2025Q4: 18,506 shares 18,506 $757K 0.5% +29 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,915 shares; 2024Q4: 6,777 shares; 2025Q1: 6,785 shares; 2025Q2: 7,081 shares; 2025Q3: 7,055 shares; 2025Q4: 7,013 shares 7,013 $751K 0.5% -42 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,769 shares; 2024Q4: 4,918 shares; 2025Q1: 4,980 shares; 2025Q2: 5,053 shares; 2025Q3: 5,214 shares; 2025Q4: 5,203 shares 5,203 $747K 0.5% -11 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: 2,140 shares; 2024Q4: 2,178 shares; 2025Q1: 2,166 shares; 2025Q2: 2,196 shares; 2025Q3: 2,163 shares; 2025Q4: 2,165 shares 2,165 $745K 0.5% +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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,236 shares; 2025Q1: 6,179 shares; 2025Q2: 6,264 shares; 2025Q3: 6,523 shares; 2025Q4: 6,523 shares 6,523 $742K 0.49% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,711 shares; 2024Q4: 28,218 shares; 2025Q1: 27,875 shares; 2025Q2: 27,839 shares; 2025Q3: 26,902 shares; 2025Q4: 26,901 shares 26,901 $740K 0.49% -1 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 6,163 shares; 2025Q1: 6,110 shares; 2025Q2: 6,368 shares; 2025Q3: 16,679 shares; 2025Q4: 13,974 shares 13,974 $688K 0.46% -2,705 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,474 shares; 2025Q1: 8,562 shares; 2025Q2: 8,739 shares; 2025Q3: 9,464 shares; 2025Q4: 9,483 shares 9,483 $683K 0.46% +19 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: not reported; 2024Q4: 2,271 shares; 2025Q1: 2,339 shares; 2025Q2: 2,365 shares; 2025Q3: 2,340 shares; 2025Q4: 2,339 shares 2,339 $679K 0.45% -1 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 11,541 shares; 2025Q1: 11,755 shares; 2025Q2: 12,041 shares; 2025Q3: 12,232 shares; 2025Q4: 12,360 shares 12,360 $665K 0.44% +128 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: 6,123 shares; 2025Q1: 6,225 shares; 2025Q2: 6,397 shares; 2025Q3: 6,416 shares; 2025Q4: 6,394 shares 6,394 $665K 0.44% -22 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,245 shares; 2025Q1: 5,682 shares; 2025Q2: 5,832 shares; 2025Q3: 5,877 shares; 2025Q4: 5,775 shares 5,775 $662K 0.44% -102 Timeline IGEB 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: 12,245 shares; 2024Q4: 13,743 shares; 2025Q1: 13,951 shares; 2025Q2: 14,740 shares; 2025Q3: 14,743 shares; 2025Q4: 14,448 shares 14,448 $660K 0.44% -295 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: 6,020 shares; 2024Q4: 5,502 shares; 2025Q1: 5,494 shares; 2025Q2: 5,462 shares; 2025Q3: 5,452 shares; 2025Q4: 5,452 shares 5,452 $656K 0.44% 0 Timeline PGX 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: 62,371 shares; 2024Q4: 59,729 shares; 2025Q1: 58,928 shares; 2025Q2: 56,400 shares; 2025Q3: 56,543 shares; 2025Q4: 55,665 shares 55,665 $626K 0.42% -878 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,412 shares; 2025Q3: 11,230 shares; 2025Q4: 12,135 shares 12,135 $624K 0.42% +905 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,868 shares; 2024Q4: 72,643 shares; 2025Q1: 73,021 shares; 2025Q2: 66,190 shares; 2025Q3: 67,823 shares; 2025Q4: 68,048 shares 68,048 $610K 0.41% +225 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,734 shares; 2024Q4: 19,281 shares; 2025Q1: 19,619 shares; 2025Q2: 20,881 shares; 2025Q3: 22,158 shares; 2025Q4: 21,631 shares 21,631 $601K 0.4% -527 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,495 shares; 2025Q1: 2,458 shares; 2025Q2: 1,789 shares; 2025Q3: 1,723 shares; 2025Q4: 1,684 shares 1,684 $595K 0.4% -39 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: 25,740 shares; 2024Q4: 26,161 shares; 2025Q1: 25,947 shares; 2025Q2: 25,922 shares; 2025Q3: 24,023 shares; 2025Q4: 23,965 shares 23,965 $595K 0.4% -58 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,993 shares; 2024Q4: 32,382 shares; 2025Q1: 32,856 shares; 2025Q2: 33,115 shares; 2025Q3: 32,932 shares; 2025Q4: 32,480 shares 32,480 $585K 0.39% -452 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,632 shares; 2024Q4: 31,690 shares; 2025Q1: 31,473 shares; 2025Q2: 31,345 shares; 2025Q3: 31,063 shares; 2025Q4: 30,993 shares 30,993 $583K 0.39% -70 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,222 shares; 2025Q1: 1,239 shares; 2025Q2: 1,258 shares; 2025Q3: 1,753 shares; 2025Q4: 1,725 shares 1,725 $581K 0.39% -28 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,699 shares; 2024Q4: 2,714 shares; 2025Q1: 2,759 shares; 2025Q2: 2,818 shares; 2025Q3: 2,782 shares; 2025Q4: 2,786 shares 2,786 $577K 0.38% +4 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,913 shares; 2024Q4: 22,115 shares; 2025Q1: 593 shares; 2025Q2: 530 shares; 2025Q3: 46,205 shares; 2025Q4: 46,205 shares 46,205 $575K 0.38% 0 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 990 shares; 2025Q4: 23,040 shares 23,040 $555K 0.37% +22,050 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: 1,313 shares; 2024Q4: 2,746 shares; 2025Q1: 2,443 shares; 2025Q2: 2,440 shares; 2025Q3: 2,954 shares; 2025Q4: 2,962 shares 2,962 $546K 0.36% +8 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,816 shares; 2024Q4: 6,002 shares; 2025Q1: 6,120 shares; 2025Q2: 6,264 shares; 2025Q3: 6,706 shares; 2025Q4: 6,702 shares 6,702 $538K 0.36% -4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,402 shares; 2024Q4: 8,675 shares; 2025Q1: 8,758 shares; 2025Q2: 9,002 shares; 2025Q3: 9,121 shares; 2025Q4: 9,121 shares 9,121 $534K 0.36% 0 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: 1,629 shares; 2024Q4: 3,048 shares; 2025Q1: 3,171 shares; 2025Q2: 3,245 shares; 2025Q3: 2,656 shares; 2025Q4: 2,667 shares 2,667 $520K 0.35% +11 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,735 shares; 2025Q1: 2,704 shares; 2025Q2: 2,696 shares; 2025Q3: 2,668 shares; 2025Q4: 2,663 shares 2,663 $510K 0.34% -5 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 3,205 shares; 2025Q1: 3,220 shares; 2025Q2: 3,334 shares; 2025Q3: 2,363 shares; 2025Q4: 2,431 shares 2,431 $500K 0.33% +68 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,087 shares; 2024Q4: 14,500 shares; 2025Q1: 14,412 shares; 2025Q2: 14,376 shares; 2025Q3: 8,244 shares; 2025Q4: 8,241 shares 8,241 $495K 0.33% -3 Timeline AES AES CORP More: the full row for AES 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: 34,240 shares 34,240 $491K 0.33% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,075 shares; 2024Q4: 46,035 shares; 2025Q1: 45,549 shares; 2025Q2: 45,549 shares; 2025Q3: 44,846 shares; 2025Q4: 44,846 shares 44,846 $489K 0.33% 0 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: 2,384 shares; 2024Q4: 2,506 shares; 2025Q1: 2,535 shares; 2025Q2: 2,468 shares; 2025Q3: 2,452 shares; 2025Q4: 2,457 shares 2,457 $478K 0.32% +5 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,683 shares; 2025Q1: 4,738 shares; 2025Q2: 5,017 shares; 2025Q3: 5,165 shares; 2025Q4: 5,240 shares 5,240 $465K 0.31% +75 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 7,713 shares; 2025Q1: 7,745 shares; 2025Q2: 7,980 shares; 2025Q3: 7,914 shares; 2025Q4: 7,909 shares 7,909 $462K 0.31% -5 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 950 shares; 2025Q1: 800 shares; 2025Q2: 26,476 shares; 2025Q3: 19,117 shares; 2025Q4: 18,796 shares 18,796 $458K 0.31% -321 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,522 shares 7,522 $439K 0.29% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 7,856 shares; 2025Q1: 7,956 shares; 2025Q2: 7,983 shares; 2025Q3: 8,017 shares; 2025Q4: 8,232 shares 8,232 $439K 0.29% +215 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,362 shares; 2025Q1: 4,354 shares; 2025Q2: 4,407 shares; 2025Q3: 4,378 shares; 2025Q4: 4,553 shares 4,553 $438K 0.29% +175 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: not reported; 2024Q4: 818 shares; 2025Q1: 889 shares; 2025Q2: 909 shares; 2025Q3: 1,084 shares; 2025Q4: 1,105 shares 1,105 $438K 0.29% +21 Timeline ALEX ALEXANDER & BALDWIN INC More: the full row for ALEXANDER & BALDWIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,058 shares; 2024Q4: 20,937 shares; 2025Q1: 21,332 shares; 2025Q2: 21,213 shares; 2025Q3: 21,850 shares; 2025Q4: 21,045 shares 21,045 $434K 0.29% -805 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: 3,716 shares; 2024Q4: 3,404 shares; 2025Q1: 3,440 shares; 2025Q2: 3,449 shares; 2025Q3: 3,432 shares; 2025Q4: 3,444 shares 3,444 $432K 0.29% +12 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,390 shares; 2025Q1: 13,542 shares; 2025Q2: 16,732 shares; 2025Q3: 21,215 shares; 2025Q4: 22,569 shares 22,569 $427K 0.28% +1,354 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: 12,875 shares; 2024Q4: 13,163 shares; 2025Q1: 13,216 shares; 2025Q2: 13,373 shares; 2025Q3: 13,350 shares; 2025Q4: 13,311 shares 13,311 $427K 0.28% -39 Timeline EMBD 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: 13,858 shares; 2024Q4: 14,305 shares; 2025Q1: 14,370 shares; 2025Q2: 14,774 shares; 2025Q3: 16,593 shares; 2025Q4: 17,350 shares 17,350 $417K 0.28% +757 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,218 shares; 2025Q1: 2,207 shares; 2025Q2: 2,220 shares; 2025Q3: 2,085 shares; 2025Q4: 2,009 shares 2,009 $408K 0.27% -76 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 2,016 shares; 2025Q1: 2,057 shares; 2025Q2: 2,133 shares; 2025Q3: 2,139 shares; 2025Q4: 2,190 shares 2,190 $403K 0.27% +51 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: 198 shares; 2024Q4: 203 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 197 shares; 2025Q4: 196 shares 196 $395K 0.26% -1 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 671 shares; 2025Q1: 676 shares; 2025Q2: 678 shares; 2025Q3: 671 shares; 2025Q4: 669 shares 669 $388K 0.26% -2 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: 2,249 shares; 2024Q4: 7,874 shares; 2025Q1: 7,876 shares; 2025Q2: 7,878 shares; 2025Q3: 15,880 shares; 2025Q4: 13,822 shares 13,822 $379K 0.25% -2,058 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,635 shares; 2025Q1: 1,775 shares; 2025Q2: 1,966 shares; 2025Q3: 2,111 shares; 2025Q4: 2,102 shares 2,102 $365K 0.24% -9 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,563 shares 5,563 $364K 0.24% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,361 shares; 2024Q4: 19,401 shares; 2025Q1: 19,904 shares; 2025Q2: 20,731 shares; 2025Q3: 21,903 shares; 2025Q4: 20,086 shares 20,086 $363K 0.24% -1,817 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,447 shares; 2025Q1: 2,715 shares; 2025Q2: 2,822 shares; 2025Q3: 2,887 shares; 2025Q4: 2,616 shares 2,616 $361K 0.24% -271 Timeline SHIFT4 PMTS INC SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,916 shares; 2025Q4: 4,508 shares 4,508 $361K 0.24% -408 CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 13,514 shares; 2025Q1: 13,811 shares; 2025Q2: 13,957 shares; 2025Q3: 15,128 shares; 2025Q4: 13,910 shares 13,910 $359K 0.24% -1,218 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,399 shares; 2025Q1: 4,369 shares; 2025Q2: 4,369 shares; 2025Q3: 4,369 shares; 2025Q4: 4,369 shares 4,369 $358K 0.24% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,902 shares; 2024Q4: 13,758 shares; 2025Q1: 13,801 shares; 2025Q2: 13,965 shares; 2025Q3: 13,964 shares; 2025Q4: 11,385 shares 11,385 $358K 0.24% -2,579 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 3,727 shares; 2025Q1: 4,011 shares; 2025Q2: 4,361 shares; 2025Q3: 4,485 shares; 2025Q4: 4,722 shares 4,722 $354K 0.24% +237 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: 1,106 shares; 2024Q4: 1,116 shares; 2025Q1: 1,394 shares; 2025Q2: 1,388 shares; 2025Q3: 1,467 shares; 2025Q4: 1,227 shares 1,227 $350K 0.23% -240 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,023 shares; 2024Q4: 10,038 shares; 2025Q1: 10,059 shares; 2025Q2: 10,359 shares; 2025Q3: 10,369 shares; 2025Q4: 10,349 shares 10,349 $345K 0.23% -20 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,790 shares; 2025Q1: 4,595 shares; 2025Q2: 4,557 shares; 2025Q3: 4,650 shares; 2025Q4: 4,657 shares 4,657 $343K 0.23% +7 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 2,531 shares; 2025Q4: 2,482 shares 2,482 $330K 0.22% -49 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,495 shares; 2025Q1: 3,542 shares; 2025Q2: 3,668 shares; 2025Q3: 3,726 shares; 2025Q4: 3,232 shares 3,232 $326K 0.22% -494 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: 10 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 5,653 shares 5,653 $326K 0.22% -1,947 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,733 shares; 2025Q1: 1,771 shares; 2025Q2: 1,716 shares; 2025Q3: 1,764 shares; 2025Q4: 1,759 shares 1,759 $325K 0.22% -5 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: not reported; 2024Q4: 250 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 5,504 shares 5,504 $315K 0.21% +5,144 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,880 shares; 2025Q1: 5,771 shares; 2025Q2: 5,782 shares; 2025Q3: 5,694 shares; 2025Q4: 4,197 shares 4,197 $308K 0.21% -1,497 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,178 shares; 2025Q1: 1,209 shares; 2025Q2: 1,242 shares; 2025Q3: 1,245 shares; 2025Q4: 1,239 shares 1,239 $306K 0.2% -6 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,648 shares; 2025Q1: 2,304 shares; 2025Q2: 2,195 shares; 2025Q3: 3,315 shares; 2025Q4: 3,315 shares 3,315 $282K 0.19% 0 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,846 shares; 2025Q1: 33,772 shares; 2025Q2: 33,772 shares; 2025Q3: 33,587 shares; 2025Q4: 24,637 shares 24,637 $280K 0.19% -8,950 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 933 shares; 2025Q1: 965 shares; 2025Q2: 955 shares; 2025Q3: 977 shares; 2025Q4: 968 shares 968 $274K 0.18% -9 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,573 shares; 2025Q1: 4,678 shares; 2025Q2: 4,778 shares; 2025Q3: 4,904 shares; 2025Q4: 3,628 shares 3,628 $267K 0.18% -1,276 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,207 shares 3,207 $262K 0.17% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234 shares; 2024Q4: 678 shares; 2025Q1: 657 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 575 shares 575 $259K 0.17% -1 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,973 shares; 2025Q1: 2,097 shares; 2025Q2: 2,090 shares; 2025Q3: 2,640 shares; 2025Q4: 2,708 shares 2,708 $248K 0.17% +68 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: 1 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 1,477 shares; 2025Q3: 1,452 shares; 2025Q4: 1,442 shares 1,442 $247K 0.16% -10 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,515 shares; 2024Q4: 12,545 shares; 2025Q1: 13,220 shares; 2025Q2: 12,920 shares; 2025Q3: 11,650 shares; 2025Q4: 10,553 shares 10,553 $242K 0.16% -1,097 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 4,719 shares; 2025Q1: 5,804 shares; 2025Q2: 5,948 shares; 2025Q3: 5,909 shares; 2025Q4: 5,879 shares 5,879 $236K 0.16% -30 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 2,502 shares; 2025Q3: 2,482 shares; 2025Q4: 3,547 shares 3,547 $236K 0.16% +1,065 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,126 shares; 2024Q4: 6,302 shares; 2025Q1: 6,314 shares; 2025Q2: 3,858 shares; 2025Q3: 3,989 shares; 2025Q4: 3,507 shares 3,507 $235K 0.16% -482 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: 3,271 shares; 2024Q4: 3,212 shares; 2025Q1: 3,212 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,037 shares 3,037 $234K 0.16% -175 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: 5,720 shares; 2024Q4: 5,430 shares; 2025Q1: 5,430 shares; 2025Q2: 3,775 shares; 2025Q3: 2,819 shares; 2025Q4: 2,819 shares 2,819 $233K 0.16% 0 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,671 shares; 2025Q1: 6,723 shares; 2025Q2: 8,001 shares; 2025Q3: 8,078 shares; 2025Q4: 8,008 shares 8,008 $232K 0.15% -70 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 4,768 shares; 2025Q1: 7,449 shares; 2025Q2: 7,616 shares; 2025Q3: 5,963 shares; 2025Q4: 5,819 shares 5,819 $230K 0.15% -144 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 5,703 shares; 2025Q1: 5,673 shares; 2025Q2: 5,448 shares; 2025Q3: 5,160 shares; 2025Q4: 4,654 shares 4,654 $225K 0.15% -506 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 638 shares; 2025Q3: 639 shares; 2025Q4: 608 shares 608 $225K 0.15% -31 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 9,138 shares; 2025Q1: 9,227 shares; 2025Q2: 9,429 shares; 2025Q3: 9,656 shares; 2025Q4: 9,741 shares 9,741 $225K 0.15% +85 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,270 shares; 2024Q4: 22,968 shares; 2025Q1: 22,812 shares; 2025Q2: 19,367 shares; 2025Q3: 19,131 shares; 2025Q4: 21,225 shares 21,225 $224K 0.15% +2,094 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,389 shares; 2025Q1: 1,378 shares; 2025Q2: 1,376 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares 1,375 $224K 0.15% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA 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: 21,914 shares; 2025Q3: 23,468 shares; 2025Q4: 19,434 shares 19,434 $222K 0.15% -4,034 Timeline BKLN 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: 11,295 shares; 2024Q4: 11,776 shares; 2025Q1: 11,662 shares; 2025Q2: 11,592 shares; 2025Q3: 11,592 shares; 2025Q4: 10,357 shares 10,357 $217K 0.14% -1,235 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 937 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 914 shares; 2025Q4: 1,629 shares 1,629 $216K 0.14% +715 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 3,524 shares; 2025Q1: 3,996 shares; 2025Q2: 4,019 shares; 2025Q3: 4,047 shares; 2025Q4: 4,091 shares 4,091 $215K 0.14% +44 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 823 shares; 2025Q1: 816 shares; 2025Q2: 789 shares; 2025Q3: 770 shares; 2025Q4: 765 shares 765 $215K 0.14% -5 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: 3,004 shares; 2024Q4: 2,247 shares; 2025Q1: 2,146 shares; 2025Q2: 2,579 shares; 2025Q3: 2,736 shares; 2025Q4: 2,683 shares 2,683 $213K 0.14% -53 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares 808 $209K 0.14% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,075 shares; 2025Q1: 2,099 shares; 2025Q2: 2,102 shares; 2025Q3: 1,353 shares; 2025Q4: 889 shares 889 $208K 0.14% -464 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,827 shares; 2024Q4: 5,684 shares; 2025Q1: 5,551 shares; 2025Q2: 4,854 shares; 2025Q3: 4,819 shares; 2025Q4: 4,318 shares 4,318 $205K 0.14% -501 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 2,336 shares; 2025Q1: 2,346 shares; 2025Q2: 2,333 shares; 2025Q3: 2,414 shares; 2025Q4: 3,215 shares 3,215 $202K 0.13% +801 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 5,591 shares; 2025Q1: 4,404 shares; 2025Q2: 4,380 shares; 2025Q3: 3,729 shares; 2025Q4: 3,721 shares 3,721 $197K 0.13% -8 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 909 shares; 2025Q1: 916 shares; 2025Q2: 912 shares; 2025Q3: 1,004 shares; 2025Q4: 990 shares 990 $193K 0.13% -14 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 676 shares; 2025Q1: 683 shares; 2025Q2: 676 shares; 2025Q3: 667 shares; 2025Q4: 663 shares 663 $192K 0.13% -4 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: not reported; 2024Q4: 245 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 578 shares; 2025Q4: 578 shares 578 $191K 0.13% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,601 shares; 2025Q1: 2,594 shares; 2025Q2: 2,599 shares; 2025Q3: 2,512 shares; 2025Q4: 2,535 shares 2,535 $187K 0.12% +23 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 383 shares; 2025Q1: 388 shares; 2025Q2: 386 shares; 2025Q3: 383 shares; 2025Q4: 384 shares 384 $187K 0.12% +1 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 6,641 shares; 2025Q1: 6,871 shares; 2025Q2: 6,873 shares; 2025Q3: 7,178 shares; 2025Q4: 7,397 shares 7,397 $185K 0.12% +219 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 1,088 shares; 2025Q1: 4,252 shares; 2025Q2: 1,054 shares; 2025Q3: 1,042 shares; 2025Q4: 986 shares 986 $184K 0.12% -56 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 485 shares; 2025Q1: 497 shares; 2025Q2: 493 shares; 2025Q3: 639 shares; 2025Q4: 671 shares 671 $182K 0.12% +32 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,262 shares; 2024Q4: 3,418 shares; 2025Q1: 3,628 shares; 2025Q2: 3,855 shares; 2025Q3: 3,752 shares; 2025Q4: 3,802 shares 3,802 $182K 0.12% +50 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,931 shares; 2025Q1: 2,092 shares; 2025Q2: 2,147 shares; 2025Q3: 2,207 shares; 2025Q4: 2,207 shares 2,207 $182K 0.12% 0 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: 298 shares; 2024Q4: 288 shares; 2025Q1: 276 shares; 2025Q2: 503 shares; 2025Q3: 496 shares; 2025Q4: 502 shares 502 $176K 0.12% +6 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685 $176K 0.12% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 683 shares; 2025Q4: 683 shares 683 $176K 0.12% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 428 shares; 2025Q1: 425 shares; 2025Q2: 429 shares; 2025Q3: 840 shares; 2025Q4: 840 shares 840 $172K 0.11% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 1,999 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares 1,975 $172K 0.11% 0 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: 248 shares; 2024Q4: 241 shares; 2025Q1: 229 shares; 2025Q2: 196 shares; 2025Q3: 181 shares; 2025Q4: 158 shares 158 $171K 0.11% -23 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,398 shares; 2025Q1: 4,021 shares; 2025Q2: 4,126 shares; 2025Q3: 3,986 shares; 2025Q4: 3,809 shares 3,809 $166K 0.11% -177 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,443 shares; 2025Q1: 1,435 shares; 2025Q2: 1,406 shares; 2025Q3: 1,354 shares; 2025Q4: 1,298 shares 1,298 $164K 0.11% -56 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 1,470 shares; 2025Q1: 1,458 shares; 2025Q2: 2,043 shares; 2025Q3: 2,023 shares; 2025Q4: 1,938 shares 1,938 $163K 0.11% -85 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 11,163 shares; 2025Q1: 11,613 shares; 2025Q2: 11,833 shares; 2025Q3: 11,446 shares; 2025Q4: 10,671 shares 10,671 $161K 0.11% -775 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL 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: 1,579 shares 1,579 $159K 0.11% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 1,089 shares; 2025Q1: 1,059 shares; 2025Q2: 1,073 shares; 2025Q3: 1,079 shares; 2025Q4: 800 shares 800 $155K 0.1% -279 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,066 shares; 2025Q1: 1,054 shares; 2025Q2: 1,056 shares; 2025Q3: 794 shares; 2025Q4: 777 shares 777 $154K 0.1% -17 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,459 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares 1,079 $153K 0.1% 0 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 5,800 shares 5,800 $153K 0.1% -1,700 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 786 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 781 shares; 2025Q4: 780 shares 780 $152K 0.1% -1 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 7,258 shares; 2025Q1: 4,552 shares; 2025Q2: 4,542 shares; 2025Q3: 4,332 shares; 2025Q4: 4,061 shares 4,061 $152K 0.1% -271 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 663 shares; 2025Q1: 1,530 shares; 2025Q2: 1,547 shares; 2025Q3: 1,551 shares; 2025Q4: 1,711 shares 1,711 $150K 0.1% +160 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS 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: 1,835 shares; 2025Q3: 1,810 shares; 2025Q4: 1,807 shares 1,807 $148K 0.1% -3 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,281 shares; 2025Q1: 1,249 shares; 2025Q2: 1,244 shares; 2025Q3: 1,403 shares; 2025Q4: 1,436 shares 1,436 $148K 0.1% +33 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 164 shares; 2025Q1: 1,764 shares; 2025Q2: 1,780 shares; 2025Q3: 1,792 shares; 2025Q4: 1,797 shares 1,797 $147K 0.1% +5 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,497 shares; 2025Q1: 7,004 shares; 2025Q2: 11,234 shares; 2025Q3: 8,803 shares; 2025Q4: 8,953 shares 8,953 $145K 0.1% +150 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 648 shares; 2025Q1: 650 shares; 2025Q2: 869 shares; 2025Q3: 944 shares; 2025Q4: 1,021 shares 1,021 $143K 0.1% +77 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 926 shares; 2025Q1: 953 shares; 2025Q2: 987 shares; 2025Q3: 960 shares; 2025Q4: 952 shares 952 $143K 0.1% -8 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,003 shares; 2025Q1: 1,434 shares; 2025Q2: 1,700 shares; 2025Q3: 1,679 shares; 2025Q4: 893 shares 893 $143K 0.1% -786 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,260 shares; 2025Q1: 2,415 shares; 2025Q2: 2,556 shares; 2025Q3: 2,697 shares; 2025Q4: 2,715 shares 2,715 $141K 0.09% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 882 shares; 2025Q4: 1,088 shares 1,088 $137K 0.09% +206 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,221 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares 1,181 $136K 0.09% 0 Timeline BSET BASSETT FURNITURE INDS INC More: the full row for BASSETT FURNITURE INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 8,783 shares; 2025Q1: 8,251 shares; 2025Q2: 8,362 shares; 2025Q3: 8,200 shares; 2025Q4: 8,064 shares 8,064 $135K 0.09% -136 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: 170 shares; 2024Q4: 168 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 498 shares; 2025Q4: 504 shares 504 $134K 0.09% +6 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,671 shares; 2025Q1: 2,723 shares; 2025Q2: 2,695 shares; 2025Q3: 2,693 shares; 2025Q4: 2,279 shares 2,279 $133K 0.09% -414 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: 507 shares; 2024Q4: 529 shares; 2025Q1: 578 shares; 2025Q2: 614 shares; 2025Q3: 610 shares; 2025Q4: 620 shares 620 $133K 0.09% +10 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,933 shares; 2025Q1: 2,099 shares; 2025Q2: 6,536 shares; 2025Q3: 6,549 shares; 2025Q4: 7,092 shares 7,092 $131K 0.09% +543 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 933 shares; 2025Q1: 927 shares; 2025Q2: 924 shares; 2025Q3: 911 shares; 2025Q4: 912 shares 912 $129K 0.09% +1 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,751 shares; 2025Q1: 2,948 shares; 2025Q2: 3,017 shares; 2025Q3: 3,315 shares; 2025Q4: 4,548 shares 4,548 $127K 0.08% +1,233 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 2,437 shares; 2025Q2: 2,471 shares; 2025Q3: 3,564 shares; 2025Q4: 3,525 shares 3,525 $127K 0.08% -39 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 1,234 shares; 2025Q2: 1,228 shares; 2025Q3: 1,931 shares; 2025Q4: 2,532 shares 2,532 $126K 0.08% +601 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,420 shares; 2025Q4: 2,270 shares 2,270 $124K 0.08% -150 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 1,978 shares 1,978 $124K 0.08% -150 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,193 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares 1,043 $121K 0.08% 0 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,440 shares; 2025Q2: 4,944 shares; 2025Q3: 4,782 shares; 2025Q4: 4,578 shares 4,578 $121K 0.08% -204 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA 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: 2,993 shares; 2025Q3: 3,032 shares; 2025Q4: 3,596 shares 3,596 $120K 0.08% +564 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 1,351 shares; 2025Q4: 1,376 shares 1,376 $119K 0.08% +25 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: not reported; 2024Q4: 4,257 shares; 2025Q1: 4,202 shares; 2025Q2: 4,095 shares; 2025Q3: 3,929 shares; 2025Q4: 3,969 shares 3,969 $118K 0.08% +40 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: 846 shares; 2024Q4: 907 shares; 2025Q1: 243 shares; 2025Q2: 251 shares; 2025Q3: 241 shares; 2025Q4: 241 shares 241 $117K 0.08% 0 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: 835 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares 811 $116K 0.08% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 3,443 shares; 2025Q2: 3,391 shares; 2025Q3: 2,549 shares; 2025Q4: 2,536 shares 2,536 $116K 0.08% -13 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,354 shares 2,354 $114K 0.08% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,435 shares; 2025Q1: 1,040 shares; 2025Q2: 11 shares; 2025Q3: 978 shares; 2025Q4: 978 shares 978 $113K 0.07% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 12 shares; 2025Q2: 324 shares; 2025Q3: 320 shares; 2025Q4: 320 shares 320 $112K 0.07% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares 287 $112K 0.07% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $111K 0.07% 0 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,919 shares; 2025Q2: 3,922 shares; 2025Q3: 3,870 shares; 2025Q4: 3,870 shares 3,870 $110K 0.07% 0 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,318 shares; 2025Q4: 2,302 shares 2,302 $110K 0.07% -16 Timeline SCHI 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: 2,386 shares; 2024Q4: 4,772 shares; 2025Q1: 4,772 shares; 2025Q2: 4,772 shares; 2025Q3: 5,047 shares; 2025Q4: 4,772 shares 4,772 $110K 0.07% -275 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares 1,170 $109K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 349 shares; 2025Q3: 350 shares; 2025Q4: 349 shares 349 $108K 0.07% -1 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,984 shares; 2025Q4: 3,014 shares 3,014 $105K 0.07% +30 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 6,687 shares; 2025Q1: 1,497 shares; 2025Q2: 1,770 shares; 2025Q3: 1,785 shares; 2025Q4: 1,538 shares 1,538 $104K 0.07% -247 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,997 shares; 2025Q1: 2,929 shares; 2025Q2: 2,944 shares; 2025Q3: 2,607 shares; 2025Q4: 2,612 shares 2,612 $102K 0.07% +5 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: not reported; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: 727 shares; 2025Q3: 726 shares; 2025Q4: 747 shares 747 $102K 0.07% +21 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,367 shares; 2025Q1: 1,395 shares; 2025Q2: 1,410 shares; 2025Q3: 1,407 shares; 2025Q4: 1,382 shares 1,382 $102K 0.07% -25 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 2,480 shares; 2025Q3: 2,481 shares; 2025Q4: 2,480 shares 2,480 $99.5K 0.07% -1 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,365 shares; 2025Q1: 1,337 shares; 2025Q2: 1,369 shares; 2025Q3: 1,349 shares; 2025Q4: 1,379 shares 1,379 $99.5K 0.07% +30 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 759 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 733 shares; 2025Q4: 717 shares 717 $98.8K 0.07% -16 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: 258 shares; 2024Q4: 343 shares; 2025Q1: 318 shares; 2025Q2: 325 shares; 2025Q3: 317 shares; 2025Q4: 312 shares 312 $98.2K 0.07% -5 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 200 shares 200 $98.1K 0.07% -20 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 1,451 shares; 2025Q3: 1,510 shares; 2025Q4: 1,538 shares 1,538 $97K 0.06% +28 Timeline IEI 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: 391 shares; 2024Q4: 728 shares; 2025Q1: 816 shares; 2025Q2: 799 shares; 2025Q3: 800 shares; 2025Q4: 811 shares 811 $96.8K 0.06% +11 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 798 shares; 2025Q1: 754 shares; 2025Q2: 782 shares; 2025Q3: 779 shares; 2025Q4: 781 shares 781 $95.8K 0.06% +2 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,668 shares; 2025Q4: 2,692 shares 2,692 $95.7K 0.06% +24 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,109 shares; 2025Q1: 3,109 shares; 2025Q2: 3,109 shares; 2025Q3: 3,109 shares; 2025Q4: 2,897 shares 2,897 $95.7K 0.06% -212 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,093 shares 1,093 $95.2K 0.06% new Timeline TFI 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: 6,088 shares; 2024Q4: 4,638 shares; 2025Q1: 4,638 shares; 2025Q2: 4,326 shares; 2025Q3: 4,326 shares; 2025Q4: 2,049 shares 2,049 $93.7K 0.06% -2,277 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 700 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 735 shares; 2025Q4: 723 shares 723 $91.5K 0.06% -12 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 883 shares; 2025Q3: 878 shares; 2025Q4: 853 shares 853 $91.4K 0.06% -25 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: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 277 shares; 2025Q3: 278 shares; 2025Q4: 277 shares 277 $90.9K 0.06% -1 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,548 shares; 2024Q4: 11,731 shares; 2025Q1: 11,427 shares; 2025Q2: 1,563 shares; 2025Q3: 5,710 shares; 2025Q4: 1,412 shares 1,412 $90K 0.06% -4,298 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 2,536 shares; 2025Q3: 2,466 shares; 2025Q4: 2,518 shares 2,518 $89.4K 0.06% +52 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: not reported; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares 842 $88.6K 0.06% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,256 shares; 2025Q1: 2,280 shares; 2025Q2: 2,328 shares; 2025Q3: 2,302 shares; 2025Q4: 2,256 shares 2,256 $86.6K 0.06% -46 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC 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: 336 shares; 2025Q3: 333 shares; 2025Q4: 338 shares 338 $84.4K 0.06% +5 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares 465 $82.1K 0.05% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 178 shares; 2025Q1: 183 shares; 2025Q2: 181 shares; 2025Q3: 178 shares; 2025Q4: 178 shares 178 $80.8K 0.05% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $80.6K 0.05% 0 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: 28 shares; 2024Q4: 88 shares; 2025Q1: 87 shares; 2025Q2: 85 shares; 2025Q3: 86 shares; 2025Q4: 857 shares 857 $80.4K 0.05% +771 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 1,091 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares 1,011 $79.9K 0.05% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 641 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 670 shares 670 $79.4K 0.05% +5 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares 249 $79.3K 0.05% 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: 13,675 shares; 2024Q4: 4,667 shares; 2025Q1: 2,043 shares; 2025Q2: 1,983 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares 2,133 $78.7K 0.05% 0 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG 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: 2,366 shares 2,366 $77.5K 0.05% new Timeline NTGR NETGEAR INC More: the full row for NETGEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,132 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares 3,144 $77.1K 0.05% 0 Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,372 shares; 2024Q4: 12,511 shares; 2025Q1: 12,346 shares; 2025Q2: 11,705 shares; 2025Q3: 11,486 shares; 2025Q4: 11,245 shares 11,245 $77K 0.05% -241 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,151 shares; 2025Q1: 1,071 shares; 2025Q2: 1,018 shares; 2025Q3: 939 shares; 2025Q4: 923 shares 923 $77K 0.05% -16 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,507 shares; 2025Q3: 1,492 shares; 2025Q4: 1,140 shares 1,140 $76.9K 0.05% -352 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: 31 shares; 2024Q4: 115 shares; 2025Q1: 120 shares; 2025Q2: 115 shares; 2025Q3: 113 shares; 2025Q4: 113 shares 113 $74.6K 0.05% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 95 shares; 2025Q4: 480 shares 480 $73.5K 0.05% +385 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares 163 $72.6K 0.05% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 481 shares; 2025Q3: 480 shares; 2025Q4: 532 shares 532 $71.9K 0.05% +52 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 103 shares; 2025Q2: 118 shares; 2025Q3: 115 shares; 2025Q4: 114 shares 114 $71.5K 0.05% -1 Timeline MRGR 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: 337 shares; 2024Q4: 337 shares; 2025Q1: 959 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares 1,594 $70.9K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 50 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 2,036 shares 2,036 $70.2K 0.05% +2,026 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 868 shares; 2025Q1: 1,890 shares; 2025Q2: 2,010 shares; 2025Q3: 1,377 shares; 2025Q4: 1,385 shares 1,385 $69.9K 0.05% +8 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: 920 shares; 2024Q4: 994 shares; 2025Q1: 1,092 shares; 2025Q2: 1,094 shares; 2025Q3: 1,803 shares; 2025Q4: 1,767 shares 1,767 $67.1K 0.04% -36 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,794 shares; 2025Q3: 3,859 shares; 2025Q4: 4,447 shares 4,447 $67.1K 0.04% +588 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 826 shares; 2025Q3: 827 shares; 2025Q4: 826 shares 826 $65.9K 0.04% -1 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 3,029 shares; 2025Q1: 2,731 shares; 2025Q2: 1,899 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares 2,174 $64.2K 0.04% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 832 shares; 2025Q3: 823 shares; 2025Q4: 829 shares 829 $64K 0.04% +6 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 519 shares; 2025Q4: 2,464 shares 2,464 $62.9K 0.04% +1,945 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: 1,119 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 469 shares 469 $60.5K 0.04% -50 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 424 shares; 2025Q1: 1,088 shares; 2025Q2: 1,312 shares; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares 1,179 $60.1K 0.04% 0 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 2,767 shares; 2025Q3: 2,642 shares; 2025Q4: 2,582 shares 2,582 $60K 0.04% -60 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: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 322 shares; 2025Q3: 358 shares; 2025Q4: 340 shares 340 $59.8K 0.04% -18 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares 1,400 $59.6K 0.04% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,997 shares; 2025Q1: 2,003 shares; 2025Q2: 1,562 shares; 2025Q3: 1,579 shares; 2025Q4: 769 shares 769 $59.5K 0.04% -810 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 588 shares 588 $58.1K 0.04% -550 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 229 shares; 2025Q1: 208 shares; 2025Q2: 207 shares; 2025Q3: 204 shares; 2025Q4: 204 shares 204 $58K 0.04% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares 708 $57.5K 0.04% 0 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: 293 shares; 2024Q4: 293 shares; 2025Q1: 198 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares 148 $57.3K 0.04% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 2,556 shares; 2025Q1: 2,618 shares; 2025Q2: 2,651 shares; 2025Q3: 2,539 shares; 2025Q4: 1,964 shares 1,964 $57.1K 0.04% -575 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 86 shares; 2025Q2: 79 shares; 2025Q3: 74 shares; 2025Q4: 74 shares 74 $57K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 686 shares; 2025Q4: 675 shares 675 $56.8K 0.04% -11 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 48 shares; 2025Q2: 45 shares; 2025Q3: 46 shares; 2025Q4: 45 shares 45 $55.7K 0.04% -1 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 2,295 shares; 2025Q1: 2,295 shares; 2025Q2: 2,291 shares; 2025Q3: 2,266 shares; 2025Q4: 2,274 shares 2,274 $55K 0.04% +8 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: 126 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares 84 $54.9K 0.04% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,678 shares; 2025Q1: 2,563 shares; 2025Q2: 2,923 shares; 2025Q3: 2,793 shares; 2025Q4: 3,093 shares 3,093 $54.8K 0.04% +300 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares 1,368 $53.9K 0.04% 0 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,799 shares; 2025Q1: 1,861 shares; 2025Q2: 1,766 shares; 2025Q3: 879 shares; 2025Q4: 879 shares 879 $53.6K 0.04% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 806 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,126 shares; 2025Q4: 1,196 shares 1,196 $53.3K 0.04% +70 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 924 shares; 2025Q1: 865 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares 755 $52.8K 0.04% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $52.3K 0.03% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 601 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 526 shares 526 $50.9K 0.03% -25 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $49.9K 0.03% 0 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: 436 shares; 2024Q4: 217 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares 216 $49.4K 0.03% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 1,577 shares 1,577 $49.2K 0.03% +1,495 Timeline VMBS 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: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares 1,028 $48.4K 0.03% 0 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 653 shares; 2025Q3: 643 shares; 2025Q4: 651 shares 651 $48.4K 0.03% +8 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,252 shares; 2025Q1: 536 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,252 shares 4,252 $48.2K 0.03% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 3,478 shares; 2025Q3: 3,428 shares; 2025Q4: 3,428 shares 3,428 $48.1K 0.03% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,150 shares; 2025Q1: 1,166 shares; 2025Q2: 1,178 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares 1,163 $46.1K 0.03% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH 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: 6,736 shares; 2025Q3: 6,721 shares; 2025Q4: 6,422 shares 6,422 $45K 0.03% -299 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,194 shares; 2025Q1: 1,165 shares; 2025Q2: 1,174 shares; 2025Q3: 264 shares; 2025Q4: 589 shares 589 $44.8K 0.03% +325 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 385 shares 385 $44.3K 0.03% -45 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 581 shares; 2025Q3: 571 shares; 2025Q4: 571 shares 571 $44.3K 0.03% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 737 shares; 2025Q4: 512 shares 512 $44.1K 0.03% -225 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 672 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685 $44.1K 0.03% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $44K 0.03% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 397 shares; 2025Q4: 397 shares 397 $43.7K 0.03% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares 1,399 $42.7K 0.03% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 234 shares; 2025Q3: 232 shares; 2025Q4: 232 shares 232 $42.4K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 187 shares; 2025Q2: 124 shares; 2025Q3: 95 shares; 2025Q4: 90 shares 90 $42.2K 0.03% -5 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 82 shares; 2025Q2: 74 shares; 2025Q3: 66 shares; 2025Q4: 60 shares 60 $41.6K 0.03% -6 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 353 shares; 2025Q4: 353 shares 353 $41.4K 0.03% 0 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: 939 shares; 2024Q4: 958 shares; 2025Q1: 942 shares; 2025Q2: 92 shares; 2025Q3: 90 shares; 2025Q4: 71 shares 71 $40.7K 0.03% -19 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,956 shares 1,956 $40.6K 0.03% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares 720 $40.6K 0.03% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,025 shares 1,025 $40.6K 0.03% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 283 shares; 2025Q3: 284 shares; 2025Q4: 284 shares 284 $40.1K 0.03% 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: 222 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares 205 $40K 0.03% 0 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 1,413 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares 1,807 $39.5K 0.03% 0 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 402 shares; 2025Q4: 402 shares 402 $39.1K 0.03% 0 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,312 shares; 2025Q1: 5,312 shares; 2025Q2: 4,957 shares; 2025Q3: 4,957 shares; 2025Q4: 4,097 shares 4,097 $36.6K 0.02% -860 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 290 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,082 shares 1,082 $36K 0.02% +28 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,398 shares; 2025Q3: 1,398 shares; 2025Q4: 1,398 shares 1,398 $35.9K 0.02% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares; 2025Q2: 862 shares; 2025Q3: 702 shares; 2025Q4: 702 shares 702 $35.9K 0.02% 0 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: 173 shares; 2024Q4: 180 shares; 2025Q1: 145 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares 107 $35.9K 0.02% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,071 shares; 2025Q4: 1,056 shares 1,056 $34.9K 0.02% -15 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,181 shares 4,181 $34.9K 0.02% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,826 shares; 2025Q1: 2,800 shares; 2025Q2: 2,557 shares; 2025Q3: 645 shares; 2025Q4: 645 shares 645 $34.3K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $34.1K 0.02% 0 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,402 shares; 2025Q1: 1,422 shares; 2025Q2: 1,425 shares; 2025Q3: 497 shares; 2025Q4: 497 shares 497 $33.1K 0.02% 0 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,270 shares; 2025Q2: 2,305 shares; 2025Q3: 746 shares; 2025Q4: 728 shares 728 $33K 0.02% -18 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 254 shares; 2025Q4: 254 shares 254 $33K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 140 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 111 shares 111 $32K 0.02% -25 Timeline BAB 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: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $31.7K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 484 shares 484 $31.7K 0.02% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,118 shares; 2025Q3: 1,108 shares; 2025Q4: 1,120 shares 1,120 $31.3K 0.02% +12 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 1,909 shares; 2025Q1: 1,884 shares; 2025Q2: 765 shares; 2025Q3: 760 shares; 2025Q4: 760 shares 760 $31.1K 0.02% 0 Timeline IGIB 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: 675 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 642 shares; 2025Q3: 510 shares; 2025Q4: 570 shares 570 $30.7K 0.02% +60 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 899 shares; 2025Q4: 899 shares 899 $30.5K 0.02% 0 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 370 shares; 2025Q1: 375 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 835 shares 835 $30.2K 0.02% +335 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares 451 $29.9K 0.02% 0 Timeline JNK 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: 505 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305 $29.6K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 253 shares; 2025Q4: 253 shares 253 $29.6K 0.02% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 218 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208 $29.4K 0.02% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 750 shares 750 $28.9K 0.02% -250 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: 549 shares; 2024Q4: 584 shares; 2025Q1: 599 shares; 2025Q2: 583 shares; 2025Q3: 333 shares; 2025Q4: 326 shares 326 $28.8K 0.02% -7 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 721 shares; 2025Q4: 721 shares 721 $28.5K 0.02% 0 Timeline HYBB 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: 730 shares; 2025Q4: 600 shares 600 $28.3K 0.02% -130 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR 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: 612 shares 612 $28K 0.02% new Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 863 shares; 2025Q4: 863 shares 863 $27.6K 0.02% 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: not reported; 2024Q4: 791 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 581 shares 581 $27.3K 0.02% -10 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 286 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 570 shares 570 $27K 0.02% +265 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares 130 $26.6K 0.02% 0 Timeline FLRN 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: 971 shares; 2024Q4: 971 shares; 2025Q1: 874 shares; 2025Q2: 845 shares; 2025Q3: 848 shares; 2025Q4: 854 shares 854 $26.2K 0.02% +6 Timeline ASTRIA THERAPEUTICS INC ASTRIA THERAPEUTICS INC More: the full row for ASTRIA 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $26.2K 0.02% 0 ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 375 shares; 2025Q3: 306 shares; 2025Q4: 306 shares 306 $26.1K 0.02% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares 520 $25.9K 0.02% 0 Timeline KALV KALVISTA PHARMACEUTICALS INC More: the full row for KALVISTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares 1,590 $25.7K 0.02% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 140 shares 140 $25.5K 0.02% -45 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 977 shares 977 $25.3K 0.02% 0 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 676 shares 676 $25.3K 0.02% +295 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,960 shares; 2025Q1: 1,877 shares; 2025Q2: 1,850 shares; 2025Q3: 498 shares; 2025Q4: 468 shares 468 $25K 0.02% -30 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares 285 $24.8K 0.02% 0 Timeline IVLU 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: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares 649 $24.7K 0.02% 0 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE 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: 1,370 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares 1,345 $24.4K 0.02% 0 Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares 1,454 $23.9K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 60 shares; 2025Q3: 61 shares; 2025Q4: 55 shares 55 $23.8K 0.02% -6 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares 340 $23.7K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 475 shares; 2025Q4: 475 shares 475 $23.6K 0.02% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 1,480 shares; 2025Q1: 1,393 shares; 2025Q2: 404 shares; 2025Q3: 370 shares; 2025Q4: 360 shares 360 $23.4K 0.02% -10 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 52 shares; 2025Q4: 52 shares 52 $23.2K 0.02% 0 MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares 292 $23.1K 0.02% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 346 shares; 2025Q4: 370 shares 370 $22.7K 0.02% +24 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 925 shares 925 $22.5K 0.02% +863 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 420 shares; 2025Q3: 421 shares; 2025Q4: 420 shares 420 $22.4K 0.01% -1 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 7 shares; 2025Q1: 385 shares; 2025Q2: 377 shares; 2025Q3: 379 shares; 2025Q4: 92 shares 92 $22.3K 0.01% -287 Timeline SPIP 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: 960 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $22.1K 0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $22K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 700 shares 700 $21.7K 0.01% -700 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 407 shares 407 $21.5K 0.01% -51 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,162 shares; 2025Q1: 301 shares; 2025Q2: 296 shares; 2025Q3: 293 shares; 2025Q4: 293 shares 293 $21.3K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 330 shares; 2025Q1: 283 shares; 2025Q2: 270 shares; 2025Q3: 256 shares; 2025Q4: 256 shares 256 $21.2K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147 $21.1K 0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares 813 $20.9K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $20.2K 0.01% 0 Timeline IYM 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares 130 $20K 0.01% 0 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 271 shares; 2025Q4: 271 shares 271 $20K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 49 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares 34 $19.5K 0.01% 0 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,288 shares; 2025Q1: 2,277 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 718 shares 718 $19.2K 0.01% +36 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167 shares; 2025Q4: 132 shares 132 $19K 0.01% -35 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 375 shares 375 $18.9K 0.01% -11 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,271 shares 1,271 $18.5K 0.01% -79 Timeline FIXT TCW ETF TRUST More: the full row for TCW 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: 466 shares; 2025Q3: 471 shares; 2025Q4: 481 shares 481 $18.4K 0.01% +10 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,727 shares; 2025Q3: 2,707 shares; 2025Q4: 2,707 shares 2,707 $18.3K 0.01% 0 Timeline SVRA SAVARA INC More: the full row for SAVARA 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: 3,000 shares 3,000 $18.1K 0.01% new 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: 461 shares; 2024Q4: 346 shares; 2025Q1: 170 shares; 2025Q2: 105 shares; 2025Q3: not reported; 2025Q4: 105 shares 105 $18.1K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 58 shares; 2025Q1: 53 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $18K 0.01% 0 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 159 shares; 2025Q4: 170 shares 170 $17.7K 0.01% +11 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 352 shares; 2025Q1: 345 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 142 shares 142 $17.6K 0.01% -12 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 145 shares; 2025Q1: 138 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares 180 $17.6K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares 157 $17.6K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,404 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,344 shares; 2025Q4: 1,280 shares 1,280 $17K 0.01% -64 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 612 shares; 2025Q1: 575 shares; 2025Q2: 186 shares; 2025Q3: 140 shares; 2025Q4: 142 shares 142 $16.6K 0.01% +2 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 13,904 shares; 2025Q1: 13,976 shares; 2025Q2: 2,097 shares; 2025Q3: 455 shares; 2025Q4: 567 shares 567 $16K 0.01% +112 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 262 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 240 shares; 2025Q4: 214 shares 214 $15.8K 0.01% -26 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares 681 $15.8K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares 86 $15.7K 0.01% 0 Timeline DOLE PLC ORD SHS DOLE PLC ORD SHS More: the full row for DOLE PLC ORD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 930 shares; 2025Q4: 1,000 shares 1,000 $15K 0.01% +70 RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 70 shares; 2025Q3: 71 shares; 2025Q4: 70 shares 70 $15K 0.01% -1 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $14.6K 0.01% 0 Timeline FNDF 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares 317 $14.3K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $14.3K 0.01% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares 282 $14.2K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares 156 $13.8K 0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 198 shares 198 $13.7K 0.01% -20 Timeline FNDE 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: 379 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares 379 $13.7K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 112 shares; 2025Q3: 97 shares; 2025Q4: 82 shares 82 $13.4K 0.01% -15 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares 166 $13.3K 0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $13.2K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares 260 $13.2K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $13.1K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 300 shares; 2025Q4: 300 shares 300 $13.1K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares 77 $13K 0.01% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $12.5K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $12.5K 0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares 124 $12.4K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 44 shares; 2025Q1: 40 shares; 2025Q2: 57 shares; 2025Q3: 40 shares; 2025Q4: 50 shares 50 $12.1K 0.01% +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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $12K 0.01% 0 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL 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: 1,600 shares; 2025Q4: 875 shares 875 $12K 0.01% -725 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 280 shares 280 $12K 0.01% +140 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: 61 shares; 2024Q4: 201 shares; 2025Q1: 276 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares 215 $11.8K 0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares 252 $11.8K 0.01% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 19 shares; 2025Q2: 17 shares; 2025Q3: 16 shares; 2025Q4: 13 shares 13 $11.7K 0.01% -3 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA 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: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $11.7K 0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $11.7K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares 20 $11.6K 0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $11.5K 0.01% 0 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares 160 $11.4K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $11.3K 0.01% 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: 1,473 shares; 2024Q4: 1,542 shares; 2025Q1: 1,527 shares; 2025Q2: 72 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $11.3K 0.01% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 296 shares 296 $11.3K 0.01% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 650 shares; 2025Q4: 500 shares 500 $11.1K 0.01% -150 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 320 shares 320 $11K 0.01% new Timeline SRG SERITAGE GROWTH PPTYS More: the full row for SERITAGE GROWTH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 3,382 shares; 2025Q3: 3,382 shares; 2025Q4: 3,382 shares 3,382 $11K 0.01% 0 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: 218 shares; 2024Q4: 211 shares; 2025Q1: 193 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $10.9K 0.01% 0 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares 351 $10.7K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares 105 $10.7K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $10.7K 0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME 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: 700 shares; 2025Q4: 380 shares 380 $10.6K 0.01% -320 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares 143 $10.4K 0.01% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $10.2K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 76 shares 76 $10.1K 0.01% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 167 shares 167 $10.1K 0.01% +25 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: 319 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33 $10.1K 0.01% 0 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD 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: 3,680 shares; 2025Q4: 1,880 shares 1,880 $9.96K 0.01% -1,800 Timeline BILS 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: 135 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $9.92K 0.01% 0 Timeline PCEF 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: 665 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 489 shares 489 $9.72K 0.01% +54 Timeline IDV 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $9.66K 0.01% 0 Timeline SCHH 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: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares 456 $9.53K 0.01% 0 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: 148 shares; 2024Q4: 148 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares 78 $9.37K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 74 shares; 2025Q1: 54 shares; 2025Q2: 53 shares; 2025Q3: 54 shares; 2025Q4: 53 shares 53 $9.16K 0.01% -1 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares 117 $9.05K 0.01% 0 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: not reported; 2024Q4: 29 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $8.83K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $8.81K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL 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: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares 250 $8.76K 0.01% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares 97 $8.65K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 150 shares 150 $8.62K 0.01% -30 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: 171 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares 104 $8.53K 0.01% 0 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares 270 $8.38K 0.01% 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $8.38K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $8.31K 0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 695 shares 695 $8.27K 0.01% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135 shares 135 $8.04K 0.01% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares 50 $8.02K 0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares 76 $7.82K 0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,595 shares; 2025Q1: 1,645 shares; 2025Q2: 1,643 shares; 2025Q3: 675 shares; 2025Q4: 253 shares 253 $7.64K 0.01% -422 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares 206 $7.59K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22 $7.58K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares 29 $7.53K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares 61 $7.5K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 46 shares; 2025Q1: 100 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares 46 $7.38K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 38 shares; 2025Q3: 35 shares; 2025Q4: 35 shares 35 $7.29K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $7.27K <0.01% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 40 shares; 2025Q3: 30 shares; 2025Q4: 25 shares 25 $7.21K <0.01% -5 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $7K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 130 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 47 shares; 2025Q4: 72 shares 72 $6.91K <0.01% +25 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares 110 $6.72K <0.01% 0 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 270 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares 536 $6.67K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares 21 $6.55K <0.01% 0 Timeline SPTI 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares 226 $6.52K <0.01% 0 Timeline