IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,388 shares; 2025Q1: 2,389 shares; 2025Q2: 2,222 shares; 2025Q3: 2,011 shares 2,011 $284K 0.02% -211 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 993 shares; 2025Q1: 980 shares; 2025Q2: 971 shares; 2025Q3: 955 shares 955 $280K 0.02% -16 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,951 shares; 2025Q3: 8,187 shares 8,187 $279K 0.02% +4,236 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,990 shares; 2025Q1: 2,992 shares; 2025Q2: 3,009 shares; 2025Q3: 3,048 shares 3,048 $277K 0.02% +39 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,590 shares; 2025Q1: 4,690 shares; 2025Q2: 4,606 shares; 2025Q3: 4,606 shares 4,606 $273K 0.02% 0 GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,806 shares; 2025Q2: 6,806 shares; 2025Q3: 6,806 shares 6,806 $273K 0.02% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 342 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 326 shares 326 $269K 0.02% -15 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385 shares; 2025Q1: 470 shares; 2025Q2: 353 shares; 2025Q3: 357 shares 357 $267K 0.02% +4 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 369 shares; 2025Q2: 342 shares; 2025Q3: 1,123 shares 1,123 $265K 0.01% +781 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,732 shares; 2025Q1: 11,732 shares; 2025Q2: 11,732 shares; 2025Q3: 11,732 shares 11,732 $264K 0.01% 0 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,750 shares; 2025Q1: 6,755 shares; 2025Q2: 6,759 shares; 2025Q3: 6,764 shares 6,764 $264K 0.01% +5 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,590 shares; 2025Q1: 2,581 shares; 2025Q2: 2,688 shares; 2025Q3: 2,825 shares 2,825 $263K 0.01% +137 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,041 shares 5,041 $262K 0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,918 shares; 2025Q1: 4,876 shares; 2025Q2: 4,602 shares; 2025Q3: 4,357 shares 4,357 $262K 0.01% -245 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,793 shares; 2025Q1: 6,993 shares; 2025Q2: 7,298 shares; 2025Q3: 8,278 shares 8,278 $262K 0.01% +980 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,165 shares; 2025Q1: 5,150 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares 5,150 $262K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,019 shares; 2025Q1: 2,742 shares; 2025Q2: 2,259 shares; 2025Q3: 2,526 shares 2,526 $261K 0.01% +267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,220 shares; 2025Q1: 5,075 shares; 2025Q2: 6,234 shares; 2025Q3: 6,618 shares 6,618 $260K 0.01% +384 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 2,685 shares; 2025Q3: 4,165 shares 4,165 $258K 0.01% +1,480 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,663 shares; 2025Q1: 1,250 shares; 2025Q2: 1,388 shares; 2025Q3: 1,380 shares 1,380 $258K 0.01% -8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,078 shares; 2025Q1: 1,029 shares; 2025Q2: 1,193 shares; 2025Q3: 984 shares 984 $256K 0.01% -209 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,135 shares; 2025Q1: 3,012 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares 3,021 $256K 0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,047 shares; 2025Q1: 837 shares; 2025Q2: 4,452 shares; 2025Q3: 4,591 shares 4,591 $255K 0.01% +139 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,469 shares; 2025Q1: 29,975 shares; 2025Q2: 13,005 shares; 2025Q3: 9,884 shares 9,884 $254K 0.01% -3,121 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 814 shares; 2025Q2: 751 shares; 2025Q3: 1,423 shares 1,423 $254K 0.01% +672 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,905 shares; 2025Q3: 5,677 shares 5,677 $252K 0.01% +1,772 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,625 shares; 2025Q1: 4,160 shares; 2025Q2: 4,550 shares; 2025Q3: 5,939 shares 5,939 $252K 0.01% +1,389 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,240 shares; 2025Q1: 12,240 shares; 2025Q2: 12,240 shares; 2025Q3: 12,240 shares 12,240 $251K 0.01% 0 Timeline OBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 5,570 shares; 2025Q2: 7,570 shares; 2025Q3: 9,470 shares 9,470 $249K 0.01% +1,900 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,553 shares; 2025Q1: 14,030 shares; 2025Q2: 13,097 shares; 2025Q3: 10,823 shares 10,823 $248K 0.01% -2,274 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 312 shares; 2025Q1: 4 shares; 2025Q2: 17 shares; 2025Q3: 5,017 shares 5,017 $247K 0.01% +5,000 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,033 shares; 2025Q1: 10,492 shares; 2025Q2: 8,892 shares; 2025Q3: 9,760 shares 9,760 $247K 0.01% +868 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares 6,344 $247K 0.01% 0 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,651 shares; 2025Q3: 9,178 shares 9,178 $247K 0.01% -473 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239 shares; 2025Q3: 5,133 shares 5,133 $246K 0.01% +4,894 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,793 shares; 2025Q1: 4,547 shares; 2025Q2: 4,072 shares; 2025Q3: 3,870 shares 3,870 $245K 0.01% -202 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 918 shares; 2025Q1: 919 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares 1,375 $245K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 783 shares; 2025Q3: 783 shares 783 $245K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,075 shares; 2025Q1: 11,065 shares; 2025Q2: 10,448 shares; 2025Q3: 9,248 shares 9,248 $244K 0.01% -1,200 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,833 shares; 2025Q1: 3,051 shares; 2025Q2: 3,407 shares; 2025Q3: 4,131 shares 4,131 $243K 0.01% +724 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,283 shares; 2025Q1: 1,397 shares; 2025Q2: 1,532 shares; 2025Q3: 1,916 shares 1,916 $241K 0.01% +384 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 6,754 shares; 2025Q3: 6,754 shares 6,754 $240K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,079 shares; 2025Q1: 2,129 shares; 2025Q2: 2,793 shares; 2025Q3: 2,099 shares 2,099 $239K 0.01% -694 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,236 shares; 2025Q2: 6,236 shares; 2025Q3: 6,236 shares 6,236 $239K 0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,185 shares; 2025Q1: 6,856 shares; 2025Q2: 5,041 shares; 2025Q3: 3,364 shares 3,364 $238K 0.01% -1,677 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,633 shares; 2025Q1: 5,739 shares; 2025Q2: 5,653 shares; 2025Q3: 5,653 shares 5,653 $237K 0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,155 shares; 2025Q1: 5,729 shares; 2025Q2: 1,619 shares; 2025Q3: 1,419 shares 1,419 $235K 0.01% -200 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,385 shares; 2025Q2: 2,982 shares; 2025Q3: 3,126 shares 3,126 $232K 0.01% +144 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 23 shares; 2025Q2: 24 shares; 2025Q3: 43 shares 43 $232K 0.01% +19 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,138 shares; 2025Q1: 2,180 shares; 2025Q2: 1,811 shares; 2025Q3: 1,789 shares 1,789 $232K 0.01% -22 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,577 shares; 2025Q1: 5,890 shares; 2025Q2: 5,428 shares; 2025Q3: 7,386 shares 7,386 $231K 0.01% +1,958 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,705 shares; 2025Q3: 9,990 shares 9,990 $231K 0.01% +7,285 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 156 shares; 2025Q2: 218 shares; 2025Q3: 250 shares 250 $230K 0.01% +32 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,143 shares; 2025Q1: 3,253 shares; 2025Q2: 8,970 shares; 2025Q3: 9,045 shares 9,045 $229K 0.01% +75 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 750 shares; 2025Q2: 738 shares; 2025Q3: 740 shares 740 $228K 0.01% +2 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,810 shares; 2025Q1: 3,425 shares; 2025Q2: 4,690 shares; 2025Q3: 4,493 shares 4,493 $228K 0.01% -197 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,501 shares 1,501 $228K 0.01% +101 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,335 shares; 2025Q1: 1,642 shares; 2025Q2: 1,538 shares; 2025Q3: 1,559 shares 1,559 $228K 0.01% +21 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,340 shares; 2025Q1: 16,636 shares; 2025Q2: 18,636 shares; 2025Q3: 16,550 shares 16,550 $227K 0.01% -2,086 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,180 shares; 2025Q1: 2,594 shares; 2025Q2: 1,245 shares; 2025Q3: 1,732 shares 1,732 $225K 0.01% +487 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,578 shares; 2025Q1: 2,717 shares; 2025Q2: 1,595 shares; 2025Q3: 1,583 shares 1,583 $224K 0.01% -12 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 4,417 shares 4,417 $224K 0.01% +4,000 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,520 shares; 2025Q1: 2,013 shares; 2025Q2: 1,810 shares; 2025Q3: 1,256 shares 1,256 $223K 0.01% -554 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,667 shares; 2025Q1: 4,379 shares; 2025Q2: 5,792 shares; 2025Q3: 4,476 shares 4,476 $223K 0.01% -1,316 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: 634 shares; 2025Q2: 698 shares; 2025Q3: 833 shares 833 $223K 0.01% +135 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,273 shares; 2025Q1: 6,147 shares; 2025Q2: 5,781 shares; 2025Q3: 5,677 shares 5,677 $222K 0.01% -104 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 3,937 shares 3,937 $222K 0.01% -61 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,604 shares; 2025Q3: 2,191 shares 2,191 $217K 0.01% +587 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,564 shares; 2025Q1: 5,464 shares; 2025Q2: 4,730 shares; 2025Q3: 5,132 shares 5,132 $216K 0.01% +402 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,656 shares; 2025Q1: 1,940 shares; 2025Q2: 1,919 shares; 2025Q3: 1,647 shares 1,647 $216K 0.01% -272 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,063 shares; 2025Q1: 1,611 shares; 2025Q2: 1,808 shares; 2025Q3: 1,763 shares 1,763 $216K 0.01% -45 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,163 shares; 2025Q1: 1,177 shares; 2025Q2: 1,157 shares; 2025Q3: 1,118 shares 1,118 $216K 0.01% -39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,540 shares; 2025Q1: 1,850 shares; 2025Q2: 1,917 shares; 2025Q3: 1,887 shares 1,887 $215K 0.01% -30 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 621 shares; 2025Q1: 661 shares; 2025Q2: 609 shares; 2025Q3: 611 shares 611 $215K 0.01% +2 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,465 shares; 2025Q1: 1,702 shares; 2025Q2: 2,475 shares; 2025Q3: 2,529 shares 2,529 $215K 0.01% +54 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 974 shares; 2025Q1: 927 shares; 2025Q2: 709 shares; 2025Q3: 825 shares 825 $214K 0.01% +116 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,448 shares; 2025Q1: 1,459 shares; 2025Q2: 1,293 shares; 2025Q3: 1,123 shares 1,123 $214K 0.01% -170 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,672 shares; 2025Q1: 18,732 shares; 2025Q2: 19,632 shares; 2025Q3: 19,632 shares 19,632 $213K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 872 shares; 2025Q1: 803 shares; 2025Q2: 850 shares; 2025Q3: 1,053 shares 1,053 $212K 0.01% +203 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,110 shares; 2025Q1: 713 shares; 2025Q2: 747 shares; 2025Q3: 732 shares 732 $211K 0.01% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 404 shares; 2025Q2: 602 shares; 2025Q3: 634 shares 634 $211K 0.01% +32 Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 674 shares; 2025Q2: 2,004 shares; 2025Q3: 2,658 shares 2,658 $209K 0.01% +654 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 172 shares; 2025Q2: 2,013 shares; 2025Q3: 1,937 shares 1,937 $209K 0.01% -76 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: 2,219 shares; 2025Q2: 2,723 shares; 2025Q3: 2,694 shares 2,694 $207K 0.01% -29 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 4,900 shares; 2025Q3: 4,750 shares 4,750 $207K 0.01% -150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,606 shares; 2025Q1: 8,612 shares; 2025Q2: 8,748 shares; 2025Q3: 5,788 shares 5,788 $207K 0.01% -2,960 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,435 shares; 2025Q1: 2,527 shares; 2025Q2: 2,920 shares; 2025Q3: 3,060 shares 3,060 $205K 0.01% +140 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,061 shares; 2025Q1: 12,503 shares; 2025Q2: 12,353 shares; 2025Q3: 11,503 shares 11,503 $205K 0.01% -850 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,283 shares; 2025Q1: 5,668 shares; 2025Q2: 4,497 shares; 2025Q3: 4,539 shares 4,539 $205K 0.01% +42 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 680 shares; 2025Q2: 681 shares; 2025Q3: 681 shares 681 $205K 0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516 shares; 2025Q1: 1,808 shares; 2025Q2: 2,185 shares; 2025Q3: 1,983 shares 1,983 $204K 0.01% -202 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares 397 $204K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,044 shares; 2025Q1: 5,428 shares; 2025Q2: 4,770 shares; 2025Q3: 3,820 shares 3,820 $204K 0.01% -950 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 745 shares; 2025Q1: 848 shares; 2025Q2: 2,201 shares; 2025Q3: 2,227 shares 2,227 $204K 0.01% +26 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,384 shares; 2025Q1: 18,636 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares 4,460 $203K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,075 shares; 2025Q2: 2,473 shares; 2025Q3: 2,124 shares 2,124 $203K 0.01% -349 Timeline EAOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,510 shares; 2025Q1: 5,908 shares; 2025Q2: 5,558 shares; 2025Q3: 5,778 shares 5,778 $202K 0.01% +220 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,505 shares; 2025Q1: 1,497 shares; 2025Q2: 1,439 shares; 2025Q3: 1,423 shares 1,423 $202K 0.01% -16 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,907 shares; 2025Q1: 3,874 shares; 2025Q2: 3,709 shares; 2025Q3: 3,713 shares 3,713 $202K 0.01% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,100 shares; 2025Q1: 9,823 shares; 2025Q2: 8,942 shares; 2025Q3: 9,322 shares 9,322 $201K 0.01% +380 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares 2,230 $200K 0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128 shares; 2025Q1: 1,573 shares; 2025Q2: 1,894 shares; 2025Q3: 5,075 shares 5,075 $199K 0.01% +3,181 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,332 shares; 2025Q1: 5,334 shares; 2025Q2: 5,326 shares; 2025Q3: 5,326 shares 5,326 $199K 0.01% 0 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,343 shares; 2025Q1: 3,582 shares; 2025Q2: 3,862 shares; 2025Q3: 4,163 shares 4,163 $198K 0.01% +301 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16 shares; 2025Q1: 2,900 shares; 2025Q2: 2,905 shares; 2025Q3: 2,918 shares 2,918 $196K 0.01% +13 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: 348 shares; 2025Q2: 315 shares; 2025Q3: 254 shares 254 $196K 0.01% -61 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,966 shares; 2025Q2: 12,966 shares; 2025Q3: 7,753 shares 7,753 $196K 0.01% -5,213 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,308 shares; 2025Q1: 4,308 shares; 2025Q2: 4,311 shares; 2025Q3: 2,315 shares 2,315 $195K 0.01% -1,996 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,460 shares; 2025Q1: 24,096 shares; 2025Q2: 7,276 shares; 2025Q3: 7,125 shares 7,125 $192K 0.01% -151 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,486 shares; 2025Q1: 5,456 shares; 2025Q2: 7,165 shares; 2025Q3: 7,206 shares 7,206 $190K 0.01% +41 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,204 shares; 2025Q1: 1,767 shares; 2025Q2: 1,640 shares; 2025Q3: 1,894 shares 1,894 $190K 0.01% +254 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 366 shares; 2025Q2: 342 shares; 2025Q3: 342 shares 342 $187K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 611 shares; 2025Q1: 619 shares; 2025Q2: 620 shares; 2025Q3: 647 shares 647 $187K 0.01% +27 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,337 shares; 2025Q1: 11,957 shares; 2025Q2: 5,766 shares; 2025Q3: 5,997 shares 5,997 $187K 0.01% +231 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,835 shares 3,835 $187K 0.01% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 475 shares; 2025Q3: 3,088 shares 3,088 $187K 0.01% +2,613 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares 3,680 $185K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares 725 $184K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 543 shares; 2025Q1: 487 shares; 2025Q2: 439 shares; 2025Q3: 426 shares 426 $183K 0.01% -13 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,014 shares; 2025Q1: 1,004 shares; 2025Q2: 940 shares; 2025Q3: 1,090 shares 1,090 $183K 0.01% +150 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218 shares; 2025Q1: 558 shares; 2025Q2: 692 shares; 2025Q3: 708 shares 708 $182K 0.01% +16 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,862 shares; 2025Q1: 6,607 shares; 2025Q2: 6,935 shares; 2025Q3: 10,675 shares 10,675 $182K 0.01% +3,740 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,482 shares; 2025Q1: 1,533 shares; 2025Q2: 2,113 shares; 2025Q3: 2,143 shares 2,143 $181K 0.01% +30 Timeline RPHS TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 21,219 shares; 2025Q2: 20,661 shares; 2025Q3: 16,177 shares 16,177 $179K 0.01% -4,484 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares 1,007 $179K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,965 shares; 2025Q1: 4,235 shares; 2025Q2: 5,311 shares; 2025Q3: 2,226 shares 2,226 $178K 0.01% -3,085 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,759 shares; 2025Q1: 2,921 shares; 2025Q2: 3,701 shares; 2025Q3: 3,462 shares 3,462 $177K 0.01% -239 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,889 shares; 2025Q1: 2,564 shares; 2025Q2: 3,105 shares; 2025Q3: 2,465 shares 2,465 $176K 0.01% -640 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 881 shares; 2025Q2: 900 shares; 2025Q3: 858 shares 858 $176K 0.01% -42 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 891 shares; 2025Q1: 709 shares; 2025Q2: 498 shares; 2025Q3: 503 shares 503 $176K 0.01% +5 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 402 shares 402 $175K 0.01% +50 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,375 shares; 2025Q3: 1,433 shares 1,433 $173K 0.01% +58 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421 shares; 2025Q1: 894 shares; 2025Q2: 2,222 shares; 2025Q3: 2,055 shares 2,055 $173K 0.01% -167 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,534 shares; 2025Q1: 4,423 shares; 2025Q2: 3,659 shares; 2025Q3: 1,553 shares 1,553 $173K 0.01% -2,106 Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,490 shares; 2025Q1: 7,240 shares; 2025Q2: 8,925 shares; 2025Q3: 11,810 shares 11,810 $172K 0.01% +2,885 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 1,878 shares; 2025Q3: 1,948 shares 1,948 $171K 0.01% +70 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,873 shares; 2025Q2: 1,718 shares; 2025Q3: 1,333 shares 1,333 $171K 0.01% -385 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,763 shares; 2025Q1: 3,984 shares; 2025Q2: 2,920 shares; 2025Q3: 2,929 shares 2,929 $170K 0.01% +9 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,389 shares; 2025Q1: 1,375 shares; 2025Q2: 1,349 shares; 2025Q3: 1,340 shares 1,340 $170K 0.01% -9 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 145,741 shares; 2025Q2: 137,204 shares; 2025Q3: 11,367 shares 11,367 $170K 0.01% -125,837 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 506 shares; 2025Q1: 448 shares; 2025Q2: 809 shares; 2025Q3: 684 shares 684 $169K 0.01% -125 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,229 shares; 2025Q1: 1,311 shares; 2025Q2: 2,244 shares; 2025Q3: 2,653 shares 2,653 $169K 0.01% +409 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 170,854 shares; 2025Q2: 157,228 shares; 2025Q3: 14,051 shares 14,051 $168K 0.01% -143,177 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142 shares; 2025Q1: 145 shares; 2025Q2: 147 shares; 2025Q3: 1,170 shares 1,170 $167K 0.01% +1,023 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 310 shares; 2025Q1: 3,537 shares; 2025Q2: 3,537 shares; 2025Q3: 3,537 shares 3,537 $167K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,401 shares; 2025Q1: 1,314 shares; 2025Q2: 1,655 shares; 2025Q3: 1,197 shares 1,197 $167K 0.01% -458 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares 1,388 $166K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,272 shares; 2025Q1: 11,930 shares; 2025Q2: 13,251 shares; 2025Q3: 13,812 shares 13,812 $165K 0.01% +561 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 569 shares; 2025Q1: 580 shares; 2025Q2: 569 shares; 2025Q3: 568 shares 568 $163K 0.01% -1 Timeline XMHQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,262 shares; 2025Q2: 1,981 shares; 2025Q3: 1,539 shares 1,539 $162K 0.01% -442 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,804 shares; 2025Q1: 7,455 shares; 2025Q2: 7,504 shares; 2025Q3: 3,236 shares 3,236 $161K 0.01% -4,268 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,769 shares; 2025Q1: 76,664 shares; 2025Q2: 108,769 shares; 2025Q3: 125,817 shares 125,817 $161K 0.01% +17,048 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,346 shares; 2025Q1: 1,346 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares 1,629 $161K 0.01% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 660 shares; 2025Q2: 694 shares; 2025Q3: 706 shares 706 $160K 0.01% +12 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,148 shares; 2025Q2: 1,132 shares; 2025Q3: 1,175 shares 1,175 $160K 0.01% +43 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,558 shares; 2025Q1: 3,438 shares; 2025Q2: 2,858 shares; 2025Q3: 2,813 shares 2,813 $160K 0.01% -45 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,556 shares; 2025Q3: 3,569 shares 3,569 $160K 0.01% +13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 738 shares; 2025Q1: 1,343 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares 1,345 $159K 0.01% 0 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,104 shares; 2025Q1: 1,620 shares; 2025Q2: 3,960 shares; 2025Q3: 3,798 shares 3,798 $159K 0.01% -162 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 1,423 shares; 2025Q2: 1,715 shares; 2025Q3: 1,757 shares 1,757 $158K 0.01% +42 Timeline TBBB BBB FOODS INC More: the full row for BBB FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 5,810 shares 5,810 $157K 0.01% +4,460 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,897 shares; 2025Q1: 3,900 shares; 2025Q2: 3,300 shares; 2025Q3: 3,339 shares 3,339 $155K 0.01% +39 Timeline XLG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 1,242 shares; 2025Q3: 2,690 shares 2,690 $155K 0.01% +1,448 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,855 shares; 2025Q1: 1,445 shares; 2025Q2: 1,145 shares; 2025Q3: 1,159 shares 1,159 $153K 0.01% +14 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,271 shares; 2025Q1: 1,941 shares; 2025Q2: 1,788 shares; 2025Q3: 1,937 shares 1,937 $152K 0.01% +149 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,054 shares; 2025Q1: 3,332 shares; 2025Q2: 2,539 shares; 2025Q3: 1,981 shares 1,981 $152K 0.01% -558 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,774 shares; 2025Q1: 5,333 shares; 2025Q2: 6,242 shares; 2025Q3: 6,451 shares 6,451 $151K 0.01% +209 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,448 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,448 shares 1,448 $151K 0.01% +1 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452 shares; 2025Q1: 544 shares; 2025Q2: 494 shares; 2025Q3: 468 shares 468 $151K 0.01% -26 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: 710 shares; 2025Q2: 760 shares; 2025Q3: 752 shares 752 $149K 0.01% -8 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148 shares; 2025Q1: 921 shares; 2025Q2: 693 shares; 2025Q3: 973 shares 973 $147K 0.01% +280 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,343 shares; 2025Q1: 1,377 shares; 2025Q2: 1,363 shares; 2025Q3: 1,463 shares 1,463 $147K 0.01% +100 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,400 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares 4,100 $147K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,516 shares; 2025Q1: 1,568 shares; 2025Q2: 1,528 shares; 2025Q3: 1,568 shares 1,568 $146K 0.01% +40 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,901 shares; 2025Q1: 13,456 shares; 2025Q2: 13,577 shares; 2025Q3: 13,715 shares 13,715 $146K 0.01% +138 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,850 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares 2,644 $146K 0.01% 0 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,462 shares; 2025Q1: 1,118 shares; 2025Q2: 2,142 shares; 2025Q3: 3,226 shares 3,226 $146K 0.01% +1,084 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,716 shares; 2025Q1: 7,594 shares; 2025Q2: 7,594 shares; 2025Q3: 7,021 shares 7,021 $145K 0.01% -573 STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 585 shares; 2025Q1: 584 shares; 2025Q2: 588 shares; 2025Q3: 587 shares 587 $145K 0.01% -1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 241 shares; 2025Q1: 360 shares; 2025Q2: 702 shares; 2025Q3: 2,960 shares 2,960 $145K 0.01% +2,258 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 289 shares; 2025Q2: 286 shares; 2025Q3: 212 shares 212 $145K 0.01% -74 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,737 shares; 2025Q1: 1,437 shares; 2025Q2: 1,599 shares; 2025Q3: 2,819 shares 2,819 $145K 0.01% +1,220 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,300 shares; 2025Q1: 9,300 shares; 2025Q2: 17,300 shares; 2025Q3: 15,000 shares 15,000 $144K 0.01% -2,300 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,423 shares; 2025Q1: 2,376 shares; 2025Q2: 2,379 shares; 2025Q3: 2,382 shares 2,382 $143K 0.01% +3 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,154 shares; 2025Q1: 1,120 shares; 2025Q2: 1,124 shares; 2025Q3: 1,127 shares 1,127 $143K 0.01% +3 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272 shares; 2025Q1: 291 shares; 2025Q2: 273 shares; 2025Q3: 271 shares 271 $142K 0.01% -2 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 779 shares; 2025Q1: 614 shares; 2025Q2: 580 shares; 2025Q3: 766 shares 766 $141K 0.01% +186 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 878 shares; 2025Q3: 878 shares 878 $140K 0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 434 shares; 2025Q1: 468 shares; 2025Q2: 452 shares; 2025Q3: 448 shares 448 $139K 0.01% -4 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares 485 $139K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,916 shares; 2025Q1: 1,915 shares; 2025Q2: 1,897 shares; 2025Q3: 1,945 shares 1,945 $138K 0.01% +48 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 4,414 shares; 2025Q3: 4,447 shares 4,447 $137K 0.01% +33 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 854 shares; 2025Q1: 812 shares; 2025Q2: 976 shares; 2025Q3: 1,009 shares 1,009 $136K 0.01% +33 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares 4,500 $135K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 610 shares; 2025Q1: 750 shares; 2025Q2: 553 shares; 2025Q3: 518 shares 518 $135K 0.01% -35 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 954 shares; 2025Q3: 954 shares 954 $135K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 140 shares; 2025Q2: 141 shares; 2025Q3: 141 shares 141 $135K 0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,768 shares; 2025Q1: 1,859 shares; 2025Q2: 1,764 shares; 2025Q3: 1,765 shares 1,765 $134K 0.01% +1 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,710 shares; 2025Q1: 2,396 shares; 2025Q2: 2,541 shares; 2025Q3: 2,788 shares 2,788 $134K 0.01% +247 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 954 shares; 2025Q1: 956 shares; 2025Q2: 950 shares; 2025Q3: 968 shares 968 $134K 0.01% +18 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,450 shares; 2025Q2: 2,043 shares; 2025Q3: 2,643 shares 2,643 $134K 0.01% +600 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,948 shares; 2025Q1: 1,942 shares; 2025Q2: 1,965 shares; 2025Q3: 1,985 shares 1,985 $134K 0.01% +20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,416 shares; 2025Q1: 1,415 shares; 2025Q2: 1,447 shares; 2025Q3: 1,415 shares 1,415 $133K 0.01% -32 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,340 shares 2,340 $133K 0.01% -280 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,453 shares; 2025Q1: 3,453 shares; 2025Q2: 3,453 shares; 2025Q3: 3,453 shares 3,453 $133K 0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares 2,325 $132K 0.01% 0 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,029 shares; 2025Q1: 10,713 shares; 2025Q2: 10,713 shares; 2025Q3: 13,213 shares 13,213 $132K 0.01% +2,500 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,977 shares; 2025Q1: 1,970 shares; 2025Q2: 2,023 shares; 2025Q3: 1,598 shares 1,598 $132K 0.01% -425 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,742 shares 1,742 $131K 0.01% new Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,732 shares 1,732 $131K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,491 shares; 2025Q1: 1,663 shares; 2025Q2: 1,661 shares; 2025Q3: 1,673 shares 1,673 $130K 0.01% +12 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256 shares; 2025Q1: 266 shares; 2025Q2: 273 shares; 2025Q3: 273 shares 273 $130K 0.01% 0 Timeline PHO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $130K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 3,960 shares 3,960 $130K 0.01% +2,070 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares 3,775 $129K 0.01% 0 Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,150 shares 3,150 $129K 0.01% new Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,765 shares; 2025Q2: 13,965 shares; 2025Q3: 9,695 shares 9,695 $129K 0.01% -4,270 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $128K 0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,309 shares; 2025Q1: 5,949 shares; 2025Q2: 2,202 shares; 2025Q3: 3,050 shares 3,050 $128K 0.01% +848 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 981 shares; 2025Q3: 2,367 shares 2,367 $128K 0.01% +1,386 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 625 shares; 2025Q1: 1,275 shares; 2025Q2: 1,384 shares; 2025Q3: 1,409 shares 1,409 $128K 0.01% +25 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares 136 $127K 0.01% 0 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,185 shares; 2025Q1: 2,185 shares; 2025Q2: 2,185 shares; 2025Q3: 3,920 shares 3,920 $127K 0.01% +1,735 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 4,551 shares; 2025Q3: 4,551 shares 4,551 $126K 0.01% 0 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,803 shares; 2025Q1: 1,900 shares; 2025Q2: 3,508 shares; 2025Q3: 5,307 shares 5,307 $126K 0.01% +1,799 Timeline SPGM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,331 shares; 2025Q1: 1,677 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares 1,680 $126K 0.01% 0 Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,966 shares; 2025Q1: 10,466 shares; 2025Q2: 4,081 shares; 2025Q3: 9,700 shares 9,700 $125K 0.01% +5,619 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,720 shares; 2025Q1: 1,842 shares; 2025Q2: 1,845 shares; 2025Q3: 1,849 shares 1,849 $125K 0.01% +4 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,149 shares; 2025Q1: 1,151 shares; 2025Q2: 1,152 shares; 2025Q3: 1,103 shares 1,103 $124K 0.01% -49 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,090 shares; 2025Q1: 1,096 shares; 2025Q2: 1,102 shares; 2025Q3: 1,108 shares 1,108 $123K 0.01% +6 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,009 shares; 2025Q1: 2,273 shares; 2025Q2: 1,252 shares; 2025Q3: 1,671 shares 1,671 $123K 0.01% +419 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,912 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,562 shares 2,562 $122K 0.01% -350 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,365 shares; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares 1,322 $122K 0.01% 0 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,010 shares; 2025Q1: 3,015 shares; 2025Q2: 2,986 shares; 2025Q3: 2,990 shares 2,990 $122K 0.01% +4 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares 2,410 $122K 0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,471 shares; 2025Q1: 1,490 shares; 2025Q2: 1,500 shares; 2025Q3: 1,354 shares 1,354 $121K 0.01% -146 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 858 shares; 2025Q1: 852 shares; 2025Q2: 1,163 shares; 2025Q3: 1,196 shares 1,196 $120K 0.01% +33 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,198 shares; 2025Q1: 1,376 shares; 2025Q2: 1,127 shares; 2025Q3: 299 shares 299 $120K 0.01% -828 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 763 shares; 2025Q1: 838 shares; 2025Q2: 828 shares; 2025Q3: 804 shares 804 $120K 0.01% -24 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280 shares; 2025Q1: 447 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares 1,007 $119K 0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,352 shares; 2025Q1: 15,352 shares; 2025Q2: 25,477 shares; 2025Q3: 24,787 shares 24,787 $119K 0.01% -690 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,127 shares; 2025Q2: 3,127 shares; 2025Q3: 3,127 shares 3,127 $119K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 857 shares; 2025Q2: 811 shares; 2025Q3: 802 shares 802 $118K 0.01% -9 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,720 shares; 2025Q3: 3,495 shares 3,495 $118K 0.01% -2,225 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 620 shares; 2025Q3: 700 shares 700 $118K 0.01% +80 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares 4,020 $118K 0.01% 0 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,070 shares; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares 3,070 $118K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,035 shares; 2025Q1: 1,045 shares; 2025Q2: 1,059 shares; 2025Q3: 965 shares 965 $117K 0.01% -94 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,285 shares; 2025Q1: 3,670 shares; 2025Q2: 3,908 shares; 2025Q3: 2,450 shares 2,450 $117K 0.01% -1,458 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares 3,125 $117K 0.01% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,453 shares; 2025Q1: 5,513 shares; 2025Q2: 5,513 shares; 2025Q3: 4,563 shares 4,563 $116K 0.01% -950 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,656 shares; 2025Q1: 1,997 shares; 2025Q2: 1,872 shares; 2025Q3: 1,885 shares 1,885 $116K 0.01% +13 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 888 shares; 2025Q1: 908 shares; 2025Q2: 2,658 shares; 2025Q3: 2,508 shares 2,508 $116K 0.01% -150 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,302 shares; 2025Q1: 1,304 shares; 2025Q2: 956 shares; 2025Q3: 958 shares 958 $116K 0.01% +2 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 333 shares; 2025Q1: 335 shares; 2025Q2: 334 shares; 2025Q3: 334 shares 334 $115K 0.01% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 26,062 shares; 2025Q2: 11,163 shares; 2025Q3: 9,108 shares 9,108 $114K 0.01% -2,055 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 758 shares; 2025Q1: 840 shares; 2025Q2: 747 shares; 2025Q3: 838 shares 838 $113K 0.01% +91 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,010 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares 3,010 $112K 0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,070 shares; 2025Q1: 2,970 shares; 2025Q2: 2,515 shares; 2025Q3: 1,227 shares 1,227 $112K 0.01% -1,288 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,597 shares 1,597 $111K 0.01% +2 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,466 shares; 2025Q1: 1,450 shares; 2025Q2: 1,538 shares; 2025Q3: 3,248 shares 3,248 $111K 0.01% +1,710 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,333 shares; 2025Q1: 2,388 shares; 2025Q2: 2,868 shares; 2025Q3: 2,918 shares 2,918 $110K 0.01% +50 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,385 shares; 2025Q1: 1,384 shares; 2025Q2: 1,307 shares; 2025Q3: 1,403 shares 1,403 $110K 0.01% +96 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,306 shares; 2025Q1: 3,306 shares; 2025Q2: 3,306 shares; 2025Q3: 3,306 shares 3,306 $109K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 106 shares; 2025Q2: 139 shares; 2025Q3: 755 shares 755 $109K 0.01% +616 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,733 shares; 2025Q1: 4,651 shares; 2025Q2: 4,100 shares; 2025Q3: 4,132 shares 4,132 $109K 0.01% +32 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares 3,063 $108K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,605 shares; 2025Q1: 2,599 shares; 2025Q2: 2,609 shares; 2025Q3: 3,749 shares 3,749 $108K 0.01% +1,140 Timeline RSPH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,660 shares; 2025Q1: 3,660 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares 3,660 $108K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,791 shares; 2025Q1: 3,741 shares; 2025Q2: 1,903 shares; 2025Q3: 1,925 shares 1,925 $107K 0.01% +22 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: 2,828 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares 2,828 $106K 0.01% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 1,305 shares; 2025Q3: 1,345 shares 1,345 $105K 0.01% +40 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 507 shares; 2025Q1: 522 shares; 2025Q2: 525 shares; 2025Q3: 525 shares 525 $105K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,435 shares; 2025Q1: 1,589 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares 1,447 $105K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 948 shares; 2025Q3: 878 shares 878 $105K 0.01% -70 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $105K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 1,303 shares; 2025Q2: 1,286 shares; 2025Q3: 1,386 shares 1,386 $105K 0.01% +100 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,278 shares; 2025Q1: 2,289 shares; 2025Q2: 2,298 shares; 2025Q3: 2,308 shares 2,308 $104K 0.01% +10 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 392 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares 410 $104K 0.01% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,135 shares; 2025Q1: 3,148 shares; 2025Q2: 3,163 shares; 2025Q3: 3,163 shares 3,163 $104K 0.01% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,991 shares; 2025Q1: 5,000 shares; 2025Q2: 5,010 shares; 2025Q3: 5,020 shares 5,020 $103K 0.01% +10 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 437 shares; 2025Q1: 438 shares; 2025Q2: 437 shares; 2025Q3: 437 shares 437 $103K 0.01% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 351 shares; 2025Q2: 343 shares; 2025Q3: 343 shares 343 $103K 0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 496 shares; 2025Q1: 515 shares; 2025Q2: 494 shares; 2025Q3: 497 shares 497 $102K 0.01% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares 4,990 $101K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 424 shares; 2025Q2: 423 shares; 2025Q3: 423 shares 423 $101K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,540 shares; 2025Q1: 47,479 shares; 2025Q2: 50,481 shares; 2025Q3: 14,439 shares 14,439 $99.8K 0.01% -36,042 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,580 shares; 2025Q1: 3,614 shares; 2025Q2: 4,187 shares; 2025Q3: 3,870 shares 3,870 $98.9K 0.01% -317 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,201 shares; 2025Q1: 1,972 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares 1,972 $98.6K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,183 shares; 2025Q1: 1,071 shares; 2025Q2: 1,026 shares; 2025Q3: 1,020 shares 1,020 $98.4K 0.01% -6 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,773 shares; 2025Q1: 4,123 shares; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares 2,248 $97.8K 0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 3,149 shares; 2025Q3: 3,027 shares 3,027 $97.5K 0.01% -122 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 275 shares; 2025Q1: 284 shares; 2025Q2: 278 shares; 2025Q3: 300 shares 300 $97.1K 0.01% +22 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,617 shares; 2025Q1: 10,617 shares; 2025Q2: 10,617 shares; 2025Q3: 9,259 shares 9,259 $97K 0.01% -1,358 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,102 shares 5,102 $96.5K 0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 12 shares 12 $96.4K 0.01% +8 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,510 shares; 2025Q1: 1,500 shares; 2025Q2: 1,531 shares; 2025Q3: 1,562 shares 1,562 $96.1K 0.01% +31 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,293 shares; 2025Q1: 3,315 shares; 2025Q2: 3,337 shares; 2025Q3: 3,079 shares 3,079 $95.9K 0.01% -258 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,632 shares; 2025Q1: 3,797 shares; 2025Q2: 3,870 shares; 2025Q3: 3,892 shares 3,892 $95.6K 0.01% +22 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 3,334 shares 3,334 $95.6K 0.01% +890 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,527 shares; 2025Q1: 5,537 shares; 2025Q2: 2,107 shares; 2025Q3: 2,132 shares 2,132 $95K 0.01% +25 Timeline DCMT DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,524 shares; 2025Q3: 3,483 shares 3,483 $94.1K 0.01% -41 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 1,978 shares; 2025Q2: 2,220 shares; 2025Q3: 2,241 shares 2,241 $93.7K 0.01% +21 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,441 shares; 2025Q1: 9,601 shares; 2025Q2: 8,217 shares; 2025Q3: 6,270 shares 6,270 $93.6K 0.01% -1,947 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 530 shares; 2025Q3: 520 shares 520 $92.9K 0.01% -10 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 62 shares 62 $92.8K 0.01% -1 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 1,137 shares; 2025Q2: 656 shares; 2025Q3: 827 shares 827 $92.7K 0.01% +171 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 527 shares; 2025Q2: 207 shares; 2025Q3: 517 shares 517 $92.4K 0.01% +310 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 255 shares; 2025Q2: 236 shares; 2025Q3: 236 shares 236 $92.1K 0.01% 0 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares 4,250 $92K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395 shares; 2025Q1: 399 shares; 2025Q2: 421 shares; 2025Q3: 411 shares 411 $91.6K 0.01% -10 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 190 shares; 2025Q1: 368 shares; 2025Q2: 585 shares; 2025Q3: 620 shares 620 $91.3K 0.01% +35 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,438 shares; 2025Q1: 2,526 shares; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares 2,571 $91.2K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,870 shares 2,870 $90.4K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 566 shares; 2025Q1: 570 shares; 2025Q2: 764 shares; 2025Q3: 919 shares 919 $90.4K 0.01% +155 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,411 shares; 2025Q1: 44,708 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares 3,175 $90.1K 0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517 shares; 2025Q1: 501 shares; 2025Q2: 1,057 shares; 2025Q3: 1,056 shares 1,056 $89.7K 0.01% -1 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $89.6K 0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,095 shares; 2025Q2: 745 shares; 2025Q3: 745 shares 745 $89.4K 0.01% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares 691 $89.3K 0.01% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 542 shares; 2025Q2: 536 shares; 2025Q3: 536 shares 536 $89K 0.01% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 536 shares; 2025Q2: 2,315 shares; 2025Q3: 2,326 shares 2,326 $88.1K <0.01% +11 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,779 shares; 2025Q1: 1,679 shares; 2025Q2: 1,673 shares; 2025Q3: 1,181 shares 1,181 $88K <0.01% -492 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309 shares; 2025Q1: 315 shares; 2025Q2: 322 shares; 2025Q3: 322 shares 322 $87.6K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 383 shares; 2025Q1: 386 shares; 2025Q2: 487 shares; 2025Q3: 487 shares 487 $87.1K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,967 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares; 2025Q3: 1,479 shares 1,479 $86.8K <0.01% -1,474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 448 shares; 2025Q2: 455 shares; 2025Q3: 455 shares 455 $86.6K <0.01% 0 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693 shares; 2025Q1: 835 shares; 2025Q2: 975 shares; 2025Q3: 1,102 shares 1,102 $86.5K <0.01% +127 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,349 shares; 2025Q1: 4,056 shares; 2025Q2: 4,371 shares; 2025Q3: 4,012 shares 4,012 $86.4K <0.01% -359 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,464 shares; 2025Q1: 1,467 shares; 2025Q2: 1,470 shares; 2025Q3: 1,473 shares 1,473 $86.3K <0.01% +3 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 338 shares; 2025Q2: 704 shares; 2025Q3: 1,014 shares 1,014 $86.1K <0.01% +310 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 669 shares; 2025Q1: 1,238 shares; 2025Q2: 1,242 shares; 2025Q3: 1,247 shares 1,247 $85.8K <0.01% +5 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 4,800 shares 4,800 $85.6K <0.01% +4,000 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares 950 $85.3K <0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,827 shares; 2025Q1: 2,834 shares; 2025Q2: 2,838 shares; 2025Q3: 2,480 shares 2,480 $85.2K <0.01% -358 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 1,212 shares 1,212 $85.2K <0.01% -997 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,995 shares 1,995 $85K <0.01% +800 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,469 shares; 2025Q1: 2,219 shares; 2025Q2: 2,819 shares; 2025Q3: 2,069 shares 2,069 $85K <0.01% -750 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,945 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares 1,945 $84.9K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 1,461 shares; 2025Q3: 2,141 shares 2,141 $84.8K <0.01% +680 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,051 shares; 2025Q1: 856 shares; 2025Q2: 931 shares; 2025Q3: 935 shares 935 $84.6K <0.01% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: 175 shares; 2025Q2: 178 shares; 2025Q3: 169 shares 169 $84.3K <0.01% -9 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 742 shares; 2025Q2: 1,363 shares; 2025Q3: 2,025 shares 2,025 $83.8K <0.01% +662 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,733 shares; 2025Q1: 7,443 shares; 2025Q2: 8,334 shares; 2025Q3: 8,334 shares 8,334 $83.4K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,112 shares; 2025Q1: 2,630 shares; 2025Q2: 1,925 shares; 2025Q3: 1,823 shares 1,823 $83.3K <0.01% -102 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares 2,680 $83.3K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 59 shares; 2025Q3: 1,037 shares 1,037 $82.9K <0.01% +978 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: 2,527 shares; 2025Q3: 3,731 shares 3,731 $82.7K <0.01% +1,204 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,070 shares; 2025Q1: 376 shares; 2025Q2: 2,179 shares; 2025Q3: 1,514 shares 1,514 $82.4K <0.01% -665 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,659 shares; 2025Q1: 1,007 shares; 2025Q2: 868 shares; 2025Q3: 1,014 shares 1,014 $82.2K <0.01% +146 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 407 shares 407 $81.6K <0.01% +15 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 756 shares; 2025Q1: 878 shares; 2025Q2: 727 shares; 2025Q3: 711 shares 711 $81.5K <0.01% -16 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302 shares; 2025Q1: 319 shares; 2025Q2: 330 shares; 2025Q3: 282 shares 282 $81.4K <0.01% -48 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 975 shares; 2025Q2: 977 shares; 2025Q3: 980 shares 980 $81.4K <0.01% +3 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 409 shares; 2025Q1: 512 shares; 2025Q2: 409 shares; 2025Q3: 414 shares 414 $80.9K <0.01% +5 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 837 shares; 2025Q2: 802 shares; 2025Q3: 602 shares 602 $80.7K <0.01% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,884 shares; 2025Q1: 13,286 shares; 2025Q2: 13,470 shares; 2025Q3: 894 shares 894 $80.2K <0.01% -12,576 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares 2,602 $80.1K <0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 316 shares 316 $80K <0.01% +314 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,061 shares; 2025Q1: 4,061 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares 4,061 $80K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: 140 shares; 2025Q2: 515 shares; 2025Q3: 650 shares 650 $79.4K <0.01% +135 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,633 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares 1,636 $79K <0.01% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,942 shares; 2025Q3: 1,628 shares 1,628 $78.8K <0.01% -314 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: 590 shares; 2025Q2: 1,340 shares; 2025Q3: 1,388 shares 1,388 $78.7K <0.01% +48 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 621 shares; 2025Q1: 628 shares; 2025Q2: 612 shares; 2025Q3: 612 shares 612 $78.5K <0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,463 shares; 2025Q1: 1,470 shares; 2025Q2: 1,480 shares; 2025Q3: 1,489 shares 1,489 $78.2K <0.01% +9 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares 480 $78K <0.01% 0 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $77.8K <0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 1,648 shares; 2025Q3: 1,629 shares 1,629 $77.8K <0.01% -19 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 320 shares 320 $77.7K <0.01% +308 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 749 shares; 2025Q1: 488 shares; 2025Q2: 351 shares; 2025Q3: 341 shares 341 $77.7K <0.01% -10 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,057 shares; 2025Q1: 908 shares; 2025Q2: 1,008 shares; 2025Q3: 1,216 shares 1,216 $77.6K <0.01% +208 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,150 shares; 2025Q1: 6,650 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares 6,650 $77.1K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142 shares; 2025Q1: 595 shares; 2025Q2: 574 shares; 2025Q3: 559 shares 559 $76.9K <0.01% -15 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 699 shares; 2025Q2: 966 shares; 2025Q3: 3,114 shares 3,114 $76.6K <0.01% +2,148 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,474 shares; 2025Q1: 3,474 shares; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares 3,488 $76.6K <0.01% 0 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,341 shares; 2025Q2: 616 shares; 2025Q3: 618 shares 618 $76.4K <0.01% +2 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,892 shares; 2025Q1: 3,892 shares; 2025Q2: 3,892 shares; 2025Q3: 3,892 shares 3,892 $76.1K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 806 shares; 2025Q3: 1,134 shares 1,134 $76.1K <0.01% +328 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,084 shares; 2025Q1: 2,084 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares 1,848 $76K <0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 2,213 shares 2,213 $75.6K <0.01% +1,318 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 538 shares; 2025Q1: 522 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $75.6K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,355 shares; 2025Q1: 1,824 shares; 2025Q2: 1,171 shares; 2025Q3: 1,118 shares 1,118 $75.5K <0.01% -53 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 3,392 shares; 2025Q3: 5,129 shares 5,129 $75.4K <0.01% +1,737 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,093 shares; 2025Q2: 3,905 shares; 2025Q3: 5,962 shares 5,962 $75.1K <0.01% +2,057 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 227 shares; 2025Q2: 228 shares; 2025Q3: 228 shares 228 $75K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 9 shares; 2025Q2: 228 shares; 2025Q3: 382 shares 382 $75K <0.01% +154 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,657 shares 1,657 $74.9K <0.01% -66 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 255 shares; 2025Q2: 252 shares; 2025Q3: 215 shares 215 $74.5K <0.01% -37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 374 shares; 2025Q2: 377 shares; 2025Q3: 377 shares 377 $74.5K <0.01% 0 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,481 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares 1,786 $74.4K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,170 shares; 2025Q1: 1,167 shares; 2025Q2: 1,174 shares; 2025Q3: 1,237 shares 1,237 $73.9K <0.01% +63 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,406 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares 724 $73.6K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 831 shares; 2025Q1: 936 shares; 2025Q2: 1,036 shares; 2025Q3: 1,036 shares 1,036 $73.5K <0.01% 0 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,825 shares; 2025Q3: 5,175 shares 5,175 $73.4K <0.01% +3,350 Timeline GNR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 1,071 shares; 2025Q2: 1,244 shares; 2025Q3: 1,225 shares 1,225 $72.5K <0.01% -19 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,897 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,007 shares 3,007 $72K <0.01% -528 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 722 shares; 2025Q2: 795 shares; 2025Q3: 424 shares 424 $71.9K <0.01% -371 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $71.8K <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: 1,551 shares; 2025Q2: 1,516 shares; 2025Q3: 1,655 shares 1,655 $71.7K <0.01% +139 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,393 shares; 2025Q1: 1,577 shares; 2025Q2: 1,577 shares; 2025Q3: 1,577 shares 1,577 $71.6K <0.01% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares 1,685 $71.6K <0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares 184 $71.3K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 590 shares; 2025Q1: 363 shares; 2025Q2: 263 shares; 2025Q3: 263 shares 263 $71.3K <0.01% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $71.3K <0.01% 0 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 890 shares; 2025Q3: 1,075 shares 1,075 $71.2K <0.01% +185 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,505 shares; 2025Q1: 1,585 shares; 2025Q2: 1,835 shares; 2025Q3: 2,160 shares 2,160 $71K <0.01% +325 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,268 shares; 2025Q1: 2,105 shares; 2025Q2: 1,602 shares; 2025Q3: 1,436 shares 1,436 $71K <0.01% -166 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $70.6K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,349 shares; 2025Q1: 1,080 shares; 2025Q2: 1,650 shares; 2025Q3: 1,487 shares 1,487 $70.2K <0.01% -163 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares 673 $70.1K <0.01% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,500 shares 1,500 $69.6K <0.01% -100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 143 shares; 2025Q1: 157 shares; 2025Q2: 143 shares; 2025Q3: 143 shares 143 $69.1K <0.01% 0 MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 779 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares 819 $68.9K <0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 935 shares; 2025Q3: 935 shares 935 $68.6K <0.01% 0 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,825 shares; 2025Q1: 6,408 shares; 2025Q2: 3,774 shares; 2025Q3: 4,898 shares 4,898 $68.4K <0.01% +1,124 UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,739 shares; 2025Q1: 1,229 shares; 2025Q2: 920 shares; 2025Q3: 818 shares 818 $68.3K <0.01% -102 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,651 shares; 2025Q1: 3,011 shares; 2025Q2: 3,489 shares; 2025Q3: 3,499 shares 3,499 $68.3K <0.01% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339 shares; 2025Q3: 341 shares 341 $68K <0.01% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 386 shares; 2025Q1: 551 shares; 2025Q2: 594 shares; 2025Q3: 544 shares 544 $67.7K <0.01% -50 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,138 shares; 2025Q1: 1,264 shares; 2025Q2: 1,200 shares; 2025Q3: 1,234 shares 1,234 $67.4K <0.01% +34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,390 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,409 shares 3,409 $66.7K <0.01% +37 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 167 shares; 2025Q2: 188 shares; 2025Q3: 187 shares 187 $66.7K <0.01% -1 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,621 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares 1,621 $66.7K <0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,055 shares; 2025Q2: 5,973 shares; 2025Q3: 10,077 shares 10,077 $66.6K <0.01% +4,104 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares 1,378 $66.5K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 192 shares; 2025Q2: 186 shares; 2025Q3: 503 shares 503 $66.5K <0.01% +317 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 504 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares 747 $66.5K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 394 shares; 2025Q1: 589 shares; 2025Q2: 593 shares; 2025Q3: 595 shares 595 $66.3K <0.01% +2 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 784 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares 2,331 $66.1K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,858 shares 1,858 $65.8K <0.01% +58 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234 shares; 2025Q1: 235 shares; 2025Q2: 234 shares; 2025Q3: 234 shares 234 $65.7K <0.01% 0 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 1,703 shares; 2025Q3: 1,107 shares 1,107 $65.7K <0.01% -596 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,752 shares; 2025Q3: 1,757 shares 1,757 $65.6K <0.01% +5 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 110 shares; 2025Q3: 110 shares 110 $65.6K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 745 shares; 2025Q3: 745 shares 745 $65.5K <0.01% 0 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $64.8K <0.01% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,019 shares; 2025Q1: 2,019 shares; 2025Q2: 2,044 shares; 2025Q3: 2,056 shares 2,056 $64.5K <0.01% +12 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares 1,590 $64.4K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,038 shares; 2025Q1: 2,043 shares; 2025Q2: 1,799 shares; 2025Q3: 1,832 shares 1,832 $64.2K <0.01% +33 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $64.2K <0.01% 0 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,434 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares 1,650 $64.2K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,528 shares; 2025Q1: 4,311 shares; 2025Q2: 1,441 shares; 2025Q3: 1,448 shares 1,448 $64.2K <0.01% +7 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459 shares; 2025Q1: 619 shares; 2025Q2: 746 shares; 2025Q3: 764 shares 764 $64.1K <0.01% +18 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 618 shares; 2025Q1: 898 shares; 2025Q2: 1,173 shares; 2025Q3: 1,225 shares 1,225 $64K <0.01% +52 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,755 shares; 2025Q3: 2,205 shares 2,205 $63.4K <0.01% -550 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 741 shares; 2025Q2: 466 shares; 2025Q3: 435 shares 435 $63.4K <0.01% -31 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares 1,765 $63.1K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 383 shares; 2025Q2: 389 shares; 2025Q3: 399 shares 399 $63.1K <0.01% +10 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,778 shares; 2025Q1: 1,536 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares 1,887 $63.1K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 3,215 shares; 2025Q3: 1,895 shares 1,895 $63K <0.01% -1,320 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,250 shares; 2025Q1: 4,800 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares 5,400 $62.7K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 2,660 shares; 2025Q2: 2,159 shares; 2025Q3: 2,451 shares 2,451 $61.6K <0.01% +292 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $61.4K <0.01% 0 Timeline EQWL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares 535 $61.4K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: 967 shares; 2025Q2: 927 shares; 2025Q3: 641 shares 641 $61.2K <0.01% -286 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 274 shares; 2025Q2: 335 shares; 2025Q3: 322 shares 322 $61.1K <0.01% -13 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 16 shares; 2025Q2: 80 shares; 2025Q3: 85 shares 85 $61K <0.01% +5 Timeline TDVG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,822 shares; 2025Q1: 2,830 shares; 2025Q2: 1,376 shares; 2025Q3: 1,379 shares 1,379 $60.6K <0.01% +3 Timeline PBP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares 2,715 $60.1K <0.01% 0 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,353 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares 1,275 $60K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 718 shares; 2025Q1: 1,545 shares; 2025Q2: 707 shares; 2025Q3: 718 shares 718 $59.9K <0.01% +11 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,035 shares; 2025Q1: 1,011 shares; 2025Q2: 1,071 shares; 2025Q3: 1,084 shares 1,084 $59.5K <0.01% +13 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 978 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $59.3K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,090 shares; 2025Q1: 3,792 shares; 2025Q2: 4,012 shares; 2025Q3: 4,024 shares 4,024 $59.1K <0.01% +12 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $58.8K <0.01% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 4,200 shares; 2025Q3: 3,650 shares 3,650 $58.7K <0.01% -550 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares 1,643 $58.6K <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 185 shares; 2025Q1: 176 shares; 2025Q2: 261 shares; 2025Q3: 1,059 shares 1,059 $58.5K <0.01% +798 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: not reported; 2025Q3: 1,620 shares 1,620 $58.5K <0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,665 shares; 2025Q1: 1,711 shares; 2025Q2: 2,404 shares; 2025Q3: 2,355 shares 2,355 $58.4K <0.01% -49 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 564 shares; 2025Q3: 564 shares 564 $58.2K <0.01% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares 365 $58.1K <0.01% 0 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares 1,003 $57.3K <0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,268 shares; 2025Q1: 2,326 shares; 2025Q2: 2,202 shares; 2025Q3: 2,210 shares 2,210 $57.3K <0.01% +8 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 304 shares; 2025Q1: 352 shares; 2025Q2: 28 shares; 2025Q3: 1,013 shares 1,013 $57.2K <0.01% +985 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 16 shares; 2025Q2: 65 shares; 2025Q3: 62 shares 62 $57.1K <0.01% -3 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 404 shares; 2025Q1: 401 shares; 2025Q2: 400 shares; 2025Q3: 405 shares 405 $56.6K <0.01% +5 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,301 shares; 2025Q1: 2,326 shares; 2025Q2: 2,332 shares; 2025Q3: 2,336 shares 2,336 $56.4K <0.01% +4 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 201 shares 201 $56.2K <0.01% -20 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 234 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $55.9K <0.01% 0 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,090 shares; 2025Q3: 990 shares 990 $55.4K <0.01% -100 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,063 shares; 2025Q1: 1,071 shares; 2025Q2: 1,647 shares; 2025Q3: 1,658 shares 1,658 $55.3K <0.01% +11 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 419 shares; 2025Q2: 418 shares; 2025Q3: 418 shares 418 $55.3K <0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70 shares; 2025Q1: 338 shares; 2025Q2: 752 shares; 2025Q3: 673 shares 673 $55.2K <0.01% -79 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,924 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares 2,924 $55K <0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 129 shares 129 $54.9K <0.01% +103 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 702 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $54.8K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,221 shares; 2025Q1: 6,055 shares; 2025Q2: 6,082 shares; 2025Q3: 6,097 shares 6,097 $54.7K <0.01% +15 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 930 shares; 2025Q3: 4,515 shares 4,515 $54.6K <0.01% +3,585 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,864 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares 1,570 $54.4K <0.01% 0 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares 825 $54.1K <0.01% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 917 shares 917 $53.7K <0.01% +34 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 802 shares; 2025Q1: 859 shares; 2025Q2: 804 shares; 2025Q3: 805 shares 805 $53.5K <0.01% +1 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,858 shares; 2025Q1: 1,869 shares; 2025Q2: 1,892 shares; 2025Q3: 1,909 shares 1,909 $53.4K <0.01% +17 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 650 shares 650 $53.3K <0.01% +100 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: 386 shares; 2025Q2: 318 shares; 2025Q3: 318 shares 318 $53.3K <0.01% 0 Timeline EKG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,238 shares; 2025Q3: 3,051 shares 3,051 $53.1K <0.01% -4,187 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares 1,300 $52.9K <0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 784 shares; 2025Q1: 791 shares; 2025Q2: 803 shares; 2025Q3: 1,189 shares 1,189 $52.9K <0.01% +386 Timeline