TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,110 shares; 2025Q1: 2,648 shares; 2025Q2: 3,238 shares; 2025Q3: 4,597 shares 4,597 $1.94M 0.01% +1,359 Timeline VSGX 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: 11,121 shares; 2024Q4: 12,362 shares; 2025Q1: 31,128 shares; 2025Q2: 29,295 shares; 2025Q3: 27,871 shares 27,871 $1.93M 0.01% -1,424 Timeline UJUL 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: 53,323 shares; 2024Q4: 53,128 shares; 2025Q1: 51,267 shares; 2025Q2: 50,551 shares; 2025Q3: 50,685 shares 50,685 $1.93M 0.01% +134 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,003 shares; 2024Q4: 21,229 shares; 2025Q1: 21,538 shares; 2025Q2: 28,616 shares; 2025Q3: 31,423 shares 31,423 $1.92M 0.01% +2,807 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,563 shares; 2024Q4: 103,760 shares; 2025Q1: 99,846 shares; 2025Q2: 91,485 shares; 2025Q3: 82,048 shares 82,048 $1.92M 0.01% -9,437 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: 12,050 shares; 2024Q4: 11,285 shares; 2025Q1: 31,950 shares; 2025Q2: 31,972 shares; 2025Q3: 31,919 shares 31,919 $1.92M 0.01% -53 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,173 shares; 2024Q4: 28,597 shares; 2025Q1: 28,171 shares; 2025Q2: 25,316 shares; 2025Q3: 22,200 shares 22,200 $1.92M 0.01% -3,116 Timeline ESGU 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: 13,907 shares; 2024Q4: 14,506 shares; 2025Q1: 14,282 shares; 2025Q2: 13,222 shares; 2025Q3: 13,111 shares 13,111 $1.91M 0.01% -111 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,548 shares; 2025Q1: 4,468 shares; 2025Q2: 4,524 shares; 2025Q3: 3,857 shares 3,857 $1.89M 0.01% -667 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: 23,267 shares; 2024Q4: 14,772 shares; 2025Q1: 13,321 shares; 2025Q2: 16,894 shares; 2025Q3: 15,806 shares 15,806 $1.89M 0.01% -1,088 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: 1,327 shares; 2024Q4: 1,959 shares; 2025Q1: 2,934 shares; 2025Q2: 7,318 shares; 2025Q3: 9,471 shares 9,471 $1.86M 0.01% +2,153 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: 50,869 shares; 2024Q4: 52,037 shares; 2025Q1: 51,919 shares; 2025Q2: 52,064 shares; 2025Q3: 51,855 shares 51,855 $1.84M 0.01% -209 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,580 shares; 2024Q4: 22,719 shares; 2025Q1: 45,640 shares; 2025Q2: 69,507 shares; 2025Q3: 69,692 shares 69,692 $1.81M 0.01% +185 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: not reported; 2024Q4: 88,129 shares; 2025Q1: 88,023 shares; 2025Q2: 87,323 shares; 2025Q3: 88,167 shares 88,167 $1.81M 0.01% +844 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 19,661 shares; 2025Q1: 19,477 shares; 2025Q2: 15,382 shares; 2025Q3: 17,946 shares 17,946 $1.81M 0.01% +2,564 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,437 shares; 2024Q4: 170,106 shares; 2025Q1: 155,224 shares; 2025Q2: 155,519 shares; 2025Q3: 156,382 shares 156,382 $1.8M 0.01% +863 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,443 shares; 2025Q1: 1,545 shares; 2025Q2: 3,493 shares; 2025Q3: 3,928 shares 3,928 $1.8M 0.01% +435 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: 11,922 shares; 2024Q4: 15,150 shares; 2025Q1: 14,140 shares; 2025Q2: 14,568 shares; 2025Q3: 14,396 shares 14,396 $1.79M 0.01% -172 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,361 shares; 2024Q4: 19,581 shares; 2025Q1: 18,029 shares; 2025Q2: 23,748 shares; 2025Q3: 21,809 shares 21,809 $1.79M 0.01% -1,939 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: 4,539 shares; 2024Q4: 6,358 shares; 2025Q1: 6,079 shares; 2025Q2: 6,189 shares; 2025Q3: 6,596 shares 6,596 $1.79M 0.01% +407 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 4,290 shares; 2025Q1: 4,246 shares; 2025Q2: 5,925 shares; 2025Q3: 5,979 shares 5,979 $1.78M 0.01% +54 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: 45,261 shares; 2024Q4: 44,754 shares; 2025Q1: 42,327 shares; 2025Q2: 31,154 shares; 2025Q3: 29,581 shares 29,581 $1.78M 0.01% -1,573 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 10,919 shares; 2025Q1: 15,678 shares; 2025Q2: 17,090 shares; 2025Q3: 16,967 shares 16,967 $1.76M 0.01% -123 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,190 shares; 2024Q4: 35,804 shares; 2025Q1: 33,597 shares; 2025Q2: 30,985 shares; 2025Q3: 29,740 shares 29,740 $1.76M 0.01% -1,245 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: 36,421 shares; 2024Q4: 22,092 shares; 2025Q1: 17,493 shares; 2025Q2: 15,674 shares; 2025Q3: 15,812 shares 15,812 $1.76M 0.01% +138 Timeline HYDW 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: 9,085 shares; 2024Q4: 9,821 shares; 2025Q1: 41,679 shares; 2025Q2: 37,019 shares; 2025Q3: 37,033 shares 37,033 $1.75M 0.01% +14 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 4,717 shares; 2025Q1: 4,776 shares; 2025Q2: 5,032 shares; 2025Q3: 5,034 shares 5,034 $1.74M 0.01% +2 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: 4,112 shares; 2024Q4: 14,928 shares; 2025Q1: 19,398 shares; 2025Q2: 56,767 shares; 2025Q3: 41,438 shares 41,438 $1.74M 0.01% -15,329 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: 5,101 shares; 2024Q4: 7,716 shares; 2025Q1: 22,558 shares; 2025Q2: 24,279 shares; 2025Q3: 50,501 shares 50,501 $1.74M 0.01% +26,222 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,874 shares; 2024Q4: 67,366 shares; 2025Q1: 69,515 shares; 2025Q2: 65,977 shares; 2025Q3: 72,669 shares 72,669 $1.73M 0.01% +6,692 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 97 shares; 2025Q1: 98 shares; 2025Q2: 178 shares; 2025Q3: 401 shares 401 $1.72M 0.01% +223 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 6,910 shares; 2025Q1: 5,914 shares; 2025Q2: 7,172 shares; 2025Q3: 6,988 shares 6,988 $1.72M 0.01% -184 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 287 shares; 2025Q1: 322 shares; 2025Q2: 15,553 shares; 2025Q3: 15,277 shares 15,277 $1.7M 0.01% -276 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 204 shares; 2025Q1: 208 shares; 2025Q2: 1,759 shares; 2025Q3: 2,138 shares 2,138 $1.67M 0.01% +379 Timeline SMH 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: 892 shares; 2024Q4: 1,250 shares; 2025Q1: 1,223 shares; 2025Q2: 3,284 shares; 2025Q3: 5,126 shares 5,126 $1.67M 0.01% +1,842 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,951 shares; 2025Q1: 32,920 shares; 2025Q2: 35,649 shares; 2025Q3: 34,891 shares 34,891 $1.67M 0.01% -758 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: 5,508 shares; 2024Q4: 5,837 shares; 2025Q1: 5,933 shares; 2025Q2: 18,732 shares; 2025Q3: 19,871 shares 19,871 $1.67M 0.01% +1,139 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: 566 shares; 2024Q4: 556 shares; 2025Q1: 636 shares; 2025Q2: 15,261 shares; 2025Q3: 15,480 shares 15,480 $1.67M 0.01% +219 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 631 shares; 2025Q1: 638 shares; 2025Q2: 5,631 shares; 2025Q3: 5,779 shares 5,779 $1.66M 0.01% +148 Timeline IMAR 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: not reported; 2024Q4: not reported; 2025Q1: 2,975 shares; 2025Q2: 594,742 shares; 2025Q3: 57,091 shares 57,091 $1.65M 0.01% -537,651 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: 42,257 shares; 2024Q4: 37,314 shares; 2025Q1: 35,271 shares; 2025Q2: 33,928 shares; 2025Q3: 31,872 shares 31,872 $1.63M 0.01% -2,056 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 17 shares; 2025Q1: 20 shares; 2025Q2: 3,534 shares; 2025Q3: 3,548 shares 3,548 $1.63M 0.01% +14 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,707 shares; 2024Q4: 51,613 shares; 2025Q1: 47,218 shares; 2025Q2: 44,614 shares; 2025Q3: 43,872 shares 43,872 $1.61M 0.01% -742 Timeline VYMI 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: 11,872 shares; 2024Q4: 15,809 shares; 2025Q1: 21,888 shares; 2025Q2: 18,798 shares; 2025Q3: 18,952 shares 18,952 $1.6M 0.01% +154 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,571 shares; 2024Q4: 77,286 shares; 2025Q1: 75,970 shares; 2025Q2: 73,565 shares; 2025Q3: 49,943 shares 49,943 $1.59M 0.01% -23,622 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,916 shares; 2024Q4: 4,972 shares; 2025Q1: 5,021 shares; 2025Q2: 11,012 shares; 2025Q3: 11,386 shares 11,386 $1.59M 0.01% +374 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 17,587 shares; 2025Q1: 13,544 shares; 2025Q2: 13,373 shares; 2025Q3: 13,681 shares 13,681 $1.57M 0.01% +308 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: 6,200 shares; 2024Q4: 61,571 shares; 2025Q1: 50,488 shares; 2025Q2: 32,409 shares; 2025Q3: 17,334 shares 17,334 $1.55M 0.01% -15,075 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 6,675 shares; 2025Q1: 5,720 shares; 2025Q2: 6,530 shares; 2025Q3: 6,439 shares 6,439 $1.54M 0.01% -91 Timeline AOR 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: 28,619 shares; 2024Q4: 27,315 shares; 2025Q1: 25,968 shares; 2025Q2: 24,087 shares; 2025Q3: 23,788 shares 23,788 $1.53M 0.01% -299 Timeline 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: 2,839 shares; 2024Q4: 7,617 shares; 2025Q1: 7,617 shares; 2025Q2: 10,543 shares; 2025Q3: 10,762 shares 10,762 $1.52M 0.01% +219 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 9,292 shares; 2025Q1: 9,294 shares; 2025Q2: 9,298 shares; 2025Q3: 9,382 shares 9,382 $1.51M 0.01% +84 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: 9,395 shares; 2024Q4: 10,777 shares; 2025Q1: 10,221 shares; 2025Q2: 11,760 shares; 2025Q3: 11,884 shares 11,884 $1.51M 0.01% +124 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 4,603 shares; 2025Q1: 4,814 shares; 2025Q2: 69,842 shares; 2025Q3: 77,554 shares 77,554 $1.49M 0.01% +7,712 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: 4,286 shares; 2024Q4: 6,647 shares; 2025Q1: 6,586 shares; 2025Q2: 7,325 shares; 2025Q3: 11,389 shares 11,389 $1.46M 0.01% +4,064 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: 1,479 shares; 2024Q4: 1,561 shares; 2025Q1: 1,576 shares; 2025Q2: 5,456 shares; 2025Q3: 8,510 shares 8,510 $1.44M 0.01% +3,054 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: 2,740 shares; 2024Q4: 4,629 shares; 2025Q1: 4,590 shares; 2025Q2: 5,115 shares; 2025Q3: 5,529 shares 5,529 $1.44M 0.01% +414 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,629 shares; 2024Q4: 97,219 shares; 2025Q1: 89,908 shares; 2025Q2: 70,040 shares; 2025Q3: 63,070 shares 63,070 $1.43M 0.01% -6,970 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,437 shares; 2024Q4: 29,033 shares; 2025Q1: 28,750 shares; 2025Q2: 28,978 shares; 2025Q3: 31,750 shares 31,750 $1.43M 0.01% +2,772 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 762 shares; 2025Q1: 1,169 shares; 2025Q2: 2,014 shares; 2025Q3: 6,987 shares 6,987 $1.41M 0.01% +4,973 Timeline BYLD 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: 86,152 shares; 2024Q4: 82,482 shares; 2025Q1: 60,182 shares; 2025Q2: 60,174 shares; 2025Q3: 61,372 shares 61,372 $1.41M 0.01% +1,198 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 4,441 shares; 2025Q1: 3,965 shares; 2025Q2: 21,061 shares; 2025Q3: 27,749 shares 27,749 $1.4M 0.01% +6,688 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,314 shares; 2024Q4: 43,276 shares; 2025Q1: 42,063 shares; 2025Q2: 43,231 shares; 2025Q3: 51,239 shares 51,239 $1.4M 0.01% +8,008 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: 2,396 shares; 2024Q4: 4,928 shares; 2025Q1: 4,934 shares; 2025Q2: 4,934 shares; 2025Q3: 5,887 shares 5,887 $1.39M 0.01% +953 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 3,718 shares; 2025Q1: 3,119 shares; 2025Q2: 4,949 shares; 2025Q3: 5,087 shares 5,087 $1.39M 0.01% +138 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,113 shares; 2024Q4: 15,585 shares; 2025Q1: 16,448 shares; 2025Q2: 40,485 shares; 2025Q3: 40,544 shares 40,544 $1.38M 0.01% +59 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: 5,051 shares; 2024Q4: 10,671 shares; 2025Q1: 29,986 shares; 2025Q2: 28,333 shares; 2025Q3: 29,169 shares 29,169 $1.38M 0.01% +836 Timeline SSO 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: 1,237 shares; 2024Q4: 1,189 shares; 2025Q1: 1,228 shares; 2025Q2: 12,227 shares; 2025Q3: 12,270 shares 12,270 $1.38M 0.01% +43 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 12,927 shares; 2025Q1: 51,783 shares; 2025Q2: 56,896 shares; 2025Q3: 59,698 shares 59,698 $1.37M 0.01% +2,802 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 6,912 shares; 2025Q1: 7,107 shares; 2025Q2: 64,674 shares; 2025Q3: 66,701 shares 66,701 $1.36M 0.01% +2,027 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: 3,643 shares; 2024Q4: 3,861 shares; 2025Q1: 4,037 shares; 2025Q2: 4,021 shares; 2025Q3: 4,192 shares 4,192 $1.36M 0.01% +171 Timeline XLY 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: 4,117 shares; 2024Q4: 4,429 shares; 2025Q1: 6,523 shares; 2025Q2: 4,940 shares; 2025Q3: 5,656 shares 5,656 $1.36M 0.01% +716 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: 34,810 shares; 2024Q4: 34,717 shares; 2025Q1: 34,364 shares; 2025Q2: 37,437 shares; 2025Q3: 34,329 shares 34,329 $1.35M 0.01% -3,108 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: 445 shares; 2024Q4: 483 shares; 2025Q1: 507 shares; 2025Q2: 3,743 shares; 2025Q3: 3,882 shares 3,882 $1.35M 0.01% +139 Timeline IWO 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: 3,559 shares; 2024Q4: 3,766 shares; 2025Q1: 3,748 shares; 2025Q2: 4,131 shares; 2025Q3: 4,167 shares 4,167 $1.33M 0.01% +36 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: 36,940 shares; 2024Q4: 43,620 shares; 2025Q1: 45,347 shares; 2025Q2: 51,355 shares; 2025Q3: 54,213 shares 54,213 $1.33M 0.01% +2,858 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 2,576 shares; 2025Q1: 2,586 shares; 2025Q2: 24,847 shares; 2025Q3: 26,352 shares 26,352 $1.32M 0.01% +1,505 Timeline IBTJ 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: 948 shares; 2024Q4: 9,474 shares; 2025Q1: 9,181 shares; 2025Q2: 59,919 shares; 2025Q3: 59,919 shares 59,919 $1.32M 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 4,372 shares; 2025Q1: 4,522 shares; 2025Q2: 4,701 shares; 2025Q3: 4,803 shares 4,803 $1.31M 0.01% +102 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: 5,337 shares; 2024Q4: 5,344 shares; 2025Q1: 4,545 shares; 2025Q2: 5,099 shares; 2025Q3: 6,621 shares 6,621 $1.31M 0.01% +1,522 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: 813 shares; 2024Q4: 16,690 shares; 2025Q1: 13,695 shares; 2025Q2: 10,708 shares; 2025Q3: 6,862 shares 6,862 $1.3M 0.01% -3,846 Timeline IGIB 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: 22,788 shares; 2024Q4: 23,697 shares; 2025Q1: 22,387 shares; 2025Q2: 22,852 shares; 2025Q3: 23,997 shares 23,997 $1.3M 0.01% +1,145 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,193 shares; 2024Q4: 11,956 shares; 2025Q1: 13,196 shares; 2025Q2: 15,242 shares; 2025Q3: 16,652 shares 16,652 $1.3M 0.01% +1,410 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: 5,652 shares; 2024Q4: 8,225 shares; 2025Q1: 8,402 shares; 2025Q2: 14,451 shares; 2025Q3: 14,209 shares 14,209 $1.29M 0.01% -242 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 14,363 shares; 2025Q1: 14,229 shares; 2025Q2: 14,590 shares; 2025Q3: 14,130 shares 14,130 $1.28M 0.01% -460 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 19,341 shares; 2025Q1: 26,455 shares; 2025Q2: 42,226 shares; 2025Q3: 37,136 shares 37,136 $1.28M 0.01% -5,090 Timeline MGC 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: 296 shares; 2024Q4: 1,288 shares; 2025Q1: 1,866 shares; 2025Q2: 5,813 shares; 2025Q3: 5,237 shares 5,237 $1.28M 0.01% -576 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,080 shares; 2024Q4: 8,101 shares; 2025Q1: 8,544 shares; 2025Q2: 9,440 shares; 2025Q3: 9,549 shares 9,549 $1.27M 0.01% +109 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 761 shares; 2025Q1: 873 shares; 2025Q2: 6,457 shares; 2025Q3: 6,572 shares 6,572 $1.27M 0.01% +115 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 3,597 shares; 2025Q1: 3,558 shares; 2025Q2: 7,065 shares; 2025Q3: 7,062 shares 7,062 $1.26M 0.01% -3 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,780 shares; 2025Q1: 7,016 shares; 2025Q2: 10,839 shares; 2025Q3: 13,041 shares 13,041 $1.26M 0.01% +2,202 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 123 shares; 2025Q1: 242 shares; 2025Q2: 43,565 shares; 2025Q3: 43,147 shares 43,147 $1.25M 0.01% -418 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: 5,335 shares; 2024Q4: 10,844 shares; 2025Q1: 11,693 shares; 2025Q2: 14,599 shares; 2025Q3: 15,022 shares 15,022 $1.25M 0.01% +423 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,676 shares; 2024Q4: 13,699 shares; 2025Q1: 15,313 shares; 2025Q2: 17,523 shares; 2025Q3: 18,441 shares 18,441 $1.25M 0.01% +918 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,951 shares; 2025Q1: 2,043 shares; 2025Q2: 2,472 shares; 2025Q3: 2,561 shares 2,561 $1.25M 0.01% +89 Timeline BSJQ 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: 28,634 shares; 2024Q4: 52,785 shares; 2025Q1: 52,787 shares; 2025Q2: 52,787 shares; 2025Q3: 52,987 shares 52,987 $1.24M 0.01% +200 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 12,768 shares; 2025Q1: 12,586 shares; 2025Q2: 15,850 shares; 2025Q3: 16,153 shares 16,153 $1.24M 0.01% +303 Timeline EWJ 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: 484 shares; 2024Q4: 484 shares; 2025Q1: 612 shares; 2025Q2: 15,831 shares; 2025Q3: 15,446 shares 15,446 $1.24M 0.01% -385 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 22 shares; 2025Q2: 7,343 shares; 2025Q3: 7,290 shares 7,290 $1.23M 0.01% -53 Timeline USRT 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: 20,887 shares; 2024Q4: 20,305 shares; 2025Q1: 20,313 shares; 2025Q2: 23,066 shares; 2025Q3: 20,948 shares 20,948 $1.23M 0.01% -2,118 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,841 shares; 2024Q4: 19,360 shares; 2025Q1: 21,934 shares; 2025Q2: 23,246 shares; 2025Q3: 24,383 shares 24,383 $1.23M 0.01% +1,137 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,735 shares; 2025Q1: 3,677 shares; 2025Q2: 3,772 shares; 2025Q3: 4,011 shares 4,011 $1.23M 0.01% +239 Timeline BALT 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: 12,142 shares; 2024Q4: 25,674 shares; 2025Q1: 25,705 shares; 2025Q2: 33,851 shares; 2025Q3: 37,058 shares 37,058 $1.22M 0.01% +3,207 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,686 shares; 2024Q4: 317,736 shares; 2025Q1: 246,086 shares; 2025Q2: 193,895 shares; 2025Q3: 124,147 shares 124,147 $1.22M 0.01% -69,748 Timeline NAPR 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: 95,705 shares; 2024Q4: 2,005 shares; 2025Q1: 210,803 shares; 2025Q2: 227,581 shares; 2025Q3: 22,982 shares 22,982 $1.21M 0.01% -204,599 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,616 shares; 2025Q1: 14,960 shares; 2025Q2: 19,938 shares; 2025Q3: 24,247 shares 24,247 $1.21M 0.01% +4,309 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: 1,335 shares; 2024Q4: 2,509 shares; 2025Q1: 2,457 shares; 2025Q2: 8,804 shares; 2025Q3: 9,031 shares 9,031 $1.19M 0.01% +227 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 2,980 shares; 2025Q1: 3,167 shares; 2025Q2: 8,853 shares; 2025Q3: 9,466 shares 9,466 $1.19M 0.01% +613 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: 1,577 shares; 2024Q4: 4,015 shares; 2025Q1: 4,036 shares; 2025Q2: 4,179 shares; 2025Q3: 2,735 shares 2,735 $1.19M 0.01% -1,444 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: 13,233 shares; 2024Q4: 18,555 shares; 2025Q1: 17,463 shares; 2025Q2: 20,949 shares; 2025Q3: 21,467 shares 21,467 $1.19M 0.01% +518 Timeline IQLT 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: 37,096 shares; 2024Q4: 29,243 shares; 2025Q1: 28,304 shares; 2025Q2: 29,434 shares; 2025Q3: 26,802 shares 26,802 $1.18M 0.01% -2,632 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,801 shares; 2024Q4: 22,834 shares; 2025Q1: 23,219 shares; 2025Q2: 25,479 shares; 2025Q3: 26,167 shares 26,167 $1.18M 0.01% +688 Timeline VCEB 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: 11,589 shares; 2024Q4: 14,206 shares; 2025Q1: 13,960 shares; 2025Q2: 18,189 shares; 2025Q3: 18,238 shares 18,238 $1.17M 0.01% +49 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: 68,197 shares; 2024Q4: 29,297 shares; 2025Q1: 26,812 shares; 2025Q2: 27,210 shares; 2025Q3: 32,765 shares 32,765 $1.17M 0.01% +5,555 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 9,105 shares; 2025Q1: 9,039 shares; 2025Q2: 13,956 shares; 2025Q3: 9,871 shares 9,871 $1.17M 0.01% -4,085 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 6,547 shares; 2025Q1: 6,615 shares; 2025Q2: 11,746 shares; 2025Q3: 12,139 shares 12,139 $1.16M 0.01% +393 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: 3,100 shares; 2024Q4: 7,122 shares; 2025Q1: 7,189 shares; 2025Q2: 8,152 shares; 2025Q3: 6,193 shares 6,193 $1.16M 0.01% -1,959 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,913 shares; 2025Q1: 6,303 shares; 2025Q2: 10,270 shares; 2025Q3: 10,530 shares 10,530 $1.16M 0.01% +260 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,722 shares; 2025Q1: 7,547 shares; 2025Q2: 6,620 shares; 2025Q3: 6,523 shares 6,523 $1.15M 0.01% -97 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 46,039 shares 46,039 $1.15M 0.01% +42,789 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 14,956 shares; 2025Q1: 21,734 shares; 2025Q2: 21,730 shares; 2025Q3: 21,731 shares 21,731 $1.15M 0.01% +1 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 57,294 shares; 2025Q3: 57,294 shares 57,294 $1.14M 0.01% 0 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: 7,298 shares; 2024Q4: 7,357 shares; 2025Q1: 7,305 shares; 2025Q2: 8,558 shares; 2025Q3: 8,429 shares 8,429 $1.14M 0.01% -129 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 1,396 shares; 2025Q1: 1,412 shares; 2025Q2: 36,681 shares; 2025Q3: 38,294 shares 38,294 $1.12M <0.01% +1,613 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 493 shares; 2025Q1: 502 shares; 2025Q2: 4,886 shares; 2025Q3: 5,126 shares 5,126 $1.12M <0.01% +240 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: 31,136 shares; 2024Q4: 17,566 shares; 2025Q1: 16,064 shares; 2025Q2: 16,410 shares; 2025Q3: 13,197 shares 13,197 $1.12M <0.01% -3,213 Timeline QLD 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: 1,038 shares; 2024Q4: 1,039 shares; 2025Q1: 1,137 shares; 2025Q2: 8,132 shares; 2025Q3: 8,133 shares 8,133 $1.12M <0.01% +1 Timeline THYF 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: not reported; 2024Q4: 20,197 shares; 2025Q1: 19,214 shares; 2025Q2: 19,314 shares; 2025Q3: 21,263 shares 21,263 $1.12M <0.01% +1,949 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 759 shares; 2025Q1: 762 shares; 2025Q2: 1,032 shares; 2025Q3: 1,165 shares 1,165 $1.11M <0.01% +133 Timeline HYDB 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: 3,270 shares; 2024Q4: 4,314 shares; 2025Q1: 22,632 shares; 2025Q2: 22,286 shares; 2025Q3: 23,235 shares 23,235 $1.11M <0.01% +949 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: 6,164 shares; 2024Q4: 4,803 shares; 2025Q1: 6,037 shares; 2025Q2: 12,090 shares; 2025Q3: 13,155 shares 13,155 $1.11M <0.01% +1,065 Timeline DFIP 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: 27,980 shares; 2024Q4: 25,786 shares; 2025Q1: 25,971 shares; 2025Q2: 26,199 shares; 2025Q3: 25,869 shares 25,869 $1.09M <0.01% -330 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: 9,629 shares; 2024Q4: 8,816 shares; 2025Q1: 10,054 shares; 2025Q2: 18,138 shares; 2025Q3: 17,069 shares 17,069 $1.09M <0.01% -1,069 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,206 shares; 2025Q1: 2,207 shares; 2025Q2: 118,283 shares; 2025Q3: 118,284 shares 118,284 $1.08M <0.01% +1 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 5,573 shares; 2025Q1: 5,015 shares; 2025Q2: 5,993 shares; 2025Q3: 5,993 shares 5,993 $1.07M <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,722 shares; 2024Q4: 7,750 shares; 2025Q1: 6,799 shares; 2025Q2: 7,527 shares; 2025Q3: 7,539 shares 7,539 $1.07M <0.01% +12 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307,370 shares; 2025Q1: 245,058 shares; 2025Q2: 163,010 shares; 2025Q3: 75,274 shares 75,274 $1.07M <0.01% -87,736 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 13,793 shares; 2025Q1: 13,793 shares; 2025Q2: 13,907 shares; 2025Q3: 13,913 shares 13,913 $1.07M <0.01% +6 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,741 shares; 2025Q1: 1,946 shares; 2025Q2: 3,462 shares; 2025Q3: 2,730 shares 2,730 $1.07M <0.01% -732 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 4,341 shares; 2025Q1: 4,389 shares; 2025Q2: 5,010 shares; 2025Q3: 4,993 shares 4,993 $1.07M <0.01% -17 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 376,896 shares; 2025Q1: 320,045 shares; 2025Q2: 244,560 shares; 2025Q3: 34,532 shares 34,532 $1.07M <0.01% -210,028 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,265 shares; 2025Q1: 2,413 shares; 2025Q2: 3,224 shares; 2025Q3: 3,157 shares 3,157 $1.07M <0.01% -67 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 925 shares; 2025Q1: 1,137 shares; 2025Q2: 5,838 shares; 2025Q3: 6,633 shares 6,633 $1.06M <0.01% +795 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 1,165 shares; 2025Q1: 1,065 shares; 2025Q2: 1,497 shares; 2025Q3: 1,680 shares 1,680 $1.06M <0.01% +183 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: 76 shares; 2024Q4: 2,318 shares; 2025Q1: 2,208 shares; 2025Q2: 5,069 shares; 2025Q3: 5,275 shares 5,275 $1.06M <0.01% +206 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 680 shares; 2025Q1: 1,002 shares; 2025Q2: 5,132 shares; 2025Q3: 3,524 shares 3,524 $1.06M <0.01% -1,608 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: 5,525 shares; 2024Q4: 19,273 shares; 2025Q1: 15,660 shares; 2025Q2: 15,729 shares; 2025Q3: 18,492 shares 18,492 $1.05M <0.01% +2,763 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: 2,416 shares; 2024Q4: 2,648 shares; 2025Q1: 5,723 shares; 2025Q2: 13,294 shares; 2025Q3: 17,653 shares 17,653 $1.05M <0.01% +4,359 Timeline MDYV 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: 14,848 shares; 2024Q4: 14,595 shares; 2025Q1: 13,844 shares; 2025Q2: 12,785 shares; 2025Q3: 12,598 shares 12,598 $1.05M <0.01% -187 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: 4,012 shares; 2024Q4: 3,897 shares; 2025Q1: 3,822 shares; 2025Q2: 4,653 shares; 2025Q3: 5,134 shares 5,134 $1.03M <0.01% +481 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,225 shares; 2025Q2: 2,376 shares; 2025Q3: 2,729 shares 2,729 $1.03M <0.01% +353 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 14,993 shares; 2025Q1: 12,231 shares; 2025Q2: 10,558 shares; 2025Q3: 9,596 shares 9,596 $1.03M <0.01% -962 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 8,812 shares; 2025Q1: 8,803 shares; 2025Q2: 8,676 shares; 2025Q3: 9,467 shares 9,467 $1.03M <0.01% +791 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 10,823 shares; 2025Q1: 8,344 shares; 2025Q2: 13,083 shares; 2025Q3: 16,860 shares 16,860 $1.03M <0.01% +3,777 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: 7,336 shares; 2024Q4: 12,469 shares; 2025Q1: 12,562 shares; 2025Q2: 22,865 shares; 2025Q3: 26,167 shares 26,167 $1.03M <0.01% +3,302 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: 1,801 shares; 2024Q4: 4,355 shares; 2025Q1: 9,009 shares; 2025Q2: 8,649 shares; 2025Q3: 8,644 shares 8,644 $1.02M <0.01% -5 Timeline VCR 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: 909 shares; 2024Q4: 1,355 shares; 2025Q1: 1,310 shares; 2025Q2: 1,494 shares; 2025Q3: 2,569 shares 2,569 $1.02M <0.01% +1,075 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: 7,585 shares; 2024Q4: 9,329 shares; 2025Q1: 9,329 shares; 2025Q2: 7,534 shares; 2025Q3: 9,037 shares 9,037 $1.01M <0.01% +1,503 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: 5,021 shares; 2024Q4: 5,844 shares; 2025Q1: 6,149 shares; 2025Q2: 10,712 shares; 2025Q3: 10,077 shares 10,077 $1.01M <0.01% -635 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 8,141 shares; 2025Q1: 8,340 shares; 2025Q2: 50,699 shares; 2025Q3: 28,244 shares 28,244 $1M <0.01% -22,455 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: 16,469 shares; 2024Q4: 20,471 shares; 2025Q1: 22,263 shares; 2025Q2: 32,992 shares; 2025Q3: 34,545 shares 34,545 $999K <0.01% +1,553 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,337 shares; 2024Q4: 25,191 shares; 2025Q1: 26,295 shares; 2025Q2: 26,870 shares; 2025Q3: 25,248 shares 25,248 $998K <0.01% -1,622 Timeline RZG 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: 37,201 shares; 2024Q4: 25,415 shares; 2025Q1: 21,761 shares; 2025Q2: 18,987 shares; 2025Q3: 18,322 shares 18,322 $998K <0.01% -665 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 7,176 shares; 2025Q1: 7,717 shares; 2025Q2: 8,592 shares; 2025Q3: 7,648 shares 7,648 $986K <0.01% -944 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,832 shares; 2024Q4: 9,999 shares; 2025Q1: 9,440 shares; 2025Q2: 11,950 shares; 2025Q3: 11,932 shares 11,932 $982K <0.01% -18 Timeline EQIN 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: 11,589 shares; 2024Q4: 11,589 shares; 2025Q1: 21,219 shares; 2025Q2: 21,005 shares; 2025Q3: 21,012 shares 21,012 $981K <0.01% +7 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: not reported; 2024Q4: 4,714 shares; 2025Q1: 10,099 shares; 2025Q2: 18,259 shares; 2025Q3: 21,129 shares 21,129 $978K <0.01% +2,870 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,222 shares; 2024Q4: 29,530 shares; 2025Q1: 28,648 shares; 2025Q2: 31,307 shares; 2025Q3: 30,475 shares 30,475 $972K <0.01% -832 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 3,903 shares; 2025Q1: 3,922 shares; 2025Q2: 4,507 shares; 2025Q3: 4,595 shares 4,595 $972K <0.01% +88 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: 8,135 shares; 2024Q4: 11,484 shares; 2025Q1: 11,402 shares; 2025Q2: 11,694 shares; 2025Q3: 10,766 shares 10,766 $969K <0.01% -928 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: 4,795 shares; 2024Q4: 10,276 shares; 2025Q1: 9,608 shares; 2025Q2: 10,893 shares; 2025Q3: 11,724 shares 11,724 $966K <0.01% +831 Timeline FV 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: 17,707 shares; 2024Q4: 17,907 shares; 2025Q1: 17,408 shares; 2025Q2: 17,755 shares; 2025Q3: 15,556 shares 15,556 $963K <0.01% -2,199 Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: 96,590 shares; 2025Q3: 95,590 shares 95,590 $961K <0.01% -1,000 EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 6,518 shares; 2025Q1: 6,598 shares; 2025Q2: 8,284 shares; 2025Q3: 7,820 shares 7,820 $959K <0.01% -464 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: 1,422 shares; 2024Q4: 3,566 shares; 2025Q1: 3,360 shares; 2025Q2: 2,882 shares; 2025Q3: 4,197 shares 4,197 $956K <0.01% +1,315 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: not reported; 2024Q4: 12,735 shares; 2025Q1: 9,461 shares; 2025Q2: 8,069 shares; 2025Q3: 7,119 shares 7,119 $954K <0.01% -950 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: 5,197 shares; 2024Q4: 5,156 shares; 2025Q1: 5,356 shares; 2025Q2: 12,457 shares; 2025Q3: 12,133 shares 12,133 $953K <0.01% -324 Timeline JPEM 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: 20,667 shares; 2024Q4: 17,833 shares; 2025Q1: 17,284 shares; 2025Q2: 17,487 shares; 2025Q3: 16,125 shares 16,125 $951K <0.01% -1,362 Timeline DGRS 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: 19,770 shares; 2024Q4: 19,919 shares; 2025Q1: 19,599 shares; 2025Q2: 19,622 shares; 2025Q3: 18,925 shares 18,925 $946K <0.01% -697 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 2,688 shares; 2025Q1: 3,905 shares; 2025Q2: 3,128 shares; 2025Q3: 2,909 shares 2,909 $940K <0.01% -219 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,951 shares; 2024Q4: 39,501 shares; 2025Q1: 36,083 shares; 2025Q2: 36,107 shares; 2025Q3: 41,124 shares 41,124 $923K <0.01% +5,017 Timeline IYR 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: 12,054 shares; 2024Q4: 10,556 shares; 2025Q1: 7,696 shares; 2025Q2: 8,436 shares; 2025Q3: 9,414 shares 9,414 $914K <0.01% +978 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 4,614 shares; 2025Q1: 4,925 shares; 2025Q2: 26,795 shares; 2025Q3: 27,906 shares 27,906 $910K <0.01% +1,111 Timeline FAS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,088 shares; 2025Q3: 5,114 shares 5,114 $910K <0.01% +26 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: 7,763 shares; 2024Q4: 9,285 shares; 2025Q1: 9,346 shares; 2025Q2: 11,755 shares; 2025Q3: 12,747 shares 12,747 $907K <0.01% +992 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 1,636 shares; 2025Q1: 2,453 shares; 2025Q2: 2,704 shares; 2025Q3: 2,807 shares 2,807 $905K <0.01% +103 Timeline NYF 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: 30,296 shares; 2024Q4: 32,990 shares; 2025Q1: 19,740 shares; 2025Q2: 19,474 shares; 2025Q3: 16,874 shares 16,874 $900K <0.01% -2,600 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 10,448 shares; 2025Q1: 10,419 shares; 2025Q2: 10,476 shares; 2025Q3: 11,413 shares 11,413 $894K <0.01% +937 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 2,930 shares; 2025Q1: 10,149 shares; 2025Q2: 13,870 shares; 2025Q3: 13,048 shares 13,048 $894K <0.01% -822 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,432 shares; 2024Q4: 14,502 shares; 2025Q1: 14,515 shares; 2025Q2: 14,427 shares; 2025Q3: 11,802 shares 11,802 $894K <0.01% -2,625 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: 2,678 shares; 2024Q4: 4,944 shares; 2025Q1: 5,143 shares; 2025Q2: 6,415 shares; 2025Q3: 6,831 shares 6,831 $888K <0.01% +416 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 750 shares; 2025Q1: 1,036 shares; 2025Q2: 3,319 shares; 2025Q3: 3,310 shares 3,310 $886K <0.01% -9 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: 2,809 shares; 2024Q4: 7,954 shares; 2025Q1: 8,424 shares; 2025Q2: 9,368 shares; 2025Q3: 9,494 shares 9,494 $885K <0.01% +126 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,092 shares; 2025Q1: 6,246 shares; 2025Q2: 6,924 shares; 2025Q3: 7,055 shares 7,055 $884K <0.01% +131 Timeline FLIN 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: not reported; 2024Q4: 65,993 shares; 2025Q1: 55,014 shares; 2025Q2: 37,935 shares; 2025Q3: 23,508 shares 23,508 $877K <0.01% -14,427 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 2,188 shares; 2025Q1: 2,074 shares; 2025Q2: 2,770 shares; 2025Q3: 3,346 shares 3,346 $868K <0.01% +576 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 4,997 shares; 2025Q1: 4,792 shares; 2025Q2: 15,896 shares; 2025Q3: 16,204 shares 16,204 $860K <0.01% +308 Timeline HNNA HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,900 shares; 2025Q1: 81,380 shares; 2025Q2: 81,380 shares; 2025Q3: 81,380 shares 81,380 $857K <0.01% 0 Timeline MLN 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: 32,432 shares; 2024Q4: 36,330 shares; 2025Q1: 21,450 shares; 2025Q2: 42,474 shares; 2025Q3: 49,003 shares 49,003 $857K <0.01% +6,529 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,126 shares; 2024Q4: 52,728 shares; 2025Q1: 36,495 shares; 2025Q2: 36,557 shares; 2025Q3: 34,088 shares 34,088 $856K <0.01% -2,469 Timeline INVESCO EXCH TRD SLF IDX FD 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: 15,806 shares; 2024Q4: 47,783 shares; 2025Q1: 46,186 shares; 2025Q2: 45,937 shares; 2025Q3: 36,930 shares 36,930 $852K <0.01% -9,007 REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 958 shares; 2025Q1: 821 shares; 2025Q2: 994 shares; 2025Q3: 1,496 shares 1,496 $841K <0.01% +502 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: 7,058 shares; 2024Q4: 7,090 shares; 2025Q1: 7,679 shares; 2025Q2: 7,669 shares; 2025Q3: 8,125 shares 8,125 $840K <0.01% +456 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: 1,529 shares; 2024Q4: 2,093 shares; 2025Q1: 1,749 shares; 2025Q2: 6,062 shares; 2025Q3: 5,806 shares 5,806 $838K <0.01% -256 Timeline VT 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: 2,204 shares; 2024Q4: 3,612 shares; 2025Q1: 4,311 shares; 2025Q2: 6,062 shares; 2025Q3: 6,027 shares 6,027 $831K <0.01% -35 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: 524 shares; 2024Q4: 3,895 shares; 2025Q1: 4,066 shares; 2025Q2: 3,810 shares; 2025Q3: 3,725 shares 3,725 $830K <0.01% -85 Timeline SJNK 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: 62,001 shares; 2024Q4: 55,102 shares; 2025Q1: 47,901 shares; 2025Q2: 40,151 shares; 2025Q3: 32,374 shares 32,374 $829K <0.01% -7,777 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: 4,826 shares; 2024Q4: 6,471 shares; 2025Q1: 7,276 shares; 2025Q2: 6,828 shares; 2025Q3: 6,572 shares 6,572 $827K <0.01% -256 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 466 shares; 2025Q1: 287 shares; 2025Q2: 38,559 shares; 2025Q3: 44,560 shares 44,560 $820K <0.01% +6,001 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,327 shares; 2024Q4: 39,151 shares; 2025Q1: 38,893 shares; 2025Q2: 37,012 shares; 2025Q3: 36,409 shares 36,409 $818K <0.01% -603 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: 2,116 shares; 2024Q4: 2,120 shares; 2025Q1: 2,173 shares; 2025Q2: 2,108 shares; 2025Q3: 2,290 shares 2,290 $817K <0.01% +182 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,515 shares; 2025Q1: 4,283 shares; 2025Q2: 4,893 shares; 2025Q3: 4,830 shares 4,830 $814K <0.01% -63 Timeline ERX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares 14,400 $812K <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: 1,672 shares; 2024Q4: 2,403 shares; 2025Q1: 2,718 shares; 2025Q2: 2,556 shares; 2025Q3: 2,582 shares 2,582 $807K <0.01% +26 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: 2,530 shares; 2024Q4: 2,614 shares; 2025Q1: 2,968 shares; 2025Q2: 7,566 shares; 2025Q3: 8,151 shares 8,151 $801K <0.01% +585 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: 3,046 shares; 2024Q4: 3,376 shares; 2025Q1: 3,432 shares; 2025Q2: 3,765 shares; 2025Q3: 4,752 shares 4,752 $801K <0.01% +987 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,534 shares; 2025Q3: 88,879 shares 88,879 $798K <0.01% +2,345 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 11,137 shares; 2025Q1: 11,141 shares; 2025Q2: 11,142 shares; 2025Q3: 11,045 shares 11,045 $798K <0.01% -97 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,874 shares; 2025Q1: 1,988 shares; 2025Q2: 5,584 shares; 2025Q3: 11,588 shares 11,588 $795K <0.01% +6,004 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 25,002 shares; 2025Q1: 24,874 shares; 2025Q2: 18,430 shares; 2025Q3: 18,111 shares 18,111 $793K <0.01% -319 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,438 shares; 2025Q1: 2,568 shares; 2025Q2: 5,241 shares; 2025Q3: 5,565 shares 5,565 $787K <0.01% +324 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: 7,483 shares; 2024Q4: 5,231 shares; 2025Q1: 3,988 shares; 2025Q2: 5,936 shares; 2025Q3: 7,056 shares 7,056 $787K <0.01% +1,120 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: 5,840 shares; 2025Q1: 5,639 shares; 2025Q2: 4,493 shares; 2025Q3: 4,481 shares 4,481 $782K <0.01% -12 Timeline FTCS 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: 8,724 shares; 2024Q4: 8,991 shares; 2025Q1: 8,408 shares; 2025Q2: 9,183 shares; 2025Q3: 8,298 shares 8,298 $777K <0.01% -885 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,468 shares; 2024Q4: 19,912 shares; 2025Q1: 21,773 shares; 2025Q2: 24,034 shares; 2025Q3: 15,695 shares 15,695 $776K <0.01% -8,339 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 623 shares; 2025Q1: 629 shares; 2025Q2: 730 shares; 2025Q3: 4,039 shares 4,039 $776K <0.01% +3,309 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,895 shares; 2025Q1: 4,036 shares; 2025Q2: 4,211 shares; 2025Q3: 5,085 shares 5,085 $775K <0.01% +874 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: 28,916 shares; 2024Q4: 21,561 shares; 2025Q1: 21,405 shares; 2025Q2: 21,769 shares; 2025Q3: 21,769 shares 21,769 $773K <0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,503 shares; 2024Q4: 9,531 shares; 2025Q1: 9,556 shares; 2025Q2: 9,025 shares; 2025Q3: 9,130 shares 9,130 $761K <0.01% +105 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,583 shares; 2025Q1: 7,219 shares; 2025Q2: 6,626 shares; 2025Q3: 6,153 shares 6,153 $759K <0.01% -473 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 51 shares; 2025Q2: 9,318 shares; 2025Q3: 9,096 shares 9,096 $756K <0.01% -222 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: 1,560 shares; 2024Q4: 1,821 shares; 2025Q1: 3,072 shares; 2025Q2: 2,321 shares; 2025Q3: 4,763 shares 4,763 $753K <0.01% +2,442 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: 3,627 shares; 2024Q4: 3,866 shares; 2025Q1: 3,610 shares; 2025Q2: 3,804 shares; 2025Q3: 3,948 shares 3,948 $751K <0.01% +144 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 7,975 shares; 2025Q1: 7,967 shares; 2025Q2: 9,427 shares; 2025Q3: 9,862 shares 9,862 $750K <0.01% +435 Timeline TPSC 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: not reported; 2024Q4: 4,691 shares; 2025Q1: 9,415 shares; 2025Q2: 15,796 shares; 2025Q3: 17,958 shares 17,958 $747K <0.01% +2,162 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 5,554 shares; 2025Q1: 5,715 shares; 2025Q2: 6,147 shares; 2025Q3: 6,624 shares 6,624 $741K <0.01% +477 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 7,218 shares; 2025Q1: 7,177 shares; 2025Q2: 7,440 shares; 2025Q3: 7,549 shares 7,549 $732K <0.01% +109 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: 6,079 shares; 2024Q4: 12,906 shares; 2025Q1: 13,309 shares; 2025Q2: 18,403 shares; 2025Q3: 20,868 shares 20,868 $732K <0.01% +2,465 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: 3,724 shares; 2024Q4: 60,408 shares; 2025Q1: 6,777 shares; 2025Q2: 9,318 shares; 2025Q3: 7,559 shares 7,559 $729K <0.01% -1,759 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 7,128 shares; 2025Q1: 6,791 shares; 2025Q2: 8,430 shares; 2025Q3: 9,250 shares 9,250 $725K <0.01% +820 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,508 shares; 2025Q1: 1,579 shares; 2025Q2: 3,090 shares; 2025Q3: 5,230 shares 5,230 $724K <0.01% +2,140 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 420 shares; 2025Q1: 651 shares; 2025Q2: 664 shares; 2025Q3: 12,108 shares 12,108 $724K <0.01% +11,444 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 5,453 shares; 2025Q1: 5,114 shares; 2025Q2: 4,925 shares; 2025Q3: 4,825 shares 4,825 $719K <0.01% -100 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: 3,785 shares; 2024Q4: 3,394 shares; 2025Q1: 3,641 shares; 2025Q2: 4,434 shares; 2025Q3: 5,185 shares 5,185 $719K <0.01% +751 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 13,279 shares; 2025Q1: 14,069 shares; 2025Q2: 14,004 shares; 2025Q3: 22,314 shares 22,314 $717K <0.01% +8,310 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,814 shares; 2025Q1: 2,711 shares; 2025Q2: 3,727 shares; 2025Q3: 5,856 shares 5,856 $711K <0.01% +2,129 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: 10,814 shares; 2024Q4: 9,274 shares; 2025Q1: 9,544 shares; 2025Q2: 9,558 shares; 2025Q3: 10,293 shares 10,293 $709K <0.01% +735 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 7,666 shares; 2025Q3: 60,939 shares 60,939 $709K <0.01% +53,273 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 7,866 shares; 2025Q1: 7,937 shares; 2025Q2: 8,299 shares; 2025Q3: 8,530 shares 8,530 $707K <0.01% +231 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,364 shares; 2025Q1: 1,444 shares; 2025Q2: 39,821 shares; 2025Q3: 12,346 shares 12,346 $707K <0.01% -27,475 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: 11,422 shares; 2024Q4: 17,123 shares; 2025Q1: 24,470 shares; 2025Q2: 31,863 shares; 2025Q3: 30,768 shares 30,768 $706K <0.01% -1,095 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 166 shares; 2025Q1: 135 shares; 2025Q2: 2,980 shares; 2025Q3: 5,009 shares 5,009 $703K <0.01% +2,029 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 5,360 shares; 2025Q1: 5,726 shares; 2025Q2: 33,937 shares; 2025Q3: 33,469 shares 33,469 $703K <0.01% -468 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,807 shares; 2025Q1: 2,446 shares; 2025Q2: 2,548 shares; 2025Q3: 2,725 shares 2,725 $699K <0.01% +177 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 494 shares; 2025Q1: 475 shares; 2025Q2: 9,486 shares; 2025Q3: 9,520 shares 9,520 $694K <0.01% +34 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 590 shares; 2025Q1: 654 shares; 2025Q2: 1,209 shares; 2025Q3: 1,223 shares 1,223 $692K <0.01% +14 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: 6,438 shares; 2024Q4: 6,550 shares; 2025Q1: 6,966 shares; 2025Q2: 16,697 shares; 2025Q3: 14,076 shares 14,076 $690K <0.01% -2,621 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,094 shares; 2024Q4: 3,144 shares; 2025Q1: 3,068 shares; 2025Q2: 3,365 shares; 2025Q3: 3,603 shares 3,603 $688K <0.01% +238 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,751 shares; 2025Q1: 2,810 shares; 2025Q2: 3,228 shares; 2025Q3: 4,109 shares 4,109 $686K <0.01% +881 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 699 shares; 2025Q1: 1,020 shares; 2025Q2: 1,341 shares; 2025Q3: 3,079 shares 3,079 $684K <0.01% +1,738 Timeline IYJ 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: 284 shares; 2024Q4: 8,911 shares; 2025Q1: 6,172 shares; 2025Q2: 5,242 shares; 2025Q3: 4,681 shares 4,681 $683K <0.01% -561 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,515 shares; 2025Q1: 4,271 shares; 2025Q2: 31,598 shares; 2025Q3: 33,776 shares 33,776 $683K <0.01% +2,178 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 2,851 shares; 2025Q1: 8,344 shares; 2025Q2: 8,342 shares; 2025Q3: 8,553 shares 8,553 $682K <0.01% +211 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 3,771 shares; 2025Q1: 3,978 shares; 2025Q2: 4,345 shares; 2025Q3: 4,332 shares 4,332 $680K <0.01% -13 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,420 shares; 2025Q1: 4,781 shares; 2025Q2: 32,662 shares; 2025Q3: 30,271 shares 30,271 $676K <0.01% -2,391 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: 4,560 shares; 2024Q4: 4,133 shares; 2025Q1: 4,387 shares; 2025Q2: 10,656 shares; 2025Q3: 18,951 shares 18,951 $676K <0.01% +8,295 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: 958 shares; 2024Q4: 1,001 shares; 2025Q1: 1,085 shares; 2025Q2: 1,286 shares; 2025Q3: 1,415 shares 1,415 $674K <0.01% +129 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 265 shares; 2025Q1: 532 shares; 2025Q2: 11,135 shares; 2025Q3: 11,719 shares 11,719 $674K <0.01% +584 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: 2,280 shares; 2024Q4: 25,250 shares; 2025Q1: 23,963 shares; 2025Q2: 24,001 shares; 2025Q3: 22,888 shares 22,888 $673K <0.01% -1,113 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,052 shares; 2024Q4: 39,831 shares; 2025Q1: 32,172 shares; 2025Q2: 29,402 shares; 2025Q3: 26,795 shares 26,795 $673K <0.01% -2,607 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 85 shares; 2025Q1: 296 shares; 2025Q2: 23,408 shares; 2025Q3: 23,165 shares 23,165 $670K <0.01% -243 Timeline DON 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: 11,678 shares; 2024Q4: 11,607 shares; 2025Q1: 11,846 shares; 2025Q2: 12,943 shares; 2025Q3: 12,818 shares 12,818 $670K <0.01% -125 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,647 shares; 2025Q1: 1,646 shares; 2025Q2: 11,656 shares; 2025Q3: 12,426 shares 12,426 $668K <0.01% +770 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,179 shares; 2025Q1: 14 shares; 2025Q2: 8,664 shares; 2025Q3: 30,756 shares 30,756 $668K <0.01% +22,092 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 31,238 shares; 2025Q1: 29,156 shares; 2025Q2: 29,317 shares; 2025Q3: 13,858 shares 13,858 $667K <0.01% -15,459 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 375 shares; 2025Q1: 7,526 shares; 2025Q2: 5,714 shares; 2025Q3: 5,795 shares 5,795 $667K <0.01% +81 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 700 shares; 2025Q1: 742 shares; 2025Q2: 22,192 shares; 2025Q3: 22,334 shares 22,334 $665K <0.01% +142 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 9,124 shares; 2025Q1: 15,333 shares; 2025Q2: 22,359 shares; 2025Q3: 22,394 shares 22,394 $663K <0.01% +35 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 397 shares; 2025Q1: 278 shares; 2025Q2: 52,881 shares; 2025Q3: 53,331 shares 53,331 $655K <0.01% +450 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: 2,033 shares; 2024Q4: 2,713 shares; 2025Q1: 2,704 shares; 2025Q2: 2,087 shares; 2025Q3: 2,444 shares 2,444 $653K <0.01% +357 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: 1,731 shares; 2024Q4: 1,835 shares; 2025Q1: 1,775 shares; 2025Q2: 2,149 shares; 2025Q3: 2,328 shares 2,328 $651K <0.01% +179 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,864 shares 13,864 $651K <0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,796 shares; 2024Q4: 48,085 shares; 2025Q1: 48,323 shares; 2025Q2: 60,854 shares; 2025Q3: 57,847 shares 57,847 $650K <0.01% -3,007 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 3,267 shares; 2025Q1: 3,271 shares; 2025Q2: 3,408 shares; 2025Q3: 3,160 shares 3,160 $646K <0.01% -248 Timeline IWS 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: 3,467 shares; 2024Q4: 3,240 shares; 2025Q1: 3,243 shares; 2025Q2: 4,223 shares; 2025Q3: 4,611 shares 4,611 $644K <0.01% +388 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,756 shares; 2024Q4: 4,719 shares; 2025Q1: 4,762 shares; 2025Q2: 4,788 shares; 2025Q3: 4,801 shares 4,801 $642K <0.01% +13 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 7,258 shares; 2025Q1: 8,888 shares; 2025Q2: 36,887 shares; 2025Q3: 36,930 shares 36,930 $638K <0.01% +43 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 5,681 shares; 2025Q1: 4,377 shares; 2025Q2: 7,994 shares; 2025Q3: 10,542 shares 10,542 $638K <0.01% +2,548 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 58,524 shares; 2025Q1: 58,248 shares; 2025Q2: 58,538 shares; 2025Q3: 59,736 shares 59,736 $633K <0.01% +1,198 Timeline GDX 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: 1,794 shares; 2024Q4: 3,226 shares; 2025Q1: 3,961 shares; 2025Q2: 4,207 shares; 2025Q3: 8,258 shares 8,258 $631K <0.01% +4,051 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,564 shares; 2024Q4: 23,751 shares; 2025Q1: 23,511 shares; 2025Q2: 23,766 shares; 2025Q3: 21,495 shares 21,495 $630K <0.01% -2,271 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,720 shares; 2024Q4: 18,409 shares; 2025Q1: 18,699 shares; 2025Q2: 26,587 shares; 2025Q3: 26,635 shares 26,635 $630K <0.01% +48 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626 shares; 2025Q1: 1,480 shares; 2025Q2: 5,854 shares; 2025Q3: 18,159 shares 18,159 $629K <0.01% +12,305 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares; 2025Q1: 3,054 shares; 2025Q2: 2,596 shares; 2025Q3: 2,596 shares 2,596 $629K <0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,712 shares; 2025Q1: 33,332 shares; 2025Q2: 33,332 shares; 2025Q3: 33,432 shares 33,432 $629K <0.01% +100 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 28,034 shares; 2025Q1: 32,976 shares; 2025Q2: 32,976 shares; 2025Q3: 33,156 shares 33,156 $627K <0.01% +180 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,232 shares; 2025Q1: 22,320 shares; 2025Q2: 19,568 shares; 2025Q3: 15,369 shares 15,369 $627K <0.01% -4,199 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 30 shares; 2025Q1: 58 shares; 2025Q2: 3,775 shares; 2025Q3: 4,204 shares 4,204 $626K <0.01% +429 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,418 shares; 2024Q4: 14,364 shares; 2025Q1: 12,754 shares; 2025Q2: 12,698 shares; 2025Q3: 16,998 shares 16,998 $626K <0.01% +4,300 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: 662 shares; 2024Q4: 840 shares; 2025Q1: 888 shares; 2025Q2: 1,352 shares; 2025Q3: 2,287 shares 2,287 $622K <0.01% +935 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,829 shares 8,829 $618K <0.01% new Timeline VSS 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: 3,184 shares; 2024Q4: 3,253 shares; 2025Q1: 3,248 shares; 2025Q2: 4,203 shares; 2025Q3: 4,331 shares 4,331 $617K <0.01% +128 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 316 shares; 2025Q1: 529 shares; 2025Q2: 10,870 shares; 2025Q3: 10,996 shares 10,996 $616K <0.01% +126 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 2,810 shares; 2025Q1: 3,105 shares; 2025Q2: 7,038 shares; 2025Q3: 8,792 shares 8,792 $615K <0.01% +1,754 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,137 shares 19,137 $615K <0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 13,130 shares; 2025Q1: 10,203 shares; 2025Q2: 9,750 shares; 2025Q3: 6,116 shares 6,116 $610K <0.01% -3,634 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 9,223 shares; 2025Q1: 11,395 shares; 2025Q2: 10,432 shares; 2025Q3: 10,506 shares 10,506 $609K <0.01% +74 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 177 shares; 2025Q1: 532 shares; 2025Q2: 19,537 shares; 2025Q3: 17,603 shares 17,603 $609K <0.01% -1,934 Timeline VIOO 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: 8,626 shares; 2024Q4: 8,219 shares; 2025Q1: 7,121 shares; 2025Q2: 7,078 shares; 2025Q3: 5,504 shares 5,504 $608K <0.01% -1,574 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,106 shares; 2024Q4: 9,592 shares; 2025Q1: 11,046 shares; 2025Q2: 11,812 shares; 2025Q3: 20,159 shares 20,159 $605K <0.01% +8,347 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 15,078 shares; 2025Q1: 11,560 shares; 2025Q2: 11,357 shares; 2025Q3: 9,301 shares 9,301 $603K <0.01% -2,056 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 256 shares; 2025Q1: 248 shares; 2025Q2: 365 shares; 2025Q3: 1,056 shares 1,056 $599K <0.01% +691 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,035 shares; 2025Q1: 867 shares; 2025Q2: 2,375 shares; 2025Q3: 2,317 shares 2,317 $599K <0.01% -58 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 1,499 shares; 2025Q3: 4,358 shares 4,358 $596K <0.01% +2,859 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,158 shares; 2025Q1: 1,394 shares; 2025Q2: 2,612 shares; 2025Q3: 3,038 shares 3,038 $595K <0.01% +426 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,096 shares; 2025Q3: 49,455 shares 49,455 $593K <0.01% +2,359 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 88 shares; 2025Q1: 235 shares; 2025Q2: 3,044 shares; 2025Q3: 4,387 shares 4,387 $589K <0.01% +1,343 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 597 shares; 2025Q1: 618 shares; 2025Q2: 691 shares; 2025Q3: 1,290 shares 1,290 $588K <0.01% +599 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,988 shares; 2025Q1: 3,641 shares; 2025Q2: 3,641 shares; 2025Q3: 4,832 shares 4,832 $582K <0.01% +1,191 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 25,461 shares; 2025Q3: 25,301 shares 25,301 $582K <0.01% -160 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: 7,082 shares; 2024Q4: 7,559 shares; 2025Q1: 9,725 shares; 2025Q2: 12,232 shares; 2025Q3: 13,037 shares 13,037 $581K <0.01% +805 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,939 shares; 2024Q4: 12,400 shares; 2025Q1: 15,815 shares; 2025Q2: 12,434 shares; 2025Q3: 12,612 shares 12,612 $579K <0.01% +178 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: 373 shares; 2024Q4: 84,377 shares; 2025Q1: 67,664 shares; 2025Q2: 44,342 shares; 2025Q3: 22,658 shares 22,658 $578K <0.01% -21,684 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 20,972 shares; 2025Q3: 29,295 shares 29,295 $577K <0.01% +8,323 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 9,171 shares; 2025Q1: 10,897 shares; 2025Q2: 16,249 shares; 2025Q3: 26,162 shares 26,162 $576K <0.01% +9,913 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,307 shares; 2025Q1: 11,310 shares; 2025Q2: 11,633 shares; 2025Q3: 11,564 shares 11,564 $575K <0.01% -69 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,229 shares; 2025Q1: 16,678 shares; 2025Q2: 14,717 shares; 2025Q3: 13,709 shares 13,709 $574K <0.01% -1,008 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: 133,688 shares; 2025Q1: 102,060 shares; 2025Q2: 76,549 shares; 2025Q3: 50,144 shares 50,144 $571K <0.01% -26,405 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: 5,557 shares; 2024Q4: 5,361 shares; 2025Q1: 8,511 shares; 2025Q2: 9,138 shares; 2025Q3: 11,424 shares 11,424 $571K <0.01% +2,286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,657 shares; 2025Q3: 11,908 shares 11,908 $571K <0.01% -749 Timeline EJAN 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: 40,358 shares; 2024Q4: 120,370 shares; 2025Q1: 166,912 shares; 2025Q2: 179,930 shares; 2025Q3: 17,166 shares 17,166 $570K <0.01% -162,764 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 7,132 shares; 2025Q1: 5,877 shares; 2025Q2: 6,307 shares; 2025Q3: 5,984 shares 5,984 $568K <0.01% -323 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,465 shares; 2025Q1: 1,456 shares; 2025Q2: 5,625 shares; 2025Q3: 5,664 shares 5,664 $567K <0.01% +39 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: 3,020 shares; 2024Q4: 3,185 shares; 2025Q1: 3,724 shares; 2025Q2: 3,503 shares; 2025Q3: 4,070 shares 4,070 $567K <0.01% +567 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 150 shares; 2025Q1: 347 shares; 2025Q2: 3,711 shares; 2025Q3: 4,551 shares 4,551 $567K <0.01% +840 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 241 shares; 2025Q1: 326 shares; 2025Q2: 21,274 shares; 2025Q3: 21,115 shares 21,115 $567K <0.01% -159 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 32 shares; 2025Q2: 6,309 shares; 2025Q3: 6,319 shares 6,319 $566K <0.01% +10 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 1,015 shares; 2025Q1: 1,322 shares; 2025Q2: 1,682 shares; 2025Q3: 2,293 shares 2,293 $565K <0.01% +611 Timeline STPZ 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: 14,692 shares; 2024Q4: 14,247 shares; 2025Q1: 14,247 shares; 2025Q2: 10,831 shares; 2025Q3: 10,391 shares 10,391 $563K <0.01% -440 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 10,140 shares; 2025Q3: 14,767 shares 14,767 $563K <0.01% +4,627 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,814 shares; 2025Q1: 2,045 shares; 2025Q2: 4,627 shares; 2025Q3: 6,088 shares 6,088 $562K <0.01% +1,461 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: 143 shares; 2024Q4: 571 shares; 2025Q1: 893 shares; 2025Q2: 6,269 shares; 2025Q3: 6,298 shares 6,298 $560K <0.01% +29 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,738 shares; 2025Q1: 2,630 shares; 2025Q2: 2,738 shares; 2025Q3: 3,340 shares 3,340 $559K <0.01% +602 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 977 shares; 2025Q1: 849 shares; 2025Q2: 7,703 shares; 2025Q3: 7,748 shares 7,748 $559K <0.01% +45 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: 37,982 shares; 2024Q4: 40,771 shares; 2025Q1: 35,641 shares; 2025Q2: 25,925 shares; 2025Q3: 25,890 shares 25,890 $558K <0.01% -35 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 109 shares; 2025Q1: 144 shares; 2025Q2: 9,055 shares; 2025Q3: 10,351 shares 10,351 $557K <0.01% +1,296 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 7,414 shares; 2025Q1: 6,668 shares; 2025Q2: 5,336 shares; 2025Q3: 5,426 shares 5,426 $557K <0.01% +90 Timeline CGMU 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: not reported; 2024Q4: 24,875 shares; 2025Q1: 25,327 shares; 2025Q2: 22,852 shares; 2025Q3: 20,405 shares 20,405 $557K <0.01% -2,447 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,444 shares; 2025Q1: 1,441 shares; 2025Q2: 2,422 shares; 2025Q3: 2,530 shares 2,530 $555K <0.01% +108 Timeline IUS 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: not reported; 2024Q4: 10,003 shares; 2025Q1: 10,440 shares; 2025Q2: 10,155 shares; 2025Q3: 9,990 shares 9,990 $552K <0.01% -165 Timeline UMAY 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: 15,362 shares; 2024Q4: 15,362 shares; 2025Q1: 15,362 shares; 2025Q2: 15,362 shares; 2025Q3: 15,362 shares 15,362 $551K <0.01% 0 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: 638 shares; 2024Q4: 531 shares; 2025Q1: 649 shares; 2025Q2: 2,701 shares; 2025Q3: 3,637 shares 3,637 $549K <0.01% +936 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 940 shares; 2025Q1: 950 shares; 2025Q2: 60,419 shares; 2025Q3: 60,428 shares 60,428 $547K <0.01% +9 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 2,591 shares; 2025Q1: 3,002 shares; 2025Q2: 3,574 shares; 2025Q3: 10,240 shares 10,240 $544K <0.01% +6,666 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,442 shares; 2025Q1: 1,572 shares; 2025Q2: 2,002 shares; 2025Q3: 2,775 shares 2,775 $544K <0.01% +773 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 10,658 shares; 2025Q1: 10,690 shares; 2025Q2: 36,858 shares; 2025Q3: 37,423 shares 37,423 $540K <0.01% +565 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 11,186 shares; 2025Q1: 11,248 shares; 2025Q2: 16,332 shares; 2025Q3: 17,050 shares 17,050 $538K <0.01% +718 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 914,879 shares; 2025Q1: 12,378 shares; 2025Q2: 12,527 shares; 2025Q3: 12,527 shares 12,527 $538K <0.01% 0 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: 16,227 shares; 2024Q4: 17,751 shares; 2025Q1: 17,580 shares; 2025Q2: 16,080 shares; 2025Q3: 16,080 shares 16,080 $537K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,808 shares; 2025Q3: 16,371 shares 16,371 $536K <0.01% -437 Timeline CORP 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: 41,840 shares; 2024Q4: 18,080 shares; 2025Q1: 10,458 shares; 2025Q2: 6,275 shares; 2025Q3: 5,395 shares 5,395 $532K <0.01% -880 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,286 shares; 2025Q1: 29,868 shares; 2025Q2: 30,053 shares; 2025Q3: 30,078 shares 30,078 $528K <0.01% +25 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 564 shares; 2025Q1: 605 shares; 2025Q2: 1,158 shares; 2025Q3: 2,463 shares 2,463 $527K <0.01% +1,305 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 4,009 shares; 2025Q1: 3,381 shares; 2025Q2: 3,440 shares; 2025Q3: 3,694 shares 3,694 $521K <0.01% +254 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,551 shares; 2024Q4: 15,917 shares; 2025Q1: 50,076 shares; 2025Q2: 46,696 shares; 2025Q3: 55,661 shares 55,661 $520K <0.01% +8,965 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,023 shares; 2024Q4: 38,082 shares; 2025Q1: 28,062 shares; 2025Q2: 28,154 shares; 2025Q3: 32,009 shares 32,009 $520K <0.01% +3,855 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,221 shares; 2025Q1: 2,540 shares; 2025Q2: 2,713 shares; 2025Q3: 2,965 shares 2,965 $519K <0.01% +252 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,782 shares; 2025Q1: 2,808 shares; 2025Q2: 81,708 shares; 2025Q3: 81,724 shares 81,724 $518K <0.01% +16 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 1,244 shares; 2025Q1: 983 shares; 2025Q2: 8,973 shares; 2025Q3: 2,151 shares 2,151 $518K <0.01% -6,822 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,202 shares; 2024Q4: 6,477 shares; 2025Q1: 5,514 shares; 2025Q2: 7,821 shares; 2025Q3: 8,058 shares 8,058 $517K <0.01% +237 Timeline IBDV 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: 978 shares; 2024Q4: 4,330 shares; 2025Q1: 4,330 shares; 2025Q2: 12,141 shares; 2025Q3: 23,264 shares 23,264 $515K <0.01% +11,123 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 120 shares; 2025Q2: 166 shares; 2025Q3: 267 shares 267 $511K <0.01% +101 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 12,950 shares; 2025Q1: 12,379 shares; 2025Q2: 14,424 shares; 2025Q3: 13,393 shares 13,393 $509K <0.01% -1,031 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,232 shares; 2025Q1: 6,150 shares; 2025Q2: 6,129 shares; 2025Q3: 6,131 shares 6,131 $508K <0.01% +2 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,378 shares; 2025Q1: 1,646 shares; 2025Q2: 7,180 shares; 2025Q3: 7,363 shares 7,363 $507K <0.01% +183 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 2,957 shares; 2025Q3: 6,565 shares 6,565 $506K <0.01% +3,608 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,548 shares; 2025Q1: 1,541 shares; 2025Q2: 2,600 shares; 2025Q3: 3,161 shares 3,161 $505K <0.01% +561 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 4,456 shares; 2025Q1: 4,380 shares; 2025Q2: 8,116 shares; 2025Q3: 6,088 shares 6,088 $503K <0.01% -2,028 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 734 shares; 2025Q1: 798 shares; 2025Q2: 972 shares; 2025Q3: 1,174 shares 1,174 $500K <0.01% +202 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,619 shares; 2025Q1: 1,649 shares; 2025Q2: 1,680 shares; 2025Q3: 1,988 shares 1,988 $500K <0.01% +308 Timeline BBSB 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: 5,180 shares; 2024Q4: 5,055 shares; 2025Q1: 5,055 shares; 2025Q2: 5,055 shares; 2025Q3: 5,024 shares 5,024 $499K <0.01% -31 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 7,924 shares; 2025Q1: 7,676 shares; 2025Q2: 7,683 shares; 2025Q3: 7,675 shares 7,675 $497K <0.01% -8 Timeline SLYV 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: 3,970 shares; 2024Q4: 4,819 shares; 2025Q1: 4,857 shares; 2025Q2: 5,663 shares; 2025Q3: 5,492 shares 5,492 $487K <0.01% -171 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,650 shares 17,650 $485K <0.01% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 3,546 shares; 2025Q1: 3,503 shares; 2025Q2: 3,910 shares; 2025Q3: 4,831 shares 4,831 $483K <0.01% +921 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 3,812 shares; 2025Q1: 3,845 shares; 2025Q2: 5,346 shares; 2025Q3: 5,801 shares 5,801 $483K <0.01% +455 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 16 shares; 2025Q1: 1,210 shares; 2025Q2: 8,193 shares; 2025Q3: 8,290 shares 8,290 $482K <0.01% +97 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: 885 shares; 2024Q4: 861 shares; 2025Q1: 729 shares; 2025Q2: 782 shares; 2025Q3: 963 shares 963 $480K <0.01% +181 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 8,983 shares; 2025Q1: 8,078 shares; 2025Q2: 12,939 shares; 2025Q3: 14,911 shares 14,911 $480K <0.01% +1,972 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 372 shares; 2025Q1: 409 shares; 2025Q2: 536 shares; 2025Q3: 686 shares 686 $479K <0.01% +150 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,617 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares 2,550 $479K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 479 shares; 2025Q1: 573 shares; 2025Q2: 976 shares; 2025Q3: 1,712 shares 1,712 $479K <0.01% +736 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 4,975 shares; 2025Q1: 6,434 shares; 2025Q2: 7,197 shares; 2025Q3: 29,642 shares 29,642 $478K <0.01% +22,445 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: 17,521 shares; 2024Q4: 4,907 shares; 2025Q1: 5,175 shares; 2025Q2: 4,611 shares; 2025Q3: 5,309 shares 5,309 $477K <0.01% +698 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 281 shares; 2025Q1: 282 shares; 2025Q2: 341 shares; 2025Q3: 361 shares 361 $476K <0.01% +20 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 37,251 shares; 2025Q3: 37,729 shares 37,729 $474K <0.01% +478 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 511 shares; 2025Q1: 552 shares; 2025Q2: 1,131 shares; 2025Q3: 1,250 shares 1,250 $472K <0.01% +119 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 36 shares; 2025Q1: 57 shares; 2025Q2: 2,716 shares; 2025Q3: 4,023 shares 4,023 $471K <0.01% +1,307 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 5,470 shares; 2025Q1: 5,294 shares; 2025Q2: 8,515 shares; 2025Q3: 9,610 shares 9,610 $471K <0.01% +1,095 Timeline PLBC PLUMAS BANCORP More: the full row for PLUMAS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,103 shares; 2025Q1: 7,193 shares; 2025Q2: 7,197 shares; 2025Q3: 10,863 shares 10,863 $469K <0.01% +3,666 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,617 shares; 2025Q1: 2,803 shares; 2025Q2: 6,867 shares; 2025Q3: 6,963 shares 6,963 $467K <0.01% +96 Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 90 shares; 2025Q2: 24,584 shares; 2025Q3: 31,031 shares 31,031 $466K <0.01% +6,447 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,067 shares; 2024Q4: 13,123 shares; 2025Q1: 13,210 shares; 2025Q2: 13,303 shares; 2025Q3: 13,474 shares 13,474 $465K <0.01% +171 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 10,263 shares; 2025Q1: 10,263 shares; 2025Q2: 17,085 shares; 2025Q3: 17,085 shares 17,085 $464K <0.01% 0 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: 1,277 shares; 2024Q4: 1,346 shares; 2025Q1: 1,422 shares; 2025Q2: 1,702 shares; 2025Q3: 2,308 shares 2,308 $463K <0.01% +606 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 2,027 shares; 2025Q1: 2,106 shares; 2025Q2: 2,997 shares; 2025Q3: 4,115 shares 4,115 $462K <0.01% +1,118 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 9,909 shares; 2025Q1: 11,062 shares; 2025Q2: 25,513 shares; 2025Q3: 28,669 shares 28,669 $461K <0.01% +3,156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,870 shares 8,870 $461K <0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 214 shares; 2025Q1: 195 shares; 2025Q2: 1,313 shares; 2025Q3: 2,001 shares 2,001 $460K <0.01% +688 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares; 2025Q2: 2,749 shares; 2025Q3: 2,749 shares 2,749 $457K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 5,179 shares; 2025Q1: 3,013 shares; 2025Q2: 5,083 shares; 2025Q3: 6,771 shares 6,771 $456K <0.01% +1,688 Timeline USEP 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: 13,524 shares; 2024Q4: 12,804 shares; 2025Q1: 12,658 shares; 2025Q2: 12,432 shares; 2025Q3: 11,771 shares 11,771 $455K <0.01% -661 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 6,506 shares; 2025Q1: 5,904 shares; 2025Q2: 5,071 shares; 2025Q3: 4,961 shares 4,961 $454K <0.01% -110 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,543 shares; 2025Q3: 29,948 shares 29,948 $452K <0.01% +15,405 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,613 shares; 2025Q1: 3,787 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares 3,869 $452K <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: 1,367 shares; 2024Q4: 1,460 shares; 2025Q1: 1,824 shares; 2025Q2: 5,391 shares; 2025Q3: 6,358 shares 6,358 $451K <0.01% +967 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 4,513 shares; 2025Q1: 4,617 shares; 2025Q2: 4,635 shares; 2025Q3: 5,937 shares 5,937 $451K <0.01% +1,302 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 1,342 shares; 2025Q1: 333 shares; 2025Q2: 9,935 shares; 2025Q3: 9,443 shares 9,443 $450K <0.01% -492 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 364 shares; 2025Q1: 556 shares; 2025Q2: 1,599 shares; 2025Q3: 1,724 shares 1,724 $449K <0.01% +125 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: 25,190 shares; 2024Q4: 28,711 shares; 2025Q1: 28,463 shares; 2025Q2: 10,828 shares; 2025Q3: 30,262 shares 30,262 $444K <0.01% +19,434 Timeline IJAN 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: 118,025 shares; 2024Q4: 348,791 shares; 2025Q1: 475,734 shares; 2025Q2: 23,383 shares; 2025Q3: 12,608 shares 12,608 $444K <0.01% -10,775 Timeline ZJUL 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: 8,769 shares; 2024Q4: 15,394 shares; 2025Q1: 15,394 shares; 2025Q2: 15,394 shares; 2025Q3: 15,394 shares 15,394 $442K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 8,205 shares; 2025Q1: 8,023 shares; 2025Q2: 10,225 shares; 2025Q3: 10,261 shares 10,261 $440K <0.01% +36 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 8,217 shares; 2025Q1: 8,217 shares; 2025Q2: 8,217 shares; 2025Q3: 8,217 shares 8,217 $439K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,659 shares; 2025Q1: 3,814 shares; 2025Q2: 8,881 shares; 2025Q3: 11,710 shares 11,710 $438K <0.01% +2,829 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: 10,907 shares; 2024Q4: 11,818 shares; 2025Q1: 11,934 shares; 2025Q2: 40,017 shares; 2025Q3: 41,567 shares 41,567 $436K <0.01% +1,550 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 6,608 shares; 2025Q1: 6,733 shares; 2025Q2: 6,641 shares; 2025Q3: 9,529 shares 9,529 $428K <0.01% +2,888 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: 3,337 shares; 2024Q4: 3,305 shares; 2025Q1: 3,513 shares; 2025Q2: 4,029 shares; 2025Q3: 5,505 shares 5,505 $428K <0.01% +1,476 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 376 shares; 2025Q1: 366 shares; 2025Q2: 356 shares; 2025Q3: 346 shares 346 $427K <0.01% -10 BSJR 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: 15,572 shares; 2024Q4: 18,760 shares; 2025Q1: 18,760 shares; 2025Q2: 18,760 shares; 2025Q3: 18,760 shares 18,760 $427K <0.01% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,690 shares; 2024Q4: 20,733 shares; 2025Q1: 11,073 shares; 2025Q2: 11,096 shares; 2025Q3: 8,547 shares 8,547 $426K <0.01% -2,549 Timeline IJUL 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: 12,849 shares; 2024Q4: 10,424 shares; 2025Q1: 10,424 shares; 2025Q2: 10,424 shares; 2025Q3: 13,002 shares 13,002 $425K <0.01% +2,578 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,854 shares; 2025Q1: 2,781 shares; 2025Q2: 2,994 shares; 2025Q3: 1,978 shares 1,978 $424K <0.01% -1,016 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,355 shares; 2025Q1: 1,320 shares; 2025Q2: 1,767 shares; 2025Q3: 1,846 shares 1,846 $424K <0.01% +79 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 3,450 shares; 2025Q1: 2,518 shares; 2025Q2: 4,823 shares; 2025Q3: 10,631 shares 10,631 $419K <0.01% +5,808 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 4,478 shares; 2025Q1: 4,415 shares; 2025Q2: 4,244 shares; 2025Q3: 4,212 shares 4,212 $419K <0.01% -32 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: 1,953 shares; 2024Q4: 17,976 shares; 2025Q1: 11,174 shares; 2025Q2: 14,560 shares; 2025Q3: 15,428 shares 15,428 $416K <0.01% +868 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 425 shares; 2025Q1: 1,324 shares; 2025Q2: 45,276 shares; 2025Q3: 45,607 shares 45,607 $415K <0.01% +331 Timeline XAR 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: 452 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 1,372 shares; 2025Q3: 1,755 shares 1,755 $412K <0.01% +383 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 150 shares; 2025Q1: 228 shares; 2025Q2: 781 shares; 2025Q3: 2,151 shares 2,151 $412K <0.01% +1,370 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,682 shares; 2024Q4: 48,183 shares; 2025Q1: 46,162 shares; 2025Q2: 46,404 shares; 2025Q3: 37,874 shares 37,874 $411K <0.01% -8,530 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 886 shares; 2025Q1: 2,807 shares; 2025Q2: 3,163 shares; 2025Q3: 2,824 shares 2,824 $411K <0.01% -339 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,915 shares; 2024Q4: 28,881 shares; 2025Q1: 27,353 shares; 2025Q2: 26,461 shares; 2025Q3: 23,689 shares 23,689 $411K <0.01% -2,772 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,654 shares; 2025Q1: 3,455 shares; 2025Q2: 4,411 shares; 2025Q3: 6,220 shares 6,220 $410K <0.01% +1,809 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 4,211 shares; 2025Q1: 4,212 shares; 2025Q2: 4,238 shares; 2025Q3: 4,680 shares 4,680 $410K <0.01% +442 Timeline ABRDN ETFS 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: not reported; 2024Q4: 57,580 shares; 2025Q1: 45,861 shares; 2025Q2: 31,029 shares; 2025Q3: 18,909 shares 18,909 $409K <0.01% -12,120 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: 38,616 shares; 2024Q4: 45,792 shares; 2025Q1: 49,191 shares; 2025Q2: 50,691 shares; 2025Q3: 59,091 shares 59,091 $408K <0.01% +8,400 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 6,631 shares 6,631 $408K <0.01% +6,471 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 9,499 shares; 2025Q1: 9,136 shares; 2025Q2: 12,344 shares; 2025Q3: 14,156 shares 14,156 $408K <0.01% +1,812 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 1,007 shares; 2025Q1: 1,163 shares; 2025Q2: 5,664 shares; 2025Q3: 8,288 shares 8,288 $407K <0.01% +2,624 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 6,524 shares; 2025Q1: 8,061 shares; 2025Q2: 7,114 shares; 2025Q3: 8,615 shares 8,615 $407K <0.01% +1,501 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,887 shares; 2025Q1: 4,887 shares; 2025Q2: 4,887 shares; 2025Q3: 4,887 shares 4,887 $407K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 7,859 shares; 2025Q1: 7,704 shares; 2025Q2: 8,926 shares; 2025Q3: 9,373 shares 9,373 $405K <0.01% +447 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 512 shares; 2025Q1: 628 shares; 2025Q2: 2,434 shares; 2025Q3: 2,405 shares 2,405 $403K <0.01% -29 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 918 shares; 2025Q1: 865 shares; 2025Q2: 1,082 shares; 2025Q3: 1,267 shares 1,267 $402K <0.01% +185 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 162 shares; 2025Q1: 109 shares; 2025Q2: 1,463 shares; 2025Q3: 2,910 shares 2,910 $402K <0.01% +1,447 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 78,805 shares; 2025Q1: 61,608 shares; 2025Q2: 42,017 shares; 2025Q3: 25,579 shares 25,579 $402K <0.01% -16,438 Timeline IYC 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: 912 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 3,830 shares 3,830 $401K <0.01% +2,650 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,613 shares; 2025Q1: 2,986 shares; 2025Q2: 6,871 shares; 2025Q3: 7,323 shares 7,323 $401K <0.01% +452 Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,000 shares; 2025Q1: 68,501 shares; 2025Q2: 69,210 shares; 2025Q3: 69,647 shares 69,647 $400K <0.01% +437 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 548 shares; 2025Q1: 1,017 shares; 2025Q2: 2,179 shares; 2025Q3: 2,840 shares 2,840 $398K <0.01% +661 Timeline CMCL CALEDONIA MNG CORP More: the full row for CALEDONIA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,951 shares 10,951 $397K <0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 621 shares; 2025Q1: 732 shares; 2025Q2: 1,564 shares; 2025Q3: 2,097 shares 2,097 $396K <0.01% +533 Timeline LABU 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: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 4,225 shares; 2025Q3: 4,225 shares 4,225 $396K <0.01% 0 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 14,466 shares; 2025Q1: 14,498 shares; 2025Q2: 14,594 shares; 2025Q3: 15,030 shares 15,030 $395K <0.01% +436 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,900 shares; 2025Q1: 1,774 shares; 2025Q2: 3,046 shares; 2025Q3: 9,754 shares 9,754 $395K <0.01% +6,708 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,603 shares; 2025Q1: 3,288 shares; 2025Q2: 3,580 shares; 2025Q3: 3,749 shares 3,749 $394K <0.01% +169 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 6,044 shares; 2025Q1: 5,276 shares; 2025Q2: 2,386 shares; 2025Q3: 3,284 shares 3,284 $394K <0.01% +898 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,220 shares; 2025Q1: 2,228 shares; 2025Q2: 4,550 shares; 2025Q3: 5,035 shares 5,035 $392K <0.01% +485 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,116 shares; 2024Q4: 18,116 shares; 2025Q1: 18,116 shares; 2025Q2: 18,118 shares; 2025Q3: 30,162 shares 30,162 $392K <0.01% +12,044 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,001 shares 7,001 $391K <0.01% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,366 shares; 2024Q4: 7,203 shares; 2025Q1: 6,937 shares; 2025Q2: 8,134 shares; 2025Q3: 7,130 shares 7,130 $390K <0.01% -1,004 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 31,684 shares; 2025Q3: 31,754 shares 31,754 $390K <0.01% +70 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 3,903 shares; 2025Q3: 3,903 shares 3,903 $389K <0.01% 0 Timeline EMNT 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: 1,048 shares; 2024Q4: 1,013 shares; 2025Q1: 3,982 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares 3,930 $389K <0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,844 shares; 2025Q1: 10,912 shares; 2025Q2: 21,598 shares; 2025Q3: 24,040 shares 24,040 $388K <0.01% +2,442 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: 8,212 shares; 2024Q4: 8,168 shares; 2025Q1: 8,897 shares; 2025Q2: 13,585 shares; 2025Q3: 15,762 shares 15,762 $388K <0.01% +2,177 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 7,562 shares; 2025Q1: 7,567 shares; 2025Q2: 7,574 shares; 2025Q3: 7,588 shares 7,588 $386K <0.01% +14 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 3,396 shares; 2025Q1: 3,218 shares; 2025Q2: 3,961 shares; 2025Q3: 5,332 shares 5,332 $385K <0.01% +1,371 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 5,387 shares; 2025Q1: 5,458 shares; 2025Q2: 6,535 shares; 2025Q3: 10,907 shares 10,907 $385K <0.01% +4,372 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,055 shares; 2025Q1: 1,121 shares; 2025Q2: 1,453 shares; 2025Q3: 2,373 shares 2,373 $382K <0.01% +920 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 20,381 shares; 2025Q1: 20,381 shares; 2025Q2: 20,381 shares; 2025Q3: 20,480 shares 20,480 $382K <0.01% +99 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: 3,222 shares; 2024Q4: 3,124 shares; 2025Q1: 3,046 shares; 2025Q2: 4,451 shares; 2025Q3: 4,041 shares 4,041 $381K <0.01% -410 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 15,566 shares; 2025Q1: 15,758 shares; 2025Q2: 16,022 shares; 2025Q3: 15,387 shares 15,387 $381K <0.01% -635 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 634 shares; 2025Q1: 720 shares; 2025Q2: 2,134 shares; 2025Q3: 3,796 shares 3,796 $380K <0.01% +1,662 Timeline DRIV 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: 12,512 shares; 2024Q4: 12,446 shares; 2025Q1: 10,971 shares; 2025Q2: 11,441 shares; 2025Q3: 13,434 shares 13,434 $380K <0.01% +1,993 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 9,891 shares; 2025Q1: 9,891 shares; 2025Q2: 9,891 shares; 2025Q3: 9,891 shares 9,891 $379K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,704 shares; 2024Q4: 7,522 shares; 2025Q1: 6,203 shares; 2025Q2: 7,238 shares; 2025Q3: 10,919 shares 10,919 $378K <0.01% +3,681 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: 5,479 shares; 2024Q4: 5,564 shares; 2025Q1: 7,418 shares; 2025Q2: 10,937 shares; 2025Q3: 12,147 shares 12,147 $378K <0.01% +1,210 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 14,515 shares; 2025Q1: 12,446 shares; 2025Q2: 9,988 shares; 2025Q3: 9,096 shares 9,096 $378K <0.01% -892 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 8,815 shares; 2025Q1: 8,439 shares; 2025Q2: 9,734 shares; 2025Q3: 10,492 shares 10,492 $378K <0.01% +758 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,591 shares; 2025Q1: 3,711 shares; 2025Q2: 16,827 shares; 2025Q3: 16,923 shares 16,923 $377K <0.01% +96 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: 103 shares; 2024Q4: 100 shares; 2025Q1: 111 shares; 2025Q2: 215 shares; 2025Q3: 251 shares 251 $376K <0.01% +36 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: 1,189 shares; 2024Q4: 3,480 shares; 2025Q1: 3,464 shares; 2025Q2: 4,524 shares; 2025Q3: 4,484 shares 4,484 $376K <0.01% -40 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: 465 shares; 2024Q4: 470 shares; 2025Q1: 465 shares; 2025Q2: 4,357 shares; 2025Q3: 4,406 shares 4,406 $374K <0.01% +49 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 2,401 shares; 2025Q3: 2,406 shares 2,406 $374K <0.01% +5 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 712 shares; 2025Q1: 955 shares; 2025Q2: 3,770 shares; 2025Q3: 3,093 shares 3,093 $371K <0.01% -677 Timeline URTH 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: 2,821 shares; 2024Q4: 2,836 shares; 2025Q1: 2,099 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares 2,026 $368K <0.01% 0 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: 2,390 shares; 2024Q4: 2,753 shares; 2025Q1: 3,682 shares; 2025Q2: 4,386 shares; 2025Q3: 5,971 shares 5,971 $367K <0.01% +1,585 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,241 shares; 2024Q4: 5,420 shares; 2025Q1: 4,846 shares; 2025Q2: 4,850 shares; 2025Q3: 4,854 shares 4,854 $367K <0.01% +4 Timeline