EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 59,569 shares; 2025Q3: 59,181 shares; 2025Q4: 44,843 shares 44,843 $2.08M 0.01% -14,338 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,546 shares; 2024Q4: 25,493 shares; 2025Q1: 50,247 shares; 2025Q2: 43,844 shares; 2025Q3: 44,668 shares; 2025Q4: 46,569 shares 46,569 $2.07M 0.01% +1,901 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 17 shares; 2025Q1: 20 shares; 2025Q2: 3,534 shares; 2025Q3: 3,548 shares; 2025Q4: 3,558 shares 3,558 $2.07M 0.01% +10 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,390 shares; 2024Q4: 44,356 shares; 2025Q1: 44,731 shares; 2025Q2: 43,755 shares; 2025Q3: 41,660 shares; 2025Q4: 40,086 shares 40,086 $2.05M 0.01% -1,574 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,080 shares; 2024Q4: 8,101 shares; 2025Q1: 8,544 shares; 2025Q2: 9,440 shares; 2025Q3: 9,549 shares; 2025Q4: 14,873 shares 14,873 $2.05M 0.01% +5,324 Timeline TARGET CORP TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,922 shares 20,922 $2.05M 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 14,928 shares; 2025Q1: 19,398 shares; 2025Q2: 56,767 shares; 2025Q3: 41,438 shares; 2025Q4: 43,137 shares 43,137 $2.03M 0.01% +1,699 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 11 shares; 2025Q1: 47 shares; 2025Q2: 542 shares; 2025Q3: 7,631 shares; 2025Q4: 6,590 shares 6,590 $2.02M 0.01% -1,041 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,951 shares; 2025Q1: 2,043 shares; 2025Q2: 2,472 shares; 2025Q3: 2,561 shares; 2025Q4: 3,860 shares 3,860 $2.02M 0.01% +1,299 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 8,225 shares; 2025Q1: 8,402 shares; 2025Q2: 14,451 shares; 2025Q3: 14,209 shares; 2025Q4: 23,108 shares 23,108 $2.01M 0.01% +8,899 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,874 shares; 2024Q4: 67,366 shares; 2025Q1: 69,515 shares; 2025Q2: 65,977 shares; 2025Q3: 72,669 shares; 2025Q4: 87,820 shares 87,820 $2.01M 0.01% +15,151 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,869 shares; 2024Q4: 52,037 shares; 2025Q1: 51,919 shares; 2025Q2: 52,064 shares; 2025Q3: 51,855 shares; 2025Q4: 52,600 shares 52,600 $2M 0.01% +745 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,954 shares; 2024Q4: 74,653 shares; 2025Q1: 70,302 shares; 2025Q2: 67,657 shares; 2025Q3: 59,469 shares; 2025Q4: 58,017 shares 58,017 $2M 0.01% -1,452 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 12,911 shares; 2025Q1: 10,559 shares; 2025Q2: 9,642 shares; 2025Q3: 9,390 shares; 2025Q4: 9,226 shares 9,226 $1.98M 0.01% -164 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 6,358 shares; 2025Q1: 6,079 shares; 2025Q2: 6,189 shares; 2025Q3: 6,596 shares; 2025Q4: 6,563 shares 6,563 $1.98M 0.01% -33 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 32 shares; 2025Q1: 54 shares; 2025Q2: 20,998 shares; 2025Q3: 21,004 shares; 2025Q4: 21,035 shares 21,035 $1.98M 0.01% +31 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 10,163 shares; 2025Q1: 10,329 shares; 2025Q2: 14,107 shares; 2025Q3: 13,902 shares; 2025Q4: 13,061 shares 13,061 $1.98M 0.01% -841 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,829 shares; 2025Q1: 113,739 shares; 2025Q2: 76,289 shares; 2025Q3: 44,288 shares; 2025Q4: 34,807 shares 34,807 $1.97M 0.01% -9,481 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 3,226 shares; 2025Q1: 3,961 shares; 2025Q2: 4,207 shares; 2025Q3: 8,258 shares; 2025Q4: 22,904 shares 22,904 $1.96M 0.01% +14,646 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,121 shares; 2024Q4: 12,362 shares; 2025Q1: 31,128 shares; 2025Q2: 29,295 shares; 2025Q3: 27,871 shares; 2025Q4: 27,378 shares 27,378 $1.96M 0.01% -493 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 10,919 shares; 2025Q1: 15,678 shares; 2025Q2: 17,090 shares; 2025Q3: 16,967 shares; 2025Q4: 17,341 shares 17,341 $1.96M 0.01% +374 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 11,285 shares; 2025Q1: 31,950 shares; 2025Q2: 31,972 shares; 2025Q3: 31,919 shares; 2025Q4: 31,151 shares 31,151 $1.95M 0.01% -768 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,650 shares; 2024Q4: 94,203 shares; 2025Q1: 88,138 shares; 2025Q2: 98,398 shares; 2025Q3: 97,773 shares; 2025Q4: 94,604 shares 94,604 $1.95M 0.01% -3,169 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,323 shares; 2024Q4: 53,128 shares; 2025Q1: 51,267 shares; 2025Q2: 50,551 shares; 2025Q3: 50,685 shares; 2025Q4: 49,456 shares 49,456 $1.92M 0.01% -1,229 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,907 shares; 2024Q4: 14,506 shares; 2025Q1: 14,282 shares; 2025Q2: 13,222 shares; 2025Q3: 13,111 shares; 2025Q4: 12,832 shares 12,832 $1.91M 0.01% -279 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,916 shares; 2024Q4: 4,972 shares; 2025Q1: 5,021 shares; 2025Q2: 11,012 shares; 2025Q3: 11,386 shares; 2025Q4: 11,254 shares 11,254 $1.91M 0.01% -132 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 7,716 shares; 2025Q1: 22,558 shares; 2025Q2: 24,279 shares; 2025Q3: 50,501 shares; 2025Q4: 49,680 shares 49,680 $1.91M 0.01% -821 Timeline FORTINET INC FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,924 shares 23,924 $1.9M 0.01% new SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,688 shares; 2024Q4: 29,018 shares; 2025Q1: 33,929 shares; 2025Q2: 38,541 shares; 2025Q3: 39,503 shares; 2025Q4: 25,688 shares 25,688 $1.89M 0.01% -13,815 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,641 shares; 2024Q4: 6,486 shares; 2025Q1: 6,429 shares; 2025Q2: 6,009 shares; 2025Q3: 6,146 shares; 2025Q4: 4,804 shares 4,804 $1.87M 0.01% -1,342 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,267 shares; 2024Q4: 14,772 shares; 2025Q1: 13,321 shares; 2025Q2: 16,894 shares; 2025Q3: 15,806 shares; 2025Q4: 15,545 shares 15,545 $1.86M 0.01% -261 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 6,544 shares; 2025Q1: 6,581 shares; 2025Q2: 12,055 shares; 2025Q3: 11,127 shares; 2025Q4: 9,478 shares 9,478 $1.84M 0.01% -1,649 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 17,587 shares; 2025Q1: 13,544 shares; 2025Q2: 13,373 shares; 2025Q3: 13,681 shares; 2025Q4: 17,255 shares 17,255 $1.82M 0.01% +3,574 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,346 shares; 2024Q4: 72,127 shares; 2025Q1: 65,760 shares; 2025Q2: 56,295 shares; 2025Q3: 58,159 shares; 2025Q4: 55,446 shares 55,446 $1.82M 0.01% -2,713 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,129 shares; 2025Q1: 88,023 shares; 2025Q2: 87,323 shares; 2025Q3: 88,167 shares; 2025Q4: 88,084 shares 88,084 $1.81M 0.01% -83 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,220 shares; 2024Q4: 24,741 shares; 2025Q1: 25,392 shares; 2025Q2: 24,311 shares; 2025Q3: 24,243 shares; 2025Q4: 16,458 shares 16,458 $1.81M 0.01% -7,785 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 9,105 shares; 2025Q1: 9,039 shares; 2025Q2: 13,956 shares; 2025Q3: 9,871 shares; 2025Q4: 16,667 shares 16,667 $1.78M 0.01% +6,796 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 12,469 shares; 2025Q1: 12,562 shares; 2025Q2: 22,865 shares; 2025Q3: 26,167 shares; 2025Q4: 34,998 shares 34,998 $1.78M 0.01% +8,831 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 19,661 shares; 2025Q1: 19,477 shares; 2025Q2: 15,382 shares; 2025Q3: 17,946 shares; 2025Q4: 17,555 shares 17,555 $1.76M 0.01% -391 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,616 shares; 2025Q1: 14,960 shares; 2025Q2: 19,938 shares; 2025Q3: 24,247 shares; 2025Q4: 35,313 shares 35,313 $1.76M 0.01% +11,066 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 287 shares; 2025Q1: 322 shares; 2025Q2: 15,553 shares; 2025Q3: 15,277 shares; 2025Q4: 16,343 shares 16,343 $1.76M 0.01% +1,066 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,003 shares; 2024Q4: 21,229 shares; 2025Q1: 21,538 shares; 2025Q2: 28,616 shares; 2025Q3: 31,423 shares; 2025Q4: 29,484 shares 29,484 $1.73M 0.01% -1,939 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 9,821 shares; 2025Q1: 41,679 shares; 2025Q2: 37,019 shares; 2025Q3: 37,033 shares; 2025Q4: 36,436 shares 36,436 $1.72M 0.01% -597 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,190 shares; 2024Q4: 35,804 shares; 2025Q1: 33,597 shares; 2025Q2: 30,985 shares; 2025Q3: 29,740 shares; 2025Q4: 29,128 shares 29,128 $1.71M 0.01% -612 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 4,290 shares; 2025Q1: 4,246 shares; 2025Q2: 5,925 shares; 2025Q3: 5,979 shares; 2025Q4: 5,648 shares 5,648 $1.71M 0.01% -331 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,389 shares; 2025Q1: 2,085 shares; 2025Q2: 89,086 shares; 2025Q3: 89,063 shares; 2025Q4: 84,549 shares 84,549 $1.69M 0.01% -4,514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,872 shares; 2024Q4: 15,809 shares; 2025Q1: 21,888 shares; 2025Q2: 18,798 shares; 2025Q3: 18,952 shares; 2025Q4: 18,784 shares 18,784 $1.69M 0.01% -168 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 958 shares; 2025Q1: 821 shares; 2025Q2: 994 shares; 2025Q3: 1,496 shares; 2025Q4: 2,183 shares 2,183 $1.69M 0.01% +687 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,261 shares; 2024Q4: 44,754 shares; 2025Q1: 42,327 shares; 2025Q2: 31,154 shares; 2025Q3: 29,581 shares; 2025Q4: 26,869 shares 26,869 $1.67M 0.01% -2,712 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,548 shares; 2025Q1: 4,468 shares; 2025Q2: 4,524 shares; 2025Q3: 3,857 shares; 2025Q4: 3,392 shares 3,392 $1.66M 0.01% -465 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 4,629 shares; 2025Q1: 4,590 shares; 2025Q2: 5,115 shares; 2025Q3: 5,529 shares; 2025Q4: 6,751 shares 6,751 $1.66M 0.01% +1,222 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,233 shares; 2024Q4: 18,555 shares; 2025Q1: 17,463 shares; 2025Q2: 20,949 shares; 2025Q3: 21,467 shares; 2025Q4: 27,589 shares 27,589 $1.66M 0.01% +6,122 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 276 shares; 2025Q1: 563 shares; 2025Q2: 8,719 shares; 2025Q3: 40,952 shares; 2025Q4: 37,087 shares 37,087 $1.64M 0.01% -3,865 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,807 shares; 2025Q1: 2,446 shares; 2025Q2: 2,548 shares; 2025Q3: 2,725 shares; 2025Q4: 7,548 shares 7,548 $1.64M 0.01% +4,823 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,780 shares; 2025Q1: 7,016 shares; 2025Q2: 10,839 shares; 2025Q3: 13,041 shares; 2025Q4: 14,532 shares 14,532 $1.63M 0.01% +1,491 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 631 shares; 2025Q1: 638 shares; 2025Q2: 5,631 shares; 2025Q3: 5,779 shares; 2025Q4: 6,467 shares 6,467 $1.62M 0.01% +688 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,619 shares; 2024Q4: 27,315 shares; 2025Q1: 25,968 shares; 2025Q2: 24,087 shares; 2025Q3: 23,788 shares; 2025Q4: 24,950 shares 24,950 $1.62M 0.01% +1,162 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 4,717 shares; 2025Q1: 4,776 shares; 2025Q2: 5,032 shares; 2025Q3: 5,034 shares; 2025Q4: 4,990 shares 4,990 $1.62M 0.01% -44 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 9,474 shares; 2025Q1: 9,181 shares; 2025Q2: 59,919 shares; 2025Q3: 59,919 shares; 2025Q4: 73,586 shares 73,586 $1.61M 0.01% +13,667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 46,039 shares; 2025Q4: 65,121 shares 65,121 $1.61M 0.01% +19,082 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,443 shares; 2025Q1: 1,545 shares; 2025Q2: 3,493 shares; 2025Q3: 3,928 shares; 2025Q4: 4,205 shares 4,205 $1.61M 0.01% +277 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,173 shares; 2024Q4: 28,597 shares; 2025Q1: 28,171 shares; 2025Q2: 25,316 shares; 2025Q3: 22,200 shares; 2025Q4: 20,806 shares 20,806 $1.6M 0.01% -1,394 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 4,803 shares; 2025Q1: 6,037 shares; 2025Q2: 12,090 shares; 2025Q3: 13,155 shares; 2025Q4: 16,023 shares 16,023 $1.6M 0.01% +2,868 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 12,927 shares; 2025Q1: 51,783 shares; 2025Q2: 56,896 shares; 2025Q3: 59,698 shares; 2025Q4: 60,788 shares 60,788 $1.6M 0.01% +1,090 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,975 shares; 2025Q2: 594,742 shares; 2025Q3: 57,091 shares; 2025Q4: 52,694 shares 52,694 $1.57M 0.01% -4,397 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 4,928 shares; 2025Q1: 4,934 shares; 2025Q2: 4,934 shares; 2025Q3: 5,887 shares; 2025Q4: 6,488 shares 6,488 $1.55M 0.01% +601 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,688 shares 31,688 $1.54M 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,571 shares; 2024Q4: 77,286 shares; 2025Q1: 75,970 shares; 2025Q2: 73,565 shares; 2025Q3: 49,943 shares; 2025Q4: 45,346 shares 45,346 $1.53M 0.01% -4,597 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 7,617 shares; 2025Q1: 7,617 shares; 2025Q2: 10,543 shares; 2025Q3: 10,762 shares; 2025Q4: 10,720 shares 10,720 $1.51M 0.01% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 10,823 shares; 2025Q1: 8,344 shares; 2025Q2: 13,083 shares; 2025Q3: 16,860 shares; 2025Q4: 18,491 shares 18,491 $1.5M 0.01% +1,631 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 9,292 shares; 2025Q1: 9,294 shares; 2025Q2: 9,298 shares; 2025Q3: 9,382 shares; 2025Q4: 9,383 shares 9,383 $1.5M 0.01% +1 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 683 shares; 2025Q1: 714 shares; 2025Q2: 1,446 shares; 2025Q3: 3,299 shares; 2025Q4: 17,350 shares 17,350 $1.5M 0.01% +14,051 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 21,444 shares; 2025Q3: 21,094 shares; 2025Q4: 15,215 shares 15,215 $1.5M 0.01% -5,879 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,257 shares; 2024Q4: 37,314 shares; 2025Q1: 35,271 shares; 2025Q2: 33,928 shares; 2025Q3: 31,872 shares; 2025Q4: 29,523 shares 29,523 $1.48M 0.01% -2,349 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 2,576 shares; 2025Q1: 2,586 shares; 2025Q2: 24,847 shares; 2025Q3: 26,352 shares; 2025Q4: 27,594 shares 27,594 $1.47M 0.01% +1,242 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,307 shares; 2024Q4: 12,768 shares; 2025Q1: 12,586 shares; 2025Q2: 15,850 shares; 2025Q3: 16,153 shares; 2025Q4: 15,951 shares 15,951 $1.47M 0.01% -202 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,710 shares; 2025Q1: 4,948 shares; 2025Q2: 3,748 shares; 2025Q3: 4,087 shares; 2025Q4: 24,589 shares 24,589 $1.46M 0.01% +20,502 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,146 shares; 2025Q1: 1,037 shares; 2025Q2: 1,051 shares; 2025Q3: 1,325 shares; 2025Q4: 14,832 shares 14,832 $1.45M 0.01% +13,507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,810 shares; 2024Q4: 34,717 shares; 2025Q1: 34,364 shares; 2025Q2: 37,437 shares; 2025Q3: 34,329 shares; 2025Q4: 39,075 shares 39,075 $1.45M 0.01% +4,746 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,355 shares; 2025Q1: 1,519 shares; 2025Q2: 1,939 shares; 2025Q3: 2,964 shares; 2025Q4: 10,886 shares 10,886 $1.45M 0.01% +7,922 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 19,800 shares; 2025Q1: 16,845 shares; 2025Q2: 34,230 shares; 2025Q3: 32,103 shares; 2025Q4: 24,608 shares 24,608 $1.44M 0.01% -7,495 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 4,429 shares; 2025Q1: 6,523 shares; 2025Q2: 4,940 shares; 2025Q3: 5,656 shares; 2025Q4: 11,971 shares 11,971 $1.43M 0.01% +6,315 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,189 shares; 2025Q1: 1,228 shares; 2025Q2: 12,227 shares; 2025Q3: 12,270 shares; 2025Q4: 24,542 shares 24,542 $1.42M 0.01% +12,272 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,913 shares; 2025Q1: 6,303 shares; 2025Q2: 10,270 shares; 2025Q3: 10,530 shares; 2025Q4: 11,816 shares 11,816 $1.41M 0.01% +1,286 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 19,341 shares; 2025Q1: 26,455 shares; 2025Q2: 42,226 shares; 2025Q3: 37,136 shares; 2025Q4: 40,424 shares 40,424 $1.4M 0.01% +3,288 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 4,372 shares; 2025Q1: 4,522 shares; 2025Q2: 4,701 shares; 2025Q3: 4,803 shares; 2025Q4: 5,065 shares 5,065 $1.4M 0.01% +262 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,152 shares; 2024Q4: 82,482 shares; 2025Q1: 60,182 shares; 2025Q2: 60,174 shares; 2025Q3: 61,372 shares; 2025Q4: 61,249 shares 61,249 $1.39M 0.01% -123 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 6,675 shares; 2025Q1: 5,720 shares; 2025Q2: 6,530 shares; 2025Q3: 6,439 shares; 2025Q4: 6,863 shares 6,863 $1.39M 0.01% +424 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,133 shares; 2025Q1: 4,387 shares; 2025Q2: 10,656 shares; 2025Q3: 18,951 shares; 2025Q4: 33,670 shares 33,670 $1.39M 0.01% +14,719 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,468 shares; 2024Q4: 19,912 shares; 2025Q1: 21,773 shares; 2025Q2: 24,034 shares; 2025Q3: 15,695 shares; 2025Q4: 28,408 shares 28,408 $1.37M 0.01% +12,713 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 15,150 shares; 2025Q1: 14,140 shares; 2025Q2: 14,568 shares; 2025Q3: 14,396 shares; 2025Q4: 13,601 shares 13,601 $1.37M 0.01% -795 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,788 shares; 2024Q4: 23,697 shares; 2025Q1: 22,387 shares; 2025Q2: 22,852 shares; 2025Q3: 23,997 shares; 2025Q4: 25,309 shares 25,309 $1.36M 0.01% +1,312 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 14,956 shares; 2025Q1: 21,734 shares; 2025Q2: 21,730 shares; 2025Q3: 21,731 shares; 2025Q4: 21,736 shares 21,736 $1.36M 0.01% +5 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 483 shares; 2025Q1: 507 shares; 2025Q2: 3,743 shares; 2025Q3: 3,882 shares; 2025Q4: 3,928 shares 3,928 $1.35M 0.01% +46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,629 shares; 2024Q4: 97,219 shares; 2025Q1: 89,908 shares; 2025Q2: 70,040 shares; 2025Q3: 63,070 shares; 2025Q4: 59,604 shares 59,604 $1.35M 0.01% -3,466 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,832 shares; 2024Q4: 9,999 shares; 2025Q1: 9,440 shares; 2025Q2: 11,950 shares; 2025Q3: 11,932 shares; 2025Q4: 18,286 shares 18,286 $1.35M 0.01% +6,354 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 10,844 shares; 2025Q1: 11,693 shares; 2025Q2: 14,599 shares; 2025Q3: 15,022 shares; 2025Q4: 16,775 shares 16,775 $1.35M 0.01% +1,753 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 2,318 shares; 2025Q1: 2,208 shares; 2025Q2: 5,069 shares; 2025Q3: 5,275 shares; 2025Q4: 6,043 shares 6,043 $1.34M 0.01% +768 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,113 shares; 2024Q4: 15,585 shares; 2025Q1: 16,448 shares; 2025Q2: 40,485 shares; 2025Q3: 40,544 shares; 2025Q4: 41,086 shares 41,086 $1.34M 0.01% +542 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 204 shares; 2025Q1: 208 shares; 2025Q2: 1,759 shares; 2025Q3: 2,138 shares; 2025Q4: 1,751 shares 1,751 $1.34M 0.01% -387 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,437 shares; 2024Q4: 170,106 shares; 2025Q1: 155,224 shares; 2025Q2: 155,519 shares; 2025Q3: 156,382 shares; 2025Q4: 113,077 shares 113,077 $1.34M 0.01% -43,305 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 556 shares; 2025Q1: 636 shares; 2025Q2: 15,261 shares; 2025Q3: 15,480 shares; 2025Q4: 14,620 shares 14,620 $1.33M 0.01% -860 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 10,777 shares; 2025Q1: 10,221 shares; 2025Q2: 11,760 shares; 2025Q3: 11,884 shares; 2025Q4: 11,877 shares 11,877 $1.33M 0.01% -7 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,437 shares; 2024Q4: 29,033 shares; 2025Q1: 28,750 shares; 2025Q2: 28,978 shares; 2025Q3: 31,750 shares; 2025Q4: 33,899 shares 33,899 $1.33M 0.01% +2,149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,561 shares; 2025Q1: 1,576 shares; 2025Q2: 5,456 shares; 2025Q3: 8,510 shares; 2025Q4: 9,213 shares 9,213 $1.33M 0.01% +703 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 1,288 shares; 2025Q1: 1,866 shares; 2025Q2: 5,813 shares; 2025Q3: 5,237 shares; 2025Q4: 5,241 shares 5,241 $1.32M 0.01% +4 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,676 shares; 2024Q4: 13,699 shares; 2025Q1: 15,313 shares; 2025Q2: 17,523 shares; 2025Q3: 18,441 shares; 2025Q4: 19,330 shares 19,330 $1.3M 0.01% +889 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,949 shares; 2024Q4: 5,268 shares; 2025Q1: 7,058 shares; 2025Q2: 5,504 shares; 2025Q3: 6,537 shares; 2025Q4: 28,558 shares 28,558 $1.29M 0.01% +22,021 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 6,547 shares; 2025Q1: 6,615 shares; 2025Q2: 11,746 shares; 2025Q3: 12,139 shares; 2025Q4: 13,312 shares 13,312 $1.29M 0.01% +1,173 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,710 shares; 2025Q1: 3,938 shares; 2025Q2: 10,855 shares; 2025Q3: 11,063 shares; 2025Q4: 4,979 shares 4,979 $1.29M 0.01% -6,084 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 4,441 shares; 2025Q1: 3,965 shares; 2025Q2: 21,061 shares; 2025Q3: 27,749 shares; 2025Q4: 24,180 shares 24,180 $1.28M 0.01% -3,569 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 5,844 shares; 2025Q1: 6,149 shares; 2025Q2: 10,712 shares; 2025Q3: 10,077 shares; 2025Q4: 12,862 shares 12,862 $1.28M 0.01% +2,785 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,801 shares; 2024Q4: 22,834 shares; 2025Q1: 23,219 shares; 2025Q2: 25,479 shares; 2025Q3: 26,167 shares; 2025Q4: 29,274 shares 29,274 $1.28M 0.01% +3,107 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 61,571 shares; 2025Q1: 50,488 shares; 2025Q2: 32,409 shares; 2025Q3: 17,334 shares; 2025Q4: 14,420 shares 14,420 $1.26M 0.01% -2,914 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,841 shares; 2024Q4: 19,360 shares; 2025Q1: 21,934 shares; 2025Q2: 23,246 shares; 2025Q3: 24,383 shares; 2025Q4: 27,020 shares 27,020 $1.26M 0.01% +2,637 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 22 shares; 2025Q2: 7,343 shares; 2025Q3: 7,290 shares; 2025Q4: 7,053 shares 7,053 $1.26M 0.01% -237 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 761 shares; 2025Q1: 873 shares; 2025Q2: 6,457 shares; 2025Q3: 6,572 shares; 2025Q4: 6,878 shares 6,878 $1.25M 0.01% +306 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 57,294 shares; 2025Q3: 57,294 shares; 2025Q4: 62,321 shares 62,321 $1.24M 0.01% +5,027 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,940 shares; 2024Q4: 43,620 shares; 2025Q1: 45,347 shares; 2025Q2: 51,355 shares; 2025Q3: 54,213 shares; 2025Q4: 51,467 shares 51,467 $1.24M 0.01% -2,746 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,887 shares; 2024Q4: 20,305 shares; 2025Q1: 20,313 shares; 2025Q2: 23,066 shares; 2025Q3: 20,948 shares; 2025Q4: 21,655 shares 21,655 $1.23M 0.01% +707 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,634 shares; 2024Q4: 52,785 shares; 2025Q1: 52,787 shares; 2025Q2: 52,787 shares; 2025Q3: 52,987 shares; 2025Q4: 52,384 shares 52,384 $1.22M 0.01% -603 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,686 shares; 2024Q4: 317,736 shares; 2025Q1: 246,086 shares; 2025Q2: 193,895 shares; 2025Q3: 124,147 shares; 2025Q4: 113,897 shares 113,897 $1.22M 0.01% -10,250 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,197 shares; 2024Q4: 29,297 shares; 2025Q1: 26,812 shares; 2025Q2: 27,210 shares; 2025Q3: 32,765 shares; 2025Q4: 31,911 shares 31,911 $1.21M <0.01% -854 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,444 shares; 2025Q1: 1,441 shares; 2025Q2: 2,422 shares; 2025Q3: 2,530 shares; 2025Q4: 5,326 shares 5,326 $1.21M <0.01% +2,796 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,580 shares; 2024Q4: 22,719 shares; 2025Q1: 45,640 shares; 2025Q2: 69,507 shares; 2025Q3: 69,692 shares; 2025Q4: 49,765 shares 49,765 $1.21M <0.01% -19,927 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 4,015 shares; 2025Q1: 4,036 shares; 2025Q2: 4,179 shares; 2025Q3: 2,735 shares; 2025Q4: 2,706 shares 2,706 $1.2M <0.01% -29 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 3,718 shares; 2025Q1: 3,119 shares; 2025Q2: 4,949 shares; 2025Q3: 5,087 shares; 2025Q4: 4,838 shares 4,838 $1.2M <0.01% -249 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,861 shares; 2025Q1: 4,037 shares; 2025Q2: 4,021 shares; 2025Q3: 4,192 shares; 2025Q4: 4,281 shares 4,281 $1.19M <0.01% +89 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,206 shares; 2025Q1: 2,207 shares; 2025Q2: 118,283 shares; 2025Q3: 118,284 shares; 2025Q4: 125,244 shares 125,244 $1.19M <0.01% +6,960 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 7,122 shares; 2025Q1: 7,189 shares; 2025Q2: 8,152 shares; 2025Q3: 6,193 shares; 2025Q4: 6,530 shares 6,530 $1.19M <0.01% +337 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,222 shares; 2024Q4: 29,530 shares; 2025Q1: 28,648 shares; 2025Q2: 31,307 shares; 2025Q3: 30,475 shares; 2025Q4: 28,746 shares 28,746 $1.19M <0.01% -1,729 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 10,671 shares; 2025Q1: 29,986 shares; 2025Q2: 28,333 shares; 2025Q3: 29,169 shares; 2025Q4: 28,694 shares 28,694 $1.18M <0.01% -475 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,096 shares; 2024Q4: 29,243 shares; 2025Q1: 28,304 shares; 2025Q2: 29,434 shares; 2025Q3: 26,802 shares; 2025Q4: 25,840 shares 25,840 $1.17M <0.01% -962 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 6,912 shares; 2025Q1: 7,107 shares; 2025Q2: 64,674 shares; 2025Q3: 66,701 shares; 2025Q4: 58,040 shares 58,040 $1.17M <0.01% -8,661 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 1,165 shares; 2025Q1: 1,065 shares; 2025Q2: 1,497 shares; 2025Q3: 1,680 shares; 2025Q4: 1,882 shares 1,882 $1.17M <0.01% +202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 3,903 shares; 2025Q1: 3,922 shares; 2025Q2: 4,507 shares; 2025Q3: 4,595 shares; 2025Q4: 4,775 shares 4,775 $1.17M <0.01% +180 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,296 shares; 2024Q4: 32,990 shares; 2025Q1: 19,740 shares; 2025Q2: 19,474 shares; 2025Q3: 16,874 shares; 2025Q4: 21,826 shares 21,826 $1.17M <0.01% +4,952 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 16,690 shares; 2025Q1: 13,695 shares; 2025Q2: 10,708 shares; 2025Q3: 6,862 shares; 2025Q4: 6,310 shares 6,310 $1.17M <0.01% -552 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 19,273 shares; 2025Q1: 15,660 shares; 2025Q2: 15,729 shares; 2025Q3: 18,492 shares; 2025Q4: 20,316 shares 20,316 $1.17M <0.01% +1,824 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,657 shares; 2025Q3: 11,908 shares; 2025Q4: 16,709 shares 16,709 $1.17M <0.01% +4,801 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 6,647 shares; 2025Q1: 6,586 shares; 2025Q2: 7,325 shares; 2025Q3: 11,389 shares; 2025Q4: 8,526 shares 8,526 $1.16M <0.01% -2,863 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,438 shares; 2025Q1: 2,568 shares; 2025Q2: 5,241 shares; 2025Q3: 5,565 shares; 2025Q4: 8,990 shares 8,990 $1.16M <0.01% +3,425 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,636 shares 43,636 $1.16M <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 14,206 shares; 2025Q1: 13,960 shares; 2025Q2: 18,189 shares; 2025Q3: 18,238 shares; 2025Q4: 18,216 shares 18,216 $1.16M <0.01% -22 Timeline FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,583 shares 5,583 $1.15M <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,705 shares; 2024Q4: 2,005 shares; 2025Q1: 210,803 shares; 2025Q2: 227,581 shares; 2025Q3: 22,982 shares; 2025Q4: 21,337 shares 21,337 $1.15M <0.01% -1,645 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,039 shares; 2025Q1: 1,137 shares; 2025Q2: 8,132 shares; 2025Q3: 8,133 shares; 2025Q4: 16,266 shares 16,266 $1.15M <0.01% +8,133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,647 shares; 2025Q1: 1,646 shares; 2025Q2: 11,656 shares; 2025Q3: 12,426 shares; 2025Q4: 17,459 shares 17,459 $1.14M <0.01% +5,033 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,735 shares; 2025Q1: 3,677 shares; 2025Q2: 3,772 shares; 2025Q3: 4,011 shares; 2025Q4: 3,864 shares 3,864 $1.13M <0.01% -147 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,136 shares; 2024Q4: 17,566 shares; 2025Q1: 16,064 shares; 2025Q2: 16,410 shares; 2025Q3: 13,197 shares; 2025Q4: 13,120 shares 13,120 $1.13M <0.01% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,939 shares; 2024Q4: 12,400 shares; 2025Q1: 15,815 shares; 2025Q2: 12,434 shares; 2025Q3: 12,612 shares; 2025Q4: 25,938 shares 25,938 $1.12M <0.01% +13,326 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 3,897 shares; 2025Q1: 3,822 shares; 2025Q2: 4,653 shares; 2025Q3: 5,134 shares; 2025Q4: 6,050 shares 6,050 $1.12M <0.01% +916 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 925 shares; 2025Q1: 1,137 shares; 2025Q2: 5,838 shares; 2025Q3: 6,633 shares; 2025Q4: 6,937 shares 6,937 $1.12M <0.01% +304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,179 shares; 2025Q1: 14 shares; 2025Q2: 8,664 shares; 2025Q3: 30,756 shares; 2025Q4: 51,697 shares 51,697 $1.11M <0.01% +20,941 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 612 shares; 2025Q2: 15,831 shares; 2025Q3: 15,446 shares; 2025Q4: 13,773 shares 13,773 $1.11M <0.01% -1,673 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 7,954 shares; 2025Q1: 8,424 shares; 2025Q2: 9,368 shares; 2025Q3: 9,494 shares; 2025Q4: 11,920 shares 11,920 $1.1M <0.01% +2,426 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: 11,484 shares; 2025Q1: 11,402 shares; 2025Q2: 11,694 shares; 2025Q3: 10,766 shares; 2025Q4: 12,411 shares 12,411 $1.1M <0.01% +1,645 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,364 shares; 2025Q1: 1,444 shares; 2025Q2: 39,821 shares; 2025Q3: 12,346 shares; 2025Q4: 12,545 shares 12,545 $1.1M <0.01% +199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 2,188 shares; 2025Q1: 2,074 shares; 2025Q2: 2,770 shares; 2025Q3: 3,346 shares; 2025Q4: 3,809 shares 3,809 $1.09M <0.01% +463 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 7,559 shares; 2025Q1: 9,725 shares; 2025Q2: 12,232 shares; 2025Q3: 13,037 shares; 2025Q4: 23,360 shares 23,360 $1.09M <0.01% +10,323 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 4,314 shares; 2025Q1: 22,632 shares; 2025Q2: 22,286 shares; 2025Q3: 23,235 shares; 2025Q4: 23,093 shares 23,093 $1.09M <0.01% -142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 88 shares; 2025Q1: 235 shares; 2025Q2: 3,044 shares; 2025Q3: 4,387 shares; 2025Q4: 5,614 shares 5,614 $1.09M <0.01% +1,227 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,722 shares; 2025Q1: 7,547 shares; 2025Q2: 6,620 shares; 2025Q3: 6,523 shares; 2025Q4: 6,075 shares 6,075 $1.09M <0.01% -448 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,980 shares; 2024Q4: 25,786 shares; 2025Q1: 25,971 shares; 2025Q2: 26,199 shares; 2025Q3: 25,869 shares; 2025Q4: 26,187 shares 26,187 $1.09M <0.01% +318 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,421 shares; 2024Q4: 22,092 shares; 2025Q1: 17,493 shares; 2025Q2: 15,674 shares; 2025Q3: 15,812 shares; 2025Q4: 9,871 shares 9,871 $1.08M <0.01% -5,941 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,848 shares; 2024Q4: 14,595 shares; 2025Q1: 13,844 shares; 2025Q2: 12,785 shares; 2025Q3: 12,598 shares; 2025Q4: 12,816 shares 12,816 $1.08M <0.01% +218 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,314 shares; 2024Q4: 43,276 shares; 2025Q1: 42,063 shares; 2025Q2: 43,231 shares; 2025Q3: 51,239 shares; 2025Q4: 48,577 shares 48,577 $1.08M <0.01% -2,662 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 2,930 shares; 2025Q1: 10,149 shares; 2025Q2: 13,870 shares; 2025Q3: 13,048 shares; 2025Q4: 12,445 shares 12,445 $1.08M <0.01% -603 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,707 shares; 2024Q4: 17,907 shares; 2025Q1: 17,408 shares; 2025Q2: 17,755 shares; 2025Q3: 15,556 shares; 2025Q4: 17,178 shares 17,178 $1.08M <0.01% +1,622 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 4,944 shares; 2025Q1: 5,143 shares; 2025Q2: 6,415 shares; 2025Q3: 6,831 shares; 2025Q4: 8,476 shares 8,476 $1.08M <0.01% +1,645 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,714 shares; 2025Q1: 10,099 shares; 2025Q2: 18,259 shares; 2025Q3: 21,129 shares; 2025Q4: 23,770 shares 23,770 $1.08M <0.01% +2,641 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 3,597 shares; 2025Q1: 3,558 shares; 2025Q2: 7,065 shares; 2025Q3: 7,062 shares; 2025Q4: 7,365 shares 7,365 $1.08M <0.01% +303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 1,355 shares; 2025Q1: 1,310 shares; 2025Q2: 1,494 shares; 2025Q3: 2,569 shares; 2025Q4: 2,737 shares 2,737 $1.08M <0.01% +168 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 9,124 shares; 2025Q1: 15,333 shares; 2025Q2: 22,359 shares; 2025Q3: 22,394 shares; 2025Q4: 32,569 shares 32,569 $1.08M <0.01% +10,175 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 1,191 shares; 2025Q3: 2,454 shares; 2025Q4: 4,521 shares 4,521 $1.07M <0.01% +2,067 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,614 shares; 2025Q1: 2,968 shares; 2025Q2: 7,566 shares; 2025Q3: 8,151 shares; 2025Q4: 9,666 shares 9,666 $1.06M <0.01% +1,515 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,337 shares; 2024Q4: 25,191 shares; 2025Q1: 26,295 shares; 2025Q2: 26,870 shares; 2025Q3: 25,248 shares; 2025Q4: 26,172 shares 26,172 $1.05M <0.01% +924 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626 shares; 2025Q1: 1,480 shares; 2025Q2: 5,854 shares; 2025Q3: 18,159 shares; 2025Q4: 29,539 shares 29,539 $1.05M <0.01% +11,380 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 4,341 shares; 2025Q1: 4,389 shares; 2025Q2: 5,010 shares; 2025Q3: 4,993 shares; 2025Q4: 4,979 shares 4,979 $1.05M <0.01% -14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 2,509 shares; 2025Q1: 2,457 shares; 2025Q2: 8,804 shares; 2025Q3: 9,031 shares; 2025Q4: 8,954 shares 8,954 $1.05M <0.01% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,142 shares; 2024Q4: 25,674 shares; 2025Q1: 25,705 shares; 2025Q2: 33,851 shares; 2025Q3: 37,058 shares; 2025Q4: 31,028 shares 31,028 $1.04M <0.01% -6,030 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 3,771 shares; 2025Q1: 3,978 shares; 2025Q2: 4,345 shares; 2025Q3: 4,332 shares; 2025Q4: 5,038 shares 5,038 $1.04M <0.01% +706 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 493 shares; 2025Q1: 502 shares; 2025Q2: 4,886 shares; 2025Q3: 5,126 shares; 2025Q4: 5,014 shares 5,014 $1.04M <0.01% -112 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,054 shares; 2024Q4: 10,556 shares; 2025Q1: 7,696 shares; 2025Q2: 8,436 shares; 2025Q3: 9,414 shares; 2025Q4: 11,020 shares 11,020 $1.03M <0.01% +1,606 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,648 shares; 2025Q1: 5,723 shares; 2025Q2: 13,294 shares; 2025Q3: 17,653 shares; 2025Q4: 17,901 shares 17,901 $1.03M <0.01% +248 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 4,603 shares; 2025Q1: 4,814 shares; 2025Q2: 69,842 shares; 2025Q3: 77,554 shares; 2025Q4: 62,589 shares 62,589 $1.01M <0.01% -14,965 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,951 shares; 2025Q1: 32,920 shares; 2025Q2: 35,649 shares; 2025Q3: 34,891 shares; 2025Q4: 34,362 shares 34,362 $1.01M <0.01% -529 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 11,589 shares; 2025Q1: 21,219 shares; 2025Q2: 21,005 shares; 2025Q3: 21,012 shares; 2025Q4: 21,019 shares 21,019 $998K <0.01% +7 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,814 shares; 2025Q1: 2,711 shares; 2025Q2: 3,727 shares; 2025Q3: 5,856 shares; 2025Q4: 7,331 shares 7,331 $995K <0.01% +1,475 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 7,558 shares; 2025Q1: 7,303 shares; 2025Q2: 14,217 shares; 2025Q3: 14,129 shares; 2025Q4: 7,482 shares 7,482 $991K <0.01% -6,647 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 4,355 shares; 2025Q1: 9,009 shares; 2025Q2: 8,649 shares; 2025Q3: 8,644 shares; 2025Q4: 8,175 shares 8,175 $989K <0.01% -469 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 4,997 shares; 2025Q1: 4,792 shares; 2025Q2: 15,896 shares; 2025Q3: 16,204 shares; 2025Q4: 17,392 shares 17,392 $985K <0.01% +1,188 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 6,518 shares; 2025Q1: 6,598 shares; 2025Q2: 8,284 shares; 2025Q3: 7,820 shares; 2025Q4: 6,561 shares 6,561 $978K <0.01% -1,259 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 564 shares; 2025Q1: 605 shares; 2025Q2: 1,158 shares; 2025Q3: 2,463 shares; 2025Q4: 3,440 shares 3,440 $975K <0.01% +977 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,469 shares; 2024Q4: 20,471 shares; 2025Q1: 22,263 shares; 2025Q2: 32,992 shares; 2025Q3: 34,545 shares; 2025Q4: 31,899 shares 31,899 $974K <0.01% -2,646 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,796 shares; 2024Q4: 48,085 shares; 2025Q1: 48,323 shares; 2025Q2: 60,854 shares; 2025Q3: 57,847 shares; 2025Q4: 63,533 shares 63,533 $974K <0.01% +5,686 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 25,250 shares; 2025Q1: 23,963 shares; 2025Q2: 24,001 shares; 2025Q3: 22,888 shares; 2025Q4: 30,539 shares 30,539 $973K <0.01% +7,651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,197 shares; 2025Q1: 19,214 shares; 2025Q2: 19,314 shares; 2025Q3: 21,263 shares; 2025Q4: 18,595 shares 18,595 $972K <0.01% -2,668 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 3,612 shares; 2025Q1: 4,311 shares; 2025Q2: 6,062 shares; 2025Q3: 6,027 shares; 2025Q4: 6,868 shares 6,868 $969K <0.01% +841 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,201 shares; 2024Q4: 25,415 shares; 2025Q1: 21,761 shares; 2025Q2: 18,987 shares; 2025Q3: 18,322 shares; 2025Q4: 17,760 shares 17,760 $966K <0.01% -562 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,772 shares; 2024Q4: 64,867 shares; 2025Q1: 62,584 shares; 2025Q2: 58,497 shares; 2025Q3: 45,890 shares; 2025Q4: 20,103 shares 20,103 $952K <0.01% -25,787 Timeline CENCORA INC CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,809 shares 2,809 $949K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 13,793 shares; 2025Q1: 13,793 shares; 2025Q2: 13,907 shares; 2025Q3: 13,913 shares; 2025Q4: 13,901 shares 13,901 $948K <0.01% -12 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,874 shares; 2025Q1: 1,988 shares; 2025Q2: 5,584 shares; 2025Q3: 11,588 shares; 2025Q4: 20,633 shares 20,633 $947K <0.01% +9,045 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,156 shares; 2025Q1: 5,356 shares; 2025Q2: 12,457 shares; 2025Q3: 12,133 shares; 2025Q4: 11,027 shares 11,027 $943K <0.01% -1,106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,650 shares; 2025Q4: 35,252 shares 35,252 $943K <0.01% +17,602 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,432 shares; 2024Q4: 14,502 shares; 2025Q1: 14,515 shares; 2025Q2: 14,427 shares; 2025Q3: 11,802 shares; 2025Q4: 11,779 shares 11,779 $938K <0.01% -23 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 759 shares; 2025Q1: 762 shares; 2025Q2: 1,032 shares; 2025Q3: 1,165 shares; 2025Q4: 1,147 shares 1,147 $928K <0.01% -18 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,735 shares; 2025Q1: 9,461 shares; 2025Q2: 8,069 shares; 2025Q3: 7,119 shares; 2025Q4: 6,809 shares 6,809 $927K <0.01% -310 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,088 shares; 2025Q3: 5,114 shares; 2025Q4: 5,490 shares 5,490 $924K <0.01% +376 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 7,128 shares; 2025Q1: 6,791 shares; 2025Q2: 8,430 shares; 2025Q3: 9,250 shares; 2025Q4: 11,511 shares 11,511 $923K <0.01% +2,261 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 10,276 shares; 2025Q1: 9,608 shares; 2025Q2: 10,893 shares; 2025Q3: 11,724 shares; 2025Q4: 11,676 shares 11,676 $922K <0.01% -48 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,770 shares; 2024Q4: 19,919 shares; 2025Q1: 19,599 shares; 2025Q2: 19,622 shares; 2025Q3: 18,925 shares; 2025Q4: 18,543 shares 18,543 $920K <0.01% -382 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,120 shares; 2025Q1: 2,173 shares; 2025Q2: 2,108 shares; 2025Q3: 2,290 shares; 2025Q4: 2,595 shares 2,595 $916K <0.01% +305 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 32,413 shares; 2025Q1: 51,557 shares; 2025Q2: 52,956 shares; 2025Q3: 52,956 shares; 2025Q4: 23,438 shares 23,438 $915K <0.01% -29,518 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 166 shares; 2025Q1: 135 shares; 2025Q2: 2,980 shares; 2025Q3: 5,009 shares; 2025Q4: 6,439 shares 6,439 $913K <0.01% +1,430 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,515 shares; 2025Q1: 4,283 shares; 2025Q2: 4,893 shares; 2025Q3: 4,830 shares; 2025Q4: 5,605 shares 5,605 $908K <0.01% +775 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 2,810 shares; 2025Q1: 3,105 shares; 2025Q2: 7,038 shares; 2025Q3: 8,792 shares; 2025Q4: 11,624 shares 11,624 $900K <0.01% +2,832 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 2,591 shares; 2025Q1: 3,002 shares; 2025Q2: 3,574 shares; 2025Q3: 10,240 shares; 2025Q4: 15,199 shares 15,199 $888K <0.01% +4,959 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,298 shares; 2024Q4: 7,357 shares; 2025Q1: 7,305 shares; 2025Q2: 8,558 shares; 2025Q3: 8,429 shares; 2025Q4: 6,385 shares 6,385 $881K <0.01% -2,044 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 372 shares; 2025Q1: 409 shares; 2025Q2: 536 shares; 2025Q3: 686 shares; 2025Q4: 1,513 shares 1,513 $879K <0.01% +827 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,432 shares; 2024Q4: 36,330 shares; 2025Q1: 21,450 shares; 2025Q2: 42,474 shares; 2025Q3: 49,003 shares; 2025Q4: 49,744 shares 49,744 $872K <0.01% +741 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 14,993 shares; 2025Q1: 12,231 shares; 2025Q2: 10,558 shares; 2025Q3: 9,596 shares; 2025Q4: 9,021 shares 9,021 $869K <0.01% -575 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,548 shares; 2025Q1: 1,541 shares; 2025Q2: 2,600 shares; 2025Q3: 3,161 shares; 2025Q4: 5,343 shares 5,343 $866K <0.01% +2,182 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 750 shares; 2025Q1: 1,036 shares; 2025Q2: 3,319 shares; 2025Q3: 3,310 shares; 2025Q4: 3,306 shares 3,306 $865K <0.01% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,629 shares; 2024Q4: 8,816 shares; 2025Q1: 10,054 shares; 2025Q2: 18,138 shares; 2025Q3: 17,069 shares; 2025Q4: 14,171 shares 14,171 $856K <0.01% -2,898 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 466 shares; 2025Q1: 287 shares; 2025Q2: 38,559 shares; 2025Q3: 44,560 shares; 2025Q4: 44,733 shares 44,733 $856K <0.01% +173 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 7,218 shares; 2025Q1: 7,177 shares; 2025Q2: 7,440 shares; 2025Q3: 7,549 shares; 2025Q4: 7,433 shares 7,433 $846K <0.01% -116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,667 shares; 2024Q4: 17,833 shares; 2025Q1: 17,284 shares; 2025Q2: 17,487 shares; 2025Q3: 16,125 shares; 2025Q4: 13,921 shares 13,921 $845K <0.01% -2,204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 150 shares; 2025Q1: 347 shares; 2025Q2: 3,711 shares; 2025Q3: 4,551 shares; 2025Q4: 4,895 shares 4,895 $838K <0.01% +344 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,092 shares; 2025Q1: 6,246 shares; 2025Q2: 6,924 shares; 2025Q3: 7,055 shares; 2025Q4: 7,069 shares 7,069 $838K <0.01% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 6,471 shares; 2025Q1: 7,276 shares; 2025Q2: 6,828 shares; 2025Q3: 6,572 shares; 2025Q4: 6,598 shares 6,598 $831K <0.01% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,712 shares; 2025Q1: 33,332 shares; 2025Q2: 33,332 shares; 2025Q3: 33,432 shares; 2025Q4: 44,006 shares 44,006 $829K <0.01% +10,574 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 680 shares; 2025Q1: 1,002 shares; 2025Q2: 5,132 shares; 2025Q3: 3,524 shares; 2025Q4: 3,672 shares 3,672 $826K <0.01% +148 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 1,499 shares; 2025Q3: 4,358 shares; 2025Q4: 11,516 shares 11,516 $825K <0.01% +7,158 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,001 shares; 2025Q1: 1,085 shares; 2025Q2: 1,286 shares; 2025Q3: 1,415 shares; 2025Q4: 1,611 shares 1,611 $823K <0.01% +196 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,691 shares; 2025Q1: 9,415 shares; 2025Q2: 15,796 shares; 2025Q3: 17,958 shares; 2025Q4: 19,846 shares 19,846 $823K <0.01% +1,888 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,094 shares; 2024Q4: 3,144 shares; 2025Q1: 3,068 shares; 2025Q2: 3,365 shares; 2025Q3: 3,603 shares; 2025Q4: 3,841 shares 3,841 $822K <0.01% +238 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 3,895 shares; 2025Q1: 4,066 shares; 2025Q2: 3,810 shares; 2025Q3: 3,725 shares; 2025Q4: 3,936 shares 3,936 $816K <0.01% +211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,515 shares; 2025Q1: 4,271 shares; 2025Q2: 31,598 shares; 2025Q3: 33,776 shares; 2025Q4: 36,297 shares 36,297 $812K <0.01% +2,521 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 7,666 shares; 2025Q3: 60,939 shares; 2025Q4: 69,705 shares 69,705 $811K <0.01% +8,766 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 6,951 shares; 2025Q1: 7,559 shares; 2025Q2: 9,387 shares; 2025Q3: 8,471 shares; 2025Q4: 34,219 shares 34,219 $811K <0.01% +25,748 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 2,980 shares; 2025Q1: 3,167 shares; 2025Q2: 8,853 shares; 2025Q3: 9,466 shares; 2025Q4: 7,880 shares 7,880 $810K <0.01% -1,586 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 9,329 shares; 2025Q1: 9,329 shares; 2025Q2: 7,534 shares; 2025Q3: 9,037 shares; 2025Q4: 7,689 shares 7,689 $807K <0.01% -1,348 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,534 shares; 2025Q3: 88,879 shares; 2025Q4: 88,967 shares 88,967 $806K <0.01% +88 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares 14,400 $804K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,916 shares; 2024Q4: 21,561 shares; 2025Q1: 21,405 shares; 2025Q2: 21,769 shares; 2025Q3: 21,769 shares; 2025Q4: 21,664 shares 21,664 $801K <0.01% -105 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 376,896 shares; 2025Q1: 320,045 shares; 2025Q2: 244,560 shares; 2025Q3: 34,532 shares; 2025Q4: 25,919 shares 25,919 $796K <0.01% -8,613 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 10,448 shares; 2025Q1: 10,419 shares; 2025Q2: 10,476 shares; 2025Q3: 11,413 shares; 2025Q4: 10,243 shares 10,243 $796K <0.01% -1,170 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,951 shares; 2024Q4: 39,501 shares; 2025Q1: 36,083 shares; 2025Q2: 36,107 shares; 2025Q3: 41,124 shares; 2025Q4: 35,250 shares 35,250 $790K <0.01% -5,874 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,895 shares; 2025Q1: 4,036 shares; 2025Q2: 4,211 shares; 2025Q3: 5,085 shares; 2025Q4: 4,385 shares 4,385 $790K <0.01% -700 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 636 shares; 2025Q1: 758 shares; 2025Q2: 1,078 shares; 2025Q3: 1,155 shares; 2025Q4: 4,928 shares 4,928 $785K <0.01% +3,773 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,613 shares; 2025Q1: 2,986 shares; 2025Q2: 6,871 shares; 2025Q3: 7,323 shares; 2025Q4: 7,698 shares 7,698 $782K <0.01% +375 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,900 shares; 2025Q1: 81,380 shares; 2025Q2: 81,380 shares; 2025Q3: 81,380 shares; 2025Q4: 81,380 shares 81,380 $781K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,126 shares; 2024Q4: 52,728 shares; 2025Q1: 36,495 shares; 2025Q2: 36,557 shares; 2025Q3: 34,088 shares; 2025Q4: 31,250 shares 31,250 $779K <0.01% -2,838 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,751 shares; 2025Q1: 2,810 shares; 2025Q2: 3,228 shares; 2025Q3: 4,109 shares; 2025Q4: 3,976 shares 3,976 $776K <0.01% -133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,821 shares; 2025Q1: 3,072 shares; 2025Q2: 2,321 shares; 2025Q3: 4,763 shares; 2025Q4: 4,738 shares 4,738 $774K <0.01% -25 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 712 shares; 2025Q1: 955 shares; 2025Q2: 3,770 shares; 2025Q3: 3,093 shares; 2025Q4: 4,490 shares 4,490 $773K <0.01% +1,397 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307,370 shares; 2025Q1: 245,058 shares; 2025Q2: 163,010 shares; 2025Q3: 75,274 shares; 2025Q4: 55,240 shares 55,240 $768K <0.01% -20,034 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 9,274 shares; 2025Q1: 9,544 shares; 2025Q2: 9,558 shares; 2025Q3: 10,293 shares; 2025Q4: 10,628 shares 10,628 $768K <0.01% +335 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,503 shares; 2024Q4: 9,531 shares; 2025Q1: 9,556 shares; 2025Q2: 9,025 shares; 2025Q3: 9,130 shares; 2025Q4: 8,901 shares 8,901 $767K <0.01% -229 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 7,090 shares; 2025Q1: 7,679 shares; 2025Q2: 7,669 shares; 2025Q3: 8,125 shares; 2025Q4: 7,484 shares 7,484 $766K <0.01% -641 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,866 shares; 2025Q1: 3,610 shares; 2025Q2: 3,804 shares; 2025Q3: 3,948 shares; 2025Q4: 4,132 shares 4,132 $760K <0.01% +184 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 2,093 shares; 2025Q1: 1,749 shares; 2025Q2: 6,062 shares; 2025Q3: 5,806 shares; 2025Q4: 4,504 shares 4,504 $760K <0.01% -1,302 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 375 shares; 2025Q1: 7,526 shares; 2025Q2: 5,714 shares; 2025Q3: 5,795 shares; 2025Q4: 5,054 shares 5,054 $758K <0.01% -741 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 7,132 shares; 2025Q1: 5,877 shares; 2025Q2: 6,307 shares; 2025Q3: 5,984 shares; 2025Q4: 5,777 shares 5,777 $758K <0.01% -207 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 17,123 shares; 2025Q1: 24,470 shares; 2025Q2: 31,863 shares; 2025Q3: 30,768 shares; 2025Q4: 32,387 shares 32,387 $757K <0.01% +1,619 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,327 shares; 2024Q4: 39,151 shares; 2025Q1: 38,893 shares; 2025Q2: 37,012 shares; 2025Q3: 36,409 shares; 2025Q4: 33,692 shares 33,692 $753K <0.01% -2,717 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 5,554 shares; 2025Q1: 5,715 shares; 2025Q2: 6,147 shares; 2025Q3: 6,624 shares; 2025Q4: 6,403 shares 6,403 $753K <0.01% -221 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,808 shares; 2025Q3: 16,371 shares; 2025Q4: 17,262 shares 17,262 $752K <0.01% +891 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,720 shares; 2024Q4: 18,409 shares; 2025Q1: 18,699 shares; 2025Q2: 26,587 shares; 2025Q3: 26,635 shares; 2025Q4: 28,546 shares 28,546 $751K <0.01% +1,911 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 11,137 shares; 2025Q1: 11,141 shares; 2025Q2: 11,142 shares; 2025Q3: 11,045 shares; 2025Q4: 10,864 shares 10,864 $750K <0.01% -181 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,225 shares; 2025Q2: 2,376 shares; 2025Q3: 2,729 shares; 2025Q4: 1,925 shares 1,925 $745K <0.01% -804 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 25,002 shares; 2025Q1: 24,874 shares; 2025Q2: 18,430 shares; 2025Q3: 18,111 shares; 2025Q4: 16,782 shares 16,782 $745K <0.01% -1,329 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,617 shares; 2025Q1: 2,803 shares; 2025Q2: 6,867 shares; 2025Q3: 6,963 shares; 2025Q4: 8,964 shares 8,964 $744K <0.01% +2,001 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 5,231 shares; 2025Q1: 3,988 shares; 2025Q2: 5,936 shares; 2025Q3: 7,056 shares; 2025Q4: 6,743 shares 6,743 $743K <0.01% -313 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 5,453 shares; 2025Q1: 5,114 shares; 2025Q2: 4,925 shares; 2025Q3: 4,825 shares; 2025Q4: 4,677 shares 4,677 $738K <0.01% -148 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 12,906 shares; 2025Q1: 13,309 shares; 2025Q2: 18,403 shares; 2025Q3: 20,868 shares; 2025Q4: 20,033 shares 20,033 $734K <0.01% -835 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,001 shares; 2024Q4: 55,102 shares; 2025Q1: 47,901 shares; 2025Q2: 40,151 shares; 2025Q3: 32,374 shares; 2025Q4: 28,963 shares 28,963 $733K <0.01% -3,411 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,832 shares; 2025Q1: 1,812 shares; 2025Q2: 1,954 shares; 2025Q3: 4,274 shares; 2025Q4: 10,945 shares 10,945 $733K <0.01% +6,671 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,055 shares; 2025Q1: 1,121 shares; 2025Q2: 1,453 shares; 2025Q3: 2,373 shares; 2025Q4: 3,179 shares 3,179 $728K <0.01% +806 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,465 shares; 2025Q1: 1,456 shares; 2025Q2: 5,625 shares; 2025Q3: 5,664 shares; 2025Q4: 5,120 shares 5,120 $728K <0.01% -544 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 7,866 shares; 2025Q1: 7,937 shares; 2025Q2: 8,299 shares; 2025Q3: 8,530 shares; 2025Q4: 8,251 shares 8,251 $728K <0.01% -279 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 4,614 shares; 2025Q1: 4,925 shares; 2025Q2: 26,795 shares; 2025Q3: 27,906 shares; 2025Q4: 25,814 shares 25,814 $726K <0.01% -2,092 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 7,975 shares; 2025Q1: 7,967 shares; 2025Q2: 9,427 shares; 2025Q3: 9,862 shares; 2025Q4: 9,916 shares 9,916 $719K <0.01% +54 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 590 shares; 2025Q1: 654 shares; 2025Q2: 1,209 shares; 2025Q3: 1,223 shares; 2025Q4: 1,293 shares 1,293 $715K <0.01% +70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,137 shares; 2025Q4: 22,579 shares 22,579 $714K <0.01% +3,442 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,265 shares; 2025Q1: 2,413 shares; 2025Q2: 3,224 shares; 2025Q3: 3,157 shares; 2025Q4: 3,134 shares 3,134 $709K <0.01% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,993 shares; 2025Q1: 55,014 shares; 2025Q2: 37,935 shares; 2025Q3: 23,508 shares; 2025Q4: 18,255 shares 18,255 $704K <0.01% -5,253 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 58,524 shares; 2025Q1: 58,248 shares; 2025Q2: 58,538 shares; 2025Q3: 59,736 shares; 2025Q4: 60,113 shares 60,113 $702K <0.01% +377 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,193 shares; 2024Q4: 11,956 shares; 2025Q1: 13,196 shares; 2025Q2: 15,242 shares; 2025Q3: 16,652 shares; 2025Q4: 17,461 shares 17,461 $702K <0.01% +809 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 623 shares; 2025Q1: 629 shares; 2025Q2: 730 shares; 2025Q3: 4,039 shares; 2025Q4: 3,437 shares 3,437 $699K <0.01% -602 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,221 shares; 2025Q1: 2,540 shares; 2025Q2: 2,713 shares; 2025Q3: 2,965 shares; 2025Q4: 3,423 shares 3,423 $696K <0.01% +458 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 282 shares; 2025Q1: 335 shares; 2025Q2: 284 shares; 2025Q3: 462 shares; 2025Q4: 21,623 shares 21,623 $694K <0.01% +21,161 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 580 shares; 2025Q1: 559 shares; 2025Q2: 948 shares; 2025Q3: 1,167 shares; 2025Q4: 1,654 shares 1,654 $694K <0.01% +487 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 3,794 shares; 2025Q1: 3,428 shares; 2025Q2: 3,732 shares; 2025Q3: 3,732 shares; 2025Q4: 10,880 shares 10,880 $691K <0.01% +7,148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 10,140 shares; 2025Q3: 14,767 shares; 2025Q4: 16,173 shares 16,173 $688K <0.01% +1,406 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 861 shares; 2025Q1: 729 shares; 2025Q2: 782 shares; 2025Q3: 963 shares; 2025Q4: 1,543 shares 1,543 $687K <0.01% +580 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,253 shares; 2025Q1: 3,248 shares; 2025Q2: 4,203 shares; 2025Q3: 4,331 shares; 2025Q4: 4,782 shares 4,782 $685K <0.01% +451 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 5,360 shares; 2025Q1: 5,726 shares; 2025Q2: 33,937 shares; 2025Q3: 33,469 shares; 2025Q4: 32,779 shares 32,779 $678K <0.01% -690 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 397 shares; 2025Q1: 278 shares; 2025Q2: 52,881 shares; 2025Q3: 53,331 shares; 2025Q4: 48,348 shares 48,348 $677K <0.01% -4,983 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,394 shares; 2025Q1: 3,641 shares; 2025Q2: 4,434 shares; 2025Q3: 5,185 shares; 2025Q4: 5,433 shares 5,433 $668K <0.01% +248 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,551 shares; 2024Q4: 15,917 shares; 2025Q1: 50,076 shares; 2025Q2: 46,696 shares; 2025Q3: 55,661 shares; 2025Q4: 61,324 shares 61,324 $668K <0.01% +5,663 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 7,258 shares; 2025Q1: 8,888 shares; 2025Q2: 36,887 shares; 2025Q3: 36,930 shares; 2025Q4: 38,489 shares 38,489 $668K <0.01% +1,559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 20,972 shares; 2025Q3: 29,295 shares; 2025Q4: 28,589 shares 28,589 $667K <0.01% -706 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,713 shares; 2025Q1: 2,704 shares; 2025Q2: 2,087 shares; 2025Q3: 2,444 shares; 2025Q4: 2,718 shares 2,718 $660K <0.01% +274 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 9,223 shares; 2025Q1: 11,395 shares; 2025Q2: 10,432 shares; 2025Q3: 10,506 shares; 2025Q4: 10,895 shares 10,895 $658K <0.01% +389 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,044 shares 8,044 $657K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 420 shares; 2025Q1: 651 shares; 2025Q2: 664 shares; 2025Q3: 12,108 shares; 2025Q4: 12,545 shares 12,545 $657K <0.01% +437 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 8,141 shares; 2025Q1: 8,340 shares; 2025Q2: 50,699 shares; 2025Q3: 28,244 shares; 2025Q4: 18,674 shares 18,674 $656K <0.01% -9,570 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,682 shares; 2024Q4: 48,183 shares; 2025Q1: 46,162 shares; 2025Q2: 46,404 shares; 2025Q3: 37,874 shares; 2025Q4: 65,395 shares 65,395 $656K <0.01% +27,521 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,678 shares; 2024Q4: 11,607 shares; 2025Q1: 11,846 shares; 2025Q2: 12,943 shares; 2025Q3: 12,818 shares; 2025Q4: 12,646 shares 12,646 $653K <0.01% -172 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 120 shares; 2025Q2: 166 shares; 2025Q3: 267 shares; 2025Q4: 303 shares 303 $652K <0.01% +36 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 977 shares; 2025Q1: 849 shares; 2025Q2: 7,703 shares; 2025Q3: 7,748 shares; 2025Q4: 9,511 shares 9,511 $651K <0.01% +1,763 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,035 shares; 2025Q1: 867 shares; 2025Q2: 2,375 shares; 2025Q3: 2,317 shares; 2025Q4: 2,523 shares 2,523 $646K <0.01% +206 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares; 2025Q1: 3,054 shares; 2025Q2: 2,596 shares; 2025Q3: 2,596 shares; 2025Q4: 2,596 shares 2,596 $646K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 36 shares; 2025Q1: 57 shares; 2025Q2: 2,716 shares; 2025Q3: 4,023 shares; 2025Q4: 4,203 shares 4,203 $644K <0.01% +180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 31,238 shares; 2025Q1: 29,156 shares; 2025Q2: 29,317 shares; 2025Q3: 13,858 shares; 2025Q4: 13,900 shares 13,900 $641K <0.01% +42 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 4,853 shares; 2025Q1: 6,996 shares; 2025Q2: 6,875 shares; 2025Q3: 6,759 shares; 2025Q4: 12,544 shares 12,544 $638K <0.01% +5,785 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,420 shares; 2025Q1: 4,781 shares; 2025Q2: 32,662 shares; 2025Q3: 30,271 shares; 2025Q4: 28,703 shares 28,703 $638K <0.01% -1,568 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 4,225 shares; 2025Q3: 4,225 shares; 2025Q4: 4,000 shares 4,000 $638K <0.01% -225 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 4,478 shares; 2025Q1: 4,415 shares; 2025Q2: 4,244 shares; 2025Q3: 4,212 shares; 2025Q4: 6,499 shares 6,499 $636K <0.01% +2,287 Timeline FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,357 shares 2,357 $634K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 281 shares; 2025Q1: 282 shares; 2025Q2: 341 shares; 2025Q3: 361 shares; 2025Q4: 475 shares 475 $632K <0.01% +114 Timeline ESSENTIAL PPTYS RLTY TR INC 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,257 shares 21,257 $630K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: 5,840 shares; 2025Q1: 5,639 shares; 2025Q2: 4,493 shares; 2025Q3: 4,481 shares; 2025Q4: 4,266 shares 4,266 $630K <0.01% -215 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 3,450 shares; 2025Q1: 2,518 shares; 2025Q2: 4,823 shares; 2025Q3: 10,631 shares; 2025Q4: 14,127 shares 14,127 $629K <0.01% +3,496 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 123 shares; 2025Q1: 242 shares; 2025Q2: 43,565 shares; 2025Q3: 43,147 shares; 2025Q4: 22,463 shares 22,463 $624K <0.01% -20,684 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 458 shares; 2025Q1: 477 shares; 2025Q2: 1,080 shares; 2025Q3: 1,778 shares; 2025Q4: 7,477 shares 7,477 $624K <0.01% +5,699 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 5,681 shares; 2025Q1: 4,377 shares; 2025Q2: 7,994 shares; 2025Q3: 10,542 shares; 2025Q4: 11,388 shares 11,388 $622K <0.01% +846 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 734 shares; 2025Q1: 798 shares; 2025Q2: 972 shares; 2025Q3: 1,174 shares; 2025Q4: 1,329 shares 1,329 $620K <0.01% +155 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 2,431 shares; 2025Q1: 2,391 shares; 2025Q2: 2,819 shares; 2025Q3: 3,373 shares; 2025Q4: 7,678 shares 7,678 $620K <0.01% +4,305 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 4,469 shares; 2025Q1: 4,454 shares; 2025Q2: 4,492 shares; 2025Q3: 4,339 shares; 2025Q4: 9,093 shares 9,093 $619K <0.01% +4,754 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 256 shares; 2025Q1: 248 shares; 2025Q2: 365 shares; 2025Q3: 1,056 shares; 2025Q4: 1,074 shares 1,074 $616K <0.01% +18 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 699 shares; 2025Q1: 1,020 shares; 2025Q2: 1,341 shares; 2025Q3: 3,079 shares; 2025Q4: 3,111 shares 3,111 $616K <0.01% +32 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 548 shares; 2025Q1: 1,017 shares; 2025Q2: 2,179 shares; 2025Q3: 2,840 shares; 2025Q4: 3,486 shares 3,486 $613K <0.01% +646 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 8,911 shares; 2025Q1: 6,172 shares; 2025Q2: 5,242 shares; 2025Q3: 4,681 shares; 2025Q4: 4,129 shares 4,129 $612K <0.01% -552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 2,688 shares; 2025Q1: 3,905 shares; 2025Q2: 3,128 shares; 2025Q3: 2,909 shares; 2025Q4: 1,742 shares 1,742 $611K <0.01% -1,167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,096 shares; 2025Q3: 49,455 shares; 2025Q4: 51,793 shares 51,793 $608K <0.01% +2,338 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,876 shares; 2025Q1: 2,707 shares; 2025Q2: 6,392 shares; 2025Q3: 6,028 shares; 2025Q4: 11,314 shares 11,314 $606K <0.01% +5,286 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,023 shares; 2024Q4: 38,082 shares; 2025Q1: 28,062 shares; 2025Q2: 28,154 shares; 2025Q3: 32,009 shares; 2025Q4: 35,118 shares 35,118 $606K <0.01% +3,109 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,756 shares; 2024Q4: 4,719 shares; 2025Q1: 4,762 shares; 2025Q2: 4,788 shares; 2025Q3: 4,801 shares; 2025Q4: 4,948 shares 4,948 $603K <0.01% +147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,232 shares; 2025Q1: 22,320 shares; 2025Q2: 19,568 shares; 2025Q3: 15,369 shares; 2025Q4: 14,460 shares 14,460 $603K <0.01% -909 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,418 shares; 2024Q4: 14,364 shares; 2025Q1: 12,754 shares; 2025Q2: 12,698 shares; 2025Q3: 16,998 shares; 2025Q4: 14,524 shares 14,524 $597K <0.01% -2,474 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 109 shares; 2025Q1: 144 shares; 2025Q2: 9,055 shares; 2025Q3: 10,351 shares; 2025Q4: 11,453 shares 11,453 $595K <0.01% +1,102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,829 shares; 2025Q4: 8,737 shares 8,737 $595K <0.01% -92 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 6,631 shares; 2025Q4: 10,082 shares 10,082 $594K <0.01% +3,451 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 25,461 shares; 2025Q3: 25,301 shares; 2025Q4: 25,300 shares 25,300 $591K <0.01% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,361 shares; 2025Q1: 8,511 shares; 2025Q2: 9,138 shares; 2025Q3: 11,424 shares; 2025Q4: 11,843 shares 11,843 $590K <0.01% +419 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 177 shares; 2025Q1: 532 shares; 2025Q2: 19,537 shares; 2025Q3: 17,603 shares; 2025Q4: 17,577 shares 17,577 $587K <0.01% -26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 13,279 shares; 2025Q1: 14,069 shares; 2025Q2: 14,004 shares; 2025Q3: 22,314 shares; 2025Q4: 17,840 shares 17,840 $585K <0.01% -4,474 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,227 shares; 2024Q4: 17,751 shares; 2025Q1: 17,580 shares; 2025Q2: 16,080 shares; 2025Q3: 16,080 shares; 2025Q4: 17,054 shares 17,054 $584K <0.01% +974 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 43 shares; 2025Q1: 25 shares; 2025Q2: 57 shares; 2025Q3: 118 shares; 2025Q4: 9,921 shares 9,921 $582K <0.01% +9,803 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 364 shares; 2025Q1: 556 shares; 2025Q2: 1,599 shares; 2025Q3: 1,724 shares; 2025Q4: 2,272 shares 2,272 $582K <0.01% +548 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 5,179 shares; 2025Q1: 3,013 shares; 2025Q2: 5,083 shares; 2025Q3: 6,771 shares; 2025Q4: 7,578 shares 7,578 $581K <0.01% +807 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,346 shares; 2025Q1: 1,422 shares; 2025Q2: 1,702 shares; 2025Q3: 2,308 shares; 2025Q4: 2,708 shares 2,708 $578K <0.01% +400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 85 shares; 2025Q1: 296 shares; 2025Q2: 23,408 shares; 2025Q3: 23,165 shares; 2025Q4: 22,329 shares 22,329 $576K <0.01% -836 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 241 shares; 2025Q1: 326 shares; 2025Q2: 21,274 shares; 2025Q3: 21,115 shares; 2025Q4: 21,015 shares 21,015 $575K <0.01% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 316 shares; 2025Q1: 529 shares; 2025Q2: 10,870 shares; 2025Q3: 10,996 shares; 2025Q4: 11,257 shares 11,257 $572K <0.01% +261 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 7,414 shares; 2025Q1: 6,668 shares; 2025Q2: 5,336 shares; 2025Q3: 5,426 shares; 2025Q4: 5,541 shares 5,541 $567K <0.01% +115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 8,219 shares; 2025Q1: 7,121 shares; 2025Q2: 7,078 shares; 2025Q3: 5,504 shares; 2025Q4: 5,109 shares 5,109 $567K <0.01% -395 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 9,171 shares; 2025Q1: 10,897 shares; 2025Q2: 16,249 shares; 2025Q3: 26,162 shares; 2025Q4: 29,263 shares 29,263 $567K <0.01% +3,101 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 5,470 shares; 2025Q1: 5,294 shares; 2025Q2: 8,515 shares; 2025Q3: 9,610 shares; 2025Q4: 14,888 shares 14,888 $565K <0.01% +5,278 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 6,608 shares; 2025Q1: 6,733 shares; 2025Q2: 6,641 shares; 2025Q3: 9,529 shares; 2025Q4: 12,060 shares 12,060 $564K <0.01% +2,531 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 511 shares; 2025Q1: 552 shares; 2025Q2: 1,131 shares; 2025Q3: 1,250 shares; 2025Q4: 1,335 shares 1,335 $563K <0.01% +85 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,362 shares; 2024Q4: 15,362 shares; 2025Q1: 15,362 shares; 2025Q2: 15,362 shares; 2025Q3: 15,362 shares; 2025Q4: 15,362 shares 15,362 $562K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 940 shares; 2025Q1: 950 shares; 2025Q2: 60,419 shares; 2025Q3: 60,428 shares; 2025Q4: 60,797 shares 60,797 $561K <0.01% +369 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 571 shares; 2025Q1: 893 shares; 2025Q2: 6,269 shares; 2025Q3: 6,298 shares; 2025Q4: 6,251 shares 6,251 $559K <0.01% -47 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,854 shares; 2025Q1: 2,781 shares; 2025Q2: 2,994 shares; 2025Q3: 1,978 shares; 2025Q4: 2,835 shares 2,835 $559K <0.01% +857 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 10,658 shares; 2025Q1: 10,690 shares; 2025Q2: 36,858 shares; 2025Q3: 37,423 shares; 2025Q4: 37,873 shares 37,873 $557K <0.01% +450 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 937 shares; 2025Q1: 511 shares; 2025Q2: 20,070 shares; 2025Q3: 21,737 shares; 2025Q4: 2,699 shares 2,699 $554K <0.01% -19,038 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,870 shares; 2025Q4: 20,397 shares 20,397 $554K <0.01% +11,527 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,114 shares 21,114 $553K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 7,924 shares; 2025Q1: 7,676 shares; 2025Q2: 7,683 shares; 2025Q3: 7,675 shares; 2025Q4: 8,431 shares 8,431 $552K <0.01% +756 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,229 shares; 2025Q1: 16,678 shares; 2025Q2: 14,717 shares; 2025Q3: 13,709 shares; 2025Q4: 12,995 shares 12,995 $552K <0.01% -714 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 7,859 shares; 2025Q1: 7,704 shares; 2025Q2: 8,926 shares; 2025Q3: 9,373 shares; 2025Q4: 11,238 shares 11,238 $551K <0.01% +1,865 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,654 shares; 2025Q1: 3,455 shares; 2025Q2: 4,411 shares; 2025Q3: 6,220 shares; 2025Q4: 8,284 shares 8,284 $551K <0.01% +2,064 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,095 shares; 2024Q4: 9,871 shares; 2025Q1: 10,242 shares; 2025Q2: 10,076 shares; 2025Q3: 11,502 shares; 2025Q4: 19,644 shares 19,644 $550K <0.01% +8,142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,875 shares; 2025Q1: 25,327 shares; 2025Q2: 22,852 shares; 2025Q3: 20,405 shares; 2025Q4: 20,031 shares 20,031 $548K <0.01% -374 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 7,176 shares; 2025Q1: 7,717 shares; 2025Q2: 8,592 shares; 2025Q3: 7,648 shares; 2025Q4: 8,153 shares 8,153 $548K <0.01% +505 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 914,879 shares; 2025Q1: 12,378 shares; 2025Q2: 12,527 shares; 2025Q3: 12,527 shares; 2025Q4: 12,527 shares 12,527 $548K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 918 shares; 2025Q1: 865 shares; 2025Q2: 1,082 shares; 2025Q3: 1,267 shares; 2025Q4: 1,845 shares 1,845 $546K <0.01% +578 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,307 shares; 2025Q1: 11,310 shares; 2025Q2: 11,633 shares; 2025Q3: 11,564 shares; 2025Q4: 10,973 shares 10,973 $546K <0.01% -591 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 9,285 shares; 2025Q1: 9,346 shares; 2025Q2: 11,755 shares; 2025Q3: 12,747 shares; 2025Q4: 8,105 shares 8,105 $546K <0.01% -4,642 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 1,648 shares; 2025Q2: 5,189 shares; 2025Q3: 4,806 shares; 2025Q4: 10,091 shares 10,091 $543K <0.01% +5,285 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: 133,688 shares; 2025Q1: 102,060 shares; 2025Q2: 76,549 shares; 2025Q3: 50,144 shares; 2025Q4: 49,668 shares 49,668 $541K <0.01% -476 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 2,416 shares; 2025Q1: 2,557 shares; 2025Q2: 2,782 shares; 2025Q3: 2,874 shares; 2025Q4: 3,460 shares 3,460 $540K <0.01% +586 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 8,205 shares; 2025Q1: 8,023 shares; 2025Q2: 10,225 shares; 2025Q3: 10,261 shares; 2025Q4: 11,311 shares 11,311 $540K <0.01% +1,050 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,286 shares; 2025Q1: 29,868 shares; 2025Q2: 30,053 shares; 2025Q3: 30,078 shares; 2025Q4: 30,075 shares 30,075 $540K <0.01% -3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 597 shares; 2025Q1: 618 shares; 2025Q2: 691 shares; 2025Q3: 1,290 shares; 2025Q4: 1,353 shares 1,353 $538K <0.01% +63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,619 shares; 2025Q1: 1,649 shares; 2025Q2: 1,680 shares; 2025Q3: 1,988 shares; 2025Q4: 2,404 shares 2,404 $538K <0.01% +416 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,052 shares; 2024Q4: 39,831 shares; 2025Q1: 32,172 shares; 2025Q2: 29,402 shares; 2025Q3: 26,795 shares; 2025Q4: 23,008 shares 23,008 $536K <0.01% -3,787 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,583 shares; 2025Q1: 7,219 shares; 2025Q2: 6,626 shares; 2025Q3: 6,153 shares; 2025Q4: 5,312 shares 5,312 $536K <0.01% -841 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 6,550 shares; 2025Q1: 6,966 shares; 2025Q2: 16,697 shares; 2025Q3: 14,076 shares; 2025Q4: 13,347 shares 13,347 $536K <0.01% -729 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 4,456 shares; 2025Q1: 4,380 shares; 2025Q2: 8,116 shares; 2025Q3: 6,088 shares; 2025Q4: 6,740 shares 6,740 $534K <0.01% +652 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 16 shares; 2025Q1: 1,210 shares; 2025Q2: 8,193 shares; 2025Q3: 8,290 shares; 2025Q4: 8,426 shares 8,426 $533K <0.01% +136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 100 shares; 2025Q1: 111 shares; 2025Q2: 215 shares; 2025Q3: 251 shares; 2025Q4: 315 shares 315 $532K <0.01% +64 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 272 shares; 2025Q1: 320 shares; 2025Q2: 298 shares; 2025Q3: 379 shares; 2025Q4: 1,575 shares 1,575 $531K <0.01% +1,196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 4,819 shares; 2025Q1: 4,857 shares; 2025Q2: 5,663 shares; 2025Q3: 5,492 shares; 2025Q4: 5,832 shares 5,832 $531K <0.01% +340 Timeline PLBC PLUMAS BANCORP More: the full row for PLUMAS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,103 shares; 2025Q1: 7,193 shares; 2025Q2: 7,197 shares; 2025Q3: 10,863 shares; 2025Q4: 11,861 shares 11,861 $530K <0.01% +998 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 590 shares; 2025Q1: 616 shares; 2025Q2: 661 shares; 2025Q3: 1,433 shares; 2025Q4: 2,089 shares 2,089 $530K <0.01% +656 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,386 shares 37,386 $529K <0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 2,851 shares; 2025Q1: 8,344 shares; 2025Q2: 8,342 shares; 2025Q3: 8,553 shares; 2025Q4: 8,618 shares 8,618 $526K <0.01% +65 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,202 shares; 2024Q4: 6,477 shares; 2025Q1: 5,514 shares; 2025Q2: 7,821 shares; 2025Q3: 8,058 shares; 2025Q4: 8,234 shares 8,234 $525K <0.01% +176 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,158 shares; 2025Q1: 1,394 shares; 2025Q2: 2,612 shares; 2025Q3: 3,038 shares; 2025Q4: 3,154 shares 3,154 $525K <0.01% +116 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 960 shares; 2025Q1: 677 shares; 2025Q2: 970 shares; 2025Q3: 1,637 shares; 2025Q4: 2,320 shares 2,320 $523K <0.01% +683 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,460 shares; 2025Q1: 1,824 shares; 2025Q2: 5,391 shares; 2025Q3: 6,358 shares; 2025Q4: 6,612 shares 6,612 $520K <0.01% +254 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,617 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,685 shares 2,685 $520K <0.01% +135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,907 shares; 2024Q4: 11,818 shares; 2025Q1: 11,934 shares; 2025Q2: 40,017 shares; 2025Q3: 41,567 shares; 2025Q4: 44,209 shares 44,209 $519K <0.01% +2,642 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 14,247 shares; 2025Q1: 14,247 shares; 2025Q2: 10,831 shares; 2025Q3: 10,391 shares; 2025Q4: 9,664 shares 9,664 $519K <0.01% -727 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 60,408 shares; 2025Q1: 6,777 shares; 2025Q2: 9,318 shares; 2025Q3: 7,559 shares; 2025Q4: 5,810 shares 5,810 $516K <0.01% -1,749 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 494 shares; 2025Q1: 475 shares; 2025Q2: 9,486 shares; 2025Q3: 9,520 shares; 2025Q4: 7,432 shares 7,432 $513K <0.01% -2,088 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 8,168 shares; 2025Q1: 8,897 shares; 2025Q2: 13,585 shares; 2025Q3: 15,762 shares; 2025Q4: 18,133 shares 18,133 $512K <0.01% +2,371 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,442 shares; 2025Q1: 1,572 shares; 2025Q2: 2,002 shares; 2025Q3: 2,775 shares; 2025Q4: 3,164 shares 3,164 $510K <0.01% +389 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,067 shares; 2024Q4: 13,123 shares; 2025Q1: 13,210 shares; 2025Q2: 13,303 shares; 2025Q3: 13,474 shares; 2025Q4: 13,503 shares 13,503 $508K <0.01% +29 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,659 shares; 2025Q1: 3,814 shares; 2025Q2: 8,881 shares; 2025Q3: 11,710 shares; 2025Q4: 14,719 shares 14,719 $507K <0.01% +3,009 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,801 shares; 2025Q1: 1,793 shares; 2025Q2: 2,344 shares; 2025Q3: 3,695 shares; 2025Q4: 5,784 shares 5,784 $504K <0.01% +2,089 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,355 shares; 2025Q1: 1,320 shares; 2025Q2: 1,767 shares; 2025Q3: 1,846 shares; 2025Q4: 2,367 shares 2,367 $502K <0.01% +521 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,358 shares; 2024Q4: 120,370 shares; 2025Q1: 166,912 shares; 2025Q2: 179,930 shares; 2025Q3: 17,166 shares; 2025Q4: 14,831 shares 14,831 $501K <0.01% -2,335 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 15,078 shares; 2025Q1: 11,560 shares; 2025Q2: 11,357 shares; 2025Q3: 9,301 shares; 2025Q4: 9,550 shares 9,550 $501K <0.01% +249 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,527 shares 31,527 $500K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 5,055 shares; 2025Q1: 5,055 shares; 2025Q2: 5,055 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares 5,024 $498K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 12,950 shares; 2025Q1: 12,379 shares; 2025Q2: 14,424 shares; 2025Q3: 13,393 shares; 2025Q4: 12,882 shares 12,882 $494K <0.01% -511 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,782 shares; 2025Q1: 2,808 shares; 2025Q2: 81,708 shares; 2025Q3: 81,724 shares; 2025Q4: 78,252 shares 78,252 $491K <0.01% -3,472 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,106 shares; 2024Q4: 9,592 shares; 2025Q1: 11,046 shares; 2025Q2: 11,812 shares; 2025Q3: 20,159 shares; 2025Q4: 18,483 shares 18,483 $491K <0.01% -1,676 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,190 shares; 2024Q4: 28,711 shares; 2025Q1: 28,463 shares; 2025Q2: 10,828 shares; 2025Q3: 30,262 shares; 2025Q4: 24,851 shares 24,851 $490K <0.01% -5,411 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,253 shares; 2025Q1: 2,512 shares; 2025Q2: 2,988 shares; 2025Q3: 3,045 shares; 2025Q4: 3,795 shares 3,795 $490K <0.01% +750 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,459 shares 7,459 $488K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,988 shares; 2025Q1: 3,641 shares; 2025Q2: 3,641 shares; 2025Q3: 4,832 shares; 2025Q4: 3,994 shares 3,994 $486K <0.01% -838 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 2,177 shares; 2025Q1: 2,700 shares; 2025Q2: 1,952 shares; 2025Q3: 2,441 shares; 2025Q4: 3,432 shares 3,432 $486K <0.01% +991 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 78,805 shares; 2025Q1: 61,608 shares; 2025Q2: 42,017 shares; 2025Q3: 25,579 shares; 2025Q4: 20,481 shares 20,481 $484K <0.01% -5,098 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 37,251 shares; 2025Q3: 37,729 shares; 2025Q4: 38,342 shares 38,342 $482K <0.01% +613 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 332 shares; 2025Q1: 301 shares; 2025Q2: 1,721 shares; 2025Q3: 3,564 shares; 2025Q4: 4,833 shares 4,833 $477K <0.01% +1,269 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 1,372 shares; 2025Q3: 1,755 shares; 2025Q4: 1,977 shares 1,977 $477K <0.01% +222 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 3,267 shares; 2025Q1: 3,271 shares; 2025Q2: 3,408 shares; 2025Q3: 3,160 shares; 2025Q4: 2,183 shares 2,183 $476K <0.01% -977 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,577 shares; 2025Q1: 17,577 shares; 2025Q2: 19,547 shares; 2025Q3: 19,894 shares; 2025Q4: 27,568 shares 27,568 $473K <0.01% +7,674 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 31,684 shares; 2025Q3: 31,754 shares; 2025Q4: 37,360 shares 37,360 $473K <0.01% +5,606 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,514 shares; 2025Q1: 1,705 shares; 2025Q2: 1,855 shares; 2025Q3: 4,730 shares; 2025Q4: 8,066 shares 8,066 $473K <0.01% +3,336 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 122 shares; 2025Q1: 144 shares; 2025Q2: 356 shares; 2025Q3: 449 shares; 2025Q4: 970 shares 970 $473K <0.01% +521 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 17,976 shares; 2025Q1: 11,174 shares; 2025Q2: 14,560 shares; 2025Q3: 15,428 shares; 2025Q4: 17,832 shares 17,832 $472K <0.01% +2,404 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 88 shares; 2025Q1: 95 shares; 2025Q2: 257 shares; 2025Q3: 315 shares; 2025Q4: 1,202 shares 1,202 $470K <0.01% +887 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 84,377 shares; 2025Q1: 67,664 shares; 2025Q2: 44,342 shares; 2025Q3: 22,658 shares; 2025Q4: 18,174 shares 18,174 $469K <0.01% -4,484 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 512 shares; 2025Q1: 628 shares; 2025Q2: 2,434 shares; 2025Q3: 2,405 shares; 2025Q4: 2,531 shares 2,531 $467K <0.01% +126 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 584 shares; 2025Q1: 795 shares; 2025Q2: 1,442 shares; 2025Q3: 1,522 shares; 2025Q4: 2,396 shares 2,396 $464K <0.01% +874 Timeline VERISIGN INC VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,905 shares 1,905 $463K <0.01% new AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 850 shares; 2025Q1: 550 shares; 2025Q2: 6,615 shares; 2025Q3: 6,915 shares; 2025Q4: 11,938 shares 11,938 $459K <0.01% +5,023 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 6,506 shares; 2025Q1: 5,904 shares; 2025Q2: 5,071 shares; 2025Q3: 4,961 shares; 2025Q4: 4,959 shares 4,959 $458K <0.01% -2 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 532 shares; 2025Q1: 562 shares; 2025Q2: 5,085 shares; 2025Q3: 1,052 shares; 2025Q4: 1,812 shares 1,812 $457K <0.01% +760 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,508 shares; 2025Q1: 1,579 shares; 2025Q2: 3,090 shares; 2025Q3: 5,230 shares; 2025Q4: 5,637 shares 5,637 $457K <0.01% +407 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 808 shares; 2025Q1: 1,458 shares; 2025Q2: 2,340 shares; 2025Q3: 6,122 shares; 2025Q4: 16,785 shares 16,785 $456K <0.01% +10,663 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,378 shares; 2025Q1: 1,646 shares; 2025Q2: 7,180 shares; 2025Q3: 7,363 shares; 2025Q4: 7,084 shares 7,084 $456K <0.01% -279 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,225 shares; 2024Q4: 5,598 shares; 2025Q1: 5,961 shares; 2025Q2: 5,850 shares; 2025Q3: 5,878 shares; 2025Q4: 7,528 shares 7,528 $455K <0.01% +1,650 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,992 shares; 2025Q4: 34,562 shares 34,562 $454K <0.01% +19,570 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 10,263 shares; 2025Q1: 10,263 shares; 2025Q2: 17,085 shares; 2025Q3: 17,085 shares; 2025Q4: 16,324 shares 16,324 $453K <0.01% -761 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 127 shares; 2025Q1: 320 shares; 2025Q2: 533 shares; 2025Q3: 887 shares; 2025Q4: 1,324 shares 1,324 $450K <0.01% +437 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 12,804 shares; 2025Q1: 12,658 shares; 2025Q2: 12,432 shares; 2025Q3: 11,771 shares; 2025Q4: 11,438 shares 11,438 $450K <0.01% -333 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,684 shares; 2025Q1: 2,695 shares; 2025Q2: 2,705 shares; 2025Q3: 2,958 shares; 2025Q4: 4,411 shares 4,411 $448K <0.01% +1,453 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,284 shares; 2025Q1: 2,068 shares; 2025Q2: 2,251 shares; 2025Q3: 2,405 shares; 2025Q4: 3,284 shares 3,284 $447K <0.01% +879 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,502 shares; 2025Q1: 1,575 shares; 2025Q2: 1,701 shares; 2025Q3: 2,046 shares; 2025Q4: 3,603 shares 3,603 $447K <0.01% +1,557 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 1,375 shares; 2025Q1: 1,456 shares; 2025Q2: 1,566 shares; 2025Q3: 1,820 shares; 2025Q4: 2,738 shares 2,738 $447K <0.01% +918 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 214 shares; 2025Q1: 195 shares; 2025Q2: 1,313 shares; 2025Q3: 2,001 shares; 2025Q4: 1,935 shares 1,935 $445K <0.01% -66 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 425 shares; 2025Q1: 1,324 shares; 2025Q2: 45,276 shares; 2025Q3: 45,607 shares; 2025Q4: 46,731 shares 46,731 $443K <0.01% +1,124 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: 15,394 shares; 2025Q1: 15,394 shares; 2025Q2: 15,394 shares; 2025Q3: 15,394 shares; 2025Q4: 15,188 shares 15,188 $441K <0.01% -206 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 3,315 shares; 2025Q1: 3,482 shares; 2025Q2: 3,481 shares; 2025Q3: 3,660 shares; 2025Q4: 6,763 shares 6,763 $440K <0.01% +3,103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,003 shares; 2025Q1: 10,440 shares; 2025Q2: 10,155 shares; 2025Q3: 9,990 shares; 2025Q4: 7,688 shares 7,688 $439K <0.01% -2,302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 1,007 shares; 2025Q1: 1,163 shares; 2025Q2: 5,664 shares; 2025Q3: 8,288 shares; 2025Q4: 8,771 shares 8,771 $439K <0.01% +483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 762 shares; 2025Q1: 1,169 shares; 2025Q2: 2,014 shares; 2025Q3: 6,987 shares; 2025Q4: 2,147 shares 2,147 $439K <0.01% -4,840 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 204 shares; 2025Q1: 473 shares; 2025Q2: 2,035 shares; 2025Q3: 1,711 shares; 2025Q4: 2,361 shares 2,361 $436K <0.01% +650 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 10,424 shares; 2025Q1: 10,424 shares; 2025Q2: 10,424 shares; 2025Q3: 13,002 shares; 2025Q4: 13,002 shares 13,002 $436K <0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,315 shares; 2025Q1: 3,315 shares; 2025Q2: 3,315 shares; 2025Q3: 3,768 shares; 2025Q4: 4,191 shares 4,191 $434K <0.01% +423 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,738 shares; 2025Q1: 2,630 shares; 2025Q2: 2,738 shares; 2025Q3: 3,340 shares; 2025Q4: 3,184 shares 3,184 $434K <0.01% -156 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,564 shares; 2025Q1: 7,418 shares; 2025Q2: 10,937 shares; 2025Q3: 12,147 shares; 2025Q4: 11,956 shares 11,956 $434K <0.01% -191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 8,217 shares; 2025Q1: 8,217 shares; 2025Q2: 8,217 shares; 2025Q3: 8,217 shares; 2025Q4: 8,217 shares 8,217 $434K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 3,053 shares; 2025Q1: 3,127 shares; 2025Q2: 3,681 shares; 2025Q3: 4,069 shares; 2025Q4: 10,377 shares 10,377 $433K <0.01% +6,308 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 32 shares; 2025Q2: 6,309 shares; 2025Q3: 6,319 shares; 2025Q4: 4,579 shares 4,579 $433K <0.01% -1,740 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 5,387 shares; 2025Q1: 5,458 shares; 2025Q2: 6,535 shares; 2025Q3: 10,907 shares; 2025Q4: 13,397 shares 13,397 $433K <0.01% +2,490 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,840 shares; 2024Q4: 18,080 shares; 2025Q1: 10,458 shares; 2025Q2: 6,275 shares; 2025Q3: 5,395 shares; 2025Q4: 4,399 shares 4,399 $430K <0.01% -996 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 11,186 shares; 2025Q1: 11,248 shares; 2025Q2: 16,332 shares; 2025Q3: 17,050 shares; 2025Q4: 15,409 shares 15,409 $429K <0.01% -1,641 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,116 shares; 2024Q4: 18,116 shares; 2025Q1: 18,116 shares; 2025Q2: 18,118 shares; 2025Q3: 30,162 shares; 2025Q4: 21,752 shares 21,752 $429K <0.01% -8,410 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,909 shares; 2025Q1: 2,909 shares; 2025Q2: 2,909 shares; 2025Q3: 2,909 shares; 2025Q4: 7,527 shares 7,527 $428K <0.01% +4,618 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 6,524 shares; 2025Q1: 8,061 shares; 2025Q2: 7,114 shares; 2025Q3: 8,615 shares; 2025Q4: 8,809 shares 8,809 $427K <0.01% +194 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,327 shares; 2025Q1: 7,836 shares; 2025Q2: 7,836 shares; 2025Q3: 1,308,146 shares; 2025Q4: 9,180 shares 9,180 $426K <0.01% -1,298,966 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 9,499 shares; 2025Q1: 9,136 shares; 2025Q2: 12,344 shares; 2025Q3: 14,156 shares; 2025Q4: 16,606 shares 16,606 $425K <0.01% +2,450 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 3,480 shares; 2025Q1: 3,464 shares; 2025Q2: 4,524 shares; 2025Q3: 4,484 shares; 2025Q4: 4,639 shares 4,639 $424K <0.01% +155 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 834 shares; 2025Q1: 611 shares; 2025Q2: 684 shares; 2025Q3: 928 shares; 2025Q4: 9,433 shares 9,433 $424K <0.01% +8,505 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,572 shares; 2024Q4: 18,760 shares; 2025Q1: 18,760 shares; 2025Q2: 18,760 shares; 2025Q3: 18,760 shares; 2025Q4: 18,760 shares 18,760 $424K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 13,130 shares; 2025Q1: 10,203 shares; 2025Q2: 9,750 shares; 2025Q3: 6,116 shares; 2025Q4: 5,563 shares 5,563 $424K <0.01% -553 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 932 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,370 shares; 2025Q4: 8,282 shares 8,282 $423K <0.01% +6,912 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,775 shares; 2025Q1: 1,851 shares; 2025Q2: 2,071 shares; 2025Q3: 2,259 shares; 2025Q4: 2,468 shares 2,468 $421K <0.01% +209 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 634 shares; 2025Q1: 720 shares; 2025Q2: 2,134 shares; 2025Q3: 3,796 shares; 2025Q4: 3,877 shares 3,877 $421K <0.01% +81 Timeline INCM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,861 shares 14,861 $417K <0.01% new Timeline FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,457 shares 4,457 $412K <0.01% new SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,887 shares; 2025Q1: 4,887 shares; 2025Q2: 4,887 shares; 2025Q3: 4,887 shares; 2025Q4: 4,887 shares 4,887 $412K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 28,034 shares; 2025Q1: 32,976 shares; 2025Q2: 32,976 shares; 2025Q3: 33,156 shares; 2025Q4: 22,011 shares 22,011 $409K <0.01% -11,145 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,690 shares; 2024Q4: 20,733 shares; 2025Q1: 11,073 shares; 2025Q2: 11,096 shares; 2025Q3: 8,547 shares; 2025Q4: 8,181 shares 8,181 $409K <0.01% -366 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,450 shares; 2025Q1: 1,566 shares; 2025Q2: 1,717 shares; 2025Q3: 2,711 shares; 2025Q4: 2,840 shares 2,840 $408K <0.01% +129 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 8,983 shares; 2025Q1: 8,078 shares; 2025Q2: 12,939 shares; 2025Q3: 14,911 shares; 2025Q4: 15,744 shares 15,744 $408K <0.01% +833 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 4,892 shares; 2025Q1: 2,642 shares; 2025Q2: 3,151 shares; 2025Q3: 2,946 shares; 2025Q4: 4,311 shares 4,311 $406K <0.01% +1,365 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 4,211 shares; 2025Q1: 4,212 shares; 2025Q2: 4,238 shares; 2025Q3: 4,680 shares; 2025Q4: 4,836 shares 4,836 $405K <0.01% +156 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 376 shares; 2025Q1: 366 shares; 2025Q2: 356 shares; 2025Q3: 346 shares; 2025Q4: 333 shares 333 $404K <0.01% -13