SPYI 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: 38,886 shares; 2024Q4: 40,231 shares; 2025Q1: 34,438 shares; 2025Q2: 40,970 shares; 2025Q3: 39,433 shares; 2025Q4: 25,904 shares 25,904 $1.36M 0.01% -13,529 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: 12,069 shares; 2024Q4: 13,298 shares; 2025Q1: 15,139 shares; 2025Q2: 15,373 shares; 2025Q3: 15,105 shares; 2025Q4: 16,638 shares 16,638 $1.35M 0.01% +1,533 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 51,710 shares; 2025Q3: 67,856 shares; 2025Q4: 69,072 shares 69,072 $1.34M 0.01% +1,216 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,349 shares; 2025Q4: 34,481 shares 34,481 $1.34M 0.01% +5,132 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 461 shares; 2025Q1: 810 shares; 2025Q2: 1,060 shares; 2025Q3: 1,183 shares; 2025Q4: 1,321 shares 1,321 $1.33M 0.01% +138 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,585 shares; 2024Q4: 8,783 shares; 2025Q1: 8,838 shares; 2025Q2: 8,054 shares; 2025Q3: 7,798 shares; 2025Q4: 8,184 shares 8,184 $1.33M 0.01% +386 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: 1,851 shares; 2024Q4: 2,218 shares; 2025Q1: 3,079 shares; 2025Q2: 5,032 shares; 2025Q3: 4,946 shares; 2025Q4: 5,087 shares 5,087 $1.32M 0.01% +141 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: 5,578 shares; 2024Q4: 6,134 shares; 2025Q1: 7,509 shares; 2025Q2: 7,758 shares; 2025Q3: 11,377 shares; 2025Q4: 13,116 shares 13,116 $1.3M 0.01% +1,739 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: 12,981 shares; 2024Q4: 18,451 shares; 2025Q1: 30,320 shares; 2025Q2: 34,781 shares; 2025Q3: 32,814 shares; 2025Q4: 34,977 shares 34,977 $1.29M 0.01% +2,163 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,812 shares; 2024Q4: 11,998 shares; 2025Q1: 9,249 shares; 2025Q2: 9,297 shares; 2025Q3: 9,103 shares; 2025Q4: 9,100 shares 9,100 $1.28M 0.01% -3 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: 974 shares; 2024Q4: 1,599 shares; 2025Q1: 1,586 shares; 2025Q2: 1,513 shares; 2025Q3: 1,502 shares; 2025Q4: 1,663 shares 1,663 $1.28M 0.01% +161 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 2,195 shares; 2025Q1: 5,014 shares; 2025Q2: 4,932 shares; 2025Q3: 4,903 shares; 2025Q4: 12,564 shares 12,564 $1.28M 0.01% +7,661 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,331 shares; 2025Q3: 6,101 shares; 2025Q4: 50,734 shares 50,734 $1.27M 0.01% +44,633 Timeline FTNT 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: 6,157 shares; 2024Q4: 7,716 shares; 2025Q1: 10,894 shares; 2025Q2: 13,242 shares; 2025Q3: 14,804 shares; 2025Q4: 15,943 shares 15,943 $1.27M 0.01% +1,139 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: 19,267 shares; 2024Q4: 19,389 shares; 2025Q1: 19,796 shares; 2025Q2: 19,653 shares; 2025Q3: not reported; 2025Q4: 21,512 shares 21,512 $1.26M 0.01% new 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: 28,030 shares; 2024Q4: 30,685 shares; 2025Q1: 28,484 shares; 2025Q2: 31,253 shares; 2025Q3: 14,344 shares; 2025Q4: 30,301 shares 30,301 $1.25M 0.01% +15,957 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,949 shares; 2024Q4: 1,277 shares; 2025Q1: 327 shares; 2025Q2: 331 shares; 2025Q3: 330 shares; 2025Q4: 16,114 shares 16,114 $1.24M 0.01% +15,784 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,705 shares 31,705 $1.23M 0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,573 shares; 2024Q4: 38,461 shares; 2025Q1: 16,002 shares; 2025Q2: 14,932 shares; 2025Q3: 16,667 shares; 2025Q4: 13,872 shares 13,872 $1.21M 0.01% -2,795 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,578 shares; 2025Q4: 47,131 shares 47,131 $1.21M 0.01% -3,447 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,078 shares; 2024Q4: 12,010 shares; 2025Q1: 12,422 shares; 2025Q2: 16,235 shares; 2025Q3: 14,814 shares; 2025Q4: 15,060 shares 15,060 $1.2M 0.01% +246 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 26,985 shares; 2025Q1: 12,327 shares; 2025Q2: 12,347 shares; 2025Q3: 16,004 shares; 2025Q4: 16,410 shares 16,410 $1.19M 0.01% +406 Timeline OCTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 46,547 shares 46,547 $1.19M 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,505 shares; 2025Q1: 2,408 shares; 2025Q2: 2,410 shares; 2025Q3: 2,411 shares; 2025Q4: 2,436 shares 2,436 $1.17M 0.01% +25 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: 20,327 shares; 2024Q4: 29,096 shares; 2025Q1: 30,969 shares; 2025Q2: 31,384 shares; 2025Q3: 25,352 shares; 2025Q4: 25,177 shares 25,177 $1.17M 0.01% -175 Timeline IWN 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: 6,397 shares; 2024Q4: 6,562 shares; 2025Q1: 6,583 shares; 2025Q2: 6,464 shares; 2025Q3: 6,465 shares; 2025Q4: 6,442 shares 6,442 $1.17M 0.01% -23 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: 3,722 shares; 2024Q4: 5,964 shares; 2025Q1: 5,274 shares; 2025Q2: 15,360 shares; 2025Q3: 19,657 shares; 2025Q4: 28,361 shares 28,361 $1.17M 0.01% +8,704 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,486 shares; 2025Q1: 3,590 shares; 2025Q2: 3,629 shares; 2025Q3: 3,648 shares; 2025Q4: 3,730 shares 3,730 $1.17M 0.01% +82 Timeline JULB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 45,458 shares 45,458 $1.16M 0.01% new 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: 3,768 shares; 2024Q4: 4,880 shares; 2025Q1: 8,021 shares; 2025Q2: 9,449 shares; 2025Q3: 7,636 shares; 2025Q4: 8,429 shares 8,429 $1.16M 0.01% +793 Timeline ESML 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: 276 shares; 2025Q1: 7,838 shares; 2025Q2: 26,037 shares; 2025Q3: 25,488 shares; 2025Q4: 25,141 shares 25,141 $1.16M 0.01% -347 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 11,033 shares; 2025Q1: 10,356 shares; 2025Q2: 6,931 shares; 2025Q3: 6,430 shares; 2025Q4: 7,432 shares 7,432 $1.15M 0.01% +1,002 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: 1,245 shares; 2024Q4: 2,166 shares; 2025Q1: 3,296 shares; 2025Q2: 4,765 shares; 2025Q3: 4,728 shares; 2025Q4: 5,120 shares 5,120 $1.15M 0.01% +392 Timeline IXC 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: 29,963 shares; 2024Q4: 30,996 shares; 2025Q1: 26,869 shares; 2025Q2: 26,576 shares; 2025Q3: 26,467 shares; 2025Q4: 27,002 shares 27,002 $1.13M 0.01% +535 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: 16,860 shares; 2024Q4: 14,152 shares; 2025Q1: 13,637 shares; 2025Q2: 12,957 shares; 2025Q3: 11,646 shares; 2025Q4: 11,237 shares 11,237 $1.13M 0.01% -409 Timeline BUFT 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: 54,580 shares; 2024Q4: 51,955 shares; 2025Q1: 50,180 shares; 2025Q2: 48,095 shares; 2025Q3: 47,025 shares; 2025Q4: 45,650 shares 45,650 $1.12M 0.01% -1,375 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: 10,885 shares; 2024Q4: 11,987 shares; 2025Q1: 12,663 shares; 2025Q2: 13,163 shares; 2025Q3: 13,697 shares; 2025Q4: 14,066 shares 14,066 $1.11M 0.01% +369 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 8,878 shares; 2025Q1: 12,532 shares; 2025Q2: 18,072 shares; 2025Q3: 14,143 shares; 2025Q4: 15,827 shares 15,827 $1.11M 0.01% +1,684 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,408 shares; 2024Q4: 8,785 shares; 2025Q1: 8,390 shares; 2025Q2: 8,733 shares; 2025Q3: 8,493 shares; 2025Q4: 8,520 shares 8,520 $1.11M 0.01% +27 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: not reported; 2024Q4: 1,542 shares; 2025Q1: 1,704 shares; 2025Q2: 3,805 shares; 2025Q3: 4,712 shares; 2025Q4: 5,423 shares 5,423 $1.11M 0.01% +711 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 6,814 shares; 2025Q1: 6,442 shares; 2025Q2: 7,110 shares; 2025Q3: 6,717 shares; 2025Q4: 6,915 shares 6,915 $1.11M 0.01% +198 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 6,345 shares; 2025Q1: 6,852 shares; 2025Q2: 6,861 shares; 2025Q3: 6,867 shares; 2025Q4: 7,256 shares 7,256 $1.1M 0.01% +389 Timeline SPTL 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: 94,818 shares; 2024Q4: 91,428 shares; 2025Q1: 43,711 shares; 2025Q2: 41,787 shares; 2025Q3: 41,325 shares; 2025Q4: 41,418 shares 41,418 $1.1M 0.01% +93 Timeline AGG 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: 13,925 shares; 2024Q4: 23,927 shares; 2025Q1: 22,847 shares; 2025Q2: 25,218 shares; 2025Q3: 11,872 shares; 2025Q4: 10,946 shares 10,946 $1.09M 0.01% -926 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167 shares; 2025Q1: 307 shares; 2025Q2: 440 shares; 2025Q3: 580 shares; 2025Q4: 541 shares 541 $1.09M 0.01% -39 Timeline XNOV 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 28,300 shares 28,300 $1.07M 0.01% +27,000 Timeline SFLR 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: 42 shares; 2025Q4: 29,006 shares 29,006 $1.07M 0.01% +28,964 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 11,298 shares; 2025Q2: 13,257 shares; 2025Q3: 14,453 shares; 2025Q4: 21,472 shares 21,472 $1.07M 0.01% +7,019 Timeline APRB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 41,570 shares 41,570 $1.06M 0.01% new Timeline QFLR 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: 30,835 shares 30,835 $1.06M 0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,322 shares; 2025Q2: 4,379 shares; 2025Q3: 5,564 shares; 2025Q4: 4,204 shares 4,204 $1.06M 0.01% -1,360 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 7,464 shares; 2025Q1: 7,975 shares; 2025Q2: 8,064 shares; 2025Q3: 15,142 shares; 2025Q4: 16,746 shares 16,746 $1.05M 0.01% +1,604 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 5,197 shares; 2025Q1: 4,679 shares; 2025Q2: 4,818 shares; 2025Q3: 4,782 shares; 2025Q4: 5,000 shares 5,000 $1.04M 0.01% +218 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: 15,760 shares; 2024Q4: 15,101 shares; 2025Q1: 14,701 shares; 2025Q2: 14,458 shares; 2025Q3: 13,471 shares; 2025Q4: 13,512 shares 13,512 $1.04M 0.01% +41 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,949 shares; 2024Q4: 10,001 shares; 2025Q1: 10,386 shares; 2025Q2: 15,182 shares; 2025Q3: 9,367 shares; 2025Q4: 12,117 shares 12,117 $1.03M 0.01% +2,750 Timeline BSMR 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: 41,391 shares; 2024Q4: 41,391 shares; 2025Q1: 42,479 shares; 2025Q2: 42,784 shares; 2025Q3: 43,082 shares; 2025Q4: 43,361 shares 43,361 $1.03M 0.01% +279 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,132 shares; 2025Q1: 3,866 shares; 2025Q2: 6,479 shares; 2025Q3: 8,113 shares; 2025Q4: 7,398 shares 7,398 $1.01M 0.01% -715 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,413 shares; 2024Q4: 537,510 shares; 2025Q1: 403,424 shares; 2025Q2: 391,709 shares; 2025Q3: 398,744 shares; 2025Q4: 398,709 shares 398,709 $1M 0.01% -35 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: 1,305 shares; 2024Q4: 3,406 shares; 2025Q1: 5,142 shares; 2025Q2: 5,295 shares; 2025Q3: 5,153 shares; 2025Q4: 5,163 shares 5,163 $1M 0.01% +10 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 5,348 shares; 2025Q1: 2,762 shares; 2025Q2: 2,802 shares; 2025Q3: 6,915 shares; 2025Q4: 7,953 shares 7,953 $1M 0.01% +1,038 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 6,995 shares; 2025Q2: 12,929 shares; 2025Q3: 16,051 shares; 2025Q4: 16,657 shares 16,657 $1000K 0.01% +606 Timeline XLI 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: 3,380 shares; 2024Q4: 5,863 shares; 2025Q1: 6,376 shares; 2025Q2: 5,848 shares; 2025Q3: 137,162 shares; 2025Q4: 6,407 shares 6,407 $994K 0.01% -130,755 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 26,421 shares; 2025Q1: 13,071 shares; 2025Q2: 13,071 shares; 2025Q3: 13,171 shares; 2025Q4: 15,382 shares 15,382 $991K 0.01% +2,211 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,785 shares; 2025Q1: 3,136 shares; 2025Q2: 5,666 shares; 2025Q3: 6,733 shares; 2025Q4: 5,449 shares 5,449 $983K 0.01% -1,284 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 2,288 shares; 2025Q1: 2,238 shares; 2025Q2: 2,145 shares; 2025Q3: 2,376 shares; 2025Q4: 2,090 shares 2,090 $982K 0.01% -286 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: 10,457 shares; 2024Q4: 10,544 shares; 2025Q1: 10,946 shares; 2025Q2: 11,422 shares; 2025Q3: 10,620 shares; 2025Q4: 11,451 shares 11,451 $980K 0.01% +831 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 3,346 shares; 2025Q1: 12,205 shares; 2025Q2: 19,893 shares; 2025Q3: 22,435 shares; 2025Q4: 19,349 shares 19,349 $977K 0.01% -3,086 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 11,525 shares; 2025Q1: 11,950 shares; 2025Q2: 12,252 shares; 2025Q3: 12,507 shares; 2025Q4: 14,016 shares 14,016 $973K 0.01% +1,509 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: 1,638 shares; 2024Q4: 1,748 shares; 2025Q1: 1,811 shares; 2025Q2: 1,958 shares; 2025Q3: 1,900 shares; 2025Q4: 3,487 shares 3,487 $973K 0.01% +1,587 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,055 shares; 2025Q1: 5,117 shares; 2025Q2: 8,506 shares; 2025Q3: 8,596 shares; 2025Q4: 10,080 shares 10,080 $967K 0.01% +1,484 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,899 shares; 2025Q1: 3,908 shares; 2025Q2: 4,938 shares; 2025Q3: 4,283 shares; 2025Q4: 4,405 shares 4,405 $966K 0.01% +122 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 61,607 shares; 2025Q1: 52,730 shares; 2025Q2: 18,213 shares; 2025Q3: 15,918 shares; 2025Q4: 15,272 shares 15,272 $962K 0.01% -646 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,516 shares; 2025Q2: 21,516 shares; 2025Q3: 21,516 shares; 2025Q4: 21,520 shares 21,520 $961K 0.01% +4 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 1,446 shares; 2025Q1: 1,441 shares; 2025Q2: 1,348 shares; 2025Q3: 1,332 shares; 2025Q4: 1,587 shares 1,587 $957K 0.01% +255 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,820 shares; 2025Q1: 18,827 shares; 2025Q2: 18,873 shares; 2025Q3: 13,873 shares; 2025Q4: 13,958 shares 13,958 $954K 0.01% +85 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,711 shares; 2025Q1: 54,095 shares; 2025Q2: 39,829 shares; 2025Q3: 39,420 shares; 2025Q4: 38,237 shares 38,237 $954K 0.01% -1,183 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 2,068 shares; 2025Q1: 2,291 shares; 2025Q2: 2,296 shares; 2025Q3: 2,422 shares; 2025Q4: 2,304 shares 2,304 $951K 0.01% -118 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: 2,173 shares; 2024Q4: 3,557 shares; 2025Q1: 5,448 shares; 2025Q2: 8,168 shares; 2025Q3: 10,414 shares; 2025Q4: 11,318 shares 11,318 $949K 0.01% +904 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 4,587 shares; 2025Q4: 8,265 shares 8,265 $935K 0.01% +3,678 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 3,256 shares; 2025Q1: 3,329 shares; 2025Q2: 3,386 shares; 2025Q3: 3,171 shares; 2025Q4: 3,524 shares 3,524 $925K 0.01% +353 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,090 shares; 2024Q4: 44,607 shares; 2025Q1: 76,042 shares; 2025Q2: 72,267 shares; 2025Q3: 66,351 shares; 2025Q4: 70,426 shares 70,426 $924K 0.01% +4,075 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: 5,193 shares; 2024Q4: 6,167 shares; 2025Q1: 6,990 shares; 2025Q2: 7,390 shares; 2025Q3: 7,224 shares; 2025Q4: 7,696 shares 7,696 $922K 0.01% +472 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: 21,638 shares; 2024Q4: 34,003 shares; 2025Q1: 23,450 shares; 2025Q2: 24,930 shares; 2025Q3: 23,263 shares; 2025Q4: 26,382 shares 26,382 $916K 0.01% +3,119 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 718 shares; 2025Q1: 880 shares; 2025Q2: 877 shares; 2025Q3: 938 shares; 2025Q4: 1,042 shares 1,042 $916K 0.01% +104 Timeline OEF 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: 963 shares; 2024Q4: 1,681 shares; 2025Q1: 1,606 shares; 2025Q2: 1,658 shares; 2025Q3: 2,013 shares; 2025Q4: 2,648 shares 2,648 $908K 0.01% +635 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,934 shares; 2024Q4: 29,435 shares; 2025Q1: 22,821 shares; 2025Q2: 15,264 shares; 2025Q3: 15,608 shares; 2025Q4: 14,916 shares 14,916 $907K 0.01% -692 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,548 shares; 2025Q1: 3,885 shares; 2025Q2: 4,013 shares; 2025Q3: 3,772 shares; 2025Q4: 5,350 shares 5,350 $907K 0.01% +1,578 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,894 shares; 2025Q1: 10,669 shares; 2025Q2: 12,219 shares; 2025Q3: 17,326 shares; 2025Q4: 18,936 shares 18,936 $906K 0.01% +1,610 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 17,022 shares; 2025Q4: 17,559 shares 17,559 $895K 0.01% +537 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,616 shares; 2024Q4: 7,961 shares; 2025Q1: 5,566 shares; 2025Q2: 5,815 shares; 2025Q3: 5,716 shares; 2025Q4: 6,575 shares 6,575 $870K 0.01% +859 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 4,073 shares; 2025Q1: 3,979 shares; 2025Q2: 5,731 shares; 2025Q3: 4,370 shares; 2025Q4: 4,318 shares 4,318 $870K 0.01% -52 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: 5,527 shares; 2024Q4: 6,970 shares; 2025Q1: 7,306 shares; 2025Q2: 7,321 shares; 2025Q3: 8,023 shares; 2025Q4: 7,695 shares 7,695 $869K 0.01% -328 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 15,105 shares; 2025Q4: 20,105 shares 20,105 $864K 0.01% +5,000 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: 1,061 shares; 2024Q4: 1,347 shares; 2025Q1: 1,988 shares; 2025Q2: 1,634 shares; 2025Q3: 1,644 shares; 2025Q4: 1,664 shares 1,664 $850K 0.01% +20 Timeline FNDX 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: 1,320 shares; 2024Q4: 31,938 shares; 2025Q1: 33,233 shares; 2025Q2: 32,957 shares; 2025Q3: 32,114 shares; 2025Q4: 31,228 shares 31,228 $850K 0.01% -886 Timeline XJH 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: 1,314 shares; 2024Q4: 1,417 shares; 2025Q1: 7,970 shares; 2025Q2: 18,579 shares; 2025Q3: 18,656 shares; 2025Q4: 18,938 shares 18,938 $846K 0.01% +282 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: 73,829 shares; 2024Q4: 797 shares; 2025Q1: 732 shares; 2025Q2: 1,009 shares; 2025Q3: 142,509 shares; 2025Q4: 3,848 shares 3,848 $826K 0.01% -138,661 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN 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: 3,203 shares; 2025Q3: 5,069 shares; 2025Q4: 5,775 shares 5,775 $823K 0.01% +706 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,639 shares; 2024Q4: 33,496 shares; 2025Q1: 29,970 shares; 2025Q2: 31,036 shares; 2025Q3: 28,710 shares; 2025Q4: 31,168 shares 31,168 $816K 0.01% +2,458 Timeline FESM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,521 shares 21,521 $813K 0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 13,346 shares; 2025Q3: 15,876 shares; 2025Q4: 17,086 shares 17,086 $813K 0.01% +1,210 Timeline ISTB 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: 27,846 shares; 2024Q4: 22,673 shares; 2025Q1: 21,145 shares; 2025Q2: 21,183 shares; 2025Q3: 16,650 shares; 2025Q4: 16,663 shares 16,663 $812K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,596 shares; 2025Q4: 10,417 shares 10,417 $806K 0.01% +1,821 Timeline PYLD 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: not reported; 2024Q4: 4,380 shares; 2025Q1: 15,529 shares; 2025Q2: 24,111 shares; 2025Q3: 28,100 shares; 2025Q4: 29,950 shares 29,950 $799K 0.01% +1,850 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,938 shares; 2024Q4: 45,033 shares; 2025Q1: 35,694 shares; 2025Q2: 35,420 shares; 2025Q3: not reported; 2025Q4: 46,109 shares 46,109 $798K 0.01% new Timeline FSIG 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: 54,750 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 46,150 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares 41,000 $787K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,696 shares; 2024Q4: 8,516 shares; 2025Q1: 7,569 shares; 2025Q2: 7,930 shares; 2025Q3: 7,984 shares; 2025Q4: 8,917 shares 8,917 $781K 0.01% +933 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: 3,960 shares; 2024Q4: 4,384 shares; 2025Q1: 4,212 shares; 2025Q2: 4,888 shares; 2025Q3: 8,315 shares; 2025Q4: 8,779 shares 8,779 $780K 0.01% +464 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 862 shares; 2025Q1: 898 shares; 2025Q2: 954 shares; 2025Q3: 969 shares; 2025Q4: 2,713 shares 2,713 $779K 0.01% +1,744 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: 216 shares; 2024Q4: 367 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 357 shares; 2025Q4: 358 shares 358 $770K 0.01% +1 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,319 shares; 2025Q4: 30,977 shares 30,977 $768K 0.01% +658 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,858 shares; 2025Q1: 19,520 shares; 2025Q2: 15,163 shares; 2025Q3: 13,177 shares; 2025Q4: 12,688 shares 12,688 $766K 0.01% -489 Timeline USXF 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: 12,658 shares; 2024Q4: 13,769 shares; 2025Q1: 13,777 shares; 2025Q2: 13,422 shares; 2025Q3: 13,217 shares; 2025Q4: 13,232 shares 13,232 $762K 0.01% +15 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 2,739 shares; 2025Q1: 3,799 shares; 2025Q2: 3,302 shares; 2025Q3: 3,421 shares; 2025Q4: 3,464 shares 3,464 $752K 0.01% +43 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,786 shares; 2025Q3: 3,107 shares; 2025Q4: 3,367 shares 3,367 $752K 0.01% +260 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,801 shares; 2025Q1: 9,318 shares; 2025Q2: 9,331 shares; 2025Q3: 9,491 shares; 2025Q4: 9,417 shares 9,417 $751K 0.01% -74 Timeline VONV 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: 4,284 shares; 2024Q4: 4,365 shares; 2025Q1: 8,701 shares; 2025Q2: 8,170 shares; 2025Q3: 8,034 shares; 2025Q4: 8,131 shares 8,131 $750K 0.01% +97 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP 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: 8,512 shares; 2025Q2: 15,907 shares; 2025Q3: 20,798 shares; 2025Q4: 24,389 shares 24,389 $748K 0.01% +3,591 Timeline CGSD 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: 29,450 shares; 2024Q4: 28,650 shares; 2025Q1: 28,650 shares; 2025Q2: 28,650 shares; 2025Q3: 28,650 shares; 2025Q4: 28,650 shares 28,650 $745K 0.01% 0 Timeline IEUR 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: 10,481 shares; 2025Q1: 13,931 shares; 2025Q2: 9,947 shares; 2025Q3: 10,187 shares; 2025Q4: 10,400 shares 10,400 $738K 0.01% +213 Timeline AUBN AUBURN NATL BANCORP More: the full row for AUBURN NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,390 shares; 2024Q4: 27,490 shares; 2025Q1: 27,490 shares; 2025Q2: 27,490 shares; 2025Q3: 27,290 shares; 2025Q4: 27,290 shares 27,290 $735K 0.01% 0 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: 1,555 shares; 2024Q4: 1,772 shares; 2025Q1: 1,943 shares; 2025Q2: 1,828 shares; 2025Q3: 2,263 shares; 2025Q4: 4,510 shares 4,510 $731K 0.01% +2,247 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 2,024 shares; 2025Q1: 3,061 shares; 2025Q2: 3,188 shares; 2025Q3: 3,185 shares; 2025Q4: 3,118 shares 3,118 $731K 0.01% -67 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: 431 shares; 2024Q4: 456 shares; 2025Q1: 479 shares; 2025Q2: 7,178 shares; 2025Q3: 7,730 shares; 2025Q4: 8,012 shares 8,012 $731K 0.01% +282 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 9,634 shares; 2025Q1: 100,792 shares; 2025Q2: 106,078 shares; 2025Q3: 10,368 shares; 2025Q4: 13,782 shares 13,782 $728K 0.01% +3,414 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: 2,343 shares; 2024Q4: 4,336 shares; 2025Q1: 5,433 shares; 2025Q2: 7,154 shares; 2025Q3: 4,488 shares; 2025Q4: 5,365 shares 5,365 $728K 0.01% +877 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: 2,544 shares; 2024Q4: 3,228 shares; 2025Q1: 3,406 shares; 2025Q2: 3,223 shares; 2025Q3: 5,405 shares; 2025Q4: 4,798 shares 4,798 $726K 0.01% -607 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,635 shares; 2025Q1: 2,422 shares; 2025Q2: 2,824 shares; 2025Q3: 5,544 shares; 2025Q4: 5,546 shares 5,546 $724K 0.01% +2 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: not reported; 2024Q4: 5,426 shares; 2025Q1: 6,738 shares; 2025Q2: 18,497 shares; 2025Q3: 16,472 shares; 2025Q4: 18,009 shares 18,009 $723K 0.01% +1,537 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,659 shares; 2025Q1: 106,034 shares; 2025Q2: 97,909 shares; 2025Q3: 105,709 shares; 2025Q4: 113,709 shares 113,709 $720K 0.01% +8,000 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: 3,562 shares; 2024Q4: 4,057 shares; 2025Q1: 3,885 shares; 2025Q2: 4,223 shares; 2025Q3: 4,200 shares; 2025Q4: 4,401 shares 4,401 $718K 0.01% +201 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: 2,921 shares; 2024Q4: 3,199 shares; 2025Q1: 3,312 shares; 2025Q2: 3,543 shares; 2025Q3: 3,378 shares; 2025Q4: 3,959 shares 3,959 $713K 0.01% +581 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,994 shares; 2025Q3: 1,640 shares; 2025Q4: 2,409 shares 2,409 $712K 0.01% +769 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,288 shares; 2024Q4: 15,207 shares; 2025Q1: 15,595 shares; 2025Q2: 15,649 shares; 2025Q3: 14,532 shares; 2025Q4: 14,858 shares 14,858 $711K 0.01% +326 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: 1,972 shares; 2024Q4: 2,910 shares; 2025Q1: 4,411 shares; 2025Q2: 3,882 shares; 2025Q3: 3,539 shares; 2025Q4: 3,119 shares 3,119 $710K 0.01% -420 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,169 shares; 2024Q4: 17,330 shares; 2025Q1: 15,953 shares; 2025Q2: 16,111 shares; 2025Q3: 15,433 shares; 2025Q4: 15,709 shares 15,709 $706K 0.01% +276 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 12,456 shares; 2025Q1: 12,454 shares; 2025Q2: 12,491 shares; 2025Q3: 12,492 shares; 2025Q4: 12,494 shares 12,494 $706K 0.01% +2 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: 7,864 shares; 2024Q4: 8,291 shares; 2025Q1: 8,578 shares; 2025Q2: 8,563 shares; 2025Q3: 8,489 shares; 2025Q4: 8,761 shares 8,761 $703K 0.01% +272 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 7,662 shares; 2025Q1: 6,759 shares; 2025Q2: 6,553 shares; 2025Q3: 6,583 shares; 2025Q4: 6,644 shares 6,644 $701K 0.01% +61 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: 9,148 shares; 2024Q4: 11,746 shares; 2025Q1: 13,012 shares; 2025Q2: 15,095 shares; 2025Q3: 14,258 shares; 2025Q4: 11,904 shares 11,904 $695K 0.01% -2,354 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: 1,919 shares; 2024Q4: 3,796 shares; 2025Q1: 3,694 shares; 2025Q2: 3,982 shares; 2025Q3: 2,567 shares; 2025Q4: 3,370 shares 3,370 $693K 0.01% +803 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 938 shares; 2025Q2: 2,447 shares; 2025Q3: 2,928 shares; 2025Q4: 3,211 shares 3,211 $690K 0.01% +283 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: 3,092 shares; 2024Q4: 3,190 shares; 2025Q1: 3,684 shares; 2025Q2: 3,494 shares; 2025Q3: 3,827 shares; 2025Q4: 4,751 shares 4,751 $684K 0.01% +924 Timeline DES 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 516 shares; 2025Q2: 519 shares; 2025Q3: 522 shares; 2025Q4: 20,168 shares 20,168 $675K 0.01% +19,646 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,468 shares; 2025Q1: 7,814 shares; 2025Q2: 7,477 shares; 2025Q3: 6,470 shares; 2025Q4: 6,101 shares 6,101 $673K 0.01% -369 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,969 shares; 2024Q4: 41,111 shares; 2025Q1: 40,835 shares; 2025Q2: 38,705 shares; 2025Q3: 38,739 shares; 2025Q4: 38,954 shares 38,954 $666K 0.01% +215 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: 274 shares; 2024Q4: 335 shares; 2025Q1: 1,315 shares; 2025Q2: 1,110 shares; 2025Q3: 3,097 shares; 2025Q4: 3,145 shares 3,145 $664K 0.01% +48 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,238 shares; 2024Q4: 20,033 shares; 2025Q1: 20,632 shares; 2025Q2: 20,561 shares; 2025Q3: 19,269 shares; 2025Q4: 22,850 shares 22,850 $659K 0.01% +3,581 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,282 shares; 2025Q1: 10,947 shares; 2025Q2: 10,953 shares; 2025Q3: 10,390 shares; 2025Q4: 10,657 shares 10,657 $658K 0.01% +267 Timeline 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: 7,606 shares; 2024Q4: 14,521 shares; 2025Q1: 9,362 shares; 2025Q2: 11,479 shares; 2025Q3: 8,353 shares; 2025Q4: 8,947 shares 8,947 $657K 0.01% +594 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,714 shares; 2025Q3: 14,083 shares; 2025Q4: 16,833 shares 16,833 $650K 0.01% +2,750 Timeline DUSB 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: 1,855 shares; 2024Q4: 1,930 shares; 2025Q1: 1,961 shares; 2025Q2: 1,962 shares; 2025Q3: 2,087 shares; 2025Q4: 12,812 shares 12,812 $649K 0.01% +10,725 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,653 shares; 2024Q4: 10,108 shares; 2025Q1: 9,045 shares; 2025Q2: 9,025 shares; 2025Q3: 9,021 shares; 2025Q4: 9,032 shares 9,032 $648K 0.01% +11 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,970 shares; 2024Q4: 48,079 shares; 2025Q1: 48,064 shares; 2025Q2: 47,085 shares; 2025Q3: 46,325 shares; 2025Q4: 43,542 shares 43,542 $645K 0.01% -2,783 Timeline CPHC CANTERBURY PK HLDG CORP More: the full row for CANTERBURY PK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,586 shares; 2024Q4: 42,739 shares; 2025Q1: 42,849 shares; 2025Q2: 42,982 shares; 2025Q3: 41,682 shares; 2025Q4: 41,682 shares 41,682 $642K 0.01% 0 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: not reported; 2024Q4: 4,681 shares; 2025Q1: 6,208 shares; 2025Q2: 5,463 shares; 2025Q3: 6,340 shares; 2025Q4: 7,665 shares 7,665 $639K 0.01% +1,325 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: 2,179 shares; 2024Q4: 2,863 shares; 2025Q1: 7,765 shares; 2025Q2: 7,033 shares; 2025Q3: 11,424 shares; 2025Q4: 10,090 shares 10,090 $635K 0.01% -1,334 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: 9,600 shares 9,600 $628K 0.01% new Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,596 shares; 2025Q1: 3,596 shares; 2025Q2: 3,596 shares; 2025Q3: 3,596 shares; 2025Q4: 3,596 shares 3,596 $626K 0.01% 0 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: not reported; 2024Q4: 12,791 shares; 2025Q1: 10,557 shares; 2025Q2: 9,343 shares; 2025Q3: 9,224 shares; 2025Q4: 10,689 shares 10,689 $624K 0.01% +1,465 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: 16,637 shares; 2024Q4: 16,637 shares; 2025Q1: 16,637 shares; 2025Q2: 16,637 shares; 2025Q3: 16,637 shares; 2025Q4: 16,637 shares 16,637 $615K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,232 shares; 2024Q4: 75,919 shares; 2025Q1: 13,951 shares; 2025Q2: 29,793 shares; 2025Q3: 30,231 shares; 2025Q4: 19,134 shares 19,134 $613K 0.01% -11,097 Timeline SPHQ 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: 5,209 shares; 2024Q4: 6,835 shares; 2025Q1: 5,578 shares; 2025Q2: 5,586 shares; 2025Q3: 6,041 shares; 2025Q4: 8,152 shares 8,152 $612K 0.01% +2,111 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 1,249 shares; 2025Q1: 1,598 shares; 2025Q2: 1,066 shares; 2025Q3: 1,090 shares; 2025Q4: 1,246 shares 1,246 $611K 0.01% +156 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: 10,317 shares; 2024Q4: 14,366 shares; 2025Q1: 16,506 shares; 2025Q2: 12,781 shares; 2025Q3: 13,530 shares; 2025Q4: 14,005 shares 14,005 $610K 0.01% +475 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: 1,429 shares; 2024Q4: 1,579 shares; 2025Q1: 1,693 shares; 2025Q2: 1,877 shares; 2025Q3: 2,037 shares; 2025Q4: 2,119 shares 2,119 $609K 0.01% +82 Timeline VGIT 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: 4,011 shares; 2024Q4: 10,152 shares; 2025Q1: 6,240 shares; 2025Q2: 4,235 shares; 2025Q3: 9,754 shares; 2025Q4: 10,047 shares 10,047 $602K 0.01% +293 Timeline SUSB 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: 1,141 shares; 2024Q4: 23,615 shares; 2025Q1: 23,288 shares; 2025Q2: 23,337 shares; 2025Q3: 23,297 shares; 2025Q4: 23,841 shares 23,841 $602K 0.01% +544 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: 90,391 shares; 2024Q4: 103,720 shares; 2025Q1: 109,271 shares; 2025Q2: 81,765 shares; 2025Q3: 87,047 shares; 2025Q4: 8,820 shares 8,820 $592K 0.01% -78,227 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 40,135 shares; 2025Q4: 40,135 shares 40,135 $588K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,184 shares; 2025Q1: 1,288 shares; 2025Q2: 1,290 shares; 2025Q3: 1,305 shares; 2025Q4: 1,315 shares 1,315 $584K <0.01% +10 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: 1,301 shares; 2024Q4: 1,474 shares; 2025Q1: 1,645 shares; 2025Q2: 1,824 shares; 2025Q3: 1,651 shares; 2025Q4: 1,958 shares 1,958 $580K <0.01% +307 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,342 shares; 2024Q4: 15,722 shares; 2025Q1: 17,581 shares; 2025Q2: 15,813 shares; 2025Q3: 26,675 shares; 2025Q4: 36,033 shares 36,033 $579K <0.01% +9,358 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: not reported; 2024Q4: 1,456 shares; 2025Q1: 2,761 shares; 2025Q2: 2,800 shares; 2025Q3: 1,535 shares; 2025Q4: 2,037 shares 2,037 $577K <0.01% +502 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,766 shares; 2024Q4: 114,766 shares; 2025Q1: 114,466 shares; 2025Q2: 114,309 shares; 2025Q3: 113,539 shares; 2025Q4: 105,639 shares 105,639 $572K <0.01% -7,900 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,794 shares; 2025Q4: 6,333 shares 6,333 $569K <0.01% +539 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,039 shares; 2025Q2: 1,180 shares; 2025Q3: 837 shares; 2025Q4: 979 shares 979 $569K <0.01% +142 Timeline IGTR 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: 21,195 shares; 2024Q4: 20,795 shares; 2025Q1: 19,995 shares; 2025Q2: 19,995 shares; 2025Q3: 19,995 shares; 2025Q4: 19,995 shares 19,995 $561K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 26,795 shares; 2025Q1: 23,912 shares; 2025Q2: 24,000 shares; 2025Q3: 23,064 shares; 2025Q4: 22,925 shares 22,925 $559K <0.01% -139 Timeline PALC 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: 2,128 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,686 shares 10,686 $558K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,214 shares; 2025Q3: 791 shares; 2025Q4: 2,438 shares 2,438 $552K <0.01% +1,647 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 7,041 shares; 2025Q1: 7,520 shares; 2025Q2: 10,060 shares; 2025Q3: 11,952 shares; 2025Q4: 10,790 shares 10,790 $549K <0.01% -1,162 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,702 shares; 2024Q4: 99,395 shares; 2025Q1: 78,934 shares; 2025Q2: 15,835 shares; 2025Q3: 13,571 shares; 2025Q4: 13,595 shares 13,595 $549K <0.01% +24 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,811 shares; 2024Q4: 9,474 shares; 2025Q1: 9,963 shares; 2025Q2: 9,979 shares; 2025Q3: 10,007 shares; 2025Q4: 10,011 shares 10,011 $548K <0.01% +4 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: 1,919 shares; 2024Q4: 1,981 shares; 2025Q1: 1,998 shares; 2025Q2: 2,438 shares; 2025Q3: 2,034 shares; 2025Q4: 2,183 shares 2,183 $548K <0.01% +149 Timeline SHYG 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: 10,685 shares; 2024Q4: 10,681 shares; 2025Q1: 11,531 shares; 2025Q2: 14,327 shares; 2025Q3: 15,060 shares; 2025Q4: 12,745 shares 12,745 $546K <0.01% -2,315 Timeline IWO 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: 1,589 shares; 2024Q4: 1,718 shares; 2025Q1: 1,629 shares; 2025Q2: 1,636 shares; 2025Q3: 1,693 shares; 2025Q4: 1,672 shares 1,672 $540K <0.01% -21 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 20,567 shares 20,567 $540K <0.01% +13,567 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,608 shares 12,608 $539K <0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,275 shares; 2025Q1: 3,115 shares; 2025Q2: 3,144 shares; 2025Q3: 3,127 shares; 2025Q4: 3,210 shares 3,210 $538K <0.01% +83 Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN 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: 210,200 shares; 2025Q4: 263,200 shares 263,200 $532K <0.01% +53,000 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares 8,000 $527K <0.01% new Timeline FIG FIGMA INC More: the full row for FIGMA 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: 8,510 shares; 2025Q4: 13,980 shares 13,980 $522K <0.01% +5,470 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,592 shares; 2024Q4: 50,618 shares; 2025Q1: 45,144 shares; 2025Q2: 44,071 shares; 2025Q3: 43,274 shares; 2025Q4: 41,099 shares 41,099 $522K <0.01% -2,175 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,763 shares; 2025Q1: 5,005 shares; 2025Q2: 10,218 shares; 2025Q3: 6,136 shares; 2025Q4: 6,299 shares 6,299 $517K <0.01% +163 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 685 shares; 2025Q1: 669 shares; 2025Q2: 658 shares; 2025Q3: 781 shares; 2025Q4: 843 shares 843 $516K <0.01% +62 Timeline VFH 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: 795 shares; 2024Q4: 850 shares; 2025Q1: 2,344 shares; 2025Q2: 1,468 shares; 2025Q3: 4,195 shares; 2025Q4: 3,822 shares 3,822 $510K <0.01% -373 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,215 shares; 2025Q1: 2,353 shares; 2025Q2: 2,502 shares; 2025Q3: 2,504 shares; 2025Q4: 2,408 shares 2,408 $510K <0.01% -96 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,644 shares; 2024Q4: 19,136 shares; 2025Q1: 20,999 shares; 2025Q2: 21,573 shares; 2025Q3: 20,550 shares; 2025Q4: 21,834 shares 21,834 $509K <0.01% +1,284 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,271 shares; 2025Q1: not reported; 2025Q2: 3,552 shares; 2025Q3: 3,767 shares; 2025Q4: 4,543 shares 4,543 $508K <0.01% +776 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 8,654 shares; 2025Q1: 8,652 shares; 2025Q2: 10,180 shares; 2025Q3: 10,844 shares; 2025Q4: 8,996 shares 8,996 $507K <0.01% -1,848 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,888 shares; 2024Q4: 15,374 shares; 2025Q1: 12,997 shares; 2025Q2: 12,985 shares; 2025Q3: 12,985 shares; 2025Q4: 12,992 shares 12,992 $506K <0.01% +7 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,251 shares; 2024Q4: 26,063 shares; 2025Q1: 29,263 shares; 2025Q2: 32,161 shares; 2025Q3: 436 shares; 2025Q4: 539 shares 539 $503K <0.01% +103 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: 7,650 shares; 2024Q4: 7,697 shares; 2025Q1: 7,728 shares; 2025Q2: 7,678 shares; 2025Q3: 7,688 shares; 2025Q4: 7,701 shares 7,701 $501K <0.01% +13 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: 1,334 shares; 2025Q2: 1,675 shares; 2025Q3: 767 shares; 2025Q4: 825 shares 825 $499K <0.01% +58 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,859 shares; 2025Q4: 6,291 shares 6,291 $499K <0.01% +1,432 Timeline FENI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,180 shares; 2025Q4: 13,564 shares 13,564 $496K <0.01% +5,384 Timeline REET 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: 16,422 shares; 2024Q4: 18,097 shares; 2025Q1: 19,842 shares; 2025Q2: 20,437 shares; 2025Q3: 20,712 shares; 2025Q4: 19,845 shares 19,845 $495K <0.01% -867 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,023 shares; 2024Q4: 7,075 shares; 2025Q1: 7,089 shares; 2025Q2: 8,300 shares; 2025Q3: 7,636 shares; 2025Q4: 7,648 shares 7,648 $492K <0.01% +12 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,327 shares; 2024Q4: 13,277 shares; 2025Q1: 14,034 shares; 2025Q2: 14,303 shares; 2025Q3: not reported; 2025Q4: 14,258 shares 14,258 $491K <0.01% new Timeline VTWO 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: 2,829 shares; 2024Q4: 4,884 shares; 2025Q1: 4,906 shares; 2025Q2: 4,919 shares; 2025Q3: 4,929 shares; 2025Q4: 4,933 shares 4,933 $491K <0.01% +4 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: 3,805 shares; 2024Q4: 4,977 shares; 2025Q1: 4,196 shares; 2025Q2: 4,029 shares; 2025Q3: 4,174 shares; 2025Q4: 4,472 shares 4,472 $490K <0.01% +298 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 15,153 shares; 2025Q4: 15,061 shares 15,061 $489K <0.01% -92 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: not reported; 2024Q4: 1,931 shares; 2025Q1: 2,828 shares; 2025Q2: 5,291 shares; 2025Q3: 2,104 shares; 2025Q4: 2,286 shares 2,286 $488K <0.01% +182 Timeline SPYV 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: 3,943 shares; 2024Q4: 5,663 shares; 2025Q1: 7,469 shares; 2025Q2: 6,951 shares; 2025Q3: 7,204 shares; 2025Q4: 8,562 shares 8,562 $486K <0.01% +1,358 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: 1,034 shares; 2024Q4: 1,322 shares; 2025Q1: 1,428 shares; 2025Q2: 1,497 shares; 2025Q3: 1,412 shares; 2025Q4: 1,378 shares 1,378 $486K <0.01% -34 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 4,971 shares; 2025Q1: 5,100 shares; 2025Q2: 5,255 shares; 2025Q3: 5,486 shares; 2025Q4: 5,556 shares 5,556 $485K <0.01% +70 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: 2,815 shares; 2024Q4: 2,857 shares; 2025Q1: 2,996 shares; 2025Q2: 3,274 shares; 2025Q3: 3,320 shares; 2025Q4: 3,409 shares 3,409 $482K <0.01% +89 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: 5,136 shares; 2024Q4: 167,580 shares; 2025Q1: 184,462 shares; 2025Q2: 6,583 shares; 2025Q3: 7,128 shares; 2025Q4: 7,043 shares 7,043 $480K <0.01% -85 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: 2,606 shares; 2024Q4: 6,342 shares; 2025Q1: 6,677 shares; 2025Q2: 5,316 shares; 2025Q3: 5,018 shares; 2025Q4: 5,198 shares 5,198 $478K <0.01% +180 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: 1,818 shares; 2024Q4: 2,201 shares; 2025Q1: 2,394 shares; 2025Q2: 3,379 shares; 2025Q3: 3,312 shares; 2025Q4: 3,510 shares 3,510 $478K <0.01% +198 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: 9,622 shares; 2024Q4: 23,902 shares; 2025Q1: 206,405 shares; 2025Q2: 11,127 shares; 2025Q3: 14,866 shares; 2025Q4: 16,894 shares 16,894 $477K <0.01% +2,028 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: not reported; 2024Q4: not reported; 2025Q1: 1,833 shares; 2025Q2: 1,817 shares; 2025Q3: 2,656 shares; 2025Q4: 2,786 shares 2,786 $475K <0.01% +130 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: not reported; 2024Q4: 9,355 shares; 2025Q1: 4,946 shares; 2025Q2: 4,198 shares; 2025Q3: 3,733 shares; 2025Q4: 5,058 shares 5,058 $475K <0.01% +1,325 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,431 shares; 2024Q4: 27,921 shares; 2025Q1: 27,957 shares; 2025Q2: 27,994 shares; 2025Q3: 26,897 shares; 2025Q4: 26,797 shares 26,797 $475K <0.01% -100 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: 2,580 shares; 2025Q4: 2,569 shares 2,569 $474K <0.01% -11 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,355 shares; 2025Q1: 1,459 shares; 2025Q2: 1,450 shares; 2025Q3: 1,241 shares; 2025Q4: 1,247 shares 1,247 $474K <0.01% +6 Timeline BSV 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: 5,952 shares; 2024Q4: 5,294 shares; 2025Q1: 6,479 shares; 2025Q2: 6,371 shares; 2025Q3: 5,840 shares; 2025Q4: 6,003 shares 6,003 $473K <0.01% +163 Timeline TCAF 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: 12,235 shares; 2024Q4: 12,285 shares; 2025Q1: 12,385 shares; 2025Q2: 12,360 shares; 2025Q3: 12,360 shares; 2025Q4: 12,369 shares 12,369 $473K <0.01% +9 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: not reported; 2024Q4: 1,443 shares; 2025Q1: not reported; 2025Q2: 2,937 shares; 2025Q3: 1,895 shares; 2025Q4: 2,089 shares 2,089 $471K <0.01% +194 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,982 shares; 2025Q2: 5,039 shares; 2025Q3: 5,200 shares; 2025Q4: 5,785 shares 5,785 $470K <0.01% +585 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: not reported; 2024Q4: 16,220 shares; 2025Q1: 4,399 shares; 2025Q2: 2,653 shares; 2025Q3: 1,941 shares; 2025Q4: 2,035 shares 2,035 $468K <0.01% +94 Timeline PFM 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: 9,040 shares; 2024Q4: 9,040 shares; 2025Q1: 9,040 shares; 2025Q2: 9,040 shares; 2025Q3: 9,040 shares; 2025Q4: 9,040 shares 9,040 $466K <0.01% 0 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: not reported; 2024Q4: 1,988 shares; 2025Q1: 2,068 shares; 2025Q2: 2,488 shares; 2025Q3: 2,344 shares; 2025Q4: 2,881 shares 2,881 $465K <0.01% +537 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: 150 shares; 2024Q4: 187 shares; 2025Q1: 815 shares; 2025Q2: 740 shares; 2025Q3: 985 shares; 2025Q4: 1,045 shares 1,045 $465K <0.01% +60 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,094 shares; 2025Q1: 3,305 shares; 2025Q2: 3,432 shares; 2025Q3: 3,652 shares; 2025Q4: 3,634 shares 3,634 $464K <0.01% -18 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 9,275 shares; 2025Q1: 9,019 shares; 2025Q2: 8,827 shares; 2025Q3: 9,477 shares; 2025Q4: 9,860 shares 9,860 $463K <0.01% +383 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 6,145 shares; 2025Q1: 6,141 shares; 2025Q2: 5,883 shares; 2025Q3: 6,392 shares; 2025Q4: 5,977 shares 5,977 $463K <0.01% -415 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,095 shares; 2024Q4: 25,095 shares; 2025Q1: 25,095 shares; 2025Q2: 25,527 shares; 2025Q3: 25,222 shares; 2025Q4: 25,295 shares 25,295 $461K <0.01% +73 Timeline HIMU 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: not reported; 2025Q1: 8,215 shares; 2025Q2: 79,355 shares; 2025Q3: 8,146 shares; 2025Q4: 9,403 shares 9,403 $458K <0.01% +1,257 Timeline FFLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,176 shares; 2025Q4: 8,561 shares 8,561 $457K <0.01% +6,385 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares 4,230 $456K <0.01% 0 Timeline VONE 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: 76 shares; 2024Q4: 1,294 shares; 2025Q1: 1,326 shares; 2025Q2: 1,401 shares; 2025Q3: 1,410 shares; 2025Q4: 1,472 shares 1,472 $455K <0.01% +62 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,207 shares; 2025Q1: 6,134 shares; 2025Q2: 5,677 shares; 2025Q3: 8,927 shares; 2025Q4: 8,792 shares 8,792 $454K <0.01% -135 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 2,634 shares 2,634 $454K <0.01% +884 Timeline DMXF 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: 6,187 shares; 2024Q4: 6,374 shares; 2025Q1: 6,217 shares; 2025Q2: 6,251 shares; 2025Q3: 5,909 shares; 2025Q4: 5,979 shares 5,979 $449K <0.01% +70 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,433 shares; 2024Q4: 8,179 shares; 2025Q1: 8,291 shares; 2025Q2: 4,956 shares; 2025Q3: 5,241 shares; 2025Q4: 6,090 shares 6,090 $448K <0.01% +849 Timeline ICF 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: 4,442 shares; 2024Q4: 8,735 shares; 2025Q1: 7,754 shares; 2025Q2: 7,615 shares; 2025Q3: 7,622 shares; 2025Q4: 7,464 shares 7,464 $445K <0.01% -158 Timeline DSEP 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: 9,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares 9,900 $445K <0.01% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 35,116 shares; 2025Q1: 9,100 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares 8,900 $444K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,889 shares 1,889 $442K <0.01% +72 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,248 shares; 2025Q1: 23,324 shares; 2025Q2: 23,381 shares; 2025Q3: 23,431 shares; 2025Q4: 22,958 shares 22,958 $441K <0.01% -473 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 199 shares; 2025Q1: 206 shares; 2025Q2: 222 shares; 2025Q3: 335 shares; 2025Q4: 329 shares 329 $438K <0.01% -6 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: 1,653 shares; 2024Q4: 1,705 shares; 2025Q1: 1,759 shares; 2025Q2: 2,003 shares; 2025Q3: 2,020 shares; 2025Q4: 2,120 shares 2,120 $435K <0.01% +100 Timeline FOXA FOX CORP More: the full row for FOX 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: 4,954 shares; 2025Q4: 5,928 shares 5,928 $433K <0.01% +974 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,883 shares; 2025Q1: 9,246 shares; 2025Q2: 9,044 shares; 2025Q3: 9,078 shares; 2025Q4: 9,506 shares 9,506 $433K <0.01% +428 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,796 shares; 2024Q4: 5,736 shares; 2025Q1: 5,039 shares; 2025Q2: 8,346 shares; 2025Q3: 5,882 shares; 2025Q4: 10,120 shares 10,120 $432K <0.01% +4,238 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: not reported; 2024Q4: not reported; 2025Q1: 4,885 shares; 2025Q2: 4,562 shares; 2025Q3: 4,644 shares; 2025Q4: 4,716 shares 4,716 $431K <0.01% +72 Timeline NFLT 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: 21,357 shares; 2024Q4: 18,504 shares; 2025Q1: 18,504 shares; 2025Q2: 18,504 shares; 2025Q3: 18,504 shares; 2025Q4: 18,504 shares 18,504 $426K <0.01% 0 Timeline TQQQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,880 shares; 2025Q3: 4,476 shares; 2025Q4: 8,065 shares 8,065 $425K <0.01% +3,589 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: not reported; 2024Q4: 2,219 shares; 2025Q1: 2,254 shares; 2025Q2: 2,652 shares; 2025Q3: 2,883 shares; 2025Q4: 3,289 shares 3,289 $424K <0.01% +406 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 9,517 shares; 2025Q1: 10,540 shares; 2025Q2: 9,125 shares; 2025Q3: 5,201 shares; 2025Q4: 5,699 shares 5,699 $423K <0.01% +498 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: 1,751 shares; 2024Q4: 2,485 shares; 2025Q1: 2,408 shares; 2025Q2: 5,026 shares; 2025Q3: 2,982 shares; 2025Q4: 3,106 shares 3,106 $423K <0.01% +124 Timeline VRSN 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: 1,055 shares; 2025Q1: 1,118 shares; 2025Q2: 1,686 shares; 2025Q3: 1,439 shares; 2025Q4: 1,739 shares 1,739 $422K <0.01% +300 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,961 shares; 2024Q4: 20,865 shares; 2025Q1: 17,158 shares; 2025Q2: 21,455 shares; 2025Q3: 19,825 shares; 2025Q4: 8,848 shares 8,848 $422K <0.01% -10,977 Timeline TFLO 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: 10,197 shares; 2024Q4: 10,400 shares; 2025Q1: 9,391 shares; 2025Q2: 9,129 shares; 2025Q3: 8,872 shares; 2025Q4: 8,363 shares 8,363 $422K <0.01% -509 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: not reported; 2024Q4: not reported; 2025Q1: 3,666 shares; 2025Q2: 4,984 shares; 2025Q3: 4,406 shares; 2025Q4: 7,011 shares 7,011 $421K <0.01% +2,605 Timeline INTF 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: 13,022 shares; 2024Q4: 11,089 shares; 2025Q1: 11,089 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares; 2025Q4: 11,094 shares 11,094 $419K <0.01% +2 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,346 shares; 2025Q1: 4,344 shares; 2025Q2: 4,161 shares; 2025Q3: 4,194 shares; 2025Q4: 4,320 shares 4,320 $418K <0.01% +126 Timeline DLN 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: 300 shares; 2024Q4: 354 shares; 2025Q1: 1,566 shares; 2025Q2: 1,494 shares; 2025Q3: 1,241 shares; 2025Q4: 4,746 shares 4,746 $418K <0.01% +3,505 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,555 shares; 2025Q3: 3,359 shares; 2025Q4: 4,241 shares 4,241 $412K <0.01% +882 Timeline VEU 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: 677 shares; 2024Q4: 4,198 shares; 2025Q1: 5,420 shares; 2025Q2: 5,393 shares; 2025Q3: 6,216 shares; 2025Q4: 5,594 shares 5,594 $411K <0.01% -622 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,939 shares; 2025Q1: 3,050 shares; 2025Q2: 2,713 shares; 2025Q3: 2,648 shares; 2025Q4: 2,620 shares 2,620 $411K <0.01% -28 Timeline IDEV 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: 1,657,830 shares; 2024Q4: 1,917,437 shares; 2025Q1: 2,272,838 shares; 2025Q2: 778,922 shares; 2025Q3: 783,503 shares; 2025Q4: 4,978 shares 4,978 $411K <0.01% -778,525 Timeline FDVV 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: 5,228 shares; 2024Q4: 5,290 shares; 2025Q1: 6,765 shares; 2025Q2: 7,769 shares; 2025Q3: 7,445 shares; 2025Q4: 7,234 shares 7,234 $410K <0.01% -211 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,769 shares; 2025Q1: 1,824 shares; 2025Q2: 1,677 shares; 2025Q3: 1,653 shares; 2025Q4: 1,781 shares 1,781 $406K <0.01% +128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,482 shares; 2025Q4: 4,701 shares 4,701 $406K <0.01% +2,219 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: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,817 shares; 2025Q3: 2,417 shares; 2025Q4: 2,453 shares 2,453 $401K <0.01% +36 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,653 shares; 2025Q1: 2,397 shares; 2025Q2: 2,229 shares; 2025Q3: 2,269 shares; 2025Q4: 2,241 shares 2,241 $400K <0.01% -28 Timeline RSPT 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: 5,639 shares; 2024Q4: 8,300 shares; 2025Q1: 5,166 shares; 2025Q2: 5,166 shares; 2025Q3: 5,380 shares; 2025Q4: 8,787 shares 8,787 $400K <0.01% +3,407 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: not reported; 2024Q4: 2,824 shares; 2025Q1: 2,871 shares; 2025Q2: 2,847 shares; 2025Q3: 2,824 shares; 2025Q4: 2,806 shares 2,806 $399K <0.01% -18 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 2,408 shares; 2025Q1: 3,085 shares; 2025Q2: 1,812 shares; 2025Q3: 2,065 shares; 2025Q4: 2,154 shares 2,154 $399K <0.01% +89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,271 shares; 2025Q4: 6,087 shares 6,087 $396K <0.01% +1,816 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,843 shares 5,843 $395K <0.01% new 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: not reported; 2024Q4: 18,592 shares; 2025Q1: 18,794 shares; 2025Q2: 16,688 shares; 2025Q3: 15,446 shares; 2025Q4: 14,957 shares 14,957 $394K <0.01% -489 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: 4,503 shares; 2024Q4: 7,117 shares; 2025Q1: 6,095 shares; 2025Q2: 5,447 shares; 2025Q3: 4,802 shares; 2025Q4: 5,852 shares 5,852 $392K <0.01% +1,050 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: 4,807 shares; 2024Q4: 7,816 shares; 2025Q1: 8,457 shares; 2025Q2: 7,821 shares; 2025Q3: 8,134 shares; 2025Q4: 8,299 shares 8,299 $388K <0.01% +165 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,474 shares; 2025Q3: 8,474 shares; 2025Q4: 8,474 shares 8,474 $388K <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,751 shares; 2025Q1: 6,916 shares; 2025Q2: 6,744 shares; 2025Q3: 6,998 shares; 2025Q4: 10,542 shares 10,542 $388K <0.01% +3,544 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: 6,335 shares; 2024Q4: 6,739 shares; 2025Q1: 6,789 shares; 2025Q2: 6,471 shares; 2025Q3: 6,886 shares; 2025Q4: 5,653 shares 5,653 $381K <0.01% -1,233 Timeline DFNM 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: 22,357 shares; 2024Q4: 10,770 shares; 2025Q1: 6,819 shares; 2025Q2: 7,504 shares; 2025Q3: 7,926 shares; 2025Q4: 7,873 shares 7,873 $379K <0.01% -53 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,809 shares; 2024Q4: 32,890 shares; 2025Q1: 31,423 shares; 2025Q2: 31,485 shares; 2025Q3: 30,237 shares; 2025Q4: 29,251 shares 29,251 $379K <0.01% -986 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: not reported; 2024Q4: 564 shares; 2025Q1: 757 shares; 2025Q2: 693 shares; 2025Q3: 672 shares; 2025Q4: 658 shares 658 $378K <0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 962 shares 962 $376K <0.01% +42 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: not reported; 2024Q4: not reported; 2025Q1: 2,632 shares; 2025Q2: 3,937 shares; 2025Q3: 3,055 shares; 2025Q4: 4,521 shares 4,521 $375K <0.01% +1,466 Timeline USTB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 7,380 shares 7,380 $375K <0.01% +5,973 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 748 shares; 2025Q1: 754 shares; 2025Q2: 904 shares; 2025Q3: 774 shares; 2025Q4: 658 shares 658 $374K <0.01% -116 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,933 shares; 2025Q1: 7,721 shares; 2025Q2: 9,654 shares; 2025Q3: 10,508 shares; 2025Q4: 3,706 shares 3,706 $374K <0.01% -6,802 Timeline IVOG 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: 3,449 shares; 2024Q4: 3,381 shares; 2025Q1: 3,017 shares; 2025Q2: 3,215 shares; 2025Q3: 3,253 shares; 2025Q4: 3,106 shares 3,106 $373K <0.01% -147 Timeline GJUL 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: 16,735 shares; 2024Q4: 15,385 shares; 2025Q1: 14,600 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $372K <0.01% 0 Timeline FVD 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: 4,883 shares; 2025Q1: 8,015 shares; 2025Q2: 8,480 shares; 2025Q3: 8,512 shares; 2025Q4: 8,038 shares 8,038 $370K <0.01% -474 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: 2,765 shares; 2024Q4: 3,109 shares; 2025Q1: 3,540 shares; 2025Q2: 3,326 shares; 2025Q3: 3,444 shares; 2025Q4: 4,193 shares 4,193 $370K <0.01% +749 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: not reported; 2024Q4: not reported; 2025Q1: 1,699 shares; 2025Q2: 2,104 shares; 2025Q3: 2,147 shares; 2025Q4: 2,182 shares 2,182 $370K <0.01% +35 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: not reported; 2024Q4: 1,826 shares; 2025Q1: 1,616 shares; 2025Q2: 1,628 shares; 2025Q3: 1,642 shares; 2025Q4: 1,721 shares 1,721 $368K <0.01% +79 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 922 shares; 2025Q1: 988 shares; 2025Q2: 1,021 shares; 2025Q3: 1,169 shares; 2025Q4: 1,272 shares 1,272 $366K <0.01% +103 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares 1,035 $366K <0.01% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,138 shares; 2025Q1: 7,033 shares; 2025Q2: 7,107 shares; 2025Q3: 7,187 shares; 2025Q4: 7,264 shares 7,264 $365K <0.01% +77 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: 7,886 shares; 2024Q4: 7,015 shares; 2025Q1: 6,779 shares; 2025Q2: 8,205 shares; 2025Q3: 7,489 shares; 2025Q4: 7,416 shares 7,416 $364K <0.01% -73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: not reported; 2025Q4: 1,870 shares 1,870 $363K <0.01% new 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: 3,270 shares; 2024Q4: 3,624 shares; 2025Q1: 3,734 shares; 2025Q2: 3,873 shares; 2025Q3: 4,101 shares; 2025Q4: 4,165 shares 4,165 $363K <0.01% +64 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 2,586 shares; 2025Q1: 2,985 shares; 2025Q2: 3,813 shares; 2025Q3: 4,076 shares; 2025Q4: 3,750 shares 3,750 $361K <0.01% -326 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,568 shares 1,568 $359K <0.01% +245 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 621 shares; 2025Q3: 6,374 shares; 2025Q4: 14,764 shares 14,764 $358K <0.01% +8,390 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,299 shares; 2024Q4: 12,701 shares; 2025Q1: 12,115 shares; 2025Q2: 12,111 shares; 2025Q3: 12,047 shares; 2025Q4: 12,162 shares 12,162 $357K <0.01% +115 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: 430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 2,613 shares 2,613 $356K <0.01% +2,175 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: 1,945 shares; 2024Q4: 3,270 shares; 2025Q1: 2,605 shares; 2025Q2: 1,856 shares; 2025Q3: 2,060 shares; 2025Q4: 2,413 shares 2,413 $354K <0.01% +353 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,502 shares; 2025Q1: 2,184 shares; 2025Q2: 2,186 shares; 2025Q3: 2,043 shares; 2025Q4: 2,006 shares 2,006 $352K <0.01% -37 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: 269 shares; 2024Q4: 254 shares; 2025Q1: 237 shares; 2025Q2: 232 shares; 2025Q3: 202 shares; 2025Q4: 208 shares 208 $352K <0.01% +6 Timeline REGL 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: 4,010 shares; 2024Q4: 4,060 shares; 2025Q1: 4,060 shares; 2025Q2: 4,086 shares; 2025Q3: 4,126 shares; 2025Q4: 4,156 shares 4,156 $350K <0.01% +30 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: 7,187 shares 7,187 $349K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,599 shares; 2025Q2: 7,789 shares; 2025Q3: not reported; 2025Q4: 12,442 shares 12,442 $349K <0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,744 shares; 2025Q1: 11,932 shares; 2025Q2: 12,289 shares; 2025Q3: 11,297 shares; 2025Q4: 14,562 shares 14,562 $348K <0.01% +3,265 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 80 shares; 2025Q3: 455 shares; 2025Q4: 2,800 shares 2,800 $348K <0.01% +2,345 Timeline XSEP 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: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares 8,200 $348K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 405 shares; 2025Q1: 357 shares; 2025Q2: 305 shares; 2025Q3: 307 shares; 2025Q4: 383 shares 383 $347K <0.01% +76 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,444 shares; 2025Q4: 2,141 shares 2,141 $347K <0.01% -23,303 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,521 shares; 2025Q3: 4,734 shares; 2025Q4: 4,784 shares 4,784 $347K <0.01% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,493 shares; 2025Q4: 1,767 shares 1,767 $345K <0.01% +274 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,147 shares; 2025Q1: 2,256 shares; 2025Q2: 2,445 shares; 2025Q3: 2,314 shares; 2025Q4: 2,381 shares 2,381 $345K <0.01% +67 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 3,720 shares; 2025Q1: 3,622 shares; 2025Q2: 3,622 shares; 2025Q3: 6,801 shares; 2025Q4: 6,873 shares 6,873 $343K <0.01% +72 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,824 shares; 2024Q4: 8,679 shares; 2025Q1: 11,630 shares; 2025Q2: 11,773 shares; 2025Q3: 11,374 shares; 2025Q4: 11,497 shares 11,497 $343K <0.01% +123 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: 1,642 shares; 2024Q4: 1,583 shares; 2025Q1: 1,641 shares; 2025Q2: 1,529 shares; 2025Q3: 1,448 shares; 2025Q4: 1,417 shares 1,417 $342K <0.01% -31 Timeline IJJ 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: 651 shares; 2024Q4: 2,682 shares; 2025Q1: 2,684 shares; 2025Q2: 2,696 shares; 2025Q3: 2,707 shares; 2025Q4: 2,565 shares 2,565 $338K <0.01% -142 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,623 shares; 2025Q1: 1,700 shares; 2025Q2: 1,667 shares; 2025Q3: 1,956 shares; 2025Q4: 2,082 shares 2,082 $335K <0.01% +126 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: 2,630 shares; 2024Q4: 4,080 shares; 2025Q1: 4,124 shares; 2025Q2: 4,527 shares; 2025Q3: 4,182 shares; 2025Q4: 4,217 shares 4,217 $334K <0.01% +35 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,348 shares; 2024Q4: 32,348 shares; 2025Q1: 32,348 shares; 2025Q2: 19,155 shares; 2025Q3: 19,191 shares; 2025Q4: 19,191 shares 19,191 $333K <0.01% 0 Timeline VIS 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: 199 shares; 2024Q4: 203 shares; 2025Q1: 400 shares; 2025Q2: 1,097 shares; 2025Q3: 1,050 shares; 2025Q4: 1,117 shares 1,117 $333K <0.01% +67 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 5,354 shares; 2025Q1: 7,747 shares; 2025Q2: 7,449 shares; 2025Q3: 3,800 shares; 2025Q4: 4,000 shares 4,000 $332K <0.01% +200 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: 5,351 shares; 2025Q1: 4,498 shares; 2025Q2: 4,615 shares; 2025Q3: 4,615 shares; 2025Q4: 4,619 shares 4,619 $330K <0.01% +4 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,946 shares; 2025Q1: 2,277 shares; 2025Q2: 2,741 shares; 2025Q3: 3,115 shares; 2025Q4: 3,449 shares 3,449 $329K <0.01% +334 Timeline QTEC 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: 1,244 shares; 2024Q4: 1,400 shares; 2025Q1: 1,390 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,418 shares 1,418 $326K <0.01% +47 Timeline GRNB 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: 1,198 shares; 2024Q4: 12,852 shares; 2025Q1: 12,916 shares; 2025Q2: 12,956 shares; 2025Q3: 13,094 shares; 2025Q4: 13,405 shares 13,405 $326K <0.01% +311 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: 3,641 shares; 2024Q4: 3,598 shares; 2025Q1: 4,166 shares; 2025Q2: 3,810 shares; 2025Q3: 3,979 shares; 2025Q4: 4,185 shares 4,185 $325K <0.01% +206 Timeline 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: 8,122 shares; 2024Q4: 8,721 shares; 2025Q1: 8,381 shares; 2025Q2: 9,525 shares; 2025Q3: 8,661 shares; 2025Q4: 8,411 shares 8,411 $324K <0.01% -250 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,339 shares; 2025Q2: 3,406 shares; 2025Q3: 3,438 shares; 2025Q4: 3,341 shares 3,341 $323K <0.01% -97 Timeline CEMB 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: not reported; 2024Q4: 100,717 shares; 2025Q1: 77,056 shares; 2025Q2: 9,821 shares; 2025Q3: 7,652 shares; 2025Q4: 7,026 shares 7,026 $322K <0.01% -626 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,064 shares; 2024Q4: 16,476 shares; 2025Q1: 17,638 shares; 2025Q2: 17,985 shares; 2025Q3: 18,384 shares; 2025Q4: 19,008 shares 19,008 $318K <0.01% +624 Timeline SMLF 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: 12,774 shares; 2024Q4: 5,397 shares; 2025Q1: 4,149 shares; 2025Q2: 4,157 shares; 2025Q3: 4,165 shares; 2025Q4: 4,249 shares 4,249 $318K <0.01% +84 Timeline MGV 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: 2,196 shares; 2024Q4: 2,063 shares; 2025Q1: 3,328 shares; 2025Q2: 2,332 shares; 2025Q3: 2,223 shares; 2025Q4: 2,252 shares 2,252 $318K <0.01% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,132 shares; 2025Q4: 2,110 shares 2,110 $314K <0.01% -22 Timeline FTXL 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: 147 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,414 shares; 2025Q3: 2,416 shares; 2025Q4: 2,418 shares 2,418 $313K <0.01% +2 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: not reported; 2024Q4: 13,347 shares; 2025Q1: 12,687 shares; 2025Q2: 11,928 shares; 2025Q3: 11,995 shares; 2025Q4: 13,020 shares 13,020 $313K <0.01% +1,025 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 6,010 shares 6,010 $311K <0.01% new 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: 21,675 shares 21,675 $306K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,330 shares 2,330 $306K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 961 shares; 2025Q4: 1,193 shares 1,193 $305K <0.01% +232 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: not reported; 2024Q4: 1,896 shares; 2025Q1: 3,019 shares; 2025Q2: 1,647 shares; 2025Q3: 1,612 shares; 2025Q4: 1,648 shares 1,648 $304K <0.01% +36 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 466 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,039 shares; 2025Q4: 2,485 shares 2,485 $303K <0.01% +446 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,322 shares; 2025Q1: not reported; 2025Q2: 9,501 shares; 2025Q3: 10,103 shares; 2025Q4: 9,876 shares 9,876 $302K <0.01% -227 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,864 shares; 2024Q4: 34,388 shares; 2025Q1: 37,137 shares; 2025Q2: 8,173 shares; 2025Q3: 6,089 shares; 2025Q4: 6,090 shares 6,090 $301K <0.01% +1 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,516 shares 1,516 $301K <0.01% new Timeline EFIV 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: 4,077 shares; 2024Q4: 4,340 shares; 2025Q1: 4,420 shares; 2025Q2: 4,569 shares; 2025Q3: 4,678 shares; 2025Q4: 4,539 shares 4,539 $300K <0.01% -139 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: 404 shares; 2024Q4: 1,243 shares; 2025Q1: 1,120 shares; 2025Q2: 1,090 shares; 2025Q3: 1,070 shares; 2025Q4: 1,071 shares 1,071 $297K <0.01% +1 Timeline 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: 485 shares; 2024Q4: 1,680 shares; 2025Q1: 3,003 shares; 2025Q2: 2,500 shares; 2025Q3: 1,229 shares; 2025Q4: 6,401 shares 6,401 $296K <0.01% +5,172 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY 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: 17,461 shares 17,461 $295K <0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 17,796 shares; 2025Q1: 12,204 shares; 2025Q2: 12,535 shares; 2025Q3: 11,721 shares; 2025Q4: 9,967 shares 9,967 $295K <0.01% -1,754 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,733 shares; 2025Q3: 6,713 shares; 2025Q4: 7,840 shares 7,840 $294K <0.01% +1,127 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: 767 shares; 2024Q4: 859 shares; 2025Q1: 958 shares; 2025Q2: 1,343 shares; 2025Q3: 1,198 shares; 2025Q4: 1,146 shares 1,146 $294K <0.01% -52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,500 shares; 2025Q4: 12,385 shares 12,385 $293K <0.01% +885 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,503 shares; 2025Q1: 1,233 shares; 2025Q2: 1,226 shares; 2025Q3: 1,207 shares; 2025Q4: 1,216 shares 1,216 $293K <0.01% +9 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: 2,657 shares; 2024Q4: 2,923 shares; 2025Q1: 2,979 shares; 2025Q2: 3,078 shares; 2025Q3: 2,900 shares; 2025Q4: 2,269 shares 2,269 $293K <0.01% -631 Timeline MUNI 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: not reported; 2024Q4: 2,085 shares; 2025Q1: 2,111 shares; 2025Q2: 2,177 shares; 2025Q3: 5,446 shares; 2025Q4: 5,569 shares 5,569 $292K <0.01% +123 Timeline MDIV 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: 16,527 shares; 2024Q4: 21,877 shares; 2025Q1: 21,877 shares; 2025Q2: 20,470 shares; 2025Q3: 20,377 shares; 2025Q4: 18,377 shares 18,377 $289K <0.01% -2,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,458 shares; 2025Q3: 3,348 shares; 2025Q4: 3,562 shares 3,562 $289K <0.01% +214 Timeline LRGF 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: 5,401 shares; 2024Q4: 4,141 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares 4,140 $287K <0.01% 0 Timeline SHM 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: 3,110 shares; 2024Q4: 5,506 shares; 2025Q1: 5,561 shares; 2025Q2: 5,474 shares; 2025Q3: 5,477 shares; 2025Q4: 5,980 shares 5,980 $287K <0.01% +503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,422 shares; 2025Q4: 2,877 shares 2,877 $284K <0.01% +455 Timeline BINC 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: 8,460 shares; 2025Q1: 4,252 shares; 2025Q2: 3,470 shares; 2025Q3: 4,546 shares; 2025Q4: 5,371 shares 5,371 $283K <0.01% +825 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 15,494 shares; 2025Q1: 15,837 shares; 2025Q2: 15,886 shares; 2025Q3: not reported; 2025Q4: 15,890 shares 15,890 $283K <0.01% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 10,818 shares; 2025Q1: 11,805 shares; 2025Q2: 20,350 shares; 2025Q3: 14,278 shares; 2025Q4: 6,845 shares 6,845 $282K <0.01% -7,433 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,490 shares; 2024Q4: 7,506 shares; 2025Q1: 7,527 shares; 2025Q2: 7,545 shares; 2025Q3: 7,561 shares; 2025Q4: 7,593 shares 7,593 $281K <0.01% +32 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,551 shares; 2025Q4: 12,469 shares 12,469 $280K <0.01% +2,918 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: not reported; 2024Q4: 4,661 shares; 2025Q1: 4,212 shares; 2025Q2: 4,313 shares; 2025Q3: 4,315 shares; 2025Q4: 5,240 shares 5,240 $280K <0.01% +925 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 2,996 shares; 2025Q3: 2,790 shares; 2025Q4: 2,797 shares 2,797 $279K <0.01% +7 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,864 shares; 2025Q1: 7,000 shares; 2025Q2: 6,489 shares; 2025Q3: 6,172 shares; 2025Q4: 4,151 shares 4,151 $278K <0.01% -2,021 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 488 shares; 2025Q4: 521 shares 521 $278K <0.01% +33 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 6,333 shares 6,333 $278K <0.01% new Timeline PTNQ 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: 996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,522 shares 3,522 $277K <0.01% new Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 6,086 shares; 2025Q1: 6,086 shares; 2025Q2: 5,649 shares; 2025Q3: 5,649 shares; 2025Q4: 5,678 shares 5,678 $277K <0.01% +29 Timeline XLC 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: 114,416 shares; 2024Q4: 1,777 shares; 2025Q1: 168,828 shares; 2025Q2: 3,346 shares; 2025Q3: 1,989 shares; 2025Q4: 2,346 shares 2,346 $276K <0.01% +357 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: not reported; 2024Q4: 4,099 shares; 2025Q1: 3,907 shares; 2025Q2: 3,910 shares; 2025Q3: 4,075 shares; 2025Q4: 6,015 shares 6,015 $276K <0.01% +1,940 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,568 shares 1,568 $276K <0.01% new Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,967 shares; 2025Q1: 34,090 shares; 2025Q2: 34,090 shares; 2025Q3: 34,090 shares; 2025Q4: 34,090 shares 34,090 $273K <0.01% 0 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: 1,824 shares; 2024Q4: 2,171 shares; 2025Q1: 2,470 shares; 2025Q2: 2,553 shares; 2025Q3: 2,611 shares; 2025Q4: 2,647 shares 2,647 $272K <0.01% +36 Timeline ISCF 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: 143,319 shares; 2025Q1: 112,884 shares; 2025Q2: 12,141 shares; 2025Q3: 6,431 shares; 2025Q4: 6,555 shares 6,555 $272K <0.01% +124 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: 2,193 shares; 2024Q4: 2,247 shares; 2025Q1: 2,133 shares; 2025Q2: 2,067 shares; 2025Q3: 2,048 shares; 2025Q4: 2,150 shares 2,150 $271K <0.01% +102 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,083 shares; 2025Q1: 2,965 shares; 2025Q2: 4,167 shares; 2025Q3: 3,142 shares; 2025Q4: 4,074 shares 4,074 $270K <0.01% +932 Timeline VFQY 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: 1,853 shares; 2024Q4: 1,853 shares; 2025Q1: 1,745 shares; 2025Q2: 1,750 shares; 2025Q3: 1,755 shares; 2025Q4: 1,761 shares 1,761 $270K <0.01% +6 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 1,535 shares; 2025Q3: 820 shares; 2025Q4: 822 shares 822 $270K <0.01% +2 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 3,502 shares; 2025Q1: 4,005 shares; 2025Q2: 3,567 shares; 2025Q3: 3,380 shares; 2025Q4: 3,195 shares 3,195 $270K <0.01% -185 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: 868 shares; 2024Q4: 1,300 shares; 2025Q1: 895 shares; 2025Q2: 932 shares; 2025Q3: 919 shares; 2025Q4: 1,066 shares 1,066 $269K <0.01% +147 Timeline UFEB 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: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 6,550 shares; 2025Q4: 7,300 shares 7,300 $269K <0.01% +750 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,594 shares; 2025Q3: 1,497 shares; 2025Q4: 1,963 shares 1,963 $268K <0.01% +466 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,850 shares; 2025Q4: 3,859 shares 3,859 $267K <0.01% +9 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: not reported; 2024Q4: 10,174 shares; 2025Q1: 5,995 shares; 2025Q2: 6,403 shares; 2025Q3: 6,635 shares; 2025Q4: 6,461 shares 6,461 $267K <0.01% -174 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,291 shares 21,291 $266K <0.01% new Timeline MSML 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: 3,959 shares; 2024Q4: 4,039 shares; 2025Q1: 4,049 shares; 2025Q2: 4,060 shares; 2025Q3: 4,073 shares; 2025Q4: 4,089 shares 4,089 $266K <0.01% +16 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,138 shares; 2025Q1: 3,625 shares; 2025Q2: 3,655 shares; 2025Q3: 3,330 shares; 2025Q4: 3,330 shares 3,330 $261K <0.01% 0 Timeline FDL 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: 5,853 shares; 2024Q4: 14,539 shares; 2025Q1: 5,853 shares; 2025Q2: 6,382 shares; 2025Q3: 5,853 shares; 2025Q4: 5,853 shares 5,853 $260K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 2,267 shares; 2025Q1: 3,548 shares; 2025Q2: 2,883 shares; 2025Q3: 1,598 shares; 2025Q4: 1,278 shares 1,278 $259K <0.01% -320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,936 shares; 2025Q4: 3,286 shares 3,286 $259K <0.01% +350 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: not reported; 2024Q4: 10,779 shares; 2025Q1: 11,181 shares; 2025Q2: 11,473 shares; 2025Q3: 10,044 shares; 2025Q4: 11,524 shares 11,524 $258K <0.01% +1,480 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 17,361 shares; 2025Q1: 17,205 shares; 2025Q2: 10,215 shares; 2025Q3: 10,671 shares; 2025Q4: 11,025 shares 11,025 $258K <0.01% +354 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,189 shares; 2025Q3: not reported; 2025Q4: 1,306 shares 1,306 $257K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,735 shares; 2024Q4: 7,479 shares; 2025Q1: 5,855 shares; 2025Q2: 5,591 shares; 2025Q3: 5,715 shares; 2025Q4: 6,386 shares 6,386 $257K <0.01% +671 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,154 shares 1,154 $257K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 1,997 shares; 2025Q1: 2,093 shares; 2025Q2: 2,261 shares; 2025Q3: 2,465 shares; 2025Q4: 2,570 shares 2,570 $256K <0.01% +105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,228 shares 4,228 $255K <0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 488 shares; 2025Q1: 538 shares; 2025Q2: 528 shares; 2025Q3: not reported; 2025Q4: 880 shares 880 $255K <0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,314 shares; 2025Q1: not reported; 2025Q2: 47,759 shares; 2025Q3: 48,474 shares; 2025Q4: 2,997 shares 2,997 $255K <0.01% -45,477 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: not reported; 2024Q4: not reported; 2025Q1: 9,223 shares; 2025Q2: 10,069 shares; 2025Q3: 8,273 shares; 2025Q4: 9,910 shares 9,910 $254K <0.01% +1,637 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,353 shares; 2025Q1: 2,313 shares; 2025Q2: 2,419 shares; 2025Q3: 2,399 shares; 2025Q4: 2,431 shares 2,431 $253K <0.01% +32 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares 450 $253K <0.01% new Timeline CFO 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: 4,190 shares; 2024Q4: 4,194 shares; 2025Q1: 4,065 shares; 2025Q2: 4,075 shares; 2025Q3: 4,036 shares; 2025Q4: 3,417 shares 3,417 $252K <0.01% -619 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 7,114 shares; 2025Q3: 7,269 shares; 2025Q4: 7,945 shares 7,945 $251K <0.01% +676 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: not reported; 2024Q4: 19,781 shares; 2025Q1: 19,781 shares; 2025Q2: 19,781 shares; 2025Q3: 19,781 shares; 2025Q4: 19,781 shares 19,781 $250K <0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,414 shares; 2025Q1: 9,248 shares; 2025Q2: 5,157 shares; 2025Q3: 3,692 shares; 2025Q4: 3,336 shares 3,336 $250K <0.01% -356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 608 shares; 2025Q3: not reported; 2025Q4: 592 shares 592 $250K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 858 shares; 2025Q4: 905 shares 905 $249K <0.01% +47 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,766 shares; 2025Q3: 1,209 shares; 2025Q4: 2,270 shares 2,270 $249K <0.01% +1,061 Timeline DDFS 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: 11,735 shares; 2025Q4: 11,735 shares 11,735 $249K <0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 710 shares; 2025Q3: 2,013 shares; 2025Q4: 2,484 shares 2,484 $248K <0.01% +471 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 5,164 shares; 2025Q4: 5,421 shares 5,421 $247K <0.01% +257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,099 shares 2,099 $247K <0.01% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,525 shares; 2025Q2: 2,528 shares; 2025Q3: 2,354 shares; 2025Q4: 2,140 shares 2,140 $246K <0.01% -214 Timeline IUSG 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: 853 shares; 2024Q4: 1,390 shares; 2025Q1: 1,431 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,458 shares 1,458 $245K <0.01% +157 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,658 shares; 2025Q1: 14,053 shares; 2025Q2: 13,851 shares; 2025Q3: 15,081 shares; 2025Q4: 14,086 shares 14,086 $243K <0.01% -995 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: not reported; 2025Q3: not reported; 2025Q4: 3,476 shares 3,476 $242K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,252 shares 1,252 $242K <0.01% new Timeline FJUL 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: 5,525 shares; 2024Q4: 5,525 shares; 2025Q1: 4,331 shares; 2025Q2: 4,331 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares 4,331 $242K <0.01% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares 2,969 $242K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,273 shares 4,273 $242K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: not reported; 2025Q1: 1,761 shares; 2025Q2: 4,286 shares; 2025Q3: 2,288 shares; 2025Q4: 1,770 shares 1,770 $241K <0.01% -518 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,535 shares 4,535 $241K <0.01% new Timeline PAMC 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: 1,028 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,159 shares 5,159 $240K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,851 shares 5,851 $240K <0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,638 shares; 2025Q1: 1,654 shares; 2025Q2: 2,435 shares; 2025Q3: 1,712 shares; 2025Q4: 1,835 shares 1,835 $239K <0.01% +123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares 1,667 $236K <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,151 shares; 2025Q4: 5,274 shares 5,274 $236K <0.01% +123 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: 8,726 shares; 2024Q4: 9,793 shares; 2025Q1: 8,931 shares; 2025Q2: 10,441 shares; 2025Q3: 10,094 shares; 2025Q4: 5,275 shares 5,275 $235K <0.01% -4,819 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,389 shares; 2025Q3: 3,521 shares; 2025Q4: 3,619 shares 3,619 $234K <0.01% +98 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,665 shares 5,665 $234K <0.01% new Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $234K <0.01% 0 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: 3,228 shares; 2024Q4: 4,327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,693 shares; 2025Q4: 3,694 shares 3,694 $234K <0.01% +1 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 1,274 shares; 2025Q4: 2,591 shares 2,591 $233K <0.01% +1,317 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,096 shares; 2025Q1: 12,544 shares; 2025Q2: 12,548 shares; 2025Q3: 10,050 shares; 2025Q4: 12,178 shares 12,178 $233K <0.01% +2,128 Timeline BSMS 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: 8,635 shares; 2024Q4: 8,635 shares; 2025Q1: 9,605 shares; 2025Q2: 9,675 shares; 2025Q3: 9,745 shares; 2025Q4: 9,811 shares 9,811 $231K <0.01% +66 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,630 shares; 2024Q4: 7,633 shares; 2025Q1: 7,536 shares; 2025Q2: 7,536 shares; 2025Q3: 7,850 shares; 2025Q4: 8,213 shares 8,213 $231K <0.01% +363 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 944 shares; 2025Q4: 1,035 shares 1,035 $230K <0.01% +91 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: 4,857 shares; 2024Q4: 8,089 shares; 2025Q1: not reported; 2025Q2: 4,479 shares; 2025Q3: 3,431 shares; 2025Q4: 3,609 shares 3,609 $230K <0.01% +178 Timeline BSMT 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: 8,722 shares; 2024Q4: 8,722 shares; 2025Q1: 9,713 shares; 2025Q2: 9,785 shares; 2025Q3: 9,856 shares; 2025Q4: 9,920 shares 9,920 $230K <0.01% +64 Timeline XJUL 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: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 7,815 shares; 2025Q2: 7,165 shares; 2025Q3: 7,165 shares; 2025Q4: 5,865 shares 5,865 $229K <0.01% -1,300 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039 shares; 2025Q4: 1,912 shares 1,912 $228K <0.01% +873 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 840 shares; 2025Q1: 879 shares; 2025Q2: 880 shares; 2025Q3: 1,154 shares; 2025Q4: 1,090 shares 1,090 $228K <0.01% -64 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 17,056 shares; 2025Q3: 7,150 shares; 2025Q4: 6,717 shares 6,717 $227K <0.01% -433 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,182 shares 5,182 $227K <0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 5,411 shares; 2025Q1: 5,092 shares; 2025Q2: 5,178 shares; 2025Q3: 5,225 shares; 2025Q4: 4,977 shares 4,977 $227K <0.01% -248 Timeline RING 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: not reported; 2024Q4: 5,091 shares; 2025Q1: 3,082 shares; 2025Q2: 2,326 shares; 2025Q3: 2,939 shares; 2025Q4: 3,072 shares 3,072 $226K <0.01% +133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,924 shares; 2025Q3: 12,372 shares; 2025Q4: 11,662 shares 11,662 $226K <0.01% -710 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 12,063 shares; 2025Q1: 11,545 shares; 2025Q2: 11,545 shares; 2025Q3: 11,545 shares; 2025Q4: 11,545 shares 11,545 $225K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 462 shares 462 $225K <0.01% new Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 5,694 shares; 2025Q1: 6,145 shares; 2025Q2: 6,420 shares; 2025Q3: 9,944 shares; 2025Q4: 3,629 shares 3,629 $224K <0.01% -6,315 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: 3,679 shares; 2024Q4: 4,399 shares; 2025Q1: 4,128 shares; 2025Q2: 4,497 shares; 2025Q3: 3,094 shares; 2025Q4: 3,371 shares 3,371 $224K <0.01% +277 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,772 shares 1,772 $221K <0.01% new Timeline FDLO 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: 3,173 shares; 2024Q4: 3,181 shares; 2025Q1: 3,189 shares; 2025Q2: 6,024 shares; 2025Q3: 3,289 shares; 2025Q4: 3,296 shares 3,296 $220K <0.01% +7 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,972 shares; 2024Q4: 5,781 shares; 2025Q1: 5,548 shares; 2025Q2: 5,788 shares; 2025Q3: not reported; 2025Q4: 5,583 shares 5,583 $220K <0.01% new Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,730 shares; 2024Q4: 38,730 shares; 2025Q1: 38,730 shares; 2025Q2: 38,730 shares; 2025Q3: 38,730 shares; 2025Q4: 38,730 shares 38,730 $219K <0.01% 0 Timeline IYE 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: 5,743 shares; 2024Q4: 5,782 shares; 2025Q1: 3,377 shares; 2025Q2: 3,384 shares; 2025Q3: 4,288 shares; 2025Q4: 4,577 shares 4,577 $218K <0.01% +289 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: not reported; 2024Q4: 6,298 shares; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: 4,365 shares; 2025Q4: 4,147 shares 4,147 $217K <0.01% -218 Timeline PRFZ 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: 5,580 shares; 2024Q4: 5,523 shares; 2025Q1: 5,465 shares; 2025Q2: 5,291 shares; 2025Q3: 4,535 shares; 2025Q4: 4,734 shares 4,734 $217K <0.01% +199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,243 shares; 2025Q4: 17,243 shares 17,243 $217K <0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,423 shares 7,423 $217K <0.01% new 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: 1,310 shares; 2024Q4: 2,025 shares; 2025Q1: 2,303 shares; 2025Q2: 2,183 shares; 2025Q3: 2,141 shares; 2025Q4: 2,041 shares 2,041 $216K <0.01% -100 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 1,485 shares; 2025Q1: 541 shares; 2025Q2: 485 shares; 2025Q3: 2,807 shares; 2025Q4: 5,027 shares 5,027 $215K <0.01% +2,220 Timeline RPG 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: 2,905 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 2,905 shares; 2025Q3: 4,448 shares; 2025Q4: 4,596 shares 4,596 $215K <0.01% +148 Timeline DDFN 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: 11,170 shares 11,170 $214K <0.01% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,614 shares; 2025Q1: 4,614 shares; 2025Q2: 3,301 shares; 2025Q3: 3,306 shares; 2025Q4: 3,312 shares 3,312 $214K <0.01% +6 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,025 shares; 2025Q2: 10,077 shares; 2025Q3: not reported; 2025Q4: 9,816 shares 9,816 $213K <0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 4,397 shares; 2025Q1: 4,408 shares; 2025Q2: 4,421 shares; 2025Q3: 5,304 shares; 2025Q4: 6,293 shares 6,293 $213K <0.01% +989 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: 8,696 shares; 2024Q4: 7,376 shares; 2025Q1: 7,759 shares; 2025Q2: not reported; 2025Q3: 9,977 shares; 2025Q4: 9,520 shares 9,520 $212K <0.01% -457 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,060 shares; 2024Q4: 49,621 shares; 2025Q1: 38,037 shares; 2025Q2: 48,332 shares; 2025Q3: 37,733 shares; 2025Q4: 12,002 shares 12,002 $212K <0.01% -25,731 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,155 shares 3,155 $211K <0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,710 shares; 2025Q1: 2,999 shares; 2025Q2: not reported; 2025Q3: 3,052 shares; 2025Q4: 3,323 shares 3,323 $211K <0.01% +271 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,537 shares; 2024Q4: 9,114 shares; 2025Q1: 9,114 shares; 2025Q2: 9,114 shares; 2025Q3: 9,114 shares; 2025Q4: 9,114 shares 9,114 $210K <0.01% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,776 shares; 2025Q1: 5,460 shares; 2025Q2: 5,738 shares; 2025Q3: 5,785 shares; 2025Q4: 5,547 shares 5,547 $210K <0.01% -238 Timeline IYG 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: 535 shares; 2024Q4: 2,184 shares; 2025Q1: 2,090 shares; 2025Q2: 2,268 shares; 2025Q3: 2,269 shares; 2025Q4: 2,271 shares 2,271 $210K <0.01% +2 Timeline XLB 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: 2,787 shares; 2024Q4: 3,143 shares; 2025Q1: 2,791 shares; 2025Q2: 2,662 shares; 2025Q3: 2,333 shares; 2025Q4: 4,600 shares 4,600 $209K <0.01% +2,267 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: 28,575 shares; 2024Q4: 34,903 shares; 2025Q1: 33,797 shares; 2025Q2: 31,087 shares; 2025Q3: not reported; 2025Q4: 375 shares 375 $207K <0.01% new Timeline DGS 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: 102 shares; 2024Q4: 3,667 shares; 2025Q1: 3,647 shares; 2025Q2: 3,611 shares; 2025Q3: 3,612 shares; 2025Q4: 3,611 shares 3,611 $207K <0.01% -1 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $206K <0.01% 0 Timeline