SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,074 shares 6,074 $648K 0.02% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 2,904 shares; 2025Q1: 2,536 shares; 2025Q2: 2,529 shares; 2025Q3: 11,414 shares; 2025Q4: 8,279 shares 8,279 $642K 0.02% -3,135 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 14,618 shares; 2025Q1: 32,999 shares; 2025Q2: 33,123 shares; 2025Q3: 78,307 shares; 2025Q4: 54,623 shares 54,623 $641K 0.02% -23,684 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,770 shares 9,770 $639K 0.02% new Timeline BAUG 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: 14,291 shares; 2024Q4: 14,233 shares; 2025Q1: 14,233 shares; 2025Q2: 13,151 shares; 2025Q3: not reported; 2025Q4: 12,759 shares 12,759 $638K 0.02% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,302 shares; 2024Q4: 10,913 shares; 2025Q1: 8,800 shares; 2025Q2: 5,228 shares; 2025Q3: 31,903 shares; 2025Q4: 5,073 shares 5,073 $638K 0.02% -26,830 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: 8,849 shares; 2024Q4: 10,424 shares; 2025Q1: 9,147 shares; 2025Q2: 10,247 shares; 2025Q3: not reported; 2025Q4: 10,136 shares 10,136 $638K 0.02% new Timeline FTSL 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: 5,050 shares; 2024Q4: 7,748 shares; 2025Q1: 5,579 shares; 2025Q2: 6,941 shares; 2025Q3: not reported; 2025Q4: 13,889 shares 13,889 $637K 0.02% new Timeline IUSV 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: 6,471 shares; 2025Q1: 6,425 shares; 2025Q2: 5,561 shares; 2025Q3: not reported; 2025Q4: 6,214 shares 6,214 $637K 0.02% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 4,651 shares; 2025Q1: 3,792 shares; 2025Q2: 3,780 shares; 2025Q3: 47,168 shares; 2025Q4: 5,798 shares 5,798 $629K 0.02% -41,370 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: 1,801 shares; 2024Q4: 1,811 shares; 2025Q1: 1,807 shares; 2025Q2: 2,164 shares; 2025Q3: 8,434 shares; 2025Q4: 2,455 shares 2,455 $629K 0.02% -5,979 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 1,713 shares; 2025Q1: 2,916 shares; 2025Q2: 3,290 shares; 2025Q3: 65,031 shares; 2025Q4: 8,155 shares 8,155 $627K 0.02% -56,876 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: 3,545 shares; 2024Q4: 4,549 shares; 2025Q1: 4,549 shares; 2025Q2: 6,087 shares; 2025Q3: 13,300 shares; 2025Q4: 9,154 shares 9,154 $626K 0.02% -4,146 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH 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: 53,690 shares; 2025Q4: 49,552 shares 49,552 $625K 0.02% -4,138 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: 1,326 shares; 2024Q4: 7,067 shares; 2025Q1: 7,702 shares; 2025Q2: 5,570 shares; 2025Q3: 67,283 shares; 2025Q4: 27,935 shares 27,935 $622K 0.02% -39,348 Timeline BJAN 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: 11,719 shares; 2024Q4: 12,189 shares; 2025Q1: 11,998 shares; 2025Q2: 11,943 shares; 2025Q3: not reported; 2025Q4: 11,250 shares 11,250 $619K 0.02% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,731 shares; 2024Q4: 11,970 shares; 2025Q1: 10,690 shares; 2025Q2: 10,925 shares; 2025Q3: 15,650 shares; 2025Q4: 9,199 shares 9,199 $619K 0.02% -6,451 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: 444 shares; 2024Q4: 1,406 shares; 2025Q1: 6,364 shares; 2025Q2: 3,506 shares; 2025Q3: 49,320 shares; 2025Q4: 5,161 shares 5,161 $618K 0.02% -44,159 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: not reported; 2024Q4: not reported; 2025Q1: 8,356 shares; 2025Q2: 8,935 shares; 2025Q3: not reported; 2025Q4: 5,841 shares 5,841 $617K 0.02% new Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,738 shares; 2024Q4: 12,738 shares; 2025Q1: 12,526 shares; 2025Q2: 12,004 shares; 2025Q3: not reported; 2025Q4: 11,633 shares 11,633 $617K 0.02% new Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,858 shares; 2024Q4: 13,829 shares; 2025Q1: 13,674 shares; 2025Q2: 12,931 shares; 2025Q3: not reported; 2025Q4: 12,497 shares 12,497 $615K 0.02% new Timeline WCLD 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: 13,425 shares; 2025Q2: 14,725 shares; 2025Q3: not reported; 2025Q4: 17,532 shares 17,532 $614K 0.02% 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: 265 shares; 2024Q4: 316 shares; 2025Q1: 1,044 shares; 2025Q2: 942 shares; 2025Q3: 41,135 shares; 2025Q4: 2,709 shares 2,709 $614K 0.02% -38,426 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,204 shares; 2024Q4: 13,539 shares; 2025Q1: 13,350 shares; 2025Q2: 12,999 shares; 2025Q3: not reported; 2025Q4: 12,328 shares 12,328 $611K 0.02% new 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: 548 shares; 2024Q4: 573 shares; 2025Q1: 1,190 shares; 2025Q2: 814 shares; 2025Q3: 1,823 shares; 2025Q4: 1,052 shares 1,052 $611K 0.02% -771 Timeline FHLC 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: 21,588 shares; 2025Q1: 29,122 shares; 2025Q2: 35,216 shares; 2025Q3: not reported; 2025Q4: 8,217 shares 8,217 $610K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,625 shares; 2025Q1: 2,537 shares; 2025Q2: 2,602 shares; 2025Q3: 10,005 shares; 2025Q4: 4,780 shares 4,780 $609K 0.02% -5,225 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,742 shares; 2025Q1: 1,632 shares; 2025Q2: 6,398 shares; 2025Q3: 44,915 shares; 2025Q4: 30,098 shares 30,098 $609K 0.02% -14,817 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: 1,433 shares; 2024Q4: 1,434 shares; 2025Q1: 1,564 shares; 2025Q2: 1,385 shares; 2025Q3: 1,787 shares; 2025Q4: 1,544 shares 1,544 $604K 0.02% -243 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: 1,301 shares; 2024Q4: 12,434 shares; 2025Q1: 4,987 shares; 2025Q2: 5,057 shares; 2025Q3: 29,710 shares; 2025Q4: 12,867 shares 12,867 $602K 0.02% -16,843 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: 8,270 shares; 2024Q4: 7,773 shares; 2025Q1: 7,111 shares; 2025Q2: 7,364 shares; 2025Q3: 59,908 shares; 2025Q4: 8,941 shares 8,941 $601K 0.02% -50,967 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 6,616 shares; 2025Q1: 5,103 shares; 2025Q2: 5,119 shares; 2025Q3: 12,349 shares; 2025Q4: 5,062 shares 5,062 $600K 0.02% -7,287 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 1,911 shares; 2025Q1: 2,180 shares; 2025Q2: 3,236 shares; 2025Q3: 23,670 shares; 2025Q4: 21,369 shares 21,369 $599K 0.02% -2,301 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: 787 shares; 2024Q4: 5,651 shares; 2025Q1: 9,325 shares; 2025Q2: 9,383 shares; 2025Q3: 62,768 shares; 2025Q4: 23,366 shares 23,366 $598K 0.02% -39,402 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 167 shares; 2025Q1: 89 shares; 2025Q2: 1,796 shares; 2025Q3: 25,818 shares; 2025Q4: 7,381 shares 7,381 $596K 0.02% -18,437 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,094 shares; 2024Q4: 13,094 shares; 2025Q1: 13,211 shares; 2025Q2: 12,575 shares; 2025Q3: not reported; 2025Q4: 12,233 shares 12,233 $595K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,441 shares; 2025Q1: 1,857 shares; 2025Q2: 3,063 shares; 2025Q3: 13,951 shares; 2025Q4: 7,520 shares 7,520 $594K 0.02% -6,431 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 14,391 shares; 2025Q1: 14,191 shares; 2025Q2: 14,115 shares; 2025Q3: not reported; 2025Q4: 13,309 shares 13,309 $592K 0.02% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 928 shares; 2025Q1: 916 shares; 2025Q2: 1,336 shares; 2025Q3: 18,733 shares; 2025Q4: 4,460 shares 4,460 $591K 0.02% -14,273 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 2,523 shares; 2025Q2: 14,056 shares; 2025Q3: 67,956 shares; 2025Q4: 13,386 shares 13,386 $587K 0.02% -54,570 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: 247 shares; 2024Q4: 503 shares; 2025Q1: 817 shares; 2025Q2: 1,045 shares; 2025Q3: 764 shares; 2025Q4: 2,101 shares 2,101 $586K 0.02% +1,337 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 177 shares; 2025Q1: 182 shares; 2025Q2: 181 shares; 2025Q3: 508 shares; 2025Q4: 281 shares 281 $585K 0.02% -227 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: 931 shares; 2024Q4: 2,066 shares; 2025Q1: 6,979 shares; 2025Q2: 6,726 shares; 2025Q3: 21,713 shares; 2025Q4: 8,291 shares 8,291 $581K 0.02% -13,422 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 1,983 shares; 2025Q1: 2,276 shares; 2025Q2: 1,651 shares; 2025Q3: 1,882 shares; 2025Q4: 1,377 shares 1,377 $581K 0.02% -505 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,689 shares; 2024Q4: 12,635 shares; 2025Q1: 12,400 shares; 2025Q2: 12,282 shares; 2025Q3: not reported; 2025Q4: 11,754 shares 11,754 $581K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 3,776 shares; 2025Q1: 4,211 shares; 2025Q2: 7,709 shares; 2025Q3: 92,574 shares; 2025Q4: 11,366 shares 11,366 $577K 0.02% -81,208 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 149 shares; 2025Q1: 126 shares; 2025Q2: 99 shares; 2025Q3: 2,446 shares; 2025Q4: 170 shares 170 $577K 0.02% -2,276 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: 1,041 shares; 2024Q4: 1,804 shares; 2025Q1: 912 shares; 2025Q2: 1,453 shares; 2025Q3: 100,278 shares; 2025Q4: 2,623 shares 2,623 $575K 0.02% -97,655 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,042 shares; 2024Q4: 12,770 shares; 2025Q1: 12,743 shares; 2025Q2: 11,503 shares; 2025Q3: not reported; 2025Q4: 11,304 shares 11,304 $574K 0.02% new Timeline BALI 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: not reported; 2025Q4: 18,035 shares 18,035 $571K 0.02% new Timeline VAW 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: not reported; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 2,637 shares; 2025Q3: not reported; 2025Q4: 2,738 shares 2,738 $568K 0.02% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,153 shares; 2024Q4: 4,095 shares; 2025Q1: 3,587 shares; 2025Q2: 2,807 shares; 2025Q3: not reported; 2025Q4: 6,506 shares 6,506 $561K 0.02% new 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: 448 shares; 2024Q4: 6,637 shares; 2025Q1: 2,104 shares; 2025Q2: 2,228 shares; 2025Q3: 14,081 shares; 2025Q4: 6,985 shares 6,985 $561K 0.02% -7,096 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: 872 shares; 2024Q4: 1,115 shares; 2025Q1: 773 shares; 2025Q2: 2,130 shares; 2025Q3: 290,246 shares; 2025Q4: 9,314 shares 9,314 $559K 0.02% -280,932 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: 686 shares; 2024Q4: 3,047 shares; 2025Q1: 1,117 shares; 2025Q2: 1,467 shares; 2025Q3: 12,676 shares; 2025Q4: 6,326 shares 6,326 $558K 0.02% -6,350 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,656 shares; 2024Q4: 13,656 shares; 2025Q1: 13,656 shares; 2025Q2: 12,269 shares; 2025Q3: not reported; 2025Q4: 11,898 shares 11,898 $556K 0.02% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,827 shares; 2025Q1: 2,747 shares; 2025Q2: 2,706 shares; 2025Q3: 29,881 shares; 2025Q4: 13,213 shares 13,213 $553K 0.02% -16,668 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: 426 shares; 2024Q4: 550 shares; 2025Q1: 1,005 shares; 2025Q2: 987 shares; 2025Q3: 57,941 shares; 2025Q4: 1,944 shares 1,944 $551K 0.02% -55,997 Timeline PSQ 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: not reported; 2025Q3: not reported; 2025Q4: 18,220 shares 18,220 $550K 0.02% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 4,248 shares; 2025Q1: 5,489 shares; 2025Q2: 5,784 shares; 2025Q3: 19,493 shares; 2025Q4: 13,168 shares 13,168 $550K 0.02% -6,325 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: 2,343 shares; 2024Q4: 1,846 shares; 2025Q1: 1,747 shares; 2025Q2: 1,052 shares; 2025Q3: 17,180 shares; 2025Q4: 6,906 shares 6,906 $548K 0.02% -10,274 Timeline RAAA ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 21,924 shares 21,924 $548K 0.02% +18,924 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 255 shares; 2025Q2: 252 shares; 2025Q3: 7,467 shares; 2025Q4: 9,860 shares 9,860 $544K 0.02% +2,393 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 2,135 shares; 2025Q1: 2,144 shares; 2025Q2: 5,530 shares; 2025Q3: 41,336 shares; 2025Q4: 23,198 shares 23,198 $542K 0.02% -18,138 Timeline TMFC 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: 6,537 shares; 2024Q4: 7,656 shares; 2025Q1: 6,888 shares; 2025Q2: 6,888 shares; 2025Q3: 9,744 shares; 2025Q4: 7,528 shares 7,528 $540K 0.02% -2,216 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: not reported; 2025Q4: 14,001 shares 14,001 $540K 0.02% 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: 10,253 shares; 2024Q4: 11,929 shares; 2025Q1: 10,857 shares; 2025Q2: 10,459 shares; 2025Q3: 46,027 shares; 2025Q4: 5,345 shares 5,345 $533K 0.02% -40,682 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: 868 shares; 2024Q4: 3,982 shares; 2025Q1: 2,935 shares; 2025Q2: 2,702 shares; 2025Q3: 18,879 shares; 2025Q4: 11,464 shares 11,464 $533K 0.02% -7,415 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO 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: 7,837 shares; 2025Q3: 113,915 shares; 2025Q4: 33,596 shares 33,596 $533K 0.02% -80,319 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 8,178 shares; 2025Q4: 8,660 shares 8,660 $530K 0.02% +482 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: 7 shares; 2024Q4: 80 shares; 2025Q1: 87 shares; 2025Q2: 163 shares; 2025Q3: 2,253 shares; 2025Q4: 2,467 shares 2,467 $528K 0.02% +214 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: 96 shares; 2024Q4: 117 shares; 2025Q1: 279 shares; 2025Q2: 302 shares; 2025Q3: 10,938 shares; 2025Q4: 918 shares 918 $527K 0.02% -10,020 Timeline MRCC MONROE CAP CORP More: the full row for MONROE 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: 82,412 shares; 2025Q3: 82,412 shares; 2025Q4: 82,412 shares 82,412 $525K 0.02% 0 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,750 shares; 2024Q4: 12,604 shares; 2025Q1: 12,521 shares; 2025Q2: 11,247 shares; 2025Q3: not reported; 2025Q4: 10,914 shares 10,914 $524K 0.02% new 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: 9,149 shares; 2024Q4: 11,363 shares; 2025Q1: 11,975 shares; 2025Q2: 13,406 shares; 2025Q3: not reported; 2025Q4: 13,638 shares 13,638 $516K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: 4,030 shares; 2025Q3: 6,215 shares; 2025Q4: 11,186 shares 11,186 $514K 0.01% +4,971 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,396 shares; 2024Q4: 16,005 shares; 2025Q1: 20,030 shares; 2025Q2: 13,545 shares; 2025Q3: not reported; 2025Q4: 16,532 shares 16,532 $512K 0.01% new Timeline FMAG 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: 14,990 shares 14,990 $512K 0.01% new Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,606 shares; 2025Q2: 17,212 shares; 2025Q3: not reported; 2025Q4: 17,652 shares 17,652 $511K 0.01% new Timeline COWZ 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: 4,393 shares; 2024Q4: 5,012 shares; 2025Q1: 7,952 shares; 2025Q2: 9,005 shares; 2025Q3: not reported; 2025Q4: 8,463 shares 8,463 $509K 0.01% new 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: 236 shares; 2024Q4: 1,806 shares; 2025Q1: 2,262 shares; 2025Q2: 2,287 shares; 2025Q3: 1,598 shares; 2025Q4: 3,354 shares 3,354 $507K 0.01% +1,756 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 12,719 shares; 2025Q1: 7,180 shares; 2025Q2: 8,097 shares; 2025Q3: not reported; 2025Q4: 12,418 shares 12,418 $506K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 359 shares; 2025Q3: 9,702 shares; 2025Q4: 15,271 shares 15,271 $504K 0.01% +5,569 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,404 shares; 2024Q4: 13,379 shares; 2025Q1: 13,379 shares; 2025Q2: 11,623 shares; 2025Q3: not reported; 2025Q4: 11,236 shares 11,236 $504K 0.01% new 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: 483 shares; 2024Q4: 403 shares; 2025Q1: 807 shares; 2025Q2: 749 shares; 2025Q3: 9,370 shares; 2025Q4: 820 shares 820 $502K 0.01% -8,550 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: not reported; 2024Q4: not reported; 2025Q1: 14,750 shares; 2025Q2: 9,067 shares; 2025Q3: not reported; 2025Q4: 10,935 shares 10,935 $502K 0.01% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 5,327 shares; 2025Q1: 8,361 shares; 2025Q2: 8,419 shares; 2025Q3: 8,753 shares; 2025Q4: 16,823 shares 16,823 $501K 0.01% +8,070 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,820 shares 4,820 $497K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,063 shares; 2025Q3: 28,743 shares; 2025Q4: 28,024 shares 28,024 $496K 0.01% -719 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,238 shares; 2025Q4: 78,674 shares 78,674 $496K 0.01% +42,436 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT 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: 2,292 shares; 2025Q4: 2,760 shares 2,760 $493K 0.01% +468 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: 10,967 shares; 2024Q4: 10,211 shares; 2025Q1: 4,236 shares; 2025Q2: 4,151 shares; 2025Q3: 14,276 shares; 2025Q4: 14,506 shares 14,506 $491K 0.01% +230 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,540 shares; 2025Q1: 2,371 shares; 2025Q2: 2,585 shares; 2025Q3: 60,073 shares; 2025Q4: 4,305 shares 4,305 $490K 0.01% -55,768 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 3,685 shares; 2025Q1: 3,692 shares; 2025Q2: 3,233 shares; 2025Q3: 7,261 shares; 2025Q4: 3,405 shares 3,405 $490K 0.01% -3,856 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,456 shares; 2025Q1: 1,288 shares; 2025Q2: 1,722 shares; 2025Q3: 6,732 shares; 2025Q4: 2,307 shares 2,307 $489K 0.01% -4,425 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: 2,012 shares; 2024Q4: 2,479 shares; 2025Q1: 947 shares; 2025Q2: 1,091 shares; 2025Q3: 15,960 shares; 2025Q4: 8,647 shares 8,647 $487K 0.01% -7,313 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,013 shares; 2024Q4: 13,048 shares; 2025Q1: 36,068 shares; 2025Q2: 37,693 shares; 2025Q3: 399,709 shares; 2025Q4: 91,763 shares 91,763 $486K 0.01% -307,946 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC 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: 110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 52,127 shares 52,127 $484K 0.01% +48,017 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 10,168 shares; 2025Q4: 13,245 shares 13,245 $481K 0.01% +3,077 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,621 shares; 2025Q1: 29,214 shares; 2025Q2: 14,336 shares; 2025Q3: 17,189 shares; 2025Q4: 10,804 shares 10,804 $480K 0.01% -6,385 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 5,135 shares; 2025Q1: 1,942 shares; 2025Q2: 2,922 shares; 2025Q3: 24,672 shares; 2025Q4: 8,923 shares 8,923 $480K 0.01% -15,749 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: 60 shares; 2024Q4: 480 shares; 2025Q1: 124 shares; 2025Q2: 142 shares; 2025Q3: 3,069 shares; 2025Q4: 1,854 shares 1,854 $480K 0.01% -1,215 Timeline SMTH 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: 113,619 shares; 2025Q2: 8,920 shares; 2025Q3: not reported; 2025Q4: 18,378 shares 18,378 $479K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 365 shares; 2025Q1: 465 shares; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 4,007 shares 4,007 $478K 0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 32,207 shares; 2025Q1: 33,987 shares; 2025Q2: 34,144 shares; 2025Q3: 34,727 shares; 2025Q4: 34,103 shares 34,103 $478K 0.01% -624 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 1,432 shares; 2025Q2: 13,745 shares; 2025Q3: not reported; 2025Q4: 8,397 shares 8,397 $477K 0.01% new Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,158 shares; 2025Q2: 15,703 shares; 2025Q3: not reported; 2025Q4: 16,409 shares 16,409 $475K 0.01% new Timeline DSI 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: 739 shares; 2024Q4: 3,200 shares; 2025Q1: 6,400 shares; 2025Q2: 3,200 shares; 2025Q3: not reported; 2025Q4: 3,682 shares 3,682 $474K 0.01% new Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,534 shares; 2025Q2: 16,177 shares; 2025Q3: not reported; 2025Q4: 15,629 shares 15,629 $474K 0.01% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,411 shares; 2025Q1: 1,956 shares; 2025Q2: 2,158 shares; 2025Q3: 13,553 shares; 2025Q4: 4,775 shares 4,775 $473K 0.01% -8,778 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: 3,529 shares; 2024Q4: 3,143 shares; 2025Q1: 1,071 shares; 2025Q2: 2,347 shares; 2025Q3: 26,553 shares; 2025Q4: 3,273 shares 3,273 $471K 0.01% -23,280 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: 46 shares; 2024Q4: 29 shares; 2025Q1: 173 shares; 2025Q2: 252 shares; 2025Q3: 307 shares; 2025Q4: 780 shares 780 $471K 0.01% +473 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 612 shares; 2025Q3: not reported; 2025Q4: 2,447 shares 2,447 $469K 0.01% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,328 shares; 2025Q1: 2,155 shares; 2025Q2: 2,168 shares; 2025Q3: 21,329 shares; 2025Q4: 2,448 shares 2,448 $468K 0.01% -18,881 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: 284 shares; 2024Q4: 290 shares; 2025Q1: 58 shares; 2025Q2: 4,281 shares; 2025Q3: 84,353 shares; 2025Q4: 4,802 shares 4,802 $466K 0.01% -79,551 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: 8,060 shares; 2024Q4: 7,506 shares; 2025Q1: 7,850 shares; 2025Q2: 8,013 shares; 2025Q3: 12,681 shares; 2025Q4: 8,815 shares 8,815 $466K 0.01% -3,866 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 2,751 shares; 2025Q1: 1,999 shares; 2025Q2: 839 shares; 2025Q3: 3,232 shares; 2025Q4: 2,650 shares 2,650 $465K 0.01% -582 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: 581 shares; 2024Q4: 693 shares; 2025Q1: 1,259 shares; 2025Q2: 1,791 shares; 2025Q3: 32,430 shares; 2025Q4: 5,468 shares 5,468 $465K 0.01% -26,962 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: not reported; 2025Q4: 3,284 shares 3,284 $465K 0.01% new 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: 2,721 shares; 2024Q4: 1,983 shares; 2025Q1: 1,869 shares; 2025Q2: 2,073 shares; 2025Q3: 11,631 shares; 2025Q4: 6,918 shares 6,918 $464K 0.01% -4,713 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO 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: 50,872 shares; 2025Q4: 48,873 shares 48,873 $462K 0.01% -1,999 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 685 shares; 2025Q1: 1,942 shares; 2025Q2: 872 shares; 2025Q3: not reported; 2025Q4: 3,274 shares 3,274 $462K 0.01% new Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 6,193 shares; 2025Q1: 7,576 shares; 2025Q2: 5,058 shares; 2025Q3: 77,950 shares; 2025Q4: 14,288 shares 14,288 $462K 0.01% -63,662 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: not reported; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 9,464 shares 9,464 $461K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 1,187 shares; 2025Q1: 733 shares; 2025Q2: 1,134 shares; 2025Q3: 9,395 shares; 2025Q4: 4,109 shares 4,109 $461K 0.01% -5,286 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 163 shares; 2025Q1: 222 shares; 2025Q2: 204 shares; 2025Q3: 2,784 shares; 2025Q4: 2,534 shares 2,534 $459K 0.01% -250 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 13 shares; 2025Q2: 216 shares; 2025Q3: 7,737 shares; 2025Q4: 3,378 shares 3,378 $459K 0.01% -4,359 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 430 shares; 2025Q1: 306 shares; 2025Q2: 1,437 shares; 2025Q3: 6,077 shares; 2025Q4: 6,222 shares 6,222 $458K 0.01% +145 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 1,893 shares; 2025Q1: 1,667 shares; 2025Q2: 1,856 shares; 2025Q3: 18,361 shares; 2025Q4: 4,420 shares 4,420 $458K 0.01% -13,941 Timeline MARU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,204 shares; 2025Q2: 16,956 shares; 2025Q3: 204,970 shares; 2025Q4: 16,422 shares 16,422 $456K 0.01% -188,548 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: 892 shares; 2024Q4: 1,500 shares; 2025Q1: 1,771 shares; 2025Q2: 2,050 shares; 2025Q3: 10,770 shares; 2025Q4: 4,578 shares 4,578 $455K 0.01% -6,192 Timeline IJS 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: 65 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 225,907 shares; 2025Q3: not reported; 2025Q4: 3,999 shares 3,999 $455K 0.01% new 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: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 2,173 shares; 2025Q3: not reported; 2025Q4: 6,958 shares 6,958 $453K 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 13,342 shares; 2025Q1: 4,319 shares; 2025Q2: 5,118 shares; 2025Q3: 223,670 shares; 2025Q4: 12,348 shares 12,348 $452K 0.01% -211,322 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 679 shares; 2025Q1: 514 shares; 2025Q2: 1,624 shares; 2025Q3: 16,052 shares; 2025Q4: 10,184 shares 10,184 $452K 0.01% -5,868 Timeline MAYU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,804 shares; 2025Q3: not reported; 2025Q4: 14,333 shares 14,333 $452K 0.01% new 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: 1,259 shares; 2024Q4: 1,137 shares; 2025Q1: 408 shares; 2025Q2: 801 shares; 2025Q3: 2,040 shares; 2025Q4: 2,440 shares 2,440 $450K 0.01% +400 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: 74 shares; 2024Q4: 550 shares; 2025Q1: 847 shares; 2025Q2: 21,316 shares; 2025Q3: not reported; 2025Q4: 18,466 shares 18,466 $450K 0.01% new 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: 63 shares; 2024Q4: 543 shares; 2025Q1: 2,128 shares; 2025Q2: 2,554 shares; 2025Q3: not reported; 2025Q4: 2,950 shares 2,950 $448K 0.01% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,927 shares; 2025Q1: 3,457 shares; 2025Q2: 3,010 shares; 2025Q3: 52,543 shares; 2025Q4: 7,817 shares 7,817 $448K 0.01% -44,726 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 790 shares; 2025Q3: 1,774 shares; 2025Q4: 12,233 shares 12,233 $447K 0.01% +10,459 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,831 shares; 2025Q1: 1,611 shares; 2025Q2: 1,229 shares; 2025Q3: 19,153 shares; 2025Q4: 2,744 shares 2,744 $447K 0.01% -16,409 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,659 shares; 2025Q1: 1,596 shares; 2025Q2: 1,722 shares; 2025Q3: 18,617 shares; 2025Q4: 2,444 shares 2,444 $447K 0.01% -16,173 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: 257 shares; 2024Q4: 258 shares; 2025Q1: 1,284 shares; 2025Q2: 556 shares; 2025Q3: 5,131 shares; 2025Q4: 4,855 shares 4,855 $444K 0.01% -276 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 1,007 shares; 2025Q1: 416 shares; 2025Q2: 1,057 shares; 2025Q3: 13,470 shares; 2025Q4: 1,710 shares 1,710 $444K 0.01% -11,760 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 4,335 shares; 2025Q2: 4,516 shares; 2025Q3: 5,296 shares; 2025Q4: 5,736 shares 5,736 $444K 0.01% +440 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 603 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: not reported; 2025Q4: 14,855 shares 14,855 $439K 0.01% new Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,187 shares; 2025Q2: 3,969 shares; 2025Q3: not reported; 2025Q4: 13,393 shares 13,393 $439K 0.01% new 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: 3,303 shares; 2024Q4: 3,327 shares; 2025Q1: 1,940 shares; 2025Q2: 1,966 shares; 2025Q3: 10,223 shares; 2025Q4: 6,059 shares 6,059 $439K 0.01% -4,164 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,208 shares; 2025Q3: not reported; 2025Q4: 14,774 shares 14,774 $439K 0.01% new Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,658 shares; 2025Q2: 16,020 shares; 2025Q3: not reported; 2025Q4: 15,979 shares 15,979 $438K 0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 47,644 shares 47,644 $437K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares; 2025Q4: 13,070 shares 13,070 $437K 0.01% 0 Timeline TRFK 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: not reported; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 56,074 shares; 2025Q4: 6,823 shares 6,823 $437K 0.01% -49,251 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,858 shares; 2024Q4: 41,156 shares; 2025Q1: 41,489 shares; 2025Q2: 41,614 shares; 2025Q3: 37,854 shares; 2025Q4: 41,673 shares 41,673 $437K 0.01% +3,819 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: not reported; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 34,936 shares 34,936 $436K 0.01% +34,220 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: 35 shares; 2024Q4: 37 shares; 2025Q1: 33 shares; 2025Q2: 125 shares; 2025Q3: 1,067 shares; 2025Q4: 432 shares 432 $436K 0.01% -635 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 39,545 shares; 2025Q4: 37,477 shares 37,477 $434K 0.01% -2,068 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 460 shares; 2025Q1: 1,485 shares; 2025Q2: 1,473 shares; 2025Q3: 24,950 shares; 2025Q4: 3,938 shares 3,938 $434K 0.01% -21,012 Timeline REMX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,869 shares 5,869 $434K 0.01% new Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,785 shares; 2025Q3: not reported; 2025Q4: 14,301 shares 14,301 $433K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 83 shares; 2025Q1: 103 shares; 2025Q2: 184 shares; 2025Q3: 961 shares; 2025Q4: 560 shares 560 $429K 0.01% -401 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,066 shares; 2025Q2: 4,382 shares; 2025Q3: not reported; 2025Q4: 14,512 shares 14,512 $428K 0.01% new Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,134 shares; 2025Q2: 14,960 shares; 2025Q3: not reported; 2025Q4: 15,109 shares 15,109 $425K 0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,640 shares; 2025Q4: 15,606 shares 15,606 $424K 0.01% +3,966 Timeline AOA 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: 5,246 shares; 2024Q4: 4,205 shares; 2025Q1: 4,348 shares; 2025Q2: 4,550 shares; 2025Q3: not reported; 2025Q4: 4,717 shares 4,717 $422K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 8,175 shares; 2025Q1: 4,763 shares; 2025Q2: 5,157 shares; 2025Q3: 24,985 shares; 2025Q4: 10,976 shares 10,976 $421K 0.01% -14,009 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: 2,860 shares; 2024Q4: 3,563 shares; 2025Q1: 2,816 shares; 2025Q2: 2,997 shares; 2025Q3: 160,327 shares; 2025Q4: 6,263 shares 6,263 $419K 0.01% -154,064 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 18 shares; 2025Q2: 305 shares; 2025Q3: 30,952 shares; 2025Q4: 15,026 shares 15,026 $419K 0.01% -15,926 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: 238 shares; 2025Q2: 238 shares; 2025Q3: 1,679 shares; 2025Q4: 18,578 shares 18,578 $417K 0.01% +16,899 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 2,775 shares; 2025Q1: 67 shares; 2025Q2: 87 shares; 2025Q3: 18,214 shares; 2025Q4: 10,736 shares 10,736 $416K 0.01% -7,478 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: 2,029 shares; 2024Q4: 2,027 shares; 2025Q1: 2,763 shares; 2025Q2: 2,618 shares; 2025Q3: 12,581 shares; 2025Q4: 4,324 shares 4,324 $415K 0.01% -8,257 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 1,098 shares; 2025Q1: 13,769 shares; 2025Q2: 7,600 shares; 2025Q3: 87,999 shares; 2025Q4: 15,070 shares 15,070 $414K 0.01% -72,929 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 171 shares; 2025Q1: not reported; 2025Q2: 1,722 shares; 2025Q3: 5,640 shares; 2025Q4: 4,762 shares 4,762 $414K 0.01% -878 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: 42 shares; 2024Q4: 1,301 shares; 2025Q1: 1,407 shares; 2025Q2: 1,498 shares; 2025Q3: 3,429 shares; 2025Q4: 1,905 shares 1,905 $414K 0.01% -1,524 Timeline CAM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 16,470 shares 16,470 $413K 0.01% new Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,366 shares; 2025Q2: 15,201 shares; 2025Q3: not reported; 2025Q4: 14,895 shares 14,895 $413K 0.01% new Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN 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: 44,643 shares 44,643 $411K 0.01% new Timeline IXN 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 shares; 2024Q4: 1,283 shares; 2025Q1: 1,363 shares; 2025Q2: 914 shares; 2025Q3: not reported; 2025Q4: 3,903 shares 3,903 $410K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 2,072 shares; 2025Q1: 222 shares; 2025Q2: 517 shares; 2025Q3: 3,515 shares; 2025Q4: 5,118 shares 5,118 $410K 0.01% +1,603 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: 283 shares; 2024Q4: 876 shares; 2025Q1: 813 shares; 2025Q2: 694 shares; 2025Q3: 8,852 shares; 2025Q4: 2,103 shares 2,103 $409K 0.01% -6,749 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 1,709 shares; 2025Q1: 933 shares; 2025Q2: 754 shares; 2025Q3: 4,176 shares; 2025Q4: 2,111 shares 2,111 $408K 0.01% -2,065 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING 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: 32,026 shares 32,026 $408K 0.01% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,998 shares; 2025Q1: 9,498 shares; 2025Q2: 11,306 shares; 2025Q3: not reported; 2025Q4: 9,171 shares 9,171 $407K 0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 833 shares; 2025Q1: 733 shares; 2025Q2: 1,038 shares; 2025Q3: 2,862 shares; 2025Q4: 894 shares 894 $406K 0.01% -1,968 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 306 shares; 2025Q3: not reported; 2025Q4: 4,521 shares 4,521 $404K 0.01% new Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,454 shares; 2025Q2: 13,576 shares; 2025Q3: not reported; 2025Q4: 14,198 shares 14,198 $404K 0.01% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 4,453 shares; 2025Q3: 6,557 shares; 2025Q4: 11,429 shares 11,429 $404K 0.01% +4,872 Timeline ARKG 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: 416 shares; 2024Q4: 416 shares; 2025Q1: 15,954 shares; 2025Q2: 17,746 shares; 2025Q3: not reported; 2025Q4: 13,882 shares 13,882 $402K 0.01% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 721 shares; 2025Q1: 1,680 shares; 2025Q2: 1,751 shares; 2025Q3: 1,905 shares; 2025Q4: 3,026 shares 3,026 $402K 0.01% +1,121 Timeline EWG 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: 9,452 shares; 2024Q4: 9,452 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,452 shares 9,452 $402K 0.01% new 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: 520 shares; 2024Q4: 548 shares; 2025Q1: 191 shares; 2025Q2: 406 shares; 2025Q3: 18,726 shares; 2025Q4: 1,136 shares 1,136 $402K 0.01% -17,590 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: 554 shares; 2024Q4: 1,494 shares; 2025Q1: 1,142 shares; 2025Q2: 1,122 shares; 2025Q3: 13,589 shares; 2025Q4: 3,660 shares 3,660 $401K 0.01% -9,929 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 957 shares; 2025Q1: 1,613 shares; 2025Q2: 14,204 shares; 2025Q3: not reported; 2025Q4: 6,957 shares 6,957 $398K 0.01% new Timeline EEMV 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: 746 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 773 shares; 2025Q3: not reported; 2025Q4: 6,207 shares 6,207 $397K 0.01% new 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: 6,067 shares 6,067 $397K 0.01% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 190 shares; 2025Q1: 212 shares; 2025Q2: 2,765 shares; 2025Q3: 5,597 shares; 2025Q4: 4,436 shares 4,436 $396K 0.01% -1,161 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 1,141 shares; 2025Q1: 759 shares; 2025Q2: 738 shares; 2025Q3: 4,380 shares; 2025Q4: 2,845 shares 2,845 $395K 0.01% -1,535 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 60 shares; 2025Q2: 202 shares; 2025Q3: 9,068 shares; 2025Q4: 3,111 shares 3,111 $394K 0.01% -5,957 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 766 shares; 2025Q1: 1,541 shares; 2025Q2: 1,634 shares; 2025Q3: 35,063 shares; 2025Q4: 16,604 shares 16,604 $393K 0.01% -18,459 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: 139 shares; 2024Q4: 160 shares; 2025Q1: 183 shares; 2025Q2: 173 shares; 2025Q3: 9,672 shares; 2025Q4: 650 shares 650 $393K 0.01% -9,022 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 1,081 shares; 2025Q1: 654 shares; 2025Q2: 1,147 shares; 2025Q3: 8,644 shares; 2025Q4: 3,188 shares 3,188 $392K 0.01% -5,456 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 172 shares; 2025Q1: 11 shares; 2025Q2: 45 shares; 2025Q3: 12,822 shares; 2025Q4: 710 shares 710 $391K 0.01% -12,112 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 220 shares; 2025Q1: 105 shares; 2025Q2: 1,644 shares; 2025Q3: 1,144 shares; 2025Q4: 1,619 shares 1,619 $390K 0.01% +475 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 2,620 shares; 2025Q1: 4,719 shares; 2025Q2: 3,769 shares; 2025Q3: 4,700 shares; 2025Q4: 5,294 shares 5,294 $390K 0.01% +594 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: 653 shares; 2024Q4: 714 shares; 2025Q1: 576 shares; 2025Q2: 705 shares; 2025Q3: 4,727 shares; 2025Q4: 1,554 shares 1,554 $390K 0.01% -3,173 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 2,344 shares; 2025Q3: 9,333 shares; 2025Q4: 6,087 shares 6,087 $390K 0.01% -3,246 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: 526 shares; 2024Q4: 572 shares; 2025Q1: 465 shares; 2025Q2: 1,607 shares; 2025Q3: 4,500 shares; 2025Q4: 4,474 shares 4,474 $390K 0.01% -26 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: not reported; 2024Q4: not reported; 2025Q1: 624 shares; 2025Q2: 1,432 shares; 2025Q3: not reported; 2025Q4: 7,108 shares 7,108 $389K 0.01% new 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: 236 shares; 2024Q4: 302 shares; 2025Q1: 1,428 shares; 2025Q2: 746 shares; 2025Q3: 11,501 shares; 2025Q4: 1,866 shares 1,866 $388K 0.01% -9,635 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 600 shares; 2025Q2: 454 shares; 2025Q3: 10,369 shares; 2025Q4: 6,568 shares 6,568 $388K 0.01% -3,801 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: 70 shares; 2024Q4: not reported; 2025Q1: 2,907 shares; 2025Q2: 5,113 shares; 2025Q3: 18,099 shares; 2025Q4: 16,528 shares 16,528 $385K 0.01% -1,571 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO 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: 1,657 shares; 2025Q3: 39,503 shares; 2025Q4: 31,219 shares 31,219 $385K 0.01% -8,284 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 39,185 shares; 2025Q1: 39,185 shares; 2025Q2: 39,185 shares; 2025Q3: 119,841 shares; 2025Q4: 41,110 shares 41,110 $384K 0.01% -78,731 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,387 shares 1,387 $384K 0.01% new 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: 244 shares; 2024Q4: 930 shares; 2025Q1: 914 shares; 2025Q2: 1,416 shares; 2025Q3: 8,483 shares; 2025Q4: 4,624 shares 4,624 $384K 0.01% -3,859 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: 167 shares; 2024Q4: 175 shares; 2025Q1: 1,509 shares; 2025Q2: 1,359 shares; 2025Q3: 24,068 shares; 2025Q4: 3,042 shares 3,042 $383K 0.01% -21,026 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,357 shares; 2024Q4: 14,734 shares; 2025Q1: 15,112 shares; 2025Q2: 15,568 shares; 2025Q3: not reported; 2025Q4: 16,743 shares 16,743 $382K 0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,219 shares; 2025Q1: 2,043 shares; 2025Q2: 4,594 shares; 2025Q3: 30,633 shares; 2025Q4: 14,048 shares 14,048 $382K 0.01% -16,585 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: 1,204 shares; 2024Q4: 914 shares; 2025Q1: 1,285 shares; 2025Q2: 2,102 shares; 2025Q3: 56,815 shares; 2025Q4: 9,495 shares 9,495 $382K 0.01% -47,320 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,286 shares; 2025Q1: 7,652 shares; 2025Q2: 9,413 shares; 2025Q3: 14,675 shares; 2025Q4: 8,728 shares 8,728 $381K 0.01% -5,947 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 698 shares; 2025Q1: 1,711 shares; 2025Q2: 4,799 shares; 2025Q3: not reported; 2025Q4: 4,745 shares 4,745 $381K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 1,699 shares; 2025Q1: 2,041 shares; 2025Q2: 2,127 shares; 2025Q3: 218,211 shares; 2025Q4: 8,580 shares 8,580 $380K 0.01% -209,631 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 482 shares; 2025Q1: 126 shares; 2025Q2: 242 shares; 2025Q3: 10,826 shares; 2025Q4: 1,113 shares 1,113 $378K 0.01% -9,713 Timeline SH 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: not reported; 2025Q3: not reported; 2025Q4: 10,381 shares 10,381 $374K 0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,845 shares; 2025Q1: 3,408 shares; 2025Q2: 3,217 shares; 2025Q3: 32,804 shares; 2025Q4: 7,947 shares 7,947 $372K 0.01% -24,857 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,997 shares; 2025Q1: 8,219 shares; 2025Q2: 8,216 shares; 2025Q3: not reported; 2025Q4: 7,862 shares 7,862 $370K 0.01% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 435 shares; 2025Q1: 833 shares; 2025Q2: 997 shares; 2025Q3: 7,695 shares; 2025Q4: 4,301 shares 4,301 $367K 0.01% -3,394 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 1,622 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 36,098 shares; 2025Q4: 3,409 shares 3,409 $365K 0.01% -32,689 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: 402 shares; 2024Q4: 228 shares; 2025Q1: 241 shares; 2025Q2: 269 shares; 2025Q3: 5,413 shares; 2025Q4: 2,150 shares 2,150 $365K 0.01% -3,263 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 378 shares; 2025Q1: 395 shares; 2025Q2: 398 shares; 2025Q3: 1,052 shares; 2025Q4: 821 shares 821 $364K 0.01% -231 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: 42 shares; 2024Q4: 105 shares; 2025Q1: 2 shares; 2025Q2: 69 shares; 2025Q3: 2,783 shares; 2025Q4: 1,550 shares 1,550 $363K 0.01% -1,233 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,046 shares; 2025Q1: 1,569 shares; 2025Q2: 3,157 shares; 2025Q3: 56,975 shares; 2025Q4: 5,151 shares 5,151 $363K 0.01% -51,824 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 746 shares; 2025Q2: 3,743 shares; 2025Q3: 22,478 shares; 2025Q4: 18,789 shares 18,789 $363K 0.01% -3,689 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 13 shares; 2025Q3: 7,621 shares; 2025Q4: 7,533 shares 7,533 $362K 0.01% -88 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,428 shares 7,428 $362K 0.01% new Timeline ZECP ZACKS TRUST More: the full row for ZACKS 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: 10,394 shares 10,394 $361K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 770 shares; 2025Q1: 998 shares; 2025Q2: 985 shares; 2025Q3: 11,248 shares; 2025Q4: 1,776 shares 1,776 $361K 0.01% -9,472 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 496 shares; 2025Q1: 2,225 shares; 2025Q2: 2,061 shares; 2025Q3: 4,942 shares; 2025Q4: 4,599 shares 4,599 $361K 0.01% -343 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: 543 shares; 2024Q4: 544 shares; 2025Q1: 425 shares; 2025Q2: 436 shares; 2025Q3: 6,359 shares; 2025Q4: 2,636 shares 2,636 $360K 0.01% -3,723 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: 288 shares; 2024Q4: 550 shares; 2025Q1: 1,027 shares; 2025Q2: 1,546 shares; 2025Q3: 19,002 shares; 2025Q4: 4,921 shares 4,921 $360K 0.01% -14,081 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 4,732 shares; 2025Q4: 7,181 shares 7,181 $359K 0.01% +2,449 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 958 shares; 2025Q1: 1,261 shares; 2025Q2: 3,391 shares; 2025Q3: 102,520 shares; 2025Q4: 3,597 shares 3,597 $359K 0.01% -98,923 Timeline SPYD 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: 7,495 shares; 2025Q1: 7,388 shares; 2025Q2: 4,558 shares; 2025Q3: not reported; 2025Q4: 8,292 shares 8,292 $359K 0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,366 shares; 2025Q1: 4,848 shares; 2025Q2: 5,370 shares; 2025Q3: 8,699 shares; 2025Q4: 7,737 shares 7,737 $358K 0.01% -962 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 1,699 shares; 2025Q1: 1,466 shares; 2025Q2: 1,716 shares; 2025Q3: 62,302 shares; 2025Q4: 2,770 shares 2,770 $357K 0.01% -59,532 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: 91 shares; 2024Q4: 198 shares; 2025Q1: 738 shares; 2025Q2: 1,199 shares; 2025Q3: 2,155 shares; 2025Q4: 1,563 shares 1,563 $356K 0.01% -592 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,388 shares; 2024Q4: 7,623 shares; 2025Q1: 7,938 shares; 2025Q2: 8,179 shares; 2025Q3: not reported; 2025Q4: 8,737 shares 8,737 $355K 0.01% new 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: 207 shares; 2024Q4: 309 shares; 2025Q1: 548 shares; 2025Q2: 386 shares; 2025Q3: 22,452 shares; 2025Q4: 1,739 shares 1,739 $353K 0.01% -20,713 Timeline TEXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000 $352K 0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 3,595 shares; 2025Q4: 1,042 shares 1,042 $352K 0.01% -2,553 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: 2,006 shares; 2024Q4: 1,640 shares; 2025Q1: 1,806 shares; 2025Q2: 4,311 shares; 2025Q3: 32,166 shares; 2025Q4: 3,109 shares 3,109 $352K 0.01% -29,057 Timeline CMDB COSTAMARE BULKERS HLDGS LTD More: the full row for COSTAMARE BULKERS HLDGS 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: 24,305 shares; 2025Q4: 22,771 shares 22,771 $351K 0.01% -1,534 Timeline VLUE 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: 470 shares; 2024Q4: 1,468 shares; 2025Q1: 1,539 shares; 2025Q2: 1,250 shares; 2025Q3: not reported; 2025Q4: 2,563 shares 2,563 $350K 0.01% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 15,187 shares; 2025Q1: 8,248 shares; 2025Q2: 8,249 shares; 2025Q3: not reported; 2025Q4: 8,077 shares 8,077 $350K 0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 705 shares; 2025Q2: 692 shares; 2025Q3: 538 shares; 2025Q4: 950 shares 950 $350K 0.01% +412 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,840 shares; 2024Q4: 15,853 shares; 2025Q1: 8,046 shares; 2025Q2: 7,849 shares; 2025Q3: not reported; 2025Q4: 7,998 shares 7,998 $350K 0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 13 shares; 2025Q1: 136 shares; 2025Q2: 218 shares; 2025Q3: 10,237 shares; 2025Q4: 3,942 shares 3,942 $350K 0.01% -6,295 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: 25 shares; 2024Q4: 35 shares; 2025Q1: 602 shares; 2025Q2: 637 shares; 2025Q3: 4,420 shares; 2025Q4: 9,507 shares 9,507 $349K 0.01% +5,087 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO 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: 27,970 shares; 2025Q3: 28,766 shares; 2025Q4: 29,664 shares 29,664 $349K 0.01% +898 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: 356 shares; 2024Q4: 1,196 shares; 2025Q1: 826 shares; 2025Q2: 1,018 shares; 2025Q3: 7,819 shares; 2025Q4: 1,886 shares 1,886 $349K 0.01% -5,933 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: 98 shares; 2024Q4: 93 shares; 2025Q1: 113 shares; 2025Q2: 387 shares; 2025Q3: 103,721 shares; 2025Q4: 1,795 shares 1,795 $349K 0.01% -101,926 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 2,058 shares; 2025Q1: 2,059 shares; 2025Q2: 2,026 shares; 2025Q3: 23,643 shares; 2025Q4: 6,585 shares 6,585 $349K 0.01% -17,058 Timeline FICS 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: 29,557 shares; 2025Q1: 28,170 shares; 2025Q2: 11,076 shares; 2025Q3: not reported; 2025Q4: 8,683 shares 8,683 $348K 0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 384 shares; 2025Q2: 637 shares; 2025Q3: 1,625 shares; 2025Q4: 4,821 shares 4,821 $348K 0.01% +3,196 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 1,352 shares; 2025Q1: 1,054 shares; 2025Q2: 2,185 shares; 2025Q3: 12,320 shares; 2025Q4: 4,932 shares 4,932 $345K 0.01% -7,388 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 288 shares; 2025Q1: 430 shares; 2025Q2: 17,974 shares; 2025Q3: 19,722 shares; 2025Q4: 19,123 shares 19,123 $344K 0.01% -599 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,654 shares; 2025Q1: 230 shares; 2025Q2: 128 shares; 2025Q3: 5,465 shares; 2025Q4: 3,345 shares 3,345 $344K 0.01% -2,120 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 578 shares; 2025Q1: 137 shares; 2025Q2: 167 shares; 2025Q3: 17,023 shares; 2025Q4: 6,548 shares 6,548 $343K 0.01% -10,475 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,832 shares; 2025Q1: 4,462 shares; 2025Q2: 3,429 shares; 2025Q3: 3,749 shares; 2025Q4: 2,681 shares 2,681 $342K 0.01% -1,068 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: 304 shares; 2024Q4: 365 shares; 2025Q1: 298 shares; 2025Q2: 1,374 shares; 2025Q3: 10,456 shares; 2025Q4: 2,650 shares 2,650 $342K 0.01% -7,806 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460 shares; 2025Q3: 4,127 shares; 2025Q4: 2,300 shares 2,300 $341K 0.01% -1,827 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,774 shares; 2025Q1: 3,020 shares; 2025Q2: 3,540 shares; 2025Q3: 76,386 shares; 2025Q4: 1,954 shares 1,954 $339K 0.01% -74,432 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 1,836 shares; 2025Q1: 1,610 shares; 2025Q2: 2,601 shares; 2025Q3: 3,681 shares; 2025Q4: 9,020 shares 9,020 $338K 0.01% +5,339 Timeline PMAR 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: 14,570 shares; 2024Q4: 14,520 shares; 2025Q1: 7,669 shares; 2025Q2: 7,647 shares; 2025Q3: not reported; 2025Q4: 7,502 shares 7,502 $337K 0.01% new Timeline LIT 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: 64 shares; 2025Q3: 651 shares; 2025Q4: 5,198 shares 5,198 $337K 0.01% +4,547 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: 432 shares; 2024Q4: 494 shares; 2025Q1: 527 shares; 2025Q2: 633 shares; 2025Q3: 8,450 shares; 2025Q4: 1,569 shares 1,569 $337K 0.01% -6,881 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: 32 shares; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 146 shares; 2025Q3: 7,405 shares; 2025Q4: 8,089 shares 8,089 $335K 0.01% +684 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: 159 shares; 2025Q1: 386 shares; 2025Q2: 523 shares; 2025Q3: 2,455 shares; 2025Q4: 17,294 shares 17,294 $335K 0.01% +14,839 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,726 shares; 2024Q4: 9,744 shares; 2025Q1: 8,268 shares; 2025Q2: 12,330 shares; 2025Q3: 84,620 shares; 2025Q4: 8,547 shares 8,547 $335K 0.01% -76,073 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 131 shares; 2025Q3: 7,537 shares; 2025Q4: 3,548 shares 3,548 $334K 0.01% -3,989 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 131 shares; 2025Q1: 331 shares; 2025Q2: 313 shares; 2025Q3: 15,781 shares; 2025Q4: 1,526 shares 1,526 $333K 0.01% -14,255 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: 444 shares; 2024Q4: 774 shares; 2025Q1: 567 shares; 2025Q2: 904 shares; 2025Q3: 28,137 shares; 2025Q4: 5,659 shares 5,659 $329K 0.01% -22,478 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,931 shares; 2025Q1: 5,477 shares; 2025Q2: 5,537 shares; 2025Q3: not reported; 2025Q4: 1,591 shares 1,591 $329K 0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 1,389 shares; 2025Q1: 1,572 shares; 2025Q2: 1,656 shares; 2025Q3: 13,026 shares; 2025Q4: 4,859 shares 4,859 $328K 0.01% -8,167 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,214 shares; 2024Q4: 15,387 shares; 2025Q1: 15,384 shares; 2025Q2: 14,968 shares; 2025Q3: not reported; 2025Q4: 7,554 shares 7,554 $327K 0.01% new Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 15,131 shares; 2025Q1: 14,927 shares; 2025Q2: 7,962 shares; 2025Q3: not reported; 2025Q4: 7,790 shares 7,790 $326K 0.01% new Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 794 shares; 2025Q1: 873 shares; 2025Q2: 1,570 shares; 2025Q3: not reported; 2025Q4: 3,307 shares 3,307 $326K 0.01% new Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 544 shares; 2025Q1: 1,822 shares; 2025Q2: 983 shares; 2025Q3: 21,617 shares; 2025Q4: 7,367 shares 7,367 $325K 0.01% -14,250 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 265 shares; 2025Q3: 4,984 shares; 2025Q4: 2,184 shares 2,184 $325K 0.01% -2,800 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,483 shares; 2024Q4: 13,652 shares; 2025Q1: 13,529 shares; 2025Q2: 7,124 shares; 2025Q3: not reported; 2025Q4: 6,992 shares 6,992 $325K 0.01% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 187 shares; 2025Q1: 272 shares; 2025Q2: 430 shares; 2025Q3: 9,872 shares; 2025Q4: 801 shares 801 $322K 0.01% -9,071 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,533 shares; 2024Q4: 15,305 shares; 2025Q1: 7,613 shares; 2025Q2: 7,490 shares; 2025Q3: not reported; 2025Q4: 7,684 shares 7,684 $321K 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: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 7,800 shares 7,800 $320K 0.01% +3,350 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,075 shares 3,075 $320K 0.01% new 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 140 shares; 2025Q2: 40 shares; 2025Q3: 102,475 shares; 2025Q4: 7,050 shares 7,050 $320K 0.01% -95,425 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: 391 shares; 2024Q4: 620 shares; 2025Q1: 1,020 shares; 2025Q2: 360 shares; 2025Q3: 149,261 shares; 2025Q4: 5,443 shares 5,443 $319K 0.01% -143,818 Timeline IUSB 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: 1,544 shares; 2024Q4: not reported; 2025Q1: 3,510 shares; 2025Q2: 3,005 shares; 2025Q3: not reported; 2025Q4: 6,837 shares 6,837 $318K 0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 62,757 shares; 2025Q4: 31,210 shares 31,210 $318K 0.01% -31,547 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 609 shares; 2025Q1: 521 shares; 2025Q2: 564 shares; 2025Q3: 43,350 shares; 2025Q4: 6,311 shares 6,311 $317K 0.01% -37,039 Timeline AOM 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: 7,347 shares; 2024Q4: 8,002 shares; 2025Q1: 7,251 shares; 2025Q2: 7,343 shares; 2025Q3: not reported; 2025Q4: 6,643 shares 6,643 $317K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 825 shares; 2025Q1: 837 shares; 2025Q2: 824 shares; 2025Q3: 7,005 shares; 2025Q4: 4,626 shares 4,626 $316K 0.01% -2,379 Timeline EWA 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: 12,527 shares; 2024Q4: 12,527 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 110,110 shares; 2025Q4: 12,055 shares 12,055 $316K 0.01% -98,055 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 113 shares; 2025Q2: 2,028 shares; 2025Q3: 16,302 shares; 2025Q4: 3,792 shares 3,792 $315K 0.01% -12,510 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: 131 shares; 2024Q4: 162 shares; 2025Q1: 414 shares; 2025Q2: 387 shares; 2025Q3: 3,991 shares; 2025Q4: 1,762 shares 1,762 $315K 0.01% -2,229 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 382 shares; 2025Q1: 396 shares; 2025Q2: 1,383 shares; 2025Q3: 44,642 shares; 2025Q4: 4,199 shares 4,199 $312K 0.01% -40,443 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,831 shares; 2025Q4: 13,363 shares 13,363 $310K 0.01% -1,468 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: 932 shares; 2024Q4: 979 shares; 2025Q1: 82 shares; 2025Q2: 1,050 shares; 2025Q3: 12,287 shares; 2025Q4: 1,388 shares 1,388 $309K 0.01% -10,899 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 2,658 shares; 2025Q1: 9,713 shares; 2025Q2: 8,184 shares; 2025Q3: 20,872 shares; 2025Q4: 8,822 shares 8,822 $309K 0.01% -12,050 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,252 shares; 2025Q2: 1,962 shares; 2025Q3: not reported; 2025Q4: 11,958 shares 11,958 $309K 0.01% new 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: 19 shares; 2024Q4: 36 shares; 2025Q1: 236 shares; 2025Q2: 295 shares; 2025Q3: 34,327 shares; 2025Q4: 1,501 shares 1,501 $308K 0.01% -32,826 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,121 shares; 2025Q1: 802 shares; 2025Q2: 619 shares; 2025Q3: 20,150 shares; 2025Q4: 4,567 shares 4,567 $308K 0.01% -15,583 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES 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: 6,065 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares; 2025Q4: 7,235 shares 7,235 $307K 0.01% +1,170 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY 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: 1,625 shares; 2025Q3: 45,446 shares; 2025Q4: 26,305 shares 26,305 $307K 0.01% -19,141 Timeline NOBL 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: 572 shares; 2024Q4: 574 shares; 2025Q1: 1,099 shares; 2025Q2: 1,100 shares; 2025Q3: not reported; 2025Q4: 2,950 shares 2,950 $307K 0.01% new Timeline BIBL 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: not reported; 2024Q4: 7,507 shares; 2025Q1: 10,905 shares; 2025Q2: 10,914 shares; 2025Q3: not reported; 2025Q4: 6,783 shares 6,783 $306K 0.01% new Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,343 shares; 2025Q3: not reported; 2025Q4: 7,338 shares 7,338 $306K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 215 shares; 2025Q3: 1,710 shares; 2025Q4: 3,561 shares 3,561 $306K 0.01% +1,851 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,774 shares 2,774 $306K 0.01% new 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: 1,427 shares; 2024Q4: 1,602 shares; 2025Q1: 3,354 shares; 2025Q2: 2,799 shares; 2025Q3: 9,742 shares; 2025Q4: 3,711 shares 3,711 $304K 0.01% -6,031 Timeline ESGE 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: not reported; 2025Q1: 3,489 shares; 2025Q2: 2,398 shares; 2025Q3: not reported; 2025Q4: 6,886 shares 6,886 $304K 0.01% new 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: 95 shares; 2024Q4: 104 shares; 2025Q1: 503 shares; 2025Q2: 561 shares; 2025Q3: 25,811 shares; 2025Q4: 2,235 shares 2,235 $304K 0.01% -23,576 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: 196 shares; 2024Q4: 2,753 shares; 2025Q1: 465 shares; 2025Q2: 971 shares; 2025Q3: 14,735 shares; 2025Q4: 4,892 shares 4,892 $303K 0.01% -9,843 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 17,599 shares; 2025Q4: 9,689 shares 9,689 $302K 0.01% -7,910 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: not reported; 2025Q4: 591 shares 591 $302K 0.01% new Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 1,243 shares; 2025Q1: 5,688 shares; 2025Q2: 3,766 shares; 2025Q3: 17,866 shares; 2025Q4: 9,043 shares 9,043 $301K 0.01% -8,823 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,985 shares; 2025Q1: 3,834 shares; 2025Q2: 7,162 shares; 2025Q3: 25,040 shares; 2025Q4: 10,744 shares 10,744 $301K 0.01% -14,296 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 26,766 shares; 2025Q3: 15,747 shares; 2025Q4: 23,866 shares 23,866 $300K 0.01% +8,119 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 206 shares; 2025Q3: not reported; 2025Q4: 6,098 shares 6,098 $300K 0.01% new Timeline ICLN 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: 2,157 shares; 2024Q4: 2,198 shares; 2025Q1: 2,197 shares; 2025Q2: 2,203 shares; 2025Q3: not reported; 2025Q4: 18,149 shares 18,149 $298K 0.01% new Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,285 shares 11,285 $298K 0.01% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 242 shares; 2025Q1: 340 shares; 2025Q2: 724 shares; 2025Q3: 10,630 shares; 2025Q4: 3,538 shares 3,538 $298K 0.01% -7,092 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,898 shares; 2024Q4: 13,097 shares; 2025Q1: 6,801 shares; 2025Q2: 6,610 shares; 2025Q3: not reported; 2025Q4: 6,769 shares 6,769 $297K 0.01% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,114 shares; 2025Q3: 8,113 shares; 2025Q4: 8,114 shares 8,114 $297K 0.01% +1 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 15,121 shares; 2025Q1: 15,121 shares; 2025Q2: 7,682 shares; 2025Q3: 462,773 shares; 2025Q4: 7,500 shares 7,500 $297K 0.01% -455,273 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 26 shares; 2025Q2: 282 shares; 2025Q3: 7,479 shares; 2025Q4: 1,613 shares 1,613 $297K 0.01% -5,866 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 646 shares; 2025Q1: 760 shares; 2025Q2: 1,281 shares; 2025Q3: 18,709 shares; 2025Q4: 1,218 shares 1,218 $296K 0.01% -17,491 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL 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: 681 shares; 2025Q3: 3,688 shares; 2025Q4: 4,993 shares 4,993 $294K 0.01% +1,305 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,512 shares; 2025Q1: 8,085 shares; 2025Q2: 8,071 shares; 2025Q3: not reported; 2025Q4: 8,746 shares 8,746 $293K 0.01% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 1,352 shares; 2025Q1: 96 shares; 2025Q2: 82 shares; 2025Q3: 3,811 shares; 2025Q4: 2,798 shares 2,798 $292K 0.01% -1,013 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 515 shares; 2025Q1: 866 shares; 2025Q2: 832 shares; 2025Q3: 36,823 shares; 2025Q4: 13,431 shares 13,431 $292K 0.01% -23,392 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: 1,011 shares; 2024Q4: 1,133 shares; 2025Q1: 960 shares; 2025Q2: 1,213 shares; 2025Q3: 29,797 shares; 2025Q4: 2,137 shares 2,137 $291K 0.01% -27,660 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 232 shares; 2025Q1: 2,638 shares; 2025Q2: 2,975 shares; 2025Q3: 279,489 shares; 2025Q4: 16,886 shares 16,886 $290K 0.01% -262,603 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 114 shares; 2025Q1: 218 shares; 2025Q2: 224 shares; 2025Q3: 804 shares; 2025Q4: 1,105 shares 1,105 $289K 0.01% +301 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 269 shares; 2025Q1: 362 shares; 2025Q2: 412 shares; 2025Q3: 8,129 shares; 2025Q4: 2,626 shares 2,626 $289K 0.01% -5,503 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 616 shares; 2025Q1: 607 shares; 2025Q2: 744 shares; 2025Q3: 2,468 shares; 2025Q4: 715 shares 715 $289K 0.01% -1,753 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 2,267 shares; 2025Q3: 1,495 shares; 2025Q4: 2,405 shares 2,405 $288K 0.01% +910 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: 43 shares; 2024Q4: 84 shares; 2025Q1: 4,389 shares; 2025Q2: 4,591 shares; 2025Q3: 661,514 shares; 2025Q4: 17,894 shares 17,894 $288K 0.01% -643,620 Timeline ACWV 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: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: not reported; 2025Q4: 2,420 shares 2,420 $287K 0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD 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: 541 shares; 2025Q3: 10,885 shares; 2025Q4: 10,908 shares 10,908 $287K 0.01% +23 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 2,612 shares; 2025Q1: 1,788 shares; 2025Q2: 822 shares; 2025Q3: 6,636 shares; 2025Q4: 6,632 shares 6,632 $287K 0.01% -4 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: 584 shares; 2024Q4: 595 shares; 2025Q1: 583 shares; 2025Q2: 604 shares; 2025Q3: 1,721 shares; 2025Q4: 756 shares 756 $287K 0.01% -965 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 784 shares; 2025Q1: 300 shares; 2025Q2: 304 shares; 2025Q3: 68,582 shares; 2025Q4: 2,052 shares 2,052 $287K 0.01% -66,530 Timeline RYLD 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: 15,513 shares; 2024Q4: 15,827 shares; 2025Q1: 16,481 shares; 2025Q2: 16,981 shares; 2025Q3: not reported; 2025Q4: 18,745 shares 18,745 $287K 0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 202 shares; 2025Q1: 634 shares; 2025Q2: 2,344 shares; 2025Q3: not reported; 2025Q4: 2,768 shares 2,768 $287K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,448 shares 4,448 $286K 0.01% new Timeline PAPR 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: 16,086 shares; 2024Q4: 16,144 shares; 2025Q1: 7,564 shares; 2025Q2: 7,459 shares; 2025Q3: not reported; 2025Q4: 7,316 shares 7,316 $286K 0.01% new Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 933 shares; 2025Q1: 1,973 shares; 2025Q2: 1,870 shares; 2025Q3: 34,746 shares; 2025Q4: 21,933 shares 21,933 $284K 0.01% -12,813 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,267 shares; 2025Q1: 13,600 shares; 2025Q2: 12,159 shares; 2025Q3: 90,146 shares; 2025Q4: 11,124 shares 11,124 $283K 0.01% -79,022 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 498 shares; 2025Q3: 5,280 shares; 2025Q4: 1,964 shares 1,964 $282K 0.01% -3,316 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 1,076 shares; 2025Q3: 1,971 shares; 2025Q4: 5,255 shares 5,255 $282K 0.01% +3,284 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 624 shares; 2025Q1: 863 shares; 2025Q2: 978 shares; 2025Q3: 11,322 shares; 2025Q4: 4,546 shares 4,546 $282K 0.01% -6,776 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS 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: 476 shares; 2025Q4: 7,467 shares 7,467 $282K 0.01% +6,991 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: 464 shares; 2024Q4: 432 shares; 2025Q1: 148 shares; 2025Q2: 190 shares; 2025Q3: 5,391 shares; 2025Q4: 577 shares 577 $281K 0.01% -4,814 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS 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: 14 shares; 2025Q2: 355 shares; 2025Q3: 6,424 shares; 2025Q4: 5,623 shares 5,623 $281K 0.01% -801 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,475 shares; 2025Q1: 1,294 shares; 2025Q2: 1,590 shares; 2025Q3: 3,072 shares; 2025Q4: 1,539 shares 1,539 $281K 0.01% -1,533 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: 112 shares; 2024Q4: 98 shares; 2025Q1: 27 shares; 2025Q2: 67 shares; 2025Q3: 5,165 shares; 2025Q4: 527 shares 527 $281K 0.01% -4,638 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 982 shares; 2025Q1: 1,019 shares; 2025Q2: 1,301 shares; 2025Q3: 9,472 shares; 2025Q4: 5,176 shares 5,176 $280K 0.01% -4,296 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,916 shares; 2025Q2: 1,682 shares; 2025Q3: 14,798 shares; 2025Q4: 14,800 shares 14,800 $279K 0.01% +2 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: 125 shares; 2024Q4: 1,442 shares; 2025Q1: 1,547 shares; 2025Q2: 2,018 shares; 2025Q3: not reported; 2025Q4: 3,585 shares 3,585 $279K 0.01% new 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: 170 shares; 2024Q4: 185 shares; 2025Q1: 238 shares; 2025Q2: 839 shares; 2025Q3: not reported; 2025Q4: 3,902 shares 3,902 $277K 0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 516 shares; 2025Q1: 214 shares; 2025Q2: 36 shares; 2025Q3: 62,833 shares; 2025Q4: 7,831 shares 7,831 $276K 0.01% -55,002 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: 377 shares; 2024Q4: 1,992 shares; 2025Q1: 1,395 shares; 2025Q2: 2,608 shares; 2025Q3: 34,818 shares; 2025Q4: 2,463 shares 2,463 $275K 0.01% -32,355 Timeline HYLS 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: 11,960 shares; 2025Q1: 12,435 shares; 2025Q2: 7,847 shares; 2025Q3: not reported; 2025Q4: 6,577 shares 6,577 $275K 0.01% new 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: 3,356 shares; 2024Q4: 2,947 shares; 2025Q1: 2,624 shares; 2025Q2: 3,112 shares; 2025Q3: 23,330 shares; 2025Q4: 1,694 shares 1,694 $275K 0.01% -21,636 Timeline INDA 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: 3,396 shares; 2024Q4: 3,404 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: not reported; 2025Q4: 5,050 shares 5,050 $273K 0.01% new 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: 3 shares; 2024Q4: 7 shares; 2025Q1: 56 shares; 2025Q2: 174 shares; 2025Q3: 578 shares; 2025Q4: 614 shares 614 $273K 0.01% +36 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 376 shares; 2025Q1: 379 shares; 2025Q2: 382 shares; 2025Q3: not reported; 2025Q4: 1,472 shares 1,472 $272K 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: not reported; 2024Q4: not reported; 2025Q1: 5,477 shares; 2025Q2: 15,738 shares; 2025Q3: not reported; 2025Q4: 14,162 shares 14,162 $272K 0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 520 shares; 2025Q1: 85 shares; 2025Q2: 449 shares; 2025Q3: 767 shares; 2025Q4: 1,688 shares 1,688 $271K 0.01% +921 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 96 shares; 2025Q1: 128 shares; 2025Q2: 209 shares; 2025Q3: 3,412 shares; 2025Q4: 1,899 shares 1,899 $271K 0.01% -1,513 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,661 shares; 2025Q2: 4,661 shares; 2025Q3: not reported; 2025Q4: 4,661 shares 4,661 $271K 0.01% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,563 shares; 2025Q1: 10,351 shares; 2025Q2: 10,360 shares; 2025Q3: not reported; 2025Q4: 10,513 shares 10,513 $271K 0.01% new 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 42 shares; 2025Q2: 180 shares; 2025Q3: 25,293 shares; 2025Q4: 1,383 shares 1,383 $270K 0.01% -23,910 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 481 shares; 2025Q1: 85 shares; 2025Q2: 150 shares; 2025Q3: 13,085 shares; 2025Q4: 678 shares 678 $270K 0.01% -12,407 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 7 shares; 2025Q1: 369 shares; 2025Q2: 518 shares; 2025Q3: 1,709 shares; 2025Q4: 2,986 shares 2,986 $270K 0.01% +1,277 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: 74 shares; 2024Q4: 82 shares; 2025Q1: 209 shares; 2025Q2: 400 shares; 2025Q3: 10,649 shares; 2025Q4: 938 shares 938 $269K 0.01% -9,711 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: 364 shares; 2024Q4: 631 shares; 2025Q1: 3,681 shares; 2025Q2: 1,905 shares; 2025Q3: 202,610 shares; 2025Q4: 6,538 shares 6,538 $269K 0.01% -196,072 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: 863 shares; 2024Q4: 1,117 shares; 2025Q1: 468 shares; 2025Q2: 615 shares; 2025Q3: 7,704 shares; 2025Q4: 2,382 shares 2,382 $269K 0.01% -5,322 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 390 shares; 2025Q1: 394 shares; 2025Q2: 305 shares; 2025Q3: 5,430 shares; 2025Q4: 1,348 shares 1,348 $269K 0.01% -4,082 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: 5,751 shares; 2024Q4: 5,059 shares; 2025Q1: 7,539 shares; 2025Q2: 7,907 shares; 2025Q3: 10,670 shares; 2025Q4: 10,271 shares 10,271 $269K 0.01% -399 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: 44 shares; 2024Q4: 234 shares; 2025Q1: 12 shares; 2025Q2: 192 shares; 2025Q3: 2,845 shares; 2025Q4: 1,802 shares 1,802 $269K 0.01% -1,043 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 455 shares; 2025Q4: 12,607 shares 12,607 $268K 0.01% +12,152 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 10,294 shares 10,294 $268K 0.01% new 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: 71 shares; 2024Q4: 67 shares; 2025Q1: 111 shares; 2025Q2: 129 shares; 2025Q3: 290 shares; 2025Q4: 131 shares 131 $264K 0.01% -159 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 377 shares; 2025Q1: 1,009 shares; 2025Q2: 769 shares; 2025Q3: 8,796 shares; 2025Q4: 1,298 shares 1,298 $264K 0.01% -7,498 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 341 shares; 2025Q1: 106 shares; 2025Q2: 277 shares; 2025Q3: 66,515 shares; 2025Q4: 5,030 shares 5,030 $263K 0.01% -61,485 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: 3,190 shares 3,190 $263K 0.01% new 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: 100 shares; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 887 shares 887 $262K 0.01% +305 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,953 shares; 2025Q2: 4,633 shares; 2025Q3: not reported; 2025Q4: 4,633 shares 4,633 $262K 0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 667 shares; 2025Q1: 486 shares; 2025Q2: 370 shares; 2025Q3: 11,517 shares; 2025Q4: 3,196 shares 3,196 $262K 0.01% -8,321 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,700 shares 7,700 $262K 0.01% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 454 shares; 2025Q1: 212 shares; 2025Q2: 962 shares; 2025Q3: 125,978 shares; 2025Q4: 4,384 shares 4,384 $262K 0.01% -121,594 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 815 shares; 2025Q1: 219 shares; 2025Q2: 212 shares; 2025Q3: 5,302 shares; 2025Q4: 3,635 shares 3,635 $262K 0.01% -1,667 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 281 shares; 2025Q3: 2,967 shares; 2025Q4: 1,088 shares 1,088 $262K 0.01% -1,879 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 118 shares; 2025Q1: 177 shares; 2025Q2: 249 shares; 2025Q3: 106 shares; 2025Q4: 4,545 shares 4,545 $261K 0.01% +4,439 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 75 shares; 2025Q1: 170 shares; 2025Q2: 266 shares; 2025Q3: 2,432 shares; 2025Q4: 757 shares 757 $261K 0.01% -1,675 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 4,794 shares; 2025Q4: 3,416 shares 3,416 $260K 0.01% -1,378 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 2,741 shares 2,741 $260K 0.01% -126 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 487 shares; 2025Q1: 613 shares; 2025Q2: 609 shares; 2025Q3: 2,032 shares; 2025Q4: 1,855 shares 1,855 $259K 0.01% -177 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: 619 shares; 2024Q4: 2,559 shares; 2025Q1: 2,788 shares; 2025Q2: 7,087 shares; 2025Q3: 14,077 shares; 2025Q4: 8,983 shares 8,983 $259K 0.01% -5,094 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 901 shares; 2025Q1: 1,208 shares; 2025Q2: 3,062 shares; 2025Q3: 32,740 shares; 2025Q4: 4,421 shares 4,421 $259K 0.01% -28,319 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: 27,440 shares; 2025Q4: 10,824 shares 10,824 $259K 0.01% -16,616 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: 370 shares; 2024Q4: 776 shares; 2025Q1: 876 shares; 2025Q2: 778 shares; 2025Q3: not reported; 2025Q4: 2,190 shares 2,190 $258K 0.01% new Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 10,432 shares; 2025Q4: 6,035 shares 6,035 $257K 0.01% -4,397 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,474 shares; 2024Q4: 35,327 shares; 2025Q1: 29,144 shares; 2025Q2: 29,089 shares; 2025Q3: not reported; 2025Q4: 22,825 shares 22,825 $257K 0.01% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,325 shares 2,325 $256K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 1,785 shares; 2025Q1: 1,085 shares; 2025Q2: 1,419 shares; 2025Q3: 119,741 shares; 2025Q4: 6,465 shares 6,465 $256K 0.01% -113,276 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 493 shares; 2025Q1: 579 shares; 2025Q2: 134 shares; 2025Q3: 15,258 shares; 2025Q4: 4,170 shares 4,170 $256K 0.01% -11,088 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 95 shares; 2025Q2: 1,811 shares; 2025Q3: 64,070 shares; 2025Q4: 14,108 shares 14,108 $255K 0.01% -49,962 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 510 shares; 2025Q1: 575 shares; 2025Q2: 976 shares; 2025Q3: not reported; 2025Q4: 2,610 shares 2,610 $254K 0.01% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 22 shares; 2025Q2: 182 shares; 2025Q3: 5,952 shares; 2025Q4: 2,906 shares 2,906 $254K 0.01% -3,046 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: 1,173 shares; 2024Q4: 1,322 shares; 2025Q1: 920 shares; 2025Q2: 176 shares; 2025Q3: 38,622 shares; 2025Q4: 3,232 shares 3,232 $253K 0.01% -35,390 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: 3,926 shares; 2024Q4: 4,008 shares; 2025Q1: 4,122 shares; 2025Q2: 6,405 shares; 2025Q3: 6,482 shares; 2025Q4: 6,575 shares 6,575 $253K 0.01% +93 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 1,108 shares; 2025Q2: 1,125 shares; 2025Q3: 4,128 shares; 2025Q4: 2,787 shares 2,787 $253K 0.01% -1,341 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 4,782 shares; 2025Q4: 1,572 shares 1,572 $252K 0.01% -3,210 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 331 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 11,598 shares; 2025Q4: 3,379 shares 3,379 $251K 0.01% -8,219 Timeline KB KB FINL GROUP INC More: the full row for KB FINL 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: 322 shares; 2025Q3: 413 shares; 2025Q4: 2,920 shares 2,920 $251K 0.01% +2,507 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR 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: 700 shares; 2025Q3: 9,229 shares; 2025Q4: 10,421 shares 10,421 $251K 0.01% +1,192 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: not reported; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: not reported; 2025Q4: 1,895 shares 1,895 $251K 0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 782 shares; 2025Q1: 321 shares; 2025Q2: 166 shares; 2025Q3: 10,790 shares; 2025Q4: 2,825 shares 2,825 $250K 0.01% -7,965 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: 4,637 shares; 2025Q3: 1,691 shares; 2025Q4: 15,493 shares 15,493 $249K 0.01% +13,802 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 431 shares; 2025Q1: 1,590 shares; 2025Q2: 1,151 shares; 2025Q3: 4,304 shares; 2025Q4: 2,433 shares 2,433 $249K 0.01% -1,871 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 747 shares; 2025Q1: 560 shares; 2025Q2: 660 shares; 2025Q3: 10,820 shares; 2025Q4: 6,108 shares 6,108 $247K 0.01% -4,712 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: 473 shares; 2024Q4: 473 shares; 2025Q1: 279 shares; 2025Q2: 132 shares; 2025Q3: 16,567 shares; 2025Q4: 3,605 shares 3,605 $246K 0.01% -12,962 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: 948 shares; 2024Q4: 1,181 shares; 2025Q1: 623 shares; 2025Q2: 1,571 shares; 2025Q3: 234,797 shares; 2025Q4: 8,390 shares 8,390 $245K 0.01% -226,407 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: 1,272 shares; 2024Q4: 1,312 shares; 2025Q1: 437 shares; 2025Q2: 698 shares; 2025Q3: not reported; 2025Q4: 1,723 shares 1,723 $245K 0.01% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 255 shares; 2025Q3: 1,039,294 shares; 2025Q4: 1,708 shares 1,708 $245K 0.01% -1,037,586 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: 322 shares; 2024Q4: 521 shares; 2025Q1: 414 shares; 2025Q2: 348 shares; 2025Q3: 3,584 shares; 2025Q4: 3,293 shares 3,293 $245K 0.01% -291 Timeline EINC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,536 shares 2,536 $244K 0.01% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,904 shares; 2025Q1: 2,227 shares; 2025Q2: 2,220 shares; 2025Q3: 35,020 shares; 2025Q4: 3,208 shares 3,208 $244K 0.01% -31,812 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,475 shares 2,475 $244K 0.01% new 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: 1,137 shares; 2024Q4: 1,429 shares; 2025Q1: 791 shares; 2025Q2: 846 shares; 2025Q3: 33,764 shares; 2025Q4: 4,059 shares 4,059 $244K 0.01% -29,705 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 91 shares; 2025Q1: 325 shares; 2025Q2: 84,199 shares; 2025Q3: 7,732 shares; 2025Q4: 1,339 shares 1,339 $244K 0.01% -6,393 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,082 shares; 2025Q1: 760 shares; 2025Q2: 554 shares; 2025Q3: not reported; 2025Q4: 3,741 shares 3,741 $244K 0.01% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 313 shares; 2025Q1: 246 shares; 2025Q2: 457 shares; 2025Q3: 23,567 shares; 2025Q4: 11,014 shares 11,014 $243K 0.01% -12,553 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: 12 shares; 2024Q4: 372 shares; 2025Q1: 349 shares; 2025Q2: 284 shares; 2025Q3: 3,687 shares; 2025Q4: 4,016 shares 4,016 $242K 0.01% +329 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 263 shares; 2025Q2: 278 shares; 2025Q3: 28,246 shares; 2025Q4: 10,231 shares 10,231 $242K 0.01% -18,015 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,096 shares; 2025Q1: 845 shares; 2025Q2: 862 shares; 2025Q3: 15,441 shares; 2025Q4: 1,133 shares 1,133 $242K 0.01% -14,308 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 106 shares; 2025Q1: 39 shares; 2025Q2: 23 shares; 2025Q3: 20,764 shares; 2025Q4: 1,545 shares 1,545 $241K 0.01% -19,219 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,131 shares; 2025Q4: 59,028 shares 59,028 $240K 0.01% -106,103 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 154 shares; 2025Q1: 145 shares; 2025Q2: 372 shares; 2025Q3: 60,309 shares; 2025Q4: 1,886 shares 1,886 $239K 0.01% -58,423 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 382 shares; 2025Q1: 367 shares; 2025Q2: 352 shares; 2025Q3: 2,856 shares; 2025Q4: 347 shares 347 $239K 0.01% -2,509 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,770 shares; 2025Q1: 4,601 shares; 2025Q2: 2,478 shares; 2025Q3: not reported; 2025Q4: 2,105 shares 2,105 $238K 0.01% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,078 shares; 2025Q2: 8,088 shares; 2025Q3: 5,636 shares; 2025Q4: 5,919 shares 5,919 $238K 0.01% +283 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: 1,268 shares; 2024Q4: 1,319 shares; 2025Q1: 517 shares; 2025Q2: 912 shares; 2025Q3: 296,310 shares; 2025Q4: 5,214 shares 5,214 $238K 0.01% -291,096 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,227 shares; 2025Q3: 21,652 shares; 2025Q4: 22,826 shares 22,826 $238K 0.01% +1,174 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,151 shares; 2025Q1: 5,664 shares; 2025Q2: 4,955 shares; 2025Q3: not reported; 2025Q4: 4,955 shares 4,955 $238K 0.01% new Timeline IGF 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: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 3,858 shares 3,858 $237K 0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,184 shares; 2025Q1: 885 shares; 2025Q2: 1,582 shares; 2025Q3: 77,992 shares; 2025Q4: 3,142 shares 3,142 $237K 0.01% -74,850 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 959 shares; 2025Q1: 12,033 shares; 2025Q2: 2,570 shares; 2025Q3: 263,904 shares; 2025Q4: 8,958 shares 8,958 $236K 0.01% -254,946 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,713 shares; 2025Q1: 2,828 shares; 2025Q2: 2,726 shares; 2025Q3: 4,583 shares; 2025Q4: 2,790 shares 2,790 $235K 0.01% -1,793 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,636 shares; 2025Q3: 9,211 shares; 2025Q4: 10,678 shares 10,678 $235K 0.01% +1,467 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: 1,674 shares; 2024Q4: 5,046 shares; 2025Q1: 4,873 shares; 2025Q2: 3,805 shares; 2025Q3: 33,373 shares; 2025Q4: 4,018 shares 4,018 $235K 0.01% -29,355 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 880 shares; 2025Q1: 684 shares; 2025Q2: 1,630 shares; 2025Q3: 217,102 shares; 2025Q4: 9,161 shares 9,161 $235K 0.01% -207,941 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 70 shares; 2025Q3: 8,892 shares; 2025Q4: 7,960 shares 7,960 $234K 0.01% -932 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 3,482 shares; 2025Q1: 3,563 shares; 2025Q2: 3,809 shares; 2025Q3: 4,702 shares; 2025Q4: 3,223 shares 3,223 $234K 0.01% -1,479 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 110 shares; 2025Q2: 584 shares; 2025Q3: not reported; 2025Q4: 3,175 shares 3,175 $234K 0.01% new 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: 39 shares; 2025Q2: 32 shares; 2025Q3: 2,853 shares; 2025Q4: 1,978 shares 1,978 $232K 0.01% -875 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: 3,102 shares; 2024Q4: 6,612 shares; 2025Q1: 4,890 shares; 2025Q2: 4,458 shares; 2025Q3: 21,486 shares; 2025Q4: 5,638 shares 5,638 $232K 0.01% -15,848 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 47 shares; 2025Q2: 1,636 shares; 2025Q3: not reported; 2025Q4: 2,261 shares 2,261 $232K 0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 4 shares; 2025Q1: 696 shares; 2025Q2: 736 shares; 2025Q3: 2,976 shares; 2025Q4: 755 shares 755 $231K 0.01% -2,221 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: 30 shares; 2024Q4: 433 shares; 2025Q1: 401 shares; 2025Q2: 1,773 shares; 2025Q3: not reported; 2025Q4: 1,773 shares 1,773 $231K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,267 shares; 2025Q1: 4,636 shares; 2025Q2: 3,862 shares; 2025Q3: 49,524 shares; 2025Q4: 2,761 shares 2,761 $230K 0.01% -46,763 Timeline GSEW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,907 shares; 2025Q4: 2,700 shares 2,700 $230K 0.01% -2,207 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 436 shares; 2025Q1: 2,256 shares; 2025Q2: 1,254 shares; 2025Q3: 15,028 shares; 2025Q4: 5,127 shares 5,127 $229K 0.01% -9,901 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: 14,593 shares; 2024Q4: 9,153 shares; 2025Q1: 11,621 shares; 2025Q2: 11,393 shares; 2025Q3: 19,752 shares; 2025Q4: 13,679 shares 13,679 $229K 0.01% -6,073 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 3,102 shares; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 69,708 shares; 2025Q4: 20,721 shares 20,721 $228K 0.01% -48,987 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares 1,300 $226K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 8,352 shares; 2025Q1: 8,907 shares; 2025Q2: 10,359 shares; 2025Q3: 12,021 shares; 2025Q4: 11,470 shares 11,470 $226K 0.01% -551 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,471 shares; 2025Q1: 4,307 shares; 2025Q2: 7,824 shares; 2025Q3: 12,071 shares; 2025Q4: 8,327 shares 8,327 $226K 0.01% -3,744 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,232 shares; 2025Q3: not reported; 2025Q4: 5,052 shares 5,052 $225K 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: 163 shares; 2025Q1: 386,040 shares; 2025Q2: 4,354 shares; 2025Q3: 8,022 shares; 2025Q4: 4,478 shares 4,478 $225K 0.01% -3,544 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 90 shares; 2025Q1: 214 shares; 2025Q2: 184 shares; 2025Q3: 10,810 shares; 2025Q4: 1,591 shares 1,591 $225K 0.01% -9,219 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 115 shares; 2025Q2: 137 shares; 2025Q3: 2,070 shares; 2025Q4: 742 shares 742 $225K 0.01% -1,328 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 8,668 shares; 2025Q1: 1,735 shares; 2025Q2: 2,119 shares; 2025Q3: 58,972 shares; 2025Q4: 29,798 shares 29,798 $225K 0.01% -29,174 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: 21 shares; 2024Q4: 30 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 34,763 shares; 2025Q4: 2,349 shares 2,349 $224K 0.01% -32,414 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F 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: 25,011 shares; 2025Q3: 25,011 shares; 2025Q4: 25,011 shares 25,011 $224K 0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS 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: 1,563 shares; 2025Q2: 2,776 shares; 2025Q3: not reported; 2025Q4: 3,394 shares 3,394 $224K 0.01% new 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: 428 shares; 2024Q4: 157 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 251 shares; 2025Q4: 104 shares 104 $224K 0.01% -147 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 6,548 shares 6,548 $223K 0.01% 0 Timeline EWN 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: 3,901 shares; 2024Q4: 3,901 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,901 shares 3,901 $222K 0.01% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 5,585 shares; 2025Q1: 2,684 shares; 2025Q2: 1,545 shares; 2025Q3: not reported; 2025Q4: 8,523 shares 8,523 $222K 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: 509 shares; 2024Q4: 614 shares; 2025Q1: 343 shares; 2025Q2: 129 shares; 2025Q3: 4,945 shares; 2025Q4: 1,324 shares 1,324 $222K 0.01% -3,621 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN 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: 15,160 shares; 2025Q4: 14,922 shares 14,922 $222K 0.01% -238 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 229 shares; 2025Q2: 283 shares; 2025Q3: 32,282 shares; 2025Q4: 925 shares 925 $222K 0.01% -31,357 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,391 shares; 2025Q4: 24,391 shares 24,391 $221K 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 4,042 shares; 2025Q3: 46,029 shares; 2025Q4: 30,170 shares 30,170 $221K 0.01% -15,859 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: not reported; 2025Q1: 324 shares; 2025Q2: 330 shares; 2025Q3: 3,227 shares; 2025Q4: 4,129 shares 4,129 $220K 0.01% +902 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO 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: 729 shares; 2025Q3: 1,027 shares; 2025Q4: 5,254 shares 5,254 $219K 0.01% +4,227 Timeline