MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,566 shares; 2024Q4: 16,998 shares; 2025Q1: 19,125 shares; 2025Q2: 1,471 shares; 2025Q3: 2,454 shares; 2025Q4: 2,403 shares 2,403 $484K 0.02% -51 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 756 shares; 2025Q3: 1,655 shares; 2025Q4: 1,595 shares 1,595 $482K 0.02% -60 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: 2,472 shares; 2025Q3: 5,563 shares; 2025Q4: 4,901 shares 4,901 $479K 0.02% -662 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: 5,024 shares; 2024Q4: 5,092 shares; 2025Q1: 7,516 shares; 2025Q2: 7,440 shares; 2025Q3: 9,864 shares; 2025Q4: 11,590 shares 11,590 $478K 0.02% +1,726 Timeline CERY 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: 13,329 shares; 2025Q1: 27,380 shares; 2025Q2: 15,460 shares; 2025Q3: 25,541 shares; 2025Q4: 16,730 shares 16,730 $478K 0.02% -8,811 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND 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: 19,243 shares; 2025Q3: 21,240 shares; 2025Q4: 22,554 shares 22,554 $475K 0.02% +1,314 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,883 shares 3,883 $473K 0.02% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,433 shares; 2025Q2: 17,762 shares; 2025Q3: 15,770 shares; 2025Q4: 12,844 shares 12,844 $473K 0.02% -2,926 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS 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: 5,116 shares; 2025Q3: 4,937 shares; 2025Q4: 6,506 shares 6,506 $470K 0.02% +1,569 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,444 shares 50,444 $470K 0.02% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,915 shares 1,915 $462K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 598 shares; 2025Q3: 743 shares; 2025Q4: 796 shares 796 $457K 0.02% +53 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: not reported; 2024Q4: not reported; 2025Q1: 8,241 shares; 2025Q2: 8,241 shares; 2025Q3: 9,533 shares; 2025Q4: 9,533 shares 9,533 $455K 0.02% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,905 shares; 2024Q4: 7,874 shares; 2025Q1: not reported; 2025Q2: 6,729 shares; 2025Q3: 13,803 shares; 2025Q4: 13,635 shares 13,635 $455K 0.02% -168 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: 8,744 shares; 2025Q2: 9,564 shares; 2025Q3: 11,223 shares; 2025Q4: 12,499 shares 12,499 $453K 0.02% +1,276 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 24,462 shares; 2025Q2: 110,578 shares; 2025Q3: 117,479 shares; 2025Q4: 9,132 shares 9,132 $452K 0.02% -108,347 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: 4,246 shares; 2025Q2: 5,383 shares; 2025Q3: 4,924 shares; 2025Q4: 4,790 shares 4,790 $451K 0.02% -134 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: not reported; 2025Q1: 25,016 shares; 2025Q2: 22,897 shares; 2025Q3: 20,139 shares; 2025Q4: 15,966 shares 15,966 $449K 0.02% -4,173 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,523 shares; 2025Q2: 2,765 shares; 2025Q3: 3,973 shares; 2025Q4: 3,300 shares 3,300 $448K 0.02% -673 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,869 shares; 2025Q2: 9,157 shares; 2025Q3: 6,591 shares; 2025Q4: 6,079 shares 6,079 $447K 0.02% -512 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,913 shares; 2024Q4: 15,787 shares; 2025Q1: 11,690 shares; 2025Q2: 14,175 shares; 2025Q3: 16,555 shares; 2025Q4: 9,981 shares 9,981 $436K 0.01% -6,574 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: not reported; 2025Q1: 291 shares; 2025Q2: 294 shares; 2025Q3: 300 shares; 2025Q4: 311 shares 311 $434K 0.01% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,589 shares; 2025Q4: 3,357 shares 3,357 $433K 0.01% +768 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,121 shares; 2024Q4: 18,228 shares; 2025Q1: 5,331 shares; 2025Q2: 4,778 shares; 2025Q3: 1,881 shares; 2025Q4: 2,118 shares 2,118 $433K 0.01% +237 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,264 shares; 2025Q3: 2,149 shares; 2025Q4: 2,194 shares 2,194 $433K 0.01% +45 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: 6,884 shares; 2024Q4: 5,970 shares; 2025Q1: 4,774 shares; 2025Q2: 3,346 shares; 2025Q3: 3,202 shares; 2025Q4: 3,398 shares 3,398 $428K 0.01% +196 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: not reported; 2024Q4: not reported; 2025Q1: 11,615 shares; 2025Q2: 11,450 shares; 2025Q3: 8,450 shares; 2025Q4: 8,063 shares 8,063 $426K 0.01% -387 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,801 shares; 2025Q2: 8,858 shares; 2025Q3: 9,481 shares; 2025Q4: 8,842 shares 8,842 $423K 0.01% -639 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: not reported; 2025Q1: 3,357 shares; 2025Q2: not reported; 2025Q3: 6,012 shares; 2025Q4: 5,905 shares 5,905 $419K 0.01% -107 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,145 shares; 2025Q4: 24,202 shares 24,202 $419K 0.01% +9,057 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,783 shares; 2024Q4: 51,792 shares; 2025Q1: 55,141 shares; 2025Q2: 55,628 shares; 2025Q3: 40,336 shares; 2025Q4: 10,633 shares 10,633 $419K 0.01% -29,703 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,155 shares; 2024Q4: 20,314 shares; 2025Q1: 26,532 shares; 2025Q2: 15,670 shares; 2025Q3: 9,417 shares; 2025Q4: 8,230 shares 8,230 $419K 0.01% -1,187 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: 4,073 shares; 2024Q4: 3,374 shares; 2025Q1: 4,646 shares; 2025Q2: 4,311 shares; 2025Q3: 4,147 shares; 2025Q4: 3,225 shares 3,225 $415K 0.01% -922 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: not reported; 2024Q4: not reported; 2025Q1: 9,187 shares; 2025Q2: 9,187 shares; 2025Q3: 9,187 shares; 2025Q4: 9,187 shares 9,187 $413K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,988 shares; 2024Q4: 6,419 shares; 2025Q1: 3,968 shares; 2025Q2: 3,988 shares; 2025Q3: not reported; 2025Q4: 1,428 shares 1,428 $413K 0.01% new Timeline JPIE 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: not reported; 2025Q2: not reported; 2025Q3: 9,110 shares; 2025Q4: 8,906 shares 8,906 $412K 0.01% -204 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,378 shares; 2025Q3: 1,307 shares; 2025Q4: 1,306 shares 1,306 $411K 0.01% -1 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,974 shares; 2025Q3: 2,071 shares; 2025Q4: 2,420 shares 2,420 $410K 0.01% +349 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 8,284 shares; 2025Q1: 12,509 shares; 2025Q2: 10,359 shares; 2025Q3: 8,674 shares; 2025Q4: 8,961 shares 8,961 $408K 0.01% +287 Timeline FDMO 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: 4,727 shares; 2025Q2: 4,826 shares; 2025Q3: 4,783 shares; 2025Q4: 4,857 shares 4,857 $408K 0.01% +74 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,748 shares; 2025Q4: 8,847 shares 8,847 $406K 0.01% +99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,773 shares; 2025Q4: 2,225 shares 2,225 $405K 0.01% +452 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,012 shares; 2025Q2: 1,954 shares; 2025Q3: 1,240 shares; 2025Q4: 1,242 shares 1,242 $401K 0.01% +2 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,090 shares; 2025Q4: 8,165 shares 8,165 $400K 0.01% +1,075 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 2,276 shares; 2025Q3: 2,499 shares; 2025Q4: 1,641 shares 1,641 $399K 0.01% -858 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO 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: 11,367 shares; 2025Q2: 8,626 shares; 2025Q3: 6,481 shares; 2025Q4: 7,262 shares 7,262 $385K 0.01% +781 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,112 shares 22,112 $381K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,157 shares 23,157 $380K 0.01% new Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,063 shares; 2025Q2: 5,183 shares; 2025Q3: 5,230 shares; 2025Q4: 5,247 shares 5,247 $379K 0.01% +17 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: 2,441 shares; 2024Q4: 2,385 shares; 2025Q1: 2,370 shares; 2025Q2: 2,084 shares; 2025Q3: 2,270 shares; 2025Q4: 2,122 shares 2,122 $379K 0.01% -148 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,942 shares; 2024Q4: 8,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,392 shares; 2025Q4: 4,235 shares 4,235 $378K 0.01% -1,157 Timeline GNMA 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: 8,812 shares; 2025Q2: 8,416 shares; 2025Q3: 8,293 shares; 2025Q4: 8,465 shares 8,465 $377K 0.01% +172 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: 304 shares; 2024Q4: 351 shares; 2025Q1: 449 shares; 2025Q2: 512 shares; 2025Q3: 447 shares; 2025Q4: 369 shares 369 $372K 0.01% -78 Timeline DFAS 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: 5,476 shares; 2024Q4: 5,476 shares; 2025Q1: 5,477 shares; 2025Q2: 5,477 shares; 2025Q3: 5,345 shares; 2025Q4: 5,345 shares 5,345 $372K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,292 shares; 2025Q3: 1,786 shares; 2025Q4: 2,034 shares 2,034 $371K 0.01% +248 Timeline ILF 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: 16,340 shares; 2025Q3: 13,951 shares; 2025Q4: 12,164 shares 12,164 $370K 0.01% -1,787 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,187 shares; 2024Q4: 17,862 shares; 2025Q1: 19,891 shares; 2025Q2: 20,593 shares; 2025Q3: 21,744 shares; 2025Q4: 21,151 shares 21,151 $370K 0.01% -593 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,610 shares; 2025Q3: 20,157 shares; 2025Q4: 23,030 shares 23,030 $370K 0.01% +2,873 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,199 shares; 2025Q1: 9,666 shares; 2025Q2: 9,444 shares; 2025Q3: 8,233 shares; 2025Q4: 7,368 shares 7,368 $370K 0.01% -865 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,002 shares; 2025Q4: 4,583 shares 4,583 $368K 0.01% +581 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: 44,047 shares; 2024Q4: 45,111 shares; 2025Q1: 51,985 shares; 2025Q2: 35,589 shares; 2025Q3: 31,952 shares; 2025Q4: 16,447 shares 16,447 $366K 0.01% -15,505 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: not reported; 2024Q4: not reported; 2025Q1: 3,477 shares; 2025Q2: 3,363 shares; 2025Q3: 1,083 shares; 2025Q4: 799 shares 799 $363K 0.01% -284 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,536 shares; 2025Q4: 8,206 shares 8,206 $360K 0.01% -330 Timeline SPBO 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: 9,409 shares; 2024Q4: 11,768 shares; 2025Q1: 17,171 shares; 2025Q2: 12,219 shares; 2025Q3: 12,677 shares; 2025Q4: 12,202 shares 12,202 $358K 0.01% -475 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: not reported; 2024Q4: not reported; 2025Q1: 10,683 shares; 2025Q2: 12,484 shares; 2025Q3: 10,240 shares; 2025Q4: 12,707 shares 12,707 $356K 0.01% +2,467 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: not reported; 2024Q4: not reported; 2025Q1: 9,866 shares; 2025Q2: 10,399 shares; 2025Q3: 8,185 shares; 2025Q4: 6,978 shares 6,978 $354K 0.01% -1,207 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,720 shares; 2024Q4: 21,313 shares; 2025Q1: 16,431 shares; 2025Q2: 15,377 shares; 2025Q3: 16,402 shares; 2025Q4: 15,732 shares 15,732 $353K 0.01% -670 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,061 shares; 2025Q3: 2,762 shares; 2025Q4: 3,541 shares 3,541 $350K 0.01% +779 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: 3,077 shares; 2024Q4: 2,726 shares; 2025Q1: 2,921 shares; 2025Q2: 2,829 shares; 2025Q3: 2,633 shares; 2025Q4: 2,555 shares 2,555 $349K 0.01% -78 Timeline BBMC 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: 3,041 shares; 2024Q4: 4,850 shares; 2025Q1: 3,191 shares; 2025Q2: 2,807 shares; 2025Q3: 3,171 shares; 2025Q4: 3,260 shares 3,260 $348K 0.01% +89 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,624 shares 2,624 $347K 0.01% new Timeline PODD INSULET CORP More: the full row for INSULET 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: 646 shares; 2025Q3: 997 shares; 2025Q4: 1,216 shares 1,216 $346K 0.01% +219 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,023 shares 5,023 $345K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,130 shares; 2025Q2: 4,532 shares; 2025Q3: 5,141 shares; 2025Q4: 6,085 shares 6,085 $343K 0.01% +944 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,095 shares; 2024Q4: 9,654 shares; 2025Q1: 307,914 shares; 2025Q2: 27,727 shares; 2025Q3: 11,471 shares; 2025Q4: 8,180 shares 8,180 $338K 0.01% -3,291 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 766 shares; 2025Q2: 804 shares; 2025Q3: 802 shares; 2025Q4: 689 shares 689 $338K 0.01% -113 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: 31,733 shares; 2024Q4: 20,978 shares; 2025Q1: 23,311 shares; 2025Q2: 6,305 shares; 2025Q3: 3,742 shares; 2025Q4: 5,225 shares 5,225 $335K 0.01% +1,483 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,128 shares; 2025Q1: 3,060 shares; 2025Q2: 2,778 shares; 2025Q3: 3,266 shares; 2025Q4: 3,029 shares 3,029 $332K 0.01% -237 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 294 shares; 2025Q3: 356 shares; 2025Q4: 408 shares 408 $330K 0.01% +52 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: 2,580 shares; 2024Q4: 4,544 shares; 2025Q1: 6,518 shares; 2025Q2: 8,643 shares; 2025Q3: 8,000 shares; 2025Q4: 5,601 shares 5,601 $327K 0.01% -2,399 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: 2,819 shares; 2024Q4: 3,016 shares; 2025Q1: 2,330 shares; 2025Q2: 2,218 shares; 2025Q3: 2,366 shares; 2025Q4: 2,736 shares 2,736 $327K 0.01% +370 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 6,102 shares; 2025Q1: 3,283 shares; 2025Q2: 6,765 shares; 2025Q3: 4,129 shares; 2025Q4: 4,897 shares 4,897 $325K 0.01% +768 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,643 shares 2,643 $325K 0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 6,450 shares; 2025Q1: 6,874 shares; 2025Q2: 6,865 shares; 2025Q3: 6,833 shares; 2025Q4: 6,812 shares 6,812 $325K 0.01% -21 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 9,143 shares; 2025Q1: 2,040 shares; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,135 shares 1,135 $324K 0.01% -11 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 4,019 shares; 2025Q1: 2,404 shares; 2025Q2: 2,393 shares; 2025Q3: 2,336 shares; 2025Q4: 3,060 shares 3,060 $322K 0.01% +724 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 9,010 shares 9,010 $319K 0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,172 shares; 2025Q3: 7,031 shares; 2025Q4: 8,239 shares 8,239 $318K 0.01% +1,208 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: not reported; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 746 shares; 2025Q3: 624 shares; 2025Q4: 795 shares 795 $316K 0.01% +171 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,281 shares; 2025Q3: 3,966 shares; 2025Q4: 3,865 shares 3,865 $313K 0.01% -101 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: 41,242 shares; 2024Q4: 15,337 shares; 2025Q1: 21,169 shares; 2025Q2: 54,898 shares; 2025Q3: not reported; 2025Q4: 12,162 shares 12,162 $313K 0.01% new 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: 2,209 shares; 2024Q4: 2,533 shares; 2025Q1: 3,401 shares; 2025Q2: 2,581 shares; 2025Q3: 1,936 shares; 2025Q4: 2,299 shares 2,299 $313K 0.01% +363 Timeline EMHC 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: 8,472 shares; 2024Q4: 8,634 shares; 2025Q1: 13,333 shares; 2025Q2: 13,134 shares; 2025Q3: 12,724 shares; 2025Q4: 12,278 shares 12,278 $313K 0.01% -446 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,349 shares; 2025Q4: 13,966 shares 13,966 $312K 0.01% +2,617 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,563 shares; 2025Q1: not reported; 2025Q2: 8,286 shares; 2025Q3: 4,190 shares; 2025Q4: 4,143 shares 4,143 $311K 0.01% -47 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,504 shares; 2025Q2: 2,495 shares; 2025Q3: 3,760 shares; 2025Q4: 3,560 shares 3,560 $311K 0.01% -200 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,437 shares; 2025Q2: 2,476 shares; 2025Q3: 2,228 shares; 2025Q4: 2,288 shares 2,288 $311K 0.01% +60 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,664 shares; 2025Q2: 2,756 shares; 2025Q3: 2,377 shares; 2025Q4: 2,394 shares 2,394 $311K 0.01% +17 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,032 shares; 2025Q4: 4,221 shares 4,221 $310K 0.01% +189 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,104 shares; 2025Q4: 3,142 shares 3,142 $310K 0.01% +38 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: not reported; 2025Q1: 12,605 shares; 2025Q2: 11,749 shares; 2025Q3: 10,428 shares; 2025Q4: 10,582 shares 10,582 $309K 0.01% +154 Timeline FQAL 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: 3,870 shares; 2025Q2: 3,963 shares; 2025Q3: 3,994 shares; 2025Q4: 4,079 shares 4,079 $308K 0.01% +85 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: 4,765 shares; 2024Q4: 4,963 shares; 2025Q1: 4,839 shares; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 4,270 shares 4,270 $308K 0.01% +1,673 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,690 shares; 2025Q2: 3,674 shares; 2025Q3: 4,172 shares; 2025Q4: 4,599 shares 4,599 $307K 0.01% +427 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: not reported; 2024Q4: not reported; 2025Q1: 6,555 shares; 2025Q2: 6,555 shares; 2025Q3: 6,555 shares; 2025Q4: 6,555 shares 6,555 $306K 0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,643 shares; 2025Q4: 8,787 shares 8,787 $304K 0.01% +144 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,407 shares; 2025Q4: 8,468 shares 8,468 $302K 0.01% +61 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: 938 shares; 2024Q4: 761 shares; 2025Q1: 5,099 shares; 2025Q2: not reported; 2025Q3: 593 shares; 2025Q4: 590 shares 590 $301K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 3,688 shares; 2025Q3: 3,684 shares; 2025Q4: 3,781 shares 3,781 $300K 0.01% +97 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,343 shares 1,343 $300K 0.01% -180 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: 3,719 shares; 2025Q3: 3,661 shares; 2025Q4: 6,525 shares 6,525 $299K 0.01% +2,864 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 834 shares; 2025Q1: 933 shares; 2025Q2: 918 shares; 2025Q3: 1,021 shares; 2025Q4: 1,036 shares 1,036 $299K 0.01% +15 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: 13,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,378 shares 10,378 $299K 0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,115 shares; 2025Q3: 2,197 shares; 2025Q4: 2,315 shares 2,315 $299K 0.01% +118 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,804 shares; 2025Q2: 15,062 shares; 2025Q3: 2,669 shares; 2025Q4: 3,492 shares 3,492 $297K 0.01% +823 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: 639 shares; 2024Q4: 870 shares; 2025Q1: 1,978 shares; 2025Q2: 1,790 shares; 2025Q3: 1,500 shares; 2025Q4: 1,142 shares 1,142 $296K 0.01% -358 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: not reported; 2024Q4: not reported; 2025Q1: 5,509 shares; 2025Q2: 5,769 shares; 2025Q3: 7,527 shares; 2025Q4: 6,680 shares 6,680 $296K 0.01% -847 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: 54,089 shares; 2024Q4: 49,504 shares; 2025Q1: 59,130 shares; 2025Q2: 59,235 shares; 2025Q3: 55,819 shares; 2025Q4: 55,907 shares 55,907 $296K 0.01% +88 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 7,688 shares; 2025Q1: 11,962 shares; 2025Q2: 8,526 shares; 2025Q3: 6,433 shares; 2025Q4: 5,105 shares 5,105 $294K 0.01% -1,328 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,516 shares; 2025Q4: 3,352 shares 3,352 $294K 0.01% -164 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: 1,686 shares; 2024Q4: not reported; 2025Q1: 2,208 shares; 2025Q2: 2,151 shares; 2025Q3: 2,074 shares; 2025Q4: 2,075 shares 2,075 $293K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,657 shares; 2025Q3: 7,239 shares; 2025Q4: 4,339 shares 4,339 $291K 0.01% -2,900 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: 3,261 shares; 2025Q3: 3,401 shares; 2025Q4: 3,356 shares 3,356 $289K 0.01% -45 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,941 shares; 2025Q4: 6,753 shares 6,753 $288K 0.01% +3,812 Timeline FLOT 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: 5,777 shares; 2024Q4: 5,343 shares; 2025Q1: 96,711 shares; 2025Q2: 4,852 shares; 2025Q3: 5,388 shares; 2025Q4: 5,660 shares 5,660 $288K 0.01% +272 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,869 shares; 2025Q1: 2,951 shares; 2025Q2: 2,930 shares; 2025Q3: 3,252 shares; 2025Q4: 3,283 shares 3,283 $288K 0.01% +31 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,025 shares; 2025Q1: 2,984 shares; 2025Q2: 3,686 shares; 2025Q3: 1,407 shares; 2025Q4: 1,483 shares 1,483 $288K 0.01% +76 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,268 shares 1,268 $287K 0.01% +95 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,653 shares; 2025Q2: 6,427 shares; 2025Q3: 7,444 shares; 2025Q4: 7,472 shares 7,472 $286K 0.01% +28 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: not reported; 2025Q3: 911 shares; 2025Q4: 896 shares 896 $285K 0.01% -15 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,738 shares 3,738 $282K 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: not reported; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: 2,392 shares 2,392 $281K 0.01% +316 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,756 shares; 2025Q2: 5,086 shares; 2025Q3: 5,206 shares; 2025Q4: 4,625 shares 4,625 $279K 0.01% -581 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,875 shares 9,875 $279K 0.01% new Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL 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: 21,593 shares; 2025Q2: 37,695 shares; 2025Q3: 14,670 shares; 2025Q4: 13,958 shares 13,958 $279K 0.01% -712 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE 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: 3,047 shares 3,047 $276K 0.01% new Timeline DFAU 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: 6,571 shares; 2024Q4: 6,047 shares; 2025Q1: 6,047 shares; 2025Q2: 6,125 shares; 2025Q3: 5,873 shares; 2025Q4: 5,873 shares 5,873 $275K 0.01% 0 Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO 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: 5,662 shares 5,662 $274K 0.01% new 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: 15,205 shares; 2025Q2: 13,773 shares; 2025Q3: 13,090 shares; 2025Q4: 14,185 shares 14,185 $274K 0.01% +1,095 Timeline DFUS 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: 5,904 shares; 2024Q4: 5,204 shares; 2025Q1: 4,953 shares; 2025Q2: 3,912 shares; 2025Q3: 3,819 shares; 2025Q4: 3,647 shares 3,647 $270K 0.01% -172 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,462 shares; 2025Q4: 15,462 shares 15,462 $270K 0.01% 0 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,139 shares; 2025Q2: 22,701 shares; 2025Q3: 23,022 shares; 2025Q4: 22,638 shares 22,638 $268K 0.01% -384 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: not reported; 2024Q4: not reported; 2025Q1: 1,249 shares; 2025Q2: 1,526 shares; 2025Q3: 686 shares; 2025Q4: 776 shares 776 $267K 0.01% +90 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: not reported; 2024Q4: not reported; 2025Q1: 3,987 shares; 2025Q2: not reported; 2025Q3: 3,292 shares; 2025Q4: 3,340 shares 3,340 $267K 0.01% +48 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: not reported; 2025Q2: 3,556 shares; 2025Q3: 3,094 shares; 2025Q4: 2,948 shares 2,948 $267K 0.01% -146 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,234 shares; 2025Q2: 1,146 shares; 2025Q3: 1,035 shares; 2025Q4: 1,191 shares 1,191 $266K 0.01% +156 Timeline INFY INFOSYS LTD More: the full row for INFOSYS 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: 13,778 shares; 2025Q2: 15,276 shares; 2025Q3: 12,820 shares; 2025Q4: 14,912 shares 14,912 $266K 0.01% +2,092 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,582 shares; 2024Q4: 10,504 shares; 2025Q1: 14,172 shares; 2025Q2: 9,516 shares; 2025Q3: 8,601 shares; 2025Q4: 5,469 shares 5,469 $266K 0.01% -3,132 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,888 shares; 2025Q1: 2,716 shares; 2025Q2: 2,081 shares; 2025Q3: 1,569 shares; 2025Q4: 1,558 shares 1,558 $264K 0.01% -11 Timeline DGRO 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: 3,637 shares; 2024Q4: 3,837 shares; 2025Q1: 5,797 shares; 2025Q2: 4,016 shares; 2025Q3: 3,845 shares; 2025Q4: 3,800 shares 3,800 $264K 0.01% -45 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 3,825 shares; 2025Q1: 3,871 shares; 2025Q2: 3,853 shares; 2025Q3: 4,466 shares; 2025Q4: 5,094 shares 5,094 $263K 0.01% +628 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,635 shares; 2025Q3: 1,686 shares; 2025Q4: 1,678 shares 1,678 $263K 0.01% -8 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,437 shares 3,437 $262K 0.01% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,978 shares; 2025Q2: 4,729 shares; 2025Q3: 3,438 shares; 2025Q4: 3,523 shares 3,523 $260K 0.01% +85 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,199 shares; 2025Q3: 3,184 shares; 2025Q4: 3,028 shares 3,028 $258K 0.01% -156 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,152 shares; 2025Q2: 991 shares; 2025Q3: 962 shares; 2025Q4: 1,009 shares 1,009 $256K 0.01% +47 Timeline JPST 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: 6,692 shares; 2024Q4: 6,418 shares; 2025Q1: 4,116 shares; 2025Q2: 4,781 shares; 2025Q3: 4,857 shares; 2025Q4: 5,052 shares 5,052 $256K 0.01% +195 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,490 shares; 2025Q2: 6,352 shares; 2025Q3: 1,508 shares; 2025Q4: 1,451 shares 1,451 $254K 0.01% -57 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,142 shares; 2025Q2: 2,127 shares; 2025Q3: not reported; 2025Q4: 2,910 shares 2,910 $254K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 11,208 shares; 2025Q2: 11,530 shares; 2025Q3: 11,935 shares; 2025Q4: 9,207 shares 9,207 $253K 0.01% -2,728 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,741 shares 4,741 $253K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 6,649 shares; 2025Q1: 6,593 shares; 2025Q2: 6,593 shares; 2025Q3: 6,593 shares; 2025Q4: 6,586 shares 6,586 $253K 0.01% -7 Timeline BIL 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: 12,418 shares; 2024Q4: 22,551 shares; 2025Q1: 16,992 shares; 2025Q2: 6,095 shares; 2025Q3: 5,553 shares; 2025Q4: 2,751 shares 2,751 $251K 0.01% -2,802 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 3,279 shares 3,279 $251K 0.01% new Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 7,448 shares; 2025Q4: 10,742 shares 10,742 $250K 0.01% +3,294 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,531 shares; 2025Q4: 3,848 shares 3,848 $249K 0.01% +317 Timeline HEZU 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: 8,321 shares; 2025Q2: 6,764 shares; 2025Q3: 6,205 shares; 2025Q4: 5,675 shares 5,675 $248K 0.01% -530 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 4,141 shares; 2025Q1: 3,104 shares; 2025Q2: 2,387 shares; 2025Q3: 2,814 shares; 2025Q4: 2,803 shares 2,803 $248K 0.01% -11 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,145 shares 2,145 $246K 0.01% new 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: not reported; 2025Q2: 1,686 shares; 2025Q3: 1,285 shares; 2025Q4: 1,283 shares 1,283 $246K 0.01% -2 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 3,128 shares; 2025Q1: 5,804 shares; 2025Q2: 5,230 shares; 2025Q3: 3,534 shares; 2025Q4: 3,075 shares 3,075 $245K 0.01% -459 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,763 shares 3,763 $245K 0.01% new Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,302 shares; 2025Q4: 4,326 shares 4,326 $239K 0.01% +24 Timeline BCAX BICARA THERAPEUTICS INC More: the full row for BICARA THERAPEUTICS 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: 13,930 shares; 2025Q4: 14,151 shares 14,151 $238K 0.01% +221 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,336 shares 8,336 $238K 0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 4,506 shares; 2025Q1: 4,727 shares; 2025Q2: 1,402 shares; 2025Q3: 1,534 shares; 2025Q4: 1,738 shares 1,738 $237K 0.01% +204 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,367 shares 2,367 $236K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 387 shares; 2025Q1: 1,324 shares; 2025Q2: 1,319 shares; 2025Q3: 581 shares; 2025Q4: 302 shares 302 $233K 0.01% -279 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,841 shares 4,841 $233K 0.01% new Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR 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: 8,127 shares; 2025Q3: 6,965 shares; 2025Q4: 7,860 shares 7,860 $232K 0.01% +895 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,127 shares; 2025Q2: not reported; 2025Q3: 1,098 shares; 2025Q4: 1,101 shares 1,101 $230K 0.01% +3 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV 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: 19,973 shares 19,973 $229K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,501 shares; 2025Q4: 1,434 shares 1,434 $228K 0.01% -67 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: 15,792 shares; 2025Q2: 17,370 shares; 2025Q3: 13,074 shares; 2025Q4: 14,093 shares 14,093 $227K 0.01% +1,019 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,672 shares; 2025Q3: 1,342 shares; 2025Q4: 1,423 shares 1,423 $227K 0.01% +81 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,526 shares; 2025Q3: 1,625 shares; 2025Q4: 1,552 shares 1,552 $225K 0.01% -73 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: not reported; 2025Q1: 4,420 shares; 2025Q2: 4,321 shares; 2025Q3: 4,711 shares; 2025Q4: 2,518 shares 2,518 $224K 0.01% -2,193 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,630 shares; 2025Q4: 10,535 shares 10,535 $224K 0.01% +905 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,235 shares; 2025Q3: 14,292 shares; 2025Q4: 13,193 shares 13,193 $223K 0.01% -1,099 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 7,467 shares; 2025Q4: 7,678 shares 7,678 $221K 0.01% +211 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 19,063 shares; 2025Q1: 55,918 shares; 2025Q2: 21,150 shares; 2025Q3: 24,261 shares; 2025Q4: 4,653 shares 4,653 $220K 0.01% -19,608 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,249 shares 5,249 $220K 0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 8,624 shares; 2025Q1: 17,948 shares; 2025Q2: 14,799 shares; 2025Q3: 1,398 shares; 2025Q4: 1,323 shares 1,323 $220K 0.01% -75 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,783 shares; 2024Q4: not reported; 2025Q1: 7,617 shares; 2025Q2: 7,382 shares; 2025Q3: 7,382 shares; 2025Q4: 6,069 shares 6,069 $219K 0.01% -1,313 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,065 shares; 2024Q4: 38,975 shares; 2025Q1: 36,542 shares; 2025Q2: 34,194 shares; 2025Q3: 8,354 shares; 2025Q4: 4,656 shares 4,656 $219K 0.01% -3,698 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares 1,012 $217K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,622 shares; 2025Q4: 3,649 shares 3,649 $217K 0.01% +27 Timeline E ENI SPA More: the full row for ENI SPA 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: 5,717 shares 5,717 $217K 0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,742 shares; 2025Q4: 1,511 shares 1,511 $217K 0.01% -231 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: 23,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,611 shares; 2025Q3: 4,611 shares; 2025Q4: 4,607 shares 4,607 $217K 0.01% -4 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,882 shares 1,882 $216K 0.01% new Timeline KT KT CORP More: the full row for KT 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: 12,440 shares; 2025Q2: 11,745 shares; 2025Q3: 11,744 shares; 2025Q4: 11,339 shares 11,339 $215K 0.01% -405 Timeline JTEK 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,386 shares 2,386 $215K 0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,931 shares; 2024Q4: 9,298 shares; 2025Q1: 9,679 shares; 2025Q2: 8,382 shares; 2025Q3: 9,820 shares; 2025Q4: 8,379 shares 8,379 $212K 0.01% -1,441 Timeline JVAL 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: not reported; 2025Q2: 4,530 shares; 2025Q3: 4,307 shares; 2025Q4: 4,307 shares 4,307 $211K 0.01% 0 Timeline DFAI 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: 6,358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,503 shares; 2025Q4: 5,503 shares 5,503 $210K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 956 shares 956 $210K 0.01% new Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,825 shares 3,825 $209K 0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,698 shares; 2025Q3: 1,863 shares; 2025Q4: 1,463 shares 1,463 $208K 0.01% -400 Timeline ESMV 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: 12,287 shares; 2025Q3: 7,230 shares; 2025Q4: 7,230 shares 7,230 $208K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,534 shares; 2025Q2: 1,360 shares; 2025Q3: 1,119 shares; 2025Q4: 814 shares 814 $208K 0.01% -305 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 754 shares 754 $208K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 3,033 shares; 2025Q3: 3,033 shares; 2025Q4: 3,033 shares 3,033 $207K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 714 shares 714 $207K 0.01% new Timeline NYAX NAYAX LTD More: the full row for NAYAX 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: 4,368 shares; 2025Q3: not reported; 2025Q4: 4,069 shares 4,069 $206K 0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares 1,457 $206K 0.01% 0 Timeline JMOM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,017 shares 3,017 $206K 0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 545 shares; 2025Q2: 578 shares; 2025Q3: 605 shares; 2025Q4: 556 shares 556 $205K 0.01% -49 Timeline LKFT LAKEFRONT BIOTHERAPEUTICS NV More: the full row for LAKEFRONT BIOTHERAPEUTICS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,313 shares; 2025Q4: 6,237 shares 6,237 $204K 0.01% -76 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 4,406 shares 4,406 $203K 0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 749 shares 749 $202K 0.01% -2 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,804 shares; 2024Q4: 16,141 shares; 2025Q1: 11,483 shares; 2025Q2: 12,940 shares; 2025Q3: 6,234 shares; 2025Q4: 5,941 shares 5,941 $201K 0.01% -293 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,088 shares 2,088 $200K 0.01% new Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,149 shares 3,149 $200K 0.01% new 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: 10,068 shares; 2025Q2: 10,417 shares; 2025Q3: 10,675 shares; 2025Q4: 10,596 shares 10,596 $168K 0.01% -79 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,722 shares; 2024Q4: 13,454 shares; 2025Q1: 15,846 shares; 2025Q2: 15,492 shares; 2025Q3: 18,026 shares; 2025Q4: 14,014 shares 14,014 $166K 0.01% -4,012 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,063 shares 14,063 $163K 0.01% new Timeline GRND GRINDR INC More: the full row for GRINDR 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: 14,633 shares; 2025Q2: 20,791 shares; 2025Q3: 12,782 shares; 2025Q4: 11,808 shares 11,808 $160K 0.01% -974 Timeline DOLE DOLE PLC More: the full row for DOLE 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: 10,403 shares 10,403 $156K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,646 shares; 2025Q3: 17,597 shares; 2025Q4: 16,321 shares 16,321 $153K 0.01% -1,276 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA 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: 40,973 shares; 2025Q3: 27,280 shares; 2025Q4: 28,017 shares 28,017 $149K 0.01% +737 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,722 shares; 2025Q2: 22,122 shares; 2025Q3: 13,729 shares; 2025Q4: 15,471 shares 15,471 $149K 0.01% +1,742 Timeline WB WEIBO CORP More: the full row for WEIBO 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: 14,442 shares 14,442 $148K 0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,839 shares; 2024Q4: 16,314 shares; 2025Q1: 16,132 shares; 2025Q2: 15,395 shares; 2025Q3: 10,467 shares; 2025Q4: 11,158 shares 11,158 $147K 0.01% +691 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED 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: 22,719 shares; 2025Q3: 19,553 shares; 2025Q4: 18,941 shares 18,941 $141K <0.01% -612 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: 27,516 shares; 2025Q2: 21,735 shares; 2025Q3: 18,557 shares; 2025Q4: 18,699 shares 18,699 $137K <0.01% +142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,058 shares 11,058 $136K <0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 18,153 shares; 2025Q3: 14,046 shares; 2025Q4: 14,372 shares 14,372 $113K <0.01% +326 Timeline BBDO BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,039 shares 39,039 $112K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO 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: 49,204 shares; 2025Q2: 46,173 shares; 2025Q3: 38,843 shares; 2025Q4: 37,067 shares 37,067 $105K <0.01% -1,776 Timeline BULL WEBULL CORP More: the full row for WEBULL 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: 13,216 shares 13,216 $103K <0.01% new Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,229 shares; 2024Q4: 12,229 shares; 2025Q1: 19,418 shares; 2025Q2: 18,160 shares; 2025Q3: 16,974 shares; 2025Q4: 17,213 shares 17,213 $94.2K <0.01% +239 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL 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: 10,404 shares 10,404 $93.9K <0.01% new Timeline VNET VNET GROUP INC More: the full row for VNET 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: 11,969 shares; 2025Q2: not reported; 2025Q3: 13,873 shares; 2025Q4: 11,005 shares 11,005 $93.1K <0.01% -2,868 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR 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: 11,491 shares; 2025Q4: 10,049 shares 10,049 $83.8K <0.01% -1,442 ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,363 shares 10,363 $74.2K <0.01% new Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP 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: 12,892 shares; 2025Q2: 20,926 shares; 2025Q3: 21,248 shares; 2025Q4: 12,558 shares 12,558 $72.1K <0.01% -8,690 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,627 shares; 2024Q4: 25,866 shares; 2025Q1: 29,977 shares; 2025Q2: 28,973 shares; 2025Q3: 27,380 shares; 2025Q4: 13,484 shares 13,484 $70.5K <0.01% -13,896 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,536 shares; 2025Q2: 37,547 shares; 2025Q3: 26,143 shares; 2025Q4: 17,207 shares 17,207 $69.7K <0.01% -8,936 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: 10,285 shares; 2025Q2: 10,285 shares; 2025Q3: 10,285 shares; 2025Q4: 10,285 shares 10,285 $65.5K <0.01% 0 Timeline