SPTI 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: 36,530 shares; 2025Q4: 33,171 shares 33,171 $957K 0.02% -3,359 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,275 shares; 2025Q1: 4,421 shares; 2025Q2: 4,571 shares; 2025Q3: 5,777 shares; 2025Q4: 5,936 shares 5,936 $956K 0.02% +159 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,009 shares; 2024Q4: 10,080 shares; 2025Q1: 11,550 shares; 2025Q2: 10,872 shares; 2025Q3: 12,619 shares; 2025Q4: 13,740 shares 13,740 $954K 0.02% +1,121 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,820 shares; 2025Q1: 4,664 shares; 2025Q2: 9,925 shares; 2025Q3: 2,012 shares; 2025Q4: 1,954 shares 1,954 $952K 0.02% -58 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,195 shares 35,195 $945K 0.02% new Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,056 shares; 2025Q1: 105,119 shares; 2025Q2: 88,660 shares; 2025Q3: 77,751 shares; 2025Q4: 30,214 shares 30,214 $937K 0.02% -47,537 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 5,112 shares; 2025Q3: 10,270 shares; 2025Q4: 10,217 shares 10,217 $936K 0.02% -53 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: 13,528 shares; 2024Q4: 15,519 shares; 2025Q1: 16,614 shares; 2025Q2: 10,952 shares; 2025Q3: 20,131 shares; 2025Q4: 23,186 shares 23,186 $932K 0.02% +3,055 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: 16,445 shares; 2024Q4: 16,340 shares; 2025Q1: 16,219 shares; 2025Q2: 15,417 shares; 2025Q3: 13,778 shares; 2025Q4: 12,514 shares 12,514 $922K 0.02% -1,264 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,104 shares; 2024Q4: 9,926 shares; 2025Q1: 11,768 shares; 2025Q2: 11,764 shares; 2025Q3: 10,674 shares; 2025Q4: 11,174 shares 11,174 $911K 0.02% +500 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: 7,199 shares; 2025Q1: 7,193 shares; 2025Q2: 11,499 shares; 2025Q3: 18,625 shares; 2025Q4: 20,602 shares 20,602 $903K 0.02% +1,977 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,009 shares; 2025Q1: 8,884 shares; 2025Q2: 9,996 shares; 2025Q3: 10,033 shares; 2025Q4: 9,996 shares 9,996 $900K 0.02% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,489 shares; 2025Q4: 6,974 shares 6,974 $890K 0.02% -1,515 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: 46,777 shares; 2024Q4: 50,388 shares; 2025Q1: 32,625 shares; 2025Q2: 12,521 shares; 2025Q3: 15,655 shares; 2025Q4: 13,790 shares 13,790 $875K 0.02% -1,865 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: not reported; 2024Q4: 14,316 shares; 2025Q1: 166,507 shares; 2025Q2: 158,066 shares; 2025Q3: 18,998 shares; 2025Q4: 17,146 shares 17,146 $872K 0.02% -1,852 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,986 shares; 2025Q1: 2,948 shares; 2025Q2: 3,103 shares; 2025Q3: 3,082 shares; 2025Q4: 3,158 shares 3,158 $869K 0.02% +76 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: 4,877 shares; 2024Q4: 4,924 shares; 2025Q1: 5,430 shares; 2025Q2: 6,067 shares; 2025Q3: 12,233 shares; 2025Q4: 12,345 shares 12,345 $866K 0.02% +112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,388 shares; 2025Q3: 69,008 shares; 2025Q4: 73,369 shares 73,369 $861K 0.02% +4,361 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: not reported; 2024Q4: 2,711 shares; 2025Q1: 2,746 shares; 2025Q2: 3,180 shares; 2025Q3: 3,686 shares; 2025Q4: 3,319 shares 3,319 $859K 0.02% -367 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,577 shares; 2025Q4: 8,667 shares 8,667 $857K 0.02% +90 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,906 shares; 2025Q1: 17,717 shares; 2025Q2: 17,717 shares; 2025Q3: 17,717 shares; 2025Q4: 17,723 shares 17,723 $853K 0.02% +6 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,920 shares; 2025Q1: 104,799 shares; 2025Q2: 138,919 shares; 2025Q3: 135,881 shares; 2025Q4: 131,316 shares 131,316 $850K 0.02% -4,565 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,632 shares; 2024Q4: 31,938 shares; 2025Q1: 17,316 shares; 2025Q2: 17,417 shares; 2025Q3: 18,963 shares; 2025Q4: 20,978 shares 20,978 $846K 0.02% +2,015 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,570 shares; 2025Q4: 28,712 shares 28,712 $841K 0.02% +5,142 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: 11,010 shares; 2025Q1: 10,835 shares; 2025Q2: 11,543 shares; 2025Q3: 18,388 shares; 2025Q4: 18,962 shares 18,962 $838K 0.02% +574 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,793 shares; 2024Q4: 39,031 shares; 2025Q1: 48,338 shares; 2025Q2: 14,049 shares; 2025Q3: 14,058 shares; 2025Q4: 13,807 shares 13,807 $834K 0.02% -251 Timeline DEED 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: 27,694 shares; 2024Q4: 43,936 shares; 2025Q1: 38,673 shares; 2025Q2: 38,085 shares; 2025Q3: 38,085 shares; 2025Q4: 38,549 shares 38,549 $833K 0.02% +464 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: 3,580 shares; 2024Q4: 3,527 shares; 2025Q1: 3,534 shares; 2025Q2: 3,518 shares; 2025Q3: 4,234 shares; 2025Q4: 4,269 shares 4,269 $830K 0.02% +35 Timeline LNWO LIGHT & WONDER INC More: the full row for LIGHT & WONDER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 8,653 shares; 2025Q1: 7,414 shares; 2025Q2: 7,405 shares; 2025Q3: 7,483 shares; 2025Q4: 8,037 shares 8,037 $829K 0.02% +554 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,411 shares; 2024Q4: 15,875 shares; 2025Q1: 14,711 shares; 2025Q2: 14,226 shares; 2025Q3: 63,902 shares; 2025Q4: 9,980 shares 9,980 $824K 0.02% -53,922 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: 5,932 shares; 2024Q4: 5,180 shares; 2025Q1: 4,565 shares; 2025Q2: 4,586 shares; 2025Q3: 5,185 shares; 2025Q4: 5,823 shares 5,823 $821K 0.02% +638 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: 679 shares; 2024Q4: 737 shares; 2025Q1: 246 shares; 2025Q2: 222 shares; 2025Q3: 240 shares; 2025Q4: 242 shares 242 $821K 0.02% +2 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 5,986 shares; 2025Q1: 5,838 shares; 2025Q2: 5,167 shares; 2025Q3: 4,956 shares; 2025Q4: 5,133 shares 5,133 $821K 0.02% +177 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: 3,318 shares; 2024Q4: 3,489 shares; 2025Q1: 4,324 shares; 2025Q2: 3,731 shares; 2025Q3: 4,579 shares; 2025Q4: 4,008 shares 4,008 $819K 0.02% -571 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 6,206 shares; 2025Q3: 8,281 shares; 2025Q4: 8,961 shares 8,961 $817K 0.02% +680 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: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,817 shares; 2025Q2: 8,817 shares; 2025Q3: 9,044 shares; 2025Q4: 7,686 shares 7,686 $812K 0.02% -1,358 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,097 shares; 2025Q2: 19,226 shares; 2025Q3: 18,941 shares; 2025Q4: 19,513 shares 19,513 $810K 0.02% +572 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: 31,218 shares; 2024Q4: 33,881 shares; 2025Q1: 38,892 shares; 2025Q2: 42,464 shares; 2025Q3: 42,532 shares; 2025Q4: 41,987 shares 41,987 $806K 0.02% -545 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,294 shares; 2025Q3: 169,065 shares; 2025Q4: 18,454 shares 18,454 $804K 0.02% -150,611 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: 6,360 shares; 2024Q4: 9,491 shares; 2025Q1: 7,832 shares; 2025Q2: 7,852 shares; 2025Q3: 9,186 shares; 2025Q4: 10,362 shares 10,362 $803K 0.02% +1,176 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: 14,817 shares; 2024Q4: 18,557 shares; 2025Q1: 17,559 shares; 2025Q2: 17,972 shares; 2025Q3: 18,459 shares; 2025Q4: 17,882 shares 17,882 $799K 0.02% -577 Timeline SCHG 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: 3,626 shares; 2024Q4: 19,904 shares; 2025Q1: 20,415 shares; 2025Q2: 22,494 shares; 2025Q3: 25,528 shares; 2025Q4: 24,492 shares 24,492 $799K 0.02% -1,036 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 2,184 shares; 2025Q1: 2,492 shares; 2025Q2: 2,265 shares; 2025Q3: 2,999 shares; 2025Q4: 3,192 shares 3,192 $791K 0.02% +193 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,102 shares; 2025Q1: 1,689 shares; 2025Q2: 1,906 shares; 2025Q3: 2,512 shares; 2025Q4: 2,526 shares 2,526 $791K 0.02% +14 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: 4,025 shares; 2024Q4: 4,765 shares; 2025Q1: 8,370 shares; 2025Q2: 8,673 shares; 2025Q3: 13,008 shares; 2025Q4: 13,113 shares 13,113 $787K 0.02% +105 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 2,226 shares; 2025Q1: 10,030 shares; 2025Q2: 9,356 shares; 2025Q3: 5,432 shares; 2025Q4: 5,646 shares 5,646 $786K 0.02% +214 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS 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: 1,357 shares 1,357 $783K 0.02% new 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: 1,664 shares; 2024Q4: 1,104 shares; 2025Q1: 1,116 shares; 2025Q2: 1,601 shares; 2025Q3: 1,753 shares; 2025Q4: 2,592 shares 2,592 $783K 0.02% +839 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,879 shares; 2024Q4: 23,181 shares; 2025Q1: 23,863 shares; 2025Q2: 24,130 shares; 2025Q3: 27,140 shares; 2025Q4: 28,513 shares 28,513 $780K 0.02% +1,373 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: 17,382 shares; 2025Q1: 26,149 shares; 2025Q2: 26,228 shares; 2025Q3: 29,332 shares; 2025Q4: 34,624 shares 34,624 $777K 0.02% +5,292 Timeline IDN INTELLICHECK MOBILISA INC More: the full row for INTELLICHECK MOBILISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,864 shares; 2024Q4: 117,864 shares; 2025Q1: 117,864 shares; 2025Q2: 116,154 shares; 2025Q3: 116,154 shares; 2025Q4: 116,154 shares 116,154 $776K 0.02% 0 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE 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: 70,487 shares; 2025Q4: 70,487 shares 70,487 $775K 0.02% 0 Timeline DFCF 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: 5,433 shares; 2025Q2: 20,080 shares; 2025Q3: 16,884 shares; 2025Q4: 18,173 shares 18,173 $773K 0.02% +1,289 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: 49,479 shares; 2024Q4: 49,882 shares; 2025Q1: 17,317 shares; 2025Q2: 13,700 shares; 2025Q3: 22,313 shares; 2025Q4: 20,001 shares 20,001 $773K 0.02% -2,312 Timeline SYSB 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: 8,515 shares 8,515 $764K 0.02% new Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,474 shares; 2025Q1: 36,694 shares; 2025Q2: 42,940 shares; 2025Q3: 42,940 shares; 2025Q4: 43,136 shares 43,136 $762K 0.02% +196 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 3,401 shares; 2025Q3: 5,713 shares; 2025Q4: 6,132 shares 6,132 $762K 0.02% +419 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,573 shares; 2025Q1: 30,944 shares; 2025Q2: 35,427 shares; 2025Q3: 38,800 shares; 2025Q4: 39,780 shares 39,780 $761K 0.02% +980 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest 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: 15,023 shares 15,023 $760K 0.02% new Timeline AVDV 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: not reported; 2025Q2: not reported; 2025Q3: 7,240 shares; 2025Q4: 8,028 shares 8,028 $754K 0.02% +788 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,250 shares; 2024Q4: 80,094 shares; 2025Q1: 22,161 shares; 2025Q2: 19,452 shares; 2025Q3: 25,408 shares; 2025Q4: 24,970 shares 24,970 $754K 0.02% -438 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 2,756 shares; 2025Q4: 2,937 shares 2,937 $752K 0.02% +181 Timeline BAB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,365 shares 27,365 $744K 0.02% new 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: 14,011 shares; 2025Q2: 18,140 shares; 2025Q3: 13,046 shares; 2025Q4: 15,234 shares 15,234 $742K 0.02% +2,188 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,939 shares; 2025Q1: 2,148 shares; 2025Q2: 8,580 shares; 2025Q3: 11,340 shares; 2025Q4: 11,483 shares 11,483 $738K 0.02% +143 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,800 shares; 2025Q1: 8,052 shares; 2025Q2: 8,851 shares; 2025Q3: 8,981 shares; 2025Q4: 8,739 shares 8,739 $735K 0.02% -242 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,754 shares; 2025Q1: 6,296 shares; 2025Q2: 6,961 shares; 2025Q3: 8,453 shares; 2025Q4: 7,511 shares 7,511 $730K 0.02% -942 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: not reported; 2025Q1: 41,432 shares; 2025Q2: 39,961 shares; 2025Q3: 25,183 shares; 2025Q4: 21,582 shares 21,582 $723K 0.02% -3,601 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,003 shares; 2025Q2: 8,163 shares; 2025Q3: 14,029 shares; 2025Q4: 14,188 shares 14,188 $722K 0.02% +159 Timeline VPLS 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: not reported; 2025Q2: 9,561 shares; 2025Q3: 9,153 shares; 2025Q4: 9,242 shares 9,242 $722K 0.02% +89 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,033 shares; 2024Q4: 11,153 shares; 2025Q1: 10,374 shares; 2025Q2: 9,969 shares; 2025Q3: 10,746 shares; 2025Q4: 10,519 shares 10,519 $721K 0.02% -227 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 2,258 shares; 2025Q1: 5,699 shares; 2025Q2: 834 shares; 2025Q3: 1,298 shares; 2025Q4: 1,412 shares 1,412 $721K 0.02% +114 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: 16,112 shares; 2024Q4: 22,606 shares; 2025Q1: 7,730 shares; 2025Q2: 6,772 shares; 2025Q3: 7,657 shares; 2025Q4: 7,494 shares 7,494 $715K 0.02% -163 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,445 shares; 2025Q2: 2,694 shares; 2025Q3: 2,732 shares; 2025Q4: 2,840 shares 2,840 $713K 0.02% +108 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,582 shares; 2025Q4: 15,681 shares 15,681 $713K 0.02% -1,901 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,518 shares; 2025Q1: 2,938 shares; 2025Q2: 2,897 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares 2,740 $711K 0.02% 0 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: 6,055 shares; 2025Q1: 6,856 shares; 2025Q2: 18,793 shares; 2025Q3: 14,086 shares; 2025Q4: 14,785 shares 14,785 $709K 0.02% +699 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: 5,817 shares; 2024Q4: 5,927 shares; 2025Q1: 3,568 shares; 2025Q2: 2,588 shares; 2025Q3: 6,668 shares; 2025Q4: 6,417 shares 6,417 $708K 0.02% -251 Timeline EZU 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,960 shares 10,960 $703K 0.02% new Timeline FOCT 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: 10,118 shares; 2025Q1: 11,588 shares; 2025Q2: 13,241 shares; 2025Q3: 13,008 shares; 2025Q4: 14,150 shares 14,150 $693K 0.02% +1,142 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 12,963 shares; 2025Q1: 12,963 shares; 2025Q2: not reported; 2025Q3: 13,156 shares; 2025Q4: 11,597 shares 11,597 $692K 0.02% -1,559 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,737 shares; 2024Q4: 25,896 shares; 2025Q1: 6,622 shares; 2025Q2: 39,793 shares; 2025Q3: 6,209 shares; 2025Q4: 7,892 shares 7,892 $688K 0.02% +1,683 Timeline XJAN 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: 17,051 shares; 2025Q2: 17,807 shares; 2025Q3: 20,034 shares; 2025Q4: 18,565 shares 18,565 $684K 0.02% -1,469 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 403 shares; 2025Q1: 419 shares; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: 404 shares 404 $683K 0.02% -15 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,424 shares; 2024Q4: 18,746 shares; 2025Q1: 18,978 shares; 2025Q2: 11,680 shares; 2025Q3: 11,684 shares; 2025Q4: 12,993 shares 12,993 $683K 0.02% +1,309 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: 12,617 shares; 2024Q4: 22,486 shares; 2025Q1: 20,301 shares; 2025Q2: 27,091 shares; 2025Q3: 27,543 shares; 2025Q4: 20,631 shares 20,631 $681K 0.02% -6,912 Timeline AGGY 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: 23,865 shares; 2025Q1: 17,909 shares; 2025Q2: 15,960 shares; 2025Q3: 15,536 shares; 2025Q4: 15,427 shares 15,427 $680K 0.02% -109 Timeline VOTE TCW ETF TRUST More: the full row for TCW 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: 6,090 shares; 2025Q4: 8,455 shares 8,455 $678K 0.02% +2,365 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: not reported; 2024Q4: 4,364 shares; 2025Q1: 4,401 shares; 2025Q2: 4,833 shares; 2025Q3: 5,278 shares; 2025Q4: 7,781 shares 7,781 $678K 0.02% +2,503 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,427 shares; 2024Q4: 22,308 shares; 2025Q1: 7,491 shares; 2025Q2: 8,224 shares; 2025Q3: 8,970 shares; 2025Q4: 6,038 shares 6,038 $665K 0.02% -2,932 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,849 shares; 2025Q1: 1,731 shares; 2025Q2: 1,683 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares 1,715 $663K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,971 shares; 2025Q3: 4,644 shares; 2025Q4: 4,875 shares 4,875 $663K 0.02% +231 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,602 shares; 2025Q1: 7,102 shares; 2025Q2: 5,102 shares; 2025Q3: 5,102 shares; 2025Q4: 5,102 shares 5,102 $662K 0.02% 0 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: not reported; 2024Q4: 8,536 shares; 2025Q1: 10,117 shares; 2025Q2: 10,109 shares; 2025Q3: 10,636 shares; 2025Q4: 9,916 shares 9,916 $659K 0.02% -720 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 3,492 shares; 2025Q4: 3,879 shares 3,879 $658K 0.02% +387 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,826 shares; 2024Q4: 34,009 shares; 2025Q1: 7,690 shares; 2025Q2: 4,874 shares; 2025Q3: 3,433 shares; 2025Q4: 6,329 shares 6,329 $651K 0.02% +2,896 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: 9,043 shares; 2024Q4: 10,842 shares; 2025Q1: 11,012 shares; 2025Q2: 13,796 shares; 2025Q3: 14,464 shares; 2025Q4: 13,888 shares 13,888 $646K 0.02% -576 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: not reported; 2025Q1: 4,170 shares; 2025Q2: 6,864 shares; 2025Q3: 9,243 shares; 2025Q4: 9,586 shares 9,586 $645K 0.02% +343 Timeline FDEM 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: 20,871 shares 20,871 $644K 0.02% new Timeline SGOV 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: 88,058 shares; 2024Q4: 91,462 shares; 2025Q1: 62,295 shares; 2025Q2: 36,862 shares; 2025Q3: 5,433 shares; 2025Q4: 6,408 shares 6,408 $643K 0.02% +975 Timeline 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: 4,812 shares; 2025Q1: 4,221 shares; 2025Q2: 6,054 shares; 2025Q3: 6,891 shares; 2025Q4: 6,022 shares 6,022 $643K 0.02% -869 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,226 shares; 2025Q4: 21,812 shares 21,812 $640K 0.02% -414 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,911 shares; 2025Q4: 5,289 shares 5,289 $640K 0.02% +2,378 Timeline VGLT 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: 31,437 shares; 2025Q1: 20,226 shares; 2025Q2: 11,172 shares; 2025Q3: 11,176 shares; 2025Q4: 11,205 shares 11,205 $625K 0.02% +29 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,169 shares; 2025Q3: 1,928 shares; 2025Q4: 1,992 shares 1,992 $624K 0.02% +64 Timeline DFGX 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: 13,716 shares; 2025Q3: 11,051 shares; 2025Q4: 11,778 shares 11,778 $620K 0.02% +727 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: 12,691 shares; 2024Q4: 13,083 shares; 2025Q1: 13,113 shares; 2025Q2: 13,229 shares; 2025Q3: 13,675 shares; 2025Q4: 13,112 shares 13,112 $619K 0.02% -563 Timeline XMHQ 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: 2,908 shares; 2025Q3: 3,926 shares; 2025Q4: 6,032 shares 6,032 $618K 0.02% +2,106 Timeline DFEM 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: 9,002 shares; 2025Q1: 9,466 shares; 2025Q2: 18,455 shares; 2025Q3: 18,397 shares; 2025Q4: 18,673 shares 18,673 $618K 0.02% +276 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: 6,563 shares; 2025Q1: 6,156 shares; 2025Q2: 5,672 shares; 2025Q3: 5,658 shares; 2025Q4: 5,594 shares 5,594 $617K 0.02% -64 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,468 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,338 shares; 2025Q3: 9,504 shares; 2025Q4: 16,572 shares 16,572 $612K 0.01% +7,068 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,489 shares; 2025Q3: 2,128 shares; 2025Q4: 2,419 shares 2,419 $607K 0.01% +291 Timeline SCZ 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: 3,381 shares; 2025Q1: 3,381 shares; 2025Q2: 4,067 shares; 2025Q3: 7,874 shares; 2025Q4: 7,825 shares 7,825 $607K 0.01% -49 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 1,432 shares; 2025Q4: 1,440 shares 1,440 $600K 0.01% +8 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,839 shares; 2025Q4: 4,839 shares 4,839 $598K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 16,489 shares; 2025Q1: 16,480 shares; 2025Q2: 10,454 shares; 2025Q3: 9,624 shares; 2025Q4: 9,574 shares 9,574 $595K 0.01% -50 Timeline DGCB 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: 3,789 shares; 2025Q2: 11,729 shares; 2025Q3: 10,327 shares; 2025Q4: 10,937 shares 10,937 $593K 0.01% +610 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: 10,667 shares; 2025Q1: 11,131 shares; 2025Q2: 11,117 shares; 2025Q3: 11,319 shares; 2025Q4: 11,242 shares 11,242 $592K 0.01% -77 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO 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: 64,356 shares; 2025Q2: 67,907 shares; 2025Q3: 60,568 shares; 2025Q4: 159,045 shares 159,045 $579K 0.01% +98,477 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: 3,907 shares; 2024Q4: 4,243 shares; 2025Q1: 3,948 shares; 2025Q2: 3,778 shares; 2025Q3: 4,235 shares; 2025Q4: 3,994 shares 3,994 $574K 0.01% -241 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: 6,421 shares; 2024Q4: 8,884 shares; 2025Q1: 8,208 shares; 2025Q2: 4,752 shares; 2025Q3: 7,891 shares; 2025Q4: 7,701 shares 7,701 $572K 0.01% -190 Timeline COPX 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: 6,393 shares; 2025Q1: 5,993 shares; 2025Q2: 6,851 shares; 2025Q3: 7,343 shares; 2025Q4: 7,732 shares 7,732 $568K 0.01% +389 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: 15,910 shares; 2024Q4: 22,364 shares; 2025Q1: 21,940 shares; 2025Q2: 24,544 shares; 2025Q3: 15,830 shares; 2025Q4: 11,154 shares 11,154 $568K 0.01% -4,676 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,639 shares; 2025Q1: 4,109 shares; 2025Q2: 2,434 shares; 2025Q3: 2,742 shares; 2025Q4: 2,790 shares 2,790 $566K 0.01% +48 Timeline XDEC 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: 12,355 shares; 2025Q1: 12,460 shares; 2025Q2: 13,798 shares; 2025Q3: 14,466 shares; 2025Q4: 13,798 shares 13,798 $565K 0.01% -668 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,279 shares; 2025Q1: 3,274 shares; 2025Q2: 4,438 shares; 2025Q3: 4,595 shares; 2025Q4: 4,626 shares 4,626 $563K 0.01% +31 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: 3,420 shares; 2024Q4: 3,648 shares; 2025Q1: 3,782 shares; 2025Q2: 3,685 shares; 2025Q3: 4,048 shares; 2025Q4: 4,114 shares 4,114 $559K 0.01% +66 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,312 shares; 2025Q1: 1,317 shares; 2025Q2: 1,248 shares; 2025Q3: 1,240 shares; 2025Q4: 1,322 shares 1,322 $558K 0.01% +82 Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 1,324 shares; 2025Q3: 1,890 shares; 2025Q4: 2,954 shares 2,954 $555K 0.01% +1,064 Timeline IFRA 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: 20,399 shares; 2025Q1: 10,043 shares; 2025Q2: 9,697 shares; 2025Q3: 14,844 shares; 2025Q4: 10,406 shares 10,406 $548K 0.01% -4,438 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,283 shares; 2025Q1: not reported; 2025Q2: 1,940 shares; 2025Q3: 6,092 shares; 2025Q4: 4,979 shares 4,979 $547K 0.01% -1,113 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: 4,549 shares; 2024Q4: 26,341 shares; 2025Q1: 39,692 shares; 2025Q2: 11,310 shares; 2025Q3: 11,796 shares; 2025Q4: 11,030 shares 11,030 $546K 0.01% -766 Timeline ESGD 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: 3,018 shares; 2025Q3: 6,046 shares; 2025Q4: 5,703 shares 5,703 $542K 0.01% -343 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,334 shares; 2025Q1: 1,240 shares; 2025Q2: not reported; 2025Q3: 2,424 shares; 2025Q4: 2,400 shares 2,400 $541K 0.01% -24 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,398 shares; 2025Q1: 7,396 shares; 2025Q2: 7,397 shares; 2025Q3: 10,044 shares; 2025Q4: 10,009 shares 10,009 $539K 0.01% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,137 shares; 2025Q4: 2,470 shares 2,470 $539K 0.01% +1,333 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: 9,169 shares; 2024Q4: 9,710 shares; 2025Q1: 10,180 shares; 2025Q2: 9,821 shares; 2025Q3: 10,679 shares; 2025Q4: 11,028 shares 11,028 $538K 0.01% +349 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: not reported; 2024Q4: 15,701 shares; 2025Q1: 14,911 shares; 2025Q2: 14,569 shares; 2025Q3: 15,604 shares; 2025Q4: 15,870 shares 15,870 $537K 0.01% +266 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,263 shares; 2024Q4: 23,940 shares; 2025Q1: 5,262 shares; 2025Q2: 5,463 shares; 2025Q3: 5,755 shares; 2025Q4: 5,181 shares 5,181 $531K 0.01% -574 Timeline HDV 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: 3,533 shares; 2025Q1: 3,572 shares; 2025Q2: 3,419 shares; 2025Q3: 4,373 shares; 2025Q4: 4,350 shares 4,350 $529K 0.01% -23 Timeline SCHD 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: 14,062 shares; 2025Q1: 14,266 shares; 2025Q2: 17,133 shares; 2025Q3: 17,644 shares; 2025Q4: 19,205 shares 19,205 $527K 0.01% +1,561 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: 5,611 shares; 2024Q4: 5,630 shares; 2025Q1: 5,154 shares; 2025Q2: 5,165 shares; 2025Q3: 9,836 shares; 2025Q4: 9,219 shares 9,219 $524K 0.01% -617 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,998 shares; 2025Q4: 7,217 shares 7,217 $523K 0.01% +219 Timeline TFI 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: 11,573 shares; 2025Q1: 11,573 shares; 2025Q2: 11,371 shares; 2025Q3: 11,371 shares; 2025Q4: 11,371 shares 11,371 $520K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 17,285 shares; 2025Q4: 18,556 shares 18,556 $520K 0.01% +1,271 Timeline XOCT 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: 12,784 shares; 2025Q1: 12,784 shares; 2025Q2: 12,784 shares; 2025Q3: 13,524 shares; 2025Q4: 13,756 shares 13,756 $519K 0.01% +232 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: 7,245 shares; 2025Q1: 7,944 shares; 2025Q2: 6,142 shares; 2025Q3: 8,618 shares; 2025Q4: 7,732 shares 7,732 $518K 0.01% -886 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: not reported; 2024Q4: 7,714 shares; 2025Q1: 9,488 shares; 2025Q2: 9,305 shares; 2025Q3: 8,871 shares; 2025Q4: 8,971 shares 8,971 $518K 0.01% +100 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,021 shares; 2025Q3: 1,103 shares; 2025Q4: 1,134 shares 1,134 $516K 0.01% +31 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,891 shares; 2025Q1: 7,578 shares; 2025Q2: not reported; 2025Q3: 20,219 shares; 2025Q4: 19,458 shares 19,458 $515K 0.01% -761 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: 6,625 shares; 2025Q3: 6,776 shares; 2025Q4: 6,764 shares 6,764 $515K 0.01% -12 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: 6,477 shares; 2024Q4: 8,348 shares; 2025Q1: 6,611 shares; 2025Q2: 8,759 shares; 2025Q3: 10,412 shares; 2025Q4: 8,759 shares 8,759 $514K 0.01% -1,653 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,414 shares; 2025Q3: not reported; 2025Q4: 11,725 shares 11,725 $511K 0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 18,514 shares; 2025Q1: 23,782 shares; 2025Q2: 29,941 shares; 2025Q3: 26,587 shares; 2025Q4: 21,987 shares 21,987 $511K 0.01% -4,600 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: 1,103 shares; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 2,765 shares; 2025Q4: 1,995 shares 1,995 $509K 0.01% -770 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,160 shares; 2025Q4: 4,160 shares 4,160 $507K 0.01% 0 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: 5,524 shares; 2024Q4: 6,074 shares; 2025Q1: 9,896 shares; 2025Q2: 11,210 shares; 2025Q3: 11,447 shares; 2025Q4: 10,774 shares 10,774 $507K 0.01% -673 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 1,821 shares; 2025Q4: 2,147 shares 2,147 $500K 0.01% +326 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,502 shares; 2024Q4: 5,304 shares; 2025Q1: 5,880 shares; 2025Q2: 28,816 shares; 2025Q3: 5,777 shares; 2025Q4: 9,462 shares 9,462 $499K 0.01% +3,685 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: 20,252 shares; 2024Q4: 21,621 shares; 2025Q1: 39,027 shares; 2025Q2: 9,911 shares; 2025Q3: 10,782 shares; 2025Q4: 8,542 shares 8,542 $499K 0.01% -2,240 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: not reported; 2024Q4: 14,685 shares; 2025Q1: 23,217 shares; 2025Q2: 23,159 shares; 2025Q3: 24,440 shares; 2025Q4: 35,483 shares 35,483 $498K 0.01% +11,043 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,376 shares; 2025Q1: 12,423 shares; 2025Q2: 12,951 shares; 2025Q3: 14,835 shares; 2025Q4: 5,436 shares 5,436 $497K 0.01% -9,399 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA 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: 2,926 shares; 2025Q4: 3,147 shares 3,147 $495K 0.01% +221 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 3,337 shares; 2025Q1: 3,244 shares; 2025Q2: 3,742 shares; 2025Q3: 5,362 shares; 2025Q4: 5,347 shares 5,347 $494K 0.01% -15 Timeline GPIX 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: 9,345 shares 9,345 $493K 0.01% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,712 shares; 2025Q1: 5,589 shares; 2025Q2: 4,976 shares; 2025Q3: 4,160 shares; 2025Q4: 5,322 shares 5,322 $493K 0.01% +1,162 Timeline VCRB 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: not reported; 2025Q2: 2,718 shares; 2025Q3: 4,863 shares; 2025Q4: 6,324 shares 6,324 $493K 0.01% +1,461 Timeline USHY 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: 35,116 shares; 2024Q4: 36,327 shares; 2025Q1: 33,727 shares; 2025Q2: 34,656 shares; 2025Q3: 8,050 shares; 2025Q4: 12,972 shares 12,972 $485K 0.01% +4,922 Timeline DFAW 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: 4,759 shares; 2025Q3: 5,204 shares; 2025Q4: 6,534 shares 6,534 $483K 0.01% +1,330 Timeline DFUV 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: 10,310 shares; 2025Q4: 10,310 shares 10,310 $480K 0.01% 0 Timeline SMMU 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: 4,929 shares; 2025Q4: 9,495 shares 9,495 $480K 0.01% +4,566 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2025Q3: not reported; 2025Q4: 5,506 shares 5,506 $478K 0.01% new Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,823 shares 17,823 $478K 0.01% new Timeline SUSA 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: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 3,890 shares; 2025Q4: 3,413 shares 3,413 $476K 0.01% -477 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares 2,270 $475K 0.01% 0 Timeline IXUS 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: 10,179 shares; 2024Q4: 8,987 shares; 2025Q1: 5,977 shares; 2025Q2: 7,300 shares; 2025Q3: 5,714 shares; 2025Q4: 5,607 shares 5,607 $475K 0.01% -107 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,741 shares; 2025Q1: 13,645 shares; 2025Q2: 14,409 shares; 2025Q3: 13,423 shares; 2025Q4: 12,371 shares 12,371 $474K 0.01% -1,052 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 8,008 shares; 2025Q4: 10,088 shares 10,088 $471K 0.01% +2,080 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES 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: 8,493 shares; 2025Q4: 7,284 shares 7,284 $468K 0.01% -1,209 Timeline EWC 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: not reported; 2025Q2: not reported; 2025Q3: 6,567 shares; 2025Q4: 8,624 shares 8,624 $465K 0.01% +2,057 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: 14,857 shares; 2024Q4: 6,501 shares; 2025Q1: 7,435 shares; 2025Q2: 6,422 shares; 2025Q3: 5,667 shares; 2025Q4: 4,921 shares 4,921 $464K 0.01% -746 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,281 shares; 2025Q1: 1,228 shares; 2025Q2: 1,376 shares; 2025Q3: 1,242 shares; 2025Q4: 1,311 shares 1,311 $463K 0.01% +69 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,867 shares; 2024Q4: 18,158 shares; 2025Q1: 9,105 shares; 2025Q2: 3,884 shares; 2025Q3: 4,231 shares; 2025Q4: 3,073 shares 3,073 $462K 0.01% -1,158 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,160 shares; 2025Q1: not reported; 2025Q2: 8,227 shares; 2025Q3: 6,451 shares; 2025Q4: 6,665 shares 6,665 $460K 0.01% +214 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,133 shares 43,133 $459K 0.01% new Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,192 shares; 2025Q4: 5,242 shares 5,242 $457K 0.01% +50 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,973 shares 18,973 $456K 0.01% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,959 shares; 2025Q1: 1,802 shares; 2025Q2: 1,809 shares; 2025Q3: 1,786 shares; 2025Q4: 1,863 shares 1,863 $456K 0.01% +77 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 14,922 shares 14,922 $454K 0.01% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 4,608 shares; 2025Q1: 4,199 shares; 2025Q2: 4,301 shares; 2025Q3: 4,941 shares; 2025Q4: 5,261 shares 5,261 $453K 0.01% +320 Timeline DVYE 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: 12,890 shares; 2025Q2: 11,536 shares; 2025Q3: 11,787 shares; 2025Q4: 14,502 shares 14,502 $452K 0.01% +2,715 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 2,284 shares; 2025Q3: 3,176 shares; 2025Q4: 3,368 shares 3,368 $450K 0.01% +192 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,320 shares; 2024Q4: 21,412 shares; 2025Q1: 21,511 shares; 2025Q2: 21,613 shares; 2025Q3: 21,710 shares; 2025Q4: 21,813 shares 21,813 $448K 0.01% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 708 shares; 2025Q4: 812 shares 812 $448K 0.01% +104 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT 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: 3,796 shares; 2025Q3: 6,024 shares; 2025Q4: 6,876 shares 6,876 $447K 0.01% +852 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 377,182 shares; 2025Q1: 308,779 shares; 2025Q2: 184,350 shares; 2025Q3: 151,824 shares; 2025Q4: 10,208 shares 10,208 $446K 0.01% -141,616 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,784 shares; 2024Q4: 10,581 shares; 2025Q1: 10,084 shares; 2025Q2: 9,637 shares; 2025Q3: 10,511 shares; 2025Q4: 4,248 shares 4,248 $441K 0.01% -6,263 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 16,800 shares; 2025Q4: 16,810 shares 16,810 $440K 0.01% +10 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,386 shares; 2025Q1: 1,483 shares; 2025Q2: 1,462 shares; 2025Q3: 1,784 shares; 2025Q4: 1,722 shares 1,722 $439K 0.01% -62 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,497 shares; 2025Q1: 24,027 shares; 2025Q2: 13,885 shares; 2025Q3: 13,859 shares; 2025Q4: 13,674 shares 13,674 $438K 0.01% -185 Timeline VTYX VENTYX BIOSCIENCES INC More: the full row for VENTYX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,374 shares; 2025Q3: 33,374 shares; 2025Q4: 48,316 shares 48,316 $436K 0.01% +14,942 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: 8,279 shares; 2024Q4: 8,279 shares; 2025Q1: 10,583 shares; 2025Q2: 10,583 shares; 2025Q3: 10,938 shares; 2025Q4: 10,583 shares 10,583 $435K 0.01% -355 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: 12,741 shares; 2024Q4: not reported; 2025Q1: 14,733 shares; 2025Q2: 15,473 shares; 2025Q3: 16,158 shares; 2025Q4: 16,910 shares 16,910 $430K 0.01% +752 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 597 shares; 2025Q1: 741 shares; 2025Q2: 798 shares; 2025Q3: 832 shares; 2025Q4: 842 shares 842 $430K 0.01% +10 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 14,969 shares 14,969 $425K 0.01% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,113 shares; 2025Q3: 6,978 shares; 2025Q4: 7,193 shares 7,193 $424K 0.01% +215 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 747 shares; 2025Q1: 700 shares; 2025Q2: 603 shares; 2025Q3: 615 shares; 2025Q4: 763 shares 763 $422K 0.01% +148 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,390 shares; 2025Q1: 2,201 shares; 2025Q2: not reported; 2025Q3: 2,215 shares; 2025Q4: 2,018 shares 2,018 $419K 0.01% -197 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,163 shares; 2025Q4: 8,956 shares 8,956 $419K 0.01% +793 Timeline XMAY 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: 12,678 shares; 2025Q3: 11,147 shares; 2025Q4: 11,988 shares 11,988 $418K 0.01% +841 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,339 shares; 2025Q3: 32,839 shares; 2025Q4: 38,279 shares 38,279 $416K 0.01% +5,440 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,492 shares; 2024Q4: 14,681 shares; 2025Q1: 14,261 shares; 2025Q2: 4,962 shares; 2025Q3: 4,918 shares; 2025Q4: 5,111 shares 5,111 $416K 0.01% +193 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,345 shares; 2025Q2: 3,021 shares; 2025Q3: 3,650 shares; 2025Q4: 4,505 shares 4,505 $414K 0.01% +855 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 1,867 shares; 2025Q4: 2,017 shares 2,017 $414K 0.01% +150 Timeline UPRO 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: 48,540 shares; 2024Q4: 39,839 shares; 2025Q1: 6,091 shares; 2025Q2: 26,184 shares; 2025Q3: 4,946 shares; 2025Q4: 3,557 shares 3,557 $412K 0.01% -1,389 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,016 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,052 shares; 2025Q4: 1,051 shares 1,051 $411K 0.01% -1 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,995 shares; 2025Q4: 14,995 shares 14,995 $411K 0.01% 0 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: 19,019 shares; 2024Q4: 83,670 shares; 2025Q1: 77,468 shares; 2025Q2: 77,293 shares; 2025Q3: 77,800 shares; 2025Q4: 8,081 shares 8,081 $410K 0.01% -69,719 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: 5,352 shares; 2025Q1: 9,124 shares; 2025Q2: 8,644 shares; 2025Q3: 8,257 shares; 2025Q4: 9,208 shares 9,208 $410K 0.01% +951 Timeline XMLV 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: 8,149 shares; 2024Q4: 8,088 shares; 2025Q1: 7,337 shares; 2025Q2: 6,714 shares; 2025Q3: 6,560 shares; 2025Q4: 6,560 shares 6,560 $409K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,751 shares; 2025Q2: 3,703 shares; 2025Q3: 4,349 shares; 2025Q4: 4,422 shares 4,422 $408K 0.01% +73 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: 3,308 shares; 2024Q4: 3,380 shares; 2025Q1: 3,455 shares; 2025Q2: 3,404 shares; 2025Q3: 3,430 shares; 2025Q4: 3,546 shares 3,546 $407K 0.01% +116 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,306 shares; 2025Q3: 2,074 shares; 2025Q4: 2,085 shares 2,085 $407K 0.01% +11 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: 1,557 shares; 2025Q1: 1,611 shares; 2025Q2: 1,584 shares; 2025Q3: 1,573 shares; 2025Q4: 1,605 shares 1,605 $407K 0.01% +32 Timeline VVX V2X INC More: the full row for V2X 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: 10,313 shares; 2025Q2: 5,269 shares; 2025Q3: 7,113 shares; 2025Q4: 7,389 shares 7,389 $403K 0.01% +276 Timeline XDSQ 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: 8,798 shares; 2025Q2: 9,489 shares; 2025Q3: 9,907 shares; 2025Q4: 9,558 shares 9,558 $398K 0.01% -349 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 1,983 shares; 2025Q2: 1,958 shares; 2025Q3: 2,014 shares; 2025Q4: 2,103 shares 2,103 $398K 0.01% +89 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES 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: 3,988 shares; 2025Q4: 4,979 shares 4,979 $397K 0.01% +991 Timeline AIA 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: 3,627 shares; 2025Q4: 4,027 shares 4,027 $393K 0.01% +400 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares 1,562 $392K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,656 shares; 2025Q3: 1,829 shares; 2025Q4: 1,900 shares 1,900 $390K 0.01% +71 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: not reported; 2024Q4: 9,614 shares; 2025Q1: 9,837 shares; 2025Q2: 18,226 shares; 2025Q3: 20,174 shares; 2025Q4: 15,304 shares 15,304 $387K 0.01% -4,870 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,671 shares; 2025Q3: 3,250 shares; 2025Q4: 3,593 shares 3,593 $386K 0.01% +343 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,554 shares; 2025Q4: 5,704 shares 5,704 $386K 0.01% +150 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 344 shares; 2025Q3: 387 shares; 2025Q4: 290 shares 290 $386K 0.01% -97 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,286 shares; 2024Q4: 22,041 shares; 2025Q1: 20,900 shares; 2025Q2: 11,691 shares; 2025Q3: 13,257 shares; 2025Q4: 8,303 shares 8,303 $383K 0.01% -4,954 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,923 shares; 2025Q4: 11,194 shares 11,194 $381K 0.01% +2,271 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,308 shares 15,308 $381K 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: 11,647 shares; 2024Q4: 12,002 shares; 2025Q1: 11,620 shares; 2025Q2: 12,470 shares; 2025Q3: 12,609 shares; 2025Q4: 14,000 shares 14,000 $381K 0.01% +1,391 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,896 shares; 2025Q1: 12,138 shares; 2025Q2: 23,346 shares; 2025Q3: 26,459 shares; 2025Q4: 25,754 shares 25,754 $378K 0.01% -705 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,671 shares; 2025Q1: 3,456 shares; 2025Q2: 3,851 shares; 2025Q3: 4,613 shares; 2025Q4: 4,778 shares 4,778 $377K 0.01% +165 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,191 shares; 2025Q4: 7,804 shares 7,804 $377K 0.01% +3,613 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,349 shares; 2024Q4: 17,318 shares; 2025Q1: 18,805 shares; 2025Q2: 18,560 shares; 2025Q3: 18,552 shares; 2025Q4: 16,295 shares 16,295 $376K 0.01% -2,257 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,963 shares; 2025Q1: 1,998 shares; 2025Q2: 1,990 shares; 2025Q3: 1,806 shares; 2025Q4: 1,891 shares 1,891 $376K 0.01% +85 Timeline FYC 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: 5,500 shares; 2025Q1: 21,243 shares; 2025Q2: 2,991 shares; 2025Q3: 3,580 shares; 2025Q4: 3,897 shares 3,897 $375K 0.01% +317 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,151 shares; 2025Q3: 4,221 shares; 2025Q4: 4,218 shares 4,218 $372K 0.01% -3 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: 3,064 shares; 2024Q4: 4,430 shares; 2025Q1: 5,316 shares; 2025Q2: 4,207 shares; 2025Q3: 4,011 shares; 2025Q4: 3,820 shares 3,820 $371K 0.01% -191 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 902 shares; 2025Q1: 1,037 shares; 2025Q2: 919 shares; 2025Q3: 1,408 shares; 2025Q4: 1,525 shares 1,525 $370K 0.01% +117 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: not reported; 2025Q2: 406 shares; 2025Q3: 469 shares; 2025Q4: 752 shares 752 $369K 0.01% +283 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,071 shares; 2025Q4: 10,179 shares 10,179 $369K 0.01% +1,108 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: not reported; 2024Q4: not reported; 2025Q1: 7,594 shares; 2025Q2: 8,958 shares; 2025Q3: 7,636 shares; 2025Q4: 8,368 shares 8,368 $368K 0.01% +732 Timeline MLPX 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: not reported; 2025Q3: 5,905 shares; 2025Q4: 6,039 shares 6,039 $366K 0.01% +134 Timeline CWI 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: 10,139 shares; 2025Q4: 10,174 shares 10,174 $365K 0.01% +35 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,434 shares 2,434 $365K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,210 shares 2,210 $362K 0.01% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,457 shares; 2024Q4: 14,900 shares; 2025Q1: 14,900 shares; 2025Q2: 14,900 shares; 2025Q3: 26,900 shares; 2025Q4: 28,400 shares 28,400 $357K 0.01% +1,500 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,304 shares; 2025Q1: 4,330 shares; 2025Q2: 4,457 shares; 2025Q3: 4,204 shares; 2025Q4: 4,154 shares 4,154 $355K 0.01% -50 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,025 shares; 2024Q4: 70,678 shares; 2025Q1: 7,038 shares; 2025Q2: 6,323 shares; 2025Q3: 10,490 shares; 2025Q4: 11,057 shares 11,057 $355K 0.01% +567 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: not reported; 2024Q4: 3,615 shares; 2025Q1: 3,169 shares; 2025Q2: not reported; 2025Q3: 4,282 shares; 2025Q4: 5,764 shares 5,764 $354K 0.01% +1,482 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,842 shares; 2025Q1: 24,740 shares; 2025Q2: 25,393 shares; 2025Q3: 25,858 shares; 2025Q4: 5,754 shares 5,754 $352K 0.01% -20,104 Timeline EWU 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: 7,994 shares 7,994 $352K 0.01% new 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: 14,391 shares; 2025Q1: 16,476 shares; 2025Q2: 18,358 shares; 2025Q3: 21,693 shares; 2025Q4: 20,300 shares 20,300 $350K 0.01% -1,393 Timeline CGAU CENTERRA GOLD INC More: the full row for CENTERRA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,394 shares; 2025Q1: 76,369 shares; 2025Q2: 43,725 shares; 2025Q3: 32,358 shares; 2025Q4: 24,187 shares 24,187 $349K 0.01% -8,171 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,697 shares; 2025Q1: 6,155 shares; 2025Q2: 5,713 shares; 2025Q3: 6,749 shares; 2025Q4: 7,077 shares 7,077 $348K 0.01% +328 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,670 shares; 2025Q2: 1,864 shares; 2025Q3: 2,297 shares; 2025Q4: 2,513 shares 2,513 $348K 0.01% +216 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: 2,648 shares; 2024Q4: 2,694 shares; 2025Q1: 3,305 shares; 2025Q2: 4,423 shares; 2025Q3: 6,017 shares; 2025Q4: 4,363 shares 4,363 $348K 0.01% -1,654 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: 3,919 shares; 2025Q4: 3,814 shares 3,814 $346K 0.01% -105 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,006 shares; 2025Q1: not reported; 2025Q2: 1,019 shares; 2025Q3: 1,048 shares; 2025Q4: 1,081 shares 1,081 $345K 0.01% +33 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,404 shares; 2025Q1: 3,500 shares; 2025Q2: 3,142 shares; 2025Q3: 2,992 shares; 2025Q4: 3,006 shares 3,006 $344K 0.01% +14 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,839 shares; 2024Q4: 12,115 shares; 2025Q1: 13,014 shares; 2025Q2: 16,011 shares; 2025Q3: 14,366 shares; 2025Q4: 14,681 shares 14,681 $343K 0.01% +315 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,492 shares; 2025Q4: 1,656 shares 1,656 $342K 0.01% +164 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN 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: 15,733 shares; 2025Q4: 13,469 shares 13,469 $341K 0.01% -2,264 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares 1,059 $341K 0.01% 0 Timeline MCHI 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: 5,380 shares; 2025Q4: 5,665 shares 5,665 $340K 0.01% +285 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,528 shares; 2025Q1: 4,624 shares; 2025Q2: 4,571 shares; 2025Q3: 4,755 shares; 2025Q4: 4,904 shares 4,904 $339K 0.01% +149 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: not reported; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 983 shares 983 $339K 0.01% +228 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: 2,582 shares; 2024Q4: 3,180 shares; 2025Q1: 3,544 shares; 2025Q2: 1,838 shares; 2025Q3: 3,453 shares; 2025Q4: 2,726 shares 2,726 $338K 0.01% -727 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,530 shares; 2025Q4: 4,270 shares 4,270 $336K 0.01% +740 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,436 shares; 2025Q1: not reported; 2025Q2: 4,146 shares; 2025Q3: 4,146 shares; 2025Q4: 6,388 shares 6,388 $336K 0.01% +2,242 Timeline AUGM 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: 8,965 shares; 2025Q1: 8,165 shares; 2025Q2: 9,819 shares; 2025Q3: 9,819 shares; 2025Q4: 9,819 shares 9,819 $334K 0.01% 0 Timeline HAWX 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: 8,463 shares; 2025Q4: 8,463 shares 8,463 $334K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,901 shares; 2025Q4: 2,453 shares 2,453 $334K 0.01% +552 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,093 shares; 2024Q4: 12,866 shares; 2025Q1: 8,863 shares; 2025Q2: 8,840 shares; 2025Q3: 10,795 shares; 2025Q4: 10,853 shares 10,853 $334K 0.01% +58 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,105 shares; 2025Q3: 15,402 shares; 2025Q4: 13,701 shares 13,701 $331K 0.01% -1,701 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,468 shares; 2025Q1: 1,505 shares; 2025Q2: 1,495 shares; 2025Q3: 1,539 shares; 2025Q4: 1,589 shares 1,589 $330K 0.01% +50 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,702 shares; 2025Q1: 2,014 shares; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 741 shares 741 $329K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: 6,717 shares; 2025Q2: 6,721 shares; 2025Q3: 6,717 shares; 2025Q4: 6,717 shares 6,717 $327K 0.01% 0 Timeline VNIE ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 13,027 shares 13,027 $326K 0.01% new Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,988 shares; 2025Q4: 11,681 shares 11,681 $326K 0.01% +3,693 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY 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: 9,756 shares; 2025Q4: 10,275 shares 10,275 $323K 0.01% +519 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,736 shares; 2025Q4: 12,270 shares 12,270 $321K 0.01% +1,534 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 392 shares; 2025Q4: 474 shares 474 $321K 0.01% +82 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: 6,606 shares; 2024Q4: 6,473 shares; 2025Q1: 5,864 shares; 2025Q2: 5,072 shares; 2025Q3: 4,536 shares; 2025Q4: 3,697 shares 3,697 $319K 0.01% -839 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,019 shares; 2025Q1: not reported; 2025Q2: 4,878 shares; 2025Q3: 5,599 shares; 2025Q4: 5,572 shares 5,572 $317K 0.01% -27 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: 5,933 shares; 2024Q4: 15,591 shares; 2025Q1: 9,315 shares; 2025Q2: 10,521 shares; 2025Q3: 18,208 shares; 2025Q4: 12,992 shares 12,992 $317K 0.01% -5,216 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: not reported; 2025Q2: 3,237 shares; 2025Q3: 3,335 shares; 2025Q4: 3,445 shares 3,445 $317K 0.01% +110 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: not reported; 2025Q2: not reported; 2025Q3: 2,036 shares; 2025Q4: 2,107 shares 2,107 $317K 0.01% +71 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 245,501 shares; 2025Q1: 240,093 shares; 2025Q2: 343,243 shares; 2025Q3: 123,565 shares; 2025Q4: 15,882 shares 15,882 $316K 0.01% -107,683 Timeline PAVE 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: 6,515 shares; 2024Q4: 6,515 shares; 2025Q1: 6,855 shares; 2025Q2: not reported; 2025Q3: 6,536 shares; 2025Q4: 6,572 shares 6,572 $316K 0.01% +36 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: 2,917 shares; 2025Q4: 3,157 shares 3,157 $315K 0.01% +240 Timeline SLQD 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: 3,999 shares; 2025Q2: 5,080 shares; 2025Q3: 5,747 shares; 2025Q4: 6,208 shares 6,208 $315K 0.01% +461 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,284 shares; 2025Q2: 7,857 shares; 2025Q3: 8,194 shares; 2025Q4: 7,906 shares 7,906 $313K 0.01% -288 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,588 shares; 2025Q1: 3,270 shares; 2025Q2: 2,835 shares; 2025Q3: 2,866 shares; 2025Q4: 2,896 shares 2,896 $312K 0.01% +30 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: 3,750 shares; 2024Q4: 3,793 shares; 2025Q1: 3,462 shares; 2025Q2: 3,821 shares; 2025Q3: 3,791 shares; 2025Q4: 3,839 shares 3,839 $308K 0.01% +48 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 15,827 shares; 2025Q4: 16,713 shares 16,713 $308K 0.01% +886 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,410 shares; 2025Q4: 1,417 shares 1,417 $308K 0.01% +7 Timeline LCTU 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: 4,212 shares; 2025Q1: 4,136 shares; 2025Q2: 4,141 shares; 2025Q3: 4,134 shares; 2025Q4: 4,131 shares 4,131 $306K 0.01% -3 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 783 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,061 shares 1,061 $305K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,630 shares; 2025Q2: 6,980 shares; 2025Q3: 7,224 shares; 2025Q4: 6,533 shares 6,533 $303K 0.01% -691 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,769 shares; 2025Q1: 1,865 shares; 2025Q2: 1,845 shares; 2025Q3: 1,655 shares; 2025Q4: 1,728 shares 1,728 $301K 0.01% +73 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,229 shares; 2025Q1: 3,296 shares; 2025Q2: 3,252 shares; 2025Q3: 3,382 shares; 2025Q4: 3,495 shares 3,495 $301K 0.01% +113 Timeline XT 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: 4,204 shares; 2025Q4: 4,312 shares 4,312 $301K 0.01% +108 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338,493 shares; 2025Q1: 157,530 shares; 2025Q2: 199,741 shares; 2025Q3: 204,170 shares; 2025Q4: 66,582 shares 66,582 $300K 0.01% -137,588 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,816 shares; 2025Q3: 2,999 shares; 2025Q4: 3,128 shares 3,128 $298K 0.01% +129 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,832 shares; 2025Q1: 10,227 shares; 2025Q2: 11,707 shares; 2025Q3: 11,643 shares; 2025Q4: 5,755 shares 5,755 $298K 0.01% -5,888 Timeline FXO 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: 8,583 shares; 2025Q1: 5,519 shares; 2025Q2: 5,253 shares; 2025Q3: 4,912 shares; 2025Q4: 4,911 shares 4,911 $296K 0.01% -1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,185 shares; 2024Q4: not reported; 2025Q1: 6,809 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,169 shares 12,169 $295K 0.01% new 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: 2,082 shares; 2025Q3: 2,345 shares; 2025Q4: 2,082 shares 2,082 $295K 0.01% -263 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: 18,468 shares; 2024Q4: 20,189 shares; 2025Q1: 5,540 shares; 2025Q2: 4,823 shares; 2025Q3: 5,467 shares; 2025Q4: 5,630 shares 5,630 $294K 0.01% +163 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN 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: 2,462 shares; 2025Q3: 2,277 shares; 2025Q4: 2,135 shares 2,135 $292K 0.01% -142 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,537 shares 2,537 $291K 0.01% new 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: 6,126 shares; 2024Q4: 6,166 shares; 2025Q1: 6,807 shares; 2025Q2: 7,180 shares; 2025Q3: 7,664 shares; 2025Q4: 8,251 shares 8,251 $291K 0.01% +587 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,277 shares; 2025Q1: 2,403 shares; 2025Q2: 2,365 shares; 2025Q3: 2,427 shares; 2025Q4: 2,488 shares 2,488 $290K 0.01% +61 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: not reported; 2025Q3: 15,162 shares; 2025Q4: 18,228 shares 18,228 $289K 0.01% +3,066 Timeline EDIV 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: 8,330 shares; 2025Q1: 8,330 shares; 2025Q2: 8,330 shares; 2025Q3: 7,930 shares; 2025Q4: 7,305 shares 7,305 $286K 0.01% -625 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,542 shares; 2025Q3: 5,542 shares; 2025Q4: 5,542 shares 5,542 $286K 0.01% 0 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,137 shares; 2024Q4: 18,697 shares; 2025Q1: not reported; 2025Q2: 12,847 shares; 2025Q3: 1,790 shares; 2025Q4: 1,293 shares 1,293 $285K 0.01% -497 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 17,500 shares; 2025Q1: 17,819 shares; 2025Q2: 17,819 shares; 2025Q3: 17,819 shares; 2025Q4: 18,637 shares 18,637 $284K 0.01% +818 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,699 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,256 shares; 2025Q3: 8,130 shares; 2025Q4: 6,183 shares 6,183 $282K 0.01% -1,947 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,776 shares; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,286 shares; 2025Q4: 3,285 shares 3,285 $281K 0.01% -1 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,680 shares; 2024Q4: 6,807 shares; 2025Q1: 6,946 shares; 2025Q2: 6,862 shares; 2025Q3: 7,062 shares; 2025Q4: 7,287 shares 7,287 $279K 0.01% +225 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: 57,702 shares; 2024Q4: 58,365 shares; 2025Q1: 6,077 shares; 2025Q2: 6,152 shares; 2025Q3: 6,152 shares; 2025Q4: 5,860 shares 5,860 $279K 0.01% -292 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,118 shares; 2025Q4: 5,683 shares 5,683 $278K 0.01% +565 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,747 shares; 2025Q3: 6,164 shares; 2025Q4: 5,802 shares 5,802 $278K 0.01% -362 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,111 shares; 2024Q4: 17,130 shares; 2025Q1: 15,228 shares; 2025Q2: 15,809 shares; 2025Q3: 15,408 shares; 2025Q4: 14,069 shares 14,069 $277K 0.01% -1,339 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest 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: 34,417 shares; 2025Q4: 40,097 shares 40,097 $276K 0.01% +5,680 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,036 shares; 2025Q1: 1,930 shares; 2025Q2: 1,645 shares; 2025Q3: 1,837 shares; 2025Q4: 1,645 shares 1,645 $275K 0.01% -192 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,726 shares; 2025Q3: 11,717 shares; 2025Q4: 13,306 shares 13,306 $275K 0.01% +1,589 Timeline SPYG 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: 3,554 shares; 2025Q4: 2,564 shares 2,564 $274K 0.01% -990 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,571 shares; 2025Q4: 6,071 shares 6,071 $274K 0.01% +1,500 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: not reported; 2025Q1: 3,351 shares; 2025Q2: 2,859 shares; 2025Q3: 3,394 shares; 2025Q4: 3,992 shares 3,992 $273K 0.01% +598 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX 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: 41,138 shares; 2025Q4: 40,571 shares 40,571 $273K 0.01% -567 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares 645 $271K 0.01% new Timeline EUSB 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: 6,680 shares; 2025Q1: 6,626 shares; 2025Q2: 6,270 shares; 2025Q3: 6,295 shares; 2025Q4: 6,151 shares 6,151 $270K 0.01% -144 Timeline CGHM 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: not reported; 2025Q3: 9,326 shares; 2025Q4: 10,599 shares 10,599 $270K 0.01% +1,273 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,683 shares; 2025Q4: 1,667 shares 1,667 $269K 0.01% -16 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,480 shares 10,480 $268K 0.01% new 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: 11,396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,643 shares; 2025Q4: 5,817 shares 5,817 $267K 0.01% +174 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,181 shares; 2025Q4: 5,219 shares 5,219 $264K 0.01% +38 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: 424 shares 424 $264K 0.01% +16 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,402 shares; 2025Q3: 14,835 shares; 2025Q4: 15,297 shares 15,297 $264K 0.01% +462 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,354 shares 2,354 $263K 0.01% new 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: 8,222 shares; 2024Q4: 8,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,321 shares 5,321 $263K 0.01% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,735 shares 3,735 $263K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,062 shares; 2025Q1: 9,016 shares; 2025Q2: 10,945 shares; 2025Q3: 7,134 shares; 2025Q4: 7,097 shares 7,097 $263K 0.01% -37 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,197 shares; 2024Q4: 16,948 shares; 2025Q1: 17,360 shares; 2025Q2: 14,882 shares; 2025Q3: 17,548 shares; 2025Q4: 17,492 shares 17,492 $263K 0.01% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,668 shares 5,668 $262K 0.01% new Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 7,615 shares 7,615 $262K 0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 885 shares; 2025Q1: 758 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 579 shares 579 $260K 0.01% -65 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,030 shares; 2025Q4: 7,905 shares 7,905 $259K 0.01% +875 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553 shares 553 $258K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,303 shares; 2025Q4: 3,147 shares 3,147 $258K 0.01% -156 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,160 shares 5,160 $257K 0.01% new Timeline ACWX 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: 3,547 shares; 2025Q4: 3,821 shares 3,821 $257K 0.01% +274 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: not reported; 2024Q4: 1,338 shares; 2025Q1: 1,412 shares; 2025Q2: 1,685 shares; 2025Q3: 2,256 shares; 2025Q4: 1,581 shares 1,581 $256K 0.01% -675 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: not reported; 2024Q4: not reported; 2025Q1: 16,188 shares; 2025Q2: not reported; 2025Q3: 3,859 shares; 2025Q4: 4,377 shares 4,377 $256K 0.01% +518 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 2,033 shares 2,033 $256K 0.01% new Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 5,437 shares; 2025Q1: 5,437 shares; 2025Q2: 3,831 shares; 2025Q3: 3,946 shares; 2025Q4: 3,815 shares 3,815 $256K 0.01% -131 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: 15,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,688 shares; 2025Q4: 3,870 shares 3,870 $255K 0.01% -818 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,001 shares; 2025Q4: 1,108 shares 1,108 $255K 0.01% +107 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP 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: 3,376 shares; 2025Q4: 3,478 shares 3,478 $254K 0.01% +102 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 1,618 shares; 2025Q3: not reported; 2025Q4: 1,710 shares 1,710 $254K 0.01% new 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: 9,752 shares; 2025Q1: 9,752 shares; 2025Q2: 9,752 shares; 2025Q3: 9,752 shares; 2025Q4: 9,752 shares 9,752 $254K 0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS 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: 1,596 shares; 2025Q4: 2,059 shares 2,059 $254K 0.01% +463 Timeline GII 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: 3,413 shares; 2025Q4: 3,623 shares 3,623 $253K 0.01% +210 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,719 shares; 2025Q1: 2,606 shares; 2025Q2: 1,774 shares; 2025Q3: 1,739 shares; 2025Q4: 1,778 shares 1,778 $253K 0.01% +39 Timeline NSEP 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: 392,719 shares; 2025Q1: 357,056 shares; 2025Q2: 326,032 shares; 2025Q3: 31,543 shares; 2025Q4: 8,634 shares 8,634 $252K 0.01% -22,909 Timeline R RYDER SYS INC More: the full row for RYDER 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: 1,322 shares; 2025Q4: 1,303 shares 1,303 $249K 0.01% -19 Timeline FNY 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: 2,989 shares; 2024Q4: 2,990 shares; 2025Q1: 2,869 shares; 2025Q2: 2,687 shares; 2025Q3: 2,620 shares; 2025Q4: 2,729 shares 2,729 $249K 0.01% +109 Timeline UDOW 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: 39,802 shares; 2024Q4: 33,748 shares; 2025Q1: not reported; 2025Q2: 23,932 shares; 2025Q3: 3,454 shares; 2025Q4: 4,296 shares 4,296 $249K 0.01% +842 Timeline ARGX ARGENX SE More: the full row for ARGENX 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: 295 shares 295 $248K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 2,907 shares 2,907 $248K 0.01% new Timeline CGCB 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: not reported; 2025Q3: 9,332 shares; 2025Q4: 9,332 shares 9,332 $247K 0.01% 0 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 21,513 shares; 2025Q4: 15,152 shares 15,152 $247K 0.01% -6,361 Timeline SUSC 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: 8,819 shares; 2025Q4: 10,545 shares 10,545 $247K 0.01% +1,726 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,508 shares; 2025Q4: 16,649 shares 16,649 $247K 0.01% +141 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,966 shares; 2025Q1: 2,962 shares; 2025Q2: 3,173 shares; 2025Q3: 3,382 shares; 2025Q4: 3,153 shares 3,153 $246K 0.01% -229 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY 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: not reported; 2025Q2: not reported; 2025Q3: 3,709 shares; 2025Q4: 3,845 shares 3,845 $245K 0.01% +136 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,338 shares 3,338 $244K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,794 shares 1,794 $243K 0.01% new Timeline SCHR 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: 8,312 shares; 2025Q1: not reported; 2025Q2: 13,489 shares; 2025Q3: 10,078 shares; 2025Q4: 9,697 shares 9,697 $243K 0.01% -381 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,826 shares 1,826 $242K 0.01% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares; 2025Q4: 5,860 shares 5,860 $242K 0.01% +727 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,733 shares; 2025Q4: 2,344 shares 2,344 $241K 0.01% -389 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016 shares; 2025Q4: 2,080 shares 2,080 $240K 0.01% +64 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,005 shares; 2025Q1: 1,027 shares; 2025Q2: 1,008 shares; 2025Q3: 910 shares; 2025Q4: 934 shares 934 $240K 0.01% +24 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,674 shares 1,674 $238K 0.01% new Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,321 shares; 2025Q3: 19,321 shares; 2025Q4: 19,321 shares 19,321 $238K 0.01% 0 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED 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: 5,326 shares 5,326 $237K 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: 11,432 shares; 2024Q4: 11,165 shares; 2025Q1: 13,733 shares; 2025Q2: 15,324 shares; 2025Q3: 6,822 shares; 2025Q4: 6,051 shares 6,051 $237K 0.01% -771 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,192 shares 20,192 $235K 0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,306 shares; 2025Q2: 1,147 shares; 2025Q3: 1,186 shares; 2025Q4: 1,168 shares 1,168 $235K 0.01% -18 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,195 shares; 2025Q4: 6,779 shares 6,779 $234K 0.01% -416 Timeline JQUA 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: 3,710 shares; 2025Q4: 3,692 shares 3,692 $233K 0.01% -18 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: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 142 shares; 2025Q3: 107 shares; 2025Q4: 108 shares 108 $232K 0.01% +1 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,960 shares; 2025Q4: 11,960 shares 11,960 $231K 0.01% 0 Timeline IBHG 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: 10,349 shares; 2025Q4: 10,349 shares 10,349 $231K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,987 shares; 2025Q3: 622 shares; 2025Q4: 657 shares 657 $230K 0.01% +35 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 2,515 shares; 2025Q1: 3,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,950 shares 1,950 $229K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,229 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,828 shares; 2025Q4: 17,394 shares 17,394 $228K 0.01% -434 Timeline XSHD 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: not reported; 2024Q4: not reported; 2025Q1: 16,726 shares; 2025Q2: 16,828 shares; 2025Q3: 17,707 shares; 2025Q4: 17,707 shares 17,707 $227K 0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,741 shares; 2025Q1: 9,712 shares; 2025Q2: 8,416 shares; 2025Q3: not reported; 2025Q4: 8,878 shares 8,878 $226K 0.01% new 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: 801 shares; 2025Q3: 1,019 shares; 2025Q4: 996 shares 996 $225K 0.01% -23 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: not reported; 2025Q2: not reported; 2025Q3: 20,187 shares; 2025Q4: 22,087 shares 22,087 $225K 0.01% +1,900 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,949 shares; 2024Q4: not reported; 2025Q1: 4,648 shares; 2025Q2: 5,049 shares; 2025Q3: 5,073 shares; 2025Q4: 5,073 shares 5,073 $225K 0.01% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,419 shares; 2025Q4: 2,294 shares 2,294 $224K 0.01% -125 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,343 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,892 shares 4,892 $224K 0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,487 shares; 2025Q1: 6,023 shares; 2025Q2: 5,950 shares; 2025Q3: 5,230 shares; 2025Q4: 5,511 shares 5,511 $223K 0.01% +281 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,524 shares; 2025Q4: 7,634 shares 7,634 $222K 0.01% +110 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,321 shares 3,321 $222K 0.01% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest 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: 769 shares 769 $222K 0.01% new Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,303 shares; 2025Q1: 4,387 shares; 2025Q2: not reported; 2025Q3: 4,355 shares; 2025Q4: 4,615 shares 4,615 $221K 0.01% +260 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA 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: 793 shares; 2025Q4: 852 shares 852 $220K 0.01% +59 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,469 shares; 2025Q1: 2,395 shares; 2025Q2: 2,237 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares 2,237 $220K 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: 1,373 shares; 2025Q1: 1,545 shares; 2025Q2: 1,544 shares; 2025Q3: not reported; 2025Q4: 1,203 shares 1,203 $220K 0.01% new Timeline SCLX SCILEX HOLDING CO More: the full row for SCILEX HOLDING 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: 17,989 shares; 2025Q4: 17,989 shares 17,989 $219K 0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,208 shares; 2025Q1: 1,321 shares; 2025Q2: 1,604 shares; 2025Q3: 1,767 shares; 2025Q4: 956 shares 956 $219K 0.01% -811 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,541 shares 1,541 $219K 0.01% new Timeline VCLT 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: 5,111 shares; 2025Q3: 3,222 shares; 2025Q4: 2,877 shares 2,877 $218K 0.01% -345 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest 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: 922 shares; 2025Q4: 786 shares 786 $217K 0.01% -136 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385 shares 385 $216K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares 1,285 $216K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,009 shares; 2025Q3: 6,151 shares; 2025Q4: 5,656 shares 5,656 $216K 0.01% -495 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,710 shares 2,710 $215K 0.01% new Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS 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: 8,749 shares; 2025Q4: 8,524 shares 8,524 $215K 0.01% -225 Timeline VGSH 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: 12,872 shares; 2024Q4: 13,383 shares; 2025Q1: 7,858 shares; 2025Q2: 6,222 shares; 2025Q3: 6,982 shares; 2025Q4: 3,649 shares 3,649 $214K 0.01% -3,333 Timeline EALT 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: 6,394 shares; 2025Q3: 7,238 shares; 2025Q4: 6,070 shares 6,070 $214K 0.01% -1,168 Timeline SKYW SKYWEST INC More: the full row for SKYWEST 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: 1,997 shares; 2025Q3: 2,058 shares; 2025Q4: 2,132 shares 2,132 $214K 0.01% +74 Timeline ZMAR 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: 7,732 shares; 2025Q3: 7,732 shares; 2025Q4: 7,732 shares 7,732 $213K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares 234 $212K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,220 shares 1,220 $210K 0.01% new Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,034 shares; 2024Q4: not reported; 2025Q1: 10,924 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,463 shares 11,463 $209K 0.01% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU 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: 5,719 shares; 2025Q4: 6,263 shares 6,263 $209K 0.01% +544 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,667 shares; 2025Q4: 1,599 shares 1,599 $209K 0.01% -68 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,206 shares 1,206 $209K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,360 shares 4,360 $206K 0.01% new Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,314 shares 17,314 $206K 0.01% new 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: not reported; 2024Q4: 8,934 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,378 shares 4,378 $206K 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: not reported; 2025Q3: not reported; 2025Q4: 6,159 shares 6,159 $206K 0.01% new Timeline AFLG 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: 5,259 shares 5,259 $206K 0.01% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 611 shares 611 $206K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 13,500 shares; 2025Q4: 17,525 shares 17,525 $204K <0.01% +4,025 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,139 shares 2,139 $203K <0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 678 shares 678 $202K <0.01% new Timeline METV 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: not reported; 2025Q2: not reported; 2025Q3: 10,988 shares; 2025Q4: 10,722 shares 10,722 $201K <0.01% -266 Timeline CAAA 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: 9,818 shares; 2025Q3: 9,818 shares; 2025Q4: 9,818 shares 9,818 $201K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,972 shares 1,972 $201K <0.01% new Timeline FTGS 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: 5,681 shares 5,681 $201K <0.01% new 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: 21,529 shares; 2024Q4: 23,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,374 shares; 2025Q4: 4,179 shares 4,179 $200K <0.01% -195 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares 935 $200K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,297 shares; 2025Q4: 2,234 shares 2,234 $200K <0.01% -63 Timeline MFLX 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: 14,848 shares; 2025Q1: 14,848 shares; 2025Q2: 14,848 shares; 2025Q3: 14,848 shares; 2025Q4: 10,186 shares 10,186 $173K <0.01% -4,662 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS 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: 14,500 shares; 2025Q4: 16,500 shares 16,500 $172K <0.01% +2,000 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest 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: 13,500 shares; 2025Q4: 15,300 shares 15,300 $171K <0.01% +1,800 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS 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: 13,500 shares; 2025Q4: 15,500 shares 15,500 $166K <0.01% +2,000 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT 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: 15,500 shares; 2025Q4: 17,000 shares 17,000 $163K <0.01% +1,500 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME 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: 13,500 shares; 2025Q4: 15,000 shares 15,000 $161K <0.01% +1,500 Timeline MAPS WM TECHNOLOGY INC More: the full row for WM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192,265 shares 192,265 $159K <0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest 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: 13,000 shares; 2025Q4: 13,000 shares 13,000 $156K <0.01% 0 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $154K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $152K <0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME 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: 15,000 shares; 2025Q4: 15,000 shares 15,000 $149K <0.01% 0 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,876 shares; 2024Q4: 11,876 shares; 2025Q1: 11,876 shares; 2025Q2: 11,176 shares; 2025Q3: 11,176 shares; 2025Q4: 11,176 shares 11,176 $142K <0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 12,548 shares; 2025Q1: 12,817 shares; 2025Q2: 13,099 shares; 2025Q3: 13,372 shares; 2025Q4: 13,811 shares 13,811 $131K <0.01% +439 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,327 shares; 2025Q3: 17,327 shares; 2025Q4: 17,327 shares 17,327 $109K <0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,903 shares; 2024Q4: 41,903 shares; 2025Q1: 41,903 shares; 2025Q2: 20,302 shares; 2025Q3: 20,302 shares; 2025Q4: 15,302 shares 15,302 $94.4K <0.01% -5,000 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,042 shares; 2025Q2: 19,721 shares; 2025Q3: 17,986 shares; 2025Q4: 17,986 shares 17,986 $90.3K <0.01% 0 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY 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: 45,000 shares; 2025Q4: 45,000 shares 45,000 $87.8K <0.01% 0 Timeline FURY FURY GOLD MINES LIMITED More: the full row for FURY GOLD MINES LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,207 shares; 2024Q4: 84,207 shares; 2025Q1: 84,207 shares; 2025Q2: 84,207 shares; 2025Q3: 84,207 shares; 2025Q4: 84,207 shares 84,207 $49.7K <0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK 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: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $47.5K <0.01% 0 Timeline SES SES AI CORPORATION More: the full row for SES AI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,347 shares 21,347 $38.4K <0.01% new Timeline ARBE ARBE ROBOTICS LTD More: the full row for ARBE ROBOTICS 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: 15,000 shares; 2025Q3: 10,000 shares; 2025Q4: 30,000 shares 30,000 $35.4K <0.01% +20,000 Timeline ONMD ONEMEDNET CORP More: the full row for ONEMEDNET 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: 23,050 shares; 2025Q4: 23,050 shares 23,050 $25.4K <0.01% 0 Timeline GEVO GEVO INC More: the full row for GEVO 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: 11,275 shares 11,275 $22.6K <0.01% new Timeline MRKR MARKER THERAPEUTICS INC More: the full row for MARKER 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: 10,000 shares; 2025Q4: 10,000 shares 10,000 $14.9K <0.01% 0 Timeline PSTV PLUS THERAPEUTICS INC More: the full row for PLUS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,913 shares 24,913 $12.8K <0.01% new Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI 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: 15,000 shares 15,000 $9.78K <0.01% new Timeline