DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,050 shares 2,050 $409K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,171 shares; 2025Q1: 2,092 shares; 2025Q2: 2,096 shares; 2025Q3: 2,110 shares 2,110 $407K 0.01% +14 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,936 shares; 2025Q1: 4,320 shares; 2025Q2: 4,306 shares; 2025Q3: 4,303 shares 4,303 $405K 0.01% -3 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,279 shares; 2025Q1: 6,635 shares; 2025Q2: 6,480 shares; 2025Q3: 6,031 shares 6,031 $403K 0.01% -449 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,737 shares; 2025Q1: 2,757 shares; 2025Q2: 2,745 shares; 2025Q3: 2,739 shares 2,739 $401K 0.01% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,493 shares; 2025Q1: 7,036 shares; 2025Q2: 9,135 shares; 2025Q3: 9,224 shares 9,224 $400K 0.01% +89 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,800 shares 2,800 $400K 0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 364 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,299 shares 3,299 $400K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,294 shares; 2025Q1: 17,945 shares; 2025Q2: 17,844 shares; 2025Q3: 12,907 shares 12,907 $398K 0.01% -4,937 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,456 shares; 2025Q1: 6,799 shares; 2025Q2: 8,529 shares; 2025Q3: 11,031 shares 11,031 $397K 0.01% +2,502 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,498 shares 8,498 $397K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: not reported; 2025Q2: 773 shares; 2025Q3: 933 shares 933 $397K 0.01% +160 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,613 shares 7,613 $395K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,605 shares; 2025Q1: 1,134 shares; 2025Q2: 1,647 shares; 2025Q3: 1,640 shares 1,640 $395K 0.01% -7 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,690 shares; 2025Q1: 28,676 shares; 2025Q2: not reported; 2025Q3: 5,826 shares 5,826 $394K 0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,484 shares; 2025Q1: 9,924 shares; 2025Q2: 9,894 shares; 2025Q3: 9,943 shares 9,943 $392K 0.01% +49 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,670 shares; 2025Q1: 3,194 shares; 2025Q2: 3,317 shares; 2025Q3: 3,152 shares 3,152 $390K 0.01% -165 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,193 shares; 2025Q1: 2,007 shares; 2025Q2: 1,176 shares; 2025Q3: 1,752 shares 1,752 $389K 0.01% +576 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,040 shares; 2025Q1: 8,275 shares; 2025Q2: 8,102 shares; 2025Q3: 7,625 shares 7,625 $388K 0.01% -477 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,390 shares; 2025Q1: 4,824 shares; 2025Q2: 4,461 shares; 2025Q3: 4,071 shares 4,071 $388K 0.01% -390 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,786 shares; 2025Q1: 5,424 shares; 2025Q2: 5,383 shares; 2025Q3: 3,871 shares 3,871 $387K 0.01% -1,512 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,994 shares; 2025Q1: 2,420 shares; 2025Q2: 6,760 shares; 2025Q3: 6,775 shares 6,775 $384K 0.01% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,512 shares; 2025Q1: 1,556 shares; 2025Q2: 1,569 shares; 2025Q3: 1,620 shares 1,620 $384K 0.01% +51 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,929 shares 4,929 $384K 0.01% new Timeline YJUN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,223 shares; 2025Q1: 15,223 shares; 2025Q2: 15,658 shares; 2025Q3: 15,223 shares 15,223 $382K 0.01% -435 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,606 shares; 2025Q1: 1,427 shares; 2025Q2: 1,421 shares; 2025Q3: 1,428 shares 1,428 $382K 0.01% +7 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,564 shares; 2025Q1: 5,592 shares; 2025Q2: 5,607 shares; 2025Q3: 6,376 shares 6,376 $378K 0.01% +769 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares 29,000 $375K 0.01% 0 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,333 shares; 2025Q1: 12,333 shares; 2025Q2: 12,333 shares; 2025Q3: 12,333 shares 12,333 $374K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,997 shares; 2025Q1: 6,599 shares; 2025Q2: 8,034 shares; 2025Q3: 7,710 shares 7,710 $373K 0.01% -324 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,458 shares; 2025Q1: 7,589 shares; 2025Q2: 6,944 shares; 2025Q3: 6,969 shares 6,969 $372K 0.01% +25 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,925 shares; 2025Q1: 6,925 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares 6,925 $369K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,494 shares; 2025Q1: 70,120 shares; 2025Q2: 29,501 shares; 2025Q3: 30,855 shares 30,855 $369K 0.01% +1,354 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,329 shares; 2025Q1: 5,073 shares; 2025Q2: 5,074 shares; 2025Q3: 5,651 shares 5,651 $368K 0.01% +577 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,027 shares; 2025Q1: 7,934 shares; 2025Q2: 7,090 shares; 2025Q3: 6,888 shares 6,888 $367K 0.01% -202 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,751 shares; 2025Q1: 12,167 shares; 2025Q2: 12,023 shares; 2025Q3: 12,102 shares 12,102 $366K 0.01% +79 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,385 shares; 2025Q1: 20,854 shares; 2025Q2: 15,430 shares; 2025Q3: 8,424 shares 8,424 $366K 0.01% -7,006 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,988 shares; 2025Q1: 3,778 shares; 2025Q2: 8,691 shares; 2025Q3: 10,278 shares 10,278 $365K 0.01% +1,587 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,454 shares; 2025Q1: 2,442 shares; 2025Q2: 3,782 shares; 2025Q3: 3,807 shares 3,807 $362K 0.01% +25 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: not reported; 2025Q2: 4,907 shares; 2025Q3: 4,909 shares 4,909 $359K 0.01% +2 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,862 shares; 2025Q1: 5,227 shares; 2025Q2: 8,905 shares; 2025Q3: 9,008 shares 9,008 $358K 0.01% +103 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,751 shares; 2025Q1: 2,736 shares; 2025Q2: 2,718 shares; 2025Q3: 2,873 shares 2,873 $358K 0.01% +155 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,589 shares; 2025Q2: 5,635 shares; 2025Q3: 3,541 shares 3,541 $358K 0.01% -2,094 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,106 shares; 2025Q1: 6,283 shares; 2025Q2: 6,322 shares; 2025Q3: 5,492 shares 5,492 $355K 0.01% -830 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,957 shares; 2025Q1: 18,540 shares; 2025Q2: 20,540 shares; 2025Q3: 15,124 shares 15,124 $354K 0.01% -5,416 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,460 shares; 2025Q3: 1,850 shares 1,850 $350K 0.01% +390 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,670 shares; 2025Q1: 30,311 shares; 2025Q2: 15,252 shares; 2025Q3: 15,600 shares 15,600 $350K 0.01% +348 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 4,984 shares; 2025Q3: 4,930 shares 4,930 $350K 0.01% -54 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,175 shares; 2025Q1: 4,165 shares; 2025Q2: 4,177 shares; 2025Q3: 4,189 shares 4,189 $350K 0.01% +12 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,357 shares; 2025Q1: 11,441 shares; 2025Q2: 2,491 shares; 2025Q3: 2,466 shares 2,466 $350K 0.01% -25 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,128 shares; 2025Q1: 3,524 shares; 2025Q2: 3,406 shares; 2025Q3: 1,952 shares 1,952 $349K 0.01% -1,454 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,952 shares; 2025Q1: 1,955 shares; 2025Q2: 1,893 shares; 2025Q3: 1,730 shares 1,730 $349K 0.01% -163 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,865 shares; 2025Q1: 2,910 shares; 2025Q2: 2,583 shares; 2025Q3: 2,480 shares 2,480 $347K 0.01% -103 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,870 shares; 2025Q1: 2,483 shares; 2025Q2: 1,223 shares; 2025Q3: 1,220 shares 1,220 $344K 0.01% -3 Timeline BSMU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,383 shares; 2025Q1: 43,883 shares; 2025Q2: 22,916 shares; 2025Q3: 15,681 shares 15,681 $344K 0.01% -7,235 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,409 shares; 2025Q1: 14,945 shares; 2025Q2: 14,945 shares; 2025Q3: 10,945 shares 10,945 $342K 0.01% -4,000 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,284 shares; 2025Q1: 1,484 shares; 2025Q2: 1,214 shares; 2025Q3: 803 shares 803 $342K 0.01% -411 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,697 shares; 2025Q3: 7,251 shares 7,251 $341K 0.01% -446 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,657 shares 9,657 $340K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,055 shares; 2025Q2: 1,059 shares; 2025Q3: 1,060 shares 1,060 $339K 0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,542 shares; 2025Q1: 205 shares; 2025Q2: 2,531 shares; 2025Q3: 2,540 shares 2,540 $339K 0.01% +9 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 706 shares; 2025Q1: not reported; 2025Q2: 5,045 shares; 2025Q3: 5,509 shares 5,509 $339K 0.01% +464 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 968 shares; 2025Q1: 1,068 shares; 2025Q2: 968 shares; 2025Q3: 812 shares 812 $337K 0.01% -156 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 444 shares; 2025Q1: 378 shares; 2025Q2: 427 shares; 2025Q3: 478 shares 478 $334K 0.01% +51 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,845 shares; 2025Q1: 4,619 shares; 2025Q2: 4,619 shares; 2025Q3: 4,814 shares 4,814 $331K 0.01% +195 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,074 shares; 2025Q1: 6,946 shares; 2025Q2: 7,167 shares; 2025Q3: 7,099 shares 7,099 $330K 0.01% -68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,276 shares; 2025Q1: 2,369 shares; 2025Q2: 3,233 shares; 2025Q3: 2,288 shares 2,288 $327K 0.01% -945 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,845 shares; 2025Q1: 45,960 shares; 2025Q2: 45,919 shares; 2025Q3: 53,458 shares 53,458 $327K 0.01% +7,539 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,358 shares; 2025Q1: 1,443 shares; 2025Q2: 1,384 shares; 2025Q3: 1,509 shares 1,509 $324K 0.01% +125 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,117 shares; 2025Q1: 7,755 shares; 2025Q2: 7,741 shares; 2025Q3: 4,311 shares 4,311 $321K 0.01% -3,430 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 789 shares; 2025Q1: 796 shares; 2025Q2: 660 shares; 2025Q3: 662 shares 662 $321K 0.01% +2 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 3,064 shares; 2025Q3: 3,159 shares 3,159 $318K 0.01% +95 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,621 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares 3,540 $318K 0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,102 shares; 2025Q1: 757 shares; 2025Q2: 1,094 shares; 2025Q3: 1,109 shares 1,109 $318K 0.01% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,208 shares; 2025Q1: 1,186 shares; 2025Q2: 1,181 shares; 2025Q3: 1,456 shares 1,456 $317K 0.01% +275 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,248 shares; 2025Q1: 5,007 shares; 2025Q2: 4,368 shares; 2025Q3: 5,192 shares 5,192 $317K 0.01% +824 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,919 shares; 2025Q1: 22,919 shares; 2025Q2: 22,919 shares; 2025Q3: 22,919 shares 22,919 $315K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,883 shares; 2025Q1: 1,884 shares; 2025Q2: 2,084 shares; 2025Q3: 2,220 shares 2,220 $314K 0.01% +136 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,069 shares; 2025Q1: 9,342 shares; 2025Q2: 9,285 shares; 2025Q3: 9,394 shares 9,394 $314K 0.01% +109 Timeline DJUN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,010 shares; 2025Q1: 6,862 shares; 2025Q2: 6,862 shares; 2025Q3: 6,709 shares 6,709 $312K 0.01% -153 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,914 shares; 2025Q1: 3,697 shares; 2025Q2: 3,642 shares; 2025Q3: 3,674 shares 3,674 $311K 0.01% +32 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,602 shares; 2025Q1: 3,384 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares 3,800 $310K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,729 shares; 2025Q1: 8,205 shares; 2025Q2: 4,681 shares; 2025Q3: 4,693 shares 4,693 $310K 0.01% +12 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,408 shares; 2025Q1: 120,076 shares; 2025Q2: 29,767 shares; 2025Q3: 9,415 shares 9,415 $310K 0.01% -20,352 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: not reported; 2025Q2: 10,236 shares; 2025Q3: 10,356 shares 10,356 $309K 0.01% +120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 1,654 shares; 2025Q2: 1,641 shares; 2025Q3: 1,603 shares 1,603 $306K 0.01% -38 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 593 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 513 shares 513 $306K 0.01% +65 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: not reported; 2025Q2: 918 shares; 2025Q3: 943 shares 943 $305K 0.01% +25 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,798 shares; 2025Q1: 2,937 shares; 2025Q2: 2,829 shares; 2025Q3: 2,761 shares 2,761 $305K 0.01% -68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,549 shares; 2025Q1: 2,556 shares; 2025Q2: 2,562 shares; 2025Q3: 2,571 shares 2,571 $305K 0.01% +9 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 829 shares; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: 1,708 shares 1,708 $304K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 405 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 527 shares 527 $298K 0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,026 shares 9,026 $296K 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares 1,510 $296K 0.01% new Timeline AVUS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares 2,718 $295K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 880 shares; 2025Q2: 882 shares; 2025Q3: 883 shares 883 $294K 0.01% +1 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: 927 shares; 2025Q3: 987 shares 987 $293K 0.01% +60 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,138 shares; 2025Q1: 5,005 shares; 2025Q2: 2,754 shares; 2025Q3: 2,759 shares 2,759 $293K 0.01% +5 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,228 shares 2,228 $292K 0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,035 shares; 2025Q1: 4,405 shares; 2025Q2: 4,178 shares; 2025Q3: 8,524 shares 8,524 $291K 0.01% +4,346 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,339 shares; 2025Q1: 123 shares; 2025Q2: 1,126 shares; 2025Q3: 1,127 shares 1,127 $291K 0.01% +1 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,577 shares; 2025Q1: 45,577 shares; 2025Q2: 45,577 shares; 2025Q3: 45,577 shares 45,577 $289K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,428 shares; 2025Q1: 89,078 shares; 2025Q2: 16,863 shares; 2025Q3: 16,801 shares 16,801 $288K 0.01% -62 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,682 shares; 2025Q1: 13,369 shares; 2025Q2: 14,545 shares; 2025Q3: 14,747 shares 14,747 $288K 0.01% +202 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 148 shares; 2025Q2: 1,563 shares; 2025Q3: 1,263 shares 1,263 $288K 0.01% -300 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 685 shares; 2025Q1: 6,766 shares; 2025Q2: 6,768 shares; 2025Q3: 6,770 shares 6,770 $288K 0.01% +2 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,835 shares; 2025Q1: 2,243 shares; 2025Q2: 2,443 shares; 2025Q3: 2,775 shares 2,775 $287K 0.01% +332 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,404 shares; 2025Q1: 69,143 shares; 2025Q2: 7,256 shares; 2025Q3: 7,286 shares 7,286 $286K 0.01% +30 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,636 shares; 2025Q1: 4,244 shares; 2025Q2: 4,491 shares; 2025Q3: 4,495 shares 4,495 $285K 0.01% +4 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares; 2025Q3: 3,404 shares 3,404 $284K 0.01% -560 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,315 shares; 2025Q2: 1,181 shares; 2025Q3: 1,012 shares 1,012 $283K 0.01% -169 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,029 shares 3,029 $282K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,604 shares; 2025Q1: 11,604 shares; 2025Q2: 10,213 shares; 2025Q3: 9,765 shares 9,765 $281K 0.01% -448 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,770 shares; 2025Q1: 111,770 shares; 2025Q2: 21,915 shares; 2025Q3: 21,932 shares 21,932 $281K 0.01% +17 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 2,735 shares; 2025Q2: 2,751 shares; 2025Q3: 2,207 shares 2,207 $280K 0.01% -544 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,086 shares; 2025Q1: 11,151 shares; 2025Q2: 5,277 shares; 2025Q3: 5,920 shares 5,920 $278K 0.01% +643 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,057 shares; 2025Q3: 3,061 shares 3,061 $278K 0.01% +4 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109 shares; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 2,987 shares 2,987 $276K 0.01% -564 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,017 shares 3,017 $276K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,389 shares; 2025Q1: 1,161 shares; 2025Q2: 1,213 shares; 2025Q3: 1,368 shares 1,368 $275K 0.01% +155 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,707 shares; 2025Q1: 1,909 shares; 2025Q2: 2,395 shares; 2025Q3: 2,259 shares 2,259 $274K 0.01% -136 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,945 shares; 2025Q1: 6,597 shares; 2025Q2: 6,612 shares; 2025Q3: 6,688 shares 6,688 $274K 0.01% +76 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,120 shares; 2025Q1: 1,071 shares; 2025Q2: 1,011 shares; 2025Q3: 1,162 shares 1,162 $274K 0.01% +151 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,897 shares; 2025Q1: 4,531 shares; 2025Q2: 4,224 shares; 2025Q3: 4,224 shares 4,224 $273K 0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,520 shares; 2025Q1: 17,476 shares; 2025Q2: 17,302 shares; 2025Q3: 15,936 shares 15,936 $271K 0.01% -1,366 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,360 shares; 2025Q1: 5,335 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares 5,335 $271K 0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,029 shares 16,029 $270K 0.01% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,176 shares 2,176 $269K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 3,045 shares; 2025Q3: 2,612 shares 2,612 $269K 0.01% -433 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,726 shares; 2025Q1: 2,744 shares; 2025Q2: 2,723 shares; 2025Q3: 2,813 shares 2,813 $268K 0.01% +90 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,414 shares; 2025Q1: 2,020 shares; 2025Q2: 973 shares; 2025Q3: 1,117 shares 1,117 $267K 0.01% +144 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,412 shares; 2025Q1: 3,454 shares; 2025Q2: 3,455 shares; 2025Q3: 3,310 shares 3,310 $267K 0.01% -145 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,216 shares; 2025Q1: 14,902 shares; 2025Q2: 11,802 shares; 2025Q3: 8,140 shares 8,140 $265K 0.01% -3,662 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 1,798 shares 1,798 $265K 0.01% -687 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,286 shares; 2025Q1: 10,895 shares; 2025Q2: 5,363 shares; 2025Q3: 4,731 shares 4,731 $264K 0.01% -632 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 1,342 shares 1,342 $263K 0.01% +33 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,204 shares; 2025Q2: 1,206 shares; 2025Q3: 1,255 shares 1,255 $263K 0.01% +49 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,406 shares; 2025Q1: not reported; 2025Q2: 2,754 shares; 2025Q3: 3,112 shares 3,112 $261K 0.01% +358 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,554 shares; 2025Q3: 4,554 shares 4,554 $259K 0.01% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,080 shares; 2025Q1: 26,080 shares; 2025Q2: 17,800 shares; 2025Q3: 17,800 shares 17,800 $257K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,037 shares; 2025Q1: 2,040 shares; 2025Q2: 2,025 shares; 2025Q3: 2,027 shares 2,027 $255K 0.01% +2 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,907 shares 1,907 $255K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,088 shares 2,088 $251K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,921 shares 3,921 $249K 0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,096 shares; 2025Q1: 16,255 shares; 2025Q2: 12,840 shares; 2025Q3: 12,910 shares 12,910 $249K 0.01% +70 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,960 shares; 2025Q1: 6,960 shares; 2025Q2: 6,960 shares; 2025Q3: 6,960 shares 6,960 $248K 0.01% 0 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,743 shares; 2025Q1: 10,811 shares; 2025Q2: 10,920 shares; 2025Q3: 11,025 shares 11,025 $248K 0.01% +105 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,589 shares; 2025Q1: 4,506 shares; 2025Q2: 3,342 shares; 2025Q3: 2,768 shares 2,768 $247K 0.01% -574 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,775 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares 3,434 $247K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 842 shares; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 827 shares 827 $246K 0.01% +1 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,048 shares; 2025Q1: 2,659 shares; 2025Q2: 1,421 shares; 2025Q3: 1,316 shares 1,316 $246K 0.01% -105 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,868 shares 9,868 $245K 0.01% new Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,466 shares; 2025Q1: 13,466 shares; 2025Q2: 13,466 shares; 2025Q3: 13,466 shares 13,466 $243K 0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,921 shares; 2025Q1: 4,074 shares; 2025Q2: 11,665 shares; 2025Q3: 4,067 shares 4,067 $239K 0.01% -7,598 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 216 shares; 2025Q1: not reported; 2025Q2: 10,526 shares; 2025Q3: 6,535 shares 6,535 $239K 0.01% -3,991 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,062 shares; 2025Q1: 4,918 shares; 2025Q2: 6,673 shares; 2025Q3: 6,673 shares 6,673 $238K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,446 shares; 2025Q1: not reported; 2025Q2: 14,439 shares; 2025Q3: 14,656 shares 14,656 $238K 0.01% +217 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,963 shares; 2025Q1: 3,988 shares; 2025Q2: not reported; 2025Q3: 2,495 shares 2,495 $236K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares 787 $236K 0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,981 shares 7,981 $236K 0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,574 shares; 2025Q1: 21,460 shares; 2025Q2: 7,357 shares; 2025Q3: 7,384 shares 7,384 $236K 0.01% +27 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,597 shares; 2025Q1: 9,597 shares; 2025Q2: 5,620 shares; 2025Q3: 5,640 shares 5,640 $236K 0.01% +20 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,466 shares; 2025Q1: 14,367 shares; 2025Q2: 11,138 shares; 2025Q3: 8,465 shares 8,465 $235K 0.01% -2,673 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,523 shares 9,523 $234K 0.01% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,151 shares 1,151 $234K 0.01% new Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,924 shares; 2025Q3: 13,004 shares 13,004 $233K 0.01% +80 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,414 shares; 2025Q1: not reported; 2025Q2: 6,414 shares; 2025Q3: 6,414 shares 6,414 $233K 0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,775 shares; 2025Q1: 6,798 shares; 2025Q2: 6,807 shares; 2025Q3: 4,604 shares 4,604 $233K 0.01% -2,203 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,512 shares; 2025Q1: 8,698 shares; 2025Q2: 8,214 shares; 2025Q3: 4,983 shares 4,983 $233K 0.01% -3,231 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,954 shares; 2025Q1: 13,176 shares; 2025Q2: 13,011 shares; 2025Q3: 11,860 shares 11,860 $230K 0.01% -1,151 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,006 shares; 2025Q1: not reported; 2025Q2: 2,713 shares; 2025Q3: 2,721 shares 2,721 $230K 0.01% +8 Timeline DIVI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,157 shares; 2025Q1: 6,157 shares; 2025Q2: 6,157 shares; 2025Q3: 6,157 shares 6,157 $230K 0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,502 shares; 2025Q1: 40,509 shares; 2025Q2: 13,434 shares; 2025Q3: 18,014 shares 18,014 $228K 0.01% +4,580 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,396 shares; 2025Q1: 2,145 shares; 2025Q2: 1,723 shares; 2025Q3: 1,726 shares 1,726 $227K 0.01% +3 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,690 shares; 2025Q3: 5,704 shares 5,704 $226K 0.01% +14 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,884 shares; 2025Q1: 2,871 shares; 2025Q2: 2,871 shares; 2025Q3: 2,503 shares 2,503 $224K 0.01% -368 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,169 shares; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: 1,247 shares 1,247 $223K 0.01% -10 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,936 shares; 2025Q1: 4,484 shares; 2025Q2: 4,093 shares; 2025Q3: 3,251 shares 3,251 $221K 0.01% -842 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,785 shares; 2025Q1: 1,779 shares; 2025Q2: 1,568 shares; 2025Q3: 1,620 shares 1,620 $219K 0.01% +52 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,854 shares 2,854 $218K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,947 shares; 2025Q1: 5,947 shares; 2025Q2: 5,959 shares; 2025Q3: 6,110 shares 6,110 $218K 0.01% +151 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,031 shares 5,031 $217K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,495 shares; 2025Q1: 4,141 shares; 2025Q2: 4,194 shares; 2025Q3: 4,286 shares 4,286 $215K 0.01% +92 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares 1,476 $215K 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares 225 $215K 0.01% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 4,199 shares 4,199 $213K 0.01% 0 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,429 shares; 2025Q1: 17,834 shares; 2025Q2: 10,523 shares; 2025Q3: 10,321 shares 10,321 $210K 0.01% -202 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,588 shares 4,588 $207K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 9,837 shares; 2025Q3: 8,244 shares 8,244 $206K 0.01% -1,593 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,894 shares 18,894 $203K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,282 shares; 2025Q1: 4,258 shares; 2025Q2: 4,226 shares; 2025Q3: 4,246 shares 4,246 $203K 0.01% +20 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,965 shares; 2025Q1: 36,852 shares; 2025Q2: not reported; 2025Q3: 8,844 shares 8,844 $203K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares 1,073 $202K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,413 shares; 2025Q1: 4,635 shares; 2025Q2: not reported; 2025Q3: 4,356 shares 4,356 $201K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,010 shares; 2025Q1: 2,014 shares; 2025Q2: not reported; 2025Q3: 1,803 shares 1,803 $201K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,329 shares; 2025Q1: 4,329 shares; 2025Q2: 4,997 shares; 2025Q3: 4,265 shares 4,265 $201K 0.01% -732 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,050 shares 20,050 $180K 0.01% new Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,577 shares; 2025Q1: 20,764 shares; 2025Q2: 20,747 shares; 2025Q3: 18,486 shares 18,486 $173K 0.01% -2,261 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,128 shares; 2025Q1: 30,178 shares; 2025Q2: 16,272 shares; 2025Q3: 16,708 shares 16,708 $172K 0.01% +436 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,287 shares; 2025Q1: 23,678 shares; 2025Q2: 11,669 shares; 2025Q3: 12,762 shares 12,762 $166K 0.01% +1,093 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,320 shares 10,320 $151K <0.01% new Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,892 shares; 2025Q1: 18,893 shares; 2025Q2: 16,066 shares; 2025Q3: 16,066 shares 16,066 $149K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,386 shares; 2025Q1: 52,884 shares; 2025Q2: 53,818 shares; 2025Q3: 54,437 shares 54,437 $143K <0.01% +619 Timeline PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares 100,000 $130K <0.01% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,293 shares 10,293 $129K <0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,821 shares; 2025Q1: 20,065 shares; 2025Q2: 14,367 shares; 2025Q3: 14,367 shares 14,367 $109K <0.01% 0 Timeline TELUS INTL CDA INC TELUS INTL CDA INC More: the full row for TELUS INTL CDA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,383 shares; 2025Q3: 23,368 shares 23,368 $105K <0.01% -15 LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,701 shares; 2025Q1: not reported; 2025Q2: 19,550 shares; 2025Q3: 19,550 shares 19,550 $102K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,677 shares; 2025Q1: 15,102 shares; 2025Q2: 12,904 shares; 2025Q3: 11,305 shares 11,305 $54.4K <0.01% -1,599 Timeline RPAY REPAY HLDGS CORP More: the full row for REPAY HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,175 shares; 2025Q1: 10,175 shares; 2025Q2: 10,175 shares; 2025Q3: 10,175 shares 10,175 $53.2K <0.01% 0 Timeline OABI OMNIAB INC More: the full row for OMNIAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,575 shares; 2025Q1: not reported; 2025Q2: 11,151 shares; 2025Q3: 10,704 shares 10,704 $17.1K <0.01% -447 Timeline