CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,756 shares; 2024Q4: 15,008 shares; 2025Q1: 14,632 shares; 2025Q2: 15,227 shares 15,227 $1.83M 0.02% +595 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,248 shares; 2024Q4: 41,125 shares; 2025Q1: 35,670 shares; 2025Q2: 37,704 shares 37,704 $1.83M 0.02% +2,034 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 8,902 shares; 2025Q1: 8,362 shares; 2025Q2: 8,334 shares 8,334 $1.83M 0.02% -28 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,181 shares; 2024Q4: 16,487 shares; 2025Q1: 42,952 shares; 2025Q2: 129,243 shares 129,243 $1.8M 0.02% +86,291 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,025 shares 61,025 $1.76M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,247 shares; 2024Q4: 52,268 shares; 2025Q1: 52,446 shares; 2025Q2: 54,794 shares 54,794 $1.76M 0.02% +2,348 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 7,087 shares; 2025Q1: not reported; 2025Q2: 51,007 shares 51,007 $1.75M 0.02% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,482 shares; 2024Q4: 52,172 shares; 2025Q1: 33,279 shares; 2025Q2: 34,779 shares 34,779 $1.73M 0.02% +1,500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,937 shares; 2024Q4: 181,851 shares; 2025Q1: 171,937 shares; 2025Q2: 158,844 shares 158,844 $1.72M 0.02% -13,093 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,757 shares; 2024Q4: 138,924 shares; 2025Q1: 138,509 shares; 2025Q2: 138,593 shares 138,593 $1.72M 0.02% +84 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,734 shares; 2024Q4: 22,744 shares; 2025Q1: 22,694 shares; 2025Q2: 20,694 shares 20,694 $1.72M 0.02% -2,000 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,880 shares; 2024Q4: 36,227 shares; 2025Q1: 36,103 shares; 2025Q2: 35,309 shares 35,309 $1.71M 0.02% -794 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,439 shares; 2025Q2: 70,046 shares 70,046 $1.71M 0.02% +1,607 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,048 shares; 2024Q4: 17,527 shares; 2025Q1: 17,454 shares; 2025Q2: 16,976 shares 16,976 $1.7M 0.02% -478 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 9,312 shares; 2025Q1: 9,641 shares; 2025Q2: 9,649 shares 9,649 $1.7M 0.02% +8 Timeline PWB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13,906 shares; 2025Q1: 15,286 shares; 2025Q2: 14,375 shares 14,375 $1.69M 0.02% -911 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,710 shares; 2024Q4: 24,999 shares; 2025Q1: 20,974 shares; 2025Q2: 18,019 shares 18,019 $1.69M 0.02% -2,955 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 13,842 shares; 2025Q1: 44,648 shares; 2025Q2: 57,699 shares 57,699 $1.68M 0.02% +13,051 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,755 shares; 2024Q4: 47,077 shares; 2025Q1: 46,364 shares; 2025Q2: 46,811 shares 46,811 $1.68M 0.02% +447 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 6,039 shares; 2025Q1: 25,467 shares; 2025Q2: 5,764 shares 5,764 $1.68M 0.02% -19,703 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,281 shares; 2024Q4: 15,597 shares; 2025Q1: 15,917 shares; 2025Q2: 14,744 shares 14,744 $1.68M 0.02% -1,173 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,706 shares; 2024Q4: 24,427 shares; 2025Q1: 24,160 shares; 2025Q2: 22,807 shares 22,807 $1.68M 0.02% -1,353 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,595 shares; 2024Q4: 25,903 shares; 2025Q1: 17,282 shares; 2025Q2: 16,085 shares 16,085 $1.67M 0.02% -1,197 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,674 shares; 2025Q1: 5,522 shares; 2025Q2: 5,470 shares 5,470 $1.66M 0.02% -52 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 12,855 shares; 2025Q1: 12,162 shares; 2025Q2: 13,916 shares 13,916 $1.66M 0.02% +1,754 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 8,275 shares; 2025Q1: 9,704 shares; 2025Q2: 8,167 shares 8,167 $1.64M 0.02% -1,537 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,631 shares; 2024Q4: 19,681 shares; 2025Q1: 19,768 shares; 2025Q2: 18,530 shares 18,530 $1.64M 0.02% -1,238 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 244 shares; 2025Q1: 261 shares; 2025Q2: 283 shares 283 $1.64M 0.02% +22 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,839 shares; 2024Q4: 19,976 shares; 2025Q1: 20,376 shares; 2025Q2: 21,190 shares 21,190 $1.6M 0.02% +814 Timeline FTCS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,223 shares; 2024Q4: 17,870 shares; 2025Q1: 15,820 shares; 2025Q2: 17,645 shares 17,645 $1.6M 0.02% +1,825 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,971 shares; 2024Q4: 15,901 shares; 2025Q1: 14,125 shares; 2025Q2: 12,353 shares 12,353 $1.6M 0.02% -1,772 Timeline ENSTAR GROUP LIMITED ENSTAR GROUP LIMITED More: the full row for ENSTAR GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,453 shares; 2025Q1: 2,663 shares; 2025Q2: 4,672 shares 4,672 $1.57M 0.02% +2,009 ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,031 shares; 2024Q4: 8,483 shares; 2025Q1: 11,149 shares; 2025Q2: 10,054 shares 10,054 $1.57M 0.02% -1,095 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,266 shares; 2024Q4: 87,746 shares; 2025Q1: 62,555 shares; 2025Q2: 52,262 shares 52,262 $1.56M 0.02% -10,293 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,326 shares; 2024Q4: 33,612 shares; 2025Q1: 31,481 shares; 2025Q2: 34,388 shares 34,388 $1.56M 0.02% +2,907 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,432 shares; 2024Q4: 19,380 shares; 2025Q1: 19,108 shares; 2025Q2: 18,389 shares 18,389 $1.55M 0.02% -719 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,626 shares; 2024Q4: 4,701 shares; 2025Q1: 4,809 shares; 2025Q2: 3,965 shares 3,965 $1.54M 0.02% -844 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,056 shares; 2024Q4: 6,199 shares; 2025Q1: 3,896 shares; 2025Q2: 4,396 shares 4,396 $1.54M 0.02% +500 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,686 shares; 2024Q4: 42,291 shares; 2025Q1: 41,737 shares; 2025Q2: 35,702 shares 35,702 $1.54M 0.02% -6,035 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,909 shares; 2024Q4: 14,056 shares; 2025Q1: 13,154 shares; 2025Q2: 14,328 shares 14,328 $1.54M 0.02% +1,174 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 14,962 shares; 2025Q1: 10,366 shares; 2025Q2: 9,985 shares 9,985 $1.53M 0.02% -381 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 20,356 shares; 2025Q1: 101,628 shares; 2025Q2: 17,584 shares 17,584 $1.53M 0.02% -84,044 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,479 shares; 2024Q4: 28,669 shares; 2025Q1: 21,611 shares; 2025Q2: 20,918 shares 20,918 $1.52M 0.02% -693 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,449 shares; 2025Q1: 5,423 shares; 2025Q2: 5,351 shares 5,351 $1.52M 0.02% -72 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,594 shares; 2024Q4: 18,813 shares; 2025Q1: 18,813 shares; 2025Q2: 18,813 shares 18,813 $1.51M 0.02% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 6,861 shares; 2025Q1: 6,435 shares; 2025Q2: 6,409 shares 6,409 $1.51M 0.02% -26 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 18,825 shares; 2025Q1: 18,825 shares; 2025Q2: 18,825 shares 18,825 $1.49M 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,594 shares; 2024Q4: 20,056 shares; 2025Q1: 20,498 shares; 2025Q2: 21,360 shares 21,360 $1.49M 0.02% +862 Timeline EQWL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,497 shares; 2025Q1: 11,178 shares; 2025Q2: 13,572 shares 13,572 $1.49M 0.02% +2,394 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,866 shares; 2024Q4: 24,207 shares; 2025Q1: 21,074 shares; 2025Q2: 19,999 shares 19,999 $1.49M 0.02% -1,075 Timeline FIXD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,800 shares; 2024Q4: 33,411 shares; 2025Q1: 33,423 shares; 2025Q2: 33,935 shares 33,935 $1.49M 0.02% +512 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,233 shares; 2024Q4: 33,123 shares; 2025Q1: 33,123 shares; 2025Q2: 32,746 shares 32,746 $1.49M 0.02% -377 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 35,089 shares; 2025Q1: 33,980 shares; 2025Q2: 34,449 shares 34,449 $1.48M 0.02% +469 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,464 shares 37,464 $1.48M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,869 shares; 2024Q4: 23,119 shares; 2025Q1: 22,538 shares; 2025Q2: 21,629 shares 21,629 $1.47M 0.02% -909 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,468 shares; 2024Q4: 12,522 shares; 2025Q1: 39,538 shares; 2025Q2: 14,550 shares 14,550 $1.47M 0.02% -24,988 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 13,193 shares; 2025Q1: 11,371 shares; 2025Q2: 11,100 shares 11,100 $1.47M 0.02% -271 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 10,539 shares; 2025Q1: 10,560 shares; 2025Q2: 10,464 shares 10,464 $1.47M 0.02% -96 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 2,463 shares; 2025Q1: 3,082 shares; 2025Q2: 2,747 shares 2,747 $1.47M 0.02% -335 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,047 shares; 2025Q2: 58,440 shares 58,440 $1.46M 0.02% +35,393 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,792 shares; 2024Q4: 82,747 shares; 2025Q1: 82,201 shares; 2025Q2: 81,551 shares 81,551 $1.45M 0.02% -650 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,128 shares; 2024Q4: 41,804 shares; 2025Q1: 38,974 shares; 2025Q2: 38,731 shares 38,731 $1.45M 0.02% -243 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,562 shares; 2024Q4: 40,722 shares; 2025Q1: 42,548 shares; 2025Q2: 45,595 shares 45,595 $1.44M 0.02% +3,047 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,411 shares; 2024Q4: 34,662 shares; 2025Q1: 35,211 shares; 2025Q2: 30,227 shares 30,227 $1.43M 0.01% -4,984 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,538 shares; 2024Q4: 82,775 shares; 2025Q1: 78,990 shares; 2025Q2: 68,194 shares 68,194 $1.42M 0.01% -10,796 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,952 shares; 2024Q4: 118,778 shares; 2025Q1: 106,196 shares; 2025Q2: 108,029 shares 108,029 $1.42M 0.01% +1,833 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,751 shares; 2025Q1: 10,751 shares; 2025Q2: 10,751 shares 10,751 $1.41M 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 3,914 shares; 2025Q1: 3,970 shares; 2025Q2: 4,378 shares 4,378 $1.41M 0.01% +408 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,547 shares; 2024Q4: 36,188 shares; 2025Q1: 38,381 shares; 2025Q2: 42,680 shares 42,680 $1.41M 0.01% +4,299 Timeline FTHI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,759 shares; 2024Q4: 68,061 shares; 2025Q1: 64,884 shares; 2025Q2: 61,563 shares 61,563 $1.41M 0.01% -3,321 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,486 shares; 2025Q1: 60,131 shares; 2025Q2: 35,204 shares 35,204 $1.4M 0.01% -24,927 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,997 shares; 2024Q4: 13,430 shares; 2025Q1: 13,565 shares; 2025Q2: 13,295 shares 13,295 $1.39M 0.01% -270 Timeline SPLV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,262 shares; 2024Q4: 18,693 shares; 2025Q1: 18,641 shares; 2025Q2: 18,868 shares 18,868 $1.37M 0.01% +227 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 1,503 shares; 2025Q1: 6,495 shares; 2025Q2: 1,708 shares 1,708 $1.37M 0.01% -4,787 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 4,592 shares; 2025Q1: 3,344 shares; 2025Q2: 3,329 shares 3,329 $1.36M 0.01% -15 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,089 shares; 2025Q1: 10,184 shares; 2025Q2: 10,214 shares 10,214 $1.36M 0.01% +30 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,066 shares; 2024Q4: 27,586 shares; 2025Q1: 20,625 shares; 2025Q2: 17,892 shares 17,892 $1.36M 0.01% -2,733 Timeline PBTP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,700 shares; 2024Q4: 59,900 shares; 2025Q1: 55,100 shares; 2025Q2: 52,100 shares 52,100 $1.35M 0.01% -3,000 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,644 shares; 2024Q4: 64,091 shares; 2025Q1: 64,139 shares; 2025Q2: 63,821 shares 63,821 $1.35M 0.01% -318 Timeline JCPB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,700 shares; 2024Q4: 33,987 shares; 2025Q1: 29,200 shares; 2025Q2: 28,685 shares 28,685 $1.35M 0.01% -515 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,673 shares; 2024Q4: 50,469 shares; 2025Q1: 45,704 shares; 2025Q2: 45,691 shares 45,691 $1.34M 0.01% -13 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,863 shares; 2024Q4: 73,341 shares; 2025Q1: 68,845 shares; 2025Q2: 49,124 shares 49,124 $1.31M 0.01% -19,721 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,893 shares; 2024Q4: 63,489 shares; 2025Q1: 44,410 shares; 2025Q2: 38,846 shares 38,846 $1.31M 0.01% -5,564 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,076 shares; 2024Q4: 20,485 shares; 2025Q1: 19,885 shares; 2025Q2: 19,985 shares 19,985 $1.31M 0.01% +100 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,654 shares; 2024Q4: 93,293 shares; 2025Q1: 99,778 shares; 2025Q2: 99,903 shares 99,903 $1.31M 0.01% +125 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,713 shares; 2024Q4: 66,142 shares; 2025Q1: 76,335 shares; 2025Q2: 67,505 shares 67,505 $1.29M 0.01% -8,830 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,042 shares; 2025Q1: 11,206 shares; 2025Q2: 11,375 shares 11,375 $1.28M 0.01% +169 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,069 shares; 2024Q4: 19,978 shares; 2025Q1: 17,941 shares; 2025Q2: 18,472 shares 18,472 $1.27M 0.01% +531 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,202 shares; 2024Q4: 17,198 shares; 2025Q1: 19,493 shares; 2025Q2: 15,737 shares 15,737 $1.27M 0.01% -3,756 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 5,030 shares; 2025Q1: 6,033 shares; 2025Q2: 6,037 shares 6,037 $1.27M 0.01% +4 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 4,482 shares; 2025Q1: 4,623 shares; 2025Q2: 8,422 shares 8,422 $1.27M 0.01% +3,799 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,392 shares; 2024Q4: 24,084 shares; 2025Q1: 13,715 shares; 2025Q2: 12,475 shares 12,475 $1.27M 0.01% -1,240 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,801 shares; 2024Q4: 31,582 shares; 2025Q1: 31,503 shares; 2025Q2: 31,464 shares 31,464 $1.27M 0.01% -39 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,942 shares; 2024Q4: 12,434 shares; 2025Q1: 9,208 shares; 2025Q2: 7,749 shares 7,749 $1.26M 0.01% -1,459 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 7,963 shares; 2025Q1: 5,572 shares; 2025Q2: 13,693 shares 13,693 $1.26M 0.01% +8,121 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,961 shares; 2024Q4: 56,602 shares; 2025Q1: 53,383 shares; 2025Q2: 48,859 shares 48,859 $1.25M 0.01% -4,524 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,767 shares 23,767 $1.25M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 7,094 shares; 2025Q1: 7,847 shares; 2025Q2: 9,101 shares 9,101 $1.24M 0.01% +1,254 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 13,576 shares; 2025Q1: 13,827 shares; 2025Q2: 13,584 shares 13,584 $1.24M 0.01% -243 Timeline RDVY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 17,605 shares; 2025Q1: 20,141 shares; 2025Q2: 19,696 shares 19,696 $1.24M 0.01% -445 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,991 shares; 2024Q4: 56,340 shares; 2025Q1: 52,140 shares; 2025Q2: 46,340 shares 46,340 $1.23M 0.01% -5,800 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,701 shares; 2024Q4: 39,565 shares; 2025Q1: 30,393 shares; 2025Q2: 29,820 shares 29,820 $1.23M 0.01% -573 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 3,339 shares; 2025Q1: 4,278 shares; 2025Q2: 17,080 shares 17,080 $1.23M 0.01% +12,802 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,318 shares; 2024Q4: 54,449 shares; 2025Q1: 24,051 shares; 2025Q2: 24,781 shares 24,781 $1.23M 0.01% +730 Timeline JMTG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,392 shares 24,392 $1.22M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 16,545 shares; 2025Q1: 17,122 shares; 2025Q2: 14,725 shares 14,725 $1.22M 0.01% -2,397 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 8,615 shares; 2025Q1: 8,626 shares; 2025Q2: 8,605 shares 8,605 $1.22M 0.01% -21 Timeline PEY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,349 shares; 2024Q4: 57,536 shares; 2025Q1: 60,066 shares; 2025Q2: 59,479 shares 59,479 $1.21M 0.01% -587 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,684 shares; 2024Q4: 33,574 shares; 2025Q1: 37,498 shares; 2025Q2: 40,445 shares 40,445 $1.21M 0.01% +2,947 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 7,365 shares; 2025Q1: 6,760 shares; 2025Q2: 6,892 shares 6,892 $1.2M 0.01% +132 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,488 shares; 2024Q4: 7,347 shares; 2025Q1: 7,384 shares; 2025Q2: 7,150 shares 7,150 $1.2M 0.01% -234 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 6,311 shares; 2025Q1: 6,251 shares; 2025Q2: 6,326 shares 6,326 $1.19M 0.01% +75 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 3,963 shares; 2025Q1: 4,117 shares; 2025Q2: 3,836 shares 3,836 $1.19M 0.01% -281 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,849 shares; 2024Q4: 74,084 shares; 2025Q1: not reported; 2025Q2: 64,746 shares 64,746 $1.19M 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 3,800 shares; 2025Q1: 5,336 shares; 2025Q2: 4,940 shares 4,940 $1.19M 0.01% -396 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,788 shares; 2024Q4: 55,223 shares; 2025Q1: 56,234 shares; 2025Q2: 56,395 shares 56,395 $1.18M 0.01% +161 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,426 shares; 2025Q1: 4,237 shares; 2025Q2: 3,890 shares 3,890 $1.18M 0.01% -347 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,303 shares; 2025Q2: 49,612 shares 49,612 $1.18M 0.01% +18,309 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 830 shares; 2025Q1: 719 shares; 2025Q2: 775 shares 775 $1.18M 0.01% +56 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 2,602 shares; 2025Q1: 3,849 shares; 2025Q2: 3,295 shares 3,295 $1.18M 0.01% -554 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,702 shares; 2024Q4: 16,533 shares; 2025Q1: 11,794 shares; 2025Q2: 9,932 shares 9,932 $1.17M 0.01% -1,862 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,252 shares; 2024Q4: 24,268 shares; 2025Q1: 24,270 shares; 2025Q2: 23,867 shares 23,867 $1.16M 0.01% -403 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,901 shares; 2024Q4: 28,731 shares; 2025Q1: 28,521 shares; 2025Q2: 28,172 shares 28,172 $1.16M 0.01% -349 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,376 shares; 2024Q4: 13,840 shares; 2025Q1: 14,938 shares; 2025Q2: 14,384 shares 14,384 $1.16M 0.01% -554 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,498 shares; 2025Q2: 74,231 shares 74,231 $1.16M 0.01% +23,733 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,663 shares; 2025Q1: 4,658 shares; 2025Q2: 4,661 shares 4,661 $1.15M 0.01% +3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,322 shares; 2024Q4: 28,284 shares; 2025Q1: 25,821 shares; 2025Q2: 22,142 shares 22,142 $1.15M 0.01% -3,679 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,148 shares; 2025Q1: 6,548 shares; 2025Q2: 7,076 shares 7,076 $1.14M 0.01% +528 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,980 shares; 2024Q4: 27,881 shares; 2025Q1: 27,882 shares; 2025Q2: 27,883 shares 27,883 $1.14M 0.01% +1 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,447 shares; 2024Q4: 46,453 shares; 2025Q1: not reported; 2025Q2: 40,809 shares 40,809 $1.14M 0.01% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 12,170 shares; 2025Q1: 12,170 shares; 2025Q2: 12,196 shares 12,196 $1.14M 0.01% +26 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,667 shares; 2024Q4: 8,127 shares; 2025Q1: 9,205 shares; 2025Q2: 8,899 shares 8,899 $1.13M 0.01% -306 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,799 shares; 2024Q4: 22,084 shares; 2025Q1: 22,248 shares; 2025Q2: 22,699 shares 22,699 $1.13M 0.01% +451 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,022 shares; 2025Q1: 2,055 shares; 2025Q2: 2,240 shares 2,240 $1.12M 0.01% +185 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,656 shares; 2024Q4: 26,317 shares; 2025Q1: 27,453 shares; 2025Q2: 27,618 shares 27,618 $1.12M 0.01% +165 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,259 shares; 2024Q4: 122,529 shares; 2025Q1: 121,479 shares; 2025Q2: 132,329 shares 132,329 $1.12M 0.01% +10,850 Timeline QQQM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 5,097 shares; 2025Q1: 5,049 shares; 2025Q2: 4,903 shares 4,903 $1.11M 0.01% -146 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 10,681 shares; 2025Q1: 10,999 shares; 2025Q2: 11,069 shares 11,069 $1.11M 0.01% +70 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,097 shares; 2025Q1: 1,974 shares; 2025Q2: 2,291 shares 2,291 $1.11M 0.01% +317 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,768 shares; 2025Q1: 12,768 shares; 2025Q2: 12,768 shares 12,768 $1.11M 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,313 shares; 2024Q4: 65,215 shares; 2025Q1: 55,157 shares; 2025Q2: 41,688 shares 41,688 $1.1M 0.01% -13,469 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,495 shares; 2024Q4: 42,957 shares; 2025Q1: 36,608 shares; 2025Q2: 22,951 shares 22,951 $1.1M 0.01% -13,657 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 6,218 shares; 2025Q1: 5,474 shares; 2025Q2: 7,540 shares 7,540 $1.1M 0.01% +2,066 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,664 shares; 2024Q4: 14,778 shares; 2025Q1: 13,300 shares; 2025Q2: 11,547 shares 11,547 $1.09M 0.01% -1,753 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,849 shares; 2024Q4: 23,451 shares; 2025Q1: 20,896 shares; 2025Q2: 19,778 shares 19,778 $1.09M 0.01% -1,118 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,870 shares; 2024Q4: 5,058 shares; 2025Q1: 7,521 shares; 2025Q2: 7,547 shares 7,547 $1.09M 0.01% +26 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,417 shares; 2024Q4: 41,540 shares; 2025Q1: 41,580 shares; 2025Q2: 41,859 shares 41,859 $1.08M 0.01% +279 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,523 shares; 2025Q2: 14,778 shares 14,778 $1.07M 0.01% +6,255 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,561 shares; 2024Q4: 12,401 shares; 2025Q1: 10,615 shares; 2025Q2: 8,349 shares 8,349 $1.07M 0.01% -2,266 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 6,446 shares; 2025Q1: 6,651 shares; 2025Q2: 8,829 shares 8,829 $1.07M 0.01% +2,178 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,330 shares; 2024Q4: 15,214 shares; 2025Q1: 15,190 shares; 2025Q2: 14,560 shares 14,560 $1.07M 0.01% -630 Timeline CCOR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,917 shares; 2024Q4: 41,428 shares; 2025Q1: 39,629 shares; 2025Q2: 39,657 shares 39,657 $1.07M 0.01% +28 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,174 shares; 2024Q4: 25,451 shares; 2025Q1: 21,534 shares; 2025Q2: 15,687 shares 15,687 $1.06M 0.01% -5,847 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 8,811 shares; 2025Q1: 8,803 shares; 2025Q2: 8,757 shares 8,757 $1.06M 0.01% -46 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,758 shares; 2024Q4: 22,191 shares; 2025Q1: 17,863 shares; 2025Q2: 15,437 shares 15,437 $1.06M 0.01% -2,426 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,102 shares; 2025Q1: 13,518 shares; 2025Q2: 13,628 shares 13,628 $1.05M 0.01% +110 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,001 shares; 2025Q1: 12,965 shares; 2025Q2: 22,073 shares 22,073 $1.05M 0.01% +9,108 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,950 shares; 2024Q4: 18,825 shares; 2025Q1: 20,776 shares; 2025Q2: 20,341 shares 20,341 $1.05M 0.01% -435 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,143 shares; 2024Q4: 177,331 shares; 2025Q1: 56,588 shares; 2025Q2: 39,113 shares 39,113 $1.05M 0.01% -17,475 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,173 shares; 2024Q4: 6,679 shares; 2025Q1: 8,011 shares; 2025Q2: 11,376 shares 11,376 $1.05M 0.01% +3,365 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,020 shares; 2024Q4: 6,269 shares; 2025Q1: 6,408 shares; 2025Q2: 6,312 shares 6,312 $1.05M 0.01% -96 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,863 shares 5,863 $1.05M 0.01% new Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,286 shares; 2025Q1: 2,863 shares; 2025Q2: 3,097 shares 3,097 $1.04M 0.01% +234 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,584 shares; 2025Q1: 2,344 shares; 2025Q2: 2,335 shares 2,335 $1.03M 0.01% -9 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,875 shares; 2024Q4: 122,000 shares; 2025Q1: 120,000 shares; 2025Q2: 108,900 shares 108,900 $1.03M 0.01% -11,100 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,687 shares; 2024Q4: 32,267 shares; 2025Q1: 28,988 shares; 2025Q2: 24,411 shares 24,411 $1.03M 0.01% -4,577 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: not reported; 2025Q1: 21,919 shares; 2025Q2: 21,938 shares 21,938 $1.02M 0.01% +19 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 7,039 shares; 2025Q1: 7,168 shares; 2025Q2: 7,040 shares 7,040 $1.02M 0.01% -128 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 18,548 shares; 2025Q1: 13,782 shares; 2025Q2: 10,121 shares 10,121 $1.01M 0.01% -3,661 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,018 shares; 2024Q4: 21,029 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000 $1.01M 0.01% 0 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,830 shares 37,830 $1M 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 7,986 shares; 2025Q1: 7,892 shares; 2025Q2: 7,528 shares 7,528 $997K 0.01% -364 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 8,472 shares; 2025Q1: 8,321 shares; 2025Q2: 8,055 shares 8,055 $995K 0.01% -266 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 20,053 shares; 2025Q1: 21,501 shares; 2025Q2: 22,034 shares 22,034 $995K 0.01% +533 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,513 shares; 2025Q1: 4,709 shares; 2025Q2: 4,170 shares 4,170 $994K 0.01% -539 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,299 shares; 2024Q4: 15,559 shares; 2025Q1: 14,112 shares; 2025Q2: 13,730 shares 13,730 $985K 0.01% -382 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,561 shares; 2024Q4: 14,777 shares; 2025Q1: 14,777 shares; 2025Q2: 14,777 shares 14,777 $984K 0.01% 0 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,931 shares; 2024Q4: 45,919 shares; 2025Q1: 46,184 shares; 2025Q2: 45,377 shares 45,377 $983K 0.01% -807 Timeline FXH 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,768 shares; 2025Q1: 9,772 shares; 2025Q2: 9,452 shares 9,452 $980K 0.01% -320 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 4,585 shares; 2025Q1: 4,854 shares; 2025Q2: 4,800 shares 4,800 $975K 0.01% -54 Timeline XLG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 16,810 shares; 2025Q1: 20,528 shares; 2025Q2: 18,462 shares 18,462 $962K 0.01% -2,066 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,592 shares; 2024Q4: 15,502 shares; 2025Q1: 15,502 shares; 2025Q2: 15,503 shares 15,503 $948K 0.01% +1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,121 shares; 2024Q4: 16,602 shares; 2025Q1: 19,287 shares; 2025Q2: 16,715 shares 16,715 $945K 0.01% -2,572 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,301 shares; 2025Q1: 13,155 shares; 2025Q2: 18,594 shares 18,594 $944K 0.01% +5,439 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,926 shares; 2024Q4: 40,120 shares; 2025Q1: 40,307 shares; 2025Q2: 111,001 shares 111,001 $935K 0.01% +70,694 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,067 shares; 2025Q1: 11,080 shares; 2025Q2: 11,030 shares 11,030 $932K 0.01% -50 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares 6,500 $925K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 7,741 shares; 2025Q1: 7,738 shares; 2025Q2: 7,966 shares 7,966 $910K 0.01% +228 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,109 shares; 2025Q1: 1,121 shares; 2025Q2: 1,144 shares 1,144 $910K 0.01% +23 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 311 shares; 2025Q1: 346 shares; 2025Q2: 348 shares 348 $910K 0.01% +2 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 21,170 shares; 2025Q1: 21,170 shares; 2025Q2: 25,404 shares 25,404 $905K 0.01% +4,234 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,532 shares; 2024Q4: 27,609 shares; 2025Q1: 38,274 shares; 2025Q2: 37,894 shares 37,894 $898K 0.01% -380 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,948 shares; 2024Q4: 10,751 shares; 2025Q1: 12,277 shares; 2025Q2: 11,794 shares 11,794 $894K 0.01% -483 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,775 shares; 2024Q4: 11,901 shares; 2025Q1: 13,402 shares; 2025Q2: 11,229 shares 11,229 $893K 0.01% -2,173 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 1,847 shares; 2025Q1: 1,758 shares; 2025Q2: 2,824 shares 2,824 $884K 0.01% +1,066 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,165 shares; 2024Q4: 18,237 shares; 2025Q1: 17,228 shares; 2025Q2: 18,688 shares 18,688 $881K 0.01% +1,460 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 4,595 shares; 2025Q1: 4,870 shares; 2025Q2: 7,870 shares 7,870 $880K 0.01% +3,000 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 9,658 shares; 2025Q1: 9,711 shares; 2025Q2: 9,668 shares 9,668 $880K 0.01% -43 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,564 shares; 2024Q4: 18,227 shares; 2025Q1: 15,794 shares; 2025Q2: 14,696 shares 14,696 $879K 0.01% -1,098 Timeline RSPH 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,050 shares; 2024Q4: 30,050 shares; 2025Q1: 30,050 shares; 2025Q2: 30,050 shares 30,050 $877K 0.01% 0 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,193 shares; 2025Q1: 43,354 shares; 2025Q2: 34,823 shares 34,823 $874K 0.01% -8,531 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,481 shares; 2024Q4: 11,811 shares; 2025Q1: 12,059 shares; 2025Q2: 11,765 shares 11,765 $873K 0.01% -294 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,882 shares; 2024Q4: 9,455 shares; 2025Q1: 9,548 shares; 2025Q2: 9,548 shares 9,548 $869K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 4,212 shares; 2025Q1: 5,959 shares; 2025Q2: 5,129 shares 5,129 $865K 0.01% -830 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,402 shares; 2024Q4: not reported; 2025Q1: 16,621 shares; 2025Q2: 18,267 shares 18,267 $865K 0.01% +1,646 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,915 shares; 2024Q4: 19,987 shares; 2025Q1: 19,887 shares; 2025Q2: 20,247 shares 20,247 $862K 0.01% +360 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,350 shares; 2024Q4: 16,000 shares; 2025Q1: 13,100 shares; 2025Q2: 10,050 shares 10,050 $861K 0.01% -3,050 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,304 shares; 2024Q4: 19,899 shares; 2025Q1: 18,366 shares; 2025Q2: 19,518 shares 19,518 $854K 0.01% +1,152 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,804 shares; 2024Q4: 54,663 shares; 2025Q1: 47,663 shares; 2025Q2: 44,537 shares 44,537 $852K 0.01% -3,126 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 7,693 shares; 2025Q1: 7,881 shares; 2025Q2: 7,925 shares 7,925 $851K 0.01% +44 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 13,667 shares; 2025Q1: 11,007 shares; 2025Q2: 11,479 shares 11,479 $850K 0.01% +472 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 15,499 shares; 2025Q1: 16,164 shares; 2025Q2: 26,613 shares 26,613 $846K 0.01% +10,449 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,298 shares; 2024Q4: 30,197 shares; 2025Q1: 30,197 shares; 2025Q2: 30,197 shares 30,197 $845K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,558 shares; 2024Q4: 11,120 shares; 2025Q1: 11,117 shares; 2025Q2: 10,417 shares 10,417 $844K 0.01% -700 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,319 shares; 2024Q4: 7,170 shares; 2025Q1: 6,585 shares; 2025Q2: 6,225 shares 6,225 $842K 0.01% -360 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: 25,000 shares 25,000 $842K 0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,722 shares; 2025Q1: 3,862 shares; 2025Q2: 3,609 shares 3,609 $835K 0.01% -253 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,369 shares; 2025Q1: 2,303 shares; 2025Q2: 3,017 shares 3,017 $831K 0.01% +714 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 4,609 shares; 2025Q1: 5,307 shares; 2025Q2: 4,819 shares 4,819 $831K 0.01% -488 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,529 shares; 2024Q4: 8,024 shares; 2025Q1: 7,948 shares; 2025Q2: 7,851 shares 7,851 $828K 0.01% -97 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,337 shares; 2025Q1: 3,218 shares; 2025Q2: 2,931 shares 2,931 $827K 0.01% -287 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,343 shares; 2024Q4: 53,508 shares; 2025Q1: 52,997 shares; 2025Q2: 84,247 shares 84,247 $825K 0.01% +31,250 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,998 shares; 2024Q4: 8,998 shares; 2025Q1: 8,998 shares; 2025Q2: 8,998 shares 8,998 $823K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,223 shares; 2025Q1: 1,040 shares; 2025Q2: 1,092 shares 1,092 $823K 0.01% +52 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,241 shares; 2024Q4: 13,993 shares; 2025Q1: 14,167 shares; 2025Q2: 18,137 shares 18,137 $819K 0.01% +3,970 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,166 shares; 2024Q4: 66,416 shares; 2025Q1: 59,083 shares; 2025Q2: 51,783 shares 51,783 $809K 0.01% -7,300 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,727 shares; 2024Q4: 16,129 shares; 2025Q1: 15,104 shares; 2025Q2: 17,888 shares 17,888 $808K 0.01% +2,784 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 1,802 shares; 2025Q1: 2,353 shares; 2025Q2: 1,994 shares 1,994 $806K 0.01% -359 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,517 shares; 2024Q4: 22,515 shares; 2025Q1: 30,801 shares; 2025Q2: 31,865 shares 31,865 $806K 0.01% +1,064 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 6,067 shares; 2025Q1: 6,067 shares; 2025Q2: 6,044 shares 6,044 $804K 0.01% -23 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 7,289 shares; 2025Q1: 7,168 shares; 2025Q2: 7,813 shares 7,813 $801K 0.01% +645 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,770 shares; 2024Q4: 14,567 shares; 2025Q1: 13,862 shares; 2025Q2: 13,843 shares 13,843 $800K 0.01% -19 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,803 shares; 2024Q4: 7,850 shares; 2025Q1: 9,919 shares; 2025Q2: 13,067 shares 13,067 $799K 0.01% +3,148 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,892 shares; 2024Q4: 32,730 shares; 2025Q1: 32,735 shares; 2025Q2: 32,536 shares 32,536 $798K 0.01% -199 IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,887 shares; 2024Q4: 47,910 shares; 2025Q1: 41,612 shares; 2025Q2: 34,274 shares 34,274 $796K 0.01% -7,338 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,734 shares; 2024Q4: 25,418 shares; 2025Q1: 25,418 shares; 2025Q2: 25,418 shares 25,418 $795K 0.01% 0 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,253 shares; 2024Q4: 22,237 shares; 2025Q1: 46,138 shares; 2025Q2: 54,804 shares 54,804 $782K 0.01% +8,666 Timeline ENTERPRISE BANCORP INC MASS… ENTERPRISE BANCORP INC MASS COM More: the full row for ENTERPRISE BANCORP INC MASS COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,701 shares; 2024Q4: 19,701 shares; 2025Q1: 19,701 shares; 2025Q2: 19,701 shares 19,701 $781K 0.01% 0 PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 8,888 shares; 2025Q1: 8,795 shares; 2025Q2: 8,208 shares 8,208 $780K 0.01% -587 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 6,354 shares; 2025Q1: 7,047 shares; 2025Q2: 6,868 shares 6,868 $779K 0.01% -179 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,586 shares; 2024Q4: 19,510 shares; 2025Q1: 22,170 shares; 2025Q2: 22,973 shares 22,973 $774K 0.01% +803 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 18,890 shares; 2025Q1: 16,943 shares; 2025Q2: 15,723 shares 15,723 $771K 0.01% -1,220 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,238 shares; 2024Q4: 31,724 shares; 2025Q1: 33,935 shares; 2025Q2: 30,410 shares 30,410 $771K 0.01% -3,525 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,493 shares; 2025Q1: 4,765 shares; 2025Q2: 6,529 shares 6,529 $763K 0.01% +1,764 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,867 shares; 2024Q4: 12,590 shares; 2025Q1: 12,511 shares; 2025Q2: 13,173 shares 13,173 $759K 0.01% +662 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,206 shares; 2024Q4: 7,342 shares; 2025Q1: 9,309 shares; 2025Q2: 8,862 shares 8,862 $758K 0.01% -447 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 3,579 shares; 2025Q1: 3,830 shares; 2025Q2: 3,908 shares 3,908 $757K 0.01% +78 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,124 shares; 2025Q2: 8,068 shares 8,068 $755K 0.01% +2,944 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 753 shares; 2025Q1: 1,330 shares; 2025Q2: 1,479 shares 1,479 $753K 0.01% +149 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,230 shares; 2025Q2: 12,213 shares 12,213 $752K 0.01% -17 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,870 shares; 2025Q1: 4,694 shares; 2025Q2: 4,444 shares 4,444 $751K 0.01% -250 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 5,283 shares; 2025Q1: 5,000 shares; 2025Q2: 5,430 shares 5,430 $746K 0.01% +430 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,146 shares; 2025Q1: 2,937 shares; 2025Q2: 2,968 shares 2,968 $745K 0.01% +31 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 12,649 shares; 2025Q1: 12,500 shares; 2025Q2: 10,429 shares 10,429 $743K 0.01% -2,071 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,605 shares; 2024Q4: 20,710 shares; 2025Q1: 19,491 shares; 2025Q2: 17,053 shares 17,053 $742K 0.01% -2,438 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,263 shares; 2024Q4: 16,265 shares; 2025Q1: 16,323 shares; 2025Q2: 16,530 shares 16,530 $739K 0.01% +207 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,400 shares 52,400 $737K 0.01% new Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,461 shares 17,461 $736K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,834 shares; 2025Q1: 1,817 shares; 2025Q2: 2,212 shares 2,212 $735K 0.01% +395 Timeline BSMQ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,373 shares; 2024Q4: 31,379 shares; 2025Q1: 31,385 shares; 2025Q2: 31,179 shares 31,179 $735K 0.01% -206 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,846 shares; 2024Q4: 31,568 shares; 2025Q1: 27,397 shares; 2025Q2: 25,633 shares 25,633 $734K 0.01% -1,764 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,400 shares; 2024Q4: 9,581 shares; 2025Q1: 45,051 shares; 2025Q2: 54,666 shares 54,666 $734K 0.01% +9,615 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,531 shares; 2024Q4: 8,084 shares; 2025Q1: 8,702 shares; 2025Q2: 8,027 shares 8,027 $732K 0.01% -675 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 22,845 shares; 2025Q1: 22,845 shares; 2025Q2: 22,845 shares 22,845 $731K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 2,983 shares; 2025Q1: 1,452 shares; 2025Q2: 1,424 shares 1,424 $730K 0.01% -28 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,444 shares; 2025Q1: 3,329 shares; 2025Q2: 3,339 shares 3,339 $730K 0.01% +10 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,709 shares; 2024Q4: 17,709 shares; 2025Q1: 17,543 shares; 2025Q2: 17,543 shares 17,543 $729K 0.01% 0 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,205 shares; 2024Q4: 28,405 shares; 2025Q1: 25,805 shares; 2025Q2: 23,030 shares 23,030 $727K 0.01% -2,775 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,724 shares; 2024Q4: 18,054 shares; 2025Q1: 18,890 shares; 2025Q2: 16,803 shares 16,803 $726K 0.01% -2,087 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,197 shares; 2024Q4: 22,197 shares; 2025Q1: 21,484 shares; 2025Q2: 21,484 shares 21,484 $721K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 887 shares; 2025Q1: 1,063 shares; 2025Q2: 938 shares 938 $720K 0.01% -125 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,283 shares; 2024Q4: 14,153 shares; 2025Q1: 14,203 shares; 2025Q2: 13,971 shares 13,971 $719K 0.01% -232 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,293 shares; 2024Q4: 13,257 shares; 2025Q1: 13,018 shares; 2025Q2: 12,794 shares 12,794 $717K 0.01% -224 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,295 shares; 2025Q2: 42,814 shares 42,814 $716K 0.01% -3,481 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,574 shares; 2025Q2: 10,186 shares 10,186 $710K 0.01% +1,612 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,872 shares; 2024Q4: 45,872 shares; 2025Q1: 45,872 shares; 2025Q2: 45,872 shares 45,872 $710K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,571 shares; 2024Q4: 16,459 shares; 2025Q1: 16,021 shares; 2025Q2: 17,165 shares 17,165 $709K 0.01% +1,144 Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,445 shares; 2025Q1: 24,848 shares; 2025Q2: 29,530 shares 29,530 $709K 0.01% +4,682 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,501 shares; 2025Q1: 1,460 shares; 2025Q2: 1,194 shares 1,194 $708K 0.01% -266 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 8,134 shares; 2025Q1: 8,097 shares; 2025Q2: 16,693 shares 16,693 $704K 0.01% +8,596 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 3,054 shares; 2025Q1: 2,465 shares; 2025Q2: 3,159 shares 3,159 $704K 0.01% +694 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 864 shares; 2025Q1: 871 shares; 2025Q2: 843 shares 843 $698K 0.01% -28 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,265 shares; 2024Q4: 11,752 shares; 2025Q1: 11,755 shares; 2025Q2: 11,759 shares 11,759 $697K 0.01% +4 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,284 shares; 2024Q4: 13,990 shares; 2025Q1: 13,602 shares; 2025Q2: 15,316 shares 15,316 $694K 0.01% +1,714 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,967 shares; 2024Q4: 30,967 shares; 2025Q1: 30,967 shares; 2025Q2: 62,372 shares 62,372 $694K 0.01% +31,405 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 15,408 shares; 2025Q1: 13,535 shares; 2025Q2: 14,042 shares 14,042 $691K 0.01% +507 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,081 shares 31,081 $689K 0.01% new OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,155 shares; 2024Q4: 32,091 shares; 2025Q1: 81,045 shares; 2025Q2: 50,352 shares 50,352 $688K 0.01% -30,693 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 10,809 shares; 2025Q1: 14,124 shares; 2025Q2: 13,667 shares 13,667 $686K 0.01% -457 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,400 shares; 2024Q4: 117,329 shares; 2025Q1: 116,929 shares; 2025Q2: 114,929 shares 114,929 $686K 0.01% -2,000 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 5,963 shares; 2025Q1: 5,846 shares; 2025Q2: 5,762 shares 5,762 $683K 0.01% -84 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,726 shares; 2024Q4: 17,887 shares; 2025Q1: 8,266 shares; 2025Q2: 7,721 shares 7,721 $674K 0.01% -545 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 12,030 shares; 2025Q1: 12,030 shares; 2025Q2: 11,890 shares 11,890 $672K 0.01% -140 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 7,526 shares; 2025Q1: 8,675 shares; 2025Q2: 10,315 shares 10,315 $671K 0.01% +1,640 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 5,053 shares; 2025Q1: 5,273 shares; 2025Q2: 5,195 shares 5,195 $668K 0.01% -78 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,928 shares; 2024Q4: 21,089 shares; 2025Q1: 19,777 shares; 2025Q2: 20,401 shares 20,401 $665K 0.01% +624 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,643 shares; 2025Q1: 2,591 shares; 2025Q2: 2,549 shares 2,549 $661K 0.01% -42 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,516 shares; 2024Q4: 10,472 shares; 2025Q1: 10,610 shares; 2025Q2: 10,419 shares 10,419 $658K 0.01% -191 Timeline JMST 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 7,506 shares; 2025Q1: 8,005 shares; 2025Q2: 12,858 shares 12,858 $655K 0.01% +4,853 Timeline FMAR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 14,600 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares 14,600 $655K 0.01% 0 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,011 shares; 2024Q4: 10,011 shares; 2025Q1: 10,011 shares; 2025Q2: 10,011 shares 10,011 $651K 0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,839 shares; 2024Q4: 30,828 shares; 2025Q1: 30,171 shares; 2025Q2: 31,257 shares 31,257 $646K 0.01% +1,086 HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,024 shares; 2024Q4: 24,823 shares; 2025Q1: 25,110 shares; 2025Q2: 26,349 shares 26,349 $645K 0.01% +1,239 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,155 shares; 2024Q4: 13,125 shares; 2025Q1: 13,125 shares; 2025Q2: 13,125 shares 13,125 $642K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,577 shares; 2024Q4: 7,694 shares; 2025Q1: 9,170 shares; 2025Q2: 9,544 shares 9,544 $640K 0.01% +374 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,387 shares; 2024Q4: 6,144 shares; 2025Q1: 7,393 shares; 2025Q2: 6,038 shares 6,038 $638K 0.01% -1,355 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,950 shares; 2025Q2: 18,450 shares 18,450 $633K 0.01% -2,500 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 5,061 shares; 2025Q1: 5,182 shares; 2025Q2: 5,382 shares 5,382 $631K 0.01% +200 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 2,809 shares; 2025Q1: 3,469 shares; 2025Q2: 3,433 shares 3,433 $630K 0.01% -36 Timeline AVSC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,266 shares; 2024Q4: 25,855 shares; 2025Q1: 16,173 shares; 2025Q2: 12,080 shares 12,080 $623K 0.01% -4,093 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,857 shares; 2024Q4: 17,113 shares; 2025Q1: 25,694 shares; 2025Q2: 27,596 shares 27,596 $621K 0.01% +1,902 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 1,357 shares; 2025Q1: 1,447 shares; 2025Q2: 2,001 shares 2,001 $617K 0.01% +554 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,191 shares; 2024Q4: 28,184 shares; 2025Q1: 27,650 shares; 2025Q2: 26,849 shares 26,849 $616K 0.01% -801 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 7,110 shares; 2025Q1: 7,110 shares; 2025Q2: 7,110 shares 7,110 $614K 0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,024 shares; 2024Q4: 12,104 shares; 2025Q1: 12,104 shares; 2025Q2: 12,104 shares 12,104 $614K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,200 shares; 2025Q1: 5,847 shares; 2025Q2: 5,996 shares 5,996 $613K 0.01% +149 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,597 shares; 2024Q4: 58,641 shares; 2025Q1: 36,119 shares; 2025Q2: 29,511 shares 29,511 $612K 0.01% -6,608 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 6,907 shares; 2025Q1: 6,266 shares; 2025Q2: 6,781 shares 6,781 $611K 0.01% +515 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 6,138 shares; 2025Q1: 6,138 shares; 2025Q2: 6,138 shares 6,138 $611K 0.01% 0 Timeline VIPER ENERGY INC-CL A VIPER ENERGY INC-CL A More: the full row for VIPER ENERGY INC-CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,955 shares 15,955 $608K 0.01% new SGHC SUPER GROUP SGHC LIMITED More: the full row for SUPER GROUP SGHC LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,436 shares; 2024Q4: 100,436 shares; 2025Q1: 100,436 shares; 2025Q2: 55,436 shares 55,436 $608K 0.01% -45,000 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,198 shares; 2024Q4: 23,843 shares; 2025Q1: 26,289 shares; 2025Q2: 13,131 shares 13,131 $606K 0.01% -13,158 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 447 shares; 2025Q1: 460 shares; 2025Q2: 6,688 shares 6,688 $603K 0.01% +6,228 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 6,133 shares; 2025Q1: 6,061 shares; 2025Q2: 6,777 shares 6,777 $601K 0.01% +716 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,577 shares; 2024Q4: 28,712 shares; 2025Q1: 26,534 shares; 2025Q2: 26,521 shares 26,521 $601K 0.01% -13 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,349 shares; 2025Q1: 16,868 shares; 2025Q2: 15,406 shares 15,406 $600K 0.01% -1,462 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: not reported; 2025Q1: 1,298 shares; 2025Q2: 1,584 shares 1,584 $599K 0.01% +286 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,116 shares; 2024Q4: 12,937 shares; 2025Q1: 13,135 shares; 2025Q2: 13,751 shares 13,751 $597K 0.01% +616 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 4,977 shares; 2025Q1: 4,989 shares; 2025Q2: 4,700 shares 4,700 $596K 0.01% -289 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,303 shares; 2024Q4: 18,359 shares; 2025Q1: 23,389 shares; 2025Q2: 23,464 shares 23,464 $596K 0.01% +75 Timeline FXL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,080 shares; 2025Q2: 3,780 shares 3,780 $595K 0.01% -300 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 1,490 shares; 2025Q1: 1,784 shares; 2025Q2: 1,978 shares 1,978 $593K 0.01% +194 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,917 shares; 2024Q4: 21,423 shares; 2025Q1: 20,101 shares; 2025Q2: 19,318 shares 19,318 $593K 0.01% -783 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,158 shares; 2024Q4: 18,877 shares; 2025Q1: 32,484 shares; 2025Q2: 18,639 shares 18,639 $592K 0.01% -13,845 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 20,583 shares; 2025Q1: 27,737 shares; 2025Q2: 22,671 shares 22,671 $590K 0.01% -5,066 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,308 shares; 2024Q4: 13,440 shares; 2025Q1: 14,581 shares; 2025Q2: 23,078 shares 23,078 $586K 0.01% +8,497 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8,354 shares; 2025Q1: 8,257 shares; 2025Q2: 8,271 shares 8,271 $585K 0.01% +14 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,111 shares; 2024Q4: 17,111 shares; 2025Q1: 14,049 shares; 2025Q2: 31,717 shares 31,717 $580K 0.01% +17,668 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 13,903 shares; 2025Q1: 22,457 shares; 2025Q2: 21,909 shares 21,909 $568K 0.01% -548 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,576 shares; 2024Q4: 50,576 shares; 2025Q1: 49,422 shares; 2025Q2: 45,061 shares 45,061 $564K 0.01% -4,361 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 8,195 shares; 2025Q1: 8,195 shares; 2025Q2: 8,515 shares 8,515 $564K 0.01% +320 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,072 shares; 2024Q4: 41,277 shares; 2025Q1: 41,977 shares; 2025Q2: 40,239 shares 40,239 $560K 0.01% -1,738 Timeline LMBS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,935 shares; 2024Q4: 12,252 shares; 2025Q1: 11,988 shares; 2025Q2: 11,266 shares 11,266 $555K 0.01% -722 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 5,024 shares; 2025Q1: 5,044 shares; 2025Q2: 4,391 shares 4,391 $549K 0.01% -653 Timeline INCO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,610 shares; 2024Q4: 10,047 shares; 2025Q1: 7,546 shares; 2025Q2: 8,455 shares 8,455 $549K 0.01% +909 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 2,288 shares; 2025Q1: 2,254 shares; 2025Q2: 2,255 shares 2,255 $548K 0.01% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 3,301 shares; 2025Q1: 3,286 shares; 2025Q2: 3,170 shares 3,170 $546K 0.01% -116 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,422 shares; 2024Q4: 58,655 shares; 2025Q1: 58,477 shares; 2025Q2: 59,872 shares 59,872 $545K 0.01% +1,395 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,280 shares; 2024Q4: 8,571 shares; 2025Q1: 8,654 shares; 2025Q2: 8,555 shares 8,555 $544K 0.01% -99 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,147 shares; 2025Q1: 4,186 shares; 2025Q2: 4,206 shares 4,206 $544K 0.01% +20 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,449 shares; 2025Q1: 1,450 shares; 2025Q2: 1,451 shares 1,451 $544K 0.01% +1 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,202 shares; 2024Q4: 8,601 shares; 2025Q1: 8,281 shares; 2025Q2: 10,261 shares 10,261 $542K 0.01% +1,980 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,623 shares 13,623 $542K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,258 shares 9,258 $540K 0.01% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,203 shares; 2024Q4: 25,500 shares; 2025Q1: 24,398 shares; 2025Q2: 23,115 shares 23,115 $540K 0.01% -1,283 MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,043 shares; 2024Q4: 18,171 shares; 2025Q1: 18,125 shares; 2025Q2: 15,642 shares 15,642 $538K 0.01% -2,483 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 2,641 shares; 2025Q1: 3,081 shares; 2025Q2: 3,086 shares 3,086 $531K 0.01% +5 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,864 shares; 2024Q4: 34,479 shares; 2025Q1: 33,079 shares; 2025Q2: 19,799 shares 19,799 $525K 0.01% -13,280 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,259 shares; 2024Q4: 14,004 shares; 2025Q1: 14,025 shares; 2025Q2: 18,979 shares 18,979 $520K 0.01% +4,954 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 810 shares; 2025Q1: 1,322 shares; 2025Q2: 899 shares 899 $518K 0.01% -423 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 5,530 shares; 2025Q1: 5,487 shares; 2025Q2: 8,494 shares 8,494 $516K 0.01% +3,007 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2,954 shares; 2025Q1: 2,954 shares; 2025Q2: 2,965 shares 2,965 $514K 0.01% +11 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,855 shares 1,855 $513K 0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,515 shares; 2024Q4: 19,515 shares; 2025Q1: 19,515 shares; 2025Q2: 19,050 shares 19,050 $512K 0.01% -465 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 6,541 shares; 2025Q1: 6,256 shares; 2025Q2: 5,080 shares 5,080 $512K 0.01% -1,176 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,562 shares; 2025Q2: 34,366 shares 34,366 $510K 0.01% +8,804 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 9,091 shares; 2025Q1: 8,473 shares; 2025Q2: 6,696 shares 6,696 $508K 0.01% -1,777 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,371 shares; 2025Q1: 12,571 shares; 2025Q2: 12,609 shares 12,609 $507K 0.01% +38 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: 2,760 shares 2,760 $506K 0.01% -665 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: 5,405 shares; 2025Q1: 5,444 shares; 2025Q2: 5,204 shares 5,204 $500K 0.01% -240 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,617 shares; 2024Q4: 14,748 shares; 2025Q1: 16,396 shares; 2025Q2: 15,695 shares 15,695 $499K 0.01% -701 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 2,069 shares; 2025Q1: 2,059 shares; 2025Q2: 2,052 shares 2,052 $498K 0.01% -7 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,742 shares; 2024Q4: 12,660 shares; 2025Q1: 9,253 shares; 2025Q2: 8,928 shares 8,928 $497K 0.01% -325 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 5,447 shares; 2025Q1: 5,698 shares; 2025Q2: 5,701 shares 5,701 $495K 0.01% +3 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,850 shares; 2025Q1: 83,655 shares; 2025Q2: 96,355 shares 96,355 $493K 0.01% +12,700 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,108 shares; 2024Q4: 49,629 shares; 2025Q1: 46,762 shares; 2025Q2: 44,875 shares 44,875 $493K 0.01% -1,887 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 20,200 shares; 2025Q1: 20,200 shares; 2025Q2: 19,700 shares 19,700 $493K 0.01% -500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,207 shares; 2025Q1: 735 shares; 2025Q2: 898 shares 898 $493K 0.01% +163 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,577 shares; 2025Q1: 13,577 shares; 2025Q2: 13,577 shares 13,577 $485K 0.01% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 10,884 shares; 2025Q1: 10,884 shares; 2025Q2: 10,639 shares 10,639 $485K 0.01% -245 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,602 shares; 2024Q4: 27,695 shares; 2025Q1: 28,032 shares; 2025Q2: 20,423 shares 20,423 $485K 0.01% -7,609 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares 40,000 $484K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 4,530 shares; 2025Q1: 4,503 shares; 2025Q2: 4,072 shares 4,072 $481K 0.01% -431 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 5,633 shares; 2025Q1: 5,502 shares; 2025Q2: 5,506 shares 5,506 $480K 0.01% +4 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,263 shares; 2025Q1: 9,088 shares; 2025Q2: 9,604 shares 9,604 $479K 0.01% +516 Timeline VOOV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,538 shares; 2025Q2: 2,538 shares 2,538 $479K 0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,631 shares; 2024Q4: 19,631 shares; 2025Q1: 19,631 shares; 2025Q2: 18,980 shares 18,980 $469K <0.01% -651 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,438 shares 22,438 $467K <0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares 4,845 $465K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 15,350 shares; 2025Q1: 15,350 shares; 2025Q2: 15,350 shares 15,350 $464K <0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,522 shares; 2024Q4: 15,058 shares; 2025Q1: 15,068 shares; 2025Q2: 15,563 shares 15,563 $464K <0.01% +495 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 427 shares; 2025Q1: 612 shares; 2025Q2: 4,130 shares 4,130 $461K <0.01% +3,518 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,002 shares; 2025Q1: 1,995 shares; 2025Q2: 1,995 shares 1,995 $459K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 7,185 shares; 2025Q1: 7,186 shares; 2025Q2: 7,037 shares 7,037 $459K <0.01% -149 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,353 shares; 2024Q4: 11,013 shares; 2025Q1: 10,807 shares; 2025Q2: 10,767 shares 10,767 $459K <0.01% -40 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,555 shares; 2025Q1: 2,549 shares; 2025Q2: 2,551 shares 2,551 $458K <0.01% +2 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,628 shares 22,628 $457K <0.01% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 5,020 shares; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares 4,235 $457K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,130 shares; 2025Q1: 2,172 shares; 2025Q2: 2,086 shares 2,086 $455K <0.01% -86 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares 5,500 $453K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,625 shares; 2025Q1: 5,563 shares; 2025Q2: 5,434 shares 5,434 $452K <0.01% -129 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,280 shares; 2024Q4: 16,280 shares; 2025Q1: 16,431 shares; 2025Q2: 16,280 shares 16,280 $450K <0.01% -151 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 1,769 shares; 2025Q1: 1,869 shares; 2025Q2: 1,853 shares 1,853 $450K <0.01% -16 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 2,065 shares; 2025Q1: 2,023 shares; 2025Q2: 1,688 shares 1,688 $450K <0.01% -335 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 7,311 shares; 2025Q1: 7,311 shares; 2025Q2: 5,911 shares 5,911 $443K <0.01% -1,400 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,458 shares; 2025Q1: 1,432 shares; 2025Q2: 1,405 shares 1,405 $441K <0.01% -27 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,323 shares; 2024Q4: 12,218 shares; 2025Q1: 12,358 shares; 2025Q2: 12,033 shares 12,033 $439K <0.01% -325 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,805 shares; 2024Q4: 12,810 shares; 2025Q1: 12,810 shares; 2025Q2: 12,815 shares 12,815 $439K <0.01% +5 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,966 shares; 2024Q4: 21,799 shares; 2025Q1: 21,967 shares; 2025Q2: 47,467 shares 47,467 $436K <0.01% +25,500 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares 1,820 $432K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,145 shares; 2025Q1: 1,149 shares; 2025Q2: 1,055 shares 1,055 $431K <0.01% -94 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 6,459 shares; 2025Q1: 8,135 shares; 2025Q2: 6,463 shares 6,463 $429K <0.01% -1,672 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,001 shares; 2024Q4: 7,405 shares; 2025Q1: 7,408 shares; 2025Q2: 6,842 shares 6,842 $429K <0.01% -566 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,427 shares; 2024Q4: 6,927 shares; 2025Q1: 6,927 shares; 2025Q2: 6,927 shares 6,927 $428K <0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,495 shares; 2024Q4: 6,732 shares; 2025Q1: 6,484 shares; 2025Q2: 6,543 shares 6,543 $428K <0.01% +59 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 3,611 shares; 2025Q1: 3,625 shares; 2025Q2: 3,340 shares 3,340 $428K <0.01% -285 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 8,167 shares; 2025Q1: 5,363 shares; 2025Q2: 5,363 shares 5,363 $425K <0.01% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,703 shares; 2025Q1: 16,742 shares; 2025Q2: 16,833 shares 16,833 $425K <0.01% +91 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 24,198 shares; 2025Q1: 29,592 shares; 2025Q2: 29,592 shares 29,592 $423K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,102 shares; 2025Q1: 4,532 shares; 2025Q2: 4,189 shares 4,189 $423K <0.01% -343 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,469 shares; 2024Q4: 26,286 shares; 2025Q1: 24,953 shares; 2025Q2: 22,682 shares 22,682 $422K <0.01% -2,271 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,232 shares; 2025Q1: 2,214 shares; 2025Q2: 2,164 shares 2,164 $422K <0.01% -50 Timeline SPDN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,100 shares; 2024Q4: 109,100 shares; 2025Q1: 88,650 shares; 2025Q2: 40,650 shares 40,650 $419K <0.01% -48,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,503 shares; 2025Q1: 1,514 shares; 2025Q2: 1,593 shares 1,593 $418K <0.01% +79 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,225 shares; 2025Q1: 6,025 shares; 2025Q2: 8,775 shares 8,775 $418K <0.01% +2,750 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,213 shares; 2025Q1: 2,212 shares; 2025Q2: 2,263 shares 2,263 $415K <0.01% +51 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,397 shares; 2025Q1: 1,404 shares; 2025Q2: 1,185 shares 1,185 $414K <0.01% -219 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,697 shares; 2025Q1: 2,965 shares; 2025Q2: 2,682 shares 2,682 $413K <0.01% -283 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,550 shares; 2025Q1: 127,050 shares; 2025Q2: 211,950 shares 211,950 $413K <0.01% +84,900 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,280 shares; 2024Q4: 9,472 shares; 2025Q1: 9,505 shares; 2025Q2: 11,235 shares 11,235 $413K <0.01% +1,730 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,828 shares; 2024Q4: 8,408 shares; 2025Q1: 5,923 shares; 2025Q2: 5,747 shares 5,747 $413K <0.01% -176 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 5,523 shares; 2025Q1: 5,523 shares; 2025Q2: 5,616 shares 5,616 $412K <0.01% +93 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,022 shares; 2025Q1: 1,986 shares; 2025Q2: 2,088 shares 2,088 $412K <0.01% +102 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,206 shares; 2025Q1: 6,242 shares; 2025Q2: 6,206 shares 6,206 $409K <0.01% -36 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,907 shares; 2025Q1: 11,022 shares; 2025Q2: 11,022 shares 11,022 $409K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 2,349 shares; 2025Q1: 2,272 shares; 2025Q2: 2,262 shares 2,262 $408K <0.01% -10 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,906 shares; 2024Q4: 15,686 shares; 2025Q1: 15,186 shares; 2025Q2: 11,983 shares 11,983 $407K <0.01% -3,203 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 6,000 shares; 2025Q1: 4,447 shares; 2025Q2: 4,636 shares 4,636 $407K <0.01% +189 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 6,314 shares; 2025Q1: 6,234 shares; 2025Q2: 9,734 shares 9,734 $407K <0.01% +3,500 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,749 shares; 2024Q4: not reported; 2025Q1: 4,382 shares; 2025Q2: 5,034 shares 5,034 $405K <0.01% +652 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,742 shares; 2024Q4: 10,259 shares; 2025Q1: 10,035 shares; 2025Q2: 11,942 shares 11,942 $405K <0.01% +1,907 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,941 shares; 2025Q1: 5,602 shares; 2025Q2: 5,604 shares 5,604 $405K <0.01% +2 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,514 shares 4,514 $404K <0.01% new Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 2,657 shares; 2025Q1: 2,727 shares; 2025Q2: 2,903 shares 2,903 $402K <0.01% +176 IVOO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,487 shares; 2025Q1: 3,472 shares; 2025Q2: 3,813 shares 3,813 $400K <0.01% +341 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 109 shares; 2025Q1: 132 shares; 2025Q2: 107 shares 107 $397K <0.01% -25 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,425 shares; 2024Q4: 16,251 shares; 2025Q1: 16,904 shares; 2025Q2: 17,350 shares 17,350 $394K <0.01% +446 Timeline IFLN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,200 shares; 2024Q4: 22,100 shares; 2025Q1: 21,300 shares; 2025Q2: 21,300 shares 21,300 $393K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 320 shares; 2025Q1: 386 shares; 2025Q2: 377 shares 377 $393K <0.01% -9 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,707 shares 5,707 $391K <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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,527 shares; 2025Q1: 1,515 shares; 2025Q2: 1,528 shares 1,528 $391K <0.01% +13 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: 2,908 shares 2,908 $391K <0.01% -459 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 6,717 shares; 2025Q1: 6,401 shares; 2025Q2: 6,203 shares 6,203 $390K <0.01% -198 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,374 shares 1,374 $385K <0.01% -17 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,149 shares; 2025Q1: 1,237 shares; 2025Q2: 1,568 shares 1,568 $383K <0.01% +331 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,110 shares; 2025Q1: 1,526 shares; 2025Q2: 1,470 shares 1,470 $383K <0.01% -56 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,330 shares; 2025Q2: 4,130 shares 4,130 $382K <0.01% +800 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 4,928 shares; 2025Q1: 4,940 shares; 2025Q2: 4,139 shares 4,139 $381K <0.01% -801 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,316 shares; 2024Q4: 16,322 shares; 2025Q1: 16,328 shares; 2025Q2: 16,122 shares 16,122 $378K <0.01% -206 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,462 shares; 2024Q4: 4,377 shares; 2025Q1: 3,648 shares; 2025Q2: 5,071 shares 5,071 $378K <0.01% +1,423 Timeline FSEP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,811 shares; 2025Q1: 8,511 shares; 2025Q2: 7,841 shares 7,841 $376K <0.01% -670 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,243 shares; 2025Q1: 1,322 shares; 2025Q2: 1,296 shares 1,296 $373K <0.01% -26 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,398 shares; 2024Q4: 8,345 shares; 2025Q1: 8,057 shares; 2025Q2: 8,029 shares 8,029 $372K <0.01% -28 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 14,350 shares; 2025Q1: 14,240 shares; 2025Q2: 12,237 shares 12,237 $371K <0.01% -2,003 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,264 shares; 2025Q1: 4,536 shares; 2025Q2: 4,541 shares 4,541 $369K <0.01% +5 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 6,880 shares; 2025Q1: 4,889 shares; 2025Q2: 4,889 shares 4,889 $369K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,928 shares; 2025Q1: 3,109 shares; 2025Q2: 2,869 shares 2,869 $369K <0.01% -240 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,411 shares; 2024Q4: 3,108 shares; 2025Q1: 3,062 shares; 2025Q2: 1,549 shares 1,549 $368K <0.01% -1,513 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,588 shares; 2024Q4: 24,287 shares; 2025Q1: 24,352 shares; 2025Q2: 19,116 shares 19,116 $368K <0.01% -5,236 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,520 shares; 2025Q1: 6,545 shares; 2025Q2: 6,075 shares 6,075 $367K <0.01% -470 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 8,154 shares; 2025Q1: 8,154 shares; 2025Q2: 8,239 shares 8,239 $366K <0.01% +85 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 3,601 shares; 2025Q1: 3,601 shares; 2025Q2: 3,692 shares 3,692 $365K <0.01% +91 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 6,292 shares; 2025Q1: 5,547 shares; 2025Q2: 5,758 shares 5,758 $364K <0.01% +211 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,881 shares; 2024Q4: 14,981 shares; 2025Q1: 14,981 shares; 2025Q2: 14,981 shares 14,981 $363K <0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 805 shares 805 $363K <0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,446 shares 7,446 $362K <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 665 shares 665 $357K <0.01% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 6,963 shares; 2025Q1: 6,894 shares; 2025Q2: 6,804 shares 6,804 $350K <0.01% -90 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 4,963 shares; 2025Q1: 4,324 shares; 2025Q2: 4,362 shares 4,362 $349K <0.01% +38 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 12,516 shares; 2025Q1: 12,572 shares; 2025Q2: 12,496 shares 12,496 $348K <0.01% -76 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,739 shares; 2024Q4: 14,475 shares; 2025Q1: 4,519 shares; 2025Q2: 4,671 shares 4,671 $348K <0.01% +152 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,315 shares 4,315 $346K <0.01% new Timeline XMMO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,361 shares; 2025Q1: 2,364 shares; 2025Q2: 2,667 shares 2,667 $343K <0.01% +303 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,011 shares 3,011 $341K <0.01% +11 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,596 shares; 2025Q1: 3,600 shares; 2025Q2: 3,551 shares 3,551 $341K <0.01% -49 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 21,918 shares; 2025Q1: 21,918 shares; 2025Q2: 21,918 shares 21,918 $339K <0.01% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares 3,005 $339K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 935 shares; 2025Q1: 867 shares; 2025Q2: 1,036 shares 1,036 $338K <0.01% +169 Timeline DNOV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 7,840 shares; 2025Q1: 7,540 shares; 2025Q2: 7,540 shares 7,540 $337K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 2,044 shares; 2025Q1: 1,973 shares; 2025Q2: 1,862 shares 1,862 $337K <0.01% -111 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,022 shares; 2025Q1: 2,409 shares; 2025Q2: 2,409 shares 2,409 $335K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,284 shares; 2024Q4: 6,555 shares; 2025Q1: 6,378 shares; 2025Q2: 6,156 shares 6,156 $335K <0.01% -222 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,547 shares; 2024Q4: 12,547 shares; 2025Q1: 9,975 shares; 2025Q2: 9,537 shares 9,537 $334K <0.01% -438 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,045 shares; 2024Q4: 9,676 shares; 2025Q1: 9,143 shares; 2025Q2: 9,030 shares 9,030 $333K <0.01% -113 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,573 shares; 2025Q2: 12,573 shares 12,573 $333K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,184 shares; 2025Q1: 8,333 shares; 2025Q2: 8,261 shares 8,261 $333K <0.01% -72 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,236 shares; 2024Q4: 14,664 shares; 2025Q1: 14,993 shares; 2025Q2: 15,456 shares 15,456 $332K <0.01% +463 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: 6,446 shares; 2025Q1: 6,174 shares; 2025Q2: 5,591 shares 5,591 $332K <0.01% -583 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,409 shares; 2024Q4: 8,819 shares; 2025Q1: 11,255 shares; 2025Q2: 8,554 shares 8,554 $328K <0.01% -2,701 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,817 shares; 2024Q4: 3,980 shares; 2025Q1: 4,141 shares; 2025Q2: 4,317 shares 4,317 $328K <0.01% +176 Timeline