VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 7,477 shares; 2025Q1: 6,384 shares; 2025Q2: 5,650 shares; 2025Q3: 8,125 shares; 2025Q4: 8,928 shares 8,928 $1.99M 0.02% +803 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,201 shares; 2024Q4: 82,375 shares; 2025Q1: 84,780 shares; 2025Q2: 87,765 shares; 2025Q3: 89,430 shares; 2025Q4: 89,709 shares 89,709 $1.99M 0.02% +279 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,837 shares; 2024Q4: 28,628 shares; 2025Q1: 32,810 shares; 2025Q2: 31,397 shares; 2025Q3: 26,266 shares; 2025Q4: 25,024 shares 25,024 $1.99M 0.02% -1,242 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,699 shares; 2025Q1: 1,608 shares; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: 11,725 shares 11,725 $1.98M 0.02% +10,305 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,631 shares 77,631 $1.98M 0.02% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,373 shares; 2025Q3: 21,848 shares; 2025Q4: 17,379 shares 17,379 $1.98M 0.02% -4,469 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,605 shares; 2024Q4: 8,771 shares; 2025Q1: 12,192 shares; 2025Q2: 15,549 shares; 2025Q3: 19,487 shares; 2025Q4: 19,030 shares 19,030 $1.97M 0.02% -457 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 2,378 shares; 2025Q1: 2,201 shares; 2025Q2: not reported; 2025Q3: 13,192 shares; 2025Q4: 20,340 shares 20,340 $1.96M 0.02% +7,148 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,423 shares; 2024Q4: 12,524 shares; 2025Q1: 18,912 shares; 2025Q2: 21,174 shares; 2025Q3: 22,546 shares; 2025Q4: 21,717 shares 21,717 $1.94M 0.02% -829 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,749 shares; 2024Q4: 109,890 shares; 2025Q1: 108,867 shares; 2025Q2: 118,574 shares; 2025Q3: 117,545 shares; 2025Q4: 118,902 shares 118,902 $1.94M 0.02% +1,357 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,849 shares; 2024Q4: 19,966 shares; 2025Q1: 23,748 shares; 2025Q2: 25,486 shares; 2025Q3: 33,619 shares; 2025Q4: 32,242 shares 32,242 $1.94M 0.02% -1,377 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,706 shares; 2024Q4: 62,865 shares; 2025Q1: 33,247 shares; 2025Q2: 52,330 shares; 2025Q3: 86,049 shares; 2025Q4: 121,969 shares 121,969 $1.93M 0.02% +35,920 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,815 shares; 2024Q4: 33,745 shares; 2025Q1: 38,607 shares; 2025Q2: 39,022 shares; 2025Q3: 39,635 shares; 2025Q4: 41,470 shares 41,470 $1.93M 0.02% +1,835 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,264 shares; 2025Q1: 19,642 shares; 2025Q2: 21,572 shares; 2025Q3: 25,513 shares; 2025Q4: 29,714 shares 29,714 $1.93M 0.02% +4,201 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,586 shares; 2025Q3: 67,513 shares; 2025Q4: 64,985 shares 64,985 $1.93M 0.02% -2,528 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,202 shares; 2024Q4: 134,991 shares; 2025Q1: 80,254 shares; 2025Q2: 66,492 shares; 2025Q3: 62,970 shares; 2025Q4: 43,443 shares 43,443 $1.93M 0.02% -19,527 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 3,015 shares; 2025Q1: not reported; 2025Q2: 9,388 shares; 2025Q3: 19,984 shares; 2025Q4: 24,731 shares 24,731 $1.93M 0.02% +4,747 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,382 shares; 2024Q4: 16,995 shares; 2025Q1: not reported; 2025Q2: 26,764 shares; 2025Q3: 29,238 shares; 2025Q4: 35,647 shares 35,647 $1.92M 0.02% +6,409 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 10,569 shares; 2025Q1: 10,485 shares; 2025Q2: 18,972 shares; 2025Q3: 14,266 shares; 2025Q4: 28,573 shares 28,573 $1.92M 0.02% +14,307 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,755 shares; 2024Q4: 30,043 shares; 2025Q1: 34,486 shares; 2025Q2: 38,160 shares; 2025Q3: 44,608 shares; 2025Q4: 44,279 shares 44,279 $1.92M 0.02% -329 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,082 shares; 2024Q4: 126,830 shares; 2025Q1: 132,073 shares; 2025Q2: 51,746 shares; 2025Q3: 56,951 shares; 2025Q4: 61,807 shares 61,807 $1.91M 0.02% +4,856 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: 17,700 shares; 2025Q1: 20,700 shares; 2025Q2: 26,200 shares; 2025Q3: 32,415 shares; 2025Q4: 41,937 shares 41,937 $1.91M 0.02% +9,522 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 8,543 shares; 2025Q1: 8,691 shares; 2025Q2: 8,934 shares; 2025Q3: 8,955 shares; 2025Q4: 13,898 shares 13,898 $1.9M 0.02% +4,943 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 22,699 shares; 2025Q1: 20,438 shares; 2025Q2: 20,688 shares; 2025Q3: 20,579 shares; 2025Q4: 19,369 shares 19,369 $1.89M 0.02% -1,210 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,526 shares; 2025Q1: 2,313 shares; 2025Q2: 2,445 shares; 2025Q3: 4,118 shares; 2025Q4: 4,145 shares 4,145 $1.88M 0.02% +27 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,345 shares 19,345 $1.88M 0.02% new Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,850 shares; 2025Q3: 53,704 shares; 2025Q4: 73,432 shares 73,432 $1.87M 0.02% +19,728 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,095 shares; 2025Q3: 27,031 shares; 2025Q4: 34,344 shares 34,344 $1.87M 0.02% +7,313 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,051 shares; 2024Q4: 84,460 shares; 2025Q1: 78,751 shares; 2025Q2: 100,512 shares; 2025Q3: 144,964 shares; 2025Q4: 184,148 shares 184,148 $1.86M 0.02% +39,184 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,007 shares; 2024Q4: 22,339 shares; 2025Q1: 19,020 shares; 2025Q2: 19,049 shares; 2025Q3: 22,448 shares; 2025Q4: 22,382 shares 22,382 $1.86M 0.02% -66 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 10,096 shares; 2025Q1: 11,248 shares; 2025Q2: 18,543 shares; 2025Q3: 19,388 shares; 2025Q4: 19,571 shares 19,571 $1.84M 0.02% +183 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,270 shares; 2024Q4: 177,413 shares; 2025Q1: 48,167 shares; 2025Q2: not reported; 2025Q3: 26,461 shares; 2025Q4: 26,908 shares 26,908 $1.84M 0.02% +447 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,474 shares; 2025Q1: 41,392 shares; 2025Q2: 45,872 shares; 2025Q3: 55,014 shares; 2025Q4: 65,109 shares 65,109 $1.83M 0.02% +10,095 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,042 shares; 2024Q4: 29,237 shares; 2025Q1: 29,107 shares; 2025Q2: 33,283 shares; 2025Q3: 36,702 shares; 2025Q4: 36,055 shares 36,055 $1.82M 0.02% -647 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,273 shares; 2024Q4: 110,302 shares; 2025Q1: 125,709 shares; 2025Q2: 125,965 shares; 2025Q3: 125,054 shares; 2025Q4: 121,552 shares 121,552 $1.82M 0.02% -3,502 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 2,138 shares; 2025Q1: 3,040 shares; 2025Q2: 2,968 shares; 2025Q3: 3,460 shares; 2025Q4: 4,305 shares 4,305 $1.82M 0.02% +845 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,552 shares; 2025Q2: 76,319 shares; 2025Q3: 57,595 shares; 2025Q4: 48,118 shares 48,118 $1.79M 0.02% -9,477 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,992 shares; 2025Q3: 19,855 shares; 2025Q4: 33,938 shares 33,938 $1.79M 0.02% +14,083 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,410 shares; 2024Q4: 21,786 shares; 2025Q1: 21,779 shares; 2025Q2: 44,210 shares; 2025Q3: 39,335 shares; 2025Q4: 38,348 shares 38,348 $1.78M 0.02% -987 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 18,830 shares; 2025Q1: 21,133 shares; 2025Q2: 24,551 shares; 2025Q3: 22,774 shares; 2025Q4: 23,010 shares 23,010 $1.78M 0.02% +236 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,811 shares; 2024Q4: 15,811 shares; 2025Q1: 15,840 shares; 2025Q2: 19,368 shares; 2025Q3: 19,402 shares; 2025Q4: 32,957 shares 32,957 $1.78M 0.02% +13,555 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,561 shares; 2024Q4: 12,073 shares; 2025Q1: 11,942 shares; 2025Q2: 12,480 shares; 2025Q3: 10,651 shares; 2025Q4: 15,230 shares 15,230 $1.78M 0.02% +4,579 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,539 shares; 2025Q1: 2,474 shares; 2025Q2: 2,399 shares; 2025Q3: 2,287 shares; 2025Q4: 7,904 shares 7,904 $1.78M 0.02% +5,617 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,048 shares; 2024Q4: 11,121 shares; 2025Q1: 11,016 shares; 2025Q2: 10,921 shares; 2025Q3: 10,866 shares; 2025Q4: 12,582 shares 12,582 $1.78M 0.02% +1,716 Timeline BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,084 shares; 2025Q2: 28,983 shares; 2025Q3: 31,391 shares; 2025Q4: 40,480 shares 40,480 $1.77M 0.02% +9,089 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,928 shares 76,928 $1.77M 0.02% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 126 shares; 2025Q1: 134 shares; 2025Q2: 161 shares; 2025Q3: 213 shares; 2025Q4: 243 shares 243 $1.77M 0.02% +30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 14,983 shares; 2025Q1: 15,798 shares; 2025Q2: 17,756 shares; 2025Q3: 18,426 shares; 2025Q4: 18,505 shares 18,505 $1.76M 0.02% +79 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,228 shares; 2025Q1: 15,068 shares; 2025Q2: 18,081 shares; 2025Q3: 19,338 shares; 2025Q4: 19,638 shares 19,638 $1.75M 0.02% +300 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,309 shares; 2024Q4: 16,714 shares; 2025Q1: 14,645 shares; 2025Q2: 13,093 shares; 2025Q3: 14,218 shares; 2025Q4: 17,041 shares 17,041 $1.75M 0.02% +2,823 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,716 shares; 2025Q1: 6,081 shares; 2025Q2: 5,895 shares; 2025Q3: 5,731 shares; 2025Q4: 5,992 shares 5,992 $1.73M 0.02% +261 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,810 shares; 2024Q4: 89,079 shares; 2025Q1: 80,291 shares; 2025Q2: 77,693 shares; 2025Q3: 74,794 shares; 2025Q4: 69,575 shares 69,575 $1.73M 0.02% -5,219 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 25,609 shares; 2025Q1: 25,806 shares; 2025Q2: 26,654 shares; 2025Q3: 21,704 shares; 2025Q4: 20,684 shares 20,684 $1.73M 0.02% -1,020 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,697 shares; 2024Q4: 26,925 shares; 2025Q1: 25,793 shares; 2025Q2: 34,851 shares; 2025Q3: 29,354 shares; 2025Q4: 33,901 shares 33,901 $1.72M 0.02% +4,547 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 6,762 shares; 2025Q1: 6,014 shares; 2025Q2: 6,272 shares; 2025Q3: 7,512 shares; 2025Q4: 9,685 shares 9,685 $1.7M 0.02% +2,173 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,389 shares; 2025Q1: 2,539 shares; 2025Q2: 2,334 shares; 2025Q3: 3,629 shares; 2025Q4: 3,533 shares 3,533 $1.7M 0.02% -96 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 5,797 shares; 2025Q1: 5,436 shares; 2025Q2: 7,188 shares; 2025Q3: 7,219 shares; 2025Q4: 7,242 shares 7,242 $1.7M 0.02% +23 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,735 shares; 2024Q4: 11,691 shares; 2025Q1: 16,895 shares; 2025Q2: 17,410 shares; 2025Q3: 16,565 shares; 2025Q4: 16,635 shares 16,635 $1.7M 0.02% +70 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,270 shares; 2025Q3: 57,262 shares; 2025Q4: 57,540 shares 57,540 $1.68M 0.02% +278 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,376 shares 43,376 $1.67M 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 8,325 shares; 2025Q1: 12,300 shares; 2025Q2: 16,884 shares; 2025Q3: 27,023 shares; 2025Q4: 34,487 shares 34,487 $1.67M 0.02% +7,464 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,109 shares; 2024Q4: 18,166 shares; 2025Q1: 25,448 shares; 2025Q2: 30,770 shares; 2025Q3: 55,775 shares; 2025Q4: 68,622 shares 68,622 $1.66M 0.02% +12,847 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,255 shares; 2024Q4: 31,095 shares; 2025Q1: 20,147 shares; 2025Q2: 25,157 shares; 2025Q3: 27,626 shares; 2025Q4: 32,904 shares 32,904 $1.66M 0.02% +5,278 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 5,540 shares; 2025Q1: 5,182 shares; 2025Q2: 5,299 shares; 2025Q3: 5,332 shares; 2025Q4: 5,349 shares 5,349 $1.66M 0.02% +17 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,141 shares; 2025Q2: 40,003 shares; 2025Q3: 41,117 shares; 2025Q4: 42,852 shares 42,852 $1.65M 0.02% +1,735 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 29,588 shares; 2025Q1: 30,954 shares; 2025Q2: 33,873 shares; 2025Q3: 31,487 shares; 2025Q4: 30,589 shares 30,589 $1.65M 0.02% -898 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: 11,100 shares; 2025Q2: 15,155 shares; 2025Q3: 20,120 shares; 2025Q4: 20,870 shares 20,870 $1.65M 0.02% +750 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,352 shares; 2025Q1: 2,431 shares; 2025Q2: 2,629 shares; 2025Q3: 2,836 shares; 2025Q4: 2,981 shares 2,981 $1.64M 0.02% +145 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 8,959 shares; 2025Q1: 8,506 shares; 2025Q2: 11,041 shares; 2025Q3: 12,446 shares; 2025Q4: 12,064 shares 12,064 $1.64M 0.02% -382 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 5,500 shares; 2025Q1: 4,756 shares; 2025Q2: 5,655 shares; 2025Q3: 5,724 shares; 2025Q4: 10,416 shares 10,416 $1.63M 0.02% +4,692 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,108 shares; 2024Q4: 22,792 shares; 2025Q1: 15,023 shares; 2025Q2: 14,291 shares; 2025Q3: 15,162 shares; 2025Q4: 15,929 shares 15,929 $1.63M 0.02% +767 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,660 shares; 2025Q4: 13,660 shares 13,660 $1.63M 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,882 shares; 2024Q4: 54,474 shares; 2025Q1: 51,236 shares; 2025Q2: 54,466 shares; 2025Q3: 78,194 shares; 2025Q4: 44,001 shares 44,001 $1.63M 0.02% -34,193 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,516 shares; 2024Q4: 35,660 shares; 2025Q1: 52,451 shares; 2025Q2: 48,051 shares; 2025Q3: 32,709 shares; 2025Q4: 27,350 shares 27,350 $1.62M 0.02% -5,359 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,291 shares; 2024Q4: 28,271 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,013 shares; 2025Q4: 31,350 shares 31,350 $1.62M 0.02% +1,337 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 32,000 shares; 2025Q1: 32,750 shares; 2025Q2: 34,250 shares; 2025Q3: 44,225 shares; 2025Q4: 45,989 shares 45,989 $1.62M 0.02% +1,764 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,023 shares; 2025Q2: 17,543 shares; 2025Q3: 17,166 shares; 2025Q4: 16,832 shares 16,832 $1.62M 0.02% -334 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,499 shares 35,499 $1.61M 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,665 shares; 2025Q1: 5,467 shares; 2025Q2: 5,484 shares; 2025Q3: 5,607 shares; 2025Q4: 10,981 shares 10,981 $1.61M 0.02% +5,374 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,550 shares; 2025Q1: 6,397 shares; 2025Q2: 6,606 shares; 2025Q3: 5,894 shares; 2025Q4: 5,529 shares 5,529 $1.6M 0.02% -365 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 7,838 shares; 2025Q1: 7,813 shares; 2025Q2: 8,952 shares; 2025Q3: 9,662 shares; 2025Q4: 9,488 shares 9,488 $1.6M 0.02% -174 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,024 shares; 2024Q4: 42,741 shares; 2025Q1: 38,823 shares; 2025Q2: 30,823 shares; 2025Q3: 21,948 shares; 2025Q4: 19,699 shares 19,699 $1.6M 0.02% -2,249 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 7,032 shares; 2025Q1: 7,355 shares; 2025Q2: 40,038 shares; 2025Q3: 40,236 shares; 2025Q4: 39,753 shares 39,753 $1.56M 0.02% -483 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,096 shares; 2024Q4: 16,393 shares; 2025Q1: 22,126 shares; 2025Q2: 25,215 shares; 2025Q3: 20,643 shares; 2025Q4: 22,407 shares 22,407 $1.56M 0.02% +1,764 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 16,687 shares; 2025Q1: 17,639 shares; 2025Q2: 18,637 shares; 2025Q3: 19,080 shares; 2025Q4: 18,237 shares 18,237 $1.55M 0.02% -843 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,100 shares; 2025Q1: 16,800 shares; 2025Q2: 18,800 shares; 2025Q3: 22,200 shares; 2025Q4: 23,524 shares 23,524 $1.54M 0.02% +1,324 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,461 shares; 2025Q4: 60,388 shares 60,388 $1.53M 0.02% +41,927 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,051 shares 44,051 $1.53M 0.02% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,718 shares; 2024Q4: 76,297 shares; 2025Q1: 75,760 shares; 2025Q2: 74,677 shares; 2025Q3: 76,039 shares; 2025Q4: 106,527 shares 106,527 $1.53M 0.02% +30,488 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,472 shares; 2024Q4: 20,478 shares; 2025Q1: 21,160 shares; 2025Q2: 21,116 shares; 2025Q3: 19,158 shares; 2025Q4: 19,715 shares 19,715 $1.52M 0.02% +557 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,569 shares; 2024Q4: 14,975 shares; 2025Q1: 20,474 shares; 2025Q2: 21,757 shares; 2025Q3: 27,382 shares; 2025Q4: 30,134 shares 30,134 $1.51M 0.02% +2,752 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,026 shares; 2024Q4: 5,745 shares; 2025Q1: 4,627 shares; 2025Q2: 4,724 shares; 2025Q3: 5,694 shares; 2025Q4: 7,483 shares 7,483 $1.51M 0.02% +1,789 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,422 shares; 2024Q4: 16,605 shares; 2025Q1: 18,490 shares; 2025Q2: 21,207 shares; 2025Q3: 21,659 shares; 2025Q4: 20,258 shares 20,258 $1.5M 0.02% -1,401 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,354 shares; 2025Q3: 25,208 shares; 2025Q4: 25,149 shares 25,149 $1.5M 0.02% -59 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 5,870 shares; 2025Q1: 6,427 shares; 2025Q2: 7,033 shares; 2025Q3: 7,170 shares; 2025Q4: 14,790 shares 14,790 $1.48M 0.02% +7,620 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,911 shares; 2024Q4: 22,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,709 shares; 2025Q4: 35,643 shares 35,643 $1.47M 0.02% -66 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 5,319 shares; 2025Q1: 6,388 shares; 2025Q2: 1,176 shares; 2025Q3: 1,963 shares; 2025Q4: 7,081 shares 7,081 $1.47M 0.02% +5,118 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 10,164 shares; 2025Q1: 10,103 shares; 2025Q2: 9,200 shares; 2025Q3: 9,342 shares; 2025Q4: 8,327 shares 8,327 $1.46M 0.02% -1,015 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,072 shares; 2024Q4: 25,413 shares; 2025Q1: 29,314 shares; 2025Q2: 32,632 shares; 2025Q3: 42,534 shares; 2025Q4: 51,803 shares 51,803 $1.45M 0.02% +9,269 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 3,597 shares; 2025Q1: 3,243 shares; 2025Q2: 1,688 shares; 2025Q3: 2,454 shares; 2025Q4: 2,355 shares 2,355 $1.44M 0.02% -99 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,845 shares; 2025Q1: 4,156 shares; 2025Q2: 4,188 shares; 2025Q3: 4,036 shares; 2025Q4: 3,846 shares 3,846 $1.44M 0.02% -190 Timeline BNGE FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,233 shares; 2024Q4: 98,530 shares; 2025Q1: 73,743 shares; 2025Q2: 66,260 shares; 2025Q3: 50,552 shares; 2025Q4: 37,800 shares 37,800 $1.42M 0.02% -12,752 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,051 shares; 2025Q1: 15,029 shares; 2025Q2: 15,122 shares; 2025Q3: 14,746 shares; 2025Q4: 15,234 shares 15,234 $1.41M 0.02% +488 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 10,568 shares; 2025Q1: 10,146 shares; 2025Q2: 18,248 shares; 2025Q3: 23,067 shares; 2025Q4: 23,802 shares 23,802 $1.39M 0.02% +735 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,559 shares; 2024Q4: 2,091 shares; 2025Q1: 1,698 shares; 2025Q2: 2,143 shares; 2025Q3: 3,358 shares; 2025Q4: 3,976 shares 3,976 $1.39M 0.02% +618 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 5,013 shares; 2025Q1: 5,013 shares; 2025Q2: 5,013 shares; 2025Q3: 5,513 shares; 2025Q4: 5,743 shares 5,743 $1.39M 0.02% +230 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,070 shares; 2025Q1: 889 shares; 2025Q2: 954 shares; 2025Q3: 1,062 shares; 2025Q4: 1,034 shares 1,034 $1.37M 0.02% -28 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,082 shares; 2025Q2: 10,764 shares; 2025Q3: 13,309 shares; 2025Q4: 13,766 shares 13,766 $1.37M 0.02% +457 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,930 shares; 2024Q4: 15,126 shares; 2025Q1: 18,398 shares; 2025Q2: 18,361 shares; 2025Q3: 24,634 shares; 2025Q4: 16,891 shares 16,891 $1.37M 0.02% -7,743 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,492 shares; 2024Q4: 73,366 shares; 2025Q1: 78,886 shares; 2025Q2: 76,237 shares; 2025Q3: 75,104 shares; 2025Q4: 75,570 shares 75,570 $1.36M 0.02% +466 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,551 shares; 2024Q4: 32,674 shares; 2025Q1: 18,651 shares; 2025Q2: 10,684 shares; 2025Q3: 14,907 shares; 2025Q4: 29,886 shares 29,886 $1.36M 0.02% +14,979 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,475 shares; 2025Q1: 1,335 shares; 2025Q2: 1,929 shares; 2025Q3: 3,353 shares; 2025Q4: 4,107 shares 4,107 $1.35M 0.01% +754 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,951 shares; 2025Q4: 85,976 shares 85,976 $1.35M 0.01% -20,975 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482,622 shares; 2024Q4: 10,543 shares; 2025Q1: 14,092 shares; 2025Q2: 13,303 shares; 2025Q3: 12,864 shares; 2025Q4: 16,261 shares 16,261 $1.35M 0.01% +3,397 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,808 shares; 2025Q4: 65,461 shares 65,461 $1.34M 0.01% -16,347 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,405 shares; 2025Q3: 45,411 shares; 2025Q4: 40,425 shares 40,425 $1.33M 0.01% -4,986 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,575 shares 69,575 $1.33M 0.01% new Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 9,361 shares; 2025Q1: 10,638 shares; 2025Q2: 12,848 shares; 2025Q3: 14,968 shares; 2025Q4: 16,629 shares 16,629 $1.33M 0.01% +1,661 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,054 shares; 2025Q4: 12,115 shares 12,115 $1.33M 0.01% +6,061 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,467 shares; 2024Q4: 31,834 shares; 2025Q1: 51,628 shares; 2025Q2: 58,778 shares; 2025Q3: 58,806 shares; 2025Q4: 55,675 shares 55,675 $1.32M 0.01% -3,131 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 9,990 shares; 2025Q1: 10,220 shares; 2025Q2: 11,288 shares; 2025Q3: 11,183 shares; 2025Q4: 11,252 shares 11,252 $1.31M 0.01% +69 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 472 shares; 2025Q1: 468 shares; 2025Q2: 479 shares; 2025Q3: 616 shares; 2025Q4: 774 shares 774 $1.31M 0.01% +158 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,280 shares; 2025Q3: 30,433 shares; 2025Q4: 30,032 shares 30,032 $1.31M 0.01% -401 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,625 shares; 2025Q3: 48,065 shares; 2025Q4: 67,108 shares 67,108 $1.29M 0.01% +19,043 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,673 shares; 2025Q1: 6,595 shares; 2025Q2: 6,751 shares; 2025Q3: 6,891 shares; 2025Q4: 7,428 shares 7,428 $1.29M 0.01% +537 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 16,740 shares; 2025Q1: 19,832 shares; 2025Q2: 28,161 shares; 2025Q3: 26,603 shares; 2025Q4: 26,581 shares 26,581 $1.29M 0.01% -22 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 6,938 shares; 2025Q1: 6,995 shares; 2025Q2: 10,601 shares; 2025Q3: 9,700 shares; 2025Q4: 9,456 shares 9,456 $1.28M 0.01% -244 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,171 shares; 2024Q4: 10,493 shares; 2025Q1: 10,978 shares; 2025Q2: 17,337 shares; 2025Q3: 14,183 shares; 2025Q4: 17,414 shares 17,414 $1.28M 0.01% +3,231 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,565 shares; 2025Q1: 4,191 shares; 2025Q2: 4,087 shares; 2025Q3: 5,668 shares; 2025Q4: 6,209 shares 6,209 $1.28M 0.01% +541 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,730 shares; 2024Q4: 16,003 shares; 2025Q1: 27,585 shares; 2025Q2: 29,432 shares; 2025Q3: 29,376 shares; 2025Q4: 23,139 shares 23,139 $1.28M 0.01% -6,237 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,673 shares; 2024Q4: 30,642 shares; 2025Q1: 18,835 shares; 2025Q2: 25,833 shares; 2025Q3: 45,130 shares; 2025Q4: 33,171 shares 33,171 $1.27M 0.01% -11,959 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 1,761 shares; 2025Q4: 5,718 shares 5,718 $1.27M 0.01% +3,957 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,708 shares; 2025Q1: 2,606 shares; 2025Q2: 2,476 shares; 2025Q3: 2,181 shares; 2025Q4: 2,227 shares 2,227 $1.26M 0.01% +46 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,633 shares; 2025Q3: 34,592 shares; 2025Q4: 37,860 shares 37,860 $1.26M 0.01% +3,268 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,186 shares; 2024Q4: 39,216 shares; 2025Q1: 28,087 shares; 2025Q2: 36,663 shares; 2025Q3: 36,860 shares; 2025Q4: 34,468 shares 34,468 $1.25M 0.01% -2,392 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,965 shares; 2024Q4: 15,565 shares; 2025Q1: 9,050 shares; 2025Q2: 9,392 shares; 2025Q3: 17,289 shares; 2025Q4: 16,834 shares 16,834 $1.24M 0.01% -455 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,913 shares; 2025Q4: 38,154 shares 38,154 $1.24M 0.01% +24,241 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,197 shares; 2024Q4: 23,888 shares; 2025Q1: 23,587 shares; 2025Q2: 24,615 shares; 2025Q3: 24,176 shares; 2025Q4: 25,827 shares 25,827 $1.23M 0.01% +1,651 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,810 shares; 2025Q3: 5,413 shares; 2025Q4: 7,649 shares 7,649 $1.23M 0.01% +2,236 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,860 shares; 2025Q1: 6,490 shares; 2025Q2: 7,016 shares; 2025Q3: 8,092 shares; 2025Q4: 8,540 shares 8,540 $1.23M 0.01% +448 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,837 shares; 2025Q1: 3,944 shares; 2025Q2: 4,116 shares; 2025Q3: 6,281 shares; 2025Q4: 6,598 shares 6,598 $1.22M 0.01% +317 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,212 shares; 2025Q3: 19,647 shares; 2025Q4: 26,600 shares 26,600 $1.22M 0.01% +6,953 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,165 shares; 2025Q1: 1,201 shares; 2025Q2: 1,207 shares; 2025Q3: 2,188 shares; 2025Q4: 2,161 shares 2,161 $1.21M 0.01% -27 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,021 shares 63,021 $1.21M 0.01% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,248 shares; 2025Q3: 26,515 shares; 2025Q4: 27,412 shares 27,412 $1.2M 0.01% +897 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,926 shares; 2024Q4: 22,282 shares; 2025Q1: 21,691 shares; 2025Q2: 31,534 shares; 2025Q3: 35,574 shares; 2025Q4: 32,083 shares 32,083 $1.2M 0.01% -3,491 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 5,020 shares; 2025Q3: 5,021 shares; 2025Q4: 14,978 shares 14,978 $1.2M 0.01% +9,957 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,885 shares; 2024Q4: 25,509 shares; 2025Q1: 28,157 shares; 2025Q2: 28,101 shares; 2025Q3: 27,290 shares; 2025Q4: 26,959 shares 26,959 $1.2M 0.01% -331 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 5,586 shares; 2025Q1: 6,175 shares; 2025Q2: 6,453 shares; 2025Q3: 7,195 shares; 2025Q4: 7,895 shares 7,895 $1.19M 0.01% +700 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,452 shares; 2024Q4: 8,910 shares; 2025Q1: 23,508 shares; 2025Q2: 25,742 shares; 2025Q3: 24,489 shares; 2025Q4: 25,307 shares 25,307 $1.19M 0.01% +818 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,290 shares; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 4,572 shares; 2025Q4: 4,282 shares 4,282 $1.19M 0.01% -290 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,687 shares; 2024Q4: 28,839 shares; 2025Q1: 29,843 shares; 2025Q2: 57,799 shares; 2025Q3: 125,791 shares; 2025Q4: 45,025 shares 45,025 $1.19M 0.01% -80,766 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,831 shares; 2025Q1: 5,126 shares; 2025Q2: 5,928 shares; 2025Q3: 6,881 shares; 2025Q4: 7,830 shares 7,830 $1.19M 0.01% +949 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,805 shares; 2024Q4: 10,235 shares; 2025Q1: 11,002 shares; 2025Q2: 10,659 shares; 2025Q3: 10,969 shares; 2025Q4: 10,701 shares 10,701 $1.18M 0.01% -268 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,290 shares; 2025Q2: 16,299 shares; 2025Q3: 23,624 shares; 2025Q4: 38,156 shares 38,156 $1.16M 0.01% +14,532 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,924 shares; 2024Q4: 19,260 shares; 2025Q1: 16,781 shares; 2025Q2: 20,888 shares; 2025Q3: 23,042 shares; 2025Q4: 24,887 shares 24,887 $1.16M 0.01% +1,845 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,901 shares; 2024Q4: 3,275 shares; 2025Q1: 3,266 shares; 2025Q2: 3,261 shares; 2025Q3: 2,966 shares; 2025Q4: 2,756 shares 2,756 $1.16M 0.01% -210 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,390 shares; 2025Q3: 1,586 shares; 2025Q4: 1,235 shares 1,235 $1.15M 0.01% -351 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 391 shares; 2025Q1: 410 shares; 2025Q2: 445 shares; 2025Q3: 490 shares; 2025Q4: 537 shares 537 $1.15M 0.01% +47 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 3,249 shares; 2025Q1: 3,253 shares; 2025Q2: 2,040 shares; 2025Q3: 3,481 shares; 2025Q4: 2,406 shares 2,406 $1.14M 0.01% -1,075 Timeline FMB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,607 shares; 2024Q4: 25,448 shares; 2025Q1: 16,748 shares; 2025Q2: 20,079 shares; 2025Q3: 22,814 shares; 2025Q4: 22,212 shares 22,212 $1.14M 0.01% -602 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 7,097 shares; 2025Q1: 7,122 shares; 2025Q2: 8,837 shares; 2025Q3: 8,830 shares; 2025Q4: 8,777 shares 8,777 $1.13M 0.01% -53 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,215 shares; 2025Q3: 9,047 shares; 2025Q4: 9,652 shares 9,652 $1.13M 0.01% +605 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,852 shares; 2024Q4: 8,883 shares; 2025Q1: 9,964 shares; 2025Q2: 9,636 shares; 2025Q3: 8,962 shares; 2025Q4: 9,160 shares 9,160 $1.13M 0.01% +198 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 10,888 shares; 2025Q1: 10,998 shares; 2025Q2: 10,839 shares; 2025Q3: 11,137 shares; 2025Q4: 11,494 shares 11,494 $1.13M 0.01% +357 Timeline JDIV J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,323 shares; 2025Q1: 19,793 shares; 2025Q2: 21,072 shares; 2025Q3: 21,336 shares; 2025Q4: 20,952 shares 20,952 $1.12M 0.01% -384 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,025 shares; 2025Q1: not reported; 2025Q2: 53,203 shares; 2025Q3: 26,174 shares; 2025Q4: 26,068 shares 26,068 $1.12M 0.01% -106 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,972 shares; 2025Q3: 12,957 shares; 2025Q4: 12,198 shares 12,198 $1.12M 0.01% -759 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,377 shares; 2025Q1: 25,099 shares; 2025Q2: 36,023 shares; 2025Q3: 37,044 shares; 2025Q4: 37,724 shares 37,724 $1.12M 0.01% +680 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,784 shares; 2024Q4: 11,125 shares; 2025Q1: 12,119 shares; 2025Q2: 13,151 shares; 2025Q3: 13,868 shares; 2025Q4: 7,413 shares 7,413 $1.11M 0.01% -6,455 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,838 shares; 2025Q2: 16,939 shares; 2025Q3: 21,232 shares; 2025Q4: 24,849 shares 24,849 $1.11M 0.01% +3,617 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,765 shares; 2024Q4: 13,404 shares; 2025Q1: 19,217 shares; 2025Q2: 21,149 shares; 2025Q3: 34,785 shares; 2025Q4: 36,616 shares 36,616 $1.11M 0.01% +1,831 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 17,719 shares; 2025Q1: 20,685 shares; 2025Q2: 23,922 shares; 2025Q3: 24,014 shares; 2025Q4: 23,643 shares 23,643 $1.11M 0.01% -371 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,109 shares; 2025Q4: 40,729 shares 40,729 $1.11M 0.01% +11,620 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,688 shares; 2025Q1: 4,097 shares; 2025Q2: 6,581 shares; 2025Q3: 8,652 shares; 2025Q4: 10,333 shares 10,333 $1.1M 0.01% +1,681 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,661 shares; 2024Q4: 48,506 shares; 2025Q1: 29,461 shares; 2025Q2: 13,547 shares; 2025Q3: 13,052 shares; 2025Q4: 27,222 shares 27,222 $1.1M 0.01% +14,170 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,584 shares; 2025Q4: 61,503 shares 61,503 $1.1M 0.01% +32,919 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,085 shares; 2025Q4: 53,265 shares 53,265 $1.09M 0.01% +1,180 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,378 shares; 2024Q4: 20,128 shares; 2025Q1: 13,596 shares; 2025Q2: 13,699 shares; 2025Q3: 18,031 shares; 2025Q4: 16,942 shares 16,942 $1.09M 0.01% -1,089 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,790 shares; 2024Q4: 35,309 shares; 2025Q1: 33,223 shares; 2025Q2: 37,723 shares; 2025Q3: 47,048 shares; 2025Q4: 45,956 shares 45,956 $1.09M 0.01% -1,092 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,614 shares; 2024Q4: 26,265 shares; 2025Q1: 30,429 shares; 2025Q2: 24,153 shares; 2025Q3: 22,331 shares; 2025Q4: 25,228 shares 25,228 $1.08M 0.01% +2,897 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,617 shares; 2025Q3: 33,865 shares; 2025Q4: 32,184 shares 32,184 $1.08M 0.01% -1,681 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,196 shares 22,196 $1.08M 0.01% new Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,505 shares; 2024Q4: 42,471 shares; 2025Q1: 47,462 shares; 2025Q2: 50,345 shares; 2025Q3: 54,957 shares; 2025Q4: 58,384 shares 58,384 $1.08M 0.01% +3,427 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,262 shares; 2024Q4: 69,926 shares; 2025Q1: 77,155 shares; 2025Q2: 75,566 shares; 2025Q3: 65,672 shares; 2025Q4: 66,064 shares 66,064 $1.08M 0.01% +392 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,521 shares; 2024Q4: 21,137 shares; 2025Q1: 23,869 shares; 2025Q2: 9,434 shares; 2025Q3: 15,378 shares; 2025Q4: 16,003 shares 16,003 $1.08M 0.01% +625 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,954 shares; 2024Q4: 17,923 shares; 2025Q1: 16,191 shares; 2025Q2: 16,117 shares; 2025Q3: 16,207 shares; 2025Q4: 15,958 shares 15,958 $1.07M 0.01% -249 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,194 shares; 2025Q3: 36,244 shares; 2025Q4: 36,342 shares 36,342 $1.07M 0.01% +98 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,185 shares; 2024Q4: 514,998 shares; 2025Q1: 520,078 shares; 2025Q2: 69,656 shares; 2025Q3: 35,149 shares; 2025Q4: 18,174 shares 18,174 $1.07M 0.01% -16,975 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,374 shares; 2025Q1: 8,776 shares; 2025Q2: 12,882 shares; 2025Q3: 12,812 shares; 2025Q4: 9,675 shares 9,675 $1.07M 0.01% -3,137 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,846 shares; 2025Q3: 24,489 shares; 2025Q4: 23,888 shares 23,888 $1.06M 0.01% -601 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 9,263 shares; 2025Q1: 9,162 shares; 2025Q2: 12,035 shares; 2025Q3: 13,280 shares; 2025Q4: 14,037 shares 14,037 $1.06M 0.01% +757 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,413 shares; 2024Q4: 12,388 shares; 2025Q1: 13,797 shares; 2025Q2: 11,256 shares; 2025Q3: 12,790 shares; 2025Q4: 10,994 shares 10,994 $1.06M 0.01% -1,796 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,190 shares; 2024Q4: 10,973 shares; 2025Q1: 9,737 shares; 2025Q2: 12,527 shares; 2025Q3: 16,365 shares; 2025Q4: 22,478 shares 22,478 $1.05M 0.01% +6,113 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,227 shares; 2025Q4: 21,152 shares 21,152 $1.05M 0.01% +925 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,239 shares; 2025Q2: 22,438 shares; 2025Q3: 26,816 shares; 2025Q4: 25,315 shares 25,315 $1.05M 0.01% -1,501 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,573 shares; 2024Q4: 9,573 shares; 2025Q1: 26,473 shares; 2025Q2: 26,473 shares; 2025Q3: 26,473 shares; 2025Q4: 26,473 shares 26,473 $1.03M 0.01% 0 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,813 shares; 2025Q1: 23,922 shares; 2025Q2: 33,735 shares; 2025Q3: 36,757 shares; 2025Q4: 38,721 shares 38,721 $1.03M 0.01% +1,964 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,600 shares; 2025Q3: 30,040 shares; 2025Q4: 30,040 shares 30,040 $1.03M 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,121 shares; 2025Q1: 9,858 shares; 2025Q2: not reported; 2025Q3: 15,106 shares; 2025Q4: 17,598 shares 17,598 $1.03M 0.01% +2,492 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 610 shares; 2025Q1: 1,197 shares; 2025Q2: 1,758 shares; 2025Q3: 2,420 shares; 2025Q4: 2,188 shares 2,188 $1.03M 0.01% -232 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,700 shares; 2025Q1: 2,009 shares; 2025Q2: 2,197 shares; 2025Q3: 2,871 shares; 2025Q4: 4,714 shares 4,714 $1.02M 0.01% +1,843 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,803 shares; 2024Q4: 40,514 shares; 2025Q1: 43,507 shares; 2025Q2: 42,051 shares; 2025Q3: 51,092 shares; 2025Q4: 40,139 shares 40,139 $1.02M 0.01% -10,953 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 15,164 shares; 2025Q2: 15,164 shares; 2025Q3: 15,324 shares; 2025Q4: 15,324 shares 15,324 $1.02M 0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,138 shares; 2024Q4: 13,682 shares; 2025Q1: 12,047 shares; 2025Q2: 23,724 shares; 2025Q3: 25,828 shares; 2025Q4: 29,999 shares 29,999 $1.02M 0.01% +4,171 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,948 shares; 2024Q4: 22,942 shares; 2025Q1: 22,940 shares; 2025Q2: 24,229 shares; 2025Q3: 24,209 shares; 2025Q4: 24,200 shares 24,200 $1.01M 0.01% -9 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,568 shares; 2025Q3: 20,335 shares; 2025Q4: 22,076 shares 22,076 $1.01M 0.01% +1,741 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,191 shares; 2024Q4: 7,224 shares; 2025Q1: 7,395 shares; 2025Q2: 5,259 shares; 2025Q3: 6,627 shares; 2025Q4: 6,230 shares 6,230 $1.01M 0.01% -397 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,481 shares; 2024Q4: 7,059 shares; 2025Q1: 6,728 shares; 2025Q2: 6,362 shares; 2025Q3: 6,209 shares; 2025Q4: 4,399 shares 4,399 $1.01M 0.01% -1,810 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 15,072 shares; 2025Q1: 14,687 shares; 2025Q2: 16,855 shares; 2025Q3: 16,087 shares; 2025Q4: 15,732 shares 15,732 $1M 0.01% -355 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,074 shares; 2024Q4: 66,196 shares; 2025Q1: 55,935 shares; 2025Q2: 43,057 shares; 2025Q3: 26,595 shares; 2025Q4: 27,550 shares 27,550 $999K 0.01% +955 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,179 shares; 2025Q1: 1,572 shares; 2025Q2: 839 shares; 2025Q3: 836 shares; 2025Q4: 2,031 shares 2,031 $996K 0.01% +1,195 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 6,353 shares; 2025Q1: 6,417 shares; 2025Q2: 7,126 shares; 2025Q3: 7,980 shares; 2025Q4: 5,483 shares 5,483 $995K 0.01% -2,497 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,093 shares; 2025Q4: 7,792 shares 7,792 $994K 0.01% +3,699 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,315 shares; 2024Q4: 24,358 shares; 2025Q1: 26,314 shares; 2025Q2: 31,656 shares; 2025Q3: 32,728 shares; 2025Q4: 35,802 shares 35,802 $992K 0.01% +3,074 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,779 shares; 2024Q4: 29,680 shares; 2025Q1: 32,643 shares; 2025Q2: 101,674 shares; 2025Q3: 45,050 shares; 2025Q4: 42,710 shares 42,710 $992K 0.01% -2,340 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 4,136 shares; 2025Q1: 2,880 shares; 2025Q2: 3,154 shares; 2025Q3: 3,525 shares; 2025Q4: 3,889 shares 3,889 $992K 0.01% +364 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,121 shares; 2025Q4: 11,675 shares 11,675 $984K 0.01% +3,554 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,933 shares; 2025Q1: 2,516 shares; 2025Q2: 2,555 shares; 2025Q3: 2,950 shares; 2025Q4: 3,410 shares 3,410 $979K 0.01% +460 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 8,967 shares; 2025Q1: 9,478 shares; 2025Q2: 9,843 shares; 2025Q3: 11,522 shares; 2025Q4: 12,505 shares 12,505 $969K 0.01% +983 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,212 shares; 2024Q4: 17,490 shares; 2025Q1: 17,820 shares; 2025Q2: 19,745 shares; 2025Q3: 19,420 shares; 2025Q4: 20,178 shares 20,178 $969K 0.01% +758 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 8,560 shares; 2025Q1: 9,215 shares; 2025Q2: 10,959 shares; 2025Q3: 11,041 shares; 2025Q4: 10,147 shares 10,147 $968K 0.01% -894 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,235 shares; 2024Q4: 24,202 shares; 2025Q1: 15,563 shares; 2025Q2: 14,481 shares; 2025Q3: 11,150 shares; 2025Q4: 14,855 shares 14,855 $967K 0.01% +3,705 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,412 shares; 2024Q4: 23,921 shares; 2025Q1: 21,489 shares; 2025Q2: 21,416 shares; 2025Q3: 20,903 shares; 2025Q4: 20,633 shares 20,633 $966K 0.01% -270 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,397 shares; 2025Q3: 24,264 shares; 2025Q4: 29,986 shares 29,986 $961K 0.01% +5,722 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,609 shares; 2025Q1: 979 shares; 2025Q2: 1,083 shares; 2025Q3: 1,540 shares; 2025Q4: 1,542 shares 1,542 $960K 0.01% +2 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,133 shares; 2025Q2: 3,491 shares; 2025Q3: 3,817 shares; 2025Q4: 4,316 shares 4,316 $958K 0.01% +499 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,464 shares; 2025Q1: 1,066 shares; 2025Q2: 1,202 shares; 2025Q3: 1,292 shares; 2025Q4: 4,515 shares 4,515 $958K 0.01% +3,223 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,011 shares; 2024Q4: 23,072 shares; 2025Q1: 16,696 shares; 2025Q2: 17,111 shares; 2025Q3: 20,111 shares; 2025Q4: 16,123 shares 16,123 $953K 0.01% -3,988 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,889 shares; 2025Q1: 1,935 shares; 2025Q2: 2,119 shares; 2025Q3: 2,495 shares; 2025Q4: 2,636 shares 2,636 $949K 0.01% +141 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,274 shares; 2025Q3: 4,563 shares; 2025Q4: 4,591 shares 4,591 $949K 0.01% +28 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 6,859 shares; 2025Q3: 8,083 shares; 2025Q4: 9,823 shares 9,823 $945K 0.01% +1,740 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,673 shares; 2024Q4: 17,706 shares; 2025Q1: 21,570 shares; 2025Q2: 23,913 shares; 2025Q3: 28,323 shares; 2025Q4: 29,632 shares 29,632 $940K 0.01% +1,309 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,725 shares; 2024Q4: 17,218 shares; 2025Q1: 22,214 shares; 2025Q2: 34,691 shares; 2025Q3: 32,732 shares; 2025Q4: 33,474 shares 33,474 $938K 0.01% +742 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,933 shares; 2025Q1: 2,971 shares; 2025Q2: 3,021 shares; 2025Q3: 3,395 shares; 2025Q4: 3,408 shares 3,408 $938K 0.01% +13 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 5,712 shares; 2025Q1: 5,678 shares; 2025Q2: 6,075 shares; 2025Q3: 5,062 shares; 2025Q4: 5,837 shares 5,837 $929K 0.01% +775 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,890 shares; 2024Q4: 24,962 shares; 2025Q1: 25,332 shares; 2025Q2: 24,477 shares; 2025Q3: 22,685 shares; 2025Q4: 26,886 shares 26,886 $926K 0.01% +4,201 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,491 shares; 2024Q4: 10,372 shares; 2025Q1: 7,418 shares; 2025Q2: not reported; 2025Q3: 13,022 shares; 2025Q4: 34,940 shares 34,940 $920K 0.01% +21,918 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,953 shares; 2025Q3: 44,105 shares; 2025Q4: 38,875 shares 38,875 $919K 0.01% -5,230 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,828 shares; 2025Q3: 23,192 shares; 2025Q4: 18,653 shares 18,653 $915K 0.01% -4,539 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,524 shares; 2024Q4: 20,192 shares; 2025Q1: 18,570 shares; 2025Q2: 19,718 shares; 2025Q3: 21,924 shares; 2025Q4: 23,723 shares 23,723 $914K 0.01% +1,799 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 7,272 shares; 2025Q1: 10,311 shares; 2025Q2: 11,206 shares; 2025Q3: 10,588 shares; 2025Q4: 10,191 shares 10,191 $906K 0.01% -397 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 6,645 shares; 2025Q1: 6,997 shares; 2025Q2: 8,453 shares; 2025Q3: 8,582 shares; 2025Q4: 6,979 shares 6,979 $906K 0.01% -1,603 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,806 shares; 2025Q2: 2,032 shares; 2025Q3: 2,434 shares; 2025Q4: 2,650 shares 2,650 $901K 0.01% +216 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 8,516 shares; 2025Q1: 11,038 shares; 2025Q2: 12,316 shares; 2025Q3: 14,368 shares; 2025Q4: 26,215 shares 26,215 $901K 0.01% +11,847 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 3,907 shares; 2025Q2: 4,862 shares; 2025Q3: 5,271 shares; 2025Q4: 5,411 shares 5,411 $898K 0.01% +140 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,158 shares; 2025Q1: 1,922 shares; 2025Q2: 2,321 shares; 2025Q3: 3,413 shares; 2025Q4: 3,250 shares 3,250 $895K 0.01% -163 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,373 shares; 2024Q4: 26,335 shares; 2025Q1: 27,388 shares; 2025Q2: 32,609 shares; 2025Q3: 37,978 shares; 2025Q4: 29,554 shares 29,554 $893K 0.01% -8,424 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,236 shares; 2025Q1: 17,162 shares; 2025Q2: 19,820 shares; 2025Q3: 18,902 shares; 2025Q4: 20,066 shares 20,066 $886K 0.01% +1,164 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,837 shares; 2025Q4: 11,793 shares 11,793 $886K 0.01% -44 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,782 shares; 2024Q4: 24,496 shares; 2025Q1: 24,494 shares; 2025Q2: 23,699 shares; 2025Q3: 23,679 shares; 2025Q4: 22,370 shares 22,370 $886K 0.01% -1,309 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 6,112 shares; 2025Q1: 6,236 shares; 2025Q2: 8,087 shares; 2025Q3: 8,899 shares; 2025Q4: 9,137 shares 9,137 $885K 0.01% +238 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,193 shares; 2024Q4: 40,988 shares; 2025Q1: 12,919 shares; 2025Q2: 11,950 shares; 2025Q3: 12,457 shares; 2025Q4: 11,280 shares 11,280 $884K 0.01% -1,177 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,438 shares; 2025Q2: 25,356 shares; 2025Q3: 26,672 shares; 2025Q4: 28,981 shares 28,981 $882K 0.01% +2,309 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,957 shares; 2025Q1: 2,967 shares; 2025Q2: 3,166 shares; 2025Q3: 3,028 shares; 2025Q4: 2,759 shares 2,759 $879K 0.01% -269 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 8,523 shares; 2025Q1: 7,988 shares; 2025Q2: 7,964 shares; 2025Q3: 8,193 shares; 2025Q4: 8,159 shares 8,159 $870K 0.01% -34 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 12,959 shares; 2025Q1: 14,197 shares; 2025Q2: 15,483 shares; 2025Q3: 17,059 shares; 2025Q4: 18,423 shares 18,423 $867K 0.01% +1,364 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,484 shares; 2025Q1: 3,199 shares; 2025Q2: 3,158 shares; 2025Q3: 1,772 shares; 2025Q4: 1,943 shares 1,943 $867K 0.01% +171 TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,215 shares; 2025Q1: 36,402 shares; 2025Q2: 32,311 shares; 2025Q3: 28,985 shares; 2025Q4: 24,109 shares 24,109 $865K 0.01% -4,876 Timeline LIDR AEYE INC More: the full row for AEYE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411,900 shares; 2025Q4: 470,070 shares 470,070 $865K 0.01% +58,170 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 5,021 shares; 2025Q1: 4,917 shares; 2025Q2: 5,314 shares; 2025Q3: 5,443 shares; 2025Q4: 5,316 shares 5,316 $865K 0.01% -127 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,318 shares; 2025Q4: 28,266 shares 28,266 $863K 0.01% -25,052 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,948 shares; 2024Q4: 12,867 shares; 2025Q1: 12,985 shares; 2025Q2: 6,387 shares; 2025Q3: 6,166 shares; 2025Q4: 6,063 shares 6,063 $863K 0.01% -103 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,325 shares; 2024Q4: 19,400 shares; 2025Q1: 19,400 shares; 2025Q2: 19,300 shares; 2025Q3: 19,300 shares; 2025Q4: 19,300 shares 19,300 $858K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,959 shares; 2024Q4: 218,704 shares; 2025Q1: 147,264 shares; 2025Q2: 88,631 shares; 2025Q3: 91,136 shares; 2025Q4: 65,284 shares 65,284 $857K 0.01% -25,852 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 2,910 shares; 2025Q1: 2,365 shares; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 6,771 shares 6,771 $852K 0.01% +5,331 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 10,013 shares; 2025Q1: 8,145 shares; 2025Q2: 8,836 shares; 2025Q3: 10,348 shares; 2025Q4: 9,925 shares 9,925 $851K 0.01% -423 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,545 shares; 2025Q1: 4,749 shares; 2025Q2: 5,129 shares; 2025Q3: 7,896 shares; 2025Q4: 8,008 shares 8,008 $850K 0.01% +112 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,569 shares; 2025Q1: 1,627 shares; 2025Q2: 1,829 shares; 2025Q3: 3,076 shares; 2025Q4: 4,666 shares 4,666 $850K 0.01% +1,590 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,724 shares; 2025Q1: 2,824 shares; 2025Q2: 3,180 shares; 2025Q3: 3,621 shares; 2025Q4: 3,906 shares 3,906 $849K 0.01% +285 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 15,148 shares; 2025Q1: 15,934 shares; 2025Q2: 21,903 shares; 2025Q3: 26,718 shares; 2025Q4: 29,902 shares 29,902 $844K 0.01% +3,184 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,111 shares; 2025Q1: 3,214 shares; 2025Q2: 3,550 shares; 2025Q3: 3,889 shares; 2025Q4: 3,248 shares 3,248 $844K 0.01% -641 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,932 shares; 2025Q1: 4,919 shares; 2025Q2: 4,033 shares; 2025Q3: 4,349 shares; 2025Q4: 8,254 shares 8,254 $843K 0.01% +3,905 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,579 shares; 2025Q1: 2,332 shares; 2025Q2: 2,337 shares; 2025Q3: 4,174 shares; 2025Q4: 4,822 shares 4,822 $840K 0.01% +648 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,802 shares; 2024Q4: 57,767 shares; 2025Q1: 68,890 shares; 2025Q2: 70,946 shares; 2025Q3: 73,246 shares; 2025Q4: 3,646 shares 3,646 $835K 0.01% -69,600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 6,550 shares; 2025Q1: 6,550 shares; 2025Q2: 6,550 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares 6,550 $833K 0.01% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,089 shares; 2024Q4: 21,637 shares; 2025Q1: 19,572 shares; 2025Q2: 19,136 shares; 2025Q3: 19,848 shares; 2025Q4: 19,138 shares 19,138 $828K 0.01% -710 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,562 shares; 2024Q4: 21,268 shares; 2025Q1: 6,518 shares; 2025Q2: 6,508 shares; 2025Q3: 25,498 shares; 2025Q4: 26,928 shares 26,928 $827K 0.01% +1,430 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,657 shares; 2024Q4: 33,762 shares; 2025Q1: 32,946 shares; 2025Q2: 33,888 shares; 2025Q3: 39,307 shares; 2025Q4: 40,259 shares 40,259 $827K 0.01% +952 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,053 shares; 2025Q1: 6,131 shares; 2025Q2: 5,772 shares; 2025Q3: 6,133 shares; 2025Q4: 6,286 shares 6,286 $824K 0.01% +153 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,767 shares; 2024Q4: 32,955 shares; 2025Q1: 32,264 shares; 2025Q2: 44,966 shares; 2025Q3: 30,803 shares; 2025Q4: 14,731 shares 14,731 $820K 0.01% -16,072 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,968 shares; 2025Q3: 31,317 shares; 2025Q4: 28,522 shares 28,522 $818K 0.01% -2,795 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,860 shares; 2024Q4: 7,436 shares; 2025Q1: 7,418 shares; 2025Q2: 7,372 shares; 2025Q3: 7,347 shares; 2025Q4: 7,175 shares 7,175 $817K 0.01% -172 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,975 shares; 2024Q4: 37,427 shares; 2025Q1: 39,445 shares; 2025Q2: 44,780 shares; 2025Q3: 45,585 shares; 2025Q4: 46,652 shares 46,652 $816K 0.01% +1,067 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 1,283 shares; 2025Q4: 1,732 shares 1,732 $809K 0.01% +449 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,571 shares; 2025Q1: 2,658 shares; 2025Q2: 3,028 shares; 2025Q3: 3,103 shares; 2025Q4: 2,730 shares 2,730 $808K 0.01% -373 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,755 shares; 2024Q4: 42,881 shares; 2025Q1: 42,012 shares; 2025Q2: 51,842 shares; 2025Q3: 59,767 shares; 2025Q4: 65,734 shares 65,734 $801K 0.01% +5,967 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,498 shares; 2024Q4: 6,679 shares; 2025Q1: 6,722 shares; 2025Q2: 7,684 shares; 2025Q3: 7,969 shares; 2025Q4: 7,917 shares 7,917 $798K 0.01% -52 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,859 shares; 2024Q4: 89,166 shares; 2025Q1: 73,571 shares; 2025Q2: 65,166 shares; 2025Q3: 55,074 shares; 2025Q4: 49,543 shares 49,543 $798K 0.01% -5,531 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,207 shares 33,207 $794K 0.01% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,134 shares; 2024Q4: 99,218 shares; 2025Q1: 90,765 shares; 2025Q2: 81,163 shares; 2025Q3: 69,351 shares; 2025Q4: 61,480 shares 61,480 $793K 0.01% -7,871 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,810 shares; 2024Q4: 45,618 shares; 2025Q1: 29,919 shares; 2025Q2: 121,911 shares; 2025Q3: 177,108 shares; 2025Q4: 94,974 shares 94,974 $792K 0.01% -82,134 NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,297 shares; 2024Q4: 35,122 shares; 2025Q1: 35,122 shares; 2025Q2: 40,222 shares; 2025Q3: 59,132 shares; 2025Q4: 65,632 shares 65,632 $789K 0.01% +6,500 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,262 shares; 2025Q1: 2,937 shares; 2025Q2: 5,617 shares; 2025Q3: 7,146 shares; 2025Q4: 6,586 shares 6,586 $789K 0.01% -560 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,517 shares; 2024Q4: 26,910 shares; 2025Q1: 25,824 shares; 2025Q2: 23,602 shares; 2025Q3: 22,481 shares; 2025Q4: 18,715 shares 18,715 $788K 0.01% -3,766 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,869 shares; 2025Q1: 2,785 shares; 2025Q2: not reported; 2025Q3: 5,565 shares; 2025Q4: 5,556 shares 5,556 $786K 0.01% -9 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,457 shares; 2025Q3: 25,346 shares; 2025Q4: 28,484 shares 28,484 $781K 0.01% +3,138 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,657 shares; 2025Q1: 3,292 shares; 2025Q2: 4,339 shares; 2025Q3: 5,759 shares; 2025Q4: 5,878 shares 5,878 $781K 0.01% +119 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,925 shares; 2025Q2: 63,102 shares; 2025Q3: 79,642 shares; 2025Q4: 89,210 shares 89,210 $780K 0.01% +9,568 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,896 shares; 2025Q1: 5,917 shares; 2025Q2: 6,787 shares; 2025Q3: 7,934 shares; 2025Q4: 8,720 shares 8,720 $768K 0.01% +786 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,711 shares; 2024Q4: 4,286 shares; 2025Q1: 3,970 shares; 2025Q2: not reported; 2025Q3: 8,238 shares; 2025Q4: 8,805 shares 8,805 $767K 0.01% +567 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,558 shares; 2024Q4: 31,544 shares; 2025Q1: 25,814 shares; 2025Q2: 28,942 shares; 2025Q3: 32,738 shares; 2025Q4: 35,741 shares 35,741 $767K 0.01% +3,003 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,094 shares; 2024Q4: 28,595 shares; 2025Q1: 30,243 shares; 2025Q2: 29,314 shares; 2025Q3: 9,852 shares; 2025Q4: 7,631 shares 7,631 $766K 0.01% -2,221 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,657 shares; 2024Q4: 12,930 shares; 2025Q1: 17,474 shares; 2025Q2: 19,893 shares; 2025Q3: 20,904 shares; 2025Q4: 21,788 shares 21,788 $763K 0.01% +884 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,531 shares 10,531 $754K 0.01% new Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,472 shares; 2025Q4: 19,892 shares 19,892 $753K 0.01% +8,420 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,962 shares; 2025Q1: 1,998 shares; 2025Q2: 2,144 shares; 2025Q3: 2,351 shares; 2025Q4: 2,593 shares 2,593 $752K 0.01% +242 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares 1,245 $751K 0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,904 shares; 2025Q3: 34,996 shares; 2025Q4: 35,703 shares 35,703 $750K 0.01% +707 Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,411 shares; 2024Q4: 28,511 shares; 2025Q1: 28,661 shares; 2025Q2: 29,561 shares; 2025Q3: 29,361 shares; 2025Q4: 30,361 shares 30,361 $748K 0.01% +1,000 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,128 shares; 2025Q4: 4,313 shares 4,313 $745K 0.01% +2,185 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,887 shares; 2025Q1: 2,089 shares; 2025Q2: 2,345 shares; 2025Q3: 1,834 shares; 2025Q4: 1,632 shares 1,632 $743K 0.01% -202 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,148 shares; 2025Q2: 26,531 shares; 2025Q3: 30,103 shares; 2025Q4: 31,098 shares 31,098 $741K 0.01% +995 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,619 shares 5,619 $734K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,297 shares; 2025Q1: 2,368 shares; 2025Q2: 2,568 shares; 2025Q3: 4,466 shares; 2025Q4: 4,671 shares 4,671 $732K 0.01% +205 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares 1,639 $729K 0.01% 0 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,549 shares; 2025Q3: 15,642 shares; 2025Q4: 18,050 shares 18,050 $729K 0.01% +2,408 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,836 shares; 2024Q4: 25,641 shares; 2025Q1: 21,186 shares; 2025Q2: 15,817 shares; 2025Q3: 17,866 shares; 2025Q4: 19,731 shares 19,731 $728K 0.01% +1,865 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,343 shares; 2025Q3: 19,217 shares; 2025Q4: 20,948 shares 20,948 $723K 0.01% +1,731 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,610 shares; 2025Q1: 1,679 shares; 2025Q2: 1,639 shares; 2025Q3: 1,708 shares; 2025Q4: 1,623 shares 1,623 $722K 0.01% -85 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,239 shares; 2024Q4: 25,219 shares; 2025Q1: 25,219 shares; 2025Q2: 31,729 shares; 2025Q3: 37,686 shares; 2025Q4: 37,686 shares 37,686 $721K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,268 shares; 2025Q1: 1,722 shares; 2025Q2: 1,931 shares; 2025Q3: 1,928 shares; 2025Q4: 2,283 shares 2,283 $720K 0.01% +355 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,608 shares; 2025Q1: 2,683 shares; 2025Q2: 2,706 shares; 2025Q3: 4,391 shares; 2025Q4: 4,306 shares 4,306 $716K 0.01% -85 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,574 shares; 2025Q3: 20,109 shares; 2025Q4: 20,278 shares 20,278 $716K 0.01% +169 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,552 shares; 2024Q4: 23,334 shares; 2025Q1: 21,877 shares; 2025Q2: 26,116 shares; 2025Q3: 29,383 shares; 2025Q4: 31,759 shares 31,759 $714K 0.01% +2,376 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,669 shares; 2024Q4: 64,065 shares; 2025Q1: 61,908 shares; 2025Q2: 63,034 shares; 2025Q3: 64,850 shares; 2025Q4: 79,200 shares 79,200 $712K 0.01% +14,350 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,676 shares; 2024Q4: 18,498 shares; 2025Q1: 20,477 shares; 2025Q2: 24,246 shares; 2025Q3: 27,895 shares; 2025Q4: 28,967 shares 28,967 $711K 0.01% +1,072 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,834 shares; 2024Q4: 54,479 shares; 2025Q1: 51,215 shares; 2025Q2: 38,665 shares; 2025Q3: 38,238 shares; 2025Q4: 29,459 shares 29,459 $710K 0.01% -8,779 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,726 shares; 2025Q3: 28,992 shares; 2025Q4: 30,762 shares 30,762 $710K 0.01% +1,770 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 22,243 shares; 2025Q1: 24,481 shares; 2025Q2: 28,877 shares; 2025Q3: 32,019 shares; 2025Q4: 34,548 shares 34,548 $709K 0.01% +2,529 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,367 shares; 2024Q4: 5,340 shares; 2025Q1: 4,516 shares; 2025Q2: 4,653 shares; 2025Q3: 4,654 shares; 2025Q4: 4,324 shares 4,324 $707K 0.01% -330 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,227 shares; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 3,683 shares; 2025Q4: 3,743 shares 3,743 $705K 0.01% +60 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,686 shares; 2025Q4: 3,394 shares 3,394 $703K 0.01% +1,708 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 7,151 shares; 2025Q1: 7,459 shares; 2025Q2: 8,435 shares; 2025Q3: 9,493 shares; 2025Q4: 10,363 shares 10,363 $702K 0.01% +870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 2,148 shares; 2025Q1: 2,607 shares; 2025Q2: 2,938 shares; 2025Q3: 2,570 shares; 2025Q4: 2,771 shares 2,771 $701K 0.01% +201 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,679 shares; 2025Q2: 4,568 shares; 2025Q3: 7,238 shares; 2025Q4: 7,510 shares 7,510 $697K 0.01% +272 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 961 shares; 2025Q1: 1,111 shares; 2025Q2: 1,181 shares; 2025Q3: 1,913 shares; 2025Q4: 1,782 shares 1,782 $697K 0.01% -131 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,115 shares; 2025Q3: 9,419 shares; 2025Q4: 9,372 shares 9,372 $696K 0.01% -47 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,356 shares; 2024Q4: 46,887 shares; 2025Q1: 41,220 shares; 2025Q2: 33,713 shares; 2025Q3: 26,577 shares; 2025Q4: 22,869 shares 22,869 $694K 0.01% -3,708 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,339 shares; 2024Q4: 15,909 shares; 2025Q1: 8,279 shares; 2025Q2: 11,650 shares; 2025Q3: 11,662 shares; 2025Q4: 11,680 shares 11,680 $693K 0.01% +18 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,291 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,291 shares; 2025Q3: 2,278 shares; 2025Q4: 2,394 shares 2,394 $689K 0.01% +116 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 16,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,149 shares; 2025Q4: 15,800 shares 15,800 $689K 0.01% +2,651 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,491 shares; 2024Q4: 36,933 shares; 2025Q1: 4,094 shares; 2025Q2: 4,300 shares; 2025Q3: 4,890 shares; 2025Q4: 4,936 shares 4,936 $681K 0.01% +46 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 3,834 shares; 2025Q1: 4,306 shares; 2025Q2: 4,471 shares; 2025Q3: 5,325 shares; 2025Q4: 5,346 shares 5,346 $677K 0.01% +21 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,813 shares; 2025Q1: 5,822 shares; 2025Q2: 5,406 shares; 2025Q3: 13,884 shares; 2025Q4: 15,117 shares 15,117 $676K 0.01% +1,233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,486 shares; 2025Q1: 4,667 shares; 2025Q2: 5,030 shares; 2025Q3: 4,601 shares; 2025Q4: 4,889 shares 4,889 $675K 0.01% +288 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,134 shares 16,134 $669K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,892 shares; 2025Q1: 2,902 shares; 2025Q2: 12,181 shares; 2025Q3: 11,438 shares; 2025Q4: 10,395 shares 10,395 $669K 0.01% -1,043 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,576 shares; 2024Q4: 21,036 shares; 2025Q1: 10,094 shares; 2025Q2: 10,306 shares; 2025Q3: 6,181 shares; 2025Q4: 5,859 shares 5,859 $667K 0.01% -322 Timeline CPAC CEMENTOS PACASMAYO S A A More: the full row for CEMENTOS PACASMAYO S A A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,041 shares; 2025Q4: 63,531 shares 63,531 $662K 0.01% -11,510 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,324 shares; 2024Q4: 19,168 shares; 2025Q1: 6,032 shares; 2025Q2: 6,753 shares; 2025Q3: 7,654 shares; 2025Q4: 7,759 shares 7,759 $661K 0.01% +105 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 6,176 shares; 2025Q1: 5,457 shares; 2025Q2: 4,689 shares; 2025Q3: 5,261 shares; 2025Q4: 5,303 shares 5,303 $658K 0.01% +42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,747 shares; 2024Q4: 49,110 shares; 2025Q1: 48,069 shares; 2025Q2: 45,597 shares; 2025Q3: 32,712 shares; 2025Q4: 32,123 shares 32,123 $655K 0.01% -589 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,808 shares; 2024Q4: 9,808 shares; 2025Q1: 9,808 shares; 2025Q2: 9,808 shares; 2025Q3: 9,808 shares; 2025Q4: 9,808 shares 9,808 $652K 0.01% 0 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,053 shares; 2024Q4: 157,689 shares; 2025Q1: 122,569 shares; 2025Q2: 109,511 shares; 2025Q3: 89,832 shares; 2025Q4: 77,735 shares 77,735 $650K 0.01% -12,097 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,097 shares 40,097 $649K 0.01% new Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,958 shares; 2024Q4: 69,085 shares; 2025Q1: 66,124 shares; 2025Q2: 53,848 shares; 2025Q3: 43,259 shares; 2025Q4: 37,190 shares 37,190 $649K 0.01% -6,069 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,442 shares; 2024Q4: 5,502 shares; 2025Q1: 5,540 shares; 2025Q2: 5,198 shares; 2025Q3: 6,510 shares; 2025Q4: 4,070 shares 4,070 $649K 0.01% -2,440 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,632 shares; 2025Q1: 5,713 shares; 2025Q2: 6,433 shares; 2025Q3: 7,517 shares; 2025Q4: 7,888 shares 7,888 $647K 0.01% +371 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,258 shares; 2024Q4: 126,363 shares; 2025Q1: 96,566 shares; 2025Q2: 111,771 shares; 2025Q3: 93,862 shares; 2025Q4: 85,821 shares 85,821 $645K 0.01% -8,041 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 3,934 shares; 2025Q1: 4,293 shares; 2025Q2: 4,478 shares; 2025Q3: 5,638 shares; 2025Q4: 6,170 shares 6,170 $643K 0.01% +532 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,629 shares; 2024Q4: 10,791 shares; 2025Q1: 10,352 shares; 2025Q2: 13,089 shares; 2025Q3: 16,195 shares; 2025Q4: 16,178 shares 16,178 $638K 0.01% -17 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,017 shares; 2024Q4: 12,287 shares; 2025Q1: 12,171 shares; 2025Q2: 12,982 shares; 2025Q3: 15,445 shares; 2025Q4: 17,099 shares 17,099 $636K 0.01% +1,654 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 6,596 shares; 2025Q1: 5,144 shares; 2025Q2: 5,144 shares; 2025Q3: 6,320 shares; 2025Q4: 7,878 shares 7,878 $635K 0.01% +1,558 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,729 shares; 2024Q4: 239,057 shares; 2025Q1: 217,035 shares; 2025Q2: 167,553 shares; 2025Q3: 151,740 shares; 2025Q4: 130,650 shares 130,650 $635K 0.01% -21,090 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,475 shares; 2025Q4: 17,214 shares 17,214 $633K 0.01% +739 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,075 shares; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 2,492 shares; 2025Q4: 2,631 shares 2,631 $630K 0.01% +139 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,264 shares; 2025Q4: 3,188 shares 3,188 $628K 0.01% -76 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 13,108 shares; 2025Q1: 13,838 shares; 2025Q2: 12,947 shares; 2025Q3: 13,668 shares; 2025Q4: 13,497 shares 13,497 $627K 0.01% -171 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,190 shares; 2025Q2: 16,168 shares; 2025Q3: 16,501 shares; 2025Q4: 17,125 shares 17,125 $625K 0.01% +624 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,366 shares; 2024Q4: 10,379 shares; 2025Q1: 10,734 shares; 2025Q2: 10,292 shares; 2025Q3: 17,253 shares; 2025Q4: 26,252 shares 26,252 $622K 0.01% +8,999 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 19,251 shares; 2025Q1: 9,544 shares; 2025Q2: 5,857 shares; 2025Q3: 5,810 shares; 2025Q4: 5,873 shares 5,873 $621K 0.01% +63 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 2,001 shares; 2025Q1: 2,913 shares; 2025Q2: 3,438 shares; 2025Q3: 3,157 shares; 2025Q4: 2,420 shares 2,420 $620K 0.01% -737 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,500 shares 13,500 $618K 0.01% new Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,015 shares; 2025Q2: 7,045 shares; 2025Q3: 8,909 shares; 2025Q4: 9,621 shares 9,621 $618K 0.01% +712 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,425 shares; 2024Q4: 130,646 shares; 2025Q1: 115,924 shares; 2025Q2: 85,854 shares; 2025Q3: 76,970 shares; 2025Q4: 66,369 shares 66,369 $617K 0.01% -10,601 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,769 shares; 2025Q4: 25,200 shares 25,200 $616K 0.01% +10,431 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 7,763 shares; 2025Q1: 8,226 shares; 2025Q2: 12,133 shares; 2025Q3: 11,945 shares; 2025Q4: 12,061 shares 12,061 $615K 0.01% +116 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,231 shares; 2024Q4: 23,287 shares; 2025Q1: 25,435 shares; 2025Q2: 26,329 shares; 2025Q3: 29,272 shares; 2025Q4: 29,478 shares 29,478 $608K 0.01% +206 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,100 shares; 2025Q1: 1,005 shares; 2025Q2: 969 shares; 2025Q3: 1,182 shares; 2025Q4: 1,191 shares 1,191 $608K 0.01% +9 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,948 shares; 2025Q1: 1,837 shares; 2025Q2: 1,916 shares; 2025Q3: 3,434 shares; 2025Q4: 2,136 shares 2,136 $605K 0.01% -1,298 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,353 shares; 2024Q4: 118,367 shares; 2025Q1: 107,011 shares; 2025Q2: 80,837 shares; 2025Q3: 70,909 shares; 2025Q4: 61,006 shares 61,006 $605K 0.01% -9,903 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,057 shares; 2025Q3: 17,457 shares; 2025Q4: 24,223 shares 24,223 $602K 0.01% +6,766 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,661 shares; 2025Q4: 6,894 shares 6,894 $602K 0.01% +1,233 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,348 shares; 2025Q2: 14,602 shares; 2025Q3: 14,253 shares; 2025Q4: 13,918 shares 13,918 $602K 0.01% -335 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,434 shares; 2024Q4: 41,425 shares; 2025Q1: 41,425 shares; 2025Q2: 41,425 shares; 2025Q3: 51,121 shares; 2025Q4: 51,763 shares 51,763 $602K 0.01% +642 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,722 shares; 2024Q4: 13,408 shares; 2025Q1: 5,313 shares; 2025Q2: not reported; 2025Q3: 5,313 shares; 2025Q4: 7,397 shares 7,397 $602K 0.01% +2,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,248 shares; 2024Q4: 35,171 shares; 2025Q1: 34,462 shares; 2025Q2: 33,305 shares; 2025Q3: 32,993 shares; 2025Q4: 33,140 shares 33,140 $601K 0.01% +147 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,481 shares; 2024Q4: 158,994 shares; 2025Q1: 170,827 shares; 2025Q2: 164,776 shares; 2025Q3: 143,164 shares; 2025Q4: 146,789 shares 146,789 $600K 0.01% +3,625 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,534 shares; 2025Q3: 10,417 shares; 2025Q4: 7,900 shares 7,900 $600K 0.01% -2,517 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,837 shares; 2024Q4: 44,753 shares; 2025Q1: 10,466 shares; 2025Q2: 10,831 shares; 2025Q3: 12,155 shares; 2025Q4: 13,116 shares 13,116 $597K 0.01% +961 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,211 shares; 2025Q2: 17,450 shares; 2025Q3: 22,371 shares; 2025Q4: 22,234 shares 22,234 $596K 0.01% -137 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,654 shares; 2024Q4: 66,456 shares; 2025Q1: 42,322 shares; 2025Q2: 42,322 shares; 2025Q3: 36,417 shares; 2025Q4: 36,126 shares 36,126 $595K 0.01% -291 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,251 shares; 2025Q3: 1,246 shares; 2025Q4: 2,666 shares 2,666 $593K 0.01% +1,420 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,933 shares; 2025Q2: 13,407 shares; 2025Q3: 14,678 shares; 2025Q4: 15,307 shares 15,307 $590K 0.01% +629 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,139 shares; 2024Q4: 14,139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,139 shares; 2025Q4: 14,139 shares 14,139 $587K 0.01% 0 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,043 shares; 2025Q1: not reported; 2025Q2: 7,354 shares; 2025Q3: 7,354 shares; 2025Q4: 7,421 shares 7,421 $585K 0.01% +67 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,642 shares; 2025Q1: not reported; 2025Q2: 2,502 shares; 2025Q3: 2,882 shares; 2025Q4: 3,673 shares 3,673 $585K 0.01% +791 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,808 shares 1,808 $584K 0.01% new Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,472 shares; 2024Q4: 18,972 shares; 2025Q1: 18,972 shares; 2025Q2: 19,518 shares; 2025Q3: 19,464 shares; 2025Q4: 19,473 shares 19,473 $583K 0.01% +9 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,421 shares; 2025Q1: 776 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,506 shares 1,506 $583K 0.01% +72 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,072 shares; 2025Q4: 3,329 shares 3,329 $581K 0.01% +257 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 9,937 shares; 2025Q1: 11,197 shares; 2025Q2: 11,197 shares; 2025Q3: 11,197 shares; 2025Q4: 10,897 shares 10,897 $578K 0.01% -300 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968,228 shares; 2024Q4: 947,463 shares; 2025Q1: 1,170,557 shares; 2025Q2: 14,510 shares; 2025Q3: 13,997 shares; 2025Q4: 13,508 shares 13,508 $577K 0.01% -489 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,441 shares; 2025Q1: 1,107 shares; 2025Q2: 1,235 shares; 2025Q3: 1,369 shares; 2025Q4: 1,465 shares 1,465 $577K 0.01% +96 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 3,589 shares 3,589 $576K 0.01% +2,092 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 8,099 shares; 2025Q1: 7,564 shares; 2025Q2: 8,621 shares; 2025Q3: 10,450 shares; 2025Q4: 10,985 shares 10,985 $575K 0.01% +535 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,965 shares; 2024Q4: 7,965 shares; 2025Q1: 9,731 shares; 2025Q2: 10,747 shares; 2025Q3: 10,022 shares; 2025Q4: 9,188 shares 9,188 $574K 0.01% -834 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,988 shares; 2025Q3: 3,063 shares; 2025Q4: 3,076 shares 3,076 $573K 0.01% +13 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,351 shares; 2024Q4: 69,743 shares; 2025Q1: 67,967 shares; 2025Q2: 48,999 shares; 2025Q3: 43,514 shares; 2025Q4: 37,313 shares 37,313 $572K 0.01% -6,201 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,137 shares; 2024Q4: 42,193 shares; 2025Q1: 45,621 shares; 2025Q2: 42,243 shares; 2025Q3: 26,314 shares; 2025Q4: 24,474 shares 24,474 $572K 0.01% -1,840 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,907 shares; 2025Q4: 6,672 shares 6,672 $572K 0.01% +1,765 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: 6,174 shares; 2025Q1: 5,596 shares; 2025Q2: 5,599 shares; 2025Q3: 5,537 shares; 2025Q4: 5,540 shares 5,540 $571K 0.01% +3 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,839 shares; 2025Q1: 2,342 shares; 2025Q2: 3,586 shares; 2025Q3: 3,927 shares; 2025Q4: 3,810 shares 3,810 $567K 0.01% -117 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,374 shares 26,374 $557K 0.01% new Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: 8,935 shares; 2025Q1: 9,301 shares; 2025Q2: 9,099 shares; 2025Q3: 9,813 shares; 2025Q4: 9,439 shares 9,439 $553K 0.01% -374 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 2,156 shares; 2025Q4: 2,697 shares 2,697 $553K 0.01% +541 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,617 shares; 2025Q2: 5,834 shares; 2025Q3: 6,112 shares; 2025Q4: 7,644 shares 7,644 $552K 0.01% +1,532 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,932 shares; 2025Q3: 4,935 shares; 2025Q4: 11,718 shares 11,718 $552K 0.01% +6,783 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,538 shares; 2025Q1: 1,350 shares; 2025Q2: 1,438 shares; 2025Q3: 1,739 shares; 2025Q4: 1,907 shares 1,907 $551K 0.01% +168 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,385 shares; 2025Q3: 15,385 shares; 2025Q4: 14,937 shares 14,937 $550K 0.01% -448 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,017 shares; 2025Q1: 1,213 shares; 2025Q2: 1,237 shares; 2025Q3: 1,232 shares; 2025Q4: 1,238 shares 1,238 $550K 0.01% +6 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,500 shares; 2024Q4: 56,710 shares; 2025Q1: not reported; 2025Q2: 13,941 shares; 2025Q3: 12,163 shares; 2025Q4: 20,975 shares 20,975 $549K 0.01% +8,812 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,166 shares; 2025Q3: 3,247 shares; 2025Q4: 3,218 shares 3,218 $549K 0.01% -29 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,538 shares; 2025Q1: 2,307 shares; 2025Q2: 2,406 shares; 2025Q3: 2,875 shares; 2025Q4: 2,768 shares 2,768 $548K 0.01% -107 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,274 shares; 2025Q3: 3,222 shares; 2025Q4: 3,814 shares 3,814 $548K 0.01% +592 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,691 shares; 2025Q4: 6,347 shares 6,347 $548K 0.01% +1,656 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,806 shares; 2025Q2: 8,063 shares; 2025Q3: 9,100 shares; 2025Q4: 9,030 shares 9,030 $546K 0.01% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 955 shares; 2025Q1: 396 shares; 2025Q2: 4,235 shares; 2025Q3: 3,535 shares; 2025Q4: 3,535 shares 3,535 $542K 0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,593 shares 1,593 $541K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 12,646 shares; 2025Q1: 11,947 shares; 2025Q2: 13,656 shares; 2025Q3: 13,693 shares; 2025Q4: 19,146 shares 19,146 $538K 0.01% +5,453 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 11,769 shares; 2025Q1: 11,884 shares; 2025Q2: 11,722 shares; 2025Q3: 12,274 shares; 2025Q4: 6,762 shares 6,762 $536K 0.01% -5,512 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 8,492 shares; 2025Q1: 7,415 shares; 2025Q2: 7,012 shares; 2025Q3: 7,657 shares; 2025Q4: 9,960 shares 9,960 $534K 0.01% +2,303 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,607 shares; 2025Q1: 10,491 shares; 2025Q2: 9,995 shares; 2025Q3: 11,477 shares; 2025Q4: 11,751 shares 11,751 $534K 0.01% +274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,381 shares; 2024Q4: 9,505 shares; 2025Q1: 6,788 shares; 2025Q2: 9,134 shares; 2025Q3: 10,009 shares; 2025Q4: 10,591 shares 10,591 $533K 0.01% +582 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,454 shares; 2025Q4: 4,093 shares 4,093 $532K 0.01% -361 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,703 shares; 2025Q1: 1,643 shares; 2025Q2: 1,644 shares; 2025Q3: 1,642 shares; 2025Q4: 1,643 shares 1,643 $530K 0.01% +1 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,142 shares; 2025Q4: 5,208 shares 5,208 $526K 0.01% +2,066 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,559 shares; 2024Q4: 91,573 shares; 2025Q1: 7,563 shares; 2025Q2: 6,821 shares; 2025Q3: 6,578 shares; 2025Q4: 7,229 shares 7,229 $524K 0.01% +651 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,379 shares; 2025Q1: 4,247 shares; 2025Q2: 4,269 shares; 2025Q3: 4,164 shares; 2025Q4: 5,858 shares 5,858 $518K 0.01% +1,694 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares; 2025Q4: 2,065 shares 2,065 $518K 0.01% +931 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,693 shares; 2024Q4: 61,911 shares; 2025Q1: 63,832 shares; 2025Q2: 72,389 shares; 2025Q3: 73,147 shares; 2025Q4: 29,648 shares 29,648 $514K 0.01% -43,499 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,112 shares; 2025Q1: 1,989 shares; 2025Q2: 3,370 shares; 2025Q3: 4,304 shares; 2025Q4: 2,558 shares 2,558 $514K 0.01% -1,746 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,001 shares; 2025Q4: 16,454 shares 16,454 $507K 0.01% -2,547 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,372 shares; 2024Q4: 7,266 shares; 2025Q1: 7,984 shares; 2025Q2: 9,103 shares; 2025Q3: 10,404 shares; 2025Q4: 10,982 shares 10,982 $506K 0.01% +578 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,199 shares; 2024Q4: 10,481 shares; 2025Q1: 10,479 shares; 2025Q2: 11,479 shares; 2025Q3: 11,548 shares; 2025Q4: 11,459 shares 11,459 $501K 0.01% -89 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,989 shares; 2025Q4: 20,979 shares 20,979 $497K 0.01% +10,990 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,522 shares; 2025Q4: 13,517 shares 13,517 $495K 0.01% +1,995 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,496 shares; 2025Q1: 5,958 shares; 2025Q2: 6,565 shares; 2025Q3: 7,608 shares; 2025Q4: 6,315 shares 6,315 $494K 0.01% -1,293 Timeline VBNK VERSABANK NEW More: the full row for VERSABANK NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,120 shares; 2025Q3: 35,621 shares; 2025Q4: 32,760 shares 32,760 $490K 0.01% -2,861 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 5,120 shares; 2025Q1: 4,737 shares; 2025Q2: 5,307 shares; 2025Q3: 7,639 shares; 2025Q4: 8,515 shares 8,515 $489K 0.01% +876 Timeline RUSC RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,153 shares; 2025Q3: 15,678 shares; 2025Q4: 15,707 shares 15,707 $489K 0.01% +29 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 6,261 shares; 2025Q1: 8,047 shares; 2025Q2: 8,633 shares; 2025Q3: 2,755 shares; 2025Q4: 3,591 shares 3,591 $488K 0.01% +836 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,209 shares; 2024Q4: 10,384 shares; 2025Q1: 12,380 shares; 2025Q2: 12,513 shares; 2025Q3: 12,484 shares; 2025Q4: 11,975 shares 11,975 $488K 0.01% -509 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,385 shares; 2025Q3: 1,882 shares; 2025Q4: 1,696 shares 1,696 $487K 0.01% -186 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,076 shares; 2024Q4: 45,171 shares; 2025Q1: 43,301 shares; 2025Q2: 41,795 shares; 2025Q3: 41,305 shares; 2025Q4: 37,153 shares 37,153 $487K 0.01% -4,152 Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,996 shares; 2025Q4: 5,389 shares 5,389 $486K 0.01% -607 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,784 shares 2,784 $480K 0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,067 shares; 2025Q1: 5,056 shares; 2025Q2: 5,161 shares; 2025Q3: 4,643 shares; 2025Q4: 4,595 shares 4,595 $478K 0.01% -48 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,056 shares; 2024Q4: 13,845 shares; 2025Q1: 15,347 shares; 2025Q2: 4,472 shares; 2025Q3: 4,563 shares; 2025Q4: 2,336 shares 2,336 $477K 0.01% -2,227 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,941 shares; 2025Q2: 9,941 shares; 2025Q3: 9,941 shares; 2025Q4: 9,941 shares 9,941 $477K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,230 shares; 2024Q4: 22,888 shares; 2025Q1: 23,856 shares; 2025Q2: 15,394 shares; 2025Q3: 14,776 shares; 2025Q4: 31,893 shares 31,893 $476K 0.01% +17,117 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 2,168 shares; 2025Q1: 1,539 shares; 2025Q2: 1,757 shares; 2025Q3: 2,943 shares; 2025Q4: 2,948 shares 2,948 $476K 0.01% +5 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,658 shares 10,658 $475K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,818 shares; 2024Q4: 22,134 shares; 2025Q1: 23,152 shares; 2025Q2: 9,582 shares; 2025Q3: 9,104 shares; 2025Q4: 4,851 shares 4,851 $474K 0.01% -4,253 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,068 shares; 2025Q1: 6,218 shares; 2025Q2: 5,601 shares; 2025Q3: 5,477 shares; 2025Q4: 5,460 shares 5,460 $472K 0.01% -17 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,178 shares; 2025Q4: 13,391 shares 13,391 $470K 0.01% +213 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 17,205 shares; 2025Q1: 13,720 shares; 2025Q2: 15,207 shares; 2025Q3: 16,054 shares; 2025Q4: 17,596 shares 17,596 $469K 0.01% +1,542 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,500 shares; 2025Q1: 2,525 shares; 2025Q2: 2,626 shares; 2025Q3: 2,644 shares; 2025Q4: 2,620 shares 2,620 $468K 0.01% -24 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,885 shares; 2025Q4: 11,850 shares 11,850 $467K 0.01% +965 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,307 shares; 2025Q1: 3,268 shares; 2025Q2: 3,166 shares; 2025Q3: 5,398 shares; 2025Q4: 5,348 shares 5,348 $461K 0.01% -50 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,102 shares; 2025Q1: 3,152 shares; 2025Q2: 3,312 shares; 2025Q3: 4,012 shares; 2025Q4: 3,445 shares 3,445 $460K 0.01% -567 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,157 shares; 2025Q2: 5,233 shares; 2025Q3: 8,372 shares; 2025Q4: 9,339 shares 9,339 $455K 0.01% +967 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,762 shares; 2024Q4: 23,332 shares; 2025Q1: 20,584 shares; 2025Q2: 6,055 shares; 2025Q3: 3,354 shares; 2025Q4: 5,375 shares 5,375 $453K 0.01% +2,021 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,441 shares; 2025Q3: 14,485 shares; 2025Q4: 14,485 shares 14,485 $453K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,749 shares; 2025Q2: not reported; 2025Q3: 2,804 shares; 2025Q4: 2,798 shares 2,798 $451K <0.01% -6 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 2,067 shares 2,067 $451K <0.01% +539 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 6,042 shares; 2025Q1: 6,393 shares; 2025Q2: 6,385 shares; 2025Q3: 6,544 shares; 2025Q4: 6,675 shares 6,675 $450K <0.01% +131 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,920 shares; 2025Q3: 3,069 shares; 2025Q4: 3,083 shares 3,083 $448K <0.01% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,951 shares; 2024Q4: 21,768 shares; 2025Q1: 18,616 shares; 2025Q2: 18,310 shares; 2025Q3: 18,688 shares; 2025Q4: 18,919 shares 18,919 $447K <0.01% +231 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,345 shares; 2025Q4: 20,634 shares 20,634 $447K <0.01% +2,289 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 4,037 shares; 2025Q1: 3,990 shares; 2025Q2: 4,024 shares; 2025Q3: 4,125 shares; 2025Q4: 4,516 shares 4,516 $446K <0.01% +391 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 724 shares; 2025Q2: 1,035 shares; 2025Q3: 1,459 shares; 2025Q4: 1,726 shares 1,726 $446K <0.01% +267 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,495 shares; 2024Q4: 19,126 shares; 2025Q1: 17,170 shares; 2025Q2: 17,041 shares; 2025Q3: 11,153 shares; 2025Q4: 12,731 shares 12,731 $442K <0.01% +1,578 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,411 shares; 2024Q4: 13,186 shares; 2025Q1: 9,904 shares; 2025Q2: 9,904 shares; 2025Q3: 9,884 shares; 2025Q4: 9,785 shares 9,785 $440K <0.01% -99 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,975 shares 15,975 $440K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: 739 shares; 2025Q2: 1,494 shares; 2025Q3: 1,657 shares; 2025Q4: 1,231 shares 1,231 $440K <0.01% -426 Timeline BBAR BANCO BBVA ARGENTINA S A More: the full row for BANCO BBVA ARGENTINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,289 shares; 2024Q4: 26,457 shares; 2025Q1: 18,289 shares; 2025Q2: 18,268 shares; 2025Q3: 26,071 shares; 2025Q4: 24,330 shares 24,330 $440K <0.01% -1,741 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,631 shares; 2024Q4: 20,571 shares; 2025Q1: 17,051 shares; 2025Q2: 17,062 shares; 2025Q3: 17,055 shares; 2025Q4: 15,407 shares 15,407 $439K <0.01% -1,648 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,381 shares; 2024Q4: 44,440 shares; 2025Q1: 20,817 shares; 2025Q2: 5,662 shares; 2025Q3: 5,142 shares; 2025Q4: 4,490 shares 4,490 $435K <0.01% -652 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,730 shares; 2025Q4: 28,353 shares 28,353 $435K <0.01% +5,623 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,449 shares; 2025Q1: 17,176 shares; 2025Q2: 16,141 shares; 2025Q3: 16,822 shares; 2025Q4: 16,565 shares 16,565 $431K <0.01% -257 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,929 shares; 2025Q1: 5,725 shares; 2025Q2: 5,762 shares; 2025Q3: 5,078 shares; 2025Q4: 5,463 shares 5,463 $430K <0.01% +385 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,421 shares; 2025Q1: 21,327 shares; 2025Q2: 20,760 shares; 2025Q3: 23,688 shares; 2025Q4: 25,246 shares 25,246 $429K <0.01% +1,558 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,073 shares; 2024Q4: 12,615 shares; 2025Q1: 14,639 shares; 2025Q2: 18,792 shares; 2025Q3: 26,096 shares; 2025Q4: 24,770 shares 24,770 $429K <0.01% -1,326 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,074 shares; 2025Q3: 3,082 shares; 2025Q4: 3,108 shares 3,108 $428K <0.01% +26 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,221 shares; 2024Q4: 11,188 shares; 2025Q1: 12,658 shares; 2025Q2: 13,888 shares; 2025Q3: 15,934 shares; 2025Q4: 4,138 shares 4,138 $426K <0.01% -11,796 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,390 shares; 2025Q4: 167,550 shares 167,550 $426K <0.01% +3,160 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,558 shares; 2025Q2: 5,055 shares; 2025Q3: 6,217 shares; 2025Q4: 2,180 shares 2,180 $424K <0.01% -4,037 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,632 shares; 2024Q4: 26,452 shares; 2025Q1: 12,418 shares; 2025Q2: 11,625 shares; 2025Q3: 7,806 shares; 2025Q4: 6,808 shares 6,808 $423K <0.01% -998 Timeline