VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,930 shares; 2025Q2: 77,543 shares; 2025Q3: 40,133 shares 40,133 $6.05M 0.01% -37,410 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,428 shares; 2024Q4: 56,085 shares; 2025Q1: 63,154 shares; 2025Q2: 69,972 shares; 2025Q3: 65,687 shares 65,687 $6.03M 0.01% -4,285 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094,307 shares; 2024Q4: 388,103 shares; 2025Q1: 44,700 shares; 2025Q2: 83,776 shares; 2025Q3: 165,076 shares 165,076 $6M 0.01% +81,300 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,223 shares; 2024Q4: 45,006 shares; 2025Q1: 37,690 shares; 2025Q2: 36,610 shares; 2025Q3: 37,550 shares 37,550 $6M 0.01% +940 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,954 shares; 2024Q4: 115,747 shares; 2025Q1: 114,445 shares; 2025Q2: 114,157 shares; 2025Q3: 107,040 shares 107,040 $5.94M 0.01% -7,117 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,574 shares; 2024Q4: 355,864 shares; 2025Q1: 309,136 shares; 2025Q2: 186,133 shares; 2025Q3: 183,995 shares 183,995 $5.92M 0.01% -2,138 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,010 shares; 2024Q4: 103,609 shares; 2025Q1: 99,258 shares; 2025Q2: 93,805 shares; 2025Q3: 96,517 shares 96,517 $5.9M 0.01% +2,712 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,461 shares; 2024Q4: 78,166 shares; 2025Q1: 71,909 shares; 2025Q2: 70,766 shares; 2025Q3: 66,808 shares 66,808 $5.85M 0.01% -3,958 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,088 shares; 2024Q4: 46,379 shares; 2025Q1: 115,047 shares; 2025Q2: 104,043 shares; 2025Q3: 126,388 shares 126,388 $5.85M 0.01% +22,345 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,891 shares; 2024Q4: 103,865 shares; 2025Q1: 103,865 shares; 2025Q2: 99,523 shares; 2025Q3: 99,566 shares 99,566 $5.85M 0.01% +43 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,021 shares; 2024Q4: 30,079 shares; 2025Q1: 29,315 shares; 2025Q2: 29,776 shares; 2025Q3: 28,128 shares 28,128 $5.81M 0.01% -1,648 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,778 shares; 2024Q4: 34,778 shares; 2025Q1: 34,453 shares; 2025Q2: 34,463 shares; 2025Q3: 34,463 shares 34,463 $5.6M 0.01% 0 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,245 shares; 2024Q4: 773,535 shares; 2025Q1: 778,816 shares; 2025Q2: 686,929 shares; 2025Q3: 206,819 shares 206,819 $5.55M 0.01% -480,110 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,246 shares; 2024Q4: 150,035 shares; 2025Q1: 145,938 shares; 2025Q2: 128,817 shares; 2025Q3: 123,089 shares 123,089 $5.54M 0.01% -5,728 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924,201 shares; 2024Q4: 44,877 shares; 2025Q1: 27,658 shares; 2025Q2: 25,853 shares; 2025Q3: 20,932 shares 20,932 $5.5M 0.01% -4,921 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,377 shares; 2024Q4: 91,967 shares; 2025Q1: 91,067 shares; 2025Q2: 75,432 shares; 2025Q3: 75,432 shares 75,432 $5.47M 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,824 shares; 2024Q4: 649,322 shares; 2025Q1: 51,159 shares; 2025Q2: 49,678 shares; 2025Q3: 46,062 shares 46,062 $5.46M 0.01% -3,616 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,176 shares; 2024Q4: 10,923 shares; 2025Q1: 13,459 shares; 2025Q2: 18,937 shares; 2025Q3: 18,250 shares 18,250 $5.43M 0.01% -687 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,084 shares; 2024Q4: 82,914 shares; 2025Q1: 82,025 shares; 2025Q2: 81,507 shares; 2025Q3: 80,742 shares 80,742 $5.42M 0.01% -765 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,497 shares; 2024Q4: 7,611 shares; 2025Q1: 7,389 shares; 2025Q2: 7,435 shares; 2025Q3: 7,135 shares 7,135 $5.41M 0.01% -300 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,526 shares; 2024Q4: 32,782 shares; 2025Q1: 27,017 shares; 2025Q2: 25,846 shares; 2025Q3: 30,707 shares 30,707 $5.36M 0.01% +4,861 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,281 shares; 2025Q1: 6,544 shares; 2025Q2: 35,155 shares; 2025Q3: 24,927 shares 24,927 $5.35M 0.01% -10,228 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,172 shares; 2024Q4: 23,417 shares; 2025Q1: 23,876 shares; 2025Q2: 23,928 shares; 2025Q3: 16,149 shares 16,149 $5.31M 0.01% -7,779 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,352 shares; 2024Q4: 63,363 shares; 2025Q1: 57,291 shares; 2025Q2: 67,607 shares; 2025Q3: 57,928 shares 57,928 $5.28M 0.01% -9,679 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,326 shares; 2024Q4: 27,675 shares; 2025Q1: 28,875 shares; 2025Q2: 29,787 shares; 2025Q3: 28,145 shares 28,145 $5.26M 0.01% -1,642 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,738 shares; 2024Q4: 71,149 shares; 2025Q1: 71,345 shares; 2025Q2: 71,469 shares; 2025Q3: 71,481 shares 71,481 $5.21M 0.01% +12 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,093 shares; 2024Q4: 108,210 shares; 2025Q1: 109,957 shares; 2025Q2: 118,160 shares; 2025Q3: 119,316 shares 119,316 $5.18M 0.01% +1,156 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,865 shares; 2024Q4: 71,554 shares; 2025Q1: 71,873 shares; 2025Q2: 62,464 shares; 2025Q3: 61,207 shares 61,207 $5.16M 0.01% -1,257 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,228 shares; 2024Q4: 22,107 shares; 2025Q1: 22,107 shares; 2025Q2: 21,253 shares; 2025Q3: 19,791 shares 19,791 $5.14M 0.01% -1,462 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,652 shares; 2024Q4: 36,286 shares; 2025Q1: 25,860 shares; 2025Q2: 25,505 shares; 2025Q3: 25,333 shares 25,333 $5.04M 0.01% -172 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,557 shares; 2024Q4: 13,942 shares; 2025Q1: 12,659 shares; 2025Q2: 11,365 shares; 2025Q3: 10,852 shares 10,852 $5.03M 0.01% -513 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,017 shares; 2024Q4: 47,517 shares; 2025Q1: 46,635 shares; 2025Q2: 46,458 shares; 2025Q3: 52,690 shares 52,690 $4.99M 0.01% +6,232 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,018 shares; 2024Q4: 15,861 shares; 2025Q1: 24,466 shares; 2025Q2: 24,831 shares; 2025Q3: 25,446 shares 25,446 $4.98M 0.01% +615 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,914 shares; 2024Q4: 12,900 shares; 2025Q1: 12,833 shares; 2025Q2: 12,833 shares; 2025Q3: 21,249 shares 21,249 $4.97M 0.01% +8,416 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 5,340 shares; 2025Q1: 6,592 shares; 2025Q2: 7,294 shares; 2025Q3: 7,548 shares 7,548 $4.76M 0.01% +254 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,681 shares; 2024Q4: 48,681 shares; 2025Q1: 48,681 shares; 2025Q2: 46,756 shares; 2025Q3: 46,756 shares 46,756 $4.68M 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,278 shares; 2024Q4: 165,303 shares; 2025Q1: 165,303 shares; 2025Q2: 165,303 shares; 2025Q3: 164,775 shares 164,775 $4.68M 0.01% -528 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,574 shares; 2025Q1: 34,613 shares; 2025Q2: 34,983 shares; 2025Q3: 34,786 shares 34,786 $4.66M 0.01% -197 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,481 shares; 2024Q4: 51,683 shares; 2025Q1: 51,683 shares; 2025Q2: 51,616 shares; 2025Q3: 51,616 shares 51,616 $4.63M 0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247,959 shares; 2024Q4: 1,117,449 shares; 2025Q1: 179,265 shares; 2025Q2: 154,379 shares; 2025Q3: 102,108 shares 102,108 $4.58M 0.01% -52,271 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,906 shares; 2024Q4: 32,664 shares; 2025Q1: 30,318 shares; 2025Q2: 26,859 shares; 2025Q3: 23,892 shares 23,892 $4.47M 0.01% -2,967 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,807 shares; 2024Q4: 75,929 shares; 2025Q1: 75,813 shares; 2025Q2: 78,322 shares; 2025Q3: 78,225 shares 78,225 $4.45M 0.01% -97 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303,018 shares; 2024Q4: 1,360,671 shares; 2025Q1: 48,365 shares; 2025Q2: 46,173 shares; 2025Q3: 48,832 shares 48,832 $4.44M 0.01% +2,659 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,985 shares; 2024Q4: 40,932 shares; 2025Q1: 39,278 shares; 2025Q2: 38,129 shares; 2025Q3: 43,972 shares 43,972 $4.43M 0.01% +5,843 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,632 shares; 2024Q4: 77,082 shares; 2025Q1: 73,533 shares; 2025Q2: 71,338 shares; 2025Q3: 68,444 shares 68,444 $4.4M 0.01% -2,894 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,237 shares; 2024Q4: 34,880 shares; 2025Q1: 35,296 shares; 2025Q2: 24,705 shares; 2025Q3: 24,600 shares 24,600 $4.38M 0.01% -105 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,480 shares; 2024Q4: 96,481 shares; 2025Q1: 78,219 shares; 2025Q2: 78,221 shares; 2025Q3: 87,422 shares 87,422 $4.37M 0.01% +9,201 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,352 shares; 2024Q4: 63,970 shares; 2025Q1: 62,470 shares; 2025Q2: 57,650 shares; 2025Q3: 56,918 shares 56,918 $4.35M 0.01% -732 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,131 shares; 2024Q4: 43,744 shares; 2025Q1: 43,923 shares; 2025Q2: 44,198 shares; 2025Q3: 44,219 shares 44,219 $4.35M 0.01% +21 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,990 shares; 2024Q4: 179,363 shares; 2025Q1: 87,170 shares; 2025Q2: 81,861 shares; 2025Q3: 81,200 shares 81,200 $4.34M 0.01% -661 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,383 shares; 2024Q4: 30,118 shares; 2025Q1: 28,755 shares; 2025Q2: 28,457 shares; 2025Q3: 28,390 shares 28,390 $4.32M 0.01% -67 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,286 shares; 2024Q4: 43,434 shares; 2025Q1: 42,684 shares; 2025Q2: 43,429 shares; 2025Q3: 30,166 shares 30,166 $4.29M 0.01% -13,263 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,251 shares; 2024Q4: 25,426 shares; 2025Q1: 24,466 shares; 2025Q2: 31,303 shares; 2025Q3: 23,397 shares 23,397 $4.27M 0.01% -7,906 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,078 shares; 2024Q4: 59,717 shares; 2025Q1: 59,188 shares; 2025Q2: 58,959 shares; 2025Q3: 58,111 shares 58,111 $4.21M 0.01% -848 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016,033 shares; 2024Q4: 328,220 shares; 2025Q1: 291,801 shares; 2025Q2: 84,592 shares; 2025Q3: 41,911 shares 41,911 $4.2M 0.01% -42,681 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,794 shares; 2024Q4: 26,058 shares; 2025Q1: 29,082 shares; 2025Q2: 28,090 shares; 2025Q3: 25,934 shares 25,934 $4.2M 0.01% -2,156 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,713 shares; 2024Q4: 658,751 shares; 2025Q1: 39,706 shares; 2025Q2: 41,815 shares; 2025Q3: 39,474 shares 39,474 $4.15M 0.01% -2,341 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,497 shares; 2024Q4: 6,198 shares; 2025Q1: 5,841 shares; 2025Q2: 5,918 shares; 2025Q3: 5,742 shares 5,742 $4.13M 0.01% -176 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,283 shares; 2024Q4: 30,284 shares; 2025Q1: 29,085 shares; 2025Q2: 27,915 shares; 2025Q3: 20,310 shares 20,310 $4.1M 0.01% -7,605 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,114 shares; 2024Q4: 86,821 shares; 2025Q1: 120,896 shares; 2025Q2: 106,522 shares; 2025Q3: 106,033 shares 106,033 $4.09M 0.01% -489 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,235 shares; 2024Q4: 104,764 shares; 2025Q1: 103,073 shares; 2025Q2: 101,023 shares; 2025Q3: 100,804 shares 100,804 $4.02M 0.01% -219 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,380 shares; 2024Q4: 18,387 shares; 2025Q1: 16,970 shares; 2025Q2: 16,509 shares; 2025Q3: 16,997 shares 16,997 $3.99M 0.01% +488 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,273 shares; 2025Q1: 5,429 shares; 2025Q2: 5,341 shares; 2025Q3: 5,150 shares 5,150 $3.98M 0.01% -191 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,798 shares; 2025Q1: 2,294 shares; 2025Q2: 1,799 shares; 2025Q3: 7,797 shares 7,797 $3.85M 0.01% +5,998 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,973 shares; 2024Q4: 18,384 shares; 2025Q1: 25,628 shares; 2025Q2: 25,631 shares; 2025Q3: 26,103 shares 26,103 $3.8M <0.01% +472 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 662,997 shares; 2025Q1: 672,450 shares; 2025Q2: 579,846 shares; 2025Q3: 26,109 shares 26,109 $3.76M <0.01% -553,737 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,283 shares; 2024Q4: 48,283 shares; 2025Q1: 48,300 shares; 2025Q2: 47,594 shares; 2025Q3: 47,900 shares 47,900 $3.74M <0.01% +306 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,060 shares; 2024Q4: 44,793 shares; 2025Q1: 49,273 shares; 2025Q2: 58,922 shares; 2025Q3: 65,010 shares 65,010 $3.74M <0.01% +6,088 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: 8,340 shares; 2025Q1: 6,573 shares; 2025Q2: 6,706 shares; 2025Q3: 8,668 shares 8,668 $3.73M <0.01% +1,962 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,134 shares; 2024Q4: 90,855 shares; 2025Q1: 87,692 shares; 2025Q2: 81,974 shares; 2025Q3: 77,085 shares 77,085 $3.73M <0.01% -4,889 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,874 shares; 2024Q4: 22,689 shares; 2025Q1: 27,172 shares; 2025Q2: 29,119 shares; 2025Q3: 29,387 shares 29,387 $3.7M <0.01% +268 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,437 shares; 2024Q4: 18,379 shares; 2025Q1: 17,446 shares; 2025Q2: 19,574 shares; 2025Q3: 16,818 shares 16,818 $3.69M <0.01% -2,756 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,466 shares; 2024Q4: 36,164 shares; 2025Q1: 36,204 shares; 2025Q2: 105,156 shares; 2025Q3: 104,060 shares 104,060 $3.67M <0.01% -1,096 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,099 shares; 2024Q4: 67,106 shares; 2025Q1: 56,255 shares; 2025Q2: 55,739 shares; 2025Q3: 57,907 shares 57,907 $3.67M <0.01% +2,168 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,198 shares; 2024Q4: 10,198 shares; 2025Q1: 10,198 shares; 2025Q2: 18,204 shares; 2025Q3: 21,688 shares 21,688 $3.62M <0.01% +3,484 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,996 shares; 2024Q4: 33,989 shares; 2025Q1: 39,427 shares; 2025Q2: 37,229 shares; 2025Q3: 37,484 shares 37,484 $3.6M <0.01% +255 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,658 shares; 2024Q4: 82,464 shares; 2025Q1: 84,572 shares; 2025Q2: 109,740 shares; 2025Q3: 85,752 shares 85,752 $3.6M <0.01% -23,988 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,145 shares; 2025Q3: 82,095 shares 82,095 $3.59M <0.01% +2,950 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,267 shares; 2024Q4: 87,678 shares; 2025Q1: 76,336 shares; 2025Q2: 64,693 shares; 2025Q3: 32,145 shares 32,145 $3.57M <0.01% -32,548 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,111 shares; 2024Q4: 43,077 shares; 2025Q1: 44,149 shares; 2025Q2: 43,412 shares; 2025Q3: 43,417 shares 43,417 $3.55M <0.01% +5 Timeline VIOG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,845 shares; 2025Q3: 29,084 shares 29,084 $3.54M <0.01% -761 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,568 shares; 2024Q4: 46,486 shares; 2025Q1: 50,795 shares; 2025Q2: 51,460 shares; 2025Q3: 51,753 shares 51,753 $3.52M <0.01% +293 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,934 shares; 2024Q4: 14,076 shares; 2025Q1: 13,871 shares; 2025Q2: 13,202 shares; 2025Q3: 12,847 shares 12,847 $3.47M <0.01% -355 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,447 shares; 2025Q1: 3,821 shares; 2025Q2: 3,701 shares; 2025Q3: 3,605 shares 3,605 $3.43M <0.01% -96 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,668 shares; 2024Q4: 16,049 shares; 2025Q1: 15,168 shares; 2025Q2: 10,581 shares; 2025Q3: 10,578 shares 10,578 $3.42M <0.01% -3 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,009 shares; 2024Q4: 63,011 shares; 2025Q1: 47,763 shares; 2025Q2: 47,459 shares; 2025Q3: 50,226 shares 50,226 $3.41M <0.01% +2,767 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,001 shares; 2024Q4: 49,001 shares; 2025Q1: 49,001 shares; 2025Q2: 49,005 shares; 2025Q3: 49,001 shares 49,001 $3.39M <0.01% -4 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,417 shares; 2024Q4: 24,237 shares; 2025Q1: 24,273 shares; 2025Q2: 25,366 shares; 2025Q3: 25,382 shares 25,382 $3.39M <0.01% +16 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,789 shares; 2024Q4: 40,116 shares; 2025Q1: 36,984 shares; 2025Q2: 36,094 shares; 2025Q3: 35,458 shares 35,458 $3.35M <0.01% -636 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,945 shares; 2024Q4: 194,280 shares; 2025Q1: 143,538 shares; 2025Q2: 130,150 shares; 2025Q3: 122,806 shares 122,806 $3.33M <0.01% -7,344 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,473 shares; 2024Q4: 13,820 shares; 2025Q1: 13,118 shares; 2025Q2: 13,305 shares; 2025Q3: 13,332 shares 13,332 $3.28M <0.01% +27 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: 19,357 shares; 2025Q1: 39,708 shares; 2025Q2: 33,726 shares; 2025Q3: 32,190 shares 32,190 $3.28M <0.01% -1,536 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,086 shares; 2024Q4: 28,723 shares; 2025Q1: 29,913 shares; 2025Q2: 31,393 shares; 2025Q3: 29,200 shares 29,200 $3.26M <0.01% -2,193 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,890 shares; 2024Q4: 41,875 shares; 2025Q1: 42,275 shares; 2025Q2: 43,283 shares; 2025Q3: 45,235 shares 45,235 $3.24M <0.01% +1,952 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,164 shares; 2024Q4: 19,894 shares; 2025Q1: 22,599 shares; 2025Q2: 22,189 shares; 2025Q3: 22,804 shares 22,804 $3.19M <0.01% +615 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,842 shares; 2025Q1: 6,581 shares; 2025Q2: 6,858 shares; 2025Q3: 8,094 shares 8,094 $3.17M <0.01% +1,236 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,788 shares; 2024Q4: 16,324 shares; 2025Q1: 63,602 shares; 2025Q2: 63,521 shares; 2025Q3: 67,187 shares 67,187 $3.15M <0.01% +3,666 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,115 shares; 2025Q3: 65,735 shares 65,735 $3.15M <0.01% -24,380 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,171 shares; 2024Q4: 93,690 shares; 2025Q1: 88,217 shares; 2025Q2: 87,055 shares; 2025Q3: 83,869 shares 83,869 $3.12M <0.01% -3,186 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,237 shares; 2024Q4: 32,235 shares; 2025Q1: 84,505 shares; 2025Q2: 108,130 shares; 2025Q3: 109,455 shares 109,455 $3.1M <0.01% +1,325 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,097 shares; 2024Q4: 38,556 shares; 2025Q1: 38,618 shares; 2025Q2: 36,302 shares; 2025Q3: 31,668 shares 31,668 $3.1M <0.01% -4,634 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,454 shares; 2024Q4: 36,480 shares; 2025Q1: 36,597 shares; 2025Q2: 36,635 shares; 2025Q3: 36,536 shares 36,536 $3.05M <0.01% -99 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,555 shares; 2024Q4: 19,678 shares; 2025Q1: 19,070 shares; 2025Q2: 19,847 shares; 2025Q3: 21,769 shares 21,769 $3.02M <0.01% +1,922 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,110 shares; 2024Q4: 20,739 shares; 2025Q1: 21,930 shares; 2025Q2: 25,350 shares; 2025Q3: 26,101 shares 26,101 $2.94M <0.01% +751 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,064 shares; 2024Q4: 28,236 shares; 2025Q1: 25,912 shares; 2025Q2: 25,757 shares; 2025Q3: 25,368 shares 25,368 $2.91M <0.01% -389 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,904 shares; 2024Q4: 15,668 shares; 2025Q1: 15,238 shares; 2025Q2: 15,821 shares; 2025Q3: 21,444 shares 21,444 $2.9M <0.01% +5,623 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 9,539 shares; 2025Q1: 9,945 shares; 2025Q2: 9,920 shares; 2025Q3: 11,878 shares 11,878 $2.85M <0.01% +1,958 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,310 shares; 2025Q1: 2,387 shares; 2025Q2: 2,370 shares; 2025Q3: 2,319 shares 2,319 $2.85M <0.01% -51 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,331 shares; 2024Q4: 16,431 shares; 2025Q1: 16,737 shares; 2025Q2: 16,875 shares; 2025Q3: 16,539 shares 16,539 $2.82M <0.01% -336 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,346 shares; 2024Q4: 163,006 shares; 2025Q1: 159,911 shares; 2025Q2: 137,452 shares; 2025Q3: 137,568 shares 137,568 $2.81M <0.01% +116 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,669 shares; 2025Q3: 93,928 shares 93,928 $2.8M <0.01% +22,259 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,502 shares; 2024Q4: 26,226 shares; 2025Q1: 26,053 shares; 2025Q2: 25,560 shares; 2025Q3: 24,599 shares 24,599 $2.76M <0.01% -961 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,952 shares 120,952 $2.75M <0.01% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,425 shares 106,425 $2.74M <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,159 shares; 2024Q4: 71,573 shares; 2025Q1: 71,573 shares; 2025Q2: 74,173 shares; 2025Q3: 74,173 shares 74,173 $2.72M <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,228 shares; 2024Q4: 6,873 shares; 2025Q1: 15,373 shares; 2025Q2: 30,130 shares; 2025Q3: 32,324 shares 32,324 $2.67M <0.01% +2,194 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,374 shares; 2024Q4: 14,823 shares; 2025Q1: 16,596 shares; 2025Q2: 15,607 shares; 2025Q3: 13,779 shares 13,779 $2.66M <0.01% -1,828 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,169 shares; 2024Q4: 11,754 shares; 2025Q1: 11,091 shares; 2025Q2: 10,795 shares; 2025Q3: 11,191 shares 11,191 $2.57M <0.01% +396 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,696 shares; 2024Q4: 20,553 shares; 2025Q1: 20,440 shares; 2025Q2: 19,536 shares; 2025Q3: 19,327 shares 19,327 $2.57M <0.01% -209 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,863 shares; 2024Q4: 39,865 shares; 2025Q1: 34,833 shares; 2025Q2: 35,057 shares; 2025Q3: 34,965 shares 34,965 $2.56M <0.01% -92 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,848 shares; 2024Q4: 37,311 shares; 2025Q1: 37,207 shares; 2025Q2: 35,221 shares; 2025Q3: 34,123 shares 34,123 $2.56M <0.01% -1,098 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 11,842 shares; 2025Q1: 12,351 shares; 2025Q2: 11,923 shares; 2025Q3: 21,560 shares 21,560 $2.54M <0.01% +9,637 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 3,008 shares; 2025Q1: 4,630 shares; 2025Q2: 4,248 shares; 2025Q3: 5,920 shares 5,920 $2.52M <0.01% +1,672 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,576 shares; 2025Q2: 9,076 shares; 2025Q3: 9,076 shares 9,076 $2.45M <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,061 shares; 2024Q4: 34,678 shares; 2025Q1: 33,793 shares; 2025Q2: 32,960 shares; 2025Q3: 32,637 shares 32,637 $2.44M <0.01% -323 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,541 shares; 2024Q4: 13,037 shares; 2025Q1: 13,037 shares; 2025Q2: 12,845 shares; 2025Q3: 12,884 shares 12,884 $2.43M <0.01% +39 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,642 shares; 2024Q4: 8,645 shares; 2025Q1: 8,606 shares; 2025Q2: 8,498 shares; 2025Q3: 8,455 shares 8,455 $2.42M <0.01% -43 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,330 shares; 2024Q4: 52,331 shares; 2025Q1: 52,358 shares; 2025Q2: 52,358 shares; 2025Q3: 52,359 shares 52,359 $2.42M <0.01% +1 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,427 shares; 2024Q4: 22,556 shares; 2025Q1: 27,525 shares; 2025Q2: 31,025 shares; 2025Q3: 24,951 shares 24,951 $2.38M <0.01% -6,074 Timeline SPDW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,549 shares; 2025Q1: 44,288 shares; 2025Q2: 55,622 shares; 2025Q3: 55,622 shares 55,622 $2.38M <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,201 shares; 2024Q4: 17,156 shares; 2025Q1: 17,131 shares; 2025Q2: 17,224 shares; 2025Q3: 20,447 shares 20,447 $2.37M <0.01% +3,223 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,936 shares; 2024Q4: 105,936 shares; 2025Q1: 105,456 shares; 2025Q2: 105,563 shares; 2025Q3: 104,138 shares 104,138 $2.37M <0.01% -1,425 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,356 shares; 2024Q4: 39,332 shares; 2025Q1: 40,186 shares; 2025Q2: 39,218 shares; 2025Q3: 25,765 shares 25,765 $2.36M <0.01% -13,453 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 11,070 shares; 2025Q1: 12,216 shares; 2025Q2: 11,803 shares; 2025Q3: 11,406 shares 11,406 $2.36M <0.01% -397 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,314 shares; 2024Q4: 71,399 shares; 2025Q1: 120,195 shares; 2025Q2: 105,508 shares; 2025Q3: 105,357 shares 105,357 $2.34M <0.01% -151 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,693 shares; 2025Q3: 11,748 shares 11,748 $2.34M <0.01% +55 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,985 shares; 2024Q4: 83,942 shares; 2025Q1: 83,942 shares; 2025Q2: 80,568 shares; 2025Q3: 80,569 shares 80,569 $2.34M <0.01% +1 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 8,431 shares; 2025Q1: 8,189 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares 9,035 $2.32M <0.01% 0 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,667 shares; 2025Q1: 42,667 shares; 2025Q2: 78,407 shares; 2025Q3: 78,407 shares 78,407 $2.31M <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 302 shares; 2025Q2: 287 shares; 2025Q3: 286 shares 286 $2.3M <0.01% -1 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,451 shares; 2024Q4: 15,521 shares; 2025Q1: 15,488 shares; 2025Q2: 15,532 shares; 2025Q3: 15,533 shares 15,533 $2.29M <0.01% +1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,808 shares; 2024Q4: 50,880 shares; 2025Q1: 51,625 shares; 2025Q2: 50,631 shares; 2025Q3: 50,737 shares 50,737 $2.28M <0.01% +106 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,173 shares; 2024Q4: 97,171 shares; 2025Q1: 92,374 shares; 2025Q2: 93,805 shares; 2025Q3: 92,058 shares 92,058 $2.28M <0.01% -1,747 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,456 shares; 2024Q4: 14,125 shares; 2025Q1: 13,176 shares; 2025Q2: 23,718 shares; 2025Q3: 23,137 shares 23,137 $2.28M <0.01% -581 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,709 shares; 2024Q4: 139,709 shares; 2025Q1: 139,709 shares; 2025Q2: 139,739 shares; 2025Q3: 147,555 shares 147,555 $2.28M <0.01% +7,816 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,899 shares; 2024Q4: 153,297 shares; 2025Q1: 173,563 shares; 2025Q2: 174,682 shares; 2025Q3: 174,460 shares 174,460 $2.28M <0.01% -222 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,252 shares; 2024Q4: 14,203 shares; 2025Q1: 15,083 shares; 2025Q2: 15,228 shares; 2025Q3: 15,092 shares 15,092 $2.26M <0.01% -136 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,576 shares; 2024Q4: 143,628 shares; 2025Q1: 128,574 shares; 2025Q2: 128,349 shares; 2025Q3: 128,298 shares 128,298 $2.26M <0.01% -51 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,187 shares; 2024Q4: 12,197 shares; 2025Q1: 12,197 shares; 2025Q2: 12,218 shares; 2025Q3: 12,218 shares 12,218 $2.25M <0.01% 0 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 70,271 shares 70,271 $2.24M <0.01% +60,271 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,417 shares; 2025Q2: 62,173 shares; 2025Q3: 65,018 shares 65,018 $2.24M <0.01% +2,845 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,117 shares; 2024Q4: 32,520 shares; 2025Q1: 31,293 shares; 2025Q2: 31,296 shares; 2025Q3: 38,424 shares 38,424 $2.21M <0.01% +7,128 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,169 shares; 2024Q4: 93,329 shares; 2025Q1: 84,476 shares; 2025Q2: 81,968 shares; 2025Q3: 81,971 shares 81,971 $2.21M <0.01% +3 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,085 shares; 2024Q4: 82,050 shares; 2025Q1: 82,255 shares; 2025Q2: 86,006 shares; 2025Q3: 83,136 shares 83,136 $2.19M <0.01% -2,870 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 8,380 shares; 2025Q1: 8,380 shares; 2025Q2: 8,822 shares; 2025Q3: 8,818 shares 8,818 $2.17M <0.01% -4 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,514 shares; 2024Q4: 122,604 shares; 2025Q1: 115,392 shares; 2025Q2: 108,342 shares; 2025Q3: 108,342 shares 108,342 $2.15M <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 13,067 shares; 2025Q1: 10,547 shares; 2025Q2: 10,716 shares; 2025Q3: 10,131 shares 10,131 $2.15M <0.01% -585 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,123 shares; 2024Q4: 7,164 shares; 2025Q1: 6,714 shares; 2025Q2: 6,731 shares; 2025Q3: 6,731 shares 6,731 $2.14M <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 6,263 shares; 2025Q1: 6,412 shares; 2025Q2: 6,664 shares; 2025Q3: 5,951 shares 5,951 $2.12M <0.01% -713 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,287 shares; 2024Q4: 21,236 shares; 2025Q1: 19,396 shares; 2025Q2: 37,781 shares; 2025Q3: 12,902 shares 12,902 $2.11M <0.01% -24,879 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,439 shares; 2024Q4: 26,333 shares; 2025Q1: 26,186 shares; 2025Q2: 26,203 shares; 2025Q3: 28,140 shares 28,140 $2.09M <0.01% +1,937 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,784 shares; 2024Q4: 20,286 shares; 2025Q1: 20,286 shares; 2025Q2: 20,286 shares; 2025Q3: 16,374 shares 16,374 $2.09M <0.01% -3,912 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,533 shares 5,533 $2.09M <0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,421 shares; 2024Q4: 6,411 shares; 2025Q1: 6,432 shares; 2025Q2: 6,360 shares; 2025Q3: 6,591 shares 6,591 $2.08M <0.01% +231 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,240 shares; 2024Q4: 20,362 shares; 2025Q1: 20,362 shares; 2025Q2: 20,442 shares; 2025Q3: 20,439 shares 20,439 $2.07M <0.01% -3 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,980 shares; 2024Q4: 22,980 shares; 2025Q1: 22,980 shares; 2025Q2: 22,980 shares; 2025Q3: 22,981 shares 22,981 $2.05M <0.01% +1 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,026 shares; 2024Q4: 16,984 shares; 2025Q1: 20,566 shares; 2025Q2: 19,698 shares; 2025Q3: 19,510 shares 19,510 $2.04M <0.01% -188 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,650 shares; 2024Q4: 110,690 shares; 2025Q1: 109,171 shares; 2025Q2: 109,305 shares; 2025Q3: 109,343 shares 109,343 $2.04M <0.01% +38 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,200 shares; 2024Q4: 35,382 shares; 2025Q1: 32,853 shares; 2025Q2: 32,118 shares; 2025Q3: 32,552 shares 32,552 $2M <0.01% +434 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,686 shares; 2024Q4: 12,152 shares; 2025Q1: 13,285 shares; 2025Q2: 12,938 shares; 2025Q3: 14,380 shares 14,380 $2M <0.01% +1,442 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,995 shares; 2024Q4: 36,720 shares; 2025Q1: 36,704 shares; 2025Q2: 37,245 shares; 2025Q3: 37,130 shares 37,130 $2M <0.01% -115 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,385 shares; 2024Q4: 42,973 shares; 2025Q1: 42,904 shares; 2025Q2: 41,900 shares; 2025Q3: 44,300 shares 44,300 $1.98M <0.01% +2,400 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 8,174 shares; 2025Q1: 8,686 shares; 2025Q2: 8,252 shares; 2025Q3: 6,805 shares 6,805 $1.97M <0.01% -1,447 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,514 shares; 2024Q4: 16,430 shares; 2025Q1: 16,013 shares; 2025Q2: 19,584 shares; 2025Q3: 20,127 shares 20,127 $1.97M <0.01% +543 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,330 shares; 2025Q1: 8,330 shares; 2025Q2: 12,554 shares; 2025Q3: 12,554 shares 12,554 $1.96M <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,895 shares; 2024Q4: 17,539 shares; 2025Q1: 21,260 shares; 2025Q2: 19,865 shares; 2025Q3: 18,958 shares 18,958 $1.92M <0.01% -907 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,913 shares; 2024Q4: 70,115 shares; 2025Q1: 69,058 shares; 2025Q2: 69,138 shares; 2025Q3: 69,138 shares 69,138 $1.9M <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,596 shares; 2025Q1: 16,332 shares; 2025Q2: 16,024 shares; 2025Q3: 15,946 shares 15,946 $1.89M <0.01% -78 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,083 shares; 2024Q4: 8,276 shares; 2025Q1: 7,844 shares; 2025Q2: 8,825 shares; 2025Q3: 9,005 shares 9,005 $1.88M <0.01% +180 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 10,889 shares; 2025Q1: 10,489 shares; 2025Q2: 10,489 shares; 2025Q3: 10,489 shares 10,489 $1.88M <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,516 shares; 2025Q1: 4,269 shares; 2025Q2: 3,780 shares; 2025Q3: 3,341 shares 3,341 $1.88M <0.01% -439 Timeline JEPI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,767 shares; 2024Q4: 29,689 shares; 2025Q1: 30,345 shares; 2025Q2: 21,518 shares; 2025Q3: 32,832 shares 32,832 $1.87M <0.01% +11,314 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,174 shares; 2024Q4: 52,055 shares; 2025Q1: 47,900 shares; 2025Q2: 42,710 shares; 2025Q3: 41,893 shares 41,893 $1.87M <0.01% -817 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,998 shares; 2024Q4: 18,265 shares; 2025Q1: 17,838 shares; 2025Q2: 18,487 shares; 2025Q3: 18,492 shares 18,492 $1.86M <0.01% +5 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 42,140 shares; 2025Q1: 52,535 shares; 2025Q2: 56,105 shares; 2025Q3: 58,242 shares 58,242 $1.86M <0.01% +2,137 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,439 shares; 2024Q4: 78,448 shares; 2025Q1: 74,682 shares; 2025Q2: 74,685 shares; 2025Q3: 79,610 shares 79,610 $1.85M <0.01% +4,925 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,082 shares; 2024Q4: 57,882 shares; 2025Q1: 57,882 shares; 2025Q2: 57,898 shares; 2025Q3: 57,908 shares 57,908 $1.85M <0.01% +10 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,979 shares; 2024Q4: 13,021 shares; 2025Q1: 12,967 shares; 2025Q2: 14,656 shares; 2025Q3: 16,166 shares 16,166 $1.83M <0.01% +1,510 Timeline VIOV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 5,726 shares; 2025Q1: 5,101 shares; 2025Q2: 19,117 shares; 2025Q3: 19,191 shares 19,191 $1.83M <0.01% +74 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,441 shares; 2024Q4: 11,969 shares; 2025Q1: 11,868 shares; 2025Q2: 11,484 shares; 2025Q3: 11,488 shares 11,488 $1.82M <0.01% +4 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,385 shares; 2024Q4: 12,191 shares; 2025Q1: 11,751 shares; 2025Q2: 11,847 shares; 2025Q3: 12,836 shares 12,836 $1.82M <0.01% +989 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 6,396 shares; 2025Q1: 6,370 shares; 2025Q2: 6,384 shares; 2025Q3: 6,405 shares 6,405 $1.79M <0.01% +21 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,535 shares; 2024Q4: 41,173 shares; 2025Q1: 41,862 shares; 2025Q2: 55,861 shares; 2025Q3: 48,659 shares 48,659 $1.78M <0.01% -7,202 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 9,952 shares; 2025Q1: 9,952 shares; 2025Q2: 9,974 shares; 2025Q3: 9,888 shares 9,888 $1.73M <0.01% -86 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,286 shares; 2025Q1: 4,601 shares; 2025Q2: 4,331 shares; 2025Q3: 4,286 shares 4,286 $1.72M <0.01% -45 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,615 shares; 2024Q4: 106,592 shares; 2025Q1: 106,507 shares; 2025Q2: 106,843 shares; 2025Q3: 106,130 shares 106,130 $1.71M <0.01% -713 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,689 shares; 2024Q4: 232,616 shares; 2025Q1: 8,132 shares; 2025Q2: 7,859 shares; 2025Q3: 8,454 shares 8,454 $1.69M <0.01% +595 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 2,884 shares; 2025Q1: 2,506 shares; 2025Q2: 2,592 shares; 2025Q3: 2,591 shares 2,591 $1.68M <0.01% -1 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,736 shares 86,736 $1.67M <0.01% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,687 shares; 2025Q3: 11,687 shares 11,687 $1.67M <0.01% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,392 shares; 2025Q3: 1,401 shares 1,401 $1.65M <0.01% +9 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 6,048 shares; 2025Q1: 5,772 shares; 2025Q2: 5,147 shares; 2025Q3: 4,887 shares 4,887 $1.65M <0.01% -260 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,666 shares; 2024Q4: 14,610 shares; 2025Q1: 14,424 shares; 2025Q2: 14,428 shares; 2025Q3: 14,428 shares 14,428 $1.64M <0.01% 0 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,224 shares; 2024Q4: 114,224 shares; 2025Q1: 114,224 shares; 2025Q2: 114,224 shares; 2025Q3: 114,224 shares 114,224 $1.64M <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 5,456 shares; 2025Q1: 5,498 shares; 2025Q2: 5,494 shares; 2025Q3: 5,455 shares 5,455 $1.64M <0.01% -39 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,502 shares; 2025Q1: 3,495 shares; 2025Q2: 3,640 shares; 2025Q3: 3,573 shares 3,573 $1.63M <0.01% -67 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,414 shares; 2024Q4: 45,276 shares; 2025Q1: 30,119 shares; 2025Q2: 32,570 shares; 2025Q3: 37,513 shares 37,513 $1.62M <0.01% +4,943 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 19,997 shares; 2025Q1: 12,554 shares; 2025Q2: 12,885 shares; 2025Q3: 15,843 shares 15,843 $1.62M <0.01% +2,958 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,774 shares; 2024Q4: 46,502 shares; 2025Q1: 64,163 shares; 2025Q2: 61,034 shares; 2025Q3: 61,034 shares 61,034 $1.61M <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,028 shares; 2024Q4: 58,667 shares; 2025Q1: 64,832 shares; 2025Q2: 66,300 shares; 2025Q3: 80,295 shares 80,295 $1.57M <0.01% +13,995 Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 16,085 shares; 2025Q1: 16,085 shares; 2025Q2: 16,085 shares; 2025Q3: 16,075 shares 16,075 $1.56M <0.01% -10 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,231 shares; 2025Q1: 5,160 shares; 2025Q2: 14,972 shares; 2025Q3: 16,737 shares 16,737 $1.56M <0.01% +1,765 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,036 shares; 2024Q4: 11,325 shares; 2025Q1: 10,756 shares; 2025Q2: 10,625 shares; 2025Q3: 10,513 shares 10,513 $1.55M <0.01% -112 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,626 shares; 2024Q4: 193,659 shares; 2025Q1: 193,626 shares; 2025Q2: 193,626 shares; 2025Q3: 193,625 shares 193,625 $1.55M <0.01% -1 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,061 shares; 2024Q4: 220,649 shares; 2025Q1: 220,649 shares; 2025Q2: 220,649 shares; 2025Q3: 220,649 shares 220,649 $1.55M <0.01% 0 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,748 shares; 2024Q4: 68,557 shares; 2025Q1: 67,046 shares; 2025Q2: 67,109 shares; 2025Q3: 67,109 shares 67,109 $1.53M <0.01% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,742 shares; 2025Q1: 9,742 shares; 2025Q2: 14,242 shares; 2025Q3: 14,261 shares 14,261 $1.53M <0.01% +19 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,230 shares; 2024Q4: 16,505 shares; 2025Q1: 16,335 shares; 2025Q2: 19,021 shares; 2025Q3: 18,556 shares 18,556 $1.53M <0.01% -465 Timeline FDIQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,290 shares; 2024Q4: 26,290 shares; 2025Q1: 26,290 shares; 2025Q2: 25,130 shares; 2025Q3: 25,130 shares 25,130 $1.53M <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,000 shares; 2025Q2: 58,419 shares; 2025Q3: 58,962 shares 58,962 $1.52M <0.01% +543 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 7,202 shares; 2025Q1: 11,001 shares; 2025Q2: 15,530 shares; 2025Q3: 15,722 shares 15,722 $1.52M <0.01% +192 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,107 shares; 2024Q4: 13,408 shares; 2025Q1: 17,744 shares; 2025Q2: 18,656 shares; 2025Q3: 18,656 shares 18,656 $1.51M <0.01% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813,036 shares; 2024Q4: 1,894,724 shares; 2025Q1: 61,687 shares; 2025Q2: 55,931 shares; 2025Q3: 54,082 shares 54,082 $1.51M <0.01% -1,849 RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,479 shares; 2024Q4: 19,479 shares; 2025Q1: 24,275 shares; 2025Q2: 24,574 shares; 2025Q3: 22,315 shares 22,315 $1.5M <0.01% -2,259 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,265 shares; 2025Q2: 30,865 shares; 2025Q3: 41,043 shares 41,043 $1.49M <0.01% +10,178 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,026 shares; 2024Q4: 44,299 shares; 2025Q1: 43,370 shares; 2025Q2: 19,011 shares; 2025Q3: 4,944 shares 4,944 $1.48M <0.01% -14,067 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,673 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $1.46M <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,618 shares; 2024Q4: 15,563 shares; 2025Q1: 16,950 shares; 2025Q2: 15,979 shares; 2025Q3: 15,283 shares 15,283 $1.45M <0.01% -696 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,236 shares; 2024Q4: 65,236 shares; 2025Q1: 65,236 shares; 2025Q2: 62,236 shares; 2025Q3: 62,236 shares 62,236 $1.45M <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,420 shares 15,420 $1.45M <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,685 shares; 2024Q4: 96,503 shares; 2025Q1: 4,720 shares; 2025Q2: 4,526 shares; 2025Q3: 4,598 shares 4,598 $1.44M <0.01% +72 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 12,380 shares; 2025Q1: 10,609 shares; 2025Q2: 10,609 shares; 2025Q3: 10,609 shares 10,609 $1.43M <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,806 shares; 2024Q4: 22,998 shares; 2025Q1: 14,965 shares; 2025Q2: 15,195 shares; 2025Q3: 14,824 shares 14,824 $1.43M <0.01% -371 Timeline VIOO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,482 shares; 2024Q4: 6,281 shares; 2025Q1: 9,196 shares; 2025Q2: 23,827 shares; 2025Q3: 12,794 shares 12,794 $1.41M <0.01% -11,033 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 6,929 shares; 2025Q1: 7,337 shares; 2025Q2: 8,200 shares; 2025Q3: 9,153 shares 9,153 $1.41M <0.01% +953 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,409 shares; 2025Q2: not reported; 2025Q3: 64,681 shares 64,681 $1.41M <0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,603 shares; 2024Q4: 20,585 shares; 2025Q1: 20,994 shares; 2025Q2: 21,353 shares; 2025Q3: 20,757 shares 20,757 $1.4M <0.01% -596 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,961 shares; 2024Q4: 57,907 shares; 2025Q1: 34,199 shares; 2025Q2: 32,821 shares; 2025Q3: 32,833 shares 32,833 $1.39M <0.01% +12 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 626 shares; 2025Q1: 678 shares; 2025Q2: 706 shares; 2025Q3: 592 shares 592 $1.38M <0.01% -114 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,962 shares; 2024Q4: 16,962 shares; 2025Q1: 16,962 shares; 2025Q2: 16,979 shares; 2025Q3: 15,084 shares 15,084 $1.38M <0.01% -1,895 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325,322 shares; 2024Q4: 1,386,495 shares; 2025Q1: 46,854 shares; 2025Q2: 43,704 shares; 2025Q3: 43,702 shares 43,702 $1.38M <0.01% -2 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 6,980 shares; 2025Q1: 6,692 shares; 2025Q2: 6,776 shares; 2025Q3: 6,776 shares 6,776 $1.38M <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,931 shares; 2025Q1: 7,081 shares; 2025Q2: 7,127 shares; 2025Q3: 7,216 shares 7,216 $1.38M <0.01% +89 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,451 shares; 2024Q4: 87,551 shares; 2025Q1: 86,490 shares; 2025Q2: 86,490 shares; 2025Q3: 83,465 shares 83,465 $1.37M <0.01% -3,025 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076,403 shares; 2024Q4: 3,221,255 shares; 2025Q1: 49,459 shares; 2025Q2: 41,923 shares; 2025Q3: 48,209 shares 48,209 $1.37M <0.01% +6,286 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,356 shares; 2024Q4: 6,356 shares; 2025Q1: 10,313 shares; 2025Q2: 18,868 shares; 2025Q3: 19,441 shares 19,441 $1.37M <0.01% +573 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,145 shares; 2024Q4: 21,573 shares; 2025Q1: 12,185 shares; 2025Q2: 11,554 shares; 2025Q3: 12,405 shares 12,405 $1.36M <0.01% +851 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,601 shares; 2024Q4: 40,186 shares; 2025Q1: 28,360 shares; 2025Q2: 27,421 shares; 2025Q3: 26,905 shares 26,905 $1.36M <0.01% -516 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,974 shares; 2025Q1: 8,446 shares; 2025Q2: 9,765 shares; 2025Q3: 9,289 shares 9,289 $1.35M <0.01% -476 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,000 shares; 2024Q4: 225,000 shares; 2025Q1: 225,000 shares; 2025Q2: 225,000 shares; 2025Q3: 225,000 shares 225,000 $1.35M <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,780 shares; 2024Q4: 13,679 shares; 2025Q1: 13,679 shares; 2025Q2: 13,579 shares; 2025Q3: 13,579 shares 13,579 $1.35M <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,293 shares; 2024Q4: 60,923 shares; 2025Q1: 69,033 shares; 2025Q2: 67,314 shares; 2025Q3: 59,413 shares 59,413 $1.34M <0.01% -7,901 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,323 shares; 2024Q4: 49,658 shares; 2025Q1: 65,424 shares; 2025Q2: 55,348 shares; 2025Q3: 56,388 shares 56,388 $1.31M <0.01% +1,040 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,704 shares; 2024Q4: 20,698 shares; 2025Q1: 21,413 shares; 2025Q2: 21,796 shares; 2025Q3: 20,639 shares 20,639 $1.31M <0.01% -1,157 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,684 shares; 2024Q4: 11,193 shares; 2025Q1: 6,584 shares; 2025Q2: 6,810 shares; 2025Q3: 16,282 shares 16,282 $1.3M <0.01% +9,472 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,855 shares; 2024Q4: 42,156 shares; 2025Q1: 7,303 shares; 2025Q2: 6,954 shares; 2025Q3: 5,996 shares 5,996 $1.3M <0.01% -958 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,160 shares; 2024Q4: 12,498 shares; 2025Q1: 11,833 shares; 2025Q2: 11,833 shares; 2025Q3: 11,333 shares 11,333 $1.29M <0.01% -500 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,139 shares; 2025Q1: 1,529 shares; 2025Q2: 5,422 shares; 2025Q3: 4,786 shares 4,786 $1.28M <0.01% -636 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,789 shares; 2025Q1: 2,784 shares; 2025Q2: 2,506 shares; 2025Q3: 2,484 shares 2,484 $1.28M <0.01% -22 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,174 shares; 2025Q2: 8,398 shares; 2025Q3: 10,699 shares 10,699 $1.27M <0.01% +2,301 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,659 shares; 2024Q4: 15,659 shares; 2025Q1: 16,575 shares; 2025Q2: 16,541 shares; 2025Q3: 16,541 shares 16,541 $1.26M <0.01% 0 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,642 shares; 2024Q4: 38,643 shares; 2025Q1: 38,628 shares; 2025Q2: 38,680 shares; 2025Q3: 28,680 shares 28,680 $1.26M <0.01% -10,000 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903,498 shares; 2024Q4: 559,460 shares; 2025Q1: 25,612 shares; 2025Q2: 23,465 shares; 2025Q3: 23,555 shares 23,555 $1.25M <0.01% +90 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,635 shares; 2025Q3: 34,994 shares 34,994 $1.25M <0.01% +13,359 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,176 shares; 2024Q4: 17,176 shares; 2025Q1: 16,792 shares; 2025Q2: 16,792 shares; 2025Q3: 16,792 shares 16,792 $1.25M <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,194 shares; 2024Q4: 10,144 shares; 2025Q1: 10,390 shares; 2025Q2: 10,364 shares; 2025Q3: 10,149 shares 10,149 $1.24M <0.01% -215 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,856 shares; 2024Q4: 30,226 shares; 2025Q1: 43,666 shares; 2025Q2: 38,666 shares; 2025Q3: 38,666 shares 38,666 $1.24M <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,486 shares; 2025Q1: 10,122 shares; 2025Q2: 10,122 shares; 2025Q3: 10,226 shares 10,226 $1.24M <0.01% +104 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,303 shares; 2024Q4: 20,461 shares; 2025Q1: 16,313 shares; 2025Q2: 15,054 shares; 2025Q3: 11,186 shares 11,186 $1.24M <0.01% -3,868 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 6,530 shares; 2025Q1: 8,174 shares; 2025Q2: 8,518 shares; 2025Q3: 7,136 shares 7,136 $1.23M <0.01% -1,382 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 6,095 shares; 2025Q1: 5,760 shares; 2025Q2: 9,055 shares; 2025Q3: 9,146 shares 9,146 $1.23M <0.01% +91 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,600 shares; 2025Q1: 32,816 shares; 2025Q2: 32,816 shares; 2025Q3: 34,845 shares 34,845 $1.23M <0.01% +2,029 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,834 shares; 2024Q4: 25,627 shares; 2025Q1: 25,100 shares; 2025Q2: 25,274 shares; 2025Q3: 12,834 shares 12,834 $1.22M <0.01% -12,440 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,254 shares; 2024Q4: 20,939 shares; 2025Q1: 20,072 shares; 2025Q2: 25,165 shares; 2025Q3: 24,055 shares 24,055 $1.21M <0.01% -1,110 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,533 shares; 2024Q4: 198,533 shares; 2025Q1: 198,533 shares; 2025Q2: 197,595 shares; 2025Q3: 169,751 shares 169,751 $1.21M <0.01% -27,844 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 10,205 shares; 2025Q1: 10,446 shares; 2025Q2: 9,823 shares; 2025Q3: 9,940 shares 9,940 $1.21M <0.01% +117 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 5,965 shares; 2025Q1: 6,102 shares; 2025Q2: 6,069 shares; 2025Q3: 6,251 shares 6,251 $1.2M <0.01% +182 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,350 shares; 2025Q2: 13,350 shares; 2025Q3: 13,350 shares 13,350 $1.2M <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,191 shares; 2024Q4: 12,551 shares; 2025Q1: 12,251 shares; 2025Q2: 12,789 shares; 2025Q3: 12,261 shares 12,261 $1.19M <0.01% -528 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,552 shares; 2024Q4: 26,971 shares; 2025Q1: 26,796 shares; 2025Q2: 22,939 shares; 2025Q3: 43,627 shares 43,627 $1.19M <0.01% +20,688 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 9,490 shares; 2025Q1: 9,483 shares; 2025Q2: 9,531 shares; 2025Q3: 8,968 shares 8,968 $1.19M <0.01% -563 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,163 shares; 2025Q1: 18,152 shares; 2025Q2: 22,270 shares; 2025Q3: 28,243 shares 28,243 $1.19M <0.01% +5,973 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,947 shares; 2025Q1: 3,028 shares; 2025Q2: 2,947 shares; 2025Q3: 2,976 shares 2,976 $1.18M <0.01% +29 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,527 shares; 2025Q1: 4,482 shares; 2025Q2: 4,230 shares; 2025Q3: 14,121 shares 14,121 $1.18M <0.01% +9,891 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,328 shares; 2025Q1: 5,288 shares; 2025Q2: 5,143 shares; 2025Q3: 4,982 shares 4,982 $1.18M <0.01% -161 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,857 shares; 2024Q4: 3,367 shares; 2025Q1: 7,722 shares; 2025Q2: 9,898 shares; 2025Q3: 2,872 shares 2,872 $1.16M <0.01% -7,026 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,175 shares; 2024Q4: 10,175 shares; 2025Q1: 10,175 shares; 2025Q2: 30,525 shares; 2025Q3: 30,525 shares 30,525 $1.16M <0.01% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 9,936 shares; 2025Q1: 10,140 shares; 2025Q2: 10,140 shares; 2025Q3: 11,040 shares 11,040 $1.16M <0.01% +900 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,294 shares; 2024Q4: 88,351 shares; 2025Q1: 88,418 shares; 2025Q2: 88,532 shares; 2025Q3: 68,546 shares 68,546 $1.16M <0.01% -19,986 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,885 shares; 2024Q4: 11,321 shares; 2025Q1: 17,651 shares; 2025Q2: 13,449 shares; 2025Q3: 18,876 shares 18,876 $1.15M <0.01% +5,427 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,142 shares; 2024Q4: 36,972 shares; 2025Q1: 37,326 shares; 2025Q2: 26,216 shares; 2025Q3: 26,198 shares 26,198 $1.15M <0.01% -18 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares 4,168 $1.13M <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,035 shares; 2024Q4: 9,857 shares; 2025Q1: 9,402 shares; 2025Q2: 8,867 shares; 2025Q3: 8,759 shares 8,759 $1.13M <0.01% -108 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 14,552 shares; 2025Q1: 16,621 shares; 2025Q2: 8,313 shares; 2025Q3: 10,497 shares 10,497 $1.13M <0.01% +2,184 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,507 shares; 2024Q4: 36,028 shares; 2025Q1: 37,659 shares; 2025Q2: 37,523 shares; 2025Q3: 38,949 shares 38,949 $1.12M <0.01% +1,426 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,740 shares; 2024Q4: 11,757 shares; 2025Q1: 11,714 shares; 2025Q2: 12,246 shares; 2025Q3: 11,680 shares 11,680 $1.12M <0.01% -566 Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,405 shares; 2024Q4: 28,678 shares; 2025Q1: 28,804 shares; 2025Q2: 28,804 shares; 2025Q3: 28,804 shares 28,804 $1.12M <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,390 shares; 2024Q4: 18,166 shares; 2025Q1: 15,523 shares; 2025Q2: 15,064 shares; 2025Q3: 15,302 shares 15,302 $1.12M <0.01% +238 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,000 shares; 2025Q1: 66,445 shares; 2025Q2: 66,445 shares; 2025Q3: 66,445 shares 66,445 $1.11M <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,819 shares; 2024Q4: 23,819 shares; 2025Q1: 23,819 shares; 2025Q2: 30,144 shares; 2025Q3: 33,076 shares 33,076 $1.11M <0.01% +2,932 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,955 shares; 2025Q1: 2,457 shares; 2025Q2: 4,529 shares; 2025Q3: 5,031 shares 5,031 $1.11M <0.01% +502 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,220 shares; 2024Q4: 46,644 shares; 2025Q1: 46,644 shares; 2025Q2: 46,644 shares; 2025Q3: 46,644 shares 46,644 $1.1M <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497,256 shares; 2024Q4: 1,568,751 shares; 2025Q1: 39,543 shares; 2025Q2: 39,532 shares; 2025Q3: 39,549 shares 39,549 $1.1M <0.01% +17 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,055 shares; 2025Q1: 9,055 shares; 2025Q2: 9,092 shares; 2025Q3: 9,092 shares 9,092 $1.1M <0.01% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,450 shares; 2024Q4: 46,964 shares; 2025Q1: 46,964 shares; 2025Q2: 46,964 shares; 2025Q3: 46,964 shares 46,964 $1.1M <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,949 shares; 2024Q4: 7,949 shares; 2025Q1: 9,162 shares; 2025Q2: 8,957 shares; 2025Q3: 8,967 shares 8,967 $1.1M <0.01% +10 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,005 shares; 2024Q4: 23,448 shares; 2025Q1: 22,448 shares; 2025Q2: 22,415 shares; 2025Q3: 20,683 shares 20,683 $1.1M <0.01% -1,732 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,100 shares; 2025Q2: 38,100 shares; 2025Q3: 38,100 shares 38,100 $1.1M <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,620 shares; 2024Q4: 55,140 shares; 2025Q1: 55,140 shares; 2025Q2: 55,140 shares; 2025Q3: 55,140 shares 55,140 $1.09M <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 13,343 shares; 2025Q1: 13,292 shares; 2025Q2: 12,938 shares; 2025Q3: 12,998 shares 12,998 $1.08M <0.01% +60 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,362 shares; 2025Q1: 6,111 shares; 2025Q2: 6,319 shares; 2025Q3: 6,374 shares 6,374 $1.08M <0.01% +55 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,308 shares; 2025Q2: 7,363 shares; 2025Q3: 7,363 shares 7,363 $1.07M <0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,081 shares 28,081 $1.07M <0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,122 shares; 2024Q4: 15,792 shares; 2025Q1: 15,929 shares; 2025Q2: 13,179 shares; 2025Q3: 12,709 shares 12,709 $1.07M <0.01% -470 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,766 shares; 2024Q4: 49,766 shares; 2025Q1: 51,731 shares; 2025Q2: 54,737 shares; 2025Q3: 54,372 shares 54,372 $1.06M <0.01% -365 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,955 shares; 2025Q3: 100,955 shares 100,955 $1.06M <0.01% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,156 shares; 2024Q4: 42,156 shares; 2025Q1: 43,236 shares; 2025Q2: 45,180 shares; 2025Q3: 45,180 shares 45,180 $1.06M <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,755 shares; 2024Q4: 568,027 shares; 2025Q1: 14,939 shares; 2025Q2: 12,729 shares; 2025Q3: 12,450 shares 12,450 $1.06M <0.01% -279 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,506 shares; 2024Q4: 49,011 shares; 2025Q1: 47,530 shares; 2025Q2: 44,171 shares; 2025Q3: 46,352 shares 46,352 $1.06M <0.01% +2,181 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,236 shares; 2025Q3: 13,451 shares 13,451 $1.05M <0.01% +3,215 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares; 2025Q3: 90,000 shares 90,000 $1.05M <0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,968 shares; 2024Q4: 56,501 shares; 2025Q1: 57,241 shares; 2025Q2: 57,241 shares; 2025Q3: 57,241 shares 57,241 $1.04M <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 15,232 shares; 2025Q1: 3,997 shares; 2025Q2: 4,521 shares; 2025Q3: 6,230 shares 6,230 $1.04M <0.01% +1,709 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,074 shares; 2024Q4: 20,074 shares; 2025Q1: 19,920 shares; 2025Q2: 21,670 shares; 2025Q3: 21,670 shares 21,670 $1.04M <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590,199 shares; 2024Q4: 667,836 shares; 2025Q1: 10,013 shares; 2025Q2: 9,238 shares; 2025Q3: 12,713 shares 12,713 $1.04M <0.01% +3,475 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,905 shares; 2025Q1: 12,943 shares; 2025Q2: 12,936 shares; 2025Q3: 14,187 shares 14,187 $1.03M <0.01% +1,251 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,371 shares; 2024Q4: 13,758 shares; 2025Q1: 16,523 shares; 2025Q2: 13,728 shares; 2025Q3: 21,725 shares 21,725 $1.03M <0.01% +7,997 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 8,324 shares; 2025Q1: 9,735 shares; 2025Q2: 10,079 shares; 2025Q3: 10,288 shares 10,288 $1.02M <0.01% +209 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,567 shares; 2024Q4: 52,827 shares; 2025Q1: 51,587 shares; 2025Q2: 39,260 shares; 2025Q3: 39,213 shares 39,213 $1.02M <0.01% -47 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,386 shares; 2024Q4: 44,366 shares; 2025Q1: 16,986 shares; 2025Q2: 17,074 shares; 2025Q3: 17,755 shares 17,755 $1.02M <0.01% +681 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897,072 shares; 2024Q4: 938,918 shares; 2025Q1: 14,413 shares; 2025Q2: 12,534 shares; 2025Q3: 12,397 shares 12,397 $1.02M <0.01% -137 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,160 shares; 2024Q4: 11,160 shares; 2025Q1: 11,160 shares; 2025Q2: 11,160 shares; 2025Q3: 11,318 shares 11,318 $1.01M <0.01% +158 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,361 shares; 2025Q1: 13,476 shares; 2025Q2: 15,313 shares; 2025Q3: 13,185 shares 13,185 $1.01M <0.01% -2,128 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,227 shares; 2024Q4: 347,566 shares; 2025Q1: 7,257 shares; 2025Q2: 7,231 shares; 2025Q3: 7,213 shares 7,213 $1.01M <0.01% -18 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 6,614 shares; 2025Q1: 6,614 shares; 2025Q2: 11,613 shares; 2025Q3: 11,522 shares 11,522 $1M <0.01% -91 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 3,556 shares; 2025Q1: 3,554 shares; 2025Q2: 14,497 shares; 2025Q3: 14,514 shares 14,514 $999K <0.01% +17 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,816 shares; 2024Q4: 8,217 shares; 2025Q1: 8,196 shares; 2025Q2: 7,030 shares; 2025Q3: 7,256 shares 7,256 $999K <0.01% +226 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,772 shares; 2024Q4: 17,216 shares; 2025Q1: 14,704 shares; 2025Q2: 19,072 shares; 2025Q3: 13,335 shares 13,335 $993K <0.01% -5,737 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,884 shares; 2025Q3: 9,184 shares 9,184 $981K <0.01% +6,300 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 12,443 shares; 2025Q1: 12,029 shares; 2025Q2: 12,702 shares; 2025Q3: 10,962 shares 10,962 $980K <0.01% -1,740 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 6,007 shares; 2025Q1: 9,007 shares; 2025Q2: 9,072 shares; 2025Q3: 8,926 shares 8,926 $979K <0.01% -146 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 17,276 shares; 2025Q1: 8,505 shares; 2025Q2: 8,997 shares; 2025Q3: 8,985 shares 8,985 $978K <0.01% -12 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 4,914 shares; 2025Q1: 4,942 shares; 2025Q2: 4,681 shares; 2025Q3: 4,681 shares 4,681 $959K <0.01% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,185 shares; 2024Q4: 11,599 shares; 2025Q1: 11,658 shares; 2025Q2: 11,249 shares; 2025Q3: 11,249 shares 11,249 $956K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,021 shares; 2024Q4: 24,019 shares; 2025Q1: 26,405 shares; 2025Q2: 24,273 shares; 2025Q3: 17,509 shares 17,509 $953K <0.01% -6,764 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 4,792 shares; 2025Q1: 3,933 shares; 2025Q2: 6,971 shares; 2025Q3: 6,525 shares 6,525 $934K <0.01% -446 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,622 shares; 2024Q4: 34,622 shares; 2025Q1: 34,622 shares; 2025Q2: 34,622 shares; 2025Q3: 40,942 shares 40,942 $931K <0.01% +6,320 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,312 shares; 2024Q4: 20,334 shares; 2025Q1: 20,371 shares; 2025Q2: 23,950 shares; 2025Q3: 29,744 shares 29,744 $927K <0.01% +5,794 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,263 shares; 2024Q4: 19,963 shares; 2025Q1: 19,961 shares; 2025Q2: 19,997 shares; 2025Q3: 19,997 shares 19,997 $925K <0.01% 0 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,163 shares; 2024Q4: 111,165 shares; 2025Q1: 118,560 shares; 2025Q2: 115,631 shares; 2025Q3: 115,611 shares 115,611 $923K <0.01% -20 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,801 shares; 2024Q4: 13,557 shares; 2025Q1: 13,557 shares; 2025Q2: 15,307 shares; 2025Q3: 15,307 shares 15,307 $920K <0.01% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,746 shares; 2024Q4: 12,730 shares; 2025Q1: 12,026 shares; 2025Q2: 12,191 shares; 2025Q3: 14,026 shares 14,026 $918K <0.01% +1,835 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,382 shares; 2024Q4: 39,382 shares; 2025Q1: 40,060 shares; 2025Q2: 39,657 shares; 2025Q3: 46,552 shares 46,552 $918K <0.01% +6,895 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 15,336 shares; 2025Q1: 8,182 shares; 2025Q2: 8,249 shares; 2025Q3: 7,697 shares 7,697 $916K <0.01% -552 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,705 shares; 2024Q4: 48,780 shares; 2025Q1: 46,832 shares; 2025Q2: 47,165 shares; 2025Q3: 46,832 shares 46,832 $907K <0.01% -333 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,466 shares; 2024Q4: 22,386 shares; 2025Q1: 22,597 shares; 2025Q2: 23,593 shares; 2025Q3: 36,899 shares 36,899 $906K <0.01% +13,306 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001,800 shares; 2024Q4: 967,171 shares; 2025Q1: 950,160 shares; 2025Q2: 548,862 shares; 2025Q3: 76,482 shares 76,482 $905K <0.01% -472,380 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,373 shares; 2025Q1: 4,371 shares; 2025Q2: 4,631 shares; 2025Q3: 4,628 shares 4,628 $905K <0.01% -3 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 9,348 shares; 2025Q1: 9,048 shares; 2025Q2: 9,048 shares; 2025Q3: 8,966 shares 8,966 $899K <0.01% -82 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 15,462 shares; 2025Q1: 15,369 shares; 2025Q2: 15,535 shares; 2025Q3: 12,178 shares 12,178 $893K <0.01% -3,357 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,357 shares; 2024Q4: 52,357 shares; 2025Q1: 45,868 shares; 2025Q2: 38,999 shares; 2025Q3: 38,999 shares 38,999 $892K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 12,789 shares; 2025Q1: 9,017 shares; 2025Q2: 13,606 shares; 2025Q3: 13,193 shares 13,193 $891K <0.01% -413 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: 6,195 shares; 2025Q1: 8,156 shares; 2025Q2: 7,390 shares; 2025Q3: 7,252 shares 7,252 $889K <0.01% -138 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,364 shares; 2024Q4: 10,318 shares; 2025Q1: 10,547 shares; 2025Q2: 9,762 shares; 2025Q3: 6,382 shares 6,382 $888K <0.01% -3,380 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 43,740 shares; 2025Q1: 45,355 shares; 2025Q2: 46,770 shares; 2025Q3: 46,301 shares 46,301 $887K <0.01% -469 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,835 shares; 2024Q4: 24,814 shares; 2025Q1: 24,411 shares; 2025Q2: 23,749 shares; 2025Q3: 23,750 shares 23,750 $885K <0.01% +1 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 14,750 shares; 2025Q1: 14,750 shares; 2025Q2: 15,750 shares; 2025Q3: 15,750 shares 15,750 $884K <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,936 shares; 2024Q4: 24,978 shares; 2025Q1: 22,208 shares; 2025Q2: 24,980 shares; 2025Q3: 24,982 shares 24,982 $882K <0.01% +2 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,682 shares; 2024Q4: 48,928 shares; 2025Q1: 44,578 shares; 2025Q2: 42,085 shares; 2025Q3: 73,449 shares 73,449 $878K <0.01% +31,364 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,205 shares; 2024Q4: 5,874 shares; 2025Q1: 6,124 shares; 2025Q2: 6,664 shares; 2025Q3: 6,664 shares 6,664 $875K <0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,102 shares; 2024Q4: 9,851 shares; 2025Q1: 7,665 shares; 2025Q2: 6,802 shares; 2025Q3: 9,812 shares 9,812 $874K <0.01% +3,010 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,612 shares; 2025Q1: 13,224 shares; 2025Q2: 13,313 shares; 2025Q3: 13,322 shares 13,322 $869K <0.01% +9 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,103 shares; 2024Q4: 12,166 shares; 2025Q1: 9,724 shares; 2025Q2: 10,193 shares; 2025Q3: 10,700 shares 10,700 $863K <0.01% +507 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,309 shares; 2024Q4: 16,309 shares; 2025Q1: 16,075 shares; 2025Q2: 16,075 shares; 2025Q3: 16,075 shares 16,075 $857K <0.01% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,288 shares; 2025Q3: 36,936 shares 36,936 $853K <0.01% +23,648 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,464 shares; 2025Q2: 56,620 shares; 2025Q3: 67,193 shares 67,193 $853K <0.01% +10,573 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,816 shares; 2024Q4: 46,816 shares; 2025Q1: 46,909 shares; 2025Q2: 46,890 shares; 2025Q3: 47,004 shares 47,004 $840K <0.01% +114 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 16,832 shares; 2025Q1: 16,815 shares; 2025Q2: 16,741 shares; 2025Q3: 15,659 shares 15,659 $836K <0.01% -1,082 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares 26,000 $835K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,593 shares; 2025Q1: 5,591 shares; 2025Q2: 5,076 shares; 2025Q3: 15,629 shares 15,629 $831K <0.01% +10,553 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 950 shares; 2025Q1: 1,045 shares; 2025Q2: 1,074 shares; 2025Q3: 1,059 shares 1,059 $829K <0.01% -15 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,269 shares; 2024Q4: 15,954 shares; 2025Q1: 15,427 shares; 2025Q2: 9,340 shares; 2025Q3: 13,883 shares 13,883 $829K <0.01% +4,543 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 6,937 shares; 2025Q1: 7,156 shares; 2025Q2: 7,606 shares; 2025Q3: 6,877 shares 6,877 $829K <0.01% -729 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618,265 shares; 2024Q4: 434,760 shares; 2025Q1: 11,259 shares; 2025Q2: 10,007 shares; 2025Q3: 9,805 shares 9,805 $827K <0.01% -202 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,920 shares; 2025Q2: 13,920 shares; 2025Q3: 13,920 shares 13,920 $817K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,047 shares; 2024Q4: 22,628 shares; 2025Q1: 15,002 shares; 2025Q2: 11,950 shares; 2025Q3: 9,236 shares 9,236 $814K <0.01% -2,714 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,976 shares; 2024Q4: 34,400 shares; 2025Q1: 34,400 shares; 2025Q2: 34,400 shares; 2025Q3: 34,400 shares 34,400 $813K <0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,920 shares; 2024Q4: 33,004 shares; 2025Q1: 33,004 shares; 2025Q2: 33,004 shares; 2025Q3: 33,004 shares 33,004 $809K <0.01% 0 BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,029 shares; 2024Q4: 14,058 shares; 2025Q1: 15,151 shares; 2025Q2: 15,967 shares; 2025Q3: 15,239 shares 15,239 $809K <0.01% -728 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,357 shares; 2024Q4: 6,611 shares; 2025Q1: 6,965 shares; 2025Q2: 6,683 shares; 2025Q3: 6,366 shares 6,366 $802K <0.01% -317 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,264 shares; 2024Q4: 14,328 shares; 2025Q1: 9,795 shares; 2025Q2: 12,443 shares; 2025Q3: 20,290 shares 20,290 $796K <0.01% +7,847 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 12,028 shares; 2025Q1: 3,190 shares; 2025Q2: 4,180 shares; 2025Q3: 4,033 shares 4,033 $791K <0.01% -147 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,558 shares; 2024Q4: 9,542 shares; 2025Q1: 9,842 shares; 2025Q2: 9,832 shares; 2025Q3: 10,559 shares 10,559 $787K <0.01% +727 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,110 shares; 2024Q4: 11,264 shares; 2025Q1: 5,617 shares; 2025Q2: 5,445 shares; 2025Q3: 13,776 shares 13,776 $782K <0.01% +8,331 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 4,998 shares; 2025Q2: 4,998 shares; 2025Q3: 5,753 shares 5,753 $780K <0.01% +755 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,610 shares; 2024Q4: 17,730 shares; 2025Q1: 22,820 shares; 2025Q2: 22,911 shares; 2025Q3: 22,904 shares 22,904 $780K <0.01% -7 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,250 shares; 2024Q4: 132,045 shares; 2025Q1: 131,554 shares; 2025Q2: 131,854 shares; 2025Q3: 31,516 shares 31,516 $780K <0.01% -100,338 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,650 shares; 2024Q4: 22,605 shares; 2025Q1: 22,588 shares; 2025Q2: 22,382 shares; 2025Q3: 22,476 shares 22,476 $779K <0.01% +94 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,191 shares; 2024Q4: 10,503 shares; 2025Q1: 10,459 shares; 2025Q2: 9,266 shares; 2025Q3: 8,657 shares 8,657 $779K <0.01% -609 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,492 shares; 2025Q2: 12,372 shares; 2025Q3: 18,379 shares 18,379 $779K <0.01% +6,007 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,728 shares; 2024Q4: 32,592 shares; 2025Q1: 33,672 shares; 2025Q2: 33,672 shares; 2025Q3: 33,672 shares 33,672 $776K <0.01% 0 RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,699 shares; 2024Q4: 79,699 shares; 2025Q1: 74,719 shares; 2025Q2: 74,719 shares; 2025Q3: 74,719 shares 74,719 $776K <0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,346 shares; 2025Q2: 11,346 shares; 2025Q3: 11,346 shares 11,346 $776K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,814 shares; 2024Q4: 2,675 shares; 2025Q1: 2,704 shares; 2025Q2: 3,364 shares; 2025Q3: 2,816 shares 2,816 $775K <0.01% -548 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,767 shares; 2024Q4: 4,317 shares; 2025Q1: 6,137 shares; 2025Q2: 4,712 shares; 2025Q3: 4,321 shares 4,321 $772K <0.01% -391 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,631 shares; 2024Q4: 16,252 shares; 2025Q1: 14,405 shares; 2025Q2: 15,131 shares; 2025Q3: 13,831 shares 13,831 $771K <0.01% -1,300 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 5,298 shares; 2025Q1: 5,258 shares; 2025Q2: 11,076 shares; 2025Q3: 14,082 shares 14,082 $770K <0.01% +3,006 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,257 shares; 2024Q4: 21,257 shares; 2025Q1: 22,680 shares; 2025Q2: 23,038 shares; 2025Q3: 23,038 shares 23,038 $769K <0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,342 shares 8,342 $764K <0.01% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,910 shares; 2024Q4: 19,157 shares; 2025Q1: 20,725 shares; 2025Q2: 20,762 shares; 2025Q3: 13,225 shares 13,225 $761K <0.01% -7,537 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,604 shares; 2025Q2: 5,581 shares; 2025Q3: 3,861 shares 3,861 $756K <0.01% -1,720 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,491 shares; 2024Q4: 10,363 shares; 2025Q1: 10,363 shares; 2025Q2: 10,776 shares; 2025Q3: 10,444 shares 10,444 $753K <0.01% -332 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 4,828 shares; 2025Q1: 4,680 shares; 2025Q2: 4,499 shares; 2025Q3: 4,678 shares 4,678 $753K <0.01% +179 Timeline LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 7,979 shares; 2025Q1: 7,978 shares; 2025Q2: 7,978 shares; 2025Q3: 7,971 shares 7,971 $752K <0.01% -7 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,616 shares; 2024Q4: 8,591 shares; 2025Q1: 8,574 shares; 2025Q2: 8,659 shares; 2025Q3: 8,598 shares 8,598 $746K <0.01% -61 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,217 shares; 2024Q4: 8,867 shares; 2025Q1: 5,682 shares; 2025Q2: 6,113 shares; 2025Q3: 14,697 shares 14,697 $746K <0.01% +8,584 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $744K <0.01% 0 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,702 shares; 2024Q4: 29,062 shares; 2025Q1: 29,062 shares; 2025Q2: 29,062 shares; 2025Q3: 33,618 shares 33,618 $742K <0.01% +4,556 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,833 shares; 2024Q4: 16,561 shares; 2025Q1: 17,885 shares; 2025Q2: 23,306 shares; 2025Q3: 23,312 shares 23,312 $742K <0.01% +6 Timeline TTGT TECHTARGET INC More: the full row for TECHTARGET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127,684 shares 127,684 $742K <0.01% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,594 shares; 2024Q4: 34,558 shares; 2025Q1: 37,614 shares; 2025Q2: 36,072 shares; 2025Q3: 35,772 shares 35,772 $740K <0.01% -300 BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,238 shares; 2024Q4: 31,224 shares; 2025Q1: 31,224 shares; 2025Q2: 31,524 shares; 2025Q3: 35,910 shares 35,910 $739K <0.01% +4,386 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 2,064 shares; 2025Q1: 2,097 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares 2,134 $735K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,804 shares; 2024Q4: 15,725 shares; 2025Q1: 5,733 shares; 2025Q2: 8,469 shares; 2025Q3: 8,824 shares 8,824 $729K <0.01% +355 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,941 shares; 2025Q3: 6,528 shares 6,528 $729K <0.01% +1,587 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,330 shares; 2025Q2: 12,330 shares; 2025Q3: 12,672 shares 12,672 $728K <0.01% +342 Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 42,383 shares; 2025Q1: 42,383 shares; 2025Q2: 42,383 shares; 2025Q3: 42,383 shares 42,383 $726K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,369 shares; 2024Q4: 12,369 shares; 2025Q1: 12,369 shares; 2025Q2: 12,369 shares; 2025Q3: 12,369 shares 12,369 $726K <0.01% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares 9,100 $723K <0.01% 0 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 7,608 shares; 2025Q1: 7,795 shares; 2025Q2: 7,599 shares; 2025Q3: 7,591 shares 7,591 $723K <0.01% -8 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,397 shares; 2025Q1: 5,301 shares; 2025Q2: 5,235 shares; 2025Q3: 5,169 shares 5,169 $721K <0.01% -66 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: not reported; 2025Q3: 2,913 shares 2,913 $720K <0.01% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 18,058 shares; 2025Q1: 19,122 shares; 2025Q2: 19,122 shares; 2025Q3: 19,122 shares 19,122 $717K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,677 shares; 2024Q4: 10,604 shares; 2025Q1: 8,016 shares; 2025Q2: 5,844 shares; 2025Q3: 5,816 shares 5,816 $717K <0.01% -28 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 6,554 shares; 2025Q1: 6,554 shares; 2025Q2: 6,554 shares; 2025Q3: 6,554 shares 6,554 $712K <0.01% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,021 shares; 2024Q4: 54,021 shares; 2025Q1: 54,021 shares; 2025Q2: 54,021 shares; 2025Q3: 54,021 shares 54,021 $705K <0.01% 0 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,191 shares; 2024Q4: 12,191 shares; 2025Q1: 12,191 shares; 2025Q2: 12,083 shares; 2025Q3: 13,883 shares 13,883 $704K <0.01% +1,800 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,307 shares; 2024Q4: 77,455 shares; 2025Q1: 76,633 shares; 2025Q2: 73,794 shares; 2025Q3: 77,886 shares 77,886 $699K <0.01% +4,092 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,895 shares; 2024Q4: 24,615 shares; 2025Q1: 14,180 shares; 2025Q2: 11,776 shares; 2025Q3: 12,281 shares 12,281 $698K <0.01% +505 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,478 shares; 2024Q4: 21,844 shares; 2025Q1: 24,848 shares; 2025Q2: 23,558 shares; 2025Q3: 23,560 shares 23,560 $698K <0.01% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,104 shares; 2024Q4: 32,120 shares; 2025Q1: 36,467 shares; 2025Q2: 39,490 shares; 2025Q3: 40,278 shares 40,278 $696K <0.01% +788 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 8,980 shares; 2025Q1: 11,319 shares; 2025Q2: 11,586 shares; 2025Q3: 11,370 shares 11,370 $691K <0.01% -216 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 3,843 shares; 2025Q1: 3,816 shares; 2025Q2: 3,868 shares; 2025Q3: 3,858 shares 3,858 $690K <0.01% -10 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,530 shares; 2024Q4: 9,584 shares; 2025Q1: 7,647 shares; 2025Q2: 8,422 shares; 2025Q3: 8,636 shares 8,636 $689K <0.01% +214 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,369 shares; 2024Q4: 21,176 shares; 2025Q1: 23,712 shares; 2025Q2: 27,735 shares; 2025Q3: 27,973 shares 27,973 $688K <0.01% +238 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,461 shares; 2024Q4: 15,461 shares; 2025Q1: 15,461 shares; 2025Q2: 15,126 shares; 2025Q3: 15,176 shares 15,176 $686K <0.01% +50 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,360 shares; 2025Q2: 9,044 shares; 2025Q3: 8,690 shares 8,690 $686K <0.01% -354 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 3,944 shares; 2025Q1: 3,962 shares; 2025Q2: 11,991 shares; 2025Q3: 12,020 shares 12,020 $686K <0.01% +29 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,890 shares; 2025Q3: 59,890 shares 59,890 $682K <0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,376 shares; 2024Q4: 16,559 shares; 2025Q1: 16,151 shares; 2025Q2: 16,151 shares; 2025Q3: 20,224 shares 20,224 $681K <0.01% +4,073 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,396 shares; 2024Q4: 41,707 shares; 2025Q1: 43,065 shares; 2025Q2: 40,012 shares; 2025Q3: 40,214 shares 40,214 $681K <0.01% +202 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,218 shares; 2024Q4: 23,087 shares; 2025Q1: 22,939 shares; 2025Q2: 22,918 shares; 2025Q3: 22,850 shares 22,850 $678K <0.01% -68 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 4,671 shares; 2025Q1: 4,196 shares; 2025Q2: 4,784 shares; 2025Q3: 4,884 shares 4,884 $677K <0.01% +100 Timeline ATOM ATOMERA INC More: the full row for ATOMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,593 shares; 2024Q4: 250,593 shares; 2025Q1: 200,593 shares; 2025Q2: 152,443 shares; 2025Q3: 152,443 shares 152,443 $674K <0.01% 0 Timeline MFSB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,480 shares; 2025Q2: 26,480 shares; 2025Q3: 26,480 shares 26,480 $668K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,683 shares; 2025Q1: 4,732 shares; 2025Q2: 6,062 shares; 2025Q3: 6,056 shares 6,056 $658K <0.01% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,181 shares; 2024Q4: 29,298 shares; 2025Q1: 25,072 shares; 2025Q2: 16,233 shares; 2025Q3: 25,187 shares 25,187 $656K <0.01% +8,954 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 9,417 shares; 2025Q1: 8,542 shares; 2025Q2: 10,584 shares; 2025Q3: 9,880 shares 9,880 $652K <0.01% -704 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,888 shares 19,888 $652K <0.01% new Timeline RWJ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,276 shares; 2024Q4: 12,276 shares; 2025Q1: 12,801 shares; 2025Q2: 14,001 shares; 2025Q3: 13,476 shares 13,476 $651K <0.01% -525 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 2,937 shares; 2025Q1: 2,931 shares; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares 2,923 $649K <0.01% 0 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,298 shares 38,298 $645K <0.01% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,175 shares; 2024Q4: 525,028 shares; 2025Q1: 6,163 shares; 2025Q2: 11,207 shares; 2025Q3: 11,074 shares 11,074 $644K <0.01% -133 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,220 shares; 2025Q3: 34,140 shares 34,140 $642K <0.01% +17,920 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,148 shares; 2025Q3: 29,706 shares 29,706 $641K <0.01% +15,558 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,514 shares; 2024Q4: 17,514 shares; 2025Q1: 17,514 shares; 2025Q2: 17,514 shares; 2025Q3: 17,514 shares 17,514 $636K <0.01% 0 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,060 shares; 2024Q4: 17,130 shares; 2025Q1: 19,856 shares; 2025Q2: 19,856 shares; 2025Q3: 19,856 shares 19,856 $631K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,291 shares; 2025Q3: 2,317 shares 2,317 $628K <0.01% +26 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 19,620 shares 19,620 $627K <0.01% +12,878 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,669 shares; 2025Q3: 7,400 shares 7,400 $627K <0.01% +2,731 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,354 shares; 2025Q1: 4,351 shares; 2025Q2: 4,431 shares; 2025Q3: 4,440 shares 4,440 $626K <0.01% +9 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,376 shares 12,376 $626K <0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,725 shares; 2025Q2: 22,670 shares; 2025Q3: 21,000 shares 21,000 $626K <0.01% -1,670 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 10,567 shares; 2025Q1: 10,733 shares; 2025Q2: 10,360 shares; 2025Q3: 9,643 shares 9,643 $624K <0.01% -717 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,518 shares; 2024Q4: 64,783 shares; 2025Q1: 59,591 shares; 2025Q2: 56,015 shares; 2025Q3: 34,064 shares 34,064 $624K <0.01% -21,951 Timeline GMF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,474 shares; 2024Q4: 4,474 shares; 2025Q1: 4,474 shares; 2025Q2: 4,474 shares; 2025Q3: 4,474 shares 4,474 $622K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,357 shares; 2024Q4: 10,368 shares; 2025Q1: 10,504 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares 10,357 $622K <0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,719 shares; 2024Q4: 15,408 shares; 2025Q1: 17,263 shares; 2025Q2: 14,169 shares; 2025Q3: 14,045 shares 14,045 $621K <0.01% -124 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,808 shares; 2024Q4: 12,336 shares; 2025Q1: 12,252 shares; 2025Q2: 12,240 shares; 2025Q3: 11,188 shares 11,188 $619K <0.01% -1,052 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares 25,000 $618K <0.01% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,205,134 shares; 2024Q4: 1,265,732 shares; 2025Q1: 25,973 shares; 2025Q2: 21,896 shares; 2025Q3: 21,672 shares 21,672 $613K <0.01% -224 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,816 shares; 2025Q1: 8,820 shares; 2025Q2: 8,825 shares; 2025Q3: 8,332 shares 8,332 $612K <0.01% -493 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 12,786 shares; 2025Q1: 12,906 shares; 2025Q2: 17,321 shares; 2025Q3: 15,111 shares 15,111 $609K <0.01% -2,210 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,660 shares; 2025Q2: 5,160 shares; 2025Q3: 5,322 shares 5,322 $609K <0.01% +162 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 7,797 shares; 2025Q1: 8,637 shares; 2025Q2: 7,920 shares; 2025Q3: 7,918 shares 7,918 $607K <0.01% -2 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 6,325 shares; 2025Q1: 6,325 shares; 2025Q2: 6,349 shares; 2025Q3: 6,349 shares 6,349 $604K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 1,934 shares; 2025Q3: 4,267 shares 4,267 $604K <0.01% +2,333 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,836 shares; 2024Q4: 15,266 shares; 2025Q1: 15,266 shares; 2025Q2: 12,121 shares; 2025Q3: 6,000 shares 6,000 $599K <0.01% -6,121 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,327 shares; 2025Q3: 19,481 shares 19,481 $598K <0.01% +7,154 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,487 shares; 2024Q4: 30,140 shares; 2025Q1: 29,603 shares; 2025Q2: 29,419 shares; 2025Q3: 29,419 shares 29,419 $595K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,946 shares; 2025Q1: 2,111 shares; 2025Q2: 1,897 shares; 2025Q3: 1,997 shares 1,997 $592K <0.01% +100 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,572 shares; 2025Q1: 2,392 shares; 2025Q2: 2,274 shares; 2025Q3: 2,126 shares 2,126 $590K <0.01% -148 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,512 shares; 2024Q4: 12,672 shares; 2025Q1: 12,672 shares; 2025Q2: 12,672 shares; 2025Q3: 15,944 shares 15,944 $587K <0.01% +3,272 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,525 shares; 2024Q4: 32,391 shares; 2025Q1: 39,856 shares; 2025Q2: 39,949 shares; 2025Q3: 18,616 shares 18,616 $584K <0.01% -21,333 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,224 shares; 2025Q1: 6,279 shares; 2025Q2: 6,404 shares; 2025Q3: 6,634 shares 6,634 $583K <0.01% +230 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 3,815 shares; 2025Q1: 3,299 shares; 2025Q2: 3,378 shares; 2025Q3: 3,453 shares 3,453 $582K <0.01% +75 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,054 shares; 2025Q1: 10,609 shares; 2025Q2: 5,112 shares; 2025Q3: 6,732 shares 6,732 $580K <0.01% +1,620 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 1,844 shares; 2025Q1: 1,764 shares; 2025Q2: 1,773 shares; 2025Q3: 1,773 shares 1,773 $579K <0.01% 0 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,670 shares; 2025Q3: 17,834 shares 17,834 $573K <0.01% +164 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 15,589 shares; 2025Q1: 13,921 shares; 2025Q2: 13,344 shares; 2025Q3: 13,309 shares 13,309 $572K <0.01% -35 Timeline