SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,512 shares; 2024Q4: 3,584 shares; 2025Q1: 2,962 shares; 2025Q2: 3,738 shares; 2025Q3: 4,907 shares; 2025Q4: 6,324 shares 6,324 $558K <0.01% +1,417 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,814 shares; 2025Q3: 4,201 shares; 2025Q4: 5,808 shares 5,808 $557K <0.01% +1,607 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 3,568 shares; 2025Q1: 3,528 shares; 2025Q2: 4,353 shares; 2025Q3: 4,172 shares; 2025Q4: 3,867 shares 3,867 $556K <0.01% -305 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,317 shares; 2024Q4: 21,582 shares; 2025Q1: 22,517 shares; 2025Q2: 20,547 shares; 2025Q3: 23,820 shares; 2025Q4: 20,439 shares 20,439 $554K <0.01% -3,381 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3,504 shares; 2025Q1: 3,504 shares; 2025Q2: 3,208 shares; 2025Q3: 3,205 shares; 2025Q4: 3,712 shares 3,712 $552K <0.01% +507 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 680 shares; 2025Q1: 685 shares; 2025Q2: 768 shares; 2025Q3: 779 shares; 2025Q4: 959 shares 959 $550K <0.01% +180 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 77 shares; 2025Q3: 1,718 shares; 2025Q4: 2,145 shares 2,145 $549K <0.01% +427 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 1,019 shares; 2025Q1: 548 shares; 2025Q2: 1,023 shares; 2025Q3: 1,916 shares; 2025Q4: 1,864 shares 1,864 $547K <0.01% -52 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,565 shares; 2024Q4: 22,565 shares; 2025Q1: 22,565 shares; 2025Q2: 22,565 shares; 2025Q3: 24,370 shares; 2025Q4: 24,370 shares 24,370 $547K <0.01% 0 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,118 shares; 2025Q4: 60,439 shares 60,439 $546K <0.01% +13,321 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 1,898 shares; 2025Q1: 1,898 shares; 2025Q2: 5,688 shares; 2025Q3: 5,872 shares; 2025Q4: 5,872 shares 5,872 $546K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 291 shares; 2025Q2: 28,860 shares; 2025Q3: 25,016 shares; 2025Q4: 11,279 shares 11,279 $539K <0.01% -13,737 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,062 shares; 2024Q4: 7,062 shares; 2025Q1: 6,283 shares; 2025Q2: 6,283 shares; 2025Q3: 6,283 shares; 2025Q4: 6,257 shares 6,257 $537K <0.01% -26 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,156 shares; 2024Q4: 8,564 shares; 2025Q1: 8,564 shares; 2025Q2: 8,679 shares; 2025Q3: 8,679 shares; 2025Q4: 9,753 shares 9,753 $537K <0.01% +1,074 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,127 shares; 2024Q4: 1,994 shares; 2025Q1: 2,047 shares; 2025Q2: 3,486 shares; 2025Q3: 3,365 shares; 2025Q4: 6,597 shares 6,597 $533K <0.01% +3,232 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,660 shares; 2025Q1: 1,683 shares; 2025Q2: 1,962 shares; 2025Q3: 2,443 shares; 2025Q4: 3,262 shares 3,262 $532K <0.01% +819 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,117 shares; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 2,117 shares 2,117 $532K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,836 shares; 2024Q4: 11,789 shares; 2025Q1: 10,976 shares; 2025Q2: 10,976 shares; 2025Q3: 10,976 shares; 2025Q4: 11,342 shares 11,342 $531K <0.01% +366 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,962 shares 11,962 $528K <0.01% new Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $525K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,928 shares; 2024Q4: 9,263 shares; 2025Q1: 9,293 shares; 2025Q2: 15,591 shares; 2025Q3: 27,782 shares; 2025Q4: 39,931 shares 39,931 $524K <0.01% +12,149 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,397 shares; 2024Q4: 6,464 shares; 2025Q1: 6,797 shares; 2025Q2: 7,379 shares; 2025Q3: 7,379 shares; 2025Q4: 7,379 shares 7,379 $524K <0.01% 0 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,968 shares; 2024Q4: 9,968 shares; 2025Q1: 9,968 shares; 2025Q2: 9,968 shares; 2025Q3: 9,968 shares; 2025Q4: 10,022 shares 10,022 $517K <0.01% +54 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,939 shares; 2024Q4: 5,994 shares; 2025Q1: 6,571 shares; 2025Q2: 7,004 shares; 2025Q3: 7,242 shares; 2025Q4: 8,599 shares 8,599 $516K <0.01% +1,357 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 9,840 shares; 2025Q1: 9,838 shares; 2025Q2: 11,617 shares; 2025Q3: 3,153 shares; 2025Q4: 4,590 shares 4,590 $515K <0.01% +1,437 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 926 shares; 2025Q1: 870 shares; 2025Q2: 822 shares; 2025Q3: 1,180 shares; 2025Q4: 1,868 shares 1,868 $514K <0.01% +688 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 1,013 shares; 2025Q1: 686 shares; 2025Q2: 932 shares; 2025Q3: 1,025 shares; 2025Q4: 1,340 shares 1,340 $514K <0.01% +315 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 306 shares; 2025Q1: 88 shares; 2025Q2: 837 shares; 2025Q3: 1,745 shares; 2025Q4: 2,977 shares 2,977 $513K <0.01% +1,232 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,891 shares; 2025Q3: 5,019 shares; 2025Q4: 5,019 shares 5,019 $512K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 8,658 shares; 2025Q1: 8,288 shares; 2025Q2: 9,290 shares; 2025Q3: 8,793 shares; 2025Q4: 7,580 shares 7,580 $509K <0.01% -1,213 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,506 shares; 2025Q1: 1,512 shares; 2025Q2: 2,514 shares; 2025Q3: 3,073 shares; 2025Q4: 4,493 shares 4,493 $507K <0.01% +1,420 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: not reported; 2025Q3: 26,197 shares; 2025Q4: 40,009 shares 40,009 $507K <0.01% +13,812 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,973 shares; 2025Q1: 4,188 shares; 2025Q2: 6,738 shares; 2025Q3: 6,125 shares; 2025Q4: 11,326 shares 11,326 $506K <0.01% +5,201 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,479 shares; 2025Q1: 6,712 shares; 2025Q2: 5,631 shares; 2025Q3: 4,722 shares; 2025Q4: 3,131 shares 3,131 $503K <0.01% -1,591 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,411 shares; 2025Q1: 5,691 shares; 2025Q2: 5,667 shares; 2025Q3: 4,274 shares; 2025Q4: 4,274 shares 4,274 $503K <0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares; 2025Q4: 5,432 shares 5,432 $501K <0.01% +2,988 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 726 shares; 2025Q4: 1,126 shares 1,126 $501K <0.01% +400 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,972 shares; 2024Q4: 29,972 shares; 2025Q1: 29,667 shares; 2025Q2: 33,572 shares; 2025Q3: 33,471 shares; 2025Q4: 27,857 shares 27,857 $500K <0.01% -5,614 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,983 shares; 2025Q2: 9,983 shares; 2025Q3: 9,983 shares; 2025Q4: 9,983 shares 9,983 $498K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 2,957 shares; 2025Q1: 2,957 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares 1,795 $497K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,354 shares; 2025Q1: 1,142 shares; 2025Q2: 1,650 shares; 2025Q3: 3,985 shares; 2025Q4: 3,475 shares 3,475 $495K <0.01% -510 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,742 shares 9,742 $495K <0.01% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,718 shares; 2025Q1: 1,733 shares; 2025Q2: 2,229 shares; 2025Q3: 2,324 shares; 2025Q4: 2,502 shares 2,502 $484K <0.01% +178 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,706 shares; 2025Q3: 9,706 shares; 2025Q4: 9,706 shares 9,706 $480K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 1,270 shares; 2025Q1: 1,005 shares; 2025Q2: 1,155 shares; 2025Q3: 1,407 shares; 2025Q4: 1,460 shares 1,460 $480K <0.01% +53 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,697 shares; 2025Q1: 1,532 shares; 2025Q2: 2,662 shares; 2025Q3: 2,332 shares; 2025Q4: 3,681 shares 3,681 $475K <0.01% +1,349 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4,526 shares; 2025Q1: 4,128 shares; 2025Q2: 4,090 shares; 2025Q3: 4,279 shares; 2025Q4: 5,721 shares 5,721 $469K <0.01% +1,442 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 998 shares; 2025Q1: 1,042 shares; 2025Q2: 1,182 shares; 2025Q3: 1,422 shares; 2025Q4: 2,795 shares 2,795 $469K <0.01% +1,373 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,771 shares; 2025Q1: 2,706 shares; 2025Q2: 2,706 shares; 2025Q3: 2,708 shares; 2025Q4: 2,708 shares 2,708 $468K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 466 shares; 2025Q1: 333 shares; 2025Q2: 1,156 shares; 2025Q3: 1,802 shares; 2025Q4: 2,074 shares 2,074 $468K <0.01% +272 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 3,109 shares; 2025Q1: 2,628 shares; 2025Q2: 2,765 shares; 2025Q3: 2,848 shares; 2025Q4: 2,923 shares 2,923 $465K <0.01% +75 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,379 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares 1,438 $464K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 7,125 shares; 2025Q1: 6,950 shares; 2025Q2: 7,981 shares; 2025Q3: 10,576 shares; 2025Q4: 18,087 shares 18,087 $463K <0.01% +7,511 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,005 shares; 2025Q1: 3,463 shares; 2025Q2: 3,827 shares; 2025Q3: 4,264 shares; 2025Q4: 4,320 shares 4,320 $463K <0.01% +56 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,704 shares; 2025Q4: 4,906 shares 4,906 $462K <0.01% -4,798 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,503 shares; 2025Q2: 2,330 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares 2,745 $461K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,589 shares; 2024Q4: 317,046 shares; 2025Q1: 284,917 shares; 2025Q2: 282,827 shares; 2025Q3: 19,513 shares; 2025Q4: 26,707 shares 26,707 $461K <0.01% +7,194 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 3,535 shares 3,535 $459K <0.01% +368 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,651 shares; 2025Q1: 3,705 shares; 2025Q2: 4,250 shares; 2025Q3: 4,678 shares; 2025Q4: 6,101 shares 6,101 $454K <0.01% +1,423 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,457 shares 2,457 $453K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,522 shares; 2025Q1: 3,516 shares; 2025Q2: 3,679 shares; 2025Q3: 4,226 shares; 2025Q4: 5,169 shares 5,169 $451K <0.01% +943 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 1,734 shares 1,734 $448K <0.01% +1,718 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 184 shares; 2025Q1: 155 shares; 2025Q2: 699 shares; 2025Q3: 1,463 shares; 2025Q4: 5,378 shares 5,378 $446K <0.01% +3,915 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,446 shares; 2025Q3: 37,955 shares; 2025Q4: 37,955 shares 37,955 $444K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,908 shares; 2024Q4: 22,730 shares; 2025Q1: 22,150 shares; 2025Q2: 24,254 shares; 2025Q3: 21,532 shares; 2025Q4: 18,995 shares 18,995 $444K <0.01% -2,537 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: 1,265 shares; 2025Q4: 1,959 shares 1,959 $444K <0.01% +694 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,327 shares; 2024Q4: 15,000 shares; 2025Q1: 16,177 shares; 2025Q2: 20,000 shares; 2025Q3: 18,000 shares; 2025Q4: 22,200 shares 22,200 $442K <0.01% +4,200 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,743 shares 6,743 $441K <0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,720 shares; 2024Q4: 6,991 shares; 2025Q1: 6,891 shares; 2025Q2: 8,515 shares; 2025Q3: 12,481 shares; 2025Q4: 14,490 shares 14,490 $438K <0.01% +2,009 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 7,419 shares; 2025Q1: 7,209 shares; 2025Q2: 7,209 shares; 2025Q3: 7,209 shares; 2025Q4: 7,209 shares 7,209 $438K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,839 shares; 2025Q1: 7,822 shares; 2025Q2: 7,822 shares; 2025Q3: 12,300 shares; 2025Q4: 8,345 shares 8,345 $437K <0.01% -3,955 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 5,596 shares 5,596 $436K <0.01% +3,836 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 6,370 shares; 2025Q1: 7,715 shares; 2025Q2: 8,126 shares; 2025Q3: 9,651 shares; 2025Q4: 10,362 shares 10,362 $433K <0.01% +711 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,506 shares 9,506 $432K <0.01% new Timeline HOFT HOOKER FURNISHINGS CORPORATI More: the full row for HOOKER FURNISHINGS CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,204 shares; 2024Q4: 38,204 shares; 2025Q1: 38,204 shares; 2025Q2: 38,204 shares; 2025Q3: 38,204 shares; 2025Q4: 38,204 shares 38,204 $431K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,994 shares; 2024Q4: 7,688 shares; 2025Q1: 7,688 shares; 2025Q2: 5,764 shares; 2025Q3: 6,376 shares; 2025Q4: 7,862 shares 7,862 $430K <0.01% +1,486 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,756 shares; 2025Q1: 1,781 shares; 2025Q2: 2,005 shares; 2025Q3: 1,875 shares; 2025Q4: 2,317 shares 2,317 $426K <0.01% +442 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 7,868 shares; 2025Q1: 7,868 shares; 2025Q2: 9,468 shares; 2025Q3: 7,868 shares; 2025Q4: 10,826 shares 10,826 $426K <0.01% +2,958 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,379 shares; 2025Q3: 8,770 shares; 2025Q4: 9,754 shares 9,754 $425K <0.01% +984 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,564 shares; 2024Q4: 4,564 shares; 2025Q1: 4,564 shares; 2025Q2: 4,564 shares; 2025Q3: 4,564 shares; 2025Q4: 4,564 shares 4,564 $419K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 482 shares; 2025Q1: 626 shares; 2025Q2: 817 shares; 2025Q3: 1,331 shares; 2025Q4: 2,610 shares 2,610 $419K <0.01% +1,279 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 1,733 shares; 2025Q1: 1,013 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares 3,328 $419K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 5,861 shares; 2025Q2: 5,861 shares; 2025Q3: 5,861 shares; 2025Q4: 5,861 shares 5,861 $419K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 982 shares; 2025Q1: 1,027 shares; 2025Q2: 1,386 shares; 2025Q3: 2,339 shares; 2025Q4: 4,205 shares 4,205 $418K <0.01% +1,866 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,183 shares; 2025Q1: 681 shares; 2025Q2: 1,566 shares; 2025Q3: 1,893 shares; 2025Q4: 4,892 shares 4,892 $417K <0.01% +2,999 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,613 shares; 2024Q4: 4,573 shares; 2025Q1: 4,573 shares; 2025Q2: 6,044 shares; 2025Q3: 6,225 shares; 2025Q4: 7,341 shares 7,341 $416K <0.01% +1,116 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 13,878 shares; 2025Q1: 9,700 shares; 2025Q2: 7,980 shares; 2025Q3: 6,424 shares; 2025Q4: 5,499 shares 5,499 $414K <0.01% -925 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,458 shares; 2025Q1: 1,294 shares; 2025Q2: 1,389 shares; 2025Q3: 1,809 shares; 2025Q4: 1,840 shares 1,840 $411K <0.01% +31 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 958 shares; 2025Q1: 968 shares; 2025Q2: 958 shares; 2025Q3: 1,073 shares; 2025Q4: 1,917 shares 1,917 $406K <0.01% +844 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,595 shares; 2025Q1: 2,773 shares; 2025Q2: 3,547 shares; 2025Q3: 6,779 shares; 2025Q4: 10,542 shares 10,542 $404K <0.01% +3,763 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,091 shares; 2025Q3: 2,188 shares; 2025Q4: 4,527 shares 4,527 $404K <0.01% +2,339 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,670 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,338 shares; 2025Q4: 5,214 shares 5,214 $404K <0.01% +876 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 212 shares; 2025Q1: 116 shares; 2025Q2: 203 shares; 2025Q3: 1,118 shares; 2025Q4: 3,570 shares 3,570 $404K <0.01% +2,452 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,745 shares; 2025Q1: 1,778 shares; 2025Q2: 2,723 shares; 2025Q3: 3,108 shares; 2025Q4: 4,714 shares 4,714 $403K <0.01% +1,606 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 4,995 shares; 2025Q1: 4,995 shares; 2025Q2: 4,995 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares 4,995 $401K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,191 shares; 2024Q4: 2,191 shares; 2025Q1: 2,191 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,368 shares 2,368 $401K <0.01% +177 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 1,033 shares; 2025Q1: 1,035 shares; 2025Q2: 1,393 shares; 2025Q3: 2,478 shares; 2025Q4: 2,942 shares 2,942 $400K <0.01% +464 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,380 shares; 2025Q1: 1,580 shares; 2025Q2: 556 shares; 2025Q3: 56 shares; 2025Q4: 3,906 shares 3,906 $398K <0.01% +3,850 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,467 shares; 2025Q3: 2,544 shares; 2025Q4: 4,098 shares 4,098 $396K <0.01% +1,554 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $392K <0.01% new Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 10,415 shares; 2025Q1: 23,700 shares; 2025Q2: 59,500 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares 55,000 $384K <0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,901 shares; 2024Q4: 9,901 shares; 2025Q1: 9,901 shares; 2025Q2: 9,901 shares; 2025Q3: 9,901 shares; 2025Q4: 9,901 shares 9,901 $382K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 4,098 shares; 2025Q1: 3,411 shares; 2025Q2: 4,876 shares; 2025Q3: 5,473 shares; 2025Q4: 8,752 shares 8,752 $382K <0.01% +3,279 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares 3,595 $380K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 348 shares; 2025Q1: 806 shares; 2025Q2: 6,283 shares; 2025Q3: 6,448 shares; 2025Q4: 6,304 shares 6,304 $378K <0.01% -144 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,445 shares; 2024Q4: 11,950 shares; 2025Q1: 12,146 shares; 2025Q2: 13,161 shares; 2025Q3: 13,178 shares; 2025Q4: 15,639 shares 15,639 $374K <0.01% +2,461 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 440 shares; 2025Q1: 260 shares; 2025Q2: 761 shares; 2025Q3: 974 shares; 2025Q4: 2,474 shares 2,474 $372K <0.01% +1,500 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,951 shares; 2024Q4: 9,427 shares; 2025Q1: 9,427 shares; 2025Q2: 9,427 shares; 2025Q3: 9,427 shares; 2025Q4: 9,768 shares 9,768 $372K <0.01% +341 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 2,760 shares; 2025Q2: 2,736 shares; 2025Q3: 2,757 shares; 2025Q4: 2,758 shares 2,758 $370K <0.01% +1 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 3,130 shares; 2025Q1: 2,275 shares; 2025Q2: 3,220 shares; 2025Q3: 3,285 shares; 2025Q4: 3,000 shares 3,000 $369K <0.01% -285 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 1,659 shares; 2025Q1: 1,659 shares; 2025Q2: 6,330 shares; 2025Q3: 6,548 shares; 2025Q4: 6,548 shares 6,548 $369K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,848 shares; 2025Q2: 2,140 shares; 2025Q3: 2,513 shares; 2025Q4: 2,780 shares 2,780 $368K <0.01% +267 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 1,083 shares; 2025Q1: 1,124 shares; 2025Q2: 1,917 shares; 2025Q3: 2,481 shares; 2025Q4: 2,370 shares 2,370 $367K <0.01% -111 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 14,300 shares; 2025Q1: 16,651 shares; 2025Q2: 19,100 shares; 2025Q3: 19,100 shares; 2025Q4: 16,800 shares 16,800 $365K <0.01% -2,300 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 240 shares; 2025Q1: 336 shares; 2025Q2: 384 shares; 2025Q3: 456 shares; 2025Q4: 476 shares 476 $365K <0.01% +20 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 7,800 shares; 2025Q3: 9,922 shares; 2025Q4: 11,900 shares 11,900 $364K <0.01% +1,978 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 557 shares; 2025Q1: 178 shares; 2025Q2: 310 shares; 2025Q3: 568 shares; 2025Q4: 1,850 shares 1,850 $358K <0.01% +1,282 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 174 shares; 2025Q1: 215 shares; 2025Q2: 234 shares; 2025Q3: 280 shares; 2025Q4: 695 shares 695 $355K <0.01% +415 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 684 shares; 2025Q1: 714 shares; 2025Q2: 990 shares; 2025Q3: 3,241 shares; 2025Q4: 3,347 shares 3,347 $353K <0.01% +106 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 7,552 shares; 2025Q1: 7,426 shares; 2025Q2: 6,188 shares; 2025Q3: 7,452 shares; 2025Q4: 8,583 shares 8,583 $353K <0.01% +1,131 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,114 shares; 2025Q1: 1,109 shares; 2025Q2: 1,268 shares; 2025Q3: 2,121 shares; 2025Q4: 3,431 shares 3,431 $353K <0.01% +1,310 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 891 shares; 2025Q1: 634 shares; 2025Q2: 846 shares; 2025Q3: 1,284 shares; 2025Q4: 1,936 shares 1,936 $352K <0.01% +652 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 911 shares; 2025Q1: 944 shares; 2025Q2: 974 shares; 2025Q3: 1,110 shares; 2025Q4: 1,398 shares 1,398 $351K <0.01% +288 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 220 shares; 2025Q1: 190 shares; 2025Q2: 349 shares; 2025Q3: 528 shares; 2025Q4: 1,374 shares 1,374 $348K <0.01% +846 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,156 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $347K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,269 shares; 2025Q1: 1,429 shares; 2025Q2: 1,786 shares; 2025Q3: 7,599 shares; 2025Q4: 12,189 shares 12,189 $344K <0.01% +4,590 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 726 shares; 2025Q2: 1,707 shares; 2025Q3: 2,158 shares; 2025Q4: 3,448 shares 3,448 $344K <0.01% +1,290 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 437 shares; 2025Q1: 276 shares; 2025Q2: 2,892 shares; 2025Q3: 1,882 shares; 2025Q4: 12,130 shares 12,130 $340K <0.01% +10,248 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,493 shares; 2024Q4: 18,493 shares; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 4,533 shares 4,533 $339K <0.01% +969 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,355 shares; 2025Q1: 230 shares; 2025Q2: 1,030 shares; 2025Q3: 1,497 shares; 2025Q4: 4,523 shares 4,523 $334K <0.01% +3,026 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares 2,349 $332K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 546 shares; 2025Q1: 483 shares; 2025Q2: 533 shares; 2025Q3: 769 shares; 2025Q4: 864 shares 864 $328K <0.01% +95 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,140 shares; 2025Q3: 5,083 shares; 2025Q4: 5,083 shares 5,083 $327K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 25 shares; 2025Q1: 27 shares; 2025Q2: 160 shares; 2025Q3: 246 shares; 2025Q4: 361 shares 361 $327K <0.01% +115 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 249 shares; 2025Q1: 2,245 shares; 2025Q2: 2,492 shares; 2025Q3: 3,424 shares; 2025Q4: 4,477 shares 4,477 $325K <0.01% +1,053 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,932 shares; 2025Q3: 4,042 shares; 2025Q4: 3,980 shares 3,980 $322K <0.01% -62 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 298 shares; 2025Q1: 296 shares; 2025Q2: 554 shares; 2025Q3: 527 shares; 2025Q4: 1,134 shares 1,134 $321K <0.01% +607 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,716 shares; 2024Q4: 5,770 shares; 2025Q1: 5,770 shares; 2025Q2: 5,992 shares; 2025Q3: 5,938 shares; 2025Q4: 5,938 shares 5,938 $320K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 1,085 shares; 2025Q1: 1,131 shares; 2025Q2: 1,626 shares; 2025Q3: 2,393 shares; 2025Q4: 4,751 shares 4,751 $320K <0.01% +2,358 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 1,988 shares; 2025Q1: 609 shares; 2025Q2: 631 shares; 2025Q3: 1,278 shares; 2025Q4: 2,309 shares 2,309 $319K <0.01% +1,031 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,851 shares; 2025Q1: 3,499 shares; 2025Q2: 1,629 shares; 2025Q3: 3,317 shares; 2025Q4: 8,623 shares 8,623 $316K <0.01% +5,306 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,155 shares; 2025Q1: 1,160 shares; 2025Q2: 1,298 shares; 2025Q3: 1,743 shares; 2025Q4: 1,981 shares 1,981 $315K <0.01% +238 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 4,222 shares; 2025Q1: 4,269 shares; 2025Q2: 4,346 shares; 2025Q3: 3,745 shares; 2025Q4: 3,973 shares 3,973 $315K <0.01% +228 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 903 shares; 2025Q1: 865 shares; 2025Q2: 1,382 shares; 2025Q3: 2,695 shares; 2025Q4: 2,310 shares 2,310 $315K <0.01% -385 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 459 shares; 2025Q1: 604 shares; 2025Q2: 992 shares; 2025Q3: 2,065 shares; 2025Q4: 3,770 shares 3,770 $315K <0.01% +1,705 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 560 shares; 2025Q3: 782 shares; 2025Q4: 569 shares 569 $314K <0.01% -213 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 440 shares; 2025Q1: 450 shares; 2025Q2: 696 shares; 2025Q3: 562 shares; 2025Q4: 1,749 shares 1,749 $311K <0.01% +1,187 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 2,440 shares; 2025Q1: 2,424 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 3,271 shares 3,271 $308K <0.01% +800 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 637 shares; 2025Q3: 1,906 shares; 2025Q4: 1,699 shares 1,699 $306K <0.01% -207 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 138 shares; 2025Q1: 104 shares; 2025Q2: 113 shares; 2025Q3: 219 shares; 2025Q4: 142 shares 142 $305K <0.01% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,903 shares; 2025Q2: 1,811 shares; 2025Q3: 1,272 shares; 2025Q4: 2,544 shares 2,544 $304K <0.01% +1,272 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,133 shares 12,133 $304K <0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 522 shares; 2025Q2: 1,188 shares; 2025Q3: 1,756 shares; 2025Q4: 11,105 shares 11,105 $302K <0.01% +9,349 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 141 shares; 2025Q3: 616 shares; 2025Q4: 4,635 shares 4,635 $301K <0.01% +4,019 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 9,934 shares; 2025Q1: 9,481 shares; 2025Q2: 5,425 shares; 2025Q3: 4,076 shares; 2025Q4: 3,725 shares 3,725 $301K <0.01% -351 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,337 shares; 2025Q3: 1,492 shares; 2025Q4: 2,904 shares 2,904 $301K <0.01% +1,412 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,011 shares; 2024Q4: 16,011 shares; 2025Q1: 16,011 shares; 2025Q2: 16,011 shares; 2025Q3: 16,011 shares; 2025Q4: 16,011 shares 16,011 $300K <0.01% 0 Timeline HIPO HIPPO HLDGS INC More: the full row for HIPPO HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,941 shares 9,941 $299K <0.01% new Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 8,529 shares; 2025Q1: 8,529 shares; 2025Q2: 8,529 shares; 2025Q3: 8,529 shares; 2025Q4: 8,529 shares 8,529 $295K <0.01% 0 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,858 shares; 2024Q4: 9,858 shares; 2025Q1: 9,728 shares; 2025Q2: 9,728 shares; 2025Q3: 9,728 shares; 2025Q4: 9,836 shares 9,836 $294K <0.01% +108 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 687 shares; 2025Q4: 1,426 shares 1,426 $293K <0.01% +739 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 6,054 shares; 2025Q1: 6,054 shares; 2025Q2: 6,568 shares; 2025Q3: 4,524 shares; 2025Q4: 5,906 shares 5,906 $290K <0.01% +1,382 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares 4,811 $286K <0.01% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,859 shares; 2024Q4: 251,125 shares; 2025Q1: 300,204 shares; 2025Q2: 319,201 shares; 2025Q3: 4,229 shares; 2025Q4: 2,813 shares 2,813 $285K <0.01% -1,416 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,135 shares; 2024Q4: 291,377 shares; 2025Q1: 325,142 shares; 2025Q2: 524,577 shares; 2025Q3: 7,966 shares; 2025Q4: 4,361 shares 4,361 $285K <0.01% -3,605 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 322 shares; 2025Q2: 624 shares; 2025Q3: 829 shares; 2025Q4: 1,624 shares 1,624 $283K <0.01% +795 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 7,316 shares; 2025Q1: 7,316 shares; 2025Q2: 7,316 shares; 2025Q3: 7,316 shares; 2025Q4: 7,316 shares 7,316 $281K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 78 shares; 2025Q1: 250 shares; 2025Q2: 588 shares; 2025Q3: 969 shares; 2025Q4: 2,062 shares 2,062 $280K <0.01% +1,093 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 120 shares; 2025Q1: 147 shares; 2025Q2: 689 shares; 2025Q3: 1,109 shares; 2025Q4: 1,437 shares 1,437 $279K <0.01% +328 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 7,235 shares; 2025Q1: 9,334 shares; 2025Q2: 10,114 shares; 2025Q3: 9,027 shares; 2025Q4: 6,664 shares 6,664 $279K <0.01% -2,363 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 858 shares; 2025Q1: 847 shares; 2025Q2: 911 shares; 2025Q3: 727 shares; 2025Q4: 1,339 shares 1,339 $278K <0.01% +612 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,626 shares; 2025Q3: 12,626 shares; 2025Q4: 12,626 shares 12,626 $278K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,704 shares; 2024Q4: 7,820 shares; 2025Q1: 7,820 shares; 2025Q2: 7,820 shares; 2025Q3: 7,820 shares; 2025Q4: 7,820 shares 7,820 $278K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,281 shares; 2024Q4: 4,302 shares; 2025Q1: 3,518 shares; 2025Q2: 3,693 shares; 2025Q3: 5,809 shares; 2025Q4: 4,330 shares 4,330 $277K <0.01% -1,479 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,004 shares; 2024Q4: 7,819 shares; 2025Q1: 5,849 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares; 2025Q4: 5,849 shares 5,849 $277K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,227 shares 4,227 $277K <0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 6,029 shares 6,029 $276K <0.01% +3,429 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,844 shares; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 2,844 shares; 2025Q4: 2,844 shares 2,844 $276K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 160 shares; 2025Q1: 149 shares; 2025Q2: 277 shares; 2025Q3: 332 shares; 2025Q4: 448 shares 448 $271K <0.01% +116 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 498 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 2,539 shares 2,539 $271K <0.01% +1,983 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,016 shares; 2025Q1: 1,020 shares; 2025Q2: 1,871 shares; 2025Q3: 2,242 shares; 2025Q4: 3,187 shares 3,187 $267K <0.01% +945 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,554 shares; 2025Q1: 2,505 shares; 2025Q2: 3,323 shares; 2025Q3: 3,136 shares; 2025Q4: 4,829 shares 4,829 $267K <0.01% +1,693 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,979 shares; 2024Q4: 18,979 shares; 2025Q1: 18,979 shares; 2025Q2: 18,979 shares; 2025Q3: 18,979 shares; 2025Q4: 18,979 shares 18,979 $266K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 81 shares; 2025Q1: 86 shares; 2025Q2: 136 shares; 2025Q3: 314 shares; 2025Q4: 329 shares 329 $266K <0.01% +15 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,646 shares; 2025Q1: 710 shares; 2025Q2: 1,090 shares; 2025Q3: 1,859 shares; 2025Q4: 2,992 shares 2,992 $266K <0.01% +1,133 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,650 shares; 2025Q1: 4,300 shares; 2025Q2: 4,311 shares; 2025Q3: 3,905 shares; 2025Q4: 922 shares 922 $266K <0.01% -2,983 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 313 shares; 2025Q1: 305 shares; 2025Q2: 512 shares; 2025Q3: 1,550 shares; 2025Q4: 3,423 shares 3,423 $265K <0.01% +1,873 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,930 shares; 2024Q4: 3,211 shares; 2025Q1: 3,211 shares; 2025Q2: 1,804 shares; 2025Q3: 2,344 shares; 2025Q4: 3,970 shares 3,970 $263K <0.01% +1,626 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,733 shares; 2024Q4: 18,733 shares; 2025Q1: 9,367 shares; 2025Q2: 9,367 shares; 2025Q3: 9,367 shares; 2025Q4: 9,367 shares 9,367 $263K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 1,455 shares; 2025Q1: 1,154 shares; 2025Q2: 1,774 shares; 2025Q3: 2,730 shares; 2025Q4: 3,313 shares 3,313 $262K <0.01% +583 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,921 shares; 2025Q3: 9,921 shares; 2025Q4: 9,921 shares 9,921 $261K <0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,862 shares; 2024Q4: 21,931 shares; 2025Q1: 21,931 shares; 2025Q2: 21,931 shares; 2025Q3: 21,931 shares; 2025Q4: 22,340 shares 22,340 $261K <0.01% +409 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 703 shares; 2025Q1: 233 shares; 2025Q2: 938 shares; 2025Q3: 2,040 shares; 2025Q4: 3,988 shares 3,988 $260K <0.01% +1,948 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 352 shares; 2025Q1: 112 shares; 2025Q2: 821 shares; 2025Q3: 608 shares; 2025Q4: 2,075 shares 2,075 $259K <0.01% +1,467 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,505 shares; 2024Q4: 5,505 shares; 2025Q1: 5,505 shares; 2025Q2: 5,505 shares; 2025Q3: 5,505 shares; 2025Q4: 5,505 shares 5,505 $259K <0.01% 0 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,617 shares; 2024Q4: 8,564 shares; 2025Q1: 8,564 shares; 2025Q2: 8,564 shares; 2025Q3: 8,564 shares; 2025Q4: 8,564 shares 8,564 $258K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 3,259 shares; 2025Q4: 2,914 shares 2,914 $258K <0.01% -345 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 242 shares; 2025Q1: 173 shares; 2025Q2: 275 shares; 2025Q3: 1,567 shares; 2025Q4: 1,640 shares 1,640 $257K <0.01% +73 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 144 shares; 2025Q3: 207 shares; 2025Q4: 727 shares 727 $257K <0.01% +520 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 1,664 shares; 2025Q2: 2,623 shares; 2025Q3: 3,090 shares; 2025Q4: 4,457 shares 4,457 $256K <0.01% +1,367 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,646 shares; 2025Q1: 4,508 shares; 2025Q2: 6,900 shares; 2025Q3: 11,650 shares; 2025Q4: 14,488 shares 14,488 $251K <0.01% +2,838 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 2,664 shares; 2025Q1: 717 shares; 2025Q2: 822 shares; 2025Q3: 2,402 shares; 2025Q4: 3,587 shares 3,587 $251K <0.01% +1,185 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 5,766 shares; 2025Q1: 5,766 shares; 2025Q2: 5,766 shares; 2025Q3: 5,766 shares; 2025Q4: 5,766 shares 5,766 $250K <0.01% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,176 shares; 2025Q1: 2,176 shares; 2025Q2: 2,176 shares; 2025Q3: 2,176 shares; 2025Q4: 2,176 shares 2,176 $249K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 710 shares; 2025Q1: 633 shares; 2025Q2: 880 shares; 2025Q3: 1,000 shares; 2025Q4: 1,368 shares 1,368 $249K <0.01% +368 Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares 19,000 $247K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 637 shares; 2025Q1: 236 shares; 2025Q2: 1,793 shares; 2025Q3: 2,816 shares; 2025Q4: 3,711 shares 3,711 $247K <0.01% +895 Timeline SCSC SCANSOURCE INC More: the full row for SCANSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,300 shares 6,300 $246K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,493 shares; 2024Q4: 12,960 shares; 2025Q1: 12,960 shares; 2025Q2: 12,993 shares; 2025Q3: 12,993 shares; 2025Q4: 12,304 shares 12,304 $246K <0.01% -689 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,421 shares; 2024Q4: 7,807 shares; 2025Q1: 636 shares; 2025Q2: 2,544 shares; 2025Q3: 3,422 shares; 2025Q4: 3,818 shares 3,818 $246K <0.01% +396 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 886 shares; 2025Q1: not reported; 2025Q2: 33,784 shares; 2025Q3: 4,664 shares; 2025Q4: 8,520 shares 8,520 $243K <0.01% +3,856 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 22 shares; 2025Q2: 116 shares; 2025Q3: 203 shares; 2025Q4: 427 shares 427 $243K <0.01% +224 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares 2,712 $242K <0.01% 0 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,023 shares; 2025Q3: 12,023 shares; 2025Q4: 12,023 shares 12,023 $242K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 191 shares; 2025Q1: 51 shares; 2025Q2: 189 shares; 2025Q3: 321 shares; 2025Q4: 541 shares 541 $240K <0.01% +220 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 4,805 shares; 2025Q1: 4,805 shares; 2025Q2: 5,040 shares; 2025Q3: 5,040 shares; 2025Q4: 5,225 shares 5,225 $238K <0.01% +185 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 58 shares; 2025Q2: 100 shares; 2025Q3: 460 shares; 2025Q4: 904 shares 904 $235K <0.01% +444 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 1,933 shares; 2025Q1: 1,933 shares; 2025Q2: 1,928 shares; 2025Q3: 1,948 shares; 2025Q4: 1,928 shares 1,928 $234K <0.01% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,373 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares 2,373 $233K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 653 shares; 2025Q1: 649 shares; 2025Q2: 829 shares; 2025Q3: 907 shares; 2025Q4: 924 shares 924 $232K <0.01% +17 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 1,824 shares; 2025Q1: 610 shares; 2025Q2: 1,761 shares; 2025Q3: 4,586 shares; 2025Q4: 5,078 shares 5,078 $231K <0.01% +492 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 6,816 shares; 2025Q1: 6,816 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares; 2025Q4: 5,816 shares 5,816 $230K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 1,833 shares; 2025Q1: 1,439 shares; 2025Q2: 711 shares; 2025Q3: 897 shares; 2025Q4: 1,727 shares 1,727 $229K <0.01% +830 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 346 shares; 2025Q3: 491 shares; 2025Q4: 2,074 shares 2,074 $229K <0.01% +1,583 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares 3,563 $228K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,970 shares; 2024Q4: 5,363 shares; 2025Q1: 4,963 shares; 2025Q2: 5,364 shares; 2025Q3: 5,738 shares; 2025Q4: 6,549 shares 6,549 $227K <0.01% +811 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 346 shares; 2025Q1: 196 shares; 2025Q2: 491 shares; 2025Q3: 910 shares; 2025Q4: 1,001 shares 1,001 $226K <0.01% +91 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 6,330 shares; 2025Q1: 3,485 shares; 2025Q2: 5,416 shares; 2025Q3: 7,322 shares; 2025Q4: 9,414 shares 9,414 $226K <0.01% +2,092 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 390 shares; 2025Q1: 413 shares; 2025Q2: 553 shares; 2025Q3: 893 shares; 2025Q4: 1,091 shares 1,091 $225K <0.01% +198 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 2,530 shares; 2025Q3: 5,159 shares; 2025Q4: 7,293 shares 7,293 $223K <0.01% +2,134 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 111 shares; 2025Q1: 134 shares; 2025Q2: 1,236 shares; 2025Q3: 1,992 shares; 2025Q4: 6,351 shares 6,351 $222K <0.01% +4,359 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 314 shares; 2025Q1: 320 shares; 2025Q2: 468 shares; 2025Q3: 731 shares; 2025Q4: 922 shares 922 $222K <0.01% +191 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,440 shares; 2025Q1: 250 shares; 2025Q2: 87 shares; 2025Q3: 1,305 shares; 2025Q4: 3,406 shares 3,406 $222K <0.01% +2,101 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 478 shares; 2025Q3: 966 shares; 2025Q4: 2,474 shares 2,474 $219K <0.01% +1,508 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: 958 shares; 2025Q4: 1,942 shares 1,942 $217K <0.01% +984 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,950 shares; 2025Q3: 2,975 shares; 2025Q4: 3,025 shares 3,025 $217K <0.01% +50 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 6 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 231 shares 231 $216K <0.01% +215 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 2,276 shares; 2025Q1: 2,298 shares; 2025Q2: 2,508 shares; 2025Q3: 2,946 shares; 2025Q4: 993 shares 993 $215K <0.01% -1,953 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,386 shares; 2024Q4: 260,145 shares; 2025Q1: 257,335 shares; 2025Q2: 5,056 shares; 2025Q3: 4,171 shares; 2025Q4: 2,088 shares 2,088 $215K <0.01% -2,083 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 224 shares; 2025Q2: 2,894 shares; 2025Q3: 2,894 shares; 2025Q4: 2,894 shares 2,894 $215K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,040 shares; 2024Q4: 8,040 shares; 2025Q1: 8,040 shares; 2025Q2: 8,040 shares; 2025Q3: 8,040 shares; 2025Q4: 8,040 shares 8,040 $212K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 563 shares; 2025Q1: 521 shares; 2025Q2: 586 shares; 2025Q3: 588 shares; 2025Q4: 524 shares 524 $210K <0.01% -64 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 432 shares; 2025Q4: 13,179 shares 13,179 $209K <0.01% +12,747 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 524 shares; 2025Q3: 386 shares; 2025Q4: 1,693 shares 1,693 $208K <0.01% +1,307 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,024 shares; 2025Q4: 1,338 shares 1,338 $208K <0.01% +314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 466 shares; 2025Q1: 440 shares; 2025Q2: 1,959 shares; 2025Q3: 951 shares; 2025Q4: 2,058 shares 2,058 $208K <0.01% +1,107 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,617 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares 1,307 $206K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 6,429 shares; 2025Q3: 10,015 shares; 2025Q4: 5,959 shares 5,959 $205K <0.01% -4,056 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares 1,925 $202K <0.01% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $202K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares; 2025Q3: 877 shares; 2025Q4: 971 shares 971 $201K <0.01% +94 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 27,904 shares; 2025Q1: 31,311 shares; 2025Q2: 3,472 shares; 2025Q3: 1,388 shares; 2025Q4: 1,920 shares 1,920 $201K <0.01% +532 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 480 shares; 2025Q1: 380 shares; 2025Q2: 320 shares; 2025Q3: 545 shares; 2025Q4: 833 shares 833 $200K <0.01% +288 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 837 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares 799 $200K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 222 shares; 2025Q1: 284 shares; 2025Q2: 389 shares; 2025Q3: 1,299 shares; 2025Q4: 3,322 shares 3,322 $199K <0.01% +2,023 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,411 shares 1,411 $199K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 210 shares; 2025Q1: 273 shares; 2025Q2: 260 shares; 2025Q3: 266 shares; 2025Q4: 410 shares 410 $199K <0.01% +144 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 41 shares; 2025Q2: 265 shares; 2025Q3: 284 shares; 2025Q4: 1,230 shares 1,230 $199K <0.01% +946 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 1,515 shares; 2025Q1: 64 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 1,971 shares 1,971 $198K <0.01% +1,800 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 1,065 shares; 2025Q3: 2,493 shares; 2025Q4: 4,419 shares 4,419 $198K <0.01% +1,926 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: 323 shares 323 $198K <0.01% +213 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,679 shares; 2025Q1: 1,635 shares; 2025Q2: 2,397 shares; 2025Q3: 4,106 shares; 2025Q4: 3,249 shares 3,249 $196K <0.01% -857 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 813 shares; 2025Q1: 733 shares; 2025Q2: 963 shares; 2025Q3: 1,019 shares; 2025Q4: 774 shares 774 $195K <0.01% -245 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,206 shares; 2025Q1: 1,182 shares; 2025Q2: 2,466 shares; 2025Q3: 3,193 shares; 2025Q4: 1,866 shares 1,866 $193K <0.01% -1,327 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 7,038 shares; 2025Q3: 7,434 shares; 2025Q4: 7,119 shares 7,119 $193K <0.01% -315 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 443 shares; 2025Q2: 1,511 shares; 2025Q3: 1,463 shares; 2025Q4: 6,492 shares 6,492 $192K <0.01% +5,029 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares 2,100 $192K <0.01% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 2,467 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares 2,467 $192K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 1,770 shares; 2025Q1: 1,753 shares; 2025Q2: 1,772 shares; 2025Q3: 2,154 shares; 2025Q4: 2,587 shares 2,587 $190K <0.01% +433 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,224 shares; 2025Q1: 4,884 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares 2,125 $190K <0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,839 shares 1,839 $188K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,418 shares; 2025Q1: 1,476 shares; 2025Q2: 1,781 shares; 2025Q3: 2,200 shares; 2025Q4: 2,089 shares 2,089 $188K <0.01% -111 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares 2,350 $187K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 204 shares; 2025Q1: 236 shares; 2025Q2: 278 shares; 2025Q3: 525 shares; 2025Q4: 1,101 shares 1,101 $187K <0.01% +576 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,945 shares; 2025Q1: 1,784 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 2,030 shares 2,030 $186K <0.01% +60 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,592 shares 2,592 $185K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 5,911 shares; 2025Q1: 6,714 shares; 2025Q2: 4,346 shares; 2025Q3: 10,986 shares; 2025Q4: 8,896 shares 8,896 $184K <0.01% -2,090 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 1,192 shares; 2025Q1: 215 shares; 2025Q2: 368 shares; 2025Q3: 937 shares; 2025Q4: 1,432 shares 1,432 $183K <0.01% +495 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 1,302 shares; 2025Q1: 1,319 shares; 2025Q2: 789 shares; 2025Q3: 2,906 shares; 2025Q4: 3,122 shares 3,122 $182K <0.01% +216 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 4,180 shares; 2025Q1: 4,180 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares 4,180 $182K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares 150 $182K <0.01% 0 TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: 100 shares; 2025Q4: 869 shares 869 $182K <0.01% +769 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 791 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 1,746 shares 1,746 $182K <0.01% +1,052 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,030 shares 3,030 $178K <0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 222 shares; 2025Q1: 234 shares; 2025Q2: 575 shares; 2025Q3: 1,435 shares; 2025Q4: 1,378 shares 1,378 $178K <0.01% -57 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 782 shares; 2025Q1: 790 shares; 2025Q2: 1,451 shares; 2025Q3: 3,238 shares; 2025Q4: 4,308 shares 4,308 $177K <0.01% +1,070 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 569 shares; 2025Q1: 505 shares; 2025Q2: 442 shares; 2025Q3: 1,244 shares; 2025Q4: 2,288 shares 2,288 $177K <0.01% +1,044 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 114 shares; 2025Q4: 746 shares 746 $177K <0.01% +632 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 46 shares; 2025Q1: 158 shares; 2025Q2: 358 shares; 2025Q3: 689 shares; 2025Q4: 975 shares 975 $177K <0.01% +286 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares 1,109 $177K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 26 shares; 2025Q1: 22 shares; 2025Q2: 345 shares; 2025Q3: 688 shares; 2025Q4: 869 shares 869 $176K <0.01% +181 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 609 shares; 2025Q1: 606 shares; 2025Q2: 817 shares; 2025Q3: 1,436 shares; 2025Q4: 1,346 shares 1,346 $175K <0.01% -90 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 1,875 shares; 2025Q1: 344 shares; 2025Q2: 6,001 shares; 2025Q3: 11,624 shares; 2025Q4: 13,998 shares 13,998 $174K <0.01% +2,374 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 5,557 shares; 2025Q1: 4,980 shares; 2025Q2: 5,495 shares; 2025Q3: 1,680 shares; 2025Q4: 2,094 shares 2,094 $174K <0.01% +414 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 115 shares; 2025Q1: 105 shares; 2025Q2: 320 shares; 2025Q3: 1,234 shares; 2025Q4: 1,265 shares 1,265 $172K <0.01% +31 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 366 shares; 2025Q1: 495 shares; 2025Q2: 585 shares; 2025Q3: 722 shares; 2025Q4: 941 shares 941 $172K <0.01% +219 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 29 shares; 2025Q1: 9 shares; 2025Q2: 41 shares; 2025Q3: 342 shares; 2025Q4: 500 shares 500 $170K <0.01% +158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 14 shares; 2025Q1: 38 shares; 2025Q2: 71 shares; 2025Q3: 405 shares; 2025Q4: 650 shares 650 $170K <0.01% +245 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 3,445 shares 3,445 $169K <0.01% 0 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,113 shares; 2025Q2: 5,153 shares; 2025Q3: 5,250 shares; 2025Q4: 5,247 shares 5,247 $168K <0.01% -3 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,662 shares; 2025Q1: 74 shares; 2025Q2: 328 shares; 2025Q3: 560 shares; 2025Q4: 2,656 shares 2,656 $168K <0.01% +2,096 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $168K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 983 shares; 2025Q3: 1,235 shares; 2025Q4: 2,667 shares 2,667 $168K <0.01% +1,432 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: 916 shares; 2025Q2: 1,084 shares; 2025Q3: 920 shares; 2025Q4: 1,522 shares 1,522 $168K <0.01% +602 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,350 shares; 2024Q4: 9,350 shares; 2025Q1: 9,350 shares; 2025Q2: 10,020 shares; 2025Q3: 10,280 shares; 2025Q4: 9,398 shares 9,398 $167K <0.01% -882 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,189 shares; 2025Q1: 3,189 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,010 shares 4,010 $166K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 4,547 shares; 2025Q1: 4,547 shares; 2025Q2: 3,932 shares; 2025Q3: 5,001 shares; 2025Q4: 5,886 shares 5,886 $165K <0.01% +885 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 1,371 shares; 2025Q1: 1,458 shares; 2025Q2: 1,303 shares; 2025Q3: 1,053 shares; 2025Q4: 1,984 shares 1,984 $163K <0.01% +931 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,518 shares; 2025Q1: 1,526 shares; 2025Q2: 1,518 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares 1,340 $162K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 835 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 558 shares; 2025Q4: 558 shares 558 $161K <0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $160K <0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 1,304 shares; 2025Q1: 1,649 shares; 2025Q2: 2,457 shares; 2025Q3: 5,783 shares; 2025Q4: 7,884 shares 7,884 $160K <0.01% +2,101 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 546 shares; 2025Q1: 486 shares; 2025Q2: 646 shares; 2025Q3: 1,340 shares; 2025Q4: 1,797 shares 1,797 $159K <0.01% +457 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,777 shares; 2025Q1: 3,000 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,567 shares 2,567 $158K <0.01% +256 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 3,260 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares 3,260 $157K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 13,930 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $156K <0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 198 shares; 2025Q2: 149 shares; 2025Q3: 549 shares; 2025Q4: 611 shares 611 $156K <0.01% +62 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,611 shares; 2024Q4: 63,972 shares; 2025Q1: 7,895 shares; 2025Q2: 5,383 shares; 2025Q3: 3,686 shares; 2025Q4: 3,686 shares 3,686 $156K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 8,332 shares; 2025Q1: 7,893 shares; 2025Q2: 5,723 shares; 2025Q3: 10,559 shares; 2025Q4: 6,973 shares 6,973 $155K <0.01% -3,586 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 33 shares; 2025Q4: 368 shares 368 $155K <0.01% +335 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,390 shares; 2025Q1: 3,390 shares; 2025Q2: 3,390 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares 3,390 $155K <0.01% 0 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,861 shares 1,861 $155K <0.01% new Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 4,463 shares; 2025Q4: 5,763 shares 5,763 $154K <0.01% +1,300 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares 2,473 $154K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290 shares; 2025Q1: 495 shares; 2025Q2: 656 shares; 2025Q3: 6,618 shares; 2025Q4: 9,454 shares 9,454 $152K <0.01% +2,836 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 2,958 shares; 2025Q4: 2,968 shares 2,968 $151K <0.01% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,574 shares; 2025Q4: 4,574 shares 4,574 $150K <0.01% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 1,296 shares; 2025Q3: 1,292 shares; 2025Q4: 3,870 shares 3,870 $149K <0.01% +2,578 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 443 shares 443 $149K <0.01% +121 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 2,069 shares 2,069 $148K <0.01% -739 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 305 shares; 2025Q1: 416 shares; 2025Q2: 1,114 shares; 2025Q3: 936 shares; 2025Q4: 2,713 shares 2,713 $147K <0.01% +1,777 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 6,038 shares; 2025Q1: 6,038 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares 6,038 $147K <0.01% 0 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares 45,000 $146K <0.01% 0 Timeline TCRX TSCAN THERAPEUTICS INC More: the full row for TSCAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,051 shares; 2024Q4: 143,051 shares; 2025Q1: 143,051 shares; 2025Q2: 143,051 shares; 2025Q3: 143,051 shares; 2025Q4: 143,051 shares 143,051 $143K <0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 381 shares; 2025Q4: 397 shares 397 $143K <0.01% +16 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 276 shares; 2025Q1: 320 shares; 2025Q2: 537 shares; 2025Q3: 850 shares; 2025Q4: 2,187 shares 2,187 $142K <0.01% +1,337 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 655 shares; 2025Q1: 563 shares; 2025Q2: 804 shares; 2025Q3: 1,308 shares; 2025Q4: 816 shares 816 $142K <0.01% -492 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 386 shares; 2025Q1: 430 shares; 2025Q2: 553 shares; 2025Q3: 739 shares; 2025Q4: 585 shares 585 $142K <0.01% -154 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,937 shares; 2024Q4: 11,937 shares; 2025Q1: 11,937 shares; 2025Q2: 11,937 shares; 2025Q3: 11,937 shares; 2025Q4: 11,937 shares 11,937 $142K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 1,215 shares; 2025Q4: 1,703 shares 1,703 $140K <0.01% +488 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,875 shares; 2025Q2: 2,878 shares; 2025Q3: 2,875 shares; 2025Q4: 2,985 shares 2,985 $137K <0.01% +110 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 71 shares; 2025Q2: 2,024 shares; 2025Q3: 3,198 shares; 2025Q4: 4,220 shares 4,220 $136K <0.01% +1,022 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 545 shares; 2025Q1: 535 shares; 2025Q2: 665 shares; 2025Q3: 719 shares; 2025Q4: 608 shares 608 $136K <0.01% -111 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,492 shares; 2025Q1: 2,469 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 2,592 shares 2,592 $136K <0.01% +123 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133 shares; 2025Q1: 179 shares; 2025Q2: 3,722 shares; 2025Q3: 3,073 shares; 2025Q4: 5,690 shares 5,690 $135K <0.01% +2,617 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 118 shares; 2025Q1: 143 shares; 2025Q2: 335 shares; 2025Q3: 1,137 shares; 2025Q4: 1,299 shares 1,299 $133K <0.01% +162 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 389 shares; 2025Q1: 403 shares; 2025Q2: 296 shares; 2025Q3: 482 shares; 2025Q4: 653 shares 653 $130K <0.01% +171 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 146 shares; 2025Q1: 411 shares; 2025Q2: 443 shares; 2025Q3: 936 shares; 2025Q4: 1,020 shares 1,020 $130K <0.01% +84 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,866 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares 1,251 $130K <0.01% 0 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 2,638 shares; 2025Q1: 2,453 shares; 2025Q2: 2,494 shares; 2025Q3: 2,494 shares; 2025Q4: 2,494 shares 2,494 $129K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 197 shares; 2025Q4: 1,625 shares 1,625 $128K <0.01% +1,428 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 347 shares; 2025Q4: 1,548 shares 1,548 $128K <0.01% +1,201 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,598 shares; 2025Q1: 1,554 shares; 2025Q2: 2,482 shares; 2025Q3: 2,444 shares; 2025Q4: 4,048 shares 4,048 $128K <0.01% +1,604 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 692 shares; 2025Q1: 192 shares; 2025Q2: 262 shares; 2025Q3: 491 shares; 2025Q4: 1,262 shares 1,262 $127K <0.01% +771 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 3,773 shares; 2025Q3: 4,626 shares; 2025Q4: 3,773 shares 3,773 $127K <0.01% -853 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,941 shares; 2024Q4: 16,958 shares; 2025Q1: 16,991 shares; 2025Q2: 16,958 shares; 2025Q3: 18,788 shares; 2025Q4: 5,479 shares 5,479 $126K <0.01% -13,309 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares 1,720 $126K <0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 307 shares; 2025Q2: 397 shares; 2025Q3: 219 shares; 2025Q4: 481 shares 481 $126K <0.01% +262 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,173 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares 2,173 $125K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 871 shares; 2025Q1: 573 shares; 2025Q2: 1,194 shares; 2025Q3: 382 shares; 2025Q4: 1,382 shares 1,382 $125K <0.01% +1,000 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,569 shares 2,569 $125K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,634 shares; 2025Q1: 924 shares; 2025Q2: 1,111 shares; 2025Q3: 658 shares; 2025Q4: 912 shares 912 $124K <0.01% +254 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 59 shares; 2025Q1: 79 shares; 2025Q2: 365 shares; 2025Q3: 576 shares; 2025Q4: 706 shares 706 $123K <0.01% +130 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 395 shares; 2025Q1: 327 shares; 2025Q2: 915 shares; 2025Q3: 2,370 shares; 2025Q4: 2,952 shares 2,952 $122K <0.01% +582 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 378 shares; 2025Q2: 718 shares; 2025Q3: 390 shares; 2025Q4: 3,303 shares 3,303 $121K <0.01% +2,913 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 68 shares; 2025Q2: 566 shares; 2025Q3: 955 shares; 2025Q4: 1,747 shares 1,747 $121K <0.01% +792 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,474 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares 1,171 $120K <0.01% 0 Timeline FNKO FUNKO INC More: the full row for FUNKO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 35,000 shares 35,000 $119K <0.01% +10,000 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 84 shares; 2025Q1: 300 shares; 2025Q2: 51 shares; 2025Q3: 35 shares; 2025Q4: 555 shares 555 $119K <0.01% +520 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $119K <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 309 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 1,022 shares; 2025Q4: 504 shares 504 $118K <0.01% -518 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,492 shares 2,492 $117K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: not reported; 2025Q2: 2,307 shares; 2025Q3: 2,296 shares; 2025Q4: 2,570 shares 2,570 $117K <0.01% +274 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181 shares; 2025Q1: 427 shares; 2025Q2: 1,603 shares; 2025Q3: 3,742 shares; 2025Q4: 6,548 shares 6,548 $116K <0.01% +2,806 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 4,225 shares; 2025Q1: 4,225 shares; 2025Q2: 4,225 shares; 2025Q3: 3,166 shares; 2025Q4: 3,166 shares 3,166 $116K <0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 1,285 shares; 2025Q4: 4,411 shares 4,411 $115K <0.01% +3,126 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares 1,093 $114K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 107 shares; 2025Q2: 570 shares; 2025Q3: 818 shares; 2025Q4: 1,147 shares 1,147 $113K <0.01% +329 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,749 shares; 2025Q3: 4,737 shares; 2025Q4: 4,784 shares 4,784 $112K <0.01% +47 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 48 shares; 2025Q1: 58 shares; 2025Q2: 75 shares; 2025Q3: 151 shares; 2025Q4: 542 shares 542 $111K <0.01% +391 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,335 shares; 2025Q1: 3,620 shares; 2025Q2: 3,770 shares; 2025Q3: 3,333 shares; 2025Q4: 3,857 shares 3,857 $111K <0.01% +524 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 508 shares 508 $110K <0.01% +221 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $109K <0.01% 0 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 1,372 shares; 2025Q1: 2,228 shares; 2025Q2: 2,452 shares; 2025Q3: 2,425 shares; 2025Q4: 2,338 shares 2,338 $109K <0.01% -87 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85 $106K <0.01% 0 FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,147 shares; 2024Q4: 4,147 shares; 2025Q1: 4,401 shares; 2025Q2: 4,653 shares; 2025Q3: 4,653 shares; 2025Q4: 4,401 shares 4,401 $105K <0.01% -252 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 664 shares; 2025Q1: 548 shares; 2025Q2: 510 shares; 2025Q3: 497 shares; 2025Q4: 497 shares 497 $105K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 808 shares; 2025Q3: 415 shares; 2025Q4: 413 shares 413 $104K <0.01% -2 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 67 shares; 2025Q1: 25 shares; 2025Q2: 115 shares; 2025Q3: 62 shares; 2025Q4: 250 shares 250 $104K <0.01% +188 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 833 shares; 2025Q3: 1,062 shares; 2025Q4: 1,411 shares 1,411 $103K <0.01% +349 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,337 shares; 2025Q1: 5,337 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares; 2025Q4: 5,337 shares 5,337 $103K <0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 756 shares; 2025Q3: 1,939 shares; 2025Q4: 948 shares 948 $103K <0.01% -991 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 328 shares; 2025Q2: 698 shares; 2025Q3: 943 shares; 2025Q4: 2,658 shares 2,658 $103K <0.01% +1,715 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,550 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 838 shares; 2025Q4: 838 shares 838 $102K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 705 shares; 2025Q4: 811 shares 811 $102K <0.01% +106 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 56 shares; 2025Q1: 22 shares; 2025Q2: 76 shares; 2025Q3: 103 shares; 2025Q4: 223 shares 223 $101K <0.01% +120 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 2,628 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,365 shares; 2025Q4: 2,360 shares 2,360 $100K <0.01% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 106 shares; 2025Q1: 89 shares; 2025Q2: 145 shares; 2025Q3: 291 shares; 2025Q4: 480 shares 480 $100K <0.01% +189 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 1,102 shares 1,102 $99.9K <0.01% +485 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,057 shares; 2025Q1: 3,057 shares; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares; 2025Q4: 3,057 shares 3,057 $99.8K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 53 shares; 2025Q1: 195 shares; 2025Q2: 85 shares; 2025Q3: 50 shares; 2025Q4: 788 shares 788 $99.8K <0.01% +738 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 818 shares; 2025Q3: 938 shares; 2025Q4: 1,691 shares 1,691 $99.4K <0.01% +753 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares 915 $99.4K <0.01% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 7,762 shares; 2025Q2: 13,351 shares; 2025Q3: 3,220 shares; 2025Q4: 11,895 shares 11,895 $99.2K <0.01% +8,675 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 2,092 shares; 2025Q1: 842 shares; 2025Q2: 1,492 shares; 2025Q3: 1,433 shares; 2025Q4: 1,239 shares 1,239 $99.2K <0.01% -194 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 1,522 shares; 2025Q3: 1,448 shares; 2025Q4: 2,410 shares 2,410 $97.4K <0.01% +962 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares 1,372 $97.4K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 368 shares; 2025Q3: 973 shares; 2025Q4: 509 shares 509 $97.3K <0.01% -464 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 2,271 shares; 2025Q4: 2,004 shares 2,004 $97.1K <0.01% -267 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 2,003 shares 2,003 $96.8K <0.01% +768 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,066 shares; 2025Q2: 1,018 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $96.3K <0.01% 0 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,544 shares; 2025Q3: not reported; 2025Q4: 1,824 shares 1,824 $94.8K <0.01% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,362 shares; 2025Q4: 1,362 shares 1,362 $94.6K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 753 shares 753 $94.6K <0.01% +647 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,257 shares; 2025Q4: 3,652 shares 3,652 $94.3K <0.01% -605 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,394 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 5,654 shares; 2025Q4: 4,373 shares 4,373 $94.1K <0.01% -1,281 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,410 shares; 2025Q1: 1,225 shares; 2025Q2: 1,525 shares; 2025Q3: 970 shares; 2025Q4: 902 shares 902 $93.9K <0.01% -68 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares 1,397 $93.8K <0.01% 0 Timeline TTRX TURN THERAPEUTICS INC More: the full row for TURN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,688 shares 23,688 $93.3K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,159 shares; 2024Q4: 12,966 shares; 2025Q1: 5,842 shares; 2025Q2: 3,685 shares; 2025Q3: 4,547 shares; 2025Q4: 3,567 shares 3,567 $93K <0.01% -980 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 225 shares; 2025Q4: 209 shares 209 $92.7K <0.01% -16 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares 677 $92.5K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 2,065 shares 2,065 $91.6K <0.01% +593 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 342 shares; 2025Q1: 376 shares; 2025Q2: 502 shares; 2025Q3: 1,028 shares; 2025Q4: 585 shares 585 $91.3K <0.01% -443 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 183 shares; 2025Q1: 235 shares; 2025Q2: 806 shares; 2025Q3: 885 shares; 2025Q4: 1,364 shares 1,364 $91.3K <0.01% +479 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $91.2K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,735 shares; 2025Q1: 1,300 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,907 shares 1,907 $91K <0.01% +367 Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,263 shares; 2024Q4: 13,263 shares; 2025Q1: 13,263 shares; 2025Q2: 13,263 shares; 2025Q3: 13,263 shares; 2025Q4: 13,263 shares 13,263 $90.9K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 348 shares; 2025Q3: 732 shares; 2025Q4: 1,549 shares 1,549 $90.8K <0.01% +817 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares 1,935 $90.8K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 184 shares; 2025Q1: 206 shares; 2025Q2: 225 shares; 2025Q3: 22 shares; 2025Q4: 311 shares 311 $90.2K <0.01% +289 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 454 shares; 2025Q4: 1,814 shares 1,814 $89.7K <0.01% +1,360 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 16 shares; 2025Q1: 28 shares; 2025Q2: 87 shares; 2025Q3: 124 shares; 2025Q4: 371 shares 371 $89.4K <0.01% +247 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 1,116 shares; 2025Q1: 921 shares; 2025Q2: 1,173 shares; 2025Q3: 1,591 shares; 2025Q4: 2,322 shares 2,322 $88.1K <0.01% +731 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,836 shares; 2025Q1: 2,600 shares; 2025Q2: 2,794 shares; 2025Q3: 5,039 shares; 2025Q4: 5,404 shares 5,404 $86.9K <0.01% +365 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,487 shares; 2025Q1: not reported; 2025Q2: 2,576 shares; 2025Q3: 2,976 shares; 2025Q4: 2,576 shares 2,576 $85.7K <0.01% -400 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 152 shares; 2025Q1: 508 shares; 2025Q2: 815 shares; 2025Q3: 2,046 shares; 2025Q4: 3,186 shares 3,186 $83.7K <0.01% +1,140 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares 1,520 $83.4K <0.01% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,753 shares; 2025Q4: 1,753 shares 1,753 $83.4K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 1,607 shares; 2025Q3: 1,607 shares; 2025Q4: 1,607 shares 1,607 $83.3K <0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 84 shares; 2025Q3: 163 shares; 2025Q4: 381 shares 381 $83.1K <0.01% +218 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,763 shares; 2025Q3: 869 shares; 2025Q4: 1,119 shares 1,119 $82.7K <0.01% +250 Timeline KMTS KESTRA MED TECHNOLOGIES LTD More: the full row for KESTRA MED TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 2,448 shares; 2025Q3: 3,104 shares; 2025Q4: 3,104 shares 3,104 $82.3K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 526 shares; 2025Q3: 516 shares; 2025Q4: 623 shares 623 $82.2K <0.01% +107 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,179 shares; 2025Q4: 1,139 shares 1,139 $82K <0.01% -40 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 860 shares; 2025Q3: 1,015 shares; 2025Q4: 901 shares 901 $81.7K <0.01% -114 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 515 shares; 2025Q1: 397 shares; 2025Q2: 385 shares; 2025Q3: 170 shares; 2025Q4: 170 shares 170 $81.7K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: 7,569 shares; 2025Q1: 7,569 shares; 2025Q2: 9,208 shares; 2025Q3: 12,785 shares; 2025Q4: 7,987 shares 7,987 $80.7K <0.01% -4,798 Timeline DGXX DIGI PWR X INC More: the full row for DIGI PWR X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,000 shares 31,000 $79K <0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 509 shares; 2025Q1: 440 shares; 2025Q2: 732 shares; 2025Q3: 1,972 shares; 2025Q4: 2,671 shares 2,671 $78.8K <0.01% +699 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 2,516 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares 1,373 $78.6K <0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares 1,645 $78.5K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 329 shares; 2025Q4: 423 shares 423 $78.5K <0.01% +94 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 35 shares; 2025Q2: 369 shares; 2025Q3: 568 shares; 2025Q4: 1,029 shares 1,029 $78.3K <0.01% +461 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 3,975 shares; 2025Q1: 3,962 shares; 2025Q2: 3,786 shares; 2025Q3: 1,894 shares; 2025Q4: 1,608 shares 1,608 $78.1K <0.01% -286 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 5 shares; 2025Q4: 1,287 shares 1,287 $78K <0.01% +1,282 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $77.9K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: 412 shares; 2025Q2: 538 shares; 2025Q3: 863 shares; 2025Q4: 3,477 shares 3,477 $77.6K <0.01% +2,614 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,753 shares; 2025Q1: 1,839 shares; 2025Q2: 2,264 shares; 2025Q3: 2,573 shares; 2025Q4: 1,992 shares 1,992 $77K <0.01% -581 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 418 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 1,156 shares; 2025Q4: 746 shares 746 $76.6K <0.01% -410 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,575 shares; 2025Q1: 7,420 shares; 2025Q2: 7,294 shares; 2025Q3: 10,004 shares; 2025Q4: 3,155 shares 3,155 $76.5K <0.01% -6,849 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares 1,735 $76.2K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $76K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 227 shares; 2025Q4: 2,238 shares 2,238 $75.8K <0.01% +2,011 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 987 shares; 2025Q3: 846 shares; 2025Q4: 846 shares 846 $75.6K <0.01% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,163 shares; 2024Q4: 7,479 shares; 2025Q1: 7,279 shares; 2025Q2: 7,279 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares 6,750 $74.5K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,020 shares 1,020 $74.2K <0.01% -89 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares 667 $73.7K <0.01% 0 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares 488 $73.2K <0.01% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 1,069 shares; 2025Q1: 1,040 shares; 2025Q2: 1,088 shares; 2025Q3: 1,193 shares; 2025Q4: 1,137 shares 1,137 $73K <0.01% -56 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 6,737 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares 1,547 $72.7K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 993 shares; 2025Q3: 1,838 shares; 2025Q4: 2,432 shares 2,432 $72.5K <0.01% +594 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares 2,860 $72.1K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 30 shares; 2025Q1: 27 shares; 2025Q2: 154 shares; 2025Q3: 173 shares; 2025Q4: 180 shares 180 $71.6K <0.01% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 783 shares 783 $71.6K <0.01% +761 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares 703 $70.6K <0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 99 shares; 2025Q1: 377 shares; 2025Q2: 1,130 shares; 2025Q3: 1,814 shares; 2025Q4: 1,048 shares 1,048 $70.5K <0.01% -766 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,277 shares; 2024Q4: 33,277 shares; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 5,970 shares 5,970 $70K <0.01% +5,198 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 395 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 408 shares; 2025Q4: 342 shares 342 $69.6K <0.01% -66 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 595 shares; 2025Q4: 2,680 shares 2,680 $69.5K <0.01% +2,085 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 22 shares; 2025Q1: 55 shares; 2025Q2: 109 shares; 2025Q3: 1,351 shares; 2025Q4: 577 shares 577 $69.4K <0.01% -774 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares 2,780 $69.4K <0.01% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,691 shares 2,691 $69.3K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 108 shares; 2025Q1: 276 shares; 2025Q2: 1,237 shares; 2025Q3: 1,538 shares; 2025Q4: 1,893 shares 1,893 $69.1K <0.01% +355 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 553 shares; 2025Q1: 666 shares; 2025Q2: 348 shares; 2025Q3: 453 shares; 2025Q4: 785 shares 785 $68.5K <0.01% +332 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 537 shares; 2025Q3: 627 shares; 2025Q4: 870 shares 870 $67.3K <0.01% +243 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 447 shares; 2025Q3: 439 shares; 2025Q4: 507 shares 507 $67.1K <0.01% +68 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,128 shares; 2024Q4: 34,391 shares; 2025Q1: 24,064 shares; 2025Q2: 5,837 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares 2,205 $67K <0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $67K <0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 883 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,289 shares; 2025Q4: 1,146 shares 1,146 $66.9K <0.01% -143 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 28 shares; 2025Q2: 215 shares; 2025Q3: 232 shares; 2025Q4: 477 shares 477 $66.7K <0.01% +245 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 615 shares; 2025Q1: 208 shares; 2025Q2: 627 shares; 2025Q3: 2,722 shares; 2025Q4: 3,842 shares 3,842 $66.5K <0.01% +1,120 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,110 shares; 2024Q4: 2,071 shares; 2025Q1: 2,421 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares 971 $66.4K <0.01% 0 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 444 shares; 2025Q4: 400 shares 400 $65.8K <0.01% -44 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 1,176 shares; 2025Q1: 616 shares; 2025Q2: 859 shares; 2025Q3: 2,231 shares; 2025Q4: 2,675 shares 2,675 $65.4K <0.01% +444 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,324 shares; 2024Q4: 15,770 shares; 2025Q1: 15,380 shares; 2025Q2: 11,460 shares; 2025Q3: 7,135 shares; 2025Q4: 3,418 shares 3,418 $65.3K <0.01% -3,717 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 691 shares; 2025Q1: 588 shares; 2025Q2: 784 shares; 2025Q3: 1,162 shares; 2025Q4: 685 shares 685 $65.3K <0.01% -477 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,751 shares 1,751 $65.2K <0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 270 shares 270 $65.1K <0.01% +30 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 790 shares 790 $64.8K <0.01% new Timeline