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: not reported; 2025Q2: 7,330 shares; 2025Q3: 7,373 shares; 2025Q4: 6,653 shares 6,653 $321K 0.01% -720 Timeline IXUS 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: 4,045 shares; 2024Q4: 4,045 shares; 2025Q1: 3,785 shares; 2025Q2: 3,785 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares 3,785 $320K 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: 690 shares; 2024Q4: 704 shares; 2025Q1: 1,100 shares; 2025Q2: 1,205 shares; 2025Q3: 1,396 shares; 2025Q4: 1,406 shares 1,406 $317K 0.01% +10 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: 718 shares; 2024Q4: 1,728 shares; 2025Q1: 1,831 shares; 2025Q2: 1,857 shares; 2025Q3: 1,857 shares; 2025Q4: 1,863 shares 1,863 $312K 0.01% +6 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,361 shares; 2025Q1: 4,361 shares; 2025Q2: 4,189 shares; 2025Q3: 4,143 shares; 2025Q4: 4,009 shares 4,009 $307K 0.01% -134 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,270 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,183 shares; 2025Q4: 1,783 shares 1,783 $304K 0.01% -400 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,341 shares; 2024Q4: 5,812 shares; 2025Q1: 3,364 shares; 2025Q2: 3,862 shares; 2025Q3: 3,928 shares; 2025Q4: 4,097 shares 4,097 $302K 0.01% +169 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: 7,342 shares; 2024Q4: 7,756 shares; 2025Q1: 7,506 shares; 2025Q2: 7,166 shares; 2025Q3: 6,062 shares; 2025Q4: 6,095 shares 6,095 $299K 0.01% +33 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 2,654 shares; 2025Q1: 2,339 shares; 2025Q2: 1,781 shares; 2025Q3: 1,730 shares; 2025Q4: 3,054 shares 3,054 $299K 0.01% +1,324 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: 7,427 shares; 2024Q4: 7,306 shares; 2025Q1: 6,757 shares; 2025Q2: 5,357 shares; 2025Q3: 3,719 shares; 2025Q4: 3,658 shares 3,658 $295K 0.01% -61 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: 7,165 shares; 2024Q4: 6,749 shares; 2025Q1: 6,250 shares; 2025Q2: 5,875 shares; 2025Q3: 5,676 shares; 2025Q4: 5,100 shares 5,100 $293K 0.01% -576 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 1,639 shares; 2025Q1: 1,601 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,483 shares 1,483 $288K 0.01% -38 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: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,787 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares 1,792 $288K 0.01% 0 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: not reported; 2024Q4: 1,092 shares; 2025Q1: 4,371 shares; 2025Q2: 3,941 shares; 2025Q3: 3,903 shares; 2025Q4: 3,144 shares 3,144 $287K 0.01% -759 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,365 shares; 2024Q4: 17,365 shares; 2025Q1: 17,365 shares; 2025Q2: 17,245 shares; 2025Q3: 16,845 shares; 2025Q4: 16,845 shares 16,845 $287K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,469 shares; 2024Q4: 7,729 shares; 2025Q1: 8,743 shares; 2025Q2: 9,299 shares; 2025Q3: 8,703 shares; 2025Q4: 9,882 shares 9,882 $285K 0.01% +1,179 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,100 shares; 2025Q4: 1,102 shares 1,102 $283K 0.01% +2 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,793 shares; 2024Q4: 27,793 shares; 2025Q1: 23,559 shares; 2025Q2: 17,587 shares; 2025Q3: 17,059 shares; 2025Q4: 17,059 shares 17,059 $281K 0.01% 0 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: 3,057 shares; 2024Q4: 3,157 shares; 2025Q1: 2,941 shares; 2025Q2: 2,812 shares; 2025Q3: 2,803 shares; 2025Q4: 2,491 shares 2,491 $281K 0.01% -312 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 1,044 shares; 2025Q4: 1,148 shares 1,148 $279K 0.01% +104 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 632 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 584 shares; 2025Q4: 585 shares 585 $275K 0.01% +1 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 5,008 shares 5,008 $271K 0.01% new 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: 4,269 shares; 2024Q4: 4,205 shares; 2025Q1: 4,190 shares; 2025Q2: 4,080 shares; 2025Q3: 4,084 shares; 2025Q4: 4,080 shares 4,080 $271K 0.01% -4 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: 1,016 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares 1,120 $270K 0.01% 0 Timeline SHV 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: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,434 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares 2,434 $268K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,204 shares; 2025Q1: 4,204 shares; 2025Q2: 4,204 shares; 2025Q3: 4,120 shares; 2025Q4: 3,906 shares 3,906 $266K 0.01% -214 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: 10,737 shares; 2024Q4: 10,939 shares; 2025Q1: 10,846 shares; 2025Q2: 9,510 shares; 2025Q3: 9,737 shares; 2025Q4: 9,759 shares 9,759 $264K 0.01% +22 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 8,218 shares; 2025Q1: 8,218 shares; 2025Q2: 3,139 shares; 2025Q3: 3,032 shares; 2025Q4: 3,032 shares 3,032 $264K 0.01% 0 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: 6,300 shares; 2024Q4: 6,273 shares; 2025Q1: 6,254 shares; 2025Q2: 6,154 shares; 2025Q3: 5,484 shares; 2025Q4: 5,436 shares 5,436 $263K 0.01% -48 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares 3,179 $263K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,480 shares; 2025Q1: 3,603 shares; 2025Q2: 4,267 shares; 2025Q3: 1,674 shares; 2025Q4: 1,223 shares 1,223 $263K 0.01% -451 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,108 shares; 2025Q1: 3,108 shares; 2025Q2: 2,813 shares; 2025Q3: 2,789 shares; 2025Q4: 2,703 shares 2,703 $263K 0.01% -86 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: 2,267 shares; 2024Q4: 2,684 shares; 2025Q1: 2,419 shares; 2025Q2: 2,300 shares; 2025Q3: 2,205 shares; 2025Q4: 1,505 shares 1,505 $261K 0.01% -700 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 2,667 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,467 shares; 2025Q4: 2,474 shares 2,474 $261K 0.01% +7 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,528 shares; 2024Q4: 9,326 shares; 2025Q1: 8,071 shares; 2025Q2: 6,526 shares; 2025Q3: 7,460 shares; 2025Q4: 7,090 shares 7,090 $257K 0.01% -370 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 832 shares; 2025Q1: 1,362 shares; 2025Q2: 1,530 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares 2,030 $257K 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: 1,237 shares; 2024Q4: 1,232 shares; 2025Q1: 1,022 shares; 2025Q2: 1,018 shares; 2025Q3: 994 shares; 2025Q4: 425 shares 425 $257K 0.01% -569 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: 3,207 shares; 2024Q4: 3,188 shares; 2025Q1: 2,919 shares; 2025Q2: 2,754 shares; 2025Q3: 2,720 shares; 2025Q4: 2,229 shares 2,229 $250K <0.01% -491 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: 9,085 shares; 2024Q4: 7,730 shares; 2025Q1: 6,051 shares; 2025Q2: 6,051 shares; 2025Q3: 6,019 shares; 2025Q4: 6,019 shares 6,019 $249K <0.01% 0 Timeline QUAL 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: 746 shares; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 817 shares; 2025Q4: 1,250 shares 1,250 $248K <0.01% +433 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: 3,519 shares; 2024Q4: 3,918 shares; 2025Q1: 3,918 shares; 2025Q2: 3,918 shares; 2025Q3: 3,669 shares; 2025Q4: 3,671 shares 3,671 $247K <0.01% +2 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: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,228 shares; 2025Q3: 1,291 shares; 2025Q4: 1,237 shares 1,237 $247K <0.01% -54 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 1,473 shares; 2025Q1: 1,135 shares; 2025Q2: 953 shares; 2025Q3: 810 shares; 2025Q4: 790 shares 790 $247K <0.01% -20 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: 1,336 shares; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,339 shares 1,339 $246K <0.01% +3 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: 2,403 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,393 shares; 2025Q3: 2,397 shares; 2025Q4: 2,703 shares 2,703 $245K <0.01% +306 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: 891 shares; 2024Q4: 891 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 551 shares; 2025Q4: 551 shares 551 $245K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 654 shares; 2025Q1: 642 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 623 shares 623 $242K <0.01% -5 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 4,739 shares; 2025Q1: 4,159 shares; 2025Q2: 4,659 shares; 2025Q3: 3,414 shares; 2025Q4: 3,037 shares 3,037 $241K <0.01% -377 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,379 shares; 2024Q4: 6,478 shares; 2025Q1: 6,360 shares; 2025Q2: 6,620 shares; 2025Q3: 6,349 shares; 2025Q4: 5,150 shares 5,150 $241K <0.01% -1,199 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: 6,640 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 14,400 shares 14,400 $241K <0.01% +8,600 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: 10,285 shares; 2024Q4: 6,770 shares; 2025Q1: 4,335 shares; 2025Q2: 4,335 shares; 2025Q3: 4,346 shares; 2025Q4: 4,346 shares 4,346 $239K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,016 shares 1,016 $238K <0.01% -119 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: 1,365 shares; 2024Q4: 1,341 shares; 2025Q1: 1,099 shares; 2025Q2: 1,049 shares; 2025Q3: 1,035 shares; 2025Q4: 1,151 shares 1,151 $237K <0.01% +116 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 110 shares; 2025Q4: 689 shares 689 $234K <0.01% +579 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: 4,270 shares; 2025Q4: 4,270 shares 4,270 $230K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 193 shares; 2025Q1: 187 shares; 2025Q2: 155 shares; 2025Q3: 143 shares; 2025Q4: 136 shares 136 $230K <0.01% -7 Timeline IYJ 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: 1,640 shares; 2024Q4: 1,641 shares; 2025Q1: 1,641 shares; 2025Q2: 1,642 shares; 2025Q3: 1,543 shares; 2025Q4: 1,543 shares 1,543 $229K <0.01% 0 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: 9,723 shares; 2024Q4: 11,404 shares; 2025Q1: 10,531 shares; 2025Q2: 10,481 shares; 2025Q3: 10,413 shares; 2025Q4: 9,486 shares 9,486 $228K <0.01% -927 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 813 shares; 2025Q1: 792 shares; 2025Q2: 747 shares; 2025Q3: 715 shares; 2025Q4: 759 shares 759 $225K <0.01% +44 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 5,045 shares; 2025Q3: 4,607 shares; 2025Q4: 4,407 shares 4,407 $224K <0.01% -200 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: 8,137 shares; 2024Q4: 2,114 shares; 2025Q1: 2,183 shares; 2025Q2: 2,210 shares; 2025Q3: 2,230 shares; 2025Q4: 2,180 shares 2,180 $224K <0.01% -50 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: 1,203 shares; 2025Q4: 1,205 shares 1,205 $223K <0.01% +2 Timeline JPIE 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: 1,248 shares; 2024Q4: 2,333 shares; 2025Q1: 5,274 shares; 2025Q2: 5,259 shares; 2025Q3: 4,310 shares; 2025Q4: 4,810 shares 4,810 $223K <0.01% +500 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 2,403 shares; 2025Q4: 2,498 shares 2,498 $220K <0.01% +95 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 226 shares; 2025Q4: 971 shares 971 $220K <0.01% +745 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: 1,500 shares; 2024Q4: 1,430 shares; 2025Q1: 5,254 shares; 2025Q2: 4,010 shares; 2025Q3: 3,413 shares; 2025Q4: 3,204 shares 3,204 $219K <0.01% -209 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 550 shares; 2025Q1: 561 shares; 2025Q2: 894 shares; 2025Q3: 1,435 shares; 2025Q4: 1,581 shares 1,581 $218K <0.01% +146 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: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 2,964 shares; 2025Q2: 2,814 shares; 2025Q3: 2,734 shares; 2025Q4: 2,414 shares 2,414 $217K <0.01% -320 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: 5,281 shares; 2024Q4: 4,861 shares; 2025Q1: 4,861 shares; 2025Q2: 4,754 shares; 2025Q3: 4,614 shares; 2025Q4: 4,545 shares 4,545 $217K <0.01% -69 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,741 shares; 2025Q4: 2,686 shares 2,686 $216K <0.01% -55 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: 2,553 shares; 2024Q4: 2,545 shares; 2025Q1: 2,646 shares; 2025Q2: 2,646 shares; 2025Q3: 2,531 shares; 2025Q4: 2,536 shares 2,536 $216K <0.01% +5 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,092 shares 1,092 $213K <0.01% -64 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: 28,106 shares; 2024Q4: 26,256 shares; 2025Q1: 29,552 shares; 2025Q2: 32,372 shares; 2025Q3: 22,392 shares; 2025Q4: 8,779 shares 8,779 $213K <0.01% -13,613 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: 16,084 shares; 2024Q4: 6,456 shares; 2025Q1: 5,394 shares; 2025Q2: 5,385 shares; 2025Q3: 5,345 shares; 2025Q4: 5,075 shares 5,075 $213K <0.01% -270 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,157 shares; 2025Q4: 3,157 shares 3,157 $212K <0.01% 0 Timeline IWN 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: 1,064 shares; 2024Q4: 1,069 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares 1,167 $211K <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: 2,790 shares; 2024Q4: 2,785 shares; 2025Q1: 2,616 shares; 2025Q2: 2,616 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares 3,516 $211K <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: 915 shares; 2024Q4: 982 shares; 2025Q1: 915 shares; 2025Q2: 917 shares; 2025Q3: 837 shares; 2025Q4: 841 shares 841 $211K <0.01% +4 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 3,714 shares; 2025Q1: 2,857 shares; 2025Q2: 2,858 shares; 2025Q3: 2,897 shares; 2025Q4: 2,624 shares 2,624 $211K <0.01% -273 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: 1,749 shares; 2024Q4: 1,749 shares; 2025Q1: 1,749 shares; 2025Q2: 1,674 shares; 2025Q3: 3,844 shares; 2025Q4: 3,844 shares 3,844 $210K <0.01% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,931 shares 5,931 $207K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,624 shares; 2025Q1: 2,555 shares; 2025Q2: 1,355 shares; 2025Q3: 1,609 shares; 2025Q4: 1,509 shares 1,509 $206K <0.01% -100 Timeline IXN 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: 1,946 shares; 2024Q4: 1,948 shares; 2025Q1: 1,948 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,918 shares 1,918 $201K <0.01% +8 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,415 shares; 2024Q4: 5,348 shares; 2025Q1: 5,048 shares; 2025Q2: 4,550 shares; 2025Q3: 3,558 shares; 2025Q4: 3,321 shares 3,321 $200K <0.01% -237 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,621 shares; 2024Q4: 29,021 shares; 2025Q1: 26,049 shares; 2025Q2: 25,183 shares; 2025Q3: 22,028 shares; 2025Q4: 22,028 shares 22,028 $200K <0.01% 0 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: 7,251 shares; 2024Q4: 6,634 shares; 2025Q1: 6,698 shares; 2025Q2: 6,968 shares; 2025Q3: 6,880 shares; 2025Q4: 11,500 shares 11,500 $199K <0.01% +4,620 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,549 shares; 2024Q4: 7,271 shares; 2025Q1: 8,802 shares; 2025Q2: 7,999 shares; 2025Q3: 7,960 shares; 2025Q4: 5,375 shares 5,375 $199K <0.01% -2,585 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 3,105 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,890 shares; 2025Q4: 2,340 shares 2,340 $198K <0.01% -550 Timeline DHT DHT HOLDINGS INC More: the full row for DHT 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: 16,173 shares; 2025Q2: 16,173 shares; 2025Q3: 16,173 shares; 2025Q4: 16,173 shares 16,173 $197K <0.01% 0 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,622 shares; 2025Q1: 5,155 shares; 2025Q2: 5,121 shares; 2025Q3: 4,368 shares; 2025Q4: 4,368 shares 4,368 $197K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 4,395 shares 4,395 $197K <0.01% new 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: 36 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 187 shares; 2025Q4: 1,139 shares 1,139 $197K <0.01% +952 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: 753 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 1,508 shares; 2025Q3: 3,076 shares; 2025Q4: 2,626 shares 2,626 $197K <0.01% -450 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 872 shares 872 $195K <0.01% +1 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 1,772 shares; 2025Q1: 1,560 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,346 shares 1,346 $193K <0.01% -14 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: 2,794 shares; 2024Q4: 2,373 shares; 2025Q1: 2,156 shares; 2025Q2: 1,701 shares; 2025Q3: 1,620 shares; 2025Q4: 1,090 shares 1,090 $190K <0.01% -530 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 3,287 shares; 2025Q1: 3,965 shares; 2025Q2: 3,705 shares; 2025Q3: 3,618 shares; 2025Q4: 3,744 shares 3,744 $189K <0.01% +126 Timeline SLYV 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: 3,840 shares; 2024Q4: 4,259 shares; 2025Q1: 4,200 shares; 2025Q2: 2,418 shares; 2025Q3: 2,398 shares; 2025Q4: 2,073 shares 2,073 $189K <0.01% -325 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,068 shares; 2025Q1: 1,048 shares; 2025Q2: 1,146 shares; 2025Q3: 1,394 shares; 2025Q4: 1,382 shares 1,382 $187K <0.01% -12 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares 133 $186K <0.01% 0 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: 578 shares; 2024Q4: 399 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 552 shares; 2025Q4: 540 shares 540 $184K <0.01% -12 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 4,497 shares; 2025Q1: 4,321 shares; 2025Q2: 4,311 shares; 2025Q3: 2,447 shares; 2025Q4: 2,211 shares 2,211 $182K <0.01% -236 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 218 shares; 2025Q3: 291 shares; 2025Q4: 292 shares 292 $182K <0.01% +1 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 1,272 shares; 2025Q1: 2,152 shares; 2025Q2: 1,852 shares; 2025Q3: 2,025 shares; 2025Q4: 1,805 shares 1,805 $181K <0.01% -220 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: 3,664 shares; 2024Q4: 2,822 shares; 2025Q1: 2,373 shares; 2025Q2: 2,120 shares; 2025Q3: 1,810 shares; 2025Q4: 1,327 shares 1,327 $181K <0.01% -483 Timeline IDU 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: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,664 shares; 2025Q4: 1,664 shares 1,664 $180K <0.01% 0 Timeline HWBK HAWTHORN BANCSHARES INC More: the full row for HAWTHORN BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 7,368 shares; 2025Q1: 7,368 shares; 2025Q2: 5,718 shares; 2025Q3: 5,168 shares; 2025Q4: 5,168 shares 5,168 $180K <0.01% 0 Timeline DFSD 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: 650 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750 $180K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,444 shares; 2025Q1: 1,545 shares; 2025Q2: 2,045 shares; 2025Q3: 2,127 shares; 2025Q4: 3,128 shares 3,128 $176K <0.01% +1,001 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: 2,434 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 5,331 shares; 2025Q4: 6,454 shares 6,454 $175K <0.01% +1,123 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,445 shares 25,445 $174K <0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 2,219 shares; 2025Q1: 1,514 shares; 2025Q2: 1,514 shares; 2025Q3: 1,246 shares; 2025Q4: 1,179 shares 1,179 $170K <0.01% -67 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: 885 shares; 2024Q4: 2,458 shares; 2025Q1: 4,179 shares; 2025Q2: 4,146 shares; 2025Q3: 3,412 shares; 2025Q4: 3,412 shares 3,412 $169K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 1,489 shares; 2025Q3: 1,489 shares; 2025Q4: 1,379 shares 1,379 $168K <0.01% -110 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: 1,600 shares; 2024Q4: 1,613 shares; 2025Q1: 1,313 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,324 shares 1,324 $168K <0.01% -8 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: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 1,636 shares 1,636 $167K <0.01% +1,356 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: 1,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,076 shares; 2025Q3: 2,052 shares; 2025Q4: 2,002 shares 2,002 $166K <0.01% -50 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: 4,205 shares; 2024Q4: 4,205 shares; 2025Q1: 4,455 shares; 2025Q2: 4,205 shares; 2025Q3: 4,205 shares; 2025Q4: 4,205 shares 4,205 $166K <0.01% 0 Timeline UTWO 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: 9,825 shares; 2025Q2: 9,825 shares; 2025Q3: 7,925 shares; 2025Q4: 3,400 shares 3,400 $165K <0.01% -4,525 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,621 shares; 2025Q1: 1,621 shares; 2025Q2: 1,496 shares; 2025Q3: 1,399 shares; 2025Q4: 1,374 shares 1,374 $164K <0.01% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,008 shares 5,008 $164K <0.01% new 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: 1,581 shares; 2024Q4: 1,394 shares; 2025Q1: 1,355 shares; 2025Q2: 922 shares; 2025Q3: 921 shares; 2025Q4: 763 shares 763 $163K <0.01% -158 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: 844 shares; 2024Q4: 751 shares; 2025Q1: 736 shares; 2025Q2: 723 shares; 2025Q3: 724 shares; 2025Q4: 726 shares 726 $162K <0.01% +2 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,269 shares; 2025Q1: 1,269 shares; 2025Q2: 112 shares; 2025Q3: not reported; 2025Q4: 6,947 shares 6,947 $162K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,724 shares; 2025Q1: 1,714 shares; 2025Q2: 1,698 shares; 2025Q3: 1,602 shares; 2025Q4: 1,608 shares 1,608 $160K <0.01% +6 Timeline ESML 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 3,486 shares 3,486 $160K <0.01% +3,306 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 4,863 shares; 2025Q1: 3,629 shares; 2025Q2: 2,636 shares; 2025Q3: 1,504 shares; 2025Q4: 1,250 shares 1,250 $157K <0.01% -254 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 468 shares; 2025Q4: 495 shares 495 $155K <0.01% +27 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: 1,579 shares; 2024Q4: 1,730 shares; 2025Q1: 1,730 shares; 2025Q2: 1,680 shares; 2025Q3: 1,745 shares; 2025Q4: 1,737 shares 1,737 $153K <0.01% -8 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 3,056 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares 3,056 $153K <0.01% 0 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: 450 shares; 2024Q4: 948 shares; 2025Q1: 940 shares; 2025Q2: 1,040 shares; 2025Q3: 1,003 shares; 2025Q4: 553 shares 553 $152K <0.01% -450 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares 219 $151K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,747 shares; 2025Q1: 3,680 shares; 2025Q2: 3,646 shares; 2025Q3: 3,130 shares; 2025Q4: 2,545 shares 2,545 $149K <0.01% -585 Timeline IBDY 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: 1,377 shares; 2024Q4: 1,388 shares; 2025Q1: 1,234 shares; 2025Q2: 1,218 shares; 2025Q3: 2,760 shares; 2025Q4: 5,674 shares 5,674 $148K <0.01% +2,914 Timeline FLV 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: 3,990 shares; 2024Q4: 3,174 shares; 2025Q1: 2,451 shares; 2025Q2: 2,267 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares 1,957 $148K <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: 425 shares; 2024Q4: 425 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares 390 $148K <0.01% 0 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP 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: 2,000 shares; 2025Q4: 2,000 shares 2,000 $146K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 651 shares; 2025Q1: 637 shares; 2025Q2: 409 shares; 2025Q3: 481 shares; 2025Q4: 422 shares 422 $145K <0.01% -59 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 431 shares; 2025Q4: 460 shares 460 $145K <0.01% +29 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,577 shares; 2025Q1: 1,512 shares; 2025Q2: 1,381 shares; 2025Q3: 1,332 shares; 2025Q4: 775 shares 775 $144K <0.01% -557 Timeline SCHB 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: 910 shares; 2024Q4: 2,730 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 5,444 shares 5,444 $143K <0.01% +454 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: 987 shares; 2024Q4: 1,672 shares; 2025Q1: 1,672 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 1,008 shares 1,008 $142K <0.01% +21 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,284 shares; 2025Q1: 2,621 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares; 2025Q4: 2,812 shares 2,812 $141K <0.01% +528 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: 8,146 shares; 2024Q4: 7,491 shares; 2025Q1: 5,854 shares; 2025Q2: 5,807 shares; 2025Q3: 3,909 shares; 2025Q4: 3,368 shares 3,368 $139K <0.01% -541 Timeline IGSB 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: 1,239 shares; 2024Q4: 2,626 shares; 2025Q1: 5,611 shares; 2025Q2: 5,611 shares; 2025Q3: 5,486 shares; 2025Q4: 2,619 shares 2,619 $138K <0.01% -2,867 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares 1,715 $137K <0.01% 0 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: 518 shares; 2024Q4: 518 shares; 2025Q1: 572 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 538 shares 538 $135K <0.01% +20 Timeline AVIV 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: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares 1,890 $135K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,369 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 808 shares 808 $134K <0.01% -561 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares 1,790 $133K <0.01% 0 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: 2,438 shares; 2024Q4: 4,448 shares; 2025Q1: 4,032 shares; 2025Q2: 3,752 shares; 2025Q3: 3,687 shares; 2025Q4: 3,212 shares 3,212 $132K <0.01% -475 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: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares 1,227 $131K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 1,151 shares; 2025Q4: 1,882 shares 1,882 $131K <0.01% +731 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $130K <0.01% 0 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: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 287 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares 1,342 $130K <0.01% 0 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: 803 shares; 2024Q4: 898 shares; 2025Q1: 3,447 shares; 2025Q2: 3,539 shares; 2025Q3: 2,443 shares; 2025Q4: 1,996 shares 1,996 $130K <0.01% -447 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,321 shares; 2025Q1: 1,306 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares 1,104 $129K <0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,583 shares; 2025Q4: 1,698 shares 1,698 $129K <0.01% +115 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: 2,822 shares; 2024Q4: 2,820 shares; 2025Q1: 2,820 shares; 2025Q2: 2,790 shares; 2025Q3: 2,799 shares; 2025Q4: 2,819 shares 2,819 $128K <0.01% +20 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 3,770 shares 3,770 $128K <0.01% +3,768 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 358 shares; 2025Q4: 358 shares 358 $128K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 318 shares; 2025Q1: 295 shares; 2025Q2: 595 shares; 2025Q3: 607 shares; 2025Q4: 558 shares 558 $127K <0.01% -49 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 1,697 shares; 2025Q1: 1,695 shares; 2025Q2: 1,465 shares; 2025Q3: 762 shares; 2025Q4: 743 shares 743 $126K <0.01% -19 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: 1,790 shares; 2025Q3: 1,864 shares; 2025Q4: 2,864 shares 2,864 $125K <0.01% +1,000 Timeline IJJ 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 804 shares; 2025Q4: 934 shares 934 $123K <0.01% +130 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: 2,353 shares; 2024Q4: 1,820 shares; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $122K <0.01% 0 Timeline SPYM 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: not reported; 2025Q3: 1,180 shares; 2025Q4: 1,517 shares 1,517 $122K <0.01% +337 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 368 shares; 2025Q4: 397 shares 397 $122K <0.01% +29 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE 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: 34,995 shares 34,995 $121K <0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 301 shares; 2025Q2: 215 shares; 2025Q3: 208 shares; 2025Q4: 209 shares 209 $121K <0.01% +1 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 281 shares; 2025Q3: 791 shares; 2025Q4: 1,711 shares 1,711 $121K <0.01% +920 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 5,475 shares; 2025Q1: 5,445 shares; 2025Q2: 4,848 shares; 2025Q3: 4,526 shares; 2025Q4: 2,446 shares 2,446 $120K <0.01% -2,080 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: 2,113 shares; 2024Q4: 1,923 shares; 2025Q1: 1,853 shares; 2025Q2: 2,125 shares; 2025Q3: 2,071 shares; 2025Q4: 1,350 shares 1,350 $120K <0.01% -721 Timeline MGV 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: 310 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: not reported; 2025Q4: 848 shares 848 $120K <0.01% new Timeline MOO 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares 1,625 $118K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,165 shares 2,165 $118K <0.01% -65 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 3,189 shares; 2025Q1: 3,159 shares; 2025Q2: 3,457 shares; 2025Q3: 3,457 shares; 2025Q4: 2,999 shares 2,999 $117K <0.01% -458 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares 1,001 $114K <0.01% 0 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: 2,468 shares; 2024Q4: 2,467 shares; 2025Q1: 2,467 shares; 2025Q2: 2,467 shares; 2025Q3: 2,485 shares; 2025Q4: 2,509 shares 2,509 $112K <0.01% +24 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,405 shares; 2025Q1: 2,295 shares; 2025Q2: 2,279 shares; 2025Q3: 2,075 shares; 2025Q4: 1,291 shares 1,291 $109K <0.01% -784 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $108K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 57 shares; 2025Q1: 63 shares; 2025Q2: 102 shares; 2025Q3: 81 shares; 2025Q4: 81 shares 81 $108K <0.01% 0 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: 1,636 shares 1,636 $107K <0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares 1,680 $107K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $106K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 816 shares 816 $105K <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 1,923 shares; 2025Q1: 1,733 shares; 2025Q2: 1,693 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares 1,610 $104K <0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $104K <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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $104K <0.01% 0 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: 1,648 shares; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,652 shares; 2025Q4: 1,252 shares 1,252 $104K <0.01% -400 Timeline TPYP 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: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares 2,931 $103K <0.01% 0 Timeline FLTR 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: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares 4,025 $103K <0.01% 0 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,213 shares 2,213 $101K <0.01% -62 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: 306 shares; 2024Q4: 302 shares; 2025Q1: 287 shares; 2025Q2: 262 shares; 2025Q3: 222 shares; 2025Q4: 222 shares 222 $101K <0.01% 0 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: 1,223 shares; 2024Q4: 778 shares; 2025Q1: 774 shares; 2025Q2: 622 shares; 2025Q3: 395 shares; 2025Q4: 394 shares 394 $99.9K <0.01% -1 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: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares 1,864 $99.7K <0.01% 0 Timeline SCHO 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: 940 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 7,342 shares; 2025Q3: 7,245 shares; 2025Q4: 4,045 shares 4,045 $98.6K <0.01% -3,200 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: 1,064 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares 1,064 $98.2K <0.01% 0 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares 1,635 $97.3K <0.01% 0 Timeline PIO 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: 2,585 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $97.1K <0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 465 shares; 2025Q3: 282 shares; 2025Q4: 283 shares 283 $96K <0.01% +1 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 437 shares; 2025Q1: 459 shares; 2025Q2: 457 shares; 2025Q3: 603 shares; 2025Q4: 440 shares 440 $95.5K <0.01% -163 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: 411 shares; 2025Q2: 256 shares; 2025Q3: 1,412 shares; 2025Q4: 1,347 shares 1,347 $94.5K <0.01% -65 Timeline DGRE 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: 4,888 shares; 2024Q4: 4,559 shares; 2025Q1: 4,518 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $93.9K <0.01% 0 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: 1,051 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,046 shares 1,046 $93.4K <0.01% +6 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: 535 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 569 shares; 2025Q4: 598 shares 598 $92.5K <0.01% +29 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,715 shares; 2025Q2: 2,735 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares 1,715 $92.4K <0.01% 0 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: 10,291 shares; 2024Q4: 9,739 shares; 2025Q1: 9,596 shares; 2025Q2: 14,212 shares; 2025Q3: 13,016 shares; 2025Q4: 7,374 shares 7,374 $91.8K <0.01% -5,642 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 1,024 shares; 2025Q4: 1,026 shares 1,026 $91K <0.01% +2 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 455 shares; 2025Q3: 456 shares; 2025Q4: 456 shares 456 $90.3K <0.01% 0 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: 219 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 278 shares; 2025Q4: 278 shares 278 $89.8K <0.01% 0 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: 4 shares; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares 5,045 $89.4K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,139 shares; 2025Q1: 2,139 shares; 2025Q2: 2,049 shares; 2025Q3: 1,714 shares; 2025Q4: 1,682 shares 1,682 $89.1K <0.01% -32 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: 2,144 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 1,944 shares; 2025Q3: 1,944 shares; 2025Q4: 1,894 shares 1,894 $89.1K <0.01% -50 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 342 shares; 2025Q3: 320 shares; 2025Q4: 309 shares 309 $88.8K <0.01% -11 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: 796 shares; 2024Q4: 896 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 911 shares; 2025Q4: 963 shares 963 $88.1K <0.01% +52 Timeline JQUA 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: 828 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,386 shares 1,386 $87.6K <0.01% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,920 shares 5,920 $87.4K <0.01% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 460 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 377 shares; 2025Q4: 357 shares 357 $86.7K <0.01% -20 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: 541 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 653 shares 653 $86.4K <0.01% +112 Timeline PGX 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: 38,991 shares; 2024Q4: 16,663 shares; 2025Q1: 15,694 shares; 2025Q2: 13,539 shares; 2025Q3: 11,098 shares; 2025Q4: 7,664 shares 7,664 $86.1K <0.01% -3,434 Timeline MUB 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: 213 shares; 2024Q4: 883 shares; 2025Q1: 213 shares; 2025Q2: 2,174 shares; 2025Q3: 1,849 shares; 2025Q4: 802 shares 802 $85.9K <0.01% -1,047 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: 1,700 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,428 shares; 2025Q3: 3,400 shares; 2025Q4: 3,000 shares 3,000 $85.4K <0.01% -400 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 1,646 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares 1,646 $85.1K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,126 shares 1,126 $84.9K <0.01% +50 Timeline UTRE 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: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 6,700 shares; 2025Q4: 1,700 shares 1,700 $84.7K <0.01% -5,000 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: 1,842 shares; 2024Q4: 1,840 shares; 2025Q1: 1,854 shares; 2025Q2: 1,840 shares; 2025Q3: 1,854 shares; 2025Q4: 1,904 shares 1,904 $84.4K <0.01% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138 shares 138 $84.4K <0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 174 shares; 2025Q3: 1,064 shares; 2025Q4: 1,700 shares 1,700 $84.4K <0.01% +636 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: 348 shares; 2024Q4: 263 shares; 2025Q1: 437 shares; 2025Q2: 381 shares; 2025Q3: 807 shares; 2025Q4: 807 shares 807 $82.3K <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: 498 shares; 2024Q4: 498 shares; 2025Q1: 528 shares; 2025Q2: 498 shares; 2025Q3: 400 shares; 2025Q4: 1,410 shares 1,410 $82.3K <0.01% +1,010 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 930 shares; 2025Q1: 876 shares; 2025Q2: 626 shares; 2025Q3: 294 shares; 2025Q4: 202 shares 202 $81.5K <0.01% -92 Timeline EWQ 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: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,802 shares 1,802 $81.1K <0.01% +167 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: 10,087 shares; 2024Q4: 10,141 shares; 2025Q1: 7,729 shares; 2025Q2: 7,852 shares; 2025Q3: 7,363 shares; 2025Q4: 6,085 shares 6,085 $79.8K <0.01% -1,278 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: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,756 shares 1,756 $79.8K <0.01% +33 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 1,125 shares; 2025Q3: 1,171 shares; 2025Q4: 1,705 shares 1,705 $78.2K <0.01% +534 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares 1,457 $77.8K <0.01% 0 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: 3,802 shares; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 2,829 shares; 2025Q3: 2,829 shares; 2025Q4: 2,122 shares 2,122 $77.7K <0.01% -707 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: 1,007 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $77.5K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 581 shares 581 $75K <0.01% +7 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: 7,502 shares; 2024Q4: 8,932 shares; 2025Q1: 8,932 shares; 2025Q2: 8,932 shares; 2025Q3: 8,049 shares; 2025Q4: 7,329 shares 7,329 $74.1K <0.01% -720 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,421 shares; 2025Q1: 5,184 shares; 2025Q2: 11,039 shares; 2025Q3: 5,485 shares; 2025Q4: 3,523 shares 3,523 $73.6K <0.01% -1,962 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: 189 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 5 shares; 2025Q3: 305 shares; 2025Q4: 305 shares 305 $73.3K <0.01% 0 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: 659 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 704 shares 704 $73.3K <0.01% +4 Timeline EWU 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $72.6K <0.01% 0 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,478 shares 4,478 $72.5K <0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 2,047 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares 1,120 $72.1K <0.01% 0 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 576 shares; 2025Q4: 555 shares 555 $72K <0.01% -21 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: 992 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 915 shares; 2025Q3: 920 shares; 2025Q4: 931 shares 931 $72K <0.01% +11 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 540 shares; 2025Q3: 497 shares; 2025Q4: 601 shares 601 $72K <0.01% +104 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,056 shares 1,056 $71.3K <0.01% +56 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 251 shares; 2025Q1: 179 shares; 2025Q2: 173 shares; 2025Q3: 145 shares; 2025Q4: 105 shares 105 $71.3K <0.01% -40 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: 196 shares; 2024Q4: 1,946 shares; 2025Q1: 1,820 shares; 2025Q2: 2,008 shares; 2025Q3: 1,647 shares; 2025Q4: 2,779 shares 2,779 $71.2K <0.01% +1,132 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: 1,120 shares; 2024Q4: 1,144 shares; 2025Q1: 1,120 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,163 shares 1,163 $70.5K <0.01% +8 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: 3,860 shares; 2025Q1: 3,789 shares; 2025Q2: 3,764 shares; 2025Q3: 3,488 shares; 2025Q4: 1,928 shares 1,928 $69.9K <0.01% -1,560 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: 230 shares; 2024Q4: 229 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 273 shares 273 $69.9K <0.01% +73 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: 89 shares; 2024Q4: 89 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 555 shares; 2025Q4: 555 shares 555 $69.9K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,075 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $69.3K <0.01% 0 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: 930 shares; 2024Q4: 904 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 530 shares 530 $69K <0.01% -88 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,425 shares; 2025Q1: 3,175 shares; 2025Q2: 2,215 shares; 2025Q3: 1,832 shares; 2025Q4: 1,839 shares 1,839 $68.8K <0.01% +7 Timeline EWW 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: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares 970 $67.3K <0.01% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 1,442 shares; 2025Q1: 750 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $66.9K <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: 2,503 shares; 2024Q4: 2,070 shares; 2025Q1: 1,753 shares; 2025Q2: 1,703 shares; 2025Q3: 1,087 shares; 2025Q4: 1,042 shares 1,042 $66.7K <0.01% -45 Timeline SCZ 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: 850 shares; 2025Q1: 850 shares; 2025Q2: 985 shares; 2025Q3: 850 shares; 2025Q4: 860 shares 860 $66.7K <0.01% +10 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $66.4K <0.01% 0 Timeline LGLV 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: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares 378 $66.4K <0.01% 0 Timeline IYG 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: 708 shares; 2024Q4: 710 shares; 2025Q1: 712 shares; 2025Q2: 714 shares; 2025Q3: 716 shares; 2025Q4: 718 shares 718 $66.2K <0.01% +2 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: 12,111 shares; 2024Q4: 12,128 shares; 2025Q1: 3,650 shares; 2025Q2: 1,170 shares; 2025Q3: 877 shares; 2025Q4: 687 shares 687 $65.9K <0.01% -190 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: 843 shares; 2024Q4: 843 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 912 shares; 2025Q4: 1,122 shares 1,122 $65.6K <0.01% +210 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 359 shares; 2025Q1: 307 shares; 2025Q2: 596 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575 $65.3K <0.01% 0 Timeline USFR 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: 9,056 shares; 2024Q4: 15,182 shares; 2025Q1: 27,841 shares; 2025Q2: 24,149 shares; 2025Q3: 2,975 shares; 2025Q4: 1,291 shares 1,291 $65K <0.01% -1,684 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,608 shares; 2024Q4: 6,681 shares; 2025Q1: 2,985 shares; 2025Q2: 2,873 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares 1,497 $64.8K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 863 shares; 2025Q1: 850 shares; 2025Q2: 533 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $64.4K <0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167 shares; 2024Q4: 2,079 shares; 2025Q1: 2,254 shares; 2025Q2: 2,377 shares; 2025Q3: 1,342 shares; 2025Q4: 1,067 shares 1,067 $64.2K <0.01% -275 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 218 shares; 2025Q1: 185 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 114 shares 114 $64K <0.01% -36 Timeline IJS 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: 559 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 559 shares 559 $63.6K <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: not reported; 2024Q4: 300 shares; 2025Q1: 150 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares 340 $63.1K <0.01% 0 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares 1,875 $62.9K <0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $62.1K <0.01% 0 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: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares 1,076 $62.1K <0.01% 0 Timeline IYF 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: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares 480 $61.9K <0.01% 0 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: 245 shares; 2024Q4: 243 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares 236 $61.2K <0.01% 0 Timeline TECB 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,000 shares 1,000 $60.9K <0.01% -400 Timeline IYH 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 960 shares; 2025Q3: 935 shares; 2025Q4: 935 shares 935 $60.9K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 9,866 shares; 2025Q1: 9,866 shares; 2025Q2: 9,866 shares; 2025Q3: 10,162 shares; 2025Q4: 7,493 shares 7,493 $60.8K <0.01% -2,669 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares 2,721 $60.7K <0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,230 shares; 2025Q4: 1,329 shares 1,329 $58K <0.01% +99 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: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 949 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 777 shares 777 $57.9K <0.01% -30 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,270 shares; 2025Q4: 1,278 shares 1,278 $57.6K <0.01% +8 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: 16 shares; 2024Q4: 1,073 shares; 2025Q1: 1,507 shares; 2025Q2: 1,775 shares; 2025Q3: 1,477 shares; 2025Q4: 952 shares 952 $57K <0.01% -525 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares 2,057 $56.5K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 4,216 shares; 2025Q1: 1,300 shares; 2025Q2: 652 shares; 2025Q3: 526 shares; 2025Q4: 405 shares 405 $56.3K <0.01% -121 Timeline IBIJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 2,171 shares 2,171 $56.1K <0.01% +271 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 939 shares; 2025Q1: 639 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares 1,917 $55.7K <0.01% 0 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 914 shares; 2025Q4: 614 shares 614 $55.6K <0.01% -300 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,493 shares; 2025Q2: 8,370 shares; 2025Q3: 4,352 shares; 2025Q4: 2,052 shares 2,052 $55.5K <0.01% -2,300 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 492 shares; 2025Q3: 337 shares; 2025Q4: 345 shares 345 $55.5K <0.01% +8 Timeline USIG 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: 3,113 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares 1,055 $54.6K <0.01% 0 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: 1,392 shares; 2024Q4: 1,420 shares; 2025Q1: 1,273 shares; 2025Q2: 1,273 shares; 2025Q3: 1,245 shares; 2025Q4: 985 shares 985 $54.4K <0.01% -260 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: 3,248 shares; 2024Q4: 3,398 shares; 2025Q1: 3,219 shares; 2025Q2: 3,447 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares 2,624 $54.2K <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: 459 shares; 2024Q4: 467 shares; 2025Q1: 455 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 429 shares 429 $53.9K <0.01% +7 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME 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: 5,000 shares 5,000 $53.8K <0.01% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares 1,275 $53.7K <0.01% 0 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: 1,016 shares; 2024Q4: 994 shares; 2025Q1: 871 shares; 2025Q2: 755 shares; 2025Q3: 515 shares; 2025Q4: 515 shares 515 $53.4K <0.01% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 3,541 shares 3,541 $53.1K <0.01% new 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: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares 581 $53.1K <0.01% 0 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: not reported; 2025Q2: 1,081 shares; 2025Q3: 451 shares; 2025Q4: 1,056 shares 1,056 $52.7K <0.01% +605 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,326 shares; 2025Q1: 1,326 shares; 2025Q2: 1,326 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $52.4K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,503 shares; 2025Q1: 4,714 shares; 2025Q2: 2,371 shares; 2025Q3: 1,705 shares; 2025Q4: 3,915 shares 3,915 $51.7K <0.01% +2,210 Timeline EPP 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares 1,020 $51.5K <0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 618 shares; 2025Q1: 542 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 500 shares 500 $51.4K <0.01% -35 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,594 shares; 2025Q1: 1,696 shares; 2025Q2: 1,262 shares; 2025Q3: 567 shares; 2025Q4: 567 shares 567 $51.2K <0.01% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: not reported; 2025Q4: 553 shares 553 $51.2K <0.01% new 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: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares 195 $51K <0.01% 0 Timeline FDN 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: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares 188 $50.6K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $50.4K <0.01% 0 Timeline OBIL 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: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $50.2K <0.01% 0 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: 366 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares 281 $50K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 634 shares 634 $50K <0.01% +368 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: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 254 shares; 2025Q4: 254 shares 254 $49.4K <0.01% 0 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: 404 shares; 2024Q4: 404 shares; 2025Q1: 347 shares; 2025Q2: 299 shares; 2025Q3: 285 shares; 2025Q4: 270 shares 270 $48.7K <0.01% -15 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,256 shares; 2024Q4: 26,252 shares; 2025Q1: 17,347 shares; 2025Q2: 11,935 shares; 2025Q3: 8,189 shares; 2025Q4: 4,382 shares 4,382 $48.4K <0.01% -3,807 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 149 shares; 2025Q3: 504 shares; 2025Q4: 797 shares 797 $48.2K <0.01% +293 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares 357 $47.7K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 1,240 shares 1,240 $46.8K <0.01% new 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: 166 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 105 shares 105 $46.6K <0.01% -35 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 525 shares 525 $46.6K <0.01% -25 Timeline SPXV 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: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $46.2K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 250 shares 250 $46.1K <0.01% +2 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: 233 shares; 2024Q4: 1,673 shares; 2025Q1: 1,673 shares; 2025Q2: 1,673 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares 1,525 $46.1K <0.01% 0 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: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 135 shares; 2025Q4: 136 shares 136 $45.8K <0.01% +1 Timeline XTN 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $45.7K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 557 shares 557 $45.7K <0.01% -25 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: 259 shares; 2024Q4: 262 shares; 2025Q1: 259 shares; 2025Q2: 244 shares; 2025Q3: 182 shares; 2025Q4: 193 shares 193 $45.3K <0.01% +11 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 426 shares; 2025Q4: 510 shares 510 $44.6K <0.01% +84 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $44.3K <0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 454 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 449 shares 449 $44.2K <0.01% +12 Timeline NXTG 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: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares 410 $44.2K <0.01% 0 Timeline AVLV 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: 446 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 577 shares 577 $43.7K <0.01% +115 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $43.6K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 91 shares; 2025Q3: 72 shares; 2025Q4: 120 shares 120 $43.2K <0.01% +48 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 271 shares 271 $43.2K <0.01% 0 Timeline IBTP 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: 319 shares; 2025Q2: 1,106 shares; 2025Q3: 1,045 shares; 2025Q4: 1,645 shares 1,645 $42.5K <0.01% +600 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 3,200 shares; 2025Q4: 3,200 shares 3,200 $42.4K <0.01% 0 Timeline SPMD 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: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 557 shares; 2025Q4: 731 shares 731 $42.3K <0.01% +174 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 58 shares; 2025Q3: 58 shares; 2025Q4: 63 shares 63 $42.2K <0.01% +5 Timeline DFAU 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: 1,947 shares; 2025Q2: 1,947 shares; 2025Q3: 1,401 shares; 2025Q4: 900 shares 900 $42.1K <0.01% -501 Timeline QTEC 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: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares 182 $41.9K <0.01% 0 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 1,172 shares; 2025Q3: 1,099 shares; 2025Q4: 1,699 shares 1,699 $41.7K <0.01% +600 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 122 shares; 2025Q4: 122 shares 122 $41.4K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 205 shares 205 $41.2K <0.01% +3 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 228 shares; 2025Q3: 198 shares; 2025Q4: 199 shares 199 $41.2K <0.01% +1 Timeline QGRW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares 699 $41K <0.01% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 660 shares; 2025Q4: 670 shares 670 $40.7K <0.01% +10 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: 4,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,685 shares; 2025Q2: 3,654 shares; 2025Q3: 3,987 shares; 2025Q4: 2,343 shares 2,343 $40.7K <0.01% -1,644 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $40.4K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 710 shares; 2025Q1: 674 shares; 2025Q2: 524 shares; 2025Q3: 735 shares; 2025Q4: 489 shares 489 $40.1K <0.01% -246 Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,882 shares; 2025Q3: 1,882 shares; 2025Q4: 1,882 shares 1,882 $39.8K <0.01% 0 Timeline INTF 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: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares 1,046 $39.5K <0.01% 0 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: 171 shares; 2024Q4: 170 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 203 shares 203 $39.3K <0.01% +8 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: 651 shares; 2024Q4: 651 shares; 2025Q1: 600 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 600 shares 600 $39K <0.01% -342 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 154 shares; 2025Q4: 154 shares 154 $38.9K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 229 shares; 2025Q1: 94 shares; 2025Q2: 93 shares; 2025Q3: 87 shares; 2025Q4: 87 shares 87 $38.7K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $38.5K <0.01% 0 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $38.3K <0.01% 0 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: 1,045 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 1,085 shares 1,085 $38K <0.01% +42 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: 72 shares; 2024Q4: 76 shares; 2025Q1: 72 shares; 2025Q2: 79 shares; 2025Q3: 75 shares; 2025Q4: 74 shares 74 $37.8K <0.01% -1 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: 1,088 shares; 2024Q4: 667 shares; 2025Q1: 500 shares; 2025Q2: 421 shares; 2025Q3: 223 shares; 2025Q4: 181 shares 181 $37.8K <0.01% -42 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 379 shares 379 $37.5K <0.01% +1 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 600 shares 600 $37.4K <0.01% -600 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 115 shares 115 $36.8K <0.01% -9 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 313 shares; 2025Q2: 308 shares; 2025Q3: 303 shares; 2025Q4: 268 shares 268 $36.5K <0.01% -35 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: 519 shares; 2024Q4: 519 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 326 shares 326 $36.5K <0.01% -490 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 1,810 shares; 2025Q1: 1,200 shares; 2025Q2: 902 shares; 2025Q3: 835 shares; 2025Q4: 1,512 shares 1,512 $36.3K <0.01% +677 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: 470 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $36.2K <0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- 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: 2,500 shares 2,500 $35.9K <0.01% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,920 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 600 shares; 2025Q4: 607 shares 607 $35.9K <0.01% +7 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares 2,075 $35.6K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425 $35.5K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,040 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 800 shares 800 $34.2K <0.01% -440 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares 854 $34K <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: 11,831 shares; 2024Q4: 11,623 shares; 2025Q1: 2,784 shares; 2025Q2: 1,174 shares; 2025Q3: 883 shares; 2025Q4: 511 shares 511 $34K <0.01% -372 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 753 shares; 2025Q1: 540 shares; 2025Q2: 547 shares; 2025Q3: 517 shares; 2025Q4: 503 shares 503 $33.9K <0.01% -14 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 103 shares 103 $33.8K <0.01% +3 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 317 shares; 2025Q3: 306 shares; 2025Q4: 306 shares 306 $33.6K <0.01% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,086 shares; 2025Q1: 1,145 shares; 2025Q2: 1,545 shares; 2025Q3: 1,415 shares; 2025Q4: 965 shares 965 $33.3K <0.01% -450 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: 178 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 195 shares 195 $33.1K <0.01% +19 Timeline MBB 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: 456 shares; 2024Q4: 645 shares; 2025Q1: 560 shares; 2025Q2: 726 shares; 2025Q3: 547 shares; 2025Q4: 347 shares 347 $33K <0.01% -200 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: 185 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 253 shares 253 $32.3K <0.01% +2 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,500 shares; 2025Q4: 500 shares 500 $32.3K <0.01% -1,000 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 733 shares; 2025Q1: 550 shares; 2025Q2: 353 shares; 2025Q3: 313 shares; 2025Q4: 199 shares 199 $32.3K <0.01% -114 Timeline AOK 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: 3,264 shares; 2024Q4: 4,201 shares; 2025Q1: 4,214 shares; 2025Q2: 839 shares; 2025Q3: 1,213 shares; 2025Q4: 803 shares 803 $32.2K <0.01% -410 Timeline ACWV 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: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares 269 $31.9K <0.01% 0 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 260 shares 260 $31.9K <0.01% new Timeline GEVO GEVO INC More: the full row for GEVO 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: 15,935 shares; 2025Q3: 15,935 shares; 2025Q4: 15,935 shares 15,935 $31.9K <0.01% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares 713 $31.6K <0.01% 0 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: 22 shares; 2024Q4: 368 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 192 shares; 2025Q4: 192 shares 192 $31K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 65 shares; 2025Q1: 439 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 374 shares 374 $31K <0.01% 0 Timeline DWX 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $30.8K <0.01% 0 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $30.5K <0.01% 0 Timeline LQD 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: 410 shares; 2024Q4: 367 shares; 2025Q1: 420 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares 277 $30.5K <0.01% 0 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $30.5K <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: 43 shares; 2024Q4: 576 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 213 shares; 2025Q4: 213 shares 213 $30.4K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 491 shares; 2024Q4: 187 shares; 2025Q1: 1,583 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 527 shares 527 $29.9K <0.01% +346 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares; 2025Q1: 2,572 shares; 2025Q2: 2,397 shares; 2025Q3: 2,237 shares; 2025Q4: 1,437 shares 1,437 $29.9K <0.01% -800 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 169 shares; 2025Q4: 168 shares 168 $29.9K <0.01% -1 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE 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: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $29.9K <0.01% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 199 shares 199 $29.9K <0.01% +2 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 2,698 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares 2,698 $29.7K <0.01% 0 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: 1,152 shares; 2024Q4: 1,140 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 462 shares; 2025Q4: 360 shares 360 $29.5K <0.01% -102 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $29.4K <0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares 560 $29.4K <0.01% 0 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $29.2K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 173 shares; 2025Q1: 203 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares 163 $28.7K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 292 shares; 2025Q3: 288 shares; 2025Q4: 288 shares 288 $28.7K <0.01% 0 Timeline MYE MYERS INDS INC More: the full row for MYERS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $28.1K <0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $27.8K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares 100 $27.7K <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: 514 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 316 shares 316 $27.6K <0.01% -198 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 520 shares 520 $27.4K <0.01% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 911 shares; 2025Q1: 411 shares; 2025Q2: 166 shares; 2025Q3: 238 shares; 2025Q4: 238 shares 238 $27.4K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 491 shares; 2025Q1: 509 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 346 shares 346 $27.3K <0.01% -191 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 223 shares; 2025Q1: 199 shares; 2025Q2: 148 shares; 2025Q3: 107 shares; 2025Q4: 106 shares 106 $27.1K <0.01% -1 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 588 shares; 2025Q4: 1,496 shares 1,496 $26.9K <0.01% +908 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,085 shares; 2025Q2: 800 shares; 2025Q3: 778 shares; 2025Q4: 738 shares 738 $26.9K <0.01% -40 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,046 shares 1,046 $26.7K <0.01% new 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: 333 shares; 2024Q4: 361 shares; 2025Q1: 333 shares; 2025Q2: 377 shares; 2025Q3: 342 shares; 2025Q4: 310 shares 310 $26.5K <0.01% -32 Timeline CNRG 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: 882 shares; 2024Q4: 882 shares; 2025Q1: 308 shares; 2025Q2: 291 shares; 2025Q3: 296 shares; 2025Q4: 296 shares 296 $26.5K <0.01% 0 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 550 shares 550 $26.3K <0.01% -34 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 336 shares; 2025Q1: 326 shares; 2025Q2: 154 shares; 2025Q3: 109 shares; 2025Q4: 119 shares 119 $26.1K <0.01% +10 Timeline NTIC NORTHERN TECHNOLOGIES INTL C More: the full row for NORTHERN TECHNOLOGIES INTL C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,319 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,319 shares; 2025Q4: 3,319 shares 3,319 $26K <0.01% 0 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 632 shares; 2025Q4: 611 shares 611 $25.9K <0.01% -21 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: 1,335 shares; 2024Q4: 830 shares; 2025Q1: 505 shares; 2025Q2: 441 shares; 2025Q3: 245 shares; 2025Q4: 245 shares 245 $25.7K <0.01% 0 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares 885 $25.4K <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: 401 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $25.2K <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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares 70 $25.2K <0.01% 0 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: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 338 shares; 2025Q4: 338 shares 338 $25K <0.01% 0 Timeline IBDZ 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: 961 shares; 2025Q1: 967 shares; 2025Q2: 950 shares; 2025Q3: 895 shares; 2025Q4: 939 shares 939 $24.8K <0.01% +44 Timeline IBIK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 963 shares 963 $24.7K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 5,500 shares; 2025Q1: 6,077 shares; 2025Q2: 6,077 shares; 2025Q3: 4,827 shares; 2025Q4: 4,827 shares 4,827 $24.1K <0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares 354 $23.8K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 175 shares; 2025Q1: 170 shares; 2025Q2: 140 shares; 2025Q3: 123 shares; 2025Q4: 123 shares 123 $23.8K <0.01% 0 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $23.7K <0.01% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares 1,275 $23.6K <0.01% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 97 shares 97 $23.6K <0.01% +3 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $23.5K <0.01% 0 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares 265 $23.5K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 209 shares; 2025Q2: 198 shares; 2025Q3: 123 shares; 2025Q4: 124 shares 124 $23.4K <0.01% +1 Timeline XT 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares 335 $23.4K <0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $23.2K <0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 225 shares; 2025Q1: 205 shares; 2025Q2: 170 shares; 2025Q3: 135 shares; 2025Q4: 77 shares 77 $23.2K <0.01% -58 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: 806 shares; 2024Q4: 806 shares; 2025Q1: 836 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 136 shares 136 $23.1K <0.01% -730 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares 75 $22.7K <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: 123 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 78 shares 78 $22.6K <0.01% -25 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 206 shares 206 $22.6K <0.01% +6 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: 891 shares; 2024Q4: 510 shares; 2025Q1: 464 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 540 shares 540 $22.6K <0.01% +100 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 385 shares; 2025Q4: 250 shares 250 $22.3K <0.01% -135 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 128 shares 128 $22.1K <0.01% +3 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: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $22K <0.01% new Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares 241 $22K <0.01% new 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: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares 468 $21.9K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares 725 $21.8K <0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 250 shares 250 $21.7K <0.01% -26 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: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 813 shares 813 $21.7K <0.01% -517 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares 85 $21.7K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 465 shares; 2025Q1: 301 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 300 shares 300 $21.6K <0.01% +100 Timeline PEZ 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: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares 208 $21.6K <0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO 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 $21.4K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,726 shares; 2025Q3: 1,926 shares; 2025Q4: 1,926 shares 1,926 $21.3K <0.01% 0 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 104 shares; 2025Q4: 112 shares 112 $21.2K <0.01% +8 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares 414 $21.2K <0.01% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & 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: 1,132 shares 1,132 $21.1K <0.01% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares 875 $21K <0.01% 0 Timeline SSO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 360 shares 360 $20.9K <0.01% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 490 shares; 2025Q2: 690 shares; 2025Q3: 430 shares; 2025Q4: 231 shares 231 $20.8K <0.01% -199 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 1,063 shares; 2025Q2: 815 shares; 2025Q3: 2,253 shares; 2025Q4: 535 shares 535 $20.7K <0.01% -1,718 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,065 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015 $20.7K <0.01% 0 Timeline IYC 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $20.6K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $20.5K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 350 shares 350 $20.5K <0.01% -19 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: 83 shares; 2024Q4: 377 shares; 2025Q1: 698 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,182 shares 1,182 $20.4K <0.01% +163 Timeline XPEV XPENG INC More: the full row for XPENG 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: 1,000 shares 1,000 $20.3K <0.01% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 2,000 shares 2,000 $20.2K <0.01% new 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: 313 shares; 2024Q4: 323 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 421 shares; 2025Q4: 324 shares 324 $20K <0.01% -97 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares 766 $19.9K <0.01% new Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 391 shares 391 $19.7K <0.01% 0 Timeline KNOP KNOT OFFSHORE PARTNERS LP More: the full row for KNOT OFFSHORE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $19.7K <0.01% 0 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares 123 $19.6K <0.01% 0 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: 825 shares; 2024Q4: 825 shares; 2025Q1: 1,025 shares; 2025Q2: 825 shares; 2025Q3: 515 shares; 2025Q4: 515 shares 515 $19.6K <0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $19.6K <0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 956 shares; 2025Q1: 881 shares; 2025Q2: 690 shares; 2025Q3: 517 shares; 2025Q4: 374 shares 374 $19.6K <0.01% -143 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $19.5K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 601 shares; 2025Q2: 201 shares; 2025Q3: 203 shares; 2025Q4: 203 shares 203 $19.5K <0.01% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $19.4K <0.01% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares 370 $19.3K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $19.1K <0.01% 0 Timeline IYM 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares 123 $18.9K <0.01% 0 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares 93 $18.9K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 254 shares; 2025Q1: 274 shares; 2025Q2: 166 shares; 2025Q3: 146 shares; 2025Q4: 146 shares 146 $18.8K <0.01% 0 Timeline REGL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares 222 $18.7K <0.01% 0 Timeline