YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 8,039 shares; 2025Q1: 8,528 shares; 2025Q2: 8,589 shares 8,589 $1.27M 0.02% +61 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 542 shares; 2025Q1: 539 shares; 2025Q2: 342 shares 342 $1.27M 0.02% -197 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,841 shares; 2025Q1: 3,744 shares; 2025Q2: 4,223 shares 4,223 $1.27M 0.02% +479 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,885 shares; 2024Q4: 9,971 shares; 2025Q1: 9,971 shares; 2025Q2: 9,971 shares 9,971 $1.26M 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 3,277 shares; 2025Q1: 8,734 shares; 2025Q2: 8,549 shares 8,549 $1.26M 0.02% -185 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,804 shares; 2024Q4: 22,981 shares; 2025Q1: 22,759 shares; 2025Q2: 49,756 shares 49,756 $1.26M 0.02% +26,997 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,642 shares; 2024Q4: 48,438 shares; 2025Q1: 38,659 shares; 2025Q2: 24,612 shares 24,612 $1.26M 0.02% -14,047 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,829 shares; 2024Q4: 110,932 shares; 2025Q1: 113,167 shares; 2025Q2: 109,391 shares 109,391 $1.26M 0.02% -3,776 GNR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,969 shares; 2024Q4: 23,469 shares; 2025Q1: 23,469 shares; 2025Q2: 23,090 shares 23,090 $1.25M 0.02% -379 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 9,066 shares; 2025Q1: 9,040 shares; 2025Q2: 9,332 shares 9,332 $1.25M 0.02% +292 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 7,188 shares; 2025Q1: 7,440 shares; 2025Q2: 7,641 shares 7,641 $1.24M 0.02% +201 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,526 shares; 2024Q4: 7,375 shares; 2025Q1: 6,096 shares; 2025Q2: 6,410 shares 6,410 $1.24M 0.02% +314 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,021 shares; 2024Q4: 35,278 shares; 2025Q1: 36,903 shares; 2025Q2: 38,690 shares 38,690 $1.22M 0.02% +1,787 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,784 shares; 2025Q1: 10,955 shares; 2025Q2: 12,100 shares 12,100 $1.22M 0.02% +1,145 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 17,375 shares; 2025Q1: 16,041 shares; 2025Q2: 11,113 shares 11,113 $1.22M 0.02% -4,928 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,840 shares; 2024Q4: 200,876 shares; 2025Q1: 221,213 shares; 2025Q2: 132,389 shares 132,389 $1.22M 0.02% -88,824 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,331 shares; 2024Q4: 13,200 shares; 2025Q1: 9,958 shares; 2025Q2: 9,137 shares 9,137 $1.21M 0.02% -821 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,766 shares; 2025Q1: 5,105 shares; 2025Q2: 6,169 shares 6,169 $1.21M 0.02% +1,064 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,161 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares 1,159 $1.21M 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,249 shares; 2024Q4: 19,634 shares; 2025Q1: 29,928 shares; 2025Q2: 24,384 shares 24,384 $1.2M 0.02% -5,544 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,922 shares; 2024Q4: 19,003 shares; 2025Q1: 18,777 shares; 2025Q2: 18,361 shares 18,361 $1.19M 0.02% -416 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,053 shares; 2024Q4: 37,943 shares; 2025Q1: 30,963 shares; 2025Q2: 31,051 shares 31,051 $1.19M 0.02% +88 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 5,209 shares; 2025Q1: 5,041 shares; 2025Q2: 5,099 shares 5,099 $1.19M 0.02% +58 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 6,076 shares; 2025Q1: 7,753 shares; 2025Q2: 15,337 shares 15,337 $1.19M 0.02% +7,584 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 6,297 shares; 2025Q1: 5,886 shares; 2025Q2: 6,394 shares 6,394 $1.18M 0.02% +508 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,404 shares; 2024Q4: 20,106 shares; 2025Q1: 19,646 shares; 2025Q2: 21,789 shares 21,789 $1.18M 0.02% +2,143 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 6,103 shares; 2025Q1: 3,078 shares; 2025Q2: 4,710 shares 4,710 $1.18M 0.02% +1,632 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 15,235 shares; 2025Q1: 12,447 shares; 2025Q2: 12,913 shares 12,913 $1.18M 0.02% +466 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,880 shares; 2024Q4: 18,070 shares; 2025Q1: 17,069 shares; 2025Q2: 12,736 shares 12,736 $1.18M 0.02% -4,333 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,356 shares; 2024Q4: 27,155 shares; 2025Q1: 21,180 shares; 2025Q2: 16,732 shares 16,732 $1.18M 0.02% -4,448 Timeline SJB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,126 shares 75,126 $1.18M 0.02% new Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,729 shares; 2024Q4: 30,112 shares; 2025Q1: 34,296 shares; 2025Q2: 33,981 shares 33,981 $1.17M 0.02% -315 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,889 shares; 2025Q2: 44,042 shares 44,042 $1.17M 0.02% +153 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,696 shares; 2024Q4: 74,445 shares; 2025Q1: 63,902 shares; 2025Q2: 54,552 shares 54,552 $1.17M 0.02% -9,350 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,851 shares; 2024Q4: 14,100 shares; 2025Q1: 10,473 shares; 2025Q2: 14,523 shares 14,523 $1.16M 0.02% +4,050 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,040 shares; 2024Q4: 21,046 shares; 2025Q1: 20,357 shares; 2025Q2: 19,863 shares 19,863 $1.16M 0.02% -494 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,913 shares; 2024Q4: 9,210 shares; 2025Q1: 10,672 shares; 2025Q2: 7,042 shares 7,042 $1.15M 0.02% -3,630 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,581 shares; 2024Q4: 14,307 shares; 2025Q1: 13,749 shares; 2025Q2: 14,070 shares 14,070 $1.15M 0.02% +321 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,951 shares; 2024Q4: 76,344 shares; 2025Q1: 76,047 shares; 2025Q2: 83,348 shares 83,348 $1.14M 0.02% +7,301 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,280 shares; 2025Q1: 32,238 shares; 2025Q2: 33,994 shares 33,994 $1.14M 0.02% +1,756 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,806 shares; 2024Q4: 10,142 shares; 2025Q1: 9,387 shares; 2025Q2: 6,601 shares 6,601 $1.14M 0.02% -2,786 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,832 shares; 2025Q1: 5,585 shares; 2025Q2: 6,766 shares 6,766 $1.14M 0.02% +1,181 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 13,252 shares; 2025Q1: 10,872 shares; 2025Q2: 14,081 shares 14,081 $1.13M 0.02% +3,209 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,833 shares; 2025Q1: 2,909 shares; 2025Q2: 3,593 shares 3,593 $1.13M 0.02% +684 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,733 shares; 2024Q4: 6,733 shares; 2025Q1: 22,363 shares; 2025Q2: 22,399 shares 22,399 $1.13M 0.02% +36 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,541 shares; 2024Q4: 23,655 shares; 2025Q1: 18,453 shares; 2025Q2: 22,882 shares 22,882 $1.13M 0.02% +4,429 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,622 shares; 2024Q4: 11,322 shares; 2025Q1: 6,214 shares; 2025Q2: 10,901 shares 10,901 $1.12M 0.02% +4,687 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,393 shares 30,393 $1.12M 0.02% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,079 shares; 2024Q4: 20,008 shares; 2025Q1: 20,008 shares; 2025Q2: 17,079 shares 17,079 $1.12M 0.02% -2,929 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 2,770 shares; 2025Q1: 2,656 shares; 2025Q2: 2,652 shares 2,652 $1.12M 0.02% -4 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,432 shares; 2024Q4: 32,224 shares; 2025Q1: 32,773 shares; 2025Q2: 33,225 shares 33,225 $1.12M 0.02% +452 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,906 shares; 2024Q4: 17,462 shares; 2025Q1: 24,968 shares; 2025Q2: 39,736 shares 39,736 $1.12M 0.02% +14,768 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,927 shares; 2024Q4: 28,170 shares; 2025Q1: 26,762 shares; 2025Q2: 23,846 shares 23,846 $1.12M 0.02% -2,916 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,613 shares; 2025Q1: 6,268 shares; 2025Q2: 7,672 shares 7,672 $1.11M 0.02% +1,404 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,393 shares; 2024Q4: 28,280 shares; 2025Q1: 29,900 shares; 2025Q2: 33,903 shares 33,903 $1.11M 0.02% +4,003 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 13,461 shares; 2025Q1: 12,829 shares; 2025Q2: 14,714 shares 14,714 $1.11M 0.02% +1,885 Timeline HERZFELD CREDIT INCOME FUND HERZFELD CREDIT INCOME FUND More: the full row for HERZFELD CREDIT INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,738 shares; 2024Q4: 34,137 shares; 2025Q1: 579,176 shares; 2025Q2: 437,060 shares 437,060 $1.11M 0.02% -142,116 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,192 shares; 2024Q4: 16,034 shares; 2025Q1: 15,498 shares; 2025Q2: 9,304 shares 9,304 $1.11M 0.02% -6,194 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,349 shares; 2025Q1: 79,062 shares; 2025Q2: 85,272 shares 85,272 $1.11M 0.02% +6,210 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,384 shares; 2024Q4: 442,552 shares; 2025Q1: 363,122 shares; 2025Q2: 211,561 shares 211,561 $1.1M 0.02% -151,561 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,657 shares; 2024Q4: 99,707 shares; 2025Q1: 108,375 shares; 2025Q2: 82,008 shares 82,008 $1.1M 0.02% -26,367 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 4,010 shares; 2025Q1: 3,987 shares; 2025Q2: 4,238 shares 4,238 $1.09M 0.02% +251 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,533 shares; 2024Q4: 15,628 shares; 2025Q1: 21,683 shares; 2025Q2: 22,461 shares 22,461 $1.09M 0.02% +778 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,052 shares; 2024Q4: 93,008 shares; 2025Q1: 88,661 shares; 2025Q2: 87,938 shares 87,938 $1.09M 0.02% -723 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,840 shares; 2024Q4: 20,586 shares; 2025Q1: 21,036 shares; 2025Q2: 22,975 shares 22,975 $1.09M 0.02% +1,939 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,300 shares; 2024Q4: 74,562 shares; 2025Q1: 74,078 shares; 2025Q2: 73,822 shares 73,822 $1.09M 0.02% -256 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,471 shares; 2025Q1: 6,313 shares; 2025Q2: 5,598 shares 5,598 $1.09M 0.02% -715 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 14,671 shares; 2025Q1: 14,605 shares; 2025Q2: 14,298 shares 14,298 $1.08M 0.02% -307 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,788 shares; 2024Q4: 105,430 shares; 2025Q1: 30,753 shares; 2025Q2: 22,024 shares 22,024 $1.08M 0.02% -8,729 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,812 shares; 2024Q4: 4,799 shares; 2025Q1: 4,296 shares; 2025Q2: 4,441 shares 4,441 $1.08M 0.02% +145 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,669 shares; 2024Q4: 25,669 shares; 2025Q1: 25,669 shares; 2025Q2: 25,669 shares 25,669 $1.08M 0.02% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 10,814 shares; 2025Q1: 11,057 shares; 2025Q2: 11,752 shares 11,752 $1.06M 0.01% +695 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,827 shares; 2024Q4: 76,867 shares; 2025Q1: 33,457 shares; 2025Q2: 100,741 shares 100,741 $1.05M 0.01% +67,284 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,232 shares 42,232 $1.05M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,964 shares; 2024Q4: 70,788 shares; 2025Q1: 67,477 shares; 2025Q2: 75,961 shares 75,961 $1.04M 0.01% +8,484 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,219 shares; 2025Q1: 10,554 shares; 2025Q2: 15,299 shares 15,299 $1.04M 0.01% +4,745 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,918 shares; 2024Q4: 10,970 shares; 2025Q1: 10,294 shares; 2025Q2: 12,507 shares 12,507 $1.04M 0.01% +2,213 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,702 shares; 2024Q4: 21,706 shares; 2025Q1: 21,030 shares; 2025Q2: 12,623 shares 12,623 $1.04M 0.01% -8,407 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 8,124 shares; 2025Q1: 7,445 shares; 2025Q2: 7,539 shares 7,539 $1.04M 0.01% +94 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 5,108 shares; 2025Q1: 5,276 shares; 2025Q2: 2,560 shares 2,560 $1.03M 0.01% -2,716 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,814 shares; 2024Q4: 8,656 shares; 2025Q1: 8,354 shares; 2025Q2: 9,915 shares 9,915 $1.03M 0.01% +1,561 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 16,260 shares; 2025Q1: 12,968 shares; 2025Q2: 13,347 shares 13,347 $1.03M 0.01% +379 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,308 shares; 2024Q4: 57,033 shares; 2025Q1: 69,301 shares; 2025Q2: 69,301 shares 69,301 $1.03M 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,603 shares; 2024Q4: 10,082 shares; 2025Q1: 8,698 shares; 2025Q2: 5,670 shares 5,670 $1.03M 0.01% -3,028 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 7,131 shares; 2025Q1: 6,354 shares; 2025Q2: 7,357 shares 7,357 $1.02M 0.01% +1,003 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,088 shares; 2024Q4: 10,158 shares; 2025Q1: 5,382 shares; 2025Q2: 4,647 shares 4,647 $1.02M 0.01% -735 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,319 shares; 2024Q4: 41,809 shares; 2025Q1: 44,207 shares; 2025Q2: 45,380 shares 45,380 $1.02M 0.01% +1,173 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 2,776 shares; 2025Q1: 2,924 shares; 2025Q2: 3,076 shares 3,076 $1.01M 0.01% +152 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,161 shares; 2024Q4: 13,426 shares; 2025Q1: 9,810 shares; 2025Q2: 12,937 shares 12,937 $1.01M 0.01% +3,127 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,263 shares; 2025Q1: 6,932 shares; 2025Q2: 6,707 shares 6,707 $1.01M 0.01% -225 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 1,704 shares; 2025Q1: 1,385 shares; 2025Q2: 2,081 shares 2,081 $1M 0.01% +696 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,798 shares; 2024Q4: 91,090 shares; 2025Q1: 100,403 shares; 2025Q2: 120,933 shares 120,933 $1M 0.01% +20,530 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,703 shares; 2025Q1: 4,612 shares; 2025Q2: 5,823 shares 5,823 $1M 0.01% +1,211 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,379 shares; 2024Q4: 49,132 shares; 2025Q1: 50,236 shares; 2025Q2: 47,182 shares 47,182 $1M 0.01% -3,054 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,619 shares; 2024Q4: 19,991 shares; 2025Q1: 19,679 shares; 2025Q2: 19,310 shares 19,310 $1M 0.01% -369 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,735 shares; 2025Q1: not reported; 2025Q2: 17,841 shares 17,841 $1M 0.01% new Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 2,781 shares; 2025Q1: 1,684 shares; 2025Q2: 2,839 shares 2,839 $997K 0.01% +1,155 XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,318 shares; 2024Q4: 120,978 shares; 2025Q1: 119,724 shares; 2025Q2: 112,322 shares 112,322 $995K 0.01% -7,402 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,281 shares; 2025Q2: 34,689 shares 34,689 $989K 0.01% +1,408 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,890 shares; 2024Q4: 30,999 shares; 2025Q1: 16,414 shares; 2025Q2: 19,527 shares 19,527 $982K 0.01% +3,113 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 5,336 shares; 2025Q1: 5,188 shares; 2025Q2: 5,343 shares 5,343 $979K 0.01% +155 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,330 shares; 2024Q4: 37,346 shares; 2025Q1: 39,355 shares; 2025Q2: 44,671 shares 44,671 $977K 0.01% +5,316 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,759 shares; 2024Q4: 17,886 shares; 2025Q1: 15,078 shares; 2025Q2: 16,835 shares 16,835 $974K 0.01% +1,757 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 15,648 shares; 2025Q1: 15,624 shares; 2025Q2: 15,213 shares 15,213 $971K 0.01% -411 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 9,591 shares; 2025Q1: 9,595 shares; 2025Q2: 12,108 shares 12,108 $970K 0.01% +2,513 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,012 shares 11,012 $967K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,316 shares; 2024Q4: 18,359 shares; 2025Q1: 21,413 shares; 2025Q2: 22,269 shares 22,269 $967K 0.01% +856 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,088 shares; 2024Q4: 15,559 shares; 2025Q1: 15,104 shares; 2025Q2: 16,396 shares 16,396 $966K 0.01% +1,292 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,664 shares; 2024Q4: 44,807 shares; 2025Q1: 45,711 shares; 2025Q2: 44,465 shares 44,465 $965K 0.01% -1,246 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,635 shares; 2024Q4: 20,527 shares; 2025Q1: 14,758 shares; 2025Q2: 17,443 shares 17,443 $964K 0.01% +2,685 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,340 shares; 2025Q2: 70,498 shares 70,498 $964K 0.01% +158 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 3,005 shares; 2025Q1: 3,008 shares; 2025Q2: 3,063 shares 3,063 $963K 0.01% +55 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,734 shares; 2024Q4: 6,363 shares; 2025Q1: 5,033 shares; 2025Q2: 5,920 shares 5,920 $963K 0.01% +887 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,719 shares; 2024Q4: not reported; 2025Q1: 50,001 shares; 2025Q2: 50,001 shares 50,001 $960K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,406 shares; 2024Q4: 14,379 shares; 2025Q1: 13,266 shares; 2025Q2: 7,487 shares 7,487 $955K 0.01% -5,779 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 6,958 shares; 2025Q1: 4,247 shares; 2025Q2: 8,367 shares 8,367 $952K 0.01% +4,120 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,744 shares; 2024Q4: 15,600 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares 15,600 $951K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,401 shares; 2024Q4: 42,850 shares; 2025Q1: 29,158 shares; 2025Q2: 15,336 shares 15,336 $949K 0.01% -13,822 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,714 shares; 2025Q1: 1,484 shares; 2025Q2: 1,935 shares 1,935 $946K 0.01% +451 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,242 shares; 2024Q4: 20,017 shares; 2025Q1: 19,580 shares; 2025Q2: 17,876 shares 17,876 $940K 0.01% -1,704 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 3,806 shares; 2025Q1: 3,866 shares; 2025Q2: 3,782 shares 3,782 $933K 0.01% -84 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 5,675 shares; 2025Q1: 3,499 shares; 2025Q2: 6,032 shares 6,032 $930K 0.01% +2,533 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 2,940 shares; 2025Q1: 2,945 shares; 2025Q2: 2,274 shares 2,274 $929K 0.01% -671 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,940 shares; 2024Q4: 27,940 shares; 2025Q1: 27,940 shares; 2025Q2: 27,940 shares 27,940 $928K 0.01% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,409 shares; 2024Q4: 28,234 shares; 2025Q1: 28,005 shares; 2025Q2: 28,081 shares 28,081 $914K 0.01% +76 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,604 shares; 2024Q4: 19,727 shares; 2025Q1: 19,462 shares; 2025Q2: 16,168 shares 16,168 $913K 0.01% -3,294 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,846 shares; 2024Q4: 41,038 shares; 2025Q1: 41,038 shares; 2025Q2: 42,568 shares 42,568 $913K 0.01% +1,530 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,539 shares; 2024Q4: 50,039 shares; 2025Q1: 47,508 shares; 2025Q2: 41,864 shares 41,864 $913K 0.01% -5,644 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,823 shares; 2024Q4: 4,827 shares; 2025Q1: 4,812 shares; 2025Q2: 4,812 shares 4,812 $908K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,764 shares; 2024Q4: 77,803 shares; 2025Q1: 76,149 shares; 2025Q2: 83,667 shares 83,667 $908K 0.01% +7,518 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,607 shares; 2024Q4: 8,888 shares; 2025Q1: 8,031 shares; 2025Q2: 8,203 shares 8,203 $907K 0.01% +172 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 10,483 shares; 2025Q1: 6,721 shares; 2025Q2: 13,441 shares 13,441 $903K 0.01% +6,720 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,627 shares; 2025Q1: 8,462 shares; 2025Q2: 11,834 shares 11,834 $899K 0.01% +3,372 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,864 shares; 2024Q4: 13,350 shares; 2025Q1: 13,695 shares; 2025Q2: 11,280 shares 11,280 $898K 0.01% -2,415 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: 11,780 shares; 2025Q1: 11,703 shares; 2025Q2: 8,999 shares 8,999 $895K 0.01% -2,704 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,748 shares; 2024Q4: 11,519 shares; 2025Q1: 11,433 shares; 2025Q2: 12,246 shares 12,246 $892K 0.01% +813 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,221 shares; 2025Q1: 1,464 shares; 2025Q2: 1,216 shares 1,216 $891K 0.01% -248 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,058 shares; 2024Q4: 46,860 shares; 2025Q1: 40,990 shares; 2025Q2: 47,267 shares 47,267 $879K 0.01% +6,277 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,581 shares; 2024Q4: 13,276 shares; 2025Q1: 12,824 shares; 2025Q2: 14,995 shares 14,995 $874K 0.01% +2,171 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,456 shares; 2024Q4: 10,148 shares; 2025Q1: 12,878 shares; 2025Q2: 16,728 shares 16,728 $872K 0.01% +3,850 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,475 shares 6,475 $871K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 3,205 shares; 2025Q1: 2,087 shares; 2025Q2: 3,992 shares 3,992 $871K 0.01% +1,905 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,970 shares; 2024Q4: 4,516 shares; 2025Q1: 4,700 shares; 2025Q2: 4,640 shares 4,640 $866K 0.01% -60 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,729 shares; 2024Q4: 82,028 shares; 2025Q1: 85,800 shares; 2025Q2: 57,078 shares 57,078 $865K 0.01% -28,722 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,999 shares; 2024Q4: 22,156 shares; 2025Q1: 27,837 shares; 2025Q2: 28,687 shares 28,687 $861K 0.01% +850 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,395 shares; 2025Q1: 49,751 shares; 2025Q2: 56,291 shares 56,291 $861K 0.01% +6,540 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,168 shares; 2024Q4: 17,168 shares; 2025Q1: 17,168 shares; 2025Q2: 17,168 shares 17,168 $852K 0.01% 0 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 10,034 shares; 2025Q1: 9,625 shares; 2025Q2: 9,800 shares 9,800 $850K 0.01% +175 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 8,191 shares; 2025Q1: 8,191 shares; 2025Q2: 8,191 shares 8,191 $849K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,260 shares; 2024Q4: 11,683 shares; 2025Q1: 8,501 shares; 2025Q2: 16,137 shares 16,137 $846K 0.01% +7,636 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 3,667 shares; 2025Q1: 3,645 shares; 2025Q2: 3,460 shares 3,460 $846K 0.01% -185 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,593 shares; 2025Q1: 6,220 shares; 2025Q2: 4,849 shares 4,849 $844K 0.01% -1,371 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,878 shares; 2024Q4: 31,845 shares; 2025Q1: 24,187 shares; 2025Q2: 25,091 shares 25,091 $843K 0.01% +904 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 8,609 shares; 2025Q1: 6,945 shares; 2025Q2: 7,114 shares 7,114 $840K 0.01% +169 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,790 shares; 2024Q4: 10,690 shares; 2025Q1: 9,534 shares; 2025Q2: 9,377 shares 9,377 $838K 0.01% -157 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,008 shares; 2024Q4: 21,129 shares; 2025Q1: 20,466 shares; 2025Q2: 22,578 shares 22,578 $831K 0.01% +2,112 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 4,030 shares; 2025Q1: 3,912 shares; 2025Q2: 3,674 shares 3,674 $821K 0.01% -238 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,598 shares; 2024Q4: 16,418 shares; 2025Q1: 16,130 shares; 2025Q2: 13,058 shares 13,058 $818K 0.01% -3,072 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,005 shares; 2024Q4: 16,533 shares; 2025Q1: 15,572 shares; 2025Q2: 14,843 shares 14,843 $818K 0.01% -729 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 6,818 shares; 2025Q1: 7,137 shares; 2025Q2: 7,381 shares 7,381 $815K 0.01% +244 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,851 shares; 2024Q4: 34,527 shares; 2025Q1: 32,426 shares; 2025Q2: 34,246 shares 34,246 $815K 0.01% +1,820 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,467 shares; 2024Q4: 56,006 shares; 2025Q1: 51,441 shares; 2025Q2: 53,815 shares 53,815 $813K 0.01% +2,374 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,011 shares; 2024Q4: 9,326 shares; 2025Q1: 8,428 shares; 2025Q2: 8,850 shares 8,850 $812K 0.01% +422 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,570 shares; 2024Q4: 14,116 shares; 2025Q1: 14,169 shares; 2025Q2: 7,358 shares 7,358 $812K 0.01% -6,811 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,307 shares; 2024Q4: 6,661 shares; 2025Q1: 6,445 shares; 2025Q2: 3,369 shares 3,369 $809K 0.01% -3,076 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,286 shares; 2024Q4: 50,792 shares; 2025Q1: 37,850 shares; 2025Q2: 38,650 shares 38,650 $809K 0.01% +800 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,893 shares; 2024Q4: 10,614 shares; 2025Q1: 8,535 shares; 2025Q2: 12,082 shares 12,082 $806K 0.01% +3,547 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,580 shares; 2025Q1: 1,677 shares; 2025Q2: 5,531 shares 5,531 $803K 0.01% +3,854 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,530 shares; 2024Q4: 8,519 shares; 2025Q1: 8,757 shares; 2025Q2: 10,744 shares 10,744 $801K 0.01% +1,987 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,802 shares; 2024Q4: 286,802 shares; 2025Q1: 286,802 shares; 2025Q2: 286,802 shares 286,802 $800K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,300 shares; 2025Q1: 2,495 shares; 2025Q2: 2,724 shares 2,724 $799K 0.01% +229 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,089 shares; 2024Q4: 6,959 shares; 2025Q1: 6,971 shares; 2025Q2: 9,034 shares 9,034 $793K 0.01% +2,063 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,524 shares; 2025Q1: 1,859 shares; 2025Q2: 1,958 shares 1,958 $791K 0.01% +99 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,805 shares; 2024Q4: 12,555 shares; 2025Q1: 11,892 shares; 2025Q2: 14,598 shares 14,598 $791K 0.01% +2,706 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,686 shares; 2024Q4: 11,116 shares; 2025Q1: 6,521 shares; 2025Q2: 6,378 shares 6,378 $791K 0.01% -143 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,292 shares; 2025Q1: 3,641 shares; 2025Q2: 4,800 shares 4,800 $790K 0.01% +1,159 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,542 shares; 2024Q4: 22,542 shares; 2025Q1: 22,542 shares; 2025Q2: 24,477 shares 24,477 $789K 0.01% +1,935 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 10,059 shares; 2025Q1: 10,133 shares; 2025Q2: 44,232 shares 44,232 $787K 0.01% +34,099 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,165 shares; 2025Q1: 4,516 shares; 2025Q2: 3,313 shares 3,313 $787K 0.01% -1,203 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,040 shares; 2024Q4: 18,036 shares; 2025Q1: 18,317 shares; 2025Q2: 18,012 shares 18,012 $787K 0.01% -305 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,422 shares; 2024Q4: 10,310 shares; 2025Q1: 9,131 shares; 2025Q2: 9,000 shares 9,000 $786K 0.01% -131 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 10,851 shares; 2025Q1: 14,623 shares; 2025Q2: 25,273 shares 25,273 $784K 0.01% +10,650 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 3,041 shares; 2025Q1: 3,094 shares; 2025Q2: 3,281 shares 3,281 $783K 0.01% +187 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: 3,657 shares; 2025Q1: 3,823 shares; 2025Q2: 3,525 shares 3,525 $772K 0.01% -298 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,710 shares; 2025Q2: 25,592 shares 25,592 $771K 0.01% -2,118 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,611 shares; 2025Q1: 5,166 shares; 2025Q2: 2,954 shares 2,954 $771K 0.01% -2,212 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,109 shares; 2024Q4: 34,542 shares; 2025Q1: 14,740 shares; 2025Q2: 25,095 shares 25,095 $770K 0.01% +10,355 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,552 shares; 2024Q4: 20,632 shares; 2025Q1: 20,052 shares; 2025Q2: 21,373 shares 21,373 $770K 0.01% +1,321 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 6,153 shares; 2025Q1: 5,972 shares; 2025Q2: 5,727 shares 5,727 $769K 0.01% -245 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,594 shares; 2024Q4: 7,447 shares; 2025Q1: 6,667 shares; 2025Q2: 6,450 shares 6,450 $768K 0.01% -217 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 7,026 shares; 2025Q1: 2,195 shares; 2025Q2: 5,948 shares 5,948 $765K 0.01% +3,753 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,944 shares; 2025Q1: 1,958 shares; 2025Q2: 2,770 shares 2,770 $762K 0.01% +812 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,198 shares; 2024Q4: 27,521 shares; 2025Q1: 27,284 shares; 2025Q2: 27,786 shares 27,786 $762K 0.01% +502 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,016 shares; 2024Q4: 19,157 shares; 2025Q1: 13,952 shares; 2025Q2: 7,478 shares 7,478 $760K 0.01% -6,474 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,173 shares; 2025Q1: 3,709 shares; 2025Q2: 4,815 shares 4,815 $759K 0.01% +1,106 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,457 shares; 2024Q4: 19,359 shares; 2025Q1: 17,321 shares; 2025Q2: 25,780 shares 25,780 $757K 0.01% +8,459 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,140 shares; 2024Q4: 26,511 shares; 2025Q1: 24,760 shares; 2025Q2: 18,448 shares 18,448 $756K 0.01% -6,312 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 7,134 shares; 2025Q1: 6,815 shares; 2025Q2: 7,831 shares 7,831 $756K 0.01% +1,016 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,352 shares; 2024Q4: 10,766 shares; 2025Q1: 10,758 shares; 2025Q2: 8,053 shares 8,053 $755K 0.01% -2,705 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,096 shares; 2024Q4: 14,429 shares; 2025Q1: 16,166 shares; 2025Q2: 15,526 shares 15,526 $754K 0.01% -640 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,180 shares; 2024Q4: 26,016 shares; 2025Q1: 26,158 shares; 2025Q2: 26,071 shares 26,071 $750K 0.01% -87 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,389 shares; 2025Q1: 4,050 shares; 2025Q2: 3,829 shares 3,829 $743K 0.01% -221 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,778 shares; 2024Q4: 13,523 shares; 2025Q1: 14,846 shares; 2025Q2: 13,227 shares 13,227 $741K 0.01% -1,619 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,488 shares; 2025Q1: 583 shares; 2025Q2: 1,443 shares 1,443 $739K 0.01% +860 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,090 shares; 2024Q4: 22,090 shares; 2025Q1: 22,090 shares; 2025Q2: 17,340 shares 17,340 $733K 0.01% -4,750 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,408 shares; 2025Q1: 12,795 shares; 2025Q2: 38,520 shares 38,520 $733K 0.01% +25,725 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 4,578 shares; 2025Q1: 3,827 shares; 2025Q2: 4,234 shares 4,234 $732K 0.01% +407 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 9,410 shares; 2025Q1: 8,747 shares; 2025Q2: 8,423 shares 8,423 $731K 0.01% -324 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,021 shares; 2025Q2: 7,279 shares 7,279 $727K 0.01% +258 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,626 shares; 2025Q1: 1,615 shares; 2025Q2: 2,361 shares 2,361 $726K 0.01% +746 Timeline CUSHMAN WAKEFIELD PLC CUSHMAN WAKEFIELD PLC More: the full row for CUSHMAN WAKEFIELD PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,537 shares; 2024Q4: 43,748 shares; 2025Q1: 43,090 shares; 2025Q2: 65,503 shares 65,503 $725K 0.01% +22,413 ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 8,504 shares; 2025Q1: 9,546 shares; 2025Q2: 8,700 shares 8,700 $723K 0.01% -846 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,247 shares; 2024Q4: 9,163 shares; 2025Q1: 10,237 shares; 2025Q2: 10,480 shares 10,480 $722K 0.01% +243 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 7,295 shares; 2025Q1: 5,110 shares; 2025Q2: 7,120 shares 7,120 $722K 0.01% +2,010 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,284 shares; 2024Q4: 15,642 shares; 2025Q1: 15,998 shares; 2025Q2: 11,723 shares 11,723 $720K 0.01% -4,275 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,376 shares; 2024Q4: 14,172 shares; 2025Q1: 11,246 shares; 2025Q2: 10,567 shares 10,567 $720K 0.01% -679 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 3,329 shares; 2025Q1: 2,988 shares; 2025Q2: 3,431 shares 3,431 $716K 0.01% +443 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 20,483 shares; 2025Q1: 17,819 shares; 2025Q2: 14,079 shares 14,079 $715K 0.01% -3,740 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,219 shares; 2025Q1: 8,297 shares; 2025Q2: 6,161 shares 6,161 $714K 0.01% -2,136 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,523 shares; 2024Q4: 7,255 shares; 2025Q1: 7,730 shares; 2025Q2: 7,839 shares 7,839 $713K 0.01% +109 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,622 shares; 2024Q4: 94,843 shares; 2025Q1: 62,349 shares; 2025Q2: 36,802 shares 36,802 $713K 0.01% -25,547 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 13,100 shares; 2025Q1: 13,300 shares; 2025Q2: 14,167 shares 14,167 $711K 0.01% +867 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,831 shares; 2024Q4: 15,566 shares; 2025Q1: 16,261 shares; 2025Q2: 15,308 shares 15,308 $710K 0.01% -953 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 5,490 shares; 2025Q1: 7,240 shares; 2025Q2: 7,099 shares 7,099 $710K 0.01% -141 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,756 shares; 2025Q1: 2,066 shares; 2025Q2: 2,020 shares 2,020 $709K 0.01% -46 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 2,754 shares; 2025Q1: 2,671 shares; 2025Q2: 2,621 shares 2,621 $708K 0.01% -50 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,239 shares; 2025Q1: 2,182 shares; 2025Q2: 2,249 shares 2,249 $707K 0.01% +67 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,557 shares; 2024Q4: 9,662 shares; 2025Q1: 9,637 shares; 2025Q2: 9,635 shares 9,635 $706K 0.01% -2 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,513 shares; 2025Q1: 5,318 shares; 2025Q2: 5,281 shares 5,281 $703K 0.01% -37 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,750 shares; 2024Q4: 20,991 shares; 2025Q1: 21,014 shares; 2025Q2: 18,006 shares 18,006 $701K 0.01% -3,008 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,087 shares; 2024Q4: 36,423 shares; 2025Q1: 36,483 shares; 2025Q2: 35,920 shares 35,920 $700K 0.01% -563 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,916 shares; 2024Q4: 21,594 shares; 2025Q1: 20,972 shares; 2025Q2: 22,002 shares 22,002 $700K 0.01% +1,030 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,892 shares; 2025Q1: 3,572 shares; 2025Q2: 5,194 shares 5,194 $698K 0.01% +1,622 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,602 shares; 2024Q4: 12,335 shares; 2025Q1: 10,207 shares; 2025Q2: 12,574 shares 12,574 $696K 0.01% +2,367 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,985 shares; 2024Q4: 23,722 shares; 2025Q1: 20,812 shares; 2025Q2: 24,314 shares 24,314 $696K 0.01% +3,502 Timeline AKO-B EMBOTELLADORA ANDINA S A More: the full row for EMBOTELLADORA ANDINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,570 shares; 2024Q4: 28,570 shares; 2025Q1: 28,570 shares; 2025Q2: 28,570 shares 28,570 $695K 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 10,649 shares; 2025Q1: 9,853 shares; 2025Q2: 11,026 shares 11,026 $692K 0.01% +1,173 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 4,041 shares; 2025Q1: 3,626 shares; 2025Q2: 4,324 shares 4,324 $691K 0.01% +698 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,617 shares; 2024Q4: 39,022 shares; 2025Q1: 39,418 shares; 2025Q2: 27,161 shares 27,161 $690K 0.01% -12,257 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 4,327 shares; 2025Q1: 2,768 shares; 2025Q2: 4,245 shares 4,245 $690K 0.01% +1,477 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 6,452 shares; 2025Q1: 4,992 shares; 2025Q2: 5,395 shares 5,395 $687K 0.01% +403 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 1,762 shares; 2025Q1: 1,444 shares; 2025Q2: 1,346 shares 1,346 $687K 0.01% -98 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 9,570 shares; 2025Q1: 7,270 shares; 2025Q2: 6,774 shares 6,774 $686K 0.01% -496 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,459 shares; 2024Q4: 8,252 shares; 2025Q1: 8,762 shares; 2025Q2: 8,622 shares 8,622 $686K 0.01% -140 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,192 shares; 2025Q1: 8,859 shares; 2025Q2: 16,826 shares 16,826 $684K 0.01% +7,967 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 14,183 shares; 2025Q1: 14,599 shares; 2025Q2: 15,011 shares 15,011 $683K 0.01% +412 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 2,163 shares; 2025Q1: 1,486 shares; 2025Q2: 2,315 shares 2,315 $681K 0.01% +829 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,461 shares; 2024Q4: 6,529 shares; 2025Q1: 4,993 shares; 2025Q2: 2,630 shares 2,630 $681K 0.01% -2,363 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,641 shares; 2024Q4: 9,641 shares; 2025Q1: 9,641 shares; 2025Q2: 9,708 shares 9,708 $679K 0.01% +67 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 7,694 shares; 2025Q1: 7,720 shares; 2025Q2: 8,911 shares 8,911 $677K 0.01% +1,191 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 1,582 shares; 2025Q1: 4,519 shares; 2025Q2: 4,987 shares 4,987 $675K 0.01% +468 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,119 shares; 2024Q4: 89,464 shares; 2025Q1: 91,090 shares; 2025Q2: 58,978 shares 58,978 $670K 0.01% -32,112 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,172 shares; 2024Q4: 12,047 shares; 2025Q1: 12,026 shares; 2025Q2: 11,893 shares 11,893 $670K 0.01% -133 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,293 shares; 2024Q4: 7,948 shares; 2025Q1: 7,801 shares; 2025Q2: 7,650 shares 7,650 $669K 0.01% -151 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,550 shares; 2024Q4: 22,550 shares; 2025Q1: 22,780 shares; 2025Q2: 22,780 shares 22,780 $665K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 12,079 shares; 2025Q1: 6,347 shares; 2025Q2: 12,773 shares 12,773 $663K 0.01% +6,426 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 8,350 shares; 2025Q1: 8,067 shares; 2025Q2: 10,287 shares 10,287 $662K 0.01% +2,220 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 14,462 shares; 2025Q1: 7,056 shares; 2025Q2: 14,404 shares 14,404 $661K 0.01% +7,348 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 44 shares; 2025Q1: 60 shares; 2025Q2: 89 shares 89 $657K 0.01% +29 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 17,077 shares; 2025Q1: 16,882 shares; 2025Q2: 16,060 shares 16,060 $655K 0.01% -822 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: 3,663 shares; 2025Q1: 3,687 shares; 2025Q2: 3,593 shares 3,593 $652K 0.01% -94 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,068 shares; 2024Q4: 18,505 shares; 2025Q1: 17,702 shares; 2025Q2: 19,696 shares 19,696 $651K 0.01% +1,994 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 5,741 shares; 2025Q1: 5,377 shares; 2025Q2: 5,019 shares 5,019 $642K 0.01% -358 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,136 shares; 2024Q4: 22,322 shares; 2025Q1: 22,659 shares; 2025Q2: 22,515 shares 22,515 $641K 0.01% -144 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 1,644 shares; 2025Q1: 1,123 shares; 2025Q2: 1,342 shares 1,342 $640K 0.01% +219 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,336 shares; 2024Q4: 45,562 shares; 2025Q1: 43,296 shares; 2025Q2: 36,572 shares 36,572 $637K 0.01% -6,724 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 6,629 shares; 2025Q1: 5,031 shares; 2025Q2: 6,017 shares 6,017 $636K 0.01% +986 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,896 shares; 2024Q4: 70,832 shares; 2025Q1: 57,794 shares; 2025Q2: 45,714 shares 45,714 $634K 0.01% -12,080 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,419 shares; 2024Q4: 36,123 shares; 2025Q1: 38,459 shares; 2025Q2: 37,287 shares 37,287 $632K 0.01% -1,172 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 12,787 shares; 2025Q1: 14,976 shares; 2025Q2: 20,316 shares 20,316 $632K 0.01% +5,340 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 6,863 shares; 2025Q1: 6,863 shares; 2025Q2: 8,484 shares 8,484 $631K 0.01% +1,621 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,986 shares; 2025Q1: 11,213 shares; 2025Q2: 9,242 shares 9,242 $631K 0.01% -1,971 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 11,324 shares; 2025Q1: 9,914 shares; 2025Q2: 11,893 shares 11,893 $628K 0.01% +1,979 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,985 shares; 2024Q4: 8,056 shares; 2025Q1: 6,614 shares; 2025Q2: 7,766 shares 7,766 $627K 0.01% +1,152 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,827 shares; 2024Q4: 12,226 shares; 2025Q1: 11,963 shares; 2025Q2: 10,905 shares 10,905 $626K 0.01% -1,058 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,160 shares; 2024Q4: 76,120 shares; 2025Q1: 77,101 shares; 2025Q2: 56,897 shares 56,897 $625K 0.01% -20,204 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,444 shares; 2024Q4: 8,254 shares; 2025Q1: 8,584 shares; 2025Q2: 9,021 shares 9,021 $625K 0.01% +437 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,496 shares; 2024Q4: 27,832 shares; 2025Q1: 20,296 shares; 2025Q2: 24,596 shares 24,596 $624K 0.01% +4,300 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,075 shares; 2024Q4: 36,925 shares; 2025Q1: 53,046 shares; 2025Q2: 105,806 shares 105,806 $624K 0.01% +52,760 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: not reported; 2025Q1: 3,360 shares; 2025Q2: 8,500 shares 8,500 $623K 0.01% +5,140 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,688 shares; 2024Q4: 11,608 shares; 2025Q1: 8,461 shares; 2025Q2: 11,469 shares 11,469 $623K 0.01% +3,008 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,486 shares 21,486 $622K 0.01% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,458 shares; 2024Q4: 12,259 shares; 2025Q1: 12,664 shares; 2025Q2: 22,515 shares 22,515 $622K 0.01% +9,851 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,809 shares; 2024Q4: 55,803 shares; 2025Q1: 38,491 shares; 2025Q2: 46,118 shares 46,118 $621K 0.01% +7,627 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 10,267 shares; 2025Q1: 3,284 shares; 2025Q2: 8,506 shares 8,506 $619K 0.01% +5,222 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 221 shares; 2025Q1: 214 shares; 2025Q2: 315 shares 315 $616K 0.01% +101 Timeline OXFORD LANE CAP CORP OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,049 shares; 2025Q1: 145,590 shares; 2025Q2: 146,408 shares 146,408 $615K 0.01% +818 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 13,704 shares; 2025Q1: 12,109 shares; 2025Q2: 13,713 shares 13,713 $614K 0.01% +1,604 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,351 shares; 2024Q4: 8,199 shares; 2025Q1: 6,097 shares; 2025Q2: 6,669 shares 6,669 $614K 0.01% +572 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 5,442 shares; 2025Q1: 3,877 shares; 2025Q2: 5,878 shares 5,878 $612K 0.01% +2,001 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,644 shares; 2024Q4: 42,852 shares; 2025Q1: 43,436 shares; 2025Q2: 29,093 shares 29,093 $610K 0.01% -14,343 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,293 shares; 2025Q1: 4,062 shares; 2025Q2: 4,060 shares 4,060 $608K 0.01% -2 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,702 shares; 2024Q4: 8,480 shares; 2025Q1: 8,177 shares; 2025Q2: 7,304 shares 7,304 $608K 0.01% -873 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,656 shares; 2024Q4: 20,599 shares; 2025Q1: 18,656 shares; 2025Q2: 18,134 shares 18,134 $607K 0.01% -522 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,292 shares; 2025Q1: 996 shares; 2025Q2: 1,847 shares 1,847 $605K 0.01% +851 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 4,978 shares; 2025Q1: not reported; 2025Q2: 4,772 shares 4,772 $603K 0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 1,244 shares; 2025Q1: not reported; 2025Q2: 2,045 shares 2,045 $603K 0.01% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 7,454 shares; 2025Q1: 7,521 shares; 2025Q2: 7,022 shares 7,022 $602K 0.01% -499 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,089 shares; 2024Q4: 21,841 shares; 2025Q1: 24,182 shares; 2025Q2: 26,158 shares 26,158 $602K 0.01% +1,976 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 6,692 shares; 2025Q1: 5,557 shares; 2025Q2: 9,402 shares 9,402 $602K 0.01% +3,845 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,897 shares; 2024Q4: 37,722 shares; 2025Q1: 33,051 shares; 2025Q2: 35,458 shares 35,458 $601K 0.01% +2,407 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,508 shares; 2025Q1: 5,309 shares; 2025Q2: 11,954 shares 11,954 $600K 0.01% +6,645 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 7,999 shares; 2025Q1: 7,889 shares; 2025Q2: 7,971 shares 7,971 $597K 0.01% +82 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,745 shares; 2024Q4: 10,810 shares; 2025Q1: 10,465 shares; 2025Q2: 10,487 shares 10,487 $597K 0.01% +22 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 11,837 shares; 2025Q1: 9,818 shares; 2025Q2: 9,320 shares 9,320 $597K 0.01% -498 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 3,212 shares; 2025Q1: 3,755 shares; 2025Q2: 3,647 shares 3,647 $596K 0.01% -108 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 2,937 shares; 2025Q1: 1,415 shares; 2025Q2: 2,573 shares 2,573 $595K 0.01% +1,158 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 9,618 shares; 2025Q1: 9,618 shares; 2025Q2: 9,618 shares 9,618 $593K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 8,975 shares; 2025Q1: 5,839 shares; 2025Q2: 4,821 shares 4,821 $591K 0.01% -1,018 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,624 shares; 2024Q4: 71,812 shares; 2025Q1: 71,412 shares; 2025Q2: 71,412 shares 71,412 $591K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 3,652 shares; 2025Q1: 4,106 shares; 2025Q2: 3,331 shares 3,331 $590K 0.01% -775 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,926 shares; 2024Q4: 16,944 shares; 2025Q1: 12,291 shares; 2025Q2: 16,100 shares 16,100 $586K 0.01% +3,809 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,719 shares; 2025Q1: 2,538 shares; 2025Q2: 3,089 shares 3,089 $586K 0.01% +551 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,840 shares; 2024Q4: 21,839 shares; 2025Q1: 10,442 shares; 2025Q2: 11,225 shares 11,225 $585K 0.01% +783 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 20,630 shares; 2025Q1: 20,221 shares; 2025Q2: 18,061 shares 18,061 $583K 0.01% -2,160 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 3,988 shares; 2025Q1: 4,296 shares; 2025Q2: 4,201 shares 4,201 $582K 0.01% -95 FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 5,902 shares; 2025Q1: 2,045 shares; 2025Q2: 2,661 shares 2,661 $582K 0.01% +616 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,325 shares; 2024Q4: 24,350 shares; 2025Q1: 26,850 shares; 2025Q2: 22,350 shares 22,350 $581K 0.01% -4,500 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 4,283 shares; 2025Q1: 1,620 shares; 2025Q2: 3,216 shares 3,216 $579K 0.01% +1,596 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,432 shares; 2024Q4: 13,791 shares; 2025Q1: 13,869 shares; 2025Q2: 13,932 shares 13,932 $578K 0.01% +63 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,752 shares; 2024Q4: 6,410 shares; 2025Q1: 6,466 shares; 2025Q2: 11,049 shares 11,049 $578K 0.01% +4,583 Timeline CHINA FD INC CHINA FD INC More: the full row for CHINA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,320 shares; 2024Q4: 38,320 shares; 2025Q1: 38,838 shares; 2025Q2: 38,838 shares 38,838 $578K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 4,574 shares; 2025Q1: 4,540 shares; 2025Q2: 4,518 shares 4,518 $576K 0.01% -22 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,380 shares; 2024Q4: 13,914 shares; 2025Q1: 12,844 shares; 2025Q2: 12,923 shares 12,923 $576K 0.01% +79 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,958 shares; 2024Q4: 6,738 shares; 2025Q1: 5,303 shares; 2025Q2: 4,792 shares 4,792 $575K 0.01% -511 Timeline LEGG MASON ETF INVT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,960 shares; 2024Q4: 24,235 shares; 2025Q1: 24,085 shares; 2025Q2: 23,695 shares 23,695 $575K 0.01% -390 HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,556 shares; 2024Q4: 28,965 shares; 2025Q1: 25,685 shares; 2025Q2: 18,925 shares 18,925 $572K 0.01% -6,760 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,865 shares; 2024Q4: 26,935 shares; 2025Q1: 26,741 shares; 2025Q2: 14,005 shares 14,005 $572K 0.01% -12,736 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,353 shares; 2024Q4: 12,313 shares; 2025Q1: 10,774 shares; 2025Q2: 9,553 shares 9,553 $571K 0.01% -1,221 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,721 shares; 2024Q4: 11,961 shares; 2025Q1: 12,047 shares; 2025Q2: 11,691 shares 11,691 $571K 0.01% -356 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,436 shares; 2024Q4: 15,666 shares; 2025Q1: 17,355 shares; 2025Q2: 16,484 shares 16,484 $570K 0.01% -871 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,951 shares; 2024Q4: 40,512 shares; 2025Q1: 40,134 shares; 2025Q2: 38,862 shares 38,862 $569K 0.01% -1,272 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,860 shares; 2024Q4: 51,557 shares; 2025Q1: 36,552 shares; 2025Q2: 24,465 shares 24,465 $568K 0.01% -12,087 Timeline ZTO ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,885 shares; 2024Q4: 33,709 shares; 2025Q1: 33,351 shares; 2025Q2: 31,947 shares 31,947 $567K 0.01% -1,404 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,482 shares; 2024Q4: 98,361 shares; 2025Q1: 101,081 shares; 2025Q2: 101,673 shares 101,673 $565K 0.01% +592 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,661 shares; 2024Q4: 14,938 shares; 2025Q1: 14,938 shares; 2025Q2: 17,239 shares 17,239 $563K 0.01% +2,301 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,864 shares; 2024Q4: 16,260 shares; 2025Q1: 11,775 shares; 2025Q2: 14,843 shares 14,843 $562K 0.01% +3,068 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,062 shares; 2025Q1: 1,233 shares; 2025Q2: 1,246 shares 1,246 $562K 0.01% +13 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,953 shares; 2024Q4: 9,310 shares; 2025Q1: 8,243 shares; 2025Q2: 7,533 shares 7,533 $559K 0.01% -710 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,875 shares; 2024Q4: 25,381 shares; 2025Q1: 25,252 shares; 2025Q2: 17,627 shares 17,627 $555K 0.01% -7,625 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 5,677 shares; 2025Q1: 3,018 shares; 2025Q2: 4,860 shares 4,860 $555K 0.01% +1,842 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,491 shares; 2025Q1: 2,816 shares; 2025Q2: 2,902 shares 2,902 $548K 0.01% +86 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 9,905 shares; 2025Q1: 9,849 shares; 2025Q2: 5,087 shares 5,087 $548K 0.01% -4,762 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 4,029 shares; 2025Q1: 3,421 shares; 2025Q2: 3,569 shares 3,569 $547K 0.01% +148 Timeline FPH FIVE POINT HOLDINGS LLC More: the full row for FIVE POINT HOLDINGS LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 99,500 shares; 2025Q2: 99,500 shares 99,500 $547K 0.01% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 5,617 shares; 2025Q1: 14,430 shares; 2025Q2: 14,280 shares 14,280 $547K 0.01% -150 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,477 shares; 2024Q4: 6,479 shares; 2025Q1: 5,887 shares; 2025Q2: 7,324 shares 7,324 $546K 0.01% +1,437 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,529 shares; 2024Q4: 11,620 shares; 2025Q1: 11,706 shares; 2025Q2: 9,721 shares 9,721 $545K 0.01% -1,985 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 8,977 shares; 2025Q1: 9,115 shares; 2025Q2: 9,951 shares 9,951 $543K 0.01% +836 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 8,864 shares; 2025Q1: 8,935 shares; 2025Q2: 9,974 shares 9,974 $543K 0.01% +1,039 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,762 shares; 2025Q1: 2,701 shares; 2025Q2: 2,693 shares 2,693 $542K 0.01% -8 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,543 shares; 2024Q4: 46,121 shares; 2025Q1: 52,172 shares; 2025Q2: 53,875 shares 53,875 $541K 0.01% +1,703 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,365 shares; 2024Q4: 14,815 shares; 2025Q1: 13,483 shares; 2025Q2: 13,483 shares 13,483 $541K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,557 shares; 2024Q4: 13,232 shares; 2025Q1: 13,285 shares; 2025Q2: 7,104 shares 7,104 $539K 0.01% -6,181 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,444 shares; 2024Q4: 13,780 shares; 2025Q1: 13,780 shares; 2025Q2: 15,618 shares 15,618 $537K 0.01% +1,838 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,867 shares; 2024Q4: 11,515 shares; 2025Q1: 10,850 shares; 2025Q2: 13,348 shares 13,348 $537K 0.01% +2,498 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 13,120 shares; 2025Q1: 15,320 shares; 2025Q2: 17,828 shares 17,828 $537K 0.01% +2,508 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,774 shares; 2025Q1: not reported; 2025Q2: 4,054 shares 4,054 $537K 0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,100 shares; 2024Q4: 92,100 shares; 2025Q1: 92,100 shares; 2025Q2: 92,100 shares 92,100 $536K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,296 shares; 2025Q1: 1,600 shares; 2025Q2: 1,855 shares 1,855 $536K 0.01% +255 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 5,973 shares; 2025Q1: 7,041 shares; 2025Q2: 6,843 shares 6,843 $533K 0.01% -198 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,569 shares; 2024Q4: 21,814 shares; 2025Q1: 26,040 shares; 2025Q2: 25,794 shares 25,794 $533K 0.01% -246 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,485 shares; 2025Q1: 2,189 shares; 2025Q2: 2,531 shares 2,531 $531K 0.01% +342 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,633 shares; 2025Q1: 6,342 shares; 2025Q2: 6,918 shares 6,918 $529K 0.01% +576 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: not reported; 2025Q1: 1,108 shares; 2025Q2: 2,536 shares 2,536 $528K 0.01% +1,428 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,303 shares; 2024Q4: 4,622 shares; 2025Q1: 4,092 shares; 2025Q2: 3,868 shares 3,868 $526K 0.01% -224 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,441 shares; 2024Q4: 15,155 shares; 2025Q1: 14,027 shares; 2025Q2: 14,170 shares 14,170 $526K 0.01% +143 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,157 shares; 2024Q4: 19,853 shares; 2025Q1: 16,064 shares; 2025Q2: 28,847 shares 28,847 $525K 0.01% +12,783 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,567 shares; 2024Q4: 26,115 shares; 2025Q1: 19,883 shares; 2025Q2: 19,937 shares 19,937 $525K 0.01% +54 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 3,516 shares; 2025Q1: 3,417 shares; 2025Q2: 1,699 shares 1,699 $524K 0.01% -1,718 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 883 shares; 2025Q1: not reported; 2025Q2: 1,395 shares 1,395 $521K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,666 shares; 2024Q4: 6,769 shares; 2025Q1: 4,863 shares; 2025Q2: 5,154 shares 5,154 $520K 0.01% +291 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 7,912 shares; 2025Q1: 11,601 shares; 2025Q2: 18,152 shares 18,152 $519K 0.01% +6,551 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,525 shares; 2024Q4: 18,634 shares; 2025Q1: 17,549 shares; 2025Q2: 20,992 shares 20,992 $519K 0.01% +3,443 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 7,025 shares; 2025Q1: 7,023 shares; 2025Q2: 2,904 shares 2,904 $519K 0.01% -4,119 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,185 shares; 2025Q1: 9,617 shares; 2025Q2: 11,187 shares 11,187 $518K 0.01% +1,570 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,897 shares; 2024Q4: 86,746 shares; 2025Q1: 77,205 shares; 2025Q2: 99,892 shares 99,892 $517K 0.01% +22,687 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,464 shares; 2024Q4: 50,582 shares; 2025Q1: 52,644 shares; 2025Q2: 44,223 shares 44,223 $517K 0.01% -8,421 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 18,571 shares; 2025Q1: 20,953 shares; 2025Q2: 21,072 shares 21,072 $517K 0.01% +119 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,377 shares; 2024Q4: 10,308 shares; 2025Q1: 10,236 shares; 2025Q2: 12,975 shares 12,975 $515K 0.01% +2,739 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 14,936 shares; 2025Q1: 14,792 shares; 2025Q2: 14,436 shares 14,436 $514K 0.01% -356 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 8,954 shares; 2025Q1: 10,120 shares; 2025Q2: 8,050 shares 8,050 $513K 0.01% -2,070 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,919 shares; 2024Q4: 9,367 shares; 2025Q1: 5,836 shares; 2025Q2: 6,238 shares 6,238 $513K 0.01% +402 Timeline FOOT LOCKER INC FOOT LOCKER INC More: the full row for FOOT LOCKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,681 shares; 2024Q4: 23,546 shares; 2025Q1: 20,030 shares; 2025Q2: 20,720 shares 20,720 $508K 0.01% +690 DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,766 shares; 2024Q4: 8,783 shares; 2025Q1: 8,640 shares; 2025Q2: 9,584 shares 9,584 $507K 0.01% +944 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 16,070 shares; 2025Q1: 12,681 shares; 2025Q2: 10,136 shares 10,136 $506K 0.01% -2,545 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 2,975 shares; 2025Q1: 4,670 shares; 2025Q2: 4,910 shares 4,910 $506K 0.01% +240 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 5,562 shares; 2025Q1: 6,007 shares; 2025Q2: 5,931 shares 5,931 $505K 0.01% -76 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,369 shares; 2025Q1: 1,566 shares; 2025Q2: 1,760 shares 1,760 $503K 0.01% +194 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 3,765 shares; 2025Q1: 2,704 shares; 2025Q2: 4,002 shares 4,002 $503K 0.01% +1,298 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,079 shares 3,079 $502K 0.01% new Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,048 shares; 2024Q4: 14,329 shares; 2025Q1: 17,776 shares; 2025Q2: 21,648 shares 21,648 $499K 0.01% +3,872 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 3,662 shares; 2025Q1: 2,601 shares; 2025Q2: 2,763 shares 2,763 $498K 0.01% +162 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: 5,000 shares; 2025Q1: 3,798 shares; 2025Q2: 4,256 shares 4,256 $498K 0.01% +458 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,158 shares; 2024Q4: 33,469 shares; 2025Q1: 23,808 shares; 2025Q2: 22,805 shares 22,805 $497K 0.01% -1,003 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 4,338 shares; 2025Q1: 2,697 shares; 2025Q2: 3,151 shares 3,151 $497K 0.01% +454 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,455 shares; 2024Q4: 41,897 shares; 2025Q1: 37,419 shares; 2025Q2: 36,456 shares 36,456 $497K 0.01% -963 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,625 shares; 2024Q4: 17,714 shares; 2025Q1: 17,275 shares; 2025Q2: 10,097 shares 10,097 $497K 0.01% -7,178 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 12,387 shares; 2025Q1: 9,554 shares; 2025Q2: 10,566 shares 10,566 $493K 0.01% +1,012 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 6,800 shares; 2025Q1: 8,209 shares; 2025Q2: 9,553 shares 9,553 $493K 0.01% +1,344 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 4,964 shares; 2025Q1: 6,076 shares; 2025Q2: 8,403 shares 8,403 $492K 0.01% +2,327 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,909 shares; 2024Q4: 21,139 shares; 2025Q1: 17,394 shares; 2025Q2: 23,838 shares 23,838 $491K 0.01% +6,444 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,004 shares; 2025Q1: 992 shares; 2025Q2: 882 shares 882 $491K 0.01% -110 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 1,889 shares; 2025Q1: 2,018 shares; 2025Q2: 2,053 shares 2,053 $490K 0.01% +35 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,024 shares; 2025Q1: 6,945 shares; 2025Q2: 6,971 shares 6,971 $490K 0.01% +26 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,671 shares; 2024Q4: 10,787 shares; 2025Q1: 11,015 shares; 2025Q2: 9,947 shares 9,947 $488K 0.01% -1,068 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,931 shares; 2024Q4: 54,931 shares; 2025Q1: 51,511 shares; 2025Q2: 50,011 shares 50,011 $488K 0.01% -1,500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,086 shares; 2025Q1: 852 shares; 2025Q2: 910 shares 910 $487K 0.01% +58 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,685 shares; 2024Q4: 12,971 shares; 2025Q1: 13,243 shares; 2025Q2: 12,524 shares 12,524 $486K 0.01% -719 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,692 shares; 2024Q4: 9,130 shares; 2025Q1: 9,648 shares; 2025Q2: 8,612 shares 8,612 $486K 0.01% -1,036 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,727 shares; 2024Q4: 46,677 shares; 2025Q1: 49,330 shares; 2025Q2: 48,910 shares 48,910 $484K 0.01% -420 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,895 shares; 2024Q4: 31,732 shares; 2025Q1: 22,775 shares; 2025Q2: 15,843 shares 15,843 $483K 0.01% -6,932 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,433 shares; 2024Q4: 51,219 shares; 2025Q1: 51,130 shares; 2025Q2: 29,662 shares 29,662 $483K 0.01% -21,468 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,891 shares; 2024Q4: 20,951 shares; 2025Q1: 20,756 shares; 2025Q2: 23,989 shares 23,989 $481K 0.01% +3,233 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,220 shares; 2025Q1: 4,944 shares; 2025Q2: 10,214 shares 10,214 $481K 0.01% +5,270 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 9,032 shares; 2025Q1: 9,404 shares; 2025Q2: 10,583 shares 10,583 $479K 0.01% +1,179 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,038 shares; 2024Q4: 103,388 shares; 2025Q1: 74,838 shares; 2025Q2: 64,180 shares 64,180 $479K 0.01% -10,658 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,568 shares; 2024Q4: 9,284 shares; 2025Q1: 5,591 shares; 2025Q2: 8,040 shares 8,040 $475K 0.01% +2,449 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,284 shares; 2024Q4: 6,149 shares; 2025Q1: 6,166 shares; 2025Q2: 6,731 shares 6,731 $474K 0.01% +565 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 4,597 shares; 2025Q1: 5,958 shares; 2025Q2: 6,177 shares 6,177 $474K 0.01% +219 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,418 shares; 2024Q4: 12,633 shares; 2025Q1: 10,544 shares; 2025Q2: 10,654 shares 10,654 $473K 0.01% +110 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,027 shares 9,027 $470K 0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,685 shares; 2024Q4: 29,604 shares; 2025Q1: 31,300 shares; 2025Q2: 33,153 shares 33,153 $469K 0.01% +1,853 Timeline MLAB MESA LABS INC More: the full row for MESA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 5,052 shares; 2025Q1: 4,887 shares; 2025Q2: 4,971 shares 4,971 $468K 0.01% +84 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,283 shares; 2025Q1: not reported; 2025Q2: 9,496 shares 9,496 $468K 0.01% new Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,539 shares; 2025Q1: 3,425 shares; 2025Q2: 6,336 shares 6,336 $467K 0.01% +2,911 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,535 shares; 2025Q1: 5,280 shares; 2025Q2: 4,117 shares 4,117 $466K 0.01% -1,163 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 4,286 shares; 2025Q1: 4,126 shares; 2025Q2: 3,798 shares 3,798 $465K 0.01% -328 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 381 shares; 2025Q1: 410 shares; 2025Q2: 440 shares 440 $465K 0.01% +30 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,331 shares; 2024Q4: 39,684 shares; 2025Q1: 32,994 shares; 2025Q2: 29,835 shares 29,835 $464K 0.01% -3,159 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,598 shares; 2025Q1: 1,493 shares; 2025Q2: 1,723 shares 1,723 $464K 0.01% +230 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,415 shares; 2024Q4: 20,959 shares; 2025Q1: 20,186 shares; 2025Q2: 16,066 shares 16,066 $463K 0.01% -4,120 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,464 shares; 2025Q1: 2,405 shares; 2025Q2: 2,249 shares 2,249 $462K 0.01% -156 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,315 shares; 2024Q4: 40,693 shares; 2025Q1: 28,325 shares; 2025Q2: 32,103 shares 32,103 $458K 0.01% +3,778 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,840 shares; 2024Q4: 55,983 shares; 2025Q1: 56,391 shares; 2025Q2: 56,312 shares 56,312 $458K 0.01% -79 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,277 shares; 2024Q4: 8,291 shares; 2025Q1: 8,469 shares; 2025Q2: 8,293 shares 8,293 $457K 0.01% -176 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,188 shares; 2024Q4: 13,489 shares; 2025Q1: 12,667 shares; 2025Q2: 11,842 shares 11,842 $457K 0.01% -825 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 10,413 shares; 2025Q1: 10,500 shares; 2025Q2: 10,442 shares 10,442 $457K 0.01% -58 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,415 shares 19,415 $456K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 3,854 shares; 2025Q1: 3,650 shares; 2025Q2: 3,524 shares 3,524 $456K 0.01% -126 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,912 shares; 2024Q4: 13,998 shares; 2025Q1: 13,430 shares; 2025Q2: 13,519 shares 13,519 $455K 0.01% +89 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,388 shares; 2025Q1: 1,737 shares; 2025Q2: 2,055 shares 2,055 $455K 0.01% +318 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,797 shares; 2024Q4: 50,337 shares; 2025Q1: 38,250 shares; 2025Q2: 37,858 shares 37,858 $454K 0.01% -392 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,249 shares; 2025Q1: not reported; 2025Q2: 1,441 shares 1,441 $452K 0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,016 shares; 2024Q4: 10,105 shares; 2025Q1: 9,963 shares; 2025Q2: 9,088 shares 9,088 $452K 0.01% -875 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,114 shares; 2024Q4: 13,999 shares; 2025Q1: 14,108 shares; 2025Q2: 15,818 shares 15,818 $452K 0.01% +1,710 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 2,846 shares; 2025Q1: 1,797 shares; 2025Q2: 2,561 shares 2,561 $451K 0.01% +764 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,385 shares; 2024Q4: 15,541 shares; 2025Q1: 13,841 shares; 2025Q2: 14,099 shares 14,099 $450K 0.01% +258 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,725 shares; 2025Q2: 3,113 shares 3,113 $449K 0.01% +1,388 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: not reported; 2025Q1: 1,438 shares; 2025Q2: 2,636 shares 2,636 $448K 0.01% +1,198 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,690 shares; 2025Q1: not reported; 2025Q2: 3,300 shares 3,300 $448K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,346 shares; 2024Q4: 23,035 shares; 2025Q1: 20,055 shares; 2025Q2: 20,357 shares 20,357 $447K 0.01% +302 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,039 shares; 2025Q1: 5,053 shares; 2025Q2: 5,006 shares 5,006 $447K 0.01% -47 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,348 shares; 2024Q4: 25,026 shares; 2025Q1: 22,735 shares; 2025Q2: 27,951 shares 27,951 $447K 0.01% +5,216 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 2,158 shares; 2025Q1: 1,213 shares; 2025Q2: 2,475 shares 2,475 $446K 0.01% +1,262 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 10,369 shares; 2025Q1: 7,000 shares; 2025Q2: 14,738 shares 14,738 $446K 0.01% +7,738 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,724 shares; 2025Q1: 5,577 shares; 2025Q2: 5,718 shares 5,718 $446K 0.01% +141 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,060 shares; 2024Q4: 8,865 shares; 2025Q1: 4,038 shares; 2025Q2: 7,376 shares 7,376 $446K 0.01% +3,338 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,946 shares 7,946 $445K 0.01% new Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,142 shares; 2024Q4: 12,072 shares; 2025Q1: 12,043 shares; 2025Q2: 11,919 shares 11,919 $443K 0.01% -124 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,317 shares; 2024Q4: 10,252 shares; 2025Q1: 10,345 shares; 2025Q2: 10,759 shares 10,759 $442K 0.01% +414 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,433 shares 15,433 $440K 0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,567 shares; 2024Q4: 5,622 shares; 2025Q1: 5,381 shares; 2025Q2: 5,672 shares 5,672 $437K 0.01% +291 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 2,247 shares; 2025Q1: 2,624 shares; 2025Q2: 2,946 shares 2,946 $436K 0.01% +322 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,044 shares; 2025Q1: 5,390 shares; 2025Q2: 4,941 shares 4,941 $434K 0.01% -449 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 9,435 shares; 2025Q1: 5,012 shares; 2025Q2: 10,036 shares 10,036 $433K 0.01% +5,024 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 16,501 shares; 2025Q1: 17,445 shares; 2025Q2: 13,559 shares 13,559 $431K 0.01% -3,886 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,722 shares; 2025Q1: 40,340 shares; 2025Q2: 25,437 shares 25,437 $428K 0.01% -14,903 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 5,902 shares; 2025Q1: not reported; 2025Q2: 2,701 shares 2,701 $428K 0.01% new Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,867 shares; 2024Q4: 8,029 shares; 2025Q1: 7,943 shares; 2025Q2: 6,949 shares 6,949 $427K 0.01% -994 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 4,378 shares; 2025Q1: 4,484 shares; 2025Q2: 4,681 shares 4,681 $427K 0.01% +197 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 3,446 shares; 2025Q1: not reported; 2025Q2: 6,468 shares 6,468 $427K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 5,494 shares; 2025Q1: 5,805 shares; 2025Q2: 6,731 shares 6,731 $426K 0.01% +926 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 1,970 shares; 2025Q1: not reported; 2025Q2: 3,244 shares 3,244 $426K 0.01% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,536 shares; 2025Q1: 21,657 shares; 2025Q2: 19,935 shares 19,935 $425K 0.01% -1,722 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,322 shares; 2024Q4: 51,650 shares; 2025Q1: 41,256 shares; 2025Q2: 38,504 shares 38,504 $425K 0.01% -2,752 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,429 shares; 2024Q4: 11,900 shares; 2025Q1: 12,295 shares; 2025Q2: 11,596 shares 11,596 $424K 0.01% -699 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,356 shares; 2024Q4: 27,391 shares; 2025Q1: 27,393 shares; 2025Q2: 27,393 shares 27,393 $424K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,578 shares; 2025Q2: 11,427 shares 11,427 $423K 0.01% -151 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,869 shares; 2024Q4: 7,112 shares; 2025Q1: 7,142 shares; 2025Q2: 7,180 shares 7,180 $422K 0.01% +38 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,187 shares; 2025Q1: 3,115 shares; 2025Q2: 3,109 shares 3,109 $422K 0.01% -6 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 2,197 shares; 2025Q1: 1,563 shares; 2025Q2: 1,626 shares 1,626 $422K 0.01% +63 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 3,693 shares; 2025Q1: 3,475 shares; 2025Q2: 3,397 shares 3,397 $420K 0.01% -78 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,408 shares; 2025Q1: 1,286 shares; 2025Q2: 1,327 shares 1,327 $416K 0.01% +41 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,008 shares; 2025Q1: 3,770 shares; 2025Q2: 3,731 shares 3,731 $415K 0.01% -39 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,725 shares; 2024Q4: 36,890 shares; 2025Q1: 36,759 shares; 2025Q2: 35,986 shares 35,986 $415K 0.01% -773 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,197 shares 5,197 $415K 0.01% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,938 shares; 2024Q4: 2,049 shares; 2025Q1: 1,844 shares; 2025Q2: 2,093 shares 2,093 $413K 0.01% +249 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,566 shares; 2024Q4: 8,237 shares; 2025Q1: 11,502 shares; 2025Q2: 12,596 shares 12,596 $412K 0.01% +1,094 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 2,373 shares; 2025Q1: not reported; 2025Q2: 2,799 shares 2,799 $411K 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 1,218 shares 1,218 $410K 0.01% +184 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,540 shares; 2024Q4: 25,448 shares; 2025Q1: 21,959 shares; 2025Q2: 19,321 shares 19,321 $410K 0.01% -2,638 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,984 shares; 2024Q4: 32,562 shares; 2025Q1: 46,095 shares; 2025Q2: 35,698 shares 35,698 $409K 0.01% -10,397 Timeline JUNIPER NETWORKS INC JUNIPER NETWORKS INC More: the full row for JUNIPER NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,190 shares; 2024Q4: 11,766 shares; 2025Q1: 10,412 shares; 2025Q2: 10,203 shares 10,203 $408K 0.01% -209 WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,944 shares; 2025Q1: not reported; 2025Q2: 14,944 shares 14,944 $407K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 5,546 shares; 2025Q1: 4,900 shares; 2025Q2: 4,725 shares 4,725 $406K 0.01% -175 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,634 shares; 2024Q4: 29,741 shares; 2025Q1: 29,313 shares; 2025Q2: 29,432 shares 29,432 $406K 0.01% +119 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,120 shares; 2024Q4: 75,380 shares; 2025Q1: 81,411 shares; 2025Q2: 95,440 shares 95,440 $406K 0.01% +14,029 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 7,411 shares; 2025Q1: 7,411 shares; 2025Q2: 7,926 shares 7,926 $404K 0.01% +515 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,708 shares 13,708 $404K 0.01% new Timeline