IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,427 shares; 2024Q4: 8,779 shares; 2025Q1: 10,067 shares; 2025Q2: 10,934 shares; 2025Q3: 9,432 shares; 2025Q4: 9,322 shares 9,322 $896K 0.01% -110 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,632 shares; 2024Q4: 15,802 shares; 2025Q1: 16,248 shares; 2025Q2: 16,891 shares; 2025Q3: 17,933 shares; 2025Q4: 18,661 shares 18,661 $896K 0.01% +728 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 425 shares; 2025Q1: 373 shares; 2025Q2: 965 shares; 2025Q3: 900 shares; 2025Q4: 988 shares 988 $895K 0.01% +88 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 152 shares; 2025Q1: 1,316 shares; 2025Q2: 1,680 shares; 2025Q3: 8,248 shares; 2025Q4: 14,804 shares 14,804 $889K 0.01% +6,556 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 4,403 shares; 2025Q1: 1,339 shares; 2025Q2: 1,609 shares; 2025Q3: 1,907 shares; 2025Q4: 3,502 shares 3,502 $888K 0.01% +1,595 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 984 shares; 2025Q3: 54,054 shares; 2025Q4: 49,262 shares 49,262 $887K 0.01% -4,792 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,281 shares; 2025Q1: 3,933 shares; 2025Q2: 6,095 shares; 2025Q3: 6,892 shares; 2025Q4: 7,799 shares 7,799 $882K 0.01% +907 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 6,383 shares; 2025Q1: 7,408 shares; 2025Q2: 8,011 shares; 2025Q3: 8,090 shares; 2025Q4: 8,172 shares 8,172 $875K 0.01% +82 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,651 shares; 2025Q1: 1,382 shares; 2025Q2: 909 shares; 2025Q3: 4,517 shares; 2025Q4: 6,388 shares 6,388 $867K 0.01% +1,871 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,168 shares; 2024Q4: 4,357 shares; 2025Q1: 4,331 shares; 2025Q2: 7,869 shares; 2025Q3: 9,516 shares; 2025Q4: 10,371 shares 10,371 $861K 0.01% +855 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,480 shares; 2025Q1: 7,074 shares; 2025Q2: 9,506 shares; 2025Q3: 5,638 shares; 2025Q4: 10,797 shares 10,797 $857K 0.01% +5,159 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 510 shares; 2025Q1: 551 shares; 2025Q2: 439 shares; 2025Q3: 885 shares; 2025Q4: 1,108 shares 1,108 $856K 0.01% +223 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,766 shares; 2025Q1: 3,766 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 4,126 shares 4,126 $853K 0.01% +360 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,597 shares; 2024Q4: 24,336 shares; 2025Q1: 25,321 shares; 2025Q2: 31,841 shares; 2025Q3: 27,511 shares; 2025Q4: 38,225 shares 38,225 $852K 0.01% +10,714 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,004 shares; 2024Q4: 175,004 shares; 2025Q1: 175,004 shares; 2025Q2: 175,000 shares; 2025Q3: 175,000 shares; 2025Q4: 100,000 shares 100,000 $846K 0.01% -75,000 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,337 shares; 2024Q4: 6,391 shares; 2025Q1: 6,730 shares; 2025Q2: 6,440 shares; 2025Q3: 6,429 shares; 2025Q4: 6,369 shares 6,369 $844K 0.01% -60 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,289 shares; 2025Q1: 5,597 shares; 2025Q2: 4,343 shares; 2025Q3: 4,886 shares; 2025Q4: 4,755 shares 4,755 $843K 0.01% -131 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 12,201 shares; 2025Q1: 12,771 shares; 2025Q2: 13,290 shares; 2025Q3: 14,775 shares; 2025Q4: 17,069 shares 17,069 $839K 0.01% +2,294 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,613 shares; 2024Q4: 201,302 shares; 2025Q1: 205,475 shares; 2025Q2: 132,551 shares; 2025Q3: 13,289 shares; 2025Q4: 14,246 shares 14,246 $832K 0.01% +957 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,081 shares; 2024Q4: 18,081 shares; 2025Q1: 18,081 shares; 2025Q2: 18,005 shares; 2025Q3: 18,005 shares; 2025Q4: 18,005 shares 18,005 $825K 0.01% 0 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,500 shares; 2025Q4: 38,520 shares 38,520 $816K 0.01% -9,980 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,190 shares; 2025Q1: 5,190 shares; 2025Q2: 5,190 shares; 2025Q3: 5,662 shares; 2025Q4: 11,324 shares 11,324 $811K 0.01% +5,662 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 4,457 shares; 2025Q1: 3,354 shares; 2025Q2: 3,776 shares; 2025Q3: 2,181 shares; 2025Q4: 3,552 shares 3,552 $808K 0.01% +1,371 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,376 shares; 2025Q1: 2,193 shares; 2025Q2: 2,125 shares; 2025Q3: 2,105 shares; 2025Q4: 2,807 shares 2,807 $806K 0.01% +702 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,504 shares; 2024Q4: 38,360 shares; 2025Q1: 39,484 shares; 2025Q2: 41,077 shares; 2025Q3: 41,754 shares; 2025Q4: 40,215 shares 40,215 $804K 0.01% -1,539 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,736 shares; 2025Q1: 5,003 shares; 2025Q2: 2,225 shares; 2025Q3: 2,208 shares; 2025Q4: 2,701 shares 2,701 $800K 0.01% +493 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,568 shares; 2024Q4: 51,568 shares; 2025Q1: 41,343 shares; 2025Q2: 41,313 shares; 2025Q3: 41,368 shares; 2025Q4: 41,313 shares 41,313 $799K 0.01% -55 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 478 shares; 2025Q2: 4,730 shares; 2025Q3: 4,886 shares; 2025Q4: 5,153 shares 5,153 $790K 0.01% +267 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,359 shares; 2025Q2: 20,755 shares; 2025Q3: 16,534 shares; 2025Q4: 16,515 shares 16,515 $785K 0.01% -19 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 5,901 shares; 2025Q1: 6,138 shares; 2025Q2: 5,804 shares; 2025Q3: 5,985 shares; 2025Q4: 6,428 shares 6,428 $782K 0.01% +443 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,642 shares; 2024Q4: 6,162 shares; 2025Q1: 8,886 shares; 2025Q2: 8,215 shares; 2025Q3: 8,259 shares; 2025Q4: 9,173 shares 9,173 $780K 0.01% +914 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,111 shares; 2025Q1: 2,382 shares; 2025Q2: 5,338 shares; 2025Q3: 5,899 shares; 2025Q4: 9,141 shares 9,141 $779K 0.01% +3,242 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,246 shares; 2024Q4: 9,832 shares; 2025Q1: 9,886 shares; 2025Q2: 11,718 shares; 2025Q3: 11,507 shares; 2025Q4: 27,727 shares 27,727 $777K 0.01% +16,220 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 54 shares; 2025Q1: 190 shares; 2025Q2: 225 shares; 2025Q3: 525 shares; 2025Q4: 1,149 shares 1,149 $774K 0.01% +624 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,872 shares; 2024Q4: 17,207 shares; 2025Q1: 16,306 shares; 2025Q2: 16,280 shares; 2025Q3: 16,450 shares; 2025Q4: 15,759 shares 15,759 $773K 0.01% -691 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,918 shares; 2024Q4: 26,918 shares; 2025Q1: 26,613 shares; 2025Q2: 26,613 shares; 2025Q3: 26,619 shares; 2025Q4: 25,654 shares 25,654 $764K 0.01% -965 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,138 shares; 2024Q4: 16,228 shares; 2025Q1: 15,953 shares; 2025Q2: 11,175 shares; 2025Q3: 11,175 shares; 2025Q4: 11,175 shares 11,175 $764K 0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 235 shares; 2025Q1: 314 shares; 2025Q2: 330 shares; 2025Q3: 1,188 shares; 2025Q4: 1,353 shares 1,353 $760K 0.01% +165 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 453 shares; 2025Q1: 424 shares; 2025Q2: 1,345 shares; 2025Q3: 1,863 shares; 2025Q4: 2,220 shares 2,220 $755K 0.01% +357 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,480 shares; 2025Q1: 1,689 shares; 2025Q2: 2,436 shares; 2025Q3: 2,841 shares; 2025Q4: 2,634 shares 2,634 $751K 0.01% -207 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,005 shares 20,005 $739K 0.01% +5 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,403 shares; 2024Q4: 15,308 shares; 2025Q1: 15,303 shares; 2025Q2: 15,311 shares; 2025Q3: 15,323 shares; 2025Q4: 15,133 shares 15,133 $735K 0.01% -190 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,496 shares; 2025Q1: 4,672 shares; 2025Q2: 7,205 shares; 2025Q3: 6,035 shares; 2025Q4: 5,784 shares 5,784 $728K 0.01% -251 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,218 shares; 2025Q1: 8,055 shares; 2025Q2: 8,538 shares; 2025Q3: 8,015 shares; 2025Q4: 8,229 shares 8,229 $727K 0.01% +214 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,469 shares; 2024Q4: 8,480 shares; 2025Q1: 8,611 shares; 2025Q2: 8,488 shares; 2025Q3: 8,488 shares; 2025Q4: 9,983 shares 9,983 $726K 0.01% +1,495 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 836 shares; 2025Q1: 880 shares; 2025Q2: 2,476 shares; 2025Q3: 2,714 shares; 2025Q4: 4,194 shares 4,194 $723K 0.01% +1,480 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,423 shares; 2024Q4: 15,581 shares; 2025Q1: 15,611 shares; 2025Q2: 15,571 shares; 2025Q3: 15,571 shares; 2025Q4: 15,571 shares 15,571 $721K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,947 shares; 2024Q4: 22,914 shares; 2025Q1: 22,310 shares; 2025Q2: 18,831 shares; 2025Q3: 18,445 shares; 2025Q4: 14,152 shares 14,152 $720K 0.01% -4,293 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 110 shares; 2025Q3: 538 shares; 2025Q4: 6,440 shares 6,440 $720K 0.01% +5,902 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,218 shares; 2025Q4: 28,052 shares 28,052 $716K 0.01% +17,834 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 6,669 shares; 2025Q1: 5,821 shares; 2025Q2: 5,821 shares; 2025Q3: 5,916 shares; 2025Q4: 6,266 shares 6,266 $713K 0.01% +350 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,420 shares; 2024Q4: 14,302 shares; 2025Q1: 14,452 shares; 2025Q2: 24,320 shares; 2025Q3: 24,599 shares; 2025Q4: 26,282 shares 26,282 $712K 0.01% +1,683 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,355 shares; 2024Q4: 21,158 shares; 2025Q1: 22,418 shares; 2025Q2: 21,005 shares; 2025Q3: 21,124 shares; 2025Q4: 21,242 shares 21,242 $711K 0.01% +118 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,947 shares; 2025Q1: 12,947 shares; 2025Q2: 52,230 shares; 2025Q3: 12,947 shares; 2025Q4: 12,947 shares 12,947 $710K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 2,989 shares; 2025Q1: 2,705 shares; 2025Q2: 2,678 shares; 2025Q3: 2,608 shares; 2025Q4: 2,825 shares 2,825 $707K 0.01% +217 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,995 shares; 2024Q4: 12,257 shares; 2025Q1: 9,624 shares; 2025Q2: 10,601 shares; 2025Q3: 9,286 shares; 2025Q4: 8,067 shares 8,067 $705K 0.01% -1,219 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,646 shares; 2025Q1: 1,581 shares; 2025Q2: 2,341 shares; 2025Q3: 2,317 shares; 2025Q4: 3,276 shares 3,276 $703K 0.01% +959 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,260 shares; 2024Q4: 51,896 shares; 2025Q1: 54,384 shares; 2025Q2: 51,696 shares; 2025Q3: 52,702 shares; 2025Q4: 53,121 shares 53,121 $701K 0.01% +419 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 6,788 shares; 2025Q1: 6,788 shares; 2025Q2: 6,788 shares; 2025Q3: 6,788 shares; 2025Q4: 6,788 shares 6,788 $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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: 8,957 shares; 2025Q1: 7,452 shares; 2025Q2: 10,008 shares; 2025Q3: 9,568 shares; 2025Q4: 9,993 shares 9,993 $694K 0.01% +425 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,045 shares; 2024Q4: 16,575 shares; 2025Q1: 19,313 shares; 2025Q2: 717 shares; 2025Q3: 1,143 shares; 2025Q4: 1,472 shares 1,472 $691K 0.01% +329 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,522 shares; 2024Q4: 19,522 shares; 2025Q1: 19,522 shares; 2025Q2: 19,522 shares; 2025Q3: 19,522 shares; 2025Q4: 19,522 shares 19,522 $688K 0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,610 shares; 2024Q4: 6,610 shares; 2025Q1: 6,610 shares; 2025Q2: 6,610 shares; 2025Q3: 6,610 shares; 2025Q4: 6,610 shares 6,610 $683K 0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: not reported; 2025Q1: 2,524 shares; 2025Q2: 4,295 shares; 2025Q3: 14,413 shares; 2025Q4: 15,328 shares 15,328 $683K 0.01% +915 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,714 shares 31,714 $682K 0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 8,266 shares; 2025Q1: 8,266 shares; 2025Q2: 8,232 shares; 2025Q3: 8,124 shares; 2025Q4: 7,887 shares 7,887 $680K 0.01% -237 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,888 shares 30,888 $680K 0.01% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,106 shares; 2025Q1: 3,255 shares; 2025Q2: 5,173 shares; 2025Q3: 5,273 shares; 2025Q4: 4,853 shares 4,853 $679K 0.01% -420 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,933 shares 29,933 $677K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,557 shares; 2024Q4: 19,046 shares; 2025Q1: 18,366 shares; 2025Q2: 18,917 shares; 2025Q3: 12,469 shares; 2025Q4: 13,954 shares 13,954 $676K 0.01% +1,485 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 5,745 shares; 2025Q1: 5,157 shares; 2025Q2: 5,448 shares; 2025Q3: 6,019 shares; 2025Q4: 8,202 shares 8,202 $673K 0.01% +2,183 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 11,029 shares; 2025Q1: 7,911 shares; 2025Q2: 12,149 shares; 2025Q3: 13,502 shares; 2025Q4: 13,373 shares 13,373 $669K 0.01% -129 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 4,257 shares; 2025Q1: 4,293 shares; 2025Q2: 4,483 shares; 2025Q3: 4,514 shares; 2025Q4: 4,719 shares 4,719 $667K 0.01% +205 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,830 shares; 2025Q1: 2,830 shares; 2025Q2: 3,430 shares; 2025Q3: 3,014 shares; 2025Q4: 3,214 shares 3,214 $667K 0.01% +200 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 6,614 shares; 2025Q1: 7,180 shares; 2025Q2: 6,574 shares; 2025Q3: 6,355 shares; 2025Q4: 6,603 shares 6,603 $666K 0.01% +248 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 6,022 shares; 2025Q1: 5,938 shares; 2025Q2: 5,790 shares; 2025Q3: 5,691 shares; 2025Q4: 5,141 shares 5,141 $664K 0.01% -550 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,040 shares; 2025Q1: 2,086 shares; 2025Q2: 2,403 shares; 2025Q3: 2,867 shares; 2025Q4: 3,401 shares 3,401 $664K 0.01% +534 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 388 shares; 2025Q2: 1,030 shares; 2025Q3: 1,113 shares; 2025Q4: 1,084 shares 1,084 $663K 0.01% -29 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,906 shares; 2025Q2: 4,705 shares; 2025Q3: 7,027 shares; 2025Q4: 6,679 shares 6,679 $660K 0.01% -348 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,707 shares; 2025Q1: 3,527 shares; 2025Q2: 3,393 shares; 2025Q3: 3,458 shares; 2025Q4: 3,549 shares 3,549 $659K 0.01% +91 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,763 shares; 2024Q4: 6,142 shares; 2025Q1: 6,166 shares; 2025Q2: 6,279 shares; 2025Q3: 6,303 shares; 2025Q4: 6,194 shares 6,194 $650K 0.01% -109 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,680 shares; 2024Q4: 143,218 shares; 2025Q1: 148,141 shares; 2025Q2: 158,447 shares; 2025Q3: 24,583 shares; 2025Q4: 16,834 shares 16,834 $646K 0.01% -7,749 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: 520 shares; 2025Q2: 2,026 shares; 2025Q3: 2,751 shares; 2025Q4: 2,637 shares 2,637 $641K 0.01% -114 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 24,428 shares 24,428 $639K 0.01% +24,309 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,912 shares; 2024Q4: 10,662 shares; 2025Q1: 10,754 shares; 2025Q2: 11,455 shares; 2025Q3: 10,685 shares; 2025Q4: 11,376 shares 11,376 $628K 0.01% +691 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,162 shares; 2024Q4: 16,136 shares; 2025Q1: 6,357 shares; 2025Q2: 21,488 shares; 2025Q3: 5,981 shares; 2025Q4: 5,981 shares 5,981 $628K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,056 shares; 2025Q1: 1,883 shares; 2025Q2: 1,996 shares; 2025Q3: 2,083 shares; 2025Q4: 2,169 shares 2,169 $627K 0.01% +86 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,351 shares; 2024Q4: 10,615 shares; 2025Q1: 13,429 shares; 2025Q2: 18,326 shares; 2025Q3: 22,302 shares; 2025Q4: 26,079 shares 26,079 $626K 0.01% +3,777 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 805 shares; 2025Q1: 2,965 shares; 2025Q2: 2,884 shares; 2025Q3: 6,122 shares; 2025Q4: 5,222 shares 5,222 $625K 0.01% -900 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,274 shares; 2025Q1: 5,276 shares; 2025Q2: 5,477 shares; 2025Q3: 5,753 shares; 2025Q4: 6,236 shares 6,236 $623K 0.01% +483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,743 shares; 2024Q4: 21,278 shares; 2025Q1: 21,156 shares; 2025Q2: 3,759 shares; 2025Q3: 3,724 shares; 2025Q4: 9,616 shares 9,616 $619K 0.01% +5,892 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,000 shares; 2024Q4: 216,200 shares; 2025Q1: 236,200 shares; 2025Q2: 247,495 shares; 2025Q3: 272,996 shares; 2025Q4: 311,700 shares 311,700 $617K 0.01% +38,704 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,665 shares; 2024Q4: 270 shares; 2025Q1: 258 shares; 2025Q2: 14,319 shares; 2025Q3: 24,524 shares; 2025Q4: 23,351 shares 23,351 $615K 0.01% -1,173 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,302 shares; 2025Q1: 3,904 shares; 2025Q2: 4,000 shares; 2025Q3: 4,002 shares; 2025Q4: 5,911 shares 5,911 $613K 0.01% +1,909 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 4,387 shares; 2025Q1: 4,387 shares; 2025Q2: 4,431 shares; 2025Q3: 4,425 shares; 2025Q4: 4,589 shares 4,589 $613K 0.01% +164 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,481 shares; 2024Q4: 8,481 shares; 2025Q1: 8,481 shares; 2025Q2: 8,481 shares; 2025Q3: 8,481 shares; 2025Q4: 8,126 shares 8,126 $610K 0.01% -355 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 2,318 shares; 2025Q1: 844 shares; 2025Q2: 2,545 shares; 2025Q3: 2,585 shares; 2025Q4: 5,100 shares 5,100 $609K 0.01% +2,515 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,632 shares; 2025Q1: 2,640 shares; 2025Q2: 2,505 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares 2,506 $605K 0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,790 shares; 2025Q1: 2,942 shares; 2025Q2: 2,878 shares; 2025Q3: 2,636 shares; 2025Q4: 2,528 shares 2,528 $603K 0.01% -108 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,171 shares; 2025Q1: 5,624 shares; 2025Q2: 6,314 shares; 2025Q3: 8,452 shares; 2025Q4: 6,892 shares 6,892 $600K 0.01% -1,560 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,276 shares; 2025Q1: 4,536 shares; 2025Q2: 8,012 shares; 2025Q3: 7,810 shares; 2025Q4: 12,896 shares 12,896 $600K 0.01% +5,086 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,045 shares; 2024Q4: 7,246 shares; 2025Q1: 9,202 shares; 2025Q2: 8,799 shares; 2025Q3: 8,999 shares; 2025Q4: 7,592 shares 7,592 $598K 0.01% -1,407 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 12,892 shares; 2025Q1: 14,832 shares; 2025Q2: 13,072 shares; 2025Q3: 20,985 shares; 2025Q4: 22,321 shares 22,321 $585K 0.01% +1,336 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,425 shares; 2025Q1: 2,679 shares; 2025Q2: 3,107 shares; 2025Q3: 3,472 shares; 2025Q4: 5,741 shares 5,741 $583K 0.01% +2,269 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 826 shares; 2025Q1: 830 shares; 2025Q2: 929 shares; 2025Q3: 608 shares; 2025Q4: 761 shares 761 $583K 0.01% +153 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,036 shares; 2025Q2: 1,242 shares; 2025Q3: 15,631 shares; 2025Q4: 15,860 shares 15,860 $582K 0.01% +229 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 2,923 shares; 2025Q1: 1,727 shares; 2025Q2: 1,515 shares; 2025Q3: 1,497 shares; 2025Q4: 3,005 shares 3,005 $582K 0.01% +1,508 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 16,342 shares; 2025Q1: 14,832 shares; 2025Q2: 15,840 shares; 2025Q3: 10,406 shares; 2025Q4: 9,933 shares 9,933 $580K 0.01% -473 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 2,317 shares; 2025Q2: 8,599 shares; 2025Q3: 9,265 shares; 2025Q4: 7,146 shares 7,146 $579K 0.01% -2,119 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 9,205 shares; 2025Q1: 4,678 shares; 2025Q2: 6,490 shares; 2025Q3: 6,104 shares; 2025Q4: 6,741 shares 6,741 $577K 0.01% +637 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 6,248 shares; 2025Q1: 6,253 shares; 2025Q2: 6,255 shares; 2025Q3: 6,347 shares; 2025Q4: 6,423 shares 6,423 $574K 0.01% +76 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,875 shares; 2024Q4: 12,009 shares; 2025Q1: 13,633 shares; 2025Q2: 9,954 shares; 2025Q3: 8,810 shares; 2025Q4: 9,162 shares 9,162 $572K 0.01% +352 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,520 shares; 2024Q4: 17,945 shares; 2025Q1: 29,351 shares; 2025Q2: 17,945 shares; 2025Q3: 17,945 shares; 2025Q4: 17,945 shares 17,945 $572K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 495 shares; 2025Q1: 527 shares; 2025Q2: 1,050 shares; 2025Q3: 1,067 shares; 2025Q4: 1,036 shares 1,036 $571K 0.01% -31 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 849 shares; 2025Q3: 817 shares; 2025Q4: 2,677 shares 2,677 $571K 0.01% +1,860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 473 shares; 2025Q3: 398 shares; 2025Q4: 3,936 shares 3,936 $565K 0.01% +3,538 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 11,987 shares; 2025Q1: 11,988 shares; 2025Q2: 11,989 shares; 2025Q3: 11,990 shares; 2025Q4: 11,991 shares 11,991 $563K 0.01% +1 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 13,459 shares; 2025Q1: 13,598 shares; 2025Q2: not reported; 2025Q3: 13,485 shares; 2025Q4: 12,422 shares 12,422 $562K 0.01% -1,063 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,467 shares; 2025Q1: 72 shares; 2025Q2: 2,835 shares; 2025Q3: 2,722 shares; 2025Q4: 3,037 shares 3,037 $561K 0.01% +315 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,144 shares; 2025Q1: 2,152 shares; 2025Q2: 2,367 shares; 2025Q3: 2,609 shares; 2025Q4: 5,007 shares 5,007 $560K 0.01% +2,398 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,602 shares; 2024Q4: 9,602 shares; 2025Q1: 15,168 shares; 2025Q2: 20,090 shares; 2025Q3: 23,701 shares; 2025Q4: 23,914 shares 23,914 $560K 0.01% +213 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 1,252 shares; 2025Q1: 2,711 shares; 2025Q2: 3,882 shares; 2025Q3: 2,713 shares; 2025Q4: 3,418 shares 3,418 $552K 0.01% +705 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,166 shares; 2025Q1: 2,498 shares; 2025Q2: 18,404 shares; 2025Q3: 18,075 shares; 2025Q4: 19,548 shares 19,548 $552K 0.01% +1,473 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 257 shares; 2025Q3: 280 shares; 2025Q4: 1,131 shares 1,131 $551K 0.01% +851 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 25,971 shares; 2025Q1: 25,005 shares; 2025Q2: 25,465 shares; 2025Q3: 7,959 shares; 2025Q4: 9,661 shares 9,661 $545K 0.01% +1,702 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,164 shares; 2025Q1: 3,397 shares; 2025Q2: 2,814 shares; 2025Q3: 2,892 shares; 2025Q4: 9,308 shares 9,308 $544K 0.01% +6,416 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 8,105 shares; 2025Q1: 8,119 shares; 2025Q2: 8,133 shares; 2025Q3: 8,142 shares; 2025Q4: 8,151 shares 8,151 $542K 0.01% +9 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,733 shares; 2025Q1: 6,673 shares; 2025Q2: 6,389 shares; 2025Q3: 6,725 shares; 2025Q4: 6,597 shares 6,597 $541K 0.01% -128 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 11,172 shares; 2025Q1: 11,280 shares; 2025Q2: 11,448 shares; 2025Q3: 12,260 shares; 2025Q4: 13,442 shares 13,442 $541K 0.01% +1,182 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 5,697 shares; 2025Q1: 5,697 shares; 2025Q2: 5,899 shares; 2025Q3: 5,918 shares; 2025Q4: 6,218 shares 6,218 $541K 0.01% +300 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 516 shares; 2025Q1: 1,291 shares; 2025Q2: 1,228 shares; 2025Q3: 4,074 shares; 2025Q4: 4,118 shares 4,118 $540K 0.01% +44 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 283 shares; 2025Q1: 262 shares; 2025Q2: 578 shares; 2025Q3: 485 shares; 2025Q4: 3,860 shares 3,860 $540K 0.01% +3,375 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,905 shares; 2025Q1: 4,319 shares; 2025Q2: 4,289 shares; 2025Q3: 4,349 shares; 2025Q4: 4,258 shares 4,258 $539K 0.01% -91 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 117 shares; 2025Q1: 6,147 shares; 2025Q2: 6,286 shares; 2025Q3: 6,278 shares; 2025Q4: 6,562 shares 6,562 $538K 0.01% +284 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,048 shares; 2024Q4: 5,048 shares; 2025Q1: 5,048 shares; 2025Q2: 6,208 shares; 2025Q3: 6,193 shares; 2025Q4: 5,983 shares 5,983 $535K 0.01% -210 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,873 shares; 2025Q4: 20,873 shares 20,873 $533K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,376 shares; 2025Q1: 2,178 shares; 2025Q2: 2,293 shares; 2025Q3: 2,258 shares; 2025Q4: 2,595 shares 2,595 $527K 0.01% +337 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 4,986 shares; 2025Q3: 5,251 shares; 2025Q4: 6,287 shares 6,287 $526K 0.01% +1,036 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: 8,120 shares; 2025Q1: 8,990 shares; 2025Q2: 8,588 shares; 2025Q3: 8,680 shares; 2025Q4: 8,988 shares 8,988 $526K 0.01% +308 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 2,930 shares; 2025Q1: 1,990 shares; 2025Q2: 2,178 shares; 2025Q3: 2,071 shares; 2025Q4: 2,392 shares 2,392 $519K 0.01% +321 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 4,514 shares; 2025Q1: 4,571 shares; 2025Q2: 5,183 shares; 2025Q3: 5,104 shares; 2025Q4: 5,757 shares 5,757 $518K 0.01% +653 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 1,137 shares; 2025Q3: 1,641 shares; 2025Q4: 1,641 shares 1,641 $517K 0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 5,000 shares; 2025Q1: 9,500 shares; 2025Q2: 10,120 shares; 2025Q3: 10,223 shares; 2025Q4: 11,489 shares 11,489 $516K 0.01% +1,266 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 632 shares; 2025Q3: 2,894 shares; 2025Q4: 2,640 shares 2,640 $513K 0.01% -254 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2,368 shares; 2025Q1: 1,755 shares; 2025Q2: 1,778 shares; 2025Q3: 2,021 shares; 2025Q4: 2,126 shares 2,126 $512K 0.01% +105 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 4,196 shares; 2025Q1: 4,301 shares; 2025Q2: 4,304 shares; 2025Q3: 4,917 shares; 2025Q4: 4,625 shares 4,625 $508K 0.01% -292 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,401 shares; 2024Q4: 7,954 shares; 2025Q1: 6,807 shares; 2025Q2: 4,310 shares; 2025Q3: 3,276 shares; 2025Q4: 3,269 shares 3,269 $506K 0.01% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,491 shares; 2025Q2: 5,533 shares; 2025Q3: 5,558 shares; 2025Q4: 5,591 shares 5,591 $503K 0.01% +33 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 598 shares; 2025Q1: 551 shares; 2025Q2: 692 shares; 2025Q3: 745 shares; 2025Q4: 882 shares 882 $501K 0.01% +137 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 684 shares; 2025Q1: 133 shares; 2025Q2: 923 shares; 2025Q3: 859 shares; 2025Q4: 1,073 shares 1,073 $501K 0.01% +214 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,563 shares; 2024Q4: 5,099 shares; 2025Q1: 5,217 shares; 2025Q2: 6,618 shares; 2025Q3: 5,408 shares; 2025Q4: 5,117 shares 5,117 $500K 0.01% -291 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 2,905 shares; 2025Q1: 13,640 shares; 2025Q2: 9,715 shares; 2025Q3: 10,915 shares; 2025Q4: 10,915 shares 10,915 $500K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 4,760 shares; 2025Q1: 1,760 shares; 2025Q2: 3,762 shares; 2025Q3: 4,637 shares; 2025Q4: 3,225 shares 3,225 $500K 0.01% -1,412 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 4,087 shares; 2025Q1: 4,102 shares; 2025Q2: 4,126 shares; 2025Q3: 4,620 shares; 2025Q4: 4,658 shares 4,658 $500K 0.01% +38 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,991 shares 5,991 $498K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,099 shares; 2025Q3: 6,061 shares; 2025Q4: 7,195 shares 7,195 $498K 0.01% +1,134 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 3,859 shares; 2025Q1: 3,969 shares; 2025Q2: 3,568 shares; 2025Q3: 3,193 shares; 2025Q4: 15,921 shares 15,921 $493K 0.01% +12,728 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 5 shares; 2025Q1: 7,425 shares; 2025Q2: 8,775 shares; 2025Q3: 7,864 shares; 2025Q4: 9,173 shares 9,173 $486K 0.01% +1,309 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,976 shares; 2025Q1: 2,979 shares; 2025Q2: 3,019 shares; 2025Q3: 2,951 shares; 2025Q4: 3,033 shares 3,033 $486K 0.01% +82 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,398 shares; 2024Q4: 318 shares; 2025Q1: 5,302 shares; 2025Q2: 5,590 shares; 2025Q3: 5,590 shares; 2025Q4: 5,634 shares 5,634 $483K 0.01% +44 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,297 shares; 2025Q1: 2,025 shares; 2025Q2: 5,377 shares; 2025Q3: 5,384 shares; 2025Q4: 10,467 shares 10,467 $480K 0.01% +5,083 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,660 shares; 2024Q4: 7,183 shares; 2025Q1: 5,895 shares; 2025Q2: 5,492 shares; 2025Q3: 5,887 shares; 2025Q4: 5,693 shares 5,693 $477K 0.01% -194 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 494 shares; 2025Q2: 737 shares; 2025Q3: 1,121 shares; 2025Q4: 2,055 shares 2,055 $471K 0.01% +934 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,678 shares; 2025Q2: 2,719 shares; 2025Q3: 2,698 shares; 2025Q4: 2,679 shares 2,679 $470K 0.01% -19 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,328 shares; 2024Q4: 3,361 shares; 2025Q1: 7,375 shares; 2025Q2: 7,514 shares; 2025Q3: 6,036 shares; 2025Q4: 6,025 shares 6,025 $469K 0.01% -11 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 1,964 shares; 2025Q1: 2,049 shares; 2025Q2: 2,465 shares; 2025Q3: 2,481 shares; 2025Q4: 3,006 shares 3,006 $467K 0.01% +525 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 5,488 shares; 2025Q4: 4,182 shares 4,182 $467K 0.01% -1,306 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 235 shares; 2025Q1: 1,047 shares; 2025Q2: 889 shares; 2025Q3: 1,495 shares; 2025Q4: 6,025 shares 6,025 $466K 0.01% +4,530 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 18 shares; 2025Q1: 23 shares; 2025Q2: 414 shares; 2025Q3: 1,019 shares; 2025Q4: 1,671 shares 1,671 $466K 0.01% +652 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 4,545 shares; 2025Q1: 5,215 shares; 2025Q2: 7,220 shares; 2025Q3: 7,207 shares; 2025Q4: 6,286 shares 6,286 $464K 0.01% -921 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,054 shares; 2025Q1: 3,150 shares; 2025Q2: 7,401 shares; 2025Q3: 8,009 shares; 2025Q4: 10,130 shares 10,130 $462K 0.01% +2,121 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,236 shares; 2024Q4: 4,149 shares; 2025Q1: 6,257 shares; 2025Q2: 6,122 shares; 2025Q3: 23,060 shares; 2025Q4: 13,352 shares 13,352 $460K 0.01% -9,708 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,755 shares; 2024Q4: 18,755 shares; 2025Q1: 20,155 shares; 2025Q2: 20,231 shares; 2025Q3: 20,276 shares; 2025Q4: 34,446 shares 34,446 $459K 0.01% +14,170 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,922 shares; 2025Q3: 6,922 shares; 2025Q4: 6,956 shares 6,956 $459K 0.01% +34 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,046 shares; 2024Q4: 5,046 shares; 2025Q1: 5,046 shares; 2025Q2: 5,035 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares 4,870 $459K 0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,071 shares; 2025Q1: 2,371 shares; 2025Q2: 2,633 shares; 2025Q3: 2,724 shares; 2025Q4: 4,047 shares 4,047 $455K 0.01% +1,323 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,648 shares; 2025Q1: 2,359 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares 1,971 $454K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 465 shares; 2025Q1: 743 shares; 2025Q2: 864 shares; 2025Q3: 797 shares; 2025Q4: 791 shares 791 $454K 0.01% -6 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,409 shares; 2024Q4: 26,909 shares; 2025Q1: 20,722 shares; 2025Q2: 19,345 shares; 2025Q3: 18,558 shares; 2025Q4: 18,615 shares 18,615 $454K 0.01% +57 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 162 shares; 2025Q1: 2,018 shares; 2025Q2: 3,154 shares; 2025Q3: 3,036 shares; 2025Q4: 2,674 shares 2,674 $453K 0.01% -362 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,322 shares; 2024Q4: 15,738 shares; 2025Q1: 15,763 shares; 2025Q2: 15,679 shares; 2025Q3: 15,399 shares; 2025Q4: 12,731 shares 12,731 $452K 0.01% -2,668 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,795 shares; 2025Q4: 19,021 shares 19,021 $450K 0.01% +4,226 Timeline LUCK LUCKY STRIKE ENTERTAINMENT C More: the full row for LUCKY STRIKE ENTERTAINMENT C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,000 shares; 2024Q4: 53,000 shares; 2025Q1: 53,000 shares; 2025Q2: 53,000 shares; 2025Q3: 53,000 shares; 2025Q4: 53,000 shares 53,000 $449K 0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,568 shares; 2025Q1: 11,260 shares; 2025Q2: 9,759 shares; 2025Q3: 7,835 shares; 2025Q4: 7,748 shares 7,748 $449K 0.01% -87 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,982 shares; 2024Q4: 8,982 shares; 2025Q1: 8,982 shares; 2025Q2: 8,982 shares; 2025Q3: 8,982 shares; 2025Q4: 8,982 shares 8,982 $443K 0.01% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 2,268 shares; 2025Q1: 765 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 765 shares 765 $442K 0.01% -10 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 9,311 shares; 2025Q1: 8,681 shares; 2025Q2: 9,620 shares; 2025Q3: 9,668 shares; 2025Q4: 10,088 shares 10,088 $440K 0.01% +420 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,924 shares; 2024Q4: 7,764 shares; 2025Q1: 8,232 shares; 2025Q2: 9,895 shares; 2025Q3: 9,590 shares; 2025Q4: 13,755 shares 13,755 $438K 0.01% +4,165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 313 shares; 2025Q1: 356 shares; 2025Q2: 732 shares; 2025Q3: 1,314 shares; 2025Q4: 3,085 shares 3,085 $438K 0.01% +1,771 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 132 shares; 2025Q2: 93 shares; 2025Q3: 179 shares; 2025Q4: 129 shares 129 $438K 0.01% -50 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 14,244 shares; 2025Q3: 14,249 shares; 2025Q4: 13,290 shares 13,290 $437K 0.01% -959 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,292 shares; 2025Q1: 2,537 shares; 2025Q2: 2,885 shares; 2025Q3: 2,650 shares; 2025Q4: 3,209 shares 3,209 $437K 0.01% +559 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 256 shares; 2025Q1: 20 shares; 2025Q2: 646 shares; 2025Q3: 742 shares; 2025Q4: 1,813 shares 1,813 $437K 0.01% +1,071 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 2,694 shares; 2025Q1: 2,986 shares; 2025Q2: 5,161 shares; 2025Q3: 3,622 shares; 2025Q4: 3,554 shares 3,554 $436K 0.01% -68 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 6,070 shares; 2025Q1: 6,070 shares; 2025Q2: 6,140 shares; 2025Q3: 6,140 shares; 2025Q4: 6,071 shares 6,071 $436K 0.01% -69 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 2,077 shares; 2025Q1: 1,805 shares; 2025Q2: 1,674 shares; 2025Q3: 1,274 shares; 2025Q4: 1,337 shares 1,337 $433K 0.01% +63 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 106 shares; 2025Q2: 333 shares; 2025Q3: 442 shares; 2025Q4: 2,382 shares 2,382 $432K 0.01% +1,940 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: 6,934 shares; 2025Q1: 6,934 shares; 2025Q2: 10,590 shares; 2025Q3: 10,590 shares; 2025Q4: 10,590 shares 10,590 $430K 0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 11,820 shares; 2025Q1: 11,820 shares; 2025Q2: 11,756 shares; 2025Q3: not reported; 2025Q4: 8,351 shares 8,351 $422K 0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 1,080 shares; 2025Q1: 2,170 shares; 2025Q2: 2,387 shares; 2025Q3: 3,248 shares; 2025Q4: 9,619 shares 9,619 $422K 0.01% +6,371 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 2,313 shares; 2025Q1: 1,838 shares; 2025Q2: 3,289 shares; 2025Q3: 3,402 shares; 2025Q4: 3,995 shares 3,995 $420K 0.01% +593 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares 1,655 $416K 0.01% 0 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 17 shares; 2025Q2: 105 shares; 2025Q3: 956 shares; 2025Q4: 4,327 shares 4,327 $413K 0.01% +3,371 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 735 shares; 2025Q2: 313 shares; 2025Q3: 7,145 shares; 2025Q4: 8,228 shares 8,228 $412K 0.01% +1,083 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,572 shares; 2025Q1: 4,586 shares; 2025Q2: 3,888 shares; 2025Q3: 3,904 shares; 2025Q4: 3,672 shares 3,672 $411K 0.01% -232 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,512 shares; 2025Q1: 2,000 shares; 2025Q2: 2,900 shares; 2025Q3: 3,263 shares; 2025Q4: 3,263 shares 3,263 $411K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 3,490 shares; 2025Q4: 3,493 shares 3,493 $410K 0.01% +3 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,482 shares; 2024Q4: 36,482 shares; 2025Q1: 36,482 shares; 2025Q2: 36,512 shares; 2025Q3: 37,485 shares; 2025Q4: 37,113 shares 37,113 $410K 0.01% -372 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 260 shares; 2025Q1: 106 shares; 2025Q2: 920 shares; 2025Q3: 316 shares; 2025Q4: 1,621 shares 1,621 $409K 0.01% +1,305 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 683 shares; 2025Q2: 257 shares; 2025Q3: 1,290 shares; 2025Q4: 5,412 shares 5,412 $408K 0.01% +4,122 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,929 shares; 2024Q4: 17,317 shares; 2025Q1: 13,178 shares; 2025Q2: 11,870 shares; 2025Q3: 11,706 shares; 2025Q4: 11,717 shares 11,717 $407K 0.01% +11 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,516 shares; 2025Q2: 7,228 shares; 2025Q3: 1,274 shares; 2025Q4: 3,260 shares 3,260 $407K 0.01% +1,986 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 4,529 shares; 2025Q1: 4,643 shares; 2025Q2: 4,893 shares; 2025Q3: 8,571 shares; 2025Q4: 5,198 shares 5,198 $407K 0.01% -3,373 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,757 shares; 2025Q4: 17,022 shares 17,022 $400K 0.01% +4,265 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,973 shares; 2024Q4: 1,494 shares; 2025Q1: 1,496 shares; 2025Q2: 1,699 shares; 2025Q3: 1,514 shares; 2025Q4: 1,323 shares 1,323 $400K 0.01% -191 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 321 shares; 2025Q3: 1,082 shares; 2025Q4: 3,482 shares 3,482 $400K 0.01% +2,400 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,933 shares; 2025Q4: 17,254 shares 17,254 $399K 0.01% +4,321 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,642 shares; 2025Q4: 16,873 shares 16,873 $399K 0.01% +4,231 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 2,101 shares; 2025Q1: 2,111 shares; 2025Q2: 3,523 shares; 2025Q3: 3,470 shares; 2025Q4: 2,777 shares 2,777 $398K 0.01% -693 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 7,367 shares; 2025Q4: 7,367 shares 7,367 $397K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,118 shares; 2025Q1: 1,193 shares; 2025Q2: 1,683 shares; 2025Q3: 1,502 shares; 2025Q4: 2,249 shares 2,249 $396K <0.01% +747 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,547 shares; 2025Q1: 3,924 shares; 2025Q2: 3,393 shares; 2025Q3: 3,475 shares; 2025Q4: 4,899 shares 4,899 $396K <0.01% +1,424 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,396 shares; 2024Q4: 16,792 shares; 2025Q1: 23,386 shares; 2025Q2: 23,386 shares; 2025Q3: 23,386 shares; 2025Q4: 24,000 shares 24,000 $396K <0.01% +614 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,858 shares; 2025Q1: 1,879 shares; 2025Q2: 1,462 shares; 2025Q3: 1,543 shares; 2025Q4: 1,818 shares 1,818 $395K <0.01% +275 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,582 shares 16,582 $392K <0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 4,123 shares; 2025Q1: 2,731 shares; 2025Q2: 4,101 shares; 2025Q3: 4,516 shares; 2025Q4: 4,031 shares 4,031 $392K <0.01% -485 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $391K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 320 shares; 2025Q1: 384 shares; 2025Q2: 643 shares; 2025Q3: 718 shares; 2025Q4: 1,522 shares 1,522 $390K <0.01% +804 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,000 shares; 2024Q4: 43,000 shares; 2025Q1: 43,000 shares; 2025Q2: 43,000 shares; 2025Q3: 43,000 shares; 2025Q4: 43,000 shares 43,000 $390K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,349 shares; 2025Q1: 2,283 shares; 2025Q2: 2,473 shares; 2025Q3: 2,586 shares; 2025Q4: 2,851 shares 2,851 $389K <0.01% +265 Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,930 shares; 2024Q4: 425,589 shares; 2025Q1: 425,589 shares; 2025Q2: 425,589 shares; 2025Q3: 425,600 shares; 2025Q4: 425,604 shares 425,604 $387K <0.01% +4 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,679 shares; 2025Q3: 2,596 shares; 2025Q4: 2,596 shares 2,596 $387K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 1,581 shares; 2025Q4: 1,677 shares 1,677 $385K <0.01% +96 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 97 shares; 2025Q1: 107 shares; 2025Q2: 850 shares; 2025Q3: 1,649 shares; 2025Q4: 1,126 shares 1,126 $382K <0.01% -523 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 254 shares; 2025Q1: 318 shares; 2025Q2: 1,570 shares; 2025Q3: 1,655 shares; 2025Q4: 1,862 shares 1,862 $382K <0.01% +207 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 50 shares; 2025Q1: 51 shares; 2025Q2: 106 shares; 2025Q3: 105 shares; 2025Q4: 273 shares 273 $381K <0.01% +168 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,497 shares; 2025Q1: 949 shares; 2025Q2: 1,508 shares; 2025Q3: 2,118 shares; 2025Q4: 3,690 shares 3,690 $380K <0.01% +1,572 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: 4,745 shares; 2025Q1: 4,745 shares; 2025Q2: 4,745 shares; 2025Q3: 4,745 shares; 2025Q4: 4,745 shares 4,745 $378K <0.01% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,876 shares; 2025Q3: 15,893 shares; 2025Q4: 17,103 shares 17,103 $377K <0.01% +1,210 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 639 shares; 2025Q1: 1,040 shares; 2025Q2: 2,288 shares; 2025Q3: 5,368 shares; 2025Q4: 2,946 shares 2,946 $376K <0.01% -2,422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,201 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,828 shares; 2025Q4: 4,884 shares 4,884 $376K <0.01% +56 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,935 shares; 2024Q4: 9,373 shares; 2025Q1: 8,332 shares; 2025Q2: 11,464 shares; 2025Q3: 10,176 shares; 2025Q4: 9,678 shares 9,678 $374K <0.01% -498 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 146 shares; 2025Q1: 1,371 shares; 2025Q2: 620 shares; 2025Q3: 1,492 shares; 2025Q4: 6,370 shares 6,370 $373K <0.01% +4,878 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,009 shares; 2024Q4: 93,273 shares; 2025Q1: 2,385 shares; 2025Q2: 3,024 shares; 2025Q3: 1,046 shares; 2025Q4: 1,895 shares 1,895 $373K <0.01% +849 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,385 shares; 2024Q4: 13,386 shares; 2025Q1: 13,386 shares; 2025Q2: 13,622 shares; 2025Q3: 13,814 shares; 2025Q4: 14,249 shares 14,249 $371K <0.01% +435 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 861 shares; 2025Q1: 7,481 shares; 2025Q2: 6,136 shares; 2025Q3: 6,136 shares; 2025Q4: 6,136 shares 6,136 $371K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 2,095 shares; 2025Q1: 2,320 shares; 2025Q2: 1,434 shares; 2025Q3: 2,997 shares; 2025Q4: 1,905 shares 1,905 $370K <0.01% -1,092 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 4,236 shares; 2025Q1: 4,447 shares; 2025Q2: 6,061 shares; 2025Q3: 4,476 shares; 2025Q4: 8,665 shares 8,665 $370K <0.01% +4,189 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 13,472 shares; 2025Q1: 8,928 shares; 2025Q2: 8,928 shares; 2025Q3: 12,431 shares; 2025Q4: 9,703 shares 9,703 $368K <0.01% -2,728 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 1,494 shares; 2025Q2: 2,150 shares; 2025Q3: 3,454 shares; 2025Q4: 6,187 shares 6,187 $368K <0.01% +2,733 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,820 shares; 2024Q4: 18,590 shares; 2025Q1: 20,400 shares; 2025Q2: 10,867 shares; 2025Q3: 9,026 shares; 2025Q4: 8,065 shares 8,065 $367K <0.01% -961 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 62 shares; 2025Q1: 61 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 1,263 shares 1,263 $367K <0.01% +1,172 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,283 shares; 2025Q1: 2,202 shares; 2025Q2: 2,616 shares; 2025Q3: 663 shares; 2025Q4: 2,299 shares 2,299 $366K <0.01% +1,636 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,177 shares; 2024Q4: 13,136 shares; 2025Q1: 13,136 shares; 2025Q2: 22,712 shares; 2025Q3: 22,712 shares; 2025Q4: 23,991 shares 23,991 $364K <0.01% +1,279 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 1,425 shares; 2025Q1: 1,674 shares; 2025Q2: 2,098 shares; 2025Q3: 6,272 shares; 2025Q4: 7,998 shares 7,998 $364K <0.01% +1,726 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,358 shares; 2025Q1: 6,436 shares; 2025Q2: 6,358 shares; 2025Q3: 6,358 shares; 2025Q4: 6,358 shares 6,358 $361K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 3,798 shares; 2025Q1: 3,814 shares; 2025Q2: 3,807 shares; 2025Q3: 3,710 shares; 2025Q4: 3,715 shares 3,715 $354K <0.01% +5 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,710 shares; 2024Q4: 45,710 shares; 2025Q1: 45,787 shares; 2025Q2: 45,710 shares; 2025Q3: 45,710 shares; 2025Q4: 45,710 shares 45,710 $352K <0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 58 shares; 2025Q3: 838 shares; 2025Q4: 936 shares 936 $351K <0.01% +98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,876 shares; 2025Q1: 1,878 shares; 2025Q2: 1,880 shares; 2025Q3: 1,882 shares; 2025Q4: 1,884 shares 1,884 $349K <0.01% +2 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 186 shares; 2025Q1: 154 shares; 2025Q2: 29 shares; 2025Q3: 27 shares; 2025Q4: 826 shares 826 $347K <0.01% +799 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 2,735 shares; 2025Q2: 20,562 shares; 2025Q3: 25,827 shares; 2025Q4: 17,791 shares 17,791 $345K <0.01% -8,036 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,211 shares; 2025Q4: 17,846 shares 17,846 $344K <0.01% +16,635 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 3,975 shares; 2025Q1: 7,711 shares; 2025Q2: 11,132 shares; 2025Q3: 10,360 shares; 2025Q4: 5,857 shares 5,857 $344K <0.01% -4,503 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 58 shares; 2025Q1: 279 shares; 2025Q2: 871 shares; 2025Q3: 4,233 shares; 2025Q4: 3,959 shares 3,959 $342K <0.01% -274 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,300 shares; 2025Q3: 39,300 shares; 2025Q4: 39,300 shares 39,300 $342K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 168 shares; 2025Q1: 337 shares; 2025Q2: 3,200 shares; 2025Q3: 3,397 shares; 2025Q4: 2,527 shares 2,527 $342K <0.01% -870 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 296 shares; 2025Q2: 452 shares; 2025Q3: 304 shares; 2025Q4: 1,652 shares 1,652 $341K <0.01% +1,348 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 62 shares; 2025Q1: 110 shares; 2025Q2: 1,608 shares; 2025Q3: 1,694 shares; 2025Q4: 1,847 shares 1,847 $340K <0.01% +153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 1,489 shares; 2025Q1: 1,492 shares; 2025Q2: 1,500 shares; 2025Q3: 4,785 shares; 2025Q4: 12,385 shares 12,385 $337K <0.01% +7,600 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,053 shares; 2025Q1: 2,593 shares; 2025Q2: 1,168 shares; 2025Q3: 1,308 shares; 2025Q4: 1,578 shares 1,578 $337K <0.01% +270 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,379 shares; 2025Q1: 20,398 shares; 2025Q2: 34,439 shares; 2025Q3: 8,534 shares; 2025Q4: 8,554 shares 8,554 $335K <0.01% +20 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,062 shares; 2025Q1: 1,057 shares; 2025Q2: 1,711 shares; 2025Q3: 1,336 shares; 2025Q4: 1,912 shares 1,912 $332K <0.01% +576 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,970 shares; 2025Q2: 12,722 shares; 2025Q3: 13,810 shares; 2025Q4: 13,810 shares 13,810 $331K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,527 shares; 2024Q4: 15,665 shares; 2025Q1: 25,735 shares; 2025Q2: 25,849 shares; 2025Q3: 25,967 shares; 2025Q4: 26,120 shares 26,120 $331K <0.01% +153 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 8,489 shares; 2025Q1: 5,538 shares; 2025Q2: 5,473 shares; 2025Q3: 5,245 shares; 2025Q4: 4,190 shares 4,190 $329K <0.01% -1,055 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 728 shares; 2025Q2: 1,042 shares; 2025Q3: 1,099 shares; 2025Q4: 3,070 shares 3,070 $329K <0.01% +1,971 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,355 shares; 2025Q1: 6,474 shares; 2025Q2: 253 shares; 2025Q3: 2,571 shares; 2025Q4: 10,153 shares 10,153 $328K <0.01% +7,582 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,773 shares; 2024Q4: 23,773 shares; 2025Q1: 23,513 shares; 2025Q2: 22,212 shares; 2025Q3: 21,350 shares; 2025Q4: 21,350 shares 21,350 $328K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,001 shares; 2025Q1: 814 shares; 2025Q2: 1,341 shares; 2025Q3: 1,153 shares; 2025Q4: 1,507 shares 1,507 $324K <0.01% +354 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 492 shares; 2025Q2: 421 shares; 2025Q3: 516 shares; 2025Q4: 1,717 shares 1,717 $323K <0.01% +1,201 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,625 shares; 2025Q1: 1,925 shares; 2025Q2: 5,125 shares; 2025Q3: 5,125 shares; 2025Q4: 5,125 shares 5,125 $323K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 10,144 shares; 2025Q1: 10,144 shares; 2025Q2: 10,199 shares; 2025Q3: 10,227 shares; 2025Q4: 10,199 shares 10,199 $321K <0.01% -28 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 2,786 shares; 2025Q2: 10,358 shares; 2025Q3: 45,781 shares; 2025Q4: 39,791 shares 39,791 $321K <0.01% -5,990 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,487 shares; 2024Q4: 34,487 shares; 2025Q1: 37,587 shares; 2025Q2: 37,609 shares; 2025Q3: 34,818 shares; 2025Q4: 34,487 shares 34,487 $321K <0.01% -331 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,626 shares; 2025Q1: 2,573 shares; 2025Q2: 2,573 shares; 2025Q3: 2,851 shares; 2025Q4: 8,804 shares 8,804 $319K <0.01% +5,953 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,041 shares 8,041 $319K <0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 2,050 shares; 2025Q2: 2,433 shares; 2025Q3: 1,119 shares; 2025Q4: 1,836 shares 1,836 $319K <0.01% +717 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,499 shares; 2024Q4: 9,904 shares; 2025Q1: 7,512 shares; 2025Q2: 7,526 shares; 2025Q3: 6,524 shares; 2025Q4: 6,583 shares 6,583 $318K <0.01% +59 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,671 shares; 2024Q4: 20,705 shares; 2025Q1: not reported; 2025Q2: 8,870 shares; 2025Q3: 7,842 shares; 2025Q4: 10,819 shares 10,819 $318K <0.01% +2,977 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,406 shares; 2024Q4: 20,487 shares; 2025Q1: 20,571 shares; 2025Q2: 20,661 shares; 2025Q3: 16,432 shares; 2025Q4: 16,432 shares 16,432 $317K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 71 shares; 2025Q1: 995 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares 707 $315K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 51 shares; 2025Q1: 143 shares; 2025Q2: 121 shares; 2025Q3: 1,586 shares; 2025Q4: 1,733 shares 1,733 $313K <0.01% +147 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $312K <0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,857 shares; 2024Q4: 7,857 shares; 2025Q1: 5,238 shares; 2025Q2: 7,857 shares; 2025Q3: 7,857 shares; 2025Q4: 7,857 shares 7,857 $311K <0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,891 shares; 2025Q1: 3,891 shares; 2025Q2: 3,890 shares; 2025Q3: 3,890 shares; 2025Q4: 3,890 shares 3,890 $311K <0.01% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,377 shares; 2025Q2: 20,282 shares; 2025Q3: 20,282 shares; 2025Q4: 20,282 shares 20,282 $310K <0.01% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,259 shares; 2024Q4: 13,564 shares; 2025Q1: 9,428 shares; 2025Q2: 9,419 shares; 2025Q3: 9,314 shares; 2025Q4: 9,320 shares 9,320 $308K <0.01% +6 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 207 shares; 2025Q1: 676 shares; 2025Q2: 2,629 shares; 2025Q3: 2,604 shares; 2025Q4: 1,359 shares 1,359 $308K <0.01% -1,245 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 513 shares; 2025Q1: 24 shares; 2025Q2: 1,327 shares; 2025Q3: 3,276 shares; 2025Q4: 6,819 shares 6,819 $307K <0.01% +3,543 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,559 shares; 2025Q1: 4,944 shares; 2025Q2: 6,459 shares; 2025Q3: 6,247 shares; 2025Q4: 4,179 shares 4,179 $307K <0.01% -2,068 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 3,559 shares; 2025Q1: 3,559 shares; 2025Q2: 3,559 shares; 2025Q3: 3,254 shares; 2025Q4: 3,254 shares 3,254 $307K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 1,980 shares; 2025Q4: 2,014 shares 2,014 $306K <0.01% +34 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,944 shares; 2025Q2: 2,161 shares; 2025Q3: 2,151 shares; 2025Q4: 2,482 shares 2,482 $304K <0.01% +331 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 2,183 shares; 2025Q1: 1,676 shares; 2025Q2: 1,982 shares; 2025Q3: 3,151 shares; 2025Q4: 2,076 shares 2,076 $304K <0.01% -1,075 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 117 shares; 2025Q1: 131 shares; 2025Q2: 197 shares; 2025Q3: 135 shares; 2025Q4: 901 shares 901 $303K <0.01% +766 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 368 shares; 2025Q1: 258 shares; 2025Q2: 1,048 shares; 2025Q3: 973 shares; 2025Q4: 2,442 shares 2,442 $303K <0.01% +1,469 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,923 shares; 2024Q4: 13,923 shares; 2025Q1: 9,257 shares; 2025Q2: 9,257 shares; 2025Q3: 9,257 shares; 2025Q4: 9,257 shares 9,257 $303K <0.01% 0 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,416 shares; 2025Q1: 57 shares; 2025Q2: 9,447 shares; 2025Q3: 12,108 shares; 2025Q4: 9,371 shares 9,371 $303K <0.01% -2,737 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares; 2025Q1: 1,613 shares; 2025Q2: 978 shares; 2025Q3: 1,152 shares; 2025Q4: 1,348 shares 1,348 $302K <0.01% +196 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 626 shares; 2025Q2: 1,444 shares; 2025Q3: 2,311 shares; 2025Q4: 4,342 shares 4,342 $301K <0.01% +2,031 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,944 shares; 2025Q1: 3,300 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 5,200 shares 5,200 $301K <0.01% +2,600 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 2,945 shares; 2025Q1: 2,957 shares; 2025Q2: 3,348 shares; 2025Q3: 3,366 shares; 2025Q4: 12,862 shares 12,862 $301K <0.01% +9,496 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,764 shares 6,764 $300K <0.01% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,124 shares 6,124 $299K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 698 shares; 2025Q1: 275 shares; 2025Q2: 374 shares; 2025Q3: 466 shares; 2025Q4: 1,503 shares 1,503 $299K <0.01% +1,037 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,206 shares; 2025Q1: 778 shares; 2025Q2: 2,661 shares; 2025Q3: 1,844 shares; 2025Q4: 4,497 shares 4,497 $298K <0.01% +2,653 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,232 shares; 2025Q3: 16,676 shares; 2025Q4: 14,949 shares 14,949 $297K <0.01% -1,727 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 1,286 shares; 2025Q1: 928 shares; 2025Q2: 3,786 shares; 2025Q3: 3,512 shares; 2025Q4: 4,459 shares 4,459 $296K <0.01% +947 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 8,093 shares; 2025Q1: 8,093 shares; 2025Q2: 8,093 shares; 2025Q3: 8,093 shares; 2025Q4: 8,093 shares 8,093 $294K <0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 9,357 shares; 2025Q1: 9,357 shares; 2025Q2: 9,357 shares; 2025Q3: 9,357 shares; 2025Q4: 7,457 shares 7,457 $294K <0.01% -1,900 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,612 shares; 2024Q4: 12,612 shares; 2025Q1: 12,612 shares; 2025Q2: 12,612 shares; 2025Q3: 12,612 shares; 2025Q4: 12,612 shares 12,612 $293K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,177 shares; 2025Q1: 2,194 shares; 2025Q2: 3,104 shares; 2025Q3: 2,512 shares; 2025Q4: 3,168 shares 3,168 $291K <0.01% +656 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,148 shares; 2024Q4: 3,148 shares; 2025Q1: 3,148 shares; 2025Q2: not reported; 2025Q3: 6,299 shares; 2025Q4: 6,306 shares 6,306 $291K <0.01% +7 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,204 shares; 2025Q1: 3,227 shares; 2025Q2: 3,493 shares; 2025Q3: 4,033 shares; 2025Q4: 3,746 shares 3,746 $290K <0.01% -287 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,145 shares; 2024Q4: 12,466 shares; 2025Q1: 12,252 shares; 2025Q2: 14,563 shares; 2025Q3: 12,842 shares; 2025Q4: 7,010 shares 7,010 $288K <0.01% -5,832 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 3,553 shares; 2025Q2: 3,553 shares; 2025Q3: 3,553 shares; 2025Q4: 3,553 shares 3,553 $287K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 507 shares; 2025Q1: 330 shares; 2025Q2: 1,404 shares; 2025Q3: 1,494 shares; 2025Q4: 3,277 shares 3,277 $285K <0.01% +1,783 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 22,112 shares 22,112 $284K <0.01% +22,087 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 556 shares; 2025Q1: 2,108 shares; 2025Q2: 2,576 shares; 2025Q3: 3,800 shares; 2025Q4: 10,815 shares 10,815 $280K <0.01% +7,015 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 1,831 shares; 2025Q1: 1,898 shares; 2025Q2: 2,541 shares; 2025Q3: 2,584 shares; 2025Q4: 3,482 shares 3,482 $280K <0.01% +898 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,204 shares 8,204 $280K <0.01% new Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 4,243 shares; 2025Q1: 4,243 shares; 2025Q2: 4,243 shares; 2025Q3: 4,243 shares; 2025Q4: 4,243 shares 4,243 $279K <0.01% 0 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,293 shares 8,293 $279K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 822 shares; 2025Q1: not reported; 2025Q2: 1,961 shares; 2025Q3: 1,971 shares; 2025Q4: 2,359 shares 2,359 $277K <0.01% +388 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,473 shares 3,473 $276K <0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,899 shares; 2025Q1: 3,561 shares; 2025Q2: 2,762 shares; 2025Q3: 268 shares; 2025Q4: 2,203 shares 2,203 $276K <0.01% +1,935 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,657 shares; 2025Q4: 29,594 shares 29,594 $276K <0.01% -63 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165 shares; 2025Q3: 827 shares; 2025Q4: 2,499 shares 2,499 $276K <0.01% +1,672 Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,870 shares; 2025Q1: 10,870 shares; 2025Q2: 10,870 shares; 2025Q3: 10,870 shares; 2025Q4: 10,870 shares 10,870 $274K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,817 shares; 2025Q2: 6,655 shares; 2025Q3: 6,655 shares; 2025Q4: 6,655 shares 6,655 $273K <0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 63 shares; 2025Q3: 209 shares; 2025Q4: 653 shares 653 $272K <0.01% +444 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,826 shares; 2025Q1: 7,826 shares; 2025Q2: 7,826 shares; 2025Q3: 7,826 shares; 2025Q4: 7,826 shares 7,826 $271K <0.01% 0 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 3,941 shares; 2025Q1: 3,940 shares; 2025Q2: 3,871 shares; 2025Q3: 3,940 shares; 2025Q4: 4,007 shares 4,007 $269K <0.01% +67 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 3,455 shares; 2025Q1: 3,455 shares; 2025Q2: 3,992 shares; 2025Q3: 2,192 shares; 2025Q4: 2,559 shares 2,559 $268K <0.01% +367 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 241 shares; 2025Q1: 950 shares; 2025Q2: 21,287 shares; 2025Q3: 23,316 shares; 2025Q4: 8,050 shares 8,050 $268K <0.01% -15,266 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,496 shares; 2025Q1: 2,257 shares; 2025Q2: 2,371 shares; 2025Q3: 1,926 shares; 2025Q4: 3,371 shares 3,371 $265K <0.01% +1,445 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,633 shares 1,633 $264K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 5,584 shares; 2025Q1: 4,759 shares; 2025Q2: 4,559 shares; 2025Q3: 4,559 shares; 2025Q4: 4,042 shares 4,042 $263K <0.01% -517 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,848 shares; 2025Q3: 2,848 shares; 2025Q4: 2,848 shares 2,848 $263K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,986 shares; 2024Q4: 24,472 shares; 2025Q1: 24,692 shares; 2025Q2: 25,570 shares; 2025Q3: 24,441 shares; 2025Q4: 25,847 shares 25,847 $261K <0.01% +1,406 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 802 shares; 2025Q1: 720 shares; 2025Q2: 1,245 shares; 2025Q3: 994 shares; 2025Q4: 1,784 shares 1,784 $258K <0.01% +790 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 625 shares; 2025Q1: 3,738 shares; 2025Q2: 3,828 shares; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares 3,184 $258K <0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $258K <0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,500 shares; 2025Q1: 1,938 shares; 2025Q2: 2,025 shares; 2025Q3: 225 shares; 2025Q4: 1,264 shares 1,264 $257K <0.01% +1,039 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 245 shares; 2025Q2: 382 shares; 2025Q3: 1,075 shares; 2025Q4: 5,483 shares 5,483 $256K <0.01% +4,408 Timeline SPOTIFY USA INC SPOTIFY USA INC More: the full row for SPOTIFY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,000 shares; 2024Q4: 225,000 shares; 2025Q1: 225,000 shares; 2025Q2: 225,000 shares; 2025Q3: 225,000 shares; 2025Q4: 225,000 shares 225,000 $255K <0.01% 0 ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 452 shares; 2025Q3: 1,545 shares; 2025Q4: 6,908 shares 6,908 $255K <0.01% +5,363 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: not reported; 2025Q3: 5,479 shares; 2025Q4: 5,479 shares 5,479 $254K <0.01% 0 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 8,013 shares 8,013 $254K <0.01% +7,986 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,076 shares; 2025Q3: 23,833 shares; 2025Q4: 22,809 shares 22,809 $254K <0.01% -1,024 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,036 shares; 2024Q4: 10,536 shares; 2025Q1: 10,536 shares; 2025Q2: 12,409 shares; 2025Q3: 14,037 shares; 2025Q4: 16,840 shares 16,840 $254K <0.01% +2,803 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,175 shares; 2025Q1: 1,064 shares; 2025Q2: 2,920 shares; 2025Q3: 2,084 shares; 2025Q4: 3,927 shares 3,927 $253K <0.01% +1,843 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 4,308 shares; 2025Q1: 2,309 shares; 2025Q2: 1,843 shares; 2025Q3: 4,465 shares; 2025Q4: 2,051 shares 2,051 $252K <0.01% -2,414 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,948 shares; 2025Q1: 3,948 shares; 2025Q2: 3,948 shares; 2025Q3: 3,948 shares; 2025Q4: 4,928 shares 4,928 $252K <0.01% +980 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 3,112 shares; 2025Q1: 3,472 shares; 2025Q2: 3,770 shares; 2025Q3: 3,452 shares; 2025Q4: 3,170 shares 3,170 $251K <0.01% -282 Timeline VNLA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,294 shares; 2024Q4: 35,624 shares; 2025Q1: 26,174 shares; 2025Q2: 18,790 shares; 2025Q3: 8,526 shares; 2025Q4: 5,095 shares 5,095 $250K <0.01% -3,431 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,859 shares; 2025Q1: 1,868 shares; 2025Q2: 2,297 shares; 2025Q3: 2,355 shares; 2025Q4: 2,985 shares 2,985 $249K <0.01% +630 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 827 shares; 2025Q1: 1,093 shares; 2025Q2: 1,455 shares; 2025Q3: 1,614 shares; 2025Q4: 3,598 shares 3,598 $249K <0.01% +1,984 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,255 shares; 2025Q3: not reported; 2025Q4: 15,029 shares 15,029 $248K <0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 1,541 shares; 2025Q1: 1,653 shares; 2025Q2: 3,462 shares; 2025Q3: 4,205 shares; 2025Q4: 2,281 shares 2,281 $247K <0.01% -1,924 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,167 shares; 2025Q2: 7,187 shares; 2025Q3: 5,154 shares; 2025Q4: 4,921 shares 4,921 $245K <0.01% -233 Timeline JBBB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 5,883 shares; 2025Q1: 520 shares; 2025Q2: 5,277 shares; 2025Q3: 6,539 shares; 2025Q4: 5,106 shares 5,106 $244K <0.01% -1,433 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 2,336 shares; 2025Q2: 3,001 shares; 2025Q3: 8,692 shares; 2025Q4: 8,052 shares 8,052 $243K <0.01% -640 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares 1,179 $243K <0.01% 0 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 4,977 shares; 2025Q1: 4,982 shares; 2025Q2: 4,982 shares; 2025Q3: 4,990 shares; 2025Q4: 5,019 shares 5,019 $242K <0.01% +29 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 226 shares; 2025Q3: 164 shares; 2025Q4: 531 shares 531 $242K <0.01% +367 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 799 shares; 2025Q1: 597 shares; 2025Q2: 853 shares; 2025Q3: 660 shares; 2025Q4: 1,066 shares 1,066 $241K <0.01% +406 Timeline AUTL AUTOLUS THERAPEUTICS LTD More: the full row for AUTOLUS THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,107 shares; 2024Q4: 91,107 shares; 2025Q1: 91,107 shares; 2025Q2: 121,107 shares; 2025Q3: 121,107 shares; 2025Q4: 121,107 shares 121,107 $241K <0.01% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 599 shares; 2025Q1: 125 shares; 2025Q2: 1,604 shares; 2025Q3: 2,319 shares; 2025Q4: 5,553 shares 5,553 $241K <0.01% +3,234 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,370 shares; 2024Q4: 10,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $240K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 401 shares; 2025Q1: 1,802 shares; 2025Q2: 1,803 shares; 2025Q3: 2,718 shares; 2025Q4: 2,414 shares 2,414 $240K <0.01% -304 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,267 shares; 2025Q1: 1,365 shares; 2025Q2: 2,754 shares; 2025Q3: 2,780 shares; 2025Q4: 1,858 shares 1,858 $240K <0.01% -922 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,424 shares; 2025Q4: 4,424 shares 4,424 $239K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 2,117 shares; 2025Q1: 2,129 shares; 2025Q2: 2,755 shares; 2025Q3: 2,759 shares; 2025Q4: 3,754 shares 3,754 $239K <0.01% +995 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 291 shares; 2025Q2: 970 shares; 2025Q3: 827 shares; 2025Q4: 2,610 shares 2,610 $239K <0.01% +1,783 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,591 shares; 2025Q1: 12,591 shares; 2025Q2: 15,525 shares; 2025Q3: 15,525 shares; 2025Q4: 15,525 shares 15,525 $238K <0.01% 0 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 2,311 shares; 2025Q1: 2,395 shares; 2025Q2: 2,312 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares 2,190 $237K <0.01% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,931 shares; 2024Q4: 22,420 shares; 2025Q1: 22,420 shares; 2025Q2: 32,361 shares; 2025Q3: 6,715 shares; 2025Q4: 6,715 shares 6,715 $237K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 548 shares; 2025Q1: 550 shares; 2025Q2: 545 shares; 2025Q3: 586 shares; 2025Q4: 616 shares 616 $234K <0.01% +30 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,071 shares; 2025Q1: 3,414 shares; 2025Q2: 3,030 shares; 2025Q3: 398 shares; 2025Q4: 1,343 shares 1,343 $234K <0.01% +945 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,382 shares; 2025Q1: 1,132 shares; 2025Q2: 1,192 shares; 2025Q3: 1,328 shares; 2025Q4: 1,278 shares 1,278 $233K <0.01% -50 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 10,181 shares; 2025Q4: 10,381 shares 10,381 $233K <0.01% +200 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,578 shares; 2025Q1: 1,904 shares; 2025Q2: 2,394 shares; 2025Q3: 2,216 shares; 2025Q4: 2,939 shares 2,939 $232K <0.01% +723 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 292 shares; 2025Q2: 1,377 shares; 2025Q3: 1,927 shares; 2025Q4: 976 shares 976 $232K <0.01% -951 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 5,347 shares; 2025Q1: 5,442 shares; 2025Q2: 5,369 shares; 2025Q3: 5,371 shares; 2025Q4: 5,373 shares 5,373 $231K <0.01% +2 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,224 shares 4,224 $228K <0.01% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,090 shares; 2025Q1: not reported; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares 2,510 $228K <0.01% 0 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,796 shares 2,796 $228K <0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 533 shares; 2025Q1: 683 shares; 2025Q2: 400 shares; 2025Q3: 2,361 shares; 2025Q4: 4,320 shares 4,320 $228K <0.01% +1,959 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,495 shares; 2024Q4: 8,495 shares; 2025Q1: 8,495 shares; 2025Q2: 8,495 shares; 2025Q3: 8,495 shares; 2025Q4: 8,495 shares 8,495 $227K <0.01% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 100 shares; 2025Q4: 2,830 shares 2,830 $225K <0.01% +2,730 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 23 shares; 2025Q1: 5,055 shares; 2025Q2: 5,055 shares; 2025Q3: 5,055 shares; 2025Q4: 6,651 shares 6,651 $225K <0.01% +1,596 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 2,112 shares; 2025Q1: 1,506 shares; 2025Q2: 2,603 shares; 2025Q3: 2,603 shares; 2025Q4: 2,604 shares 2,604 $225K <0.01% +1 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $224K <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,911 shares; 2025Q1: 1,158 shares; 2025Q2: 1,530 shares; 2025Q3: 1,113 shares; 2025Q4: 1,616 shares 1,616 $223K <0.01% +503 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,221 shares; 2024Q4: 9,969 shares; 2025Q1: 8,397 shares; 2025Q2: 8,398 shares; 2025Q3: 6,770 shares; 2025Q4: 6,786 shares 6,786 $222K <0.01% +16 Timeline UEIC UNIVERSAL ELECTRS INC More: the full row for UNIVERSAL ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,434 shares; 2024Q4: 51,684 shares; 2025Q1: 52,934 shares; 2025Q2: 60,188 shares; 2025Q3: 61,438 shares; 2025Q4: 61,438 shares 61,438 $222K <0.01% 0 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,304 shares 10,304 $219K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 808 shares; 2025Q1: 1,140 shares; 2025Q2: 1,482 shares; 2025Q3: 2,684 shares; 2025Q4: 971 shares 971 $218K <0.01% -1,713 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,003 shares; 2025Q1: 3,530 shares; 2025Q2: 2,766 shares; 2025Q3: 3,424 shares; 2025Q4: 2,589 shares 2,589 $218K <0.01% -835 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,579 shares; 2025Q1: 2,511 shares; 2025Q2: 2,732 shares; 2025Q3: 2,633 shares; 2025Q4: 3,116 shares 3,116 $218K <0.01% +483 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,177 shares; 2025Q3: 358 shares; 2025Q4: 4,814 shares 4,814 $217K <0.01% +4,456 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,694 shares 5,694 $216K <0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 3,784 shares; 2025Q1: 3,786 shares; 2025Q2: 4,030 shares; 2025Q3: 4,038 shares; 2025Q4: 4,038 shares 4,038 $215K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 138 shares; 2025Q1: 72 shares; 2025Q2: 93 shares; 2025Q3: 81 shares; 2025Q4: 127 shares 127 $215K <0.01% +46 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 664 shares; 2025Q1: 132 shares; 2025Q2: 737 shares; 2025Q3: 825 shares; 2025Q4: 1,159 shares 1,159 $215K <0.01% +334 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,535 shares; 2025Q2: 1,651 shares; 2025Q3: 1,640 shares; 2025Q4: 1,886 shares 1,886 $214K <0.01% +246 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,960 shares; 2025Q3: 1,866 shares; 2025Q4: 1,866 shares 1,866 $214K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,364 shares; 2025Q1: 4,126 shares; 2025Q2: 2,341 shares; 2025Q3: 2,354 shares; 2025Q4: 2,272 shares 2,272 $213K <0.01% -82 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,037 shares; 2025Q1: 1,083 shares; 2025Q2: 1,282 shares; 2025Q3: 1,314 shares; 2025Q4: 1,077 shares 1,077 $212K <0.01% -237 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 58 shares; 2025Q1: 31 shares; 2025Q2: 221 shares; 2025Q3: 248 shares; 2025Q4: 745 shares 745 $212K <0.01% +497 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 572 shares; 2025Q2: 677 shares; 2025Q3: 681 shares; 2025Q4: 1,032 shares 1,032 $211K <0.01% +351 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,287 shares; 2024Q4: 26,914 shares; 2025Q1: 27,629 shares; 2025Q2: 28,747 shares; 2025Q3: 17,663 shares; 2025Q4: 16,501 shares 16,501 $210K <0.01% -1,162 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,317 shares; 2025Q4: 2,317 shares 2,317 $207K <0.01% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,520 shares; 2025Q1: 4,112 shares; 2025Q2: 3,988 shares; 2025Q3: 775 shares; 2025Q4: 2,108 shares 2,108 $206K <0.01% +1,333 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,516 shares; 2025Q1: 2,857 shares; 2025Q2: 4,000 shares; 2025Q3: 3,883 shares; 2025Q4: 4,597 shares 4,597 $206K <0.01% +714 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares 3,714 $204K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,463 shares; 2025Q1: 1,474 shares; 2025Q2: 2,386 shares; 2025Q3: 5,646 shares; 2025Q4: 2,428 shares 2,428 $203K <0.01% -3,218 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,756 shares; 2025Q4: 3,750 shares 3,750 $201K <0.01% -6 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,799 shares; 2025Q3: 6,885 shares; 2025Q4: 4,108 shares 4,108 $200K <0.01% -2,777 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 435 shares; 2025Q2: 822 shares; 2025Q3: 808 shares; 2025Q4: 1,237 shares 1,237 $200K <0.01% +429 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares 8,200 $199K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 47 shares; 2025Q1: 705 shares; 2025Q2: 866 shares; 2025Q3: 1,221 shares; 2025Q4: 1,446 shares 1,446 $197K <0.01% +225 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,432 shares; 2025Q1: 2,479 shares; 2025Q2: 3,691 shares; 2025Q3: 3,819 shares; 2025Q4: 2,644 shares 2,644 $196K <0.01% -1,175 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 199 shares; 2025Q1: 215 shares; 2025Q2: 324 shares; 2025Q3: 301 shares; 2025Q4: 763 shares 763 $196K <0.01% +462 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 2,867 shares; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,736 shares 3,736 $196K <0.01% 0 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $195K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,968 shares; 2025Q4: 1,890 shares 1,890 $195K <0.01% -78 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $194K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 2,041 shares; 2025Q1: 1,983 shares; 2025Q2: 503 shares; 2025Q3: 4,468 shares; 2025Q4: 2,971 shares 2,971 $193K <0.01% -1,497 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 259 shares; 2025Q1: 265 shares; 2025Q2: 483 shares; 2025Q3: 557 shares; 2025Q4: 745 shares 745 $193K <0.01% +188 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 3,519 shares; 2025Q1: 2,010 shares; 2025Q2: 2,586 shares; 2025Q3: 2,125 shares; 2025Q4: 4,214 shares 4,214 $191K <0.01% +2,089 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: 2,900 shares; 2025Q1: 2,624 shares; 2025Q2: 2,488 shares; 2025Q3: 2,025 shares; 2025Q4: 1,967 shares 1,967 $189K <0.01% -58 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 397 shares; 2025Q4: 1,401 shares 1,401 $189K <0.01% +1,004 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 622 shares; 2025Q1: 628 shares; 2025Q2: 2,848 shares; 2025Q3: 3,021 shares; 2025Q4: 2,787 shares 2,787 $188K <0.01% -234 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 514 shares; 2025Q1: 87 shares; 2025Q2: 224 shares; 2025Q3: 203 shares; 2025Q4: 571 shares 571 $186K <0.01% +368 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,003 shares; 2025Q1: 1,928 shares; 2025Q2: 2,211 shares; 2025Q3: 2,220 shares; 2025Q4: 914 shares 914 $184K <0.01% -1,306 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $184K <0.01% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,423 shares; 2025Q1: 4,193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,193 shares; 2025Q4: 4,193 shares 4,193 $182K <0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,700 shares; 2024Q4: 23,700 shares; 2025Q1: 25,100 shares; 2025Q2: 27,754 shares; 2025Q3: 24,879 shares; 2025Q4: 17,787 shares 17,787 $181K <0.01% -7,092 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 470 shares; 2025Q4: 1,389 shares 1,389 $181K <0.01% +919 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 547 shares; 2025Q1: 669 shares; 2025Q2: 973 shares; 2025Q3: 706 shares; 2025Q4: 2,477 shares 2,477 $180K <0.01% +1,771 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares 1,638 $178K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,687 shares; 2024Q4: 26,789 shares; 2025Q1: 28,789 shares; 2025Q2: 28,599 shares; 2025Q3: 6,000 shares; 2025Q4: 17,605 shares 17,605 $176K <0.01% +11,605 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 101 shares; 2025Q1: 70 shares; 2025Q2: 57 shares; 2025Q3: 7 shares; 2025Q4: 415 shares 415 $175K <0.01% +408 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,254 shares; 2024Q4: 5,254 shares; 2025Q1: 11,370 shares; 2025Q2: 13,334 shares; 2025Q3: 10,227 shares; 2025Q4: 10,645 shares 10,645 $174K <0.01% +418 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: 4,673 shares 4,673 $173K <0.01% +3,608 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,981 shares 8,981 $172K <0.01% new Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 576 shares; 2025Q3: 573 shares; 2025Q4: 669 shares 669 $171K <0.01% +96 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,435 shares; 2025Q1: 2,435 shares; 2025Q2: 4,933 shares; 2025Q3: 2,704 shares; 2025Q4: 2,704 shares 2,704 $170K <0.01% 0 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,208 shares; 2025Q4: 4,100 shares 4,100 $168K <0.01% -108 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 160 shares; 2025Q1: 318 shares; 2025Q2: 1,026 shares; 2025Q3: 1,126 shares; 2025Q4: 3,635 shares 3,635 $168K <0.01% +2,509 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 356 shares; 2025Q2: 595 shares; 2025Q3: 606 shares; 2025Q4: 2,218 shares 2,218 $165K <0.01% +1,612 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 381 shares; 2025Q2: 651 shares; 2025Q3: 570 shares; 2025Q4: 1,310 shares 1,310 $164K <0.01% +740 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,620 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $164K <0.01% 0 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $164K <0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,768 shares 11,768 $163K <0.01% new Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,927 shares; 2025Q3: 30,927 shares; 2025Q4: 39,054 shares 39,054 $162K <0.01% +8,127 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 3,204 shares; 2025Q1: 4,018 shares; 2025Q2: 2,902 shares; 2025Q3: 2,142 shares; 2025Q4: 1,009 shares 1,009 $161K <0.01% -1,133 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: 582 shares 582 $161K <0.01% -182 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,952 shares; 2025Q3: 1,952 shares; 2025Q4: 1,952 shares 1,952 $161K <0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,111 shares; 2025Q1: not reported; 2025Q2: 12,770 shares; 2025Q3: 12,770 shares; 2025Q4: 16,153 shares 16,153 $160K <0.01% +3,383 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 836 shares; 2025Q1: 11 shares; 2025Q2: 375 shares; 2025Q3: 423 shares; 2025Q4: 1,139 shares 1,139 $160K <0.01% +716 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 694 shares 694 $160K <0.01% -13 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,964 shares; 2025Q3: 35,964 shares; 2025Q4: 17,364 shares 17,364 $159K <0.01% -18,600 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: 1,863 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares 1,823 $157K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 586 shares; 2025Q1: 1,684 shares; 2025Q2: 1,744 shares; 2025Q3: 1,506 shares; 2025Q4: 1,430 shares 1,430 $156K <0.01% -76 Timeline VRDN VIRIDIAN THERAPEUTICS INC More: the full row for VIRIDIAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $156K <0.01% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,624 shares; 2024Q4: 14,186 shares; 2025Q1: 12,739 shares; 2025Q2: 16,789 shares; 2025Q3: 16,961 shares; 2025Q4: 10,488 shares 10,488 $155K <0.01% -6,473 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,672 shares; 2024Q4: 5,958 shares; 2025Q1: 5,878 shares; 2025Q2: 5,878 shares; 2025Q3: 5,729 shares; 2025Q4: 5,730 shares 5,730 $155K <0.01% +1 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,261 shares; 2024Q4: 2,361 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares; 2025Q3: 1,934 shares; 2025Q4: 3,053 shares 3,053 $154K <0.01% +1,119 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: 335 shares; 2025Q4: 1,069 shares 1,069 $154K <0.01% +734 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,606 shares; 2024Q4: 27,206 shares; 2025Q1: 27,206 shares; 2025Q2: 27,206 shares; 2025Q3: 27,670 shares; 2025Q4: 13,156 shares 13,156 $154K <0.01% -14,514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,266 shares; 2025Q1: 3,266 shares; 2025Q2: 3,266 shares; 2025Q3: 3,666 shares; 2025Q4: 3,440 shares 3,440 $153K <0.01% -226 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares 1,490 $153K <0.01% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares 1,650 $153K <0.01% 0 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 407 shares; 2025Q2: 1,065 shares; 2025Q3: 1,685 shares; 2025Q4: 4,429 shares 4,429 $152K <0.01% +2,744 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458 shares; 2024Q4: 2,458 shares; 2025Q1: 2,108 shares; 2025Q2: 2,201 shares; 2025Q3: 1,839 shares; 2025Q4: 2,830 shares 2,830 $152K <0.01% +991 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,014 shares; 2025Q1: 714 shares; 2025Q2: 694 shares; 2025Q3: 553 shares; 2025Q4: 727 shares 727 $151K <0.01% +174 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 4,100 shares; 2025Q1: 455 shares; 2025Q2: 756 shares; 2025Q3: 751 shares; 2025Q4: 1,088 shares 1,088 $150K <0.01% +337 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,448 shares 1,448 $150K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,567 shares; 2025Q1: 2,639 shares; 2025Q2: 3,649 shares; 2025Q3: 8,721 shares; 2025Q4: 12,017 shares 12,017 $149K <0.01% +3,296 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 3,214 shares; 2025Q1: 2,954 shares; 2025Q2: 3,921 shares; 2025Q3: 3,393 shares; 2025Q4: 1,144 shares 1,144 $149K <0.01% -2,249 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,605 shares; 2025Q1: 5,605 shares; 2025Q2: 5,605 shares; 2025Q3: 2,499 shares; 2025Q4: 2,499 shares 2,499 $149K <0.01% 0 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,848 shares; 2024Q4: 14,972 shares; 2025Q1: 13,189 shares; 2025Q2: 13,366 shares; 2025Q3: 13,542 shares; 2025Q4: 13,723 shares 13,723 $149K <0.01% +181 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,532 shares; 2025Q1: 1,579 shares; 2025Q2: 2,528 shares; 2025Q3: 2,344 shares; 2025Q4: 4,717 shares 4,717 $147K <0.01% +2,373 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 0 shares; 2025Q1: 90 shares; 2025Q2: 186 shares; 2025Q3: 284 shares; 2025Q4: 570 shares 570 $147K <0.01% +286 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,381 shares; 2025Q2: 1,602 shares; 2025Q3: 1,604 shares; 2025Q4: 1,883 shares 1,883 $147K <0.01% +279 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 292 shares; 2025Q3: 205 shares; 2025Q4: 835 shares 835 $147K <0.01% +630 Timeline