DDIV 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: 14,039 shares; 2024Q4: 14,285 shares; 2025Q1: 29,542 shares; 2025Q2: 30,955 shares; 2025Q3: 17,838 shares; 2025Q4: 18,437 shares 18,437 $766K 0.02% +599 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: 4,380 shares; 2024Q4: 4,684 shares; 2025Q1: 4,310 shares; 2025Q2: 4,251 shares; 2025Q3: 5,577 shares; 2025Q4: 7,283 shares 7,283 $765K 0.02% +1,706 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,863 shares; 2024Q4: not reported; 2025Q1: 5,878 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,293 shares 8,293 $762K 0.02% new 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: 7,704 shares; 2024Q4: 8,538 shares; 2025Q1: 9,212 shares; 2025Q2: 9,465 shares; 2025Q3: 9,991 shares; 2025Q4: 9,767 shares 9,767 $762K 0.02% -224 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 4,278 shares; 2025Q1: 5,067 shares; 2025Q2: 4,150 shares; 2025Q3: 4,321 shares; 2025Q4: 4,668 shares 4,668 $761K 0.02% +347 Timeline JLS NUVEEN MORTGAGE AND INCOME F More: the full row for NUVEEN MORTGAGE AND INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 10,187 shares; 2025Q1: 10,711 shares; 2025Q2: 12,552 shares; 2025Q3: 12,842 shares; 2025Q4: 41,705 shares 41,705 $759K 0.02% +28,863 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: 1,341 shares; 2024Q4: 1,667 shares; 2025Q1: 1,647 shares; 2025Q2: 1,691 shares; 2025Q3: 1,934 shares; 2025Q4: 2,637 shares 2,637 $757K 0.02% +703 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,370 shares; 2025Q2: 27,871 shares; 2025Q3: 23,660 shares; 2025Q4: 21,460 shares 21,460 $757K 0.02% -2,200 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 2,103 shares; 2025Q1: 2,208 shares; 2025Q2: 2,944 shares; 2025Q3: 3,205 shares; 2025Q4: 4,891 shares 4,891 $757K 0.02% +1,686 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: 167 shares; 2024Q4: 181 shares; 2025Q1: 210 shares; 2025Q2: 207 shares; 2025Q3: 226 shares; 2025Q4: 223 shares 223 $756K 0.02% -3 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,004 shares; 2025Q2: 26,338 shares; 2025Q3: 21,744 shares; 2025Q4: 25,722 shares 25,722 $755K 0.02% +3,978 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,574 shares; 2025Q1: 5,963 shares; 2025Q2: 5,039 shares; 2025Q3: 6,264 shares; 2025Q4: 6,889 shares 6,889 $754K 0.02% +625 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,653 shares; 2024Q4: 20,455 shares; 2025Q1: 21,038 shares; 2025Q2: 21,038 shares; 2025Q3: 29,135 shares; 2025Q4: 66,687 shares 66,687 $754K 0.02% +37,552 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,907 shares; 2024Q4: 20,523 shares; 2025Q1: 20,889 shares; 2025Q2: 20,395 shares; 2025Q3: 23,914 shares; 2025Q4: 24,680 shares 24,680 $754K 0.02% +766 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 2,040 shares; 2025Q1: 2,893 shares; 2025Q2: 3,058 shares; 2025Q3: 3,187 shares; 2025Q4: 2,930 shares 2,930 $750K 0.02% -257 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: 4,980 shares; 2024Q4: 4,124 shares; 2025Q1: 4,063 shares; 2025Q2: 4,164 shares; 2025Q3: 5,099 shares; 2025Q4: 6,395 shares 6,395 $750K 0.02% +1,296 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,923 shares; 2024Q4: 8,917 shares; 2025Q1: 10,538 shares; 2025Q2: 9,565 shares; 2025Q3: 10,126 shares; 2025Q4: 10,252 shares 10,252 $749K 0.02% +126 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,559 shares; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 4,068 shares; 2025Q4: 9,018 shares 9,018 $748K 0.02% +4,950 Timeline EMGF 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: 13,731 shares; 2025Q3: 12,914 shares; 2025Q4: 12,914 shares 12,914 $747K 0.02% 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: 10,335 shares; 2024Q4: 13,792 shares; 2025Q1: 14,919 shares; 2025Q2: 13,849 shares; 2025Q3: 9,354 shares; 2025Q4: 9,339 shares 9,339 $746K 0.02% -15 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: not reported; 2024Q4: 1,066 shares; 2025Q1: 1,230 shares; 2025Q2: 1,175 shares; 2025Q3: 1,303 shares; 2025Q4: 1,324 shares 1,324 $744K 0.02% +21 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,608 shares; 2024Q4: 38,263 shares; 2025Q1: 32,312 shares; 2025Q2: 29,947 shares; 2025Q3: 27,868 shares; 2025Q4: 41,531 shares 41,531 $740K 0.02% +13,663 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,743 shares; 2025Q2: 18,807 shares; 2025Q3: 21,167 shares; 2025Q4: 23,748 shares 23,748 $739K 0.02% +2,581 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 3,095 shares; 2025Q1: 3,599 shares; 2025Q2: 3,634 shares; 2025Q3: 4,166 shares; 2025Q4: 4,593 shares 4,593 $738K 0.02% +427 Timeline VEU 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: 5,730 shares; 2024Q4: 8,407 shares; 2025Q1: 8,692 shares; 2025Q2: 8,318 shares; 2025Q3: 8,372 shares; 2025Q4: 10,030 shares 10,030 $738K 0.02% +1,658 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,688 shares; 2025Q1: 3,274 shares; 2025Q2: 3,898 shares; 2025Q3: 3,931 shares; 2025Q4: 3,669 shares 3,669 $738K 0.02% -262 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: 9,552 shares; 2024Q4: 10,257 shares; 2025Q1: 7,552 shares; 2025Q2: 6,734 shares; 2025Q3: 7,975 shares; 2025Q4: 8,339 shares 8,339 $736K 0.02% +364 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU 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: 33,417 shares; 2025Q4: 26,280 shares 26,280 $731K 0.02% -7,137 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,804 shares; 2025Q2: 10,200 shares; 2025Q3: 15,355 shares; 2025Q4: 25,241 shares 25,241 $727K 0.02% +9,886 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 14,237 shares 14,237 $725K 0.02% new Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 7,575 shares; 2025Q1: 7,134 shares; 2025Q2: 8,072 shares; 2025Q3: 9,022 shares; 2025Q4: 10,067 shares 10,067 $724K 0.02% +1,045 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,322 shares; 2024Q4: 33,787 shares; 2025Q1: 38,603 shares; 2025Q2: 37,352 shares; 2025Q3: 39,694 shares; 2025Q4: 40,551 shares 40,551 $721K 0.02% +857 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,464 shares; 2024Q4: 13,622 shares; 2025Q1: 10,824 shares; 2025Q2: 14,416 shares; 2025Q3: 15,406 shares; 2025Q4: 16,200 shares 16,200 $719K 0.02% +794 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 734 shares; 2025Q1: 891 shares; 2025Q2: 1,035 shares; 2025Q3: 1,106 shares; 2025Q4: 1,150 shares 1,150 $716K 0.02% +44 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,881 shares; 2025Q1: 4,811 shares; 2025Q2: 4,869 shares; 2025Q3: 7,206 shares; 2025Q4: 8,541 shares 8,541 $714K 0.02% +1,335 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 3,966 shares; 2025Q1: 8,081 shares; 2025Q2: 9,094 shares; 2025Q3: 8,812 shares; 2025Q4: 7,505 shares 7,505 $714K 0.02% -1,307 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,175 shares; 2024Q4: 28,233 shares; 2025Q1: 43,670 shares; 2025Q2: 42,335 shares; 2025Q3: 42,158 shares; 2025Q4: 45,673 shares 45,673 $712K 0.02% +3,515 Timeline SCHJ 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: 11,844 shares; 2024Q4: 24,283 shares; 2025Q1: 23,938 shares; 2025Q2: 22,861 shares; 2025Q3: 23,570 shares; 2025Q4: 28,436 shares 28,436 $708K 0.02% +4,866 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,443 shares; 2024Q4: 11,022 shares; 2025Q1: 10,867 shares; 2025Q2: 10,187 shares; 2025Q3: 11,066 shares; 2025Q4: 11,093 shares 11,093 $704K 0.02% +27 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: 719 shares; 2024Q4: 512 shares; 2025Q1: 746 shares; 2025Q2: 959 shares; 2025Q3: 1,346 shares; 2025Q4: 1,489 shares 1,489 $700K 0.02% +143 Timeline USHY 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: 21,657 shares; 2024Q4: 13,441 shares; 2025Q1: 13,089 shares; 2025Q2: 15,537 shares; 2025Q3: 17,525 shares; 2025Q4: 18,665 shares 18,665 $698K 0.02% +1,140 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,748 shares; 2025Q1: 6,663 shares; 2025Q2: 6,720 shares; 2025Q3: 5,860 shares; 2025Q4: 3,093 shares 3,093 $695K 0.02% -2,767 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: not reported; 2024Q4: 1,480 shares; 2025Q1: 1,783 shares; 2025Q2: 2,300 shares; 2025Q3: 2,768 shares; 2025Q4: 3,397 shares 3,397 $694K 0.02% +629 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2025Q3: not reported; 2025Q4: 1,883 shares 1,883 $694K 0.02% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,630 shares; 2024Q4: 40,614 shares; 2025Q1: 41,323 shares; 2025Q2: 31,888 shares; 2025Q3: 37,327 shares; 2025Q4: 42,975 shares 42,975 $692K 0.02% +5,648 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,418 shares; 2024Q4: 25,373 shares; 2025Q1: 28,500 shares; 2025Q2: 35,668 shares; 2025Q3: 38,340 shares; 2025Q4: 39,324 shares 39,324 $689K 0.02% +984 Timeline RGT ROYCE GLOBAL TRUST INC More: the full row for ROYCE GLOBAL 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: not reported; 2025Q2: not reported; 2025Q3: 45,320 shares; 2025Q4: 52,525 shares 52,525 $689K 0.02% +7,205 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,290 shares; 2024Q4: 22,656 shares; 2025Q1: 26,785 shares; 2025Q2: 28,748 shares; 2025Q3: 29,924 shares; 2025Q4: 31,217 shares 31,217 $687K 0.02% +1,293 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,471 shares; 2024Q4: 44,843 shares; 2025Q1: 44,267 shares; 2025Q2: 25,836 shares; 2025Q3: 30,243 shares; 2025Q4: 33,254 shares 33,254 $686K 0.02% +3,011 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,216 shares; 2025Q2: 2,273 shares; 2025Q3: 2,464 shares; 2025Q4: 3,128 shares 3,128 $686K 0.02% +664 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 8,940 shares; 2025Q1: 9,035 shares; 2025Q2: 9,124 shares; 2025Q3: 11,465 shares; 2025Q4: 11,710 shares 11,710 $686K 0.02% +245 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 6,677 shares; 2025Q1: 6,653 shares; 2025Q2: 6,914 shares; 2025Q3: 7,215 shares; 2025Q4: 7,940 shares 7,940 $685K 0.02% +725 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,395 shares; 2024Q4: 16,051 shares; 2025Q1: 18,265 shares; 2025Q2: 19,392 shares; 2025Q3: 20,716 shares; 2025Q4: 21,712 shares 21,712 $683K 0.02% +996 Timeline DFAS 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: 4,766 shares; 2024Q4: 4,867 shares; 2025Q1: 19,406 shares; 2025Q2: 10,952 shares; 2025Q3: 8,128 shares; 2025Q4: 9,761 shares 9,761 $680K 0.02% +1,633 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,526 shares; 2025Q2: 57,642 shares; 2025Q3: 58,095 shares; 2025Q4: 60,336 shares 60,336 $679K 0.02% +2,241 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,924 shares; 2024Q4: 5,963 shares; 2025Q1: 8,276 shares; 2025Q2: 9,536 shares; 2025Q3: 10,235 shares; 2025Q4: 10,527 shares 10,527 $678K 0.02% +292 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: 1,279 shares; 2024Q4: 1,260 shares; 2025Q1: 1,568 shares; 2025Q2: 1,163 shares; 2025Q3: 1,604 shares; 2025Q4: 2,008 shares 2,008 $676K 0.02% +404 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 543 shares; 2025Q1: 599 shares; 2025Q2: 645 shares; 2025Q3: 595 shares; 2025Q4: 668 shares 668 $674K 0.02% +73 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,569 shares; 2024Q4: 28,232 shares; 2025Q1: 23,197 shares; 2025Q2: 25,632 shares; 2025Q3: 24,578 shares; 2025Q4: 16,633 shares 16,633 $672K 0.02% -7,945 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,621 shares; 2025Q1: 1,784 shares; 2025Q2: 1,904 shares; 2025Q3: 1,905 shares; 2025Q4: 2,678 shares 2,678 $672K 0.02% +773 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 5,898 shares; 2025Q1: 7,718 shares; 2025Q2: 8,987 shares; 2025Q3: 10,288 shares; 2025Q4: 10,014 shares 10,014 $671K 0.02% -274 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: not reported; 2024Q4: 1,834 shares; 2025Q1: 2,266 shares; 2025Q2: 3,982 shares; 2025Q3: 4,254 shares; 2025Q4: 4,626 shares 4,626 $670K 0.02% +372 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,746 shares; 2025Q1: 2,859 shares; 2025Q2: 2,748 shares; 2025Q3: 3,166 shares; 2025Q4: 3,216 shares 3,216 $669K 0.02% +50 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,331 shares; 2025Q1: 4,851 shares; 2025Q2: 5,486 shares; 2025Q3: 5,971 shares; 2025Q4: 6,352 shares 6,352 $669K 0.02% +381 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 8,614 shares; 2025Q1: 10,156 shares; 2025Q2: 10,726 shares; 2025Q3: 11,161 shares; 2025Q4: 11,552 shares 11,552 $667K 0.02% +391 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,837 shares; 2025Q1: 4,559 shares; 2025Q2: 5,461 shares; 2025Q3: 5,951 shares; 2025Q4: 6,378 shares 6,378 $664K 0.02% +427 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO 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: 102,601 shares 102,601 $662K 0.02% new Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 13,479 shares; 2025Q4: 13,608 shares 13,608 $661K 0.02% +129 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,882 shares; 2025Q4: 26,363 shares 26,363 $659K 0.02% -1,519 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: 2,398 shares; 2024Q4: 2,347 shares; 2025Q1: 5,084 shares; 2025Q2: 5,958 shares; 2025Q3: 6,577 shares; 2025Q4: 4,661 shares 4,661 $659K 0.02% -1,916 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,780 shares; 2025Q1: 3,868 shares; 2025Q2: 3,786 shares; 2025Q3: 3,748 shares; 2025Q4: 3,737 shares 3,737 $656K 0.02% -11 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: 3,941 shares; 2024Q4: 4,315 shares; 2025Q1: 5,287 shares; 2025Q2: 4,712 shares; 2025Q3: 5,205 shares; 2025Q4: 5,709 shares 5,709 $655K 0.02% +504 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,214 shares; 2025Q3: 12,362 shares; 2025Q4: 8,751 shares 8,751 $655K 0.02% -3,611 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,888 shares 5,888 $650K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,325 shares; 2025Q1: 1,386 shares; 2025Q2: 2,151 shares; 2025Q3: 2,581 shares; 2025Q4: 2,919 shares 2,919 $650K 0.02% +338 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,138 shares 24,138 $649K 0.02% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,725 shares; 2024Q4: 22,966 shares; 2025Q1: 30,849 shares; 2025Q2: 18,899 shares; 2025Q3: 22,045 shares; 2025Q4: 22,612 shares 22,612 $649K 0.02% +567 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: 3,070 shares; 2024Q4: 3,524 shares; 2025Q1: 3,745 shares; 2025Q2: 4,438 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares 5,005 $646K 0.02% 0 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: 1,896 shares; 2024Q4: 1,939 shares; 2025Q1: 2,315 shares; 2025Q2: 2,253 shares; 2025Q3: 2,531 shares; 2025Q4: 5,254 shares 5,254 $646K 0.02% +2,723 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 8,299 shares; 2025Q1: 9,815 shares; 2025Q2: 11,268 shares; 2025Q3: 10,530 shares; 2025Q4: 8,101 shares 8,101 $646K 0.02% -2,429 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,274 shares; 2025Q1: 1,545 shares; 2025Q2: 1,607 shares; 2025Q3: 1,686 shares; 2025Q4: 1,825 shares 1,825 $645K 0.02% +139 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION 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: 42,156 shares; 2025Q4: 44,386 shares 44,386 $641K 0.02% +2,230 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: 3,765 shares; 2024Q4: 5,052 shares; 2025Q1: 8,731 shares; 2025Q2: 8,731 shares; 2025Q3: 9,285 shares; 2025Q4: 8,947 shares 8,947 $641K 0.02% -338 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,707 shares; 2025Q3: 26,664 shares; 2025Q4: 32,284 shares 32,284 $636K 0.02% +5,620 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,521 shares; 2025Q4: 17,343 shares 17,343 $634K 0.02% +822 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,317 shares; 2024Q4: 13,564 shares; 2025Q1: 12,553 shares; 2025Q2: 10,500 shares; 2025Q3: 10,502 shares; 2025Q4: 13,277 shares 13,277 $634K 0.02% +2,775 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: 2,505 shares; 2024Q4: 3,485 shares; 2025Q1: 4,657 shares; 2025Q2: 4,812 shares; 2025Q3: 4,366 shares; 2025Q4: 3,605 shares 3,605 $632K 0.02% -761 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,329 shares; 2025Q1: 10,938 shares; 2025Q2: 11,804 shares; 2025Q3: 14,510 shares; 2025Q4: 15,045 shares 15,045 $628K 0.02% +535 Timeline SLQD 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: 12,767 shares; 2024Q4: 12,630 shares; 2025Q1: 16,695 shares; 2025Q2: 16,456 shares; 2025Q3: 12,361 shares; 2025Q4: 12,365 shares 12,365 $627K 0.02% +4 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: 2,265 shares; 2024Q4: 2,415 shares; 2025Q1: not reported; 2025Q2: 2,893 shares; 2025Q3: 5,156 shares; 2025Q4: 5,842 shares 5,842 $626K 0.02% +686 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,097 shares; 2024Q4: 12,525 shares; 2025Q1: 15,801 shares; 2025Q2: 16,260 shares; 2025Q3: 18,044 shares; 2025Q4: 27,926 shares 27,926 $624K 0.02% +9,882 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,027 shares; 2025Q3: 7,160 shares; 2025Q4: 9,566 shares 9,566 $623K 0.02% +2,406 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,030 shares; 2025Q1: 3,249 shares; 2025Q2: 3,344 shares; 2025Q3: 3,765 shares; 2025Q4: 4,115 shares 4,115 $623K 0.02% +350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,328 shares; 2025Q4: 3,582 shares 3,582 $622K 0.02% +2,254 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 10,480 shares; 2025Q1: 10,673 shares; 2025Q2: 10,836 shares; 2025Q3: 9,648 shares; 2025Q4: 9,461 shares 9,461 $621K 0.02% -187 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,629 shares; 2025Q4: 19,044 shares 19,044 $620K 0.02% +8,415 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 4,928 shares; 2025Q1: 5,770 shares; 2025Q2: 7,091 shares; 2025Q3: 7,183 shares; 2025Q4: 8,176 shares 8,176 $616K 0.02% +993 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 7,089 shares; 2025Q1: 6,558 shares; 2025Q2: 6,700 shares; 2025Q3: 7,974 shares; 2025Q4: 8,472 shares 8,472 $614K 0.02% +498 Timeline OEF 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: 808 shares; 2025Q1: 797 shares; 2025Q2: 796 shares; 2025Q3: 1,923 shares; 2025Q4: 1,788 shares 1,788 $613K 0.02% -135 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,030 shares; 2024Q4: 19,716 shares; 2025Q1: 20,817 shares; 2025Q2: 18,946 shares; 2025Q3: 19,086 shares; 2025Q4: 161,337 shares 161,337 $608K 0.02% +142,251 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: 3,833 shares; 2024Q4: 4,272 shares; 2025Q1: 5,110 shares; 2025Q2: 4,265 shares; 2025Q3: 4,781 shares; 2025Q4: 5,397 shares 5,397 $607K 0.02% +616 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 759 shares; 2025Q4: 2,506 shares 2,506 $606K 0.02% +1,747 Timeline SDY 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: 4,050 shares; 2024Q4: 4,249 shares; 2025Q1: 4,200 shares; 2025Q2: 4,206 shares; 2025Q3: 4,190 shares; 2025Q4: 4,355 shares 4,355 $606K 0.02% +165 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: not reported; 2024Q4: 1,331 shares; 2025Q1: 1,863 shares; 2025Q2: 2,110 shares; 2025Q3: 2,122 shares; 2025Q4: 2,818 shares 2,818 $605K 0.02% +696 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,229 shares; 2025Q1: 1,505 shares; 2025Q2: 1,548 shares; 2025Q3: 1,718 shares; 2025Q4: 2,131 shares 2,131 $604K 0.02% +413 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 22,000 shares 22,000 $603K 0.02% new 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: not reported; 2024Q4: 5,648 shares; 2025Q1: 5,671 shares; 2025Q2: 3,317 shares; 2025Q3: 3,348 shares; 2025Q4: 3,391 shares 3,391 $601K 0.02% +43 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,408 shares; 2025Q1: 5,893 shares; 2025Q2: 8,300 shares; 2025Q3: 8,306 shares; 2025Q4: 8,081 shares 8,081 $599K 0.02% -225 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 6,665 shares; 2025Q1: 8,531 shares; 2025Q2: 8,643 shares; 2025Q3: 10,159 shares; 2025Q4: 9,554 shares 9,554 $597K 0.02% -605 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,659 shares; 2025Q1: 4,399 shares; 2025Q2: 4,407 shares; 2025Q3: 5,880 shares; 2025Q4: 6,000 shares 6,000 $596K 0.02% +120 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: 10,231 shares; 2024Q4: 11,339 shares; 2025Q1: 10,342 shares; 2025Q2: 11,073 shares; 2025Q3: 11,801 shares; 2025Q4: 10,204 shares 10,204 $596K 0.02% -1,597 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,853 shares; 2024Q4: 50,975 shares; 2025Q1: 51,779 shares; 2025Q2: 51,779 shares; 2025Q3: 58,870 shares; 2025Q4: 79,160 shares 79,160 $594K 0.02% +20,290 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: 2,932 shares; 2024Q4: 2,660 shares; 2025Q1: 2,515 shares; 2025Q2: 3,237 shares; 2025Q3: 4,158 shares; 2025Q4: 4,372 shares 4,372 $591K 0.02% +214 Timeline IVW 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: 6,793 shares; 2024Q4: 11,851 shares; 2025Q1: 13,612 shares; 2025Q2: 13,605 shares; 2025Q3: 10,376 shares; 2025Q4: 4,783 shares 4,783 $590K 0.02% -5,593 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,769 shares; 2025Q1: 4,774 shares; 2025Q2: 5,125 shares; 2025Q3: 5,126 shares; 2025Q4: 5,097 shares 5,097 $588K 0.02% -29 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,684 shares; 2024Q4: 8,634 shares; 2025Q1: 15,691 shares; 2025Q2: 16,258 shares; 2025Q3: 19,450 shares; 2025Q4: 19,909 shares 19,909 $587K 0.02% +459 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: 946 shares; 2024Q4: 1,330 shares; 2025Q1: 1,502 shares; 2025Q2: 1,585 shares; 2025Q3: 1,491 shares; 2025Q4: 1,538 shares 1,538 $584K 0.02% +47 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,111 shares; 2024Q4: 11,874 shares; 2025Q1: 16,204 shares; 2025Q2: 10,630 shares; 2025Q3: 36,890 shares; 2025Q4: 40,690 shares 40,690 $584K 0.02% +3,800 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,815 shares; 2024Q4: 6,144 shares; 2025Q1: 5,635 shares; 2025Q2: 5,558 shares; 2025Q3: 5,703 shares; 2025Q4: 5,514 shares 5,514 $583K 0.02% -189 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,303 shares; 2024Q4: 40,306 shares; 2025Q1: 31,857 shares; 2025Q2: 30,686 shares; 2025Q3: 30,566 shares; 2025Q4: 29,710 shares 29,710 $582K 0.02% -856 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: not reported; 2024Q4: 675 shares; 2025Q1: 744 shares; 2025Q2: 1,081 shares; 2025Q3: 1,092 shares; 2025Q4: 1,051 shares 1,051 $580K 0.02% -41 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: not reported; 2024Q4: 1,836 shares; 2025Q1: 1,914 shares; 2025Q2: 2,282 shares; 2025Q3: 2,153 shares; 2025Q4: 2,524 shares 2,524 $578K 0.02% +371 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: not reported; 2025Q4: 3,278 shares 3,278 $577K 0.02% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 5,964 shares; 2025Q1: 5,889 shares; 2025Q2: 5,882 shares; 2025Q3: 6,114 shares; 2025Q4: 6,374 shares 6,374 $576K 0.02% +260 Timeline DQ DAQO NEW ENERGY CORP More: the full row for DAQO NEW 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: not reported; 2025Q2: not reported; 2025Q3: 16,372 shares; 2025Q4: 19,518 shares 19,518 $576K 0.02% +3,146 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,782 shares; 2024Q4: 45,332 shares; 2025Q1: 50,315 shares; 2025Q2: 41,305 shares; 2025Q3: 50,067 shares; 2025Q4: 48,415 shares 48,415 $574K 0.02% -1,652 Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,264 shares; 2024Q4: 17,000 shares; 2025Q1: 52,844 shares; 2025Q2: 50,145 shares; 2025Q3: 53,158 shares; 2025Q4: 62,260 shares 62,260 $570K 0.02% +9,102 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,918 shares; 2024Q4: 31,557 shares; 2025Q1: 29,607 shares; 2025Q2: 29,673 shares; 2025Q3: 30,330 shares; 2025Q4: 28,176 shares 28,176 $570K 0.02% -2,154 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 6,732 shares; 2025Q1: 5,925 shares; 2025Q2: 8,501 shares; 2025Q3: 9,669 shares; 2025Q4: 9,905 shares 9,905 $569K 0.02% +236 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 236 shares; 2025Q1: 389 shares; 2025Q2: 338 shares; 2025Q3: 342 shares; 2025Q4: 428 shares 428 $569K 0.02% +86 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,516 shares 19,516 $565K 0.02% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 9,410 shares; 2025Q4: 12,764 shares 12,764 $564K 0.02% +3,354 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,902 shares; 2024Q4: 21,286 shares; 2025Q1: 24,642 shares; 2025Q2: 25,760 shares; 2025Q3: 26,673 shares; 2025Q4: 28,314 shares 28,314 $563K 0.02% +1,641 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,277 shares; 2024Q4: 27,830 shares; 2025Q1: 27,937 shares; 2025Q2: 27,679 shares; 2025Q3: 27,385 shares; 2025Q4: 31,703 shares 31,703 $561K 0.02% +4,318 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 1,056 shares; 2025Q1: 1,408 shares; 2025Q2: not reported; 2025Q3: 1,670 shares; 2025Q4: 2,887 shares 2,887 $560K 0.02% +1,217 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,553 shares; 2024Q4: 5,925 shares; 2025Q1: 8,631 shares; 2025Q2: 9,517 shares; 2025Q3: 10,883 shares; 2025Q4: 8,314 shares 8,314 $559K 0.02% -2,569 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628,872 shares; 2025Q4: 26,522 shares 26,522 $554K 0.02% -602,350 Timeline SPTL 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: 35,841 shares; 2024Q4: 13,466 shares; 2025Q1: 34,090 shares; 2025Q2: 30,362 shares; 2025Q3: 23,007 shares; 2025Q4: 20,897 shares 20,897 $553K 0.02% -2,110 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: 10,722 shares; 2024Q4: 2,888 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,224 shares; 2025Q4: 1,997 shares 1,997 $553K 0.02% +773 Timeline IMCB 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: 6,637 shares; 2025Q4: 6,637 shares 6,637 $549K 0.02% 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: 1,865 shares; 2024Q4: 2,319 shares; 2025Q1: 2,877 shares; 2025Q2: 3,668 shares; 2025Q3: 3,863 shares; 2025Q4: 2,824 shares 2,824 $549K 0.02% -1,039 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: not reported; 2024Q4: 2,625 shares; 2025Q1: not reported; 2025Q2: 3,270 shares; 2025Q3: 4,468 shares; 2025Q4: 4,905 shares 4,905 $548K 0.02% +437 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,588 shares; 2025Q1: 15,861 shares; 2025Q2: 15,371 shares; 2025Q3: 16,889 shares; 2025Q4: 18,756 shares 18,756 $548K 0.02% +1,867 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: 1,112 shares; 2024Q4: 1,159 shares; 2025Q1: 2,296 shares; 2025Q2: 2,437 shares; 2025Q3: 3,163 shares; 2025Q4: 2,522 shares 2,522 $547K 0.02% -641 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: 6,236 shares; 2024Q4: 5,363 shares; 2025Q1: 7,609 shares; 2025Q2: 6,847 shares; 2025Q3: 9,358 shares; 2025Q4: 9,682 shares 9,682 $546K 0.02% +324 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: 5,928 shares; 2024Q4: 6,161 shares; 2025Q1: 5,804 shares; 2025Q2: 5,318 shares; 2025Q3: 5,297 shares; 2025Q4: 4,876 shares 4,876 $546K 0.02% -421 Timeline SPHD 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: 11,183 shares; 2024Q4: 11,183 shares; 2025Q1: 11,183 shares; 2025Q2: 11,183 shares; 2025Q3: 11,183 shares; 2025Q4: 11,327 shares 11,327 $544K 0.02% +144 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 4,213 shares; 2025Q1: 4,219 shares; 2025Q2: 4,219 shares; 2025Q3: 4,218 shares; 2025Q4: 4,218 shares 4,218 $543K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,339 shares 5,339 $542K 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,962 shares 1,962 $540K 0.02% +408 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 598 shares; 2025Q1: 687 shares; 2025Q2: 773 shares; 2025Q3: 900 shares; 2025Q4: 977 shares 977 $540K 0.02% +77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,586 shares 1,586 $539K 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,018 shares; 2025Q1: 2,065 shares; 2025Q2: 2,110 shares; 2025Q3: 2,391 shares; 2025Q4: 2,613 shares 2,613 $537K 0.02% +222 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 3,050 shares; 2025Q1: 6,859 shares; 2025Q2: 4,007 shares; 2025Q3: 4,483 shares; 2025Q4: 4,196 shares 4,196 $535K 0.02% -287 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,307 shares; 2025Q1: 1,746 shares; 2025Q2: 1,943 shares; 2025Q3: 1,893 shares; 2025Q4: 1,944 shares 1,944 $535K 0.02% +51 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 3,832 shares; 2025Q1: 5,134 shares; 2025Q2: 6,602 shares; 2025Q3: 6,271 shares; 2025Q4: 4,767 shares 4,767 $535K 0.02% -1,504 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,293 shares; 2025Q1: 1,479 shares; 2025Q2: 1,649 shares; 2025Q3: 1,717 shares; 2025Q4: 1,694 shares 1,694 $533K 0.02% -23 Timeline ITAN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,344 shares 14,344 $531K 0.02% new 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: 1,483 shares; 2024Q4: 1,879 shares; 2025Q1: 1,797 shares; 2025Q2: 2,381 shares; 2025Q3: 2,486 shares; 2025Q4: 2,486 shares 2,486 $531K 0.02% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 3,605 shares; 2025Q1: 5,670 shares; 2025Q2: 6,767 shares; 2025Q3: 5,770 shares; 2025Q4: 5,600 shares 5,600 $530K 0.02% -170 Timeline REMX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,341 shares; 2025Q4: 7,173 shares 7,173 $530K 0.02% -1,168 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,981 shares; 2024Q4: 13,167 shares; 2025Q1: 9,888 shares; 2025Q2: 9,935 shares; 2025Q3: 10,020 shares; 2025Q4: 9,787 shares 9,787 $529K 0.02% -233 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: 1,591 shares; 2024Q4: 1,643 shares; 2025Q1: 1,452 shares; 2025Q2: 1,626 shares; 2025Q3: 1,723 shares; 2025Q4: 2,556 shares 2,556 $527K 0.02% +833 Timeline EEMV 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: 6,370 shares; 2024Q4: 6,574 shares; 2025Q1: 7,487 shares; 2025Q2: 7,619 shares; 2025Q3: 7,880 shares; 2025Q4: 8,215 shares 8,215 $526K 0.02% +335 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: not reported; 2024Q4: 7,860 shares; 2025Q1: 8,932 shares; 2025Q2: 9,267 shares; 2025Q3: 11,462 shares; 2025Q4: 11,621 shares 11,621 $525K 0.02% +159 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 789 shares; 2025Q1: 864 shares; 2025Q2: 1,049 shares; 2025Q3: 1,402 shares; 2025Q4: 1,069 shares 1,069 $524K 0.02% -333 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: 9,058 shares; 2024Q4: 3,897 shares; 2025Q1: 4,293 shares; 2025Q2: 4,418 shares; 2025Q3: 4,134 shares; 2025Q4: 4,308 shares 4,308 $524K 0.02% +174 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,156 shares; 2025Q1: 6,018 shares; 2025Q2: 6,203 shares; 2025Q3: 4,385 shares; 2025Q4: 11,704 shares 11,704 $523K 0.02% +7,319 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,739 shares; 2024Q4: 6,741 shares; 2025Q1: 6,701 shares; 2025Q2: 7,886 shares; 2025Q3: 12,532 shares; 2025Q4: 7,302 shares 7,302 $522K 0.02% -5,230 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: 12,076 shares; 2024Q4: 23,447 shares; 2025Q1: 23,437 shares; 2025Q2: 7,137 shares; 2025Q3: 8,287 shares; 2025Q4: 8,096 shares 8,096 $522K 0.02% -191 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,612 shares; 2025Q4: 13,151 shares 13,151 $521K 0.02% -17,461 Timeline DFIC 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: 23,692 shares; 2025Q4: 15,108 shares 15,108 $521K 0.02% -8,584 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 4,698 shares; 2025Q1: 5,738 shares; 2025Q2: 6,618 shares; 2025Q3: 7,477 shares; 2025Q4: 7,036 shares 7,036 $518K 0.02% -441 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,795 shares; 2024Q4: 71,613 shares; 2025Q1: 69,248 shares; 2025Q2: 96,095 shares; 2025Q3: 106,657 shares; 2025Q4: 103,539 shares 103,539 $518K 0.02% -3,118 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,188 shares; 2024Q4: 49,801 shares; 2025Q1: 112,009 shares; 2025Q2: 130,707 shares; 2025Q3: 144,258 shares; 2025Q4: 155,433 shares 155,433 $518K 0.02% +11,175 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,423 shares; 2024Q4: 6,136 shares; 2025Q1: 6,881 shares; 2025Q2: 8,211 shares; 2025Q3: 7,890 shares; 2025Q4: 7,291 shares 7,291 $518K 0.02% -599 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 11,657 shares; 2025Q1: 11,755 shares; 2025Q2: 11,225 shares; 2025Q3: 11,745 shares; 2025Q4: 12,791 shares 12,791 $514K 0.02% +1,046 Timeline SUSL 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: 4,278 shares; 2025Q4: 4,206 shares 4,206 $510K 0.02% -72 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,291 shares; 2025Q1: 3,808 shares; 2025Q2: 3,200 shares; 2025Q3: 3,610 shares; 2025Q4: 2,748 shares 2,748 $510K 0.02% -862 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 10,065 shares; 2025Q1: 9,963 shares; 2025Q2: 11,820 shares; 2025Q3: 11,285 shares; 2025Q4: 8,664 shares 8,664 $509K 0.02% -2,621 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,562 shares; 2025Q1: 1,534 shares; 2025Q2: 1,479 shares; 2025Q3: 1,622 shares; 2025Q4: 1,772 shares 1,772 $509K 0.02% +150 Timeline COR CENCORA INC More: the full row for CENCORA 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: 988 shares; 2025Q2: 1,049 shares; 2025Q3: 1,175 shares; 2025Q4: 1,505 shares 1,505 $508K 0.02% +330 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 9,834 shares; 2025Q1: 12,855 shares; 2025Q2: 13,088 shares; 2025Q3: 8,663 shares; 2025Q4: 8,337 shares 8,337 $507K 0.01% -326 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,083 shares; 2024Q4: 179,047 shares; 2025Q1: 173,849 shares; 2025Q2: 162,788 shares; 2025Q3: 102,654 shares; 2025Q4: 86,766 shares 86,766 $506K 0.01% -15,888 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,355 shares; 2025Q1: 1,400 shares; 2025Q2: 1,549 shares; 2025Q3: 1,596 shares; 2025Q4: 1,671 shares 1,671 $505K 0.01% +75 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,904 shares; 2025Q3: 2,506 shares; 2025Q4: 3,705 shares 3,705 $504K 0.01% +1,199 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,006 shares; 2025Q2: 1,829 shares; 2025Q3: 2,283 shares; 2025Q4: 2,785 shares 2,785 $502K 0.01% +502 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,565 shares; 2025Q1: 1,722 shares; 2025Q2: 1,806 shares; 2025Q3: 1,732 shares; 2025Q4: 1,486 shares 1,486 $501K 0.01% -246 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: 2,090 shares; 2024Q4: 2,357 shares; 2025Q1: 2,367 shares; 2025Q2: 4,996 shares; 2025Q3: 3,134 shares; 2025Q4: 3,094 shares 3,094 $499K 0.01% -40 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: 11,755 shares; 2024Q4: 10,823 shares; 2025Q1: 12,534 shares; 2025Q2: 8,864 shares; 2025Q3: 10,755 shares; 2025Q4: 13,003 shares 13,003 $499K 0.01% +2,248 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,278 shares; 2024Q4: 52,768 shares; 2025Q1: 53,492 shares; 2025Q2: 53,492 shares; 2025Q3: 53,492 shares; 2025Q4: 53,492 shares 53,492 $493K 0.01% 0 Timeline QDIV 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: 10,280 shares; 2024Q4: 10,455 shares; 2025Q1: 11,926 shares; 2025Q2: 13,324 shares; 2025Q3: 13,553 shares; 2025Q4: 14,183 shares 14,183 $492K 0.01% +630 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,096 shares; 2024Q4: 25,299 shares; 2025Q1: not reported; 2025Q2: 26,153 shares; 2025Q3: 30,974 shares; 2025Q4: 39,368 shares 39,368 $490K 0.01% +8,394 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,438 shares; 2025Q1: 5,423 shares; 2025Q2: 5,930 shares; 2025Q3: 7,514 shares; 2025Q4: 6,648 shares 6,648 $490K 0.01% -866 Timeline IWD 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: 5,602 shares; 2024Q4: 5,169 shares; 2025Q1: 4,655 shares; 2025Q2: 2,920 shares; 2025Q3: 2,372 shares; 2025Q4: 2,323 shares 2,323 $489K 0.01% -49 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,350 shares; 2025Q2: 4,261 shares; 2025Q3: 4,725 shares; 2025Q4: 5,473 shares 5,473 $489K 0.01% +748 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: not reported; 2025Q1: 5,431 shares; 2025Q2: 5,665 shares; 2025Q3: 5,362 shares; 2025Q4: 8,926 shares 8,926 $488K 0.01% +3,564 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,272 shares; 2025Q1: 1,399 shares; 2025Q2: 1,415 shares; 2025Q3: 1,532 shares; 2025Q4: 1,688 shares 1,688 $488K 0.01% +156 Timeline DFJ 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: 3,903 shares; 2024Q4: 5,269 shares; 2025Q1: 5,483 shares; 2025Q2: 6,777 shares; 2025Q3: 6,060 shares; 2025Q4: 5,053 shares 5,053 $487K 0.01% -1,007 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,979 shares; 2025Q3: 16,436 shares; 2025Q4: 21,312 shares 21,312 $482K 0.01% +4,876 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,733 shares; 2024Q4: not reported; 2025Q1: 6,448 shares; 2025Q2: 7,250 shares; 2025Q3: 7,782 shares; 2025Q4: 8,174 shares 8,174 $481K 0.01% +392 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,874 shares; 2025Q1: 18,130 shares; 2025Q2: 14,392 shares; 2025Q3: 12,850 shares; 2025Q4: 12,201 shares 12,201 $480K 0.01% -649 Timeline MNTN MNTN INC More: the full row for MNTN 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: 40,000 shares 40,000 $478K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,143 shares; 2025Q1: 1,088 shares; 2025Q2: 1,225 shares; 2025Q3: 1,384 shares; 2025Q4: 1,242 shares 1,242 $476K 0.01% -142 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,336 shares; 2025Q1: 1,607 shares; 2025Q2: 1,027 shares; 2025Q3: 900 shares; 2025Q4: 1,069 shares 1,069 $476K 0.01% +169 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,447 shares; 2025Q4: 3,457 shares 3,457 $473K 0.01% +2,010 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,434 shares; 2024Q4: 55,116 shares; 2025Q1: 53,277 shares; 2025Q2: 53,706 shares; 2025Q3: 55,684 shares; 2025Q4: 60,918 shares 60,918 $473K 0.01% +5,234 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: 3,419 shares; 2024Q4: 3,876 shares; 2025Q1: 4,421 shares; 2025Q2: 4,053 shares; 2025Q3: 4,298 shares; 2025Q4: 5,695 shares 5,695 $473K 0.01% +1,397 Timeline GARP 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: 14,543 shares; 2025Q3: not reported; 2025Q4: 6,940 shares 6,940 $473K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,262 shares; 2025Q1: 3,364 shares; 2025Q2: 3,984 shares; 2025Q3: 3,985 shares; 2025Q4: 2,602 shares 2,602 $471K 0.01% -1,383 Timeline DFIS 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: 9,020 shares; 2025Q4: 14,283 shares 14,283 $470K 0.01% +5,263 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,848 shares; 2025Q4: 2,428 shares 2,428 $470K 0.01% +580 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: not reported; 2024Q4: not reported; 2025Q1: 7,991 shares; 2025Q2: 7,813 shares; 2025Q3: 10,191 shares; 2025Q4: 10,782 shares 10,782 $470K 0.01% +591 Timeline QHDG 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: 11,860 shares; 2024Q4: 13,742 shares; 2025Q1: 15,632 shares; 2025Q2: 15,632 shares; 2025Q3: 15,632 shares; 2025Q4: 15,632 shares 15,632 $466K 0.01% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,837 shares; 2025Q4: 13,337 shares 13,337 $466K 0.01% -500 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: 245 shares; 2024Q4: 258 shares; 2025Q1: 260 shares; 2025Q2: 230 shares; 2025Q3: 245 shares; 2025Q4: 276 shares 276 $466K 0.01% +31 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: 11,659 shares; 2024Q4: 13,156 shares; 2025Q1: 13,329 shares; 2025Q2: 15,097 shares; 2025Q3: 14,377 shares; 2025Q4: 13,117 shares 13,117 $466K 0.01% -1,260 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 3,084 shares; 2025Q4: 3,507 shares 3,507 $466K 0.01% +423 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: 4,192 shares; 2025Q3: 5,059 shares; 2025Q4: 5,315 shares 5,315 $465K 0.01% +256 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: 7,663 shares; 2024Q4: 7,903 shares; 2025Q1: 8,724 shares; 2025Q2: 7,496 shares; 2025Q3: 8,844 shares; 2025Q4: 10,417 shares 10,417 $464K 0.01% +1,573 Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 7,245 shares; 2025Q4: 7,236 shares 7,236 $464K 0.01% -9 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,596 shares; 2025Q1: 1,228 shares; 2025Q2: 1,161 shares; 2025Q3: 1,355 shares; 2025Q4: 1,832 shares 1,832 $463K 0.01% +477 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,609 shares; 2024Q4: 15,336 shares; 2025Q1: 18,314 shares; 2025Q2: 25,301 shares; 2025Q3: 28,965 shares; 2025Q4: 35,020 shares 35,020 $463K 0.01% +6,055 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,164 shares; 2024Q4: 19,624 shares; 2025Q1: 26,568 shares; 2025Q2: 28,398 shares; 2025Q3: 32,054 shares; 2025Q4: 40,245 shares 40,245 $462K 0.01% +8,191 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: 305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 445 shares; 2025Q4: 508 shares 508 $461K 0.01% +63 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: 4,162 shares; 2024Q4: 4,815 shares; 2025Q1: 3,775 shares; 2025Q2: 7,415 shares; 2025Q3: 5,361 shares; 2025Q4: 6,935 shares 6,935 $461K 0.01% +1,574 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,395 shares; 2025Q4: 2,766 shares 2,766 $460K 0.01% +1,371 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,380 shares; 2025Q2: 1,662 shares; 2025Q3: 1,915 shares; 2025Q4: 2,236 shares 2,236 $459K 0.01% +321 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: 6,090 shares; 2024Q4: 6,638 shares; 2025Q1: 6,394 shares; 2025Q2: 5,223 shares; 2025Q3: 6,005 shares; 2025Q4: 5,812 shares 5,812 $459K 0.01% -193 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,681 shares; 2024Q4: 5,316 shares; 2025Q1: 11,626 shares; 2025Q2: 14,866 shares; 2025Q3: 8,875 shares; 2025Q4: 3,839 shares 3,839 $458K 0.01% -5,036 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: 2,422 shares; 2024Q4: 2,537 shares; 2025Q1: 2,848 shares; 2025Q2: 2,799 shares; 2025Q3: 2,619 shares; 2025Q4: 2,106 shares 2,106 $457K 0.01% -513 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: 1,650 shares; 2024Q4: 1,986 shares; 2025Q1: 2,277 shares; 2025Q2: 2,152 shares; 2025Q3: 2,371 shares; 2025Q4: 2,338 shares 2,338 $457K 0.01% -33 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,321 shares; 2025Q2: 6,150 shares; 2025Q3: 6,628 shares; 2025Q4: 7,034 shares 7,034 $453K 0.01% +406 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 15,346 shares; 2025Q1: 17,022 shares; 2025Q2: 17,986 shares; 2025Q3: 19,526 shares; 2025Q4: 22,299 shares 22,299 $452K 0.01% +2,773 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,905 shares 1,905 $452K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,762 shares; 2025Q4: 2,224 shares 2,224 $452K 0.01% +462 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV 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: 5,697 shares; 2025Q3: 6,295 shares; 2025Q4: 6,990 shares 6,990 $452K 0.01% +695 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: 1,271 shares; 2025Q3: 1,472 shares; 2025Q4: 1,882 shares 1,882 $451K 0.01% +410 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 5,861 shares; 2025Q1: 7,153 shares; 2025Q2: 6,819 shares; 2025Q3: 7,209 shares; 2025Q4: 6,587 shares 6,587 $451K 0.01% -622 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,406 shares; 2024Q4: 14,883 shares; 2025Q1: 16,013 shares; 2025Q2: 17,027 shares; 2025Q3: 18,486 shares; 2025Q4: 18,824 shares 18,824 $450K 0.01% +338 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: 1,794 shares; 2024Q4: 1,816 shares; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: 2,370 shares; 2025Q4: 2,482 shares 2,482 $448K 0.01% +112 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 8,957 shares; 2025Q1: 7,865 shares; 2025Q2: 7,869 shares; 2025Q3: 7,742 shares; 2025Q4: 6,005 shares 6,005 $446K 0.01% -1,737 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 5,695 shares; 2025Q1: 7,086 shares; 2025Q2: 6,591 shares; 2025Q3: 7,935 shares; 2025Q4: 9,467 shares 9,467 $446K 0.01% +1,532 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 8,973 shares; 2025Q1: 11,466 shares; 2025Q2: 12,531 shares; 2025Q3: 10,810 shares; 2025Q4: 11,613 shares 11,613 $445K 0.01% +803 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: 12,910 shares; 2024Q4: 14,192 shares; 2025Q1: 12,611 shares; 2025Q2: 16,346 shares; 2025Q3: 17,800 shares; 2025Q4: 18,505 shares 18,505 $444K 0.01% +705 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 5,439 shares 5,439 $444K 0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,463 shares; 2025Q2: 17,055 shares; 2025Q3: 11,041 shares; 2025Q4: 9,279 shares 9,279 $443K 0.01% -1,762 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,430 shares; 2025Q2: 1,740 shares; 2025Q3: 1,933 shares; 2025Q4: 2,138 shares 2,138 $443K 0.01% +205 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,471 shares; 2024Q4: 45,629 shares; 2025Q1: 46,361 shares; 2025Q2: 46,361 shares; 2025Q3: 46,361 shares; 2025Q4: 46,361 shares 46,361 $442K 0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,810 shares; 2024Q4: 40,252 shares; 2025Q1: 41,540 shares; 2025Q2: 37,711 shares; 2025Q3: 37,110 shares; 2025Q4: 45,597 shares 45,597 $440K 0.01% +8,487 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 7,012 shares; 2025Q1: 7,034 shares; 2025Q2: 5,988 shares; 2025Q3: 6,975 shares; 2025Q4: 7,090 shares 7,090 $439K 0.01% +115 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 29,926 shares; 2025Q3: 11,812 shares; 2025Q4: 10,612 shares 10,612 $439K 0.01% -1,200 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: not reported; 2025Q1: 6,744 shares; 2025Q2: 5,793 shares; 2025Q3: 7,147 shares; 2025Q4: 8,247 shares 8,247 $439K 0.01% +1,100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,043 shares; 2025Q4: 2,227 shares 2,227 $438K 0.01% +184 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,041 shares; 2025Q4: 15,764 shares 15,764 $438K 0.01% +723 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,207 shares; 2025Q2: 7,351 shares; 2025Q3: 6,303 shares; 2025Q4: 6,268 shares 6,268 $436K 0.01% -35 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,800 shares; 2025Q1: 4,387 shares; 2025Q2: 4,963 shares; 2025Q3: 3,805 shares; 2025Q4: 4,311 shares 4,311 $436K 0.01% +506 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,118 shares; 2024Q4: 11,272 shares; 2025Q1: 16,441 shares; 2025Q2: 12,310 shares; 2025Q3: 16,156 shares; 2025Q4: 20,981 shares 20,981 $434K 0.01% +4,825 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 3,091 shares; 2025Q1: 2,895 shares; 2025Q2: 3,079 shares; 2025Q3: 3,091 shares; 2025Q4: 3,836 shares 3,836 $433K 0.01% +745 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 7,616 shares; 2025Q1: 8,221 shares; 2025Q2: 9,551 shares; 2025Q3: 9,802 shares; 2025Q4: 10,352 shares 10,352 $432K 0.01% +550 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,118 shares 17,118 $431K 0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 6,577 shares; 2025Q1: 10,591 shares; 2025Q2: 12,307 shares; 2025Q3: 12,511 shares; 2025Q4: 9,037 shares 9,037 $431K 0.01% -3,474 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: not reported; 2024Q4: 4,716 shares; 2025Q1: 5,085 shares; 2025Q2: 4,786 shares; 2025Q3: 4,890 shares; 2025Q4: 4,713 shares 4,713 $429K 0.01% -177 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: 4,196 shares; 2024Q4: 4,695 shares; 2025Q1: 5,332 shares; 2025Q2: 4,823 shares; 2025Q3: 5,095 shares; 2025Q4: 5,537 shares 5,537 $428K 0.01% +442 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,867 shares; 2024Q4: 23,576 shares; 2025Q1: 25,127 shares; 2025Q2: 28,224 shares; 2025Q3: 30,755 shares; 2025Q4: 39,717 shares 39,717 $426K 0.01% +8,962 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,435 shares; 2024Q4: 16,055 shares; 2025Q1: 16,012 shares; 2025Q2: 15,770 shares; 2025Q3: 15,477 shares; 2025Q4: 11,086 shares 11,086 $425K 0.01% -4,391 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 3,216 shares; 2025Q4: 3,527 shares 3,527 $424K 0.01% +311 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,474 shares; 2025Q4: 12,409 shares 12,409 $424K 0.01% -3,065 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,733 shares; 2025Q1: 1,895 shares; 2025Q2: 2,304 shares; 2025Q3: 2,113 shares; 2025Q4: 2,020 shares 2,020 $422K 0.01% -93 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,898 shares; 2024Q4: 5,774 shares; 2025Q1: 9,724 shares; 2025Q2: 11,467 shares; 2025Q3: 11,244 shares; 2025Q4: 7,845 shares 7,845 $422K 0.01% -3,399 Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,461 shares; 2024Q4: 19,291 shares; 2025Q1: 23,603 shares; 2025Q2: 24,827 shares; 2025Q3: 24,417 shares; 2025Q4: 21,542 shares 21,542 $422K 0.01% -2,875 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,672 shares; 2025Q2: 5,167 shares; 2025Q3: 5,983 shares; 2025Q4: 7,010 shares 7,010 $421K 0.01% +1,027 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: 1,414 shares; 2024Q4: 2,158 shares; 2025Q1: 2,222 shares; 2025Q2: 2,026 shares; 2025Q3: 2,119 shares; 2025Q4: 2,083 shares 2,083 $420K 0.01% -36 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,275 shares; 2024Q4: 19,553 shares; 2025Q1: 35,845 shares; 2025Q2: 50,360 shares; 2025Q3: 44,773 shares; 2025Q4: 53,144 shares 53,144 $418K 0.01% +8,371 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,804 shares; 2025Q2: 4,839 shares; 2025Q3: 4,530 shares; 2025Q4: 3,669 shares 3,669 $417K 0.01% -861 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: not reported; 2024Q4: 1,076 shares; 2025Q1: 1,263 shares; 2025Q2: 1,324 shares; 2025Q3: 1,829 shares; 2025Q4: 1,728 shares 1,728 $416K 0.01% -101 Timeline IGF 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: 6,075 shares; 2024Q4: 6,375 shares; 2025Q1: 7,580 shares; 2025Q2: 7,779 shares; 2025Q3: 6,739 shares; 2025Q4: 6,742 shares 6,742 $414K 0.01% +3 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: 3,755 shares; 2024Q4: 4,525 shares; 2025Q1: 5,749 shares; 2025Q2: 6,343 shares; 2025Q3: 5,748 shares; 2025Q4: 5,306 shares 5,306 $411K 0.01% -442 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: not reported; 2024Q4: 4,063 shares; 2025Q1: not reported; 2025Q2: 4,107 shares; 2025Q3: 8,153 shares; 2025Q4: 8,034 shares 8,034 $411K 0.01% -119 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,692 shares; 2025Q1: 6,035 shares; 2025Q2: 6,026 shares; 2025Q3: 6,579 shares; 2025Q4: 6,315 shares 6,315 $411K 0.01% -264 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,838 shares; 2025Q2: 8,048 shares; 2025Q3: 8,722 shares; 2025Q4: 10,618 shares 10,618 $410K 0.01% +1,896 Timeline EMLP 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: 7,473 shares; 2024Q4: 11,020 shares; 2025Q1: 11,724 shares; 2025Q2: 10,098 shares; 2025Q3: 10,558 shares; 2025Q4: 10,816 shares 10,816 $410K 0.01% +258 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,415 shares; 2024Q4: 6,335 shares; 2025Q1: 5,956 shares; 2025Q2: 5,585 shares; 2025Q3: 6,130 shares; 2025Q4: 6,081 shares 6,081 $409K 0.01% -49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 847 shares; 2025Q4: 981 shares 981 $409K 0.01% +134 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: not reported; 2024Q4: not reported; 2025Q1: 2,183 shares; 2025Q2: 2,817 shares; 2025Q3: 4,524 shares; 2025Q4: 4,288 shares 4,288 $409K 0.01% -236 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,062 shares; 2024Q4: 7,890 shares; 2025Q1: 6,853 shares; 2025Q2: 6,842 shares; 2025Q3: 6,655 shares; 2025Q4: 6,552 shares 6,552 $408K 0.01% -103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 670 shares; 2025Q4: 972 shares 972 $408K 0.01% +302 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: not reported; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 1,898 shares; 2025Q3: 2,160 shares; 2025Q4: 2,335 shares 2,335 $405K 0.01% +175 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,708 shares; 2024Q4: not reported; 2025Q1: 9,689 shares; 2025Q2: 9,808 shares; 2025Q3: 9,943 shares; 2025Q4: 10,667 shares 10,667 $405K 0.01% +724 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,170 shares; 2024Q4: 16,007 shares; 2025Q1: 19,994 shares; 2025Q2: 20,850 shares; 2025Q3: 21,956 shares; 2025Q4: 27,647 shares 27,647 $404K 0.01% +5,691 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,524 shares; 2025Q1: 4,431 shares; 2025Q2: 4,430 shares; 2025Q3: 4,419 shares; 2025Q4: 4,355 shares 4,355 $403K 0.01% -64 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,240 shares; 2024Q4: 24,920 shares; 2025Q1: 22,668 shares; 2025Q2: 22,667 shares; 2025Q3: 21,227 shares; 2025Q4: 21,227 shares 21,227 $402K 0.01% 0 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC 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: 1,332 shares; 2025Q3: 1,475 shares; 2025Q4: 1,524 shares 1,524 $402K 0.01% +49 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,697 shares; 2025Q2: 1,879 shares; 2025Q3: 2,256 shares; 2025Q4: 2,515 shares 2,515 $400K 0.01% +259 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,786 shares; 2025Q4: 3,688 shares 3,688 $400K 0.01% +902 Timeline RING 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: 6,554 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,447 shares; 2025Q3: 6,350 shares; 2025Q4: 5,423 shares 5,423 $399K 0.01% -927 Timeline BBRE 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: 3,997 shares; 2024Q4: 3,933 shares; 2025Q1: 3,882 shares; 2025Q2: 3,759 shares; 2025Q3: 3,698 shares; 2025Q4: 4,294 shares 4,294 $398K 0.01% +596 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,368 shares; 2024Q4: 232,644 shares; 2025Q1: 293,158 shares; 2025Q2: 298,516 shares; 2025Q3: 14,759 shares; 2025Q4: 10,799 shares 10,799 $396K 0.01% -3,960 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 4,711 shares; 2025Q1: 6,850 shares; 2025Q2: 4,909 shares; 2025Q3: 4,423 shares; 2025Q4: 5,006 shares 5,006 $394K 0.01% +583 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 898 shares; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 1,041 shares; 2025Q4: 1,152 shares 1,152 $392K 0.01% +111 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC 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: 11,154 shares 11,154 $392K 0.01% new 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: 1,215 shares; 2024Q4: 1,224 shares; 2025Q1: 1,384 shares; 2025Q2: 1,389 shares; 2025Q3: 1,420 shares; 2025Q4: 1,621 shares 1,621 $390K 0.01% +201 Timeline ISTB 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: 6,244 shares; 2025Q1: not reported; 2025Q2: 4,604 shares; 2025Q3: 9,078 shares; 2025Q4: 7,977 shares 7,977 $389K 0.01% -1,101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,213 shares; 2025Q3: 7,690 shares; 2025Q4: 8,627 shares 8,627 $389K 0.01% +937 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: not reported; 2024Q4: not reported; 2025Q1: 2,260 shares; 2025Q2: 2,752 shares; 2025Q3: 3,117 shares; 2025Q4: 3,758 shares 3,758 $387K 0.01% +641 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,340 shares; 2025Q2: 9,329 shares; 2025Q3: 9,195 shares; 2025Q4: 14,486 shares 14,486 $386K 0.01% +5,291 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 531 shares; 2025Q4: 638 shares 638 $386K 0.01% +107 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: 653 shares; 2024Q4: 660 shares; 2025Q1: 650 shares; 2025Q2: 643 shares; 2025Q3: 688 shares; 2025Q4: 630 shares 630 $385K 0.01% -58 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,547 shares; 2025Q2: 1,874 shares; 2025Q3: 1,965 shares; 2025Q4: 1,682 shares 1,682 $384K 0.01% -283 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: 3,646 shares; 2024Q4: 4,000 shares; 2025Q1: 4,372 shares; 2025Q2: not reported; 2025Q3: 3,717 shares; 2025Q4: 4,396 shares 4,396 $382K 0.01% +679 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,443 shares; 2025Q3: 3,896 shares; 2025Q4: 4,228 shares 4,228 $380K 0.01% +332 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,577 shares; 2025Q4: 5,432 shares 5,432 $379K 0.01% +855 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 2,975 shares; 2025Q1: 3,503 shares; 2025Q2: 3,874 shares; 2025Q3: 2,798 shares; 2025Q4: 3,872 shares 3,872 $379K 0.01% +1,074 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,936 shares; 2024Q4: 14,268 shares; 2025Q1: 16,440 shares; 2025Q2: 5,481 shares; 2025Q3: 4,591 shares; 2025Q4: 5,528 shares 5,528 $377K 0.01% +937 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,807 shares; 2025Q1: 2,344 shares; 2025Q2: 2,819 shares; 2025Q3: 2,674 shares; 2025Q4: 2,310 shares 2,310 $375K 0.01% -364 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 10,685 shares; 2025Q1: 10,166 shares; 2025Q2: 10,549 shares; 2025Q3: 10,942 shares; 2025Q4: 10,665 shares 10,665 $373K 0.01% -277 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,050 shares; 2025Q4: 18,452 shares 18,452 $373K 0.01% -2,598 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: 1,624 shares 1,624 $373K 0.01% +308 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,327 shares; 2025Q4: 3,031 shares 3,031 $373K 0.01% +704 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: 7,412 shares; 2024Q4: 7,714 shares; 2025Q1: 8,498 shares; 2025Q2: 8,805 shares; 2025Q3: 8,482 shares; 2025Q4: 8,163 shares 8,163 $373K 0.01% -319 Timeline 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,093 shares 10,093 $372K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 657 shares; 2025Q1: 1,178 shares; 2025Q2: 756 shares; 2025Q3: 884 shares; 2025Q4: 1,060 shares 1,060 $372K 0.01% +176 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,429 shares; 2025Q4: 15,173 shares 15,173 $371K 0.01% +4,744 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,673 shares; 2024Q4: 16,673 shares; 2025Q1: 16,673 shares; 2025Q2: 16,673 shares; 2025Q3: 16,673 shares; 2025Q4: 16,673 shares 16,673 $370K 0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,201 shares; 2025Q1: 2,289 shares; 2025Q2: 2,816 shares; 2025Q3: 2,899 shares; 2025Q4: 2,321 shares 2,321 $370K 0.01% -578 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,654 shares; 2025Q2: 2,059 shares; 2025Q3: 2,135 shares; 2025Q4: 1,745 shares 1,745 $370K 0.01% -390 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: 18,019 shares; 2024Q4: 6,640 shares; 2025Q1: 6,573 shares; 2025Q2: 6,824 shares; 2025Q3: 6,479 shares; 2025Q4: 6,500 shares 6,500 $369K 0.01% +21 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: not reported; 2024Q4: 7,513 shares; 2025Q1: 9,420 shares; 2025Q2: 10,977 shares; 2025Q3: 12,739 shares; 2025Q4: 14,234 shares 14,234 $369K 0.01% +1,495 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,296 shares; 2024Q4: 3,849 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 2,330 shares; 2025Q4: 3,169 shares 3,169 $365K 0.01% +839 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,043 shares; 2025Q1: not reported; 2025Q2: 5,151 shares; 2025Q3: 5,157 shares; 2025Q4: 5,820 shares 5,820 $363K 0.01% +663 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: 19,967 shares; 2024Q4: 10,092 shares; 2025Q1: 10,692 shares; 2025Q2: 10,073 shares; 2025Q3: 9,816 shares; 2025Q4: 11,074 shares 11,074 $363K 0.01% +1,258 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,141 shares 6,141 $362K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,780 shares; 2024Q4: 47,134 shares; 2025Q1: 56,889 shares; 2025Q2: 63,121 shares; 2025Q3: 45,885 shares; 2025Q4: 55,871 shares 55,871 $361K 0.01% +9,986 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: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 3,653 shares 3,653 $361K 0.01% +983 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 942 shares; 2025Q4: 907 shares 907 $361K 0.01% -35 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 9,225 shares; 2025Q1: 12,199 shares; 2025Q2: 11,038 shares; 2025Q3: 11,716 shares; 2025Q4: 13,257 shares 13,257 $360K 0.01% +1,541 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,677 shares 1,677 $360K 0.01% +664 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,174 shares; 2025Q4: 3,438 shares 3,438 $360K 0.01% +264 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: 5,625 shares; 2024Q4: 6,521 shares; 2025Q1: 5,661 shares; 2025Q2: not reported; 2025Q3: 5,357 shares; 2025Q4: 6,150 shares 6,150 $359K 0.01% +793 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,711 shares; 2025Q4: 7,621 shares 7,621 $359K 0.01% -1,090 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: 1,018 shares; 2025Q4: 1,476 shares 1,476 $359K 0.01% +458 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,109 shares; 2025Q3: 2,448 shares; 2025Q4: 2,856 shares 2,856 $358K 0.01% +408 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,681 shares; 2024Q4: 81,547 shares; 2025Q1: 116,930 shares; 2025Q2: 154,903 shares; 2025Q3: 145,906 shares; 2025Q4: 144,236 shares 144,236 $356K 0.01% -1,670 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 1,177 shares; 2025Q4: 1,248 shares 1,248 $356K 0.01% +71 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,094 shares; 2024Q4: 2,667 shares; 2025Q1: 2,271 shares; 2025Q2: 3,976 shares; 2025Q3: 2,948 shares; 2025Q4: 3,595 shares 3,595 $355K 0.01% +647 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,013 shares; 2024Q4: 27,210 shares; 2025Q1: 27,591 shares; 2025Q2: 27,591 shares; 2025Q3: 27,591 shares; 2025Q4: 27,591 shares 27,591 $355K 0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,283 shares; 2024Q4: 10,718 shares; 2025Q1: 10,722 shares; 2025Q2: 11,640 shares; 2025Q3: 11,845 shares; 2025Q4: 9,324 shares 9,324 $355K 0.01% -2,521 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 4,874 shares; 2025Q1: 4,809 shares; 2025Q2: 4,841 shares; 2025Q3: 5,186 shares; 2025Q4: 5,067 shares 5,067 $355K 0.01% -119 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,778 shares 3,778 $355K 0.01% new 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: not reported; 2024Q4: 965 shares; 2025Q1: 1,910 shares; 2025Q2: 1,337 shares; 2025Q3: not reported; 2025Q4: 2,972 shares 2,972 $355K 0.01% new Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: not reported; 2025Q1: 12,430 shares; 2025Q2: 12,491 shares; 2025Q3: 13,882 shares; 2025Q4: 14,827 shares 14,827 $354K 0.01% +945 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,990 shares; 2025Q3: 2,555 shares; 2025Q4: 2,420 shares 2,420 $352K 0.01% -135 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 6,012 shares; 2025Q1: 8,135 shares; 2025Q2: 5,921 shares; 2025Q3: 6,945 shares; 2025Q4: 6,444 shares 6,444 $352K 0.01% -501 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,286 shares; 2025Q3: 9,827 shares; 2025Q4: 3,845 shares 3,845 $352K 0.01% -5,982 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,632 shares; 2024Q4: 14,040 shares; 2025Q1: 16,105 shares; 2025Q2: 16,797 shares; 2025Q3: 17,403 shares; 2025Q4: 21,271 shares 21,271 $351K 0.01% +3,868 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,369 shares; 2025Q2: 1,677 shares; 2025Q3: 1,935 shares; 2025Q4: 2,147 shares 2,147 $351K 0.01% +212 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,893 shares; 2025Q1: 1,313 shares; 2025Q2: 1,229 shares; 2025Q3: 1,337 shares; 2025Q4: 948 shares 948 $350K 0.01% -389 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: 22,518 shares; 2024Q4: 33,875 shares; 2025Q1: 33,764 shares; 2025Q2: 35,276 shares; 2025Q3: 33,946 shares; 2025Q4: 34,545 shares 34,545 $349K 0.01% +599 Timeline LEMB 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: 8,370 shares 8,370 $348K 0.01% new 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: 2,541 shares; 2024Q4: 3,553 shares; 2025Q1: 4,711 shares; 2025Q2: 4,987 shares; 2025Q3: 4,685 shares; 2025Q4: 3,793 shares 3,793 $347K 0.01% -892 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: not reported; 2025Q1: 1,965 shares; 2025Q2: not reported; 2025Q3: 1,965 shares; 2025Q4: 2,331 shares 2,331 $347K 0.01% +366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,187 shares; 2025Q4: 11,210 shares 11,210 $347K 0.01% +1,023 Timeline AOR 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: 4,914 shares; 2025Q3: 5,050 shares; 2025Q4: 5,335 shares 5,335 $347K 0.01% +285 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: 5,492 shares; 2024Q4: 6,026 shares; 2025Q1: 5,799 shares; 2025Q2: 4,979 shares; 2025Q3: 5,898 shares; 2025Q4: 5,920 shares 5,920 $347K 0.01% +22 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,517 shares; 2024Q4: 12,865 shares; 2025Q1: 14,267 shares; 2025Q2: 5,636 shares; 2025Q3: 6,320 shares; 2025Q4: 7,581 shares 7,581 $347K 0.01% +1,261 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,602 shares; 2025Q1: 3,617 shares; 2025Q2: 3,577 shares; 2025Q3: 3,586 shares; 2025Q4: 3,905 shares 3,905 $346K 0.01% +319 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,211 shares; 2024Q4: 8,181 shares; 2025Q1: 18,856 shares; 2025Q2: 12,315 shares; 2025Q3: 8,189 shares; 2025Q4: 7,349 shares 7,349 $344K 0.01% -840 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: not reported; 2024Q4: 4,122 shares; 2025Q1: 3,370 shares; 2025Q2: 3,453 shares; 2025Q3: 4,078 shares; 2025Q4: 4,654 shares 4,654 $344K 0.01% +576 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,656 shares; 2024Q4: not reported; 2025Q1: 5,611 shares; 2025Q2: 5,985 shares; 2025Q3: 6,665 shares; 2025Q4: 7,572 shares 7,572 $343K 0.01% +907 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,890 shares; 2025Q1: not reported; 2025Q2: 16,377 shares; 2025Q3: 20,313 shares; 2025Q4: 23,866 shares 23,866 $340K 0.01% +3,553 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: not reported; 2024Q4: not reported; 2025Q1: 1,141 shares; 2025Q2: 2,156 shares; 2025Q3: 2,147 shares; 2025Q4: 1,511 shares 1,511 $340K 0.01% -636 Timeline FCPI 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: 4,977 shares; 2024Q4: 5,038 shares; 2025Q1: 6,119 shares; 2025Q2: 6,414 shares; 2025Q3: 6,651 shares; 2025Q4: 6,868 shares 6,868 $340K 0.01% +217 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,365 shares 4,365 $339K 0.01% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 4,294 shares; 2025Q1: not reported; 2025Q2: 6,271 shares; 2025Q3: 7,218 shares; 2025Q4: 8,739 shares 8,739 $338K 0.01% +1,521 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,384 shares; 2025Q1: 1,671 shares; 2025Q2: 1,631 shares; 2025Q3: 1,552 shares; 2025Q4: 1,306 shares 1,306 $338K 0.01% -246 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,891 shares; 2025Q4: 12,838 shares 12,838 $337K 0.01% +2,947 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372 shares; 2024Q4: 11,526 shares; 2025Q1: 11,325 shares; 2025Q2: 11,390 shares; 2025Q3: 11,145 shares; 2025Q4: 10,417 shares 10,417 $337K 0.01% -728 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 610 shares; 2025Q3: 649 shares; 2025Q4: 748 shares 748 $335K 0.01% +99 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: not reported; 2024Q4: 5,016 shares; 2025Q1: 8,307 shares; 2025Q2: 8,439 shares; 2025Q3: 8,096 shares; 2025Q4: 8,237 shares 8,237 $335K 0.01% +141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,827 shares; 2025Q3: 3,243 shares; 2025Q4: 3,921 shares 3,921 $334K 0.01% +678 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,614 shares; 2025Q1: 1,879 shares; 2025Q2: not reported; 2025Q3: 1,395 shares; 2025Q4: 1,668 shares 1,668 $333K 0.01% +273 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM 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: 6,582 shares 6,582 $332K 0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,629 shares; 2025Q2: 5,219 shares; 2025Q3: 5,023 shares; 2025Q4: 5,371 shares 5,371 $332K 0.01% +348 Timeline IGLB 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: 9,354 shares; 2024Q4: 10,531 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,515 shares; 2025Q4: 6,510 shares 6,510 $328K 0.01% +995 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,362 shares; 2024Q4: 100,318 shares; 2025Q1: 101,489 shares; 2025Q2: 100,808 shares; 2025Q3: 94,618 shares; 2025Q4: 74,881 shares 74,881 $328K 0.01% -19,737 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,523 shares; 2024Q4: 12,498 shares; 2025Q1: 13,903 shares; 2025Q2: 13,913 shares; 2025Q3: 13,913 shares; 2025Q4: 14,033 shares 14,033 $328K 0.01% +120 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 16,892 shares 16,892 $327K 0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,936 shares 1,936 $327K 0.01% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,743 shares; 2024Q4: 23,409 shares; 2025Q1: 22,772 shares; 2025Q2: 23,829 shares; 2025Q3: 23,118 shares; 2025Q4: 22,046 shares 22,046 $326K 0.01% -1,072 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,577 shares; 2025Q3: 3,890 shares; 2025Q4: 4,688 shares 4,688 $325K 0.01% +798 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,684 shares; 2025Q4: 1,882 shares 1,882 $325K 0.01% +198 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,239 shares; 2025Q4: 1,181 shares 1,181 $325K 0.01% -58 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,343 shares 10,343 $323K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 3,991 shares 3,991 $322K 0.01% +1,412 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL 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: 1,259 shares; 2025Q3: 1,315 shares; 2025Q4: 1,446 shares 1,446 $321K 0.01% +131 Timeline IAPR 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: 20,931 shares; 2025Q1: 14,205 shares; 2025Q2: 14,544 shares; 2025Q3: 10,396 shares; 2025Q4: 10,393 shares 10,393 $321K 0.01% -3 Timeline VTHR 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: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares 1,066 $320K 0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,057 shares; 2025Q2: 3,702 shares; 2025Q3: 4,456 shares; 2025Q4: 5,056 shares 5,056 $318K 0.01% +600 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,052 shares; 2025Q2: 1,351 shares; 2025Q3: 1,531 shares; 2025Q4: 1,241 shares 1,241 $317K 0.01% -290 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,602 shares; 2025Q3: 1,745 shares; 2025Q4: 1,983 shares 1,983 $316K 0.01% +238 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,971 shares; 2025Q1: not reported; 2025Q2: 2,060 shares; 2025Q3: 2,062 shares; 2025Q4: 2,320 shares 2,320 $315K 0.01% +258 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: not reported; 2025Q2: 738 shares; 2025Q3: 803 shares; 2025Q4: 841 shares 841 $315K 0.01% +38 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: not reported; 2024Q4: 2,299 shares; 2025Q1: 2,241 shares; 2025Q2: 2,390 shares; 2025Q3: 2,346 shares; 2025Q4: 2,189 shares 2,189 $314K 0.01% -157 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 7,206 shares; 2025Q1: not reported; 2025Q2: 5,225 shares; 2025Q3: 3,513 shares; 2025Q4: 3,193 shares 3,193 $314K 0.01% -320 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,619 shares; 2025Q1: 2,783 shares; 2025Q2: 2,447 shares; 2025Q3: 2,823 shares; 2025Q4: 2,827 shares 2,827 $314K 0.01% +4 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,841 shares 1,841 $313K 0.01% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: not reported; 2025Q1: 17,579 shares; 2025Q2: 18,056 shares; 2025Q3: 18,006 shares; 2025Q4: 9,626 shares 9,626 $313K 0.01% -8,380 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,384 shares 1,384 $312K 0.01% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,558 shares 1,558 $312K 0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 989 shares; 2025Q4: 1,190 shares 1,190 $311K 0.01% +201 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND 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: 10,601 shares; 2025Q4: 14,759 shares 14,759 $311K 0.01% +4,158 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: 983 shares; 2024Q4: 983 shares; 2025Q1: 1,015 shares; 2025Q2: 974 shares; 2025Q3: 1,116 shares; 2025Q4: 1,074 shares 1,074 $310K 0.01% -42 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: 2,079 shares; 2025Q4: 2,059 shares 2,059 $310K 0.01% -20 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,540 shares; 2025Q3: 5,906 shares; 2025Q4: 5,906 shares 5,906 $310K 0.01% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,436 shares; 2025Q1: 13,801 shares; 2025Q2: 19,353 shares; 2025Q3: 19,976 shares; 2025Q4: 14,940 shares 14,940 $308K 0.01% -5,036 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: 1,759 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,853 shares; 2025Q3: 2,167 shares; 2025Q4: 2,258 shares 2,258 $308K 0.01% +91 Timeline DUHP 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: 8,354 shares; 2025Q3: 17,817 shares; 2025Q4: 8,085 shares 8,085 $307K 0.01% -9,732 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,317 shares; 2024Q4: 9,183 shares; 2025Q1: 6,837 shares; 2025Q2: 7,997 shares; 2025Q3: 8,218 shares; 2025Q4: 8,418 shares 8,418 $307K 0.01% +200 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,527 shares 6,527 $307K 0.01% new Timeline IMTM 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: 10,336 shares; 2025Q4: 6,382 shares 6,382 $306K 0.01% -3,954 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,757 shares 5,757 $306K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 2,932 shares; 2025Q1: 3,226 shares; 2025Q2: 2,079 shares; 2025Q3: 2,741 shares; 2025Q4: 2,972 shares 2,972 $306K 0.01% +231 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL 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: 15,306 shares; 2025Q2: 13,304 shares; 2025Q3: 13,304 shares; 2025Q4: 13,306 shares 13,306 $306K 0.01% +2 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 1,847 shares; 2025Q3: 2,412 shares; 2025Q4: 2,445 shares 2,445 $304K 0.01% +33 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,118 shares; 2024Q4: 14,274 shares; 2025Q1: 14,759 shares; 2025Q2: 12,260 shares; 2025Q3: 13,832 shares; 2025Q4: 15,012 shares 15,012 $304K 0.01% +1,180 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: not reported; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 621 shares 621 $303K 0.01% +75 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,683 shares; 2025Q3: 6,963 shares; 2025Q4: 8,069 shares 8,069 $302K 0.01% +1,106 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: not reported; 2025Q4: 1,654 shares 1,654 $302K 0.01% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,407 shares; 2025Q1: 3,704 shares; 2025Q2: 3,804 shares; 2025Q3: 3,534 shares; 2025Q4: 4,177 shares 4,177 $301K 0.01% +643 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,560 shares; 2025Q4: 2,076 shares 2,076 $301K 0.01% +516 Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & 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: 24,413 shares 24,413 $300K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,167 shares; 2025Q3: 2,250 shares; 2025Q4: 2,263 shares 2,263 $300K 0.01% +13 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,821 shares; 2025Q1: 1,861 shares; 2025Q2: 1,867 shares; 2025Q3: 1,874 shares; 2025Q4: 1,874 shares 1,874 $300K 0.01% 0 Timeline EUFN 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: 14,295 shares; 2025Q2: 12,137 shares; 2025Q3: 9,671 shares; 2025Q4: 8,060 shares 8,060 $299K 0.01% -1,611 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: not reported; 2024Q4: not reported; 2025Q1: 10,646 shares; 2025Q2: 13,912 shares; 2025Q3: 15,359 shares; 2025Q4: 12,760 shares 12,760 $299K 0.01% -2,599 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: 1,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,489 shares; 2025Q4: 1,501 shares 1,501 $298K 0.01% +12 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,725 shares; 2025Q1: 2,785 shares; 2025Q2: 2,948 shares; 2025Q3: 3,343 shares; 2025Q4: 3,536 shares 3,536 $297K 0.01% +193 Timeline DDLS 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: 7,267 shares; 2025Q1: 7,484 shares; 2025Q2: 7,569 shares; 2025Q3: 7,084 shares; 2025Q4: 6,902 shares 6,902 $297K 0.01% -182 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: 2,551 shares; 2025Q1: 3,056 shares; 2025Q2: 3,750 shares; 2025Q3: 2,745 shares; 2025Q4: 2,685 shares 2,685 $296K 0.01% -60 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,407 shares 3,407 $296K 0.01% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,128 shares; 2025Q1: 4,100 shares; 2025Q2: 4,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,238 shares 4,238 $296K 0.01% +105 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,744 shares; 2024Q4: 6,219 shares; 2025Q1: 7,500 shares; 2025Q2: 7,817 shares; 2025Q3: 7,474 shares; 2025Q4: 6,658 shares 6,658 $295K 0.01% -816 Timeline BSCU 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: 13,492 shares; 2025Q2: 21,230 shares; 2025Q3: 24,396 shares; 2025Q4: 17,455 shares 17,455 $295K 0.01% -6,941 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 768 shares; 2025Q2: 687 shares; 2025Q3: 746 shares; 2025Q4: 898 shares 898 $295K 0.01% +152 Timeline BSCW 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: 10,772 shares; 2025Q2: 17,087 shares; 2025Q3: 19,689 shares; 2025Q4: 14,135 shares 14,135 $295K 0.01% -5,554 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: 4,360 shares; 2024Q4: 4,620 shares; 2025Q1: 3,624 shares; 2025Q2: 3,979 shares; 2025Q3: 4,620 shares; 2025Q4: 4,915 shares 4,915 $295K 0.01% +295 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,736 shares; 2024Q4: 10,571 shares; 2025Q1: 6,350 shares; 2025Q2: not reported; 2025Q3: 5,355 shares; 2025Q4: 6,287 shares 6,287 $294K 0.01% +932 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,216 shares; 2025Q3: 1,434 shares; 2025Q4: 1,617 shares 1,617 $294K 0.01% +183 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP 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: 17,618 shares; 2025Q3: 20,526 shares; 2025Q4: 18,853 shares 18,853 $294K 0.01% -1,673 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: 7,822 shares; 2024Q4: 8,304 shares; 2025Q1: 7,895 shares; 2025Q2: 7,928 shares; 2025Q3: 3,632 shares; 2025Q4: 3,809 shares 3,809 $293K 0.01% +177 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,268 shares; 2025Q1: 2,280 shares; 2025Q2: 2,235 shares; 2025Q3: 2,246 shares; 2025Q4: 2,233 shares 2,233 $293K 0.01% -13 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,399 shares; 2025Q3: 7,788 shares; 2025Q4: 9,959 shares 9,959 $291K 0.01% +2,171 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,887 shares; 2024Q4: 20,019 shares; 2025Q1: 27,506 shares; 2025Q2: 21,296 shares; 2025Q3: 27,869 shares; 2025Q4: 34,629 shares 34,629 $291K 0.01% +6,760 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 5,365 shares; 2025Q1: 7,294 shares; 2025Q2: 7,204 shares; 2025Q3: 7,063 shares; 2025Q4: 5,454 shares 5,454 $288K 0.01% -1,609 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,173 shares; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 1,754 shares; 2025Q4: 1,782 shares 1,782 $288K 0.01% +28 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,297 shares; 2025Q1: 2,803 shares; 2025Q2: 3,637 shares; 2025Q3: 3,873 shares; 2025Q4: 3,234 shares 3,234 $287K 0.01% -639 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,035 shares 2,035 $287K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,733 shares 5,733 $287K 0.01% new Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,399 shares; 2025Q1: 1,307 shares; 2025Q2: 1,354 shares; 2025Q3: 1,547 shares; 2025Q4: 1,332 shares 1,332 $286K 0.01% -215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,242 shares; 2025Q4: 2,940 shares 2,940 $286K 0.01% -302 Timeline XSOE 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: 15,909 shares; 2024Q4: 14,558 shares; 2025Q1: 13,564 shares; 2025Q2: 9,282 shares; 2025Q3: 7,347 shares; 2025Q4: 7,301 shares 7,301 $285K 0.01% -46 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 1,540 shares; 2025Q1: 1,485 shares; 2025Q2: 1,592 shares; 2025Q3: 1,636 shares; 2025Q4: 1,593 shares 1,593 $285K 0.01% -43 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,809 shares; 2024Q4: 51,887 shares; 2025Q1: 74,487 shares; 2025Q2: 138,964 shares; 2025Q3: 162,154 shares; 2025Q4: 12,189 shares 12,189 $284K 0.01% -149,965 Timeline AOA 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: 2,994 shares; 2025Q3: 2,960 shares; 2025Q4: 3,158 shares 3,158 $283K 0.01% +198 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,688 shares; 2024Q4: 59,447 shares; 2025Q1: 60,746 shares; 2025Q2: 60,746 shares; 2025Q3: 60,746 shares; 2025Q4: 60,746 shares 60,746 $282K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,451 shares 1,451 $282K 0.01% new Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,172 shares; 2024Q4: 21,724 shares; 2025Q1: 24,276 shares; 2025Q2: 19,965 shares; 2025Q3: 22,010 shares; 2025Q4: 28,277 shares 28,277 $282K 0.01% +6,267 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 5,346 shares; 2025Q1: 6,717 shares; 2025Q2: 3,250 shares; 2025Q3: 3,458 shares; 2025Q4: 4,187 shares 4,187 $281K 0.01% +729 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,323 shares; 2024Q4: 7,030 shares; 2025Q1: 7,341 shares; 2025Q2: 7,820 shares; 2025Q3: 8,336 shares; 2025Q4: 8,438 shares 8,438 $281K 0.01% +102 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,551 shares; 2025Q2: 23,536 shares; 2025Q3: 16,221 shares; 2025Q4: 16,225 shares 16,225 $281K 0.01% +4 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,113 shares; 2025Q4: 5,526 shares 5,526 $279K 0.01% +1,413 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,335 shares; 2025Q1: 2,297 shares; 2025Q2: 2,364 shares; 2025Q3: 2,250 shares; 2025Q4: 2,536 shares 2,536 $279K 0.01% +286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares 200 $279K 0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 10,469 shares; 2025Q1: 12,438 shares; 2025Q2: 11,892 shares; 2025Q3: 12,595 shares; 2025Q4: 10,647 shares 10,647 $278K 0.01% -1,948 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,517 shares; 2025Q3: 2,644 shares; 2025Q4: 2,892 shares 2,892 $277K 0.01% +248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,703 shares; 2025Q3: 4,463 shares; 2025Q4: 5,175 shares 5,175 $277K 0.01% +712 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 1,572 shares; 2025Q3: 1,596 shares; 2025Q4: 1,654 shares 1,654 $277K 0.01% +58 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,424 shares; 2025Q1: 1,407 shares; 2025Q2: 1,344 shares; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares 1,346 $276K 0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 3,279 shares; 2025Q3: not reported; 2025Q4: 3,644 shares 3,644 $275K 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: not reported; 2024Q4: not reported; 2025Q1: 1,685 shares; 2025Q2: 1,740 shares; 2025Q3: 1,886 shares; 2025Q4: 1,968 shares 1,968 $275K 0.01% +82 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712 shares; 2025Q4: 764 shares 764 $275K 0.01% +52 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,275 shares; 2025Q3: 5,003 shares; 2025Q4: 5,650 shares 5,650 $275K 0.01% +647 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 3,436 shares; 2025Q3: 3,597 shares; 2025Q4: 3,507 shares 3,507 $275K 0.01% -90 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,725 shares; 2025Q2: 12,650 shares; 2025Q3: 12,150 shares; 2025Q4: 12,150 shares 12,150 $275K 0.01% 0 Timeline FTS FORTIS INC More: the full row for FORTIS 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: 4,255 shares; 2025Q3: 4,536 shares; 2025Q4: 5,247 shares 5,247 $273K 0.01% +711 Timeline VGLT 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: 9,823 shares; 2024Q4: 10,702 shares; 2025Q1: 5,854 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,882 shares 4,882 $272K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 3,891 shares; 2025Q1: 3,655 shares; 2025Q2: 3,166 shares; 2025Q3: 3,391 shares; 2025Q4: 3,157 shares 3,157 $272K 0.01% -234 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 12,241 shares; 2025Q1: 14,835 shares; 2025Q2: 10,496 shares; 2025Q3: 13,488 shares; 2025Q4: 15,351 shares 15,351 $272K 0.01% +1,863 Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE 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: 6,595 shares; 2025Q3: not reported; 2025Q4: 7,143 shares 7,143 $271K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,734 shares; 2025Q1: 1,548 shares; 2025Q2: 1,812 shares; 2025Q3: 2,121 shares; 2025Q4: 2,079 shares 2,079 $271K 0.01% -42 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,338 shares; 2025Q4: 6,007 shares 6,007 $271K 0.01% -331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,690 shares; 2025Q4: 3,299 shares 3,299 $271K 0.01% +609 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,466 shares; 2024Q4: 17,817 shares; 2025Q1: 9,597 shares; 2025Q2: 5,758 shares; 2025Q3: 5,610 shares; 2025Q4: 5,891 shares 5,891 $270K 0.01% +281 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,601 shares; 2025Q1: 4,575 shares; 2025Q2: 3,494 shares; 2025Q3: 3,725 shares; 2025Q4: 3,978 shares 3,978 $268K 0.01% +253 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,471 shares 6,471 $267K 0.01% new Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,727 shares; 2025Q4: 4,541 shares 4,541 $267K 0.01% -2,186 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,061 shares; 2025Q2: 6,077 shares; 2025Q3: 5,800 shares; 2025Q4: 5,986 shares 5,986 $267K 0.01% +186 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,423 shares 22,423 $267K 0.01% new Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,213 shares; 2024Q4: 22,212 shares; 2025Q1: 22,731 shares; 2025Q2: 22,731 shares; 2025Q3: 21,156 shares; 2025Q4: 21,156 shares 21,156 $265K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,831 shares; 2025Q1: 5,503 shares; 2025Q2: 5,564 shares; 2025Q3: 5,887 shares; 2025Q4: 5,299 shares 5,299 $265K 0.01% -588 Timeline