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: restricted; 2024Q4: 2,438 shares; 2025Q1: 2,751 shares; 2025Q2: 2,739 shares; 2025Q3: 3,569 shares; 2025Q4: 3,670 shares 3,670 $382K 0.01% +101 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: restricted; 2024Q4: 1,634 shares; 2025Q1: 1,507 shares; 2025Q2: 2,007 shares; 2025Q3: 2,422 shares; 2025Q4: 2,459 shares 2,459 $380K 0.01% +37 Timeline DGRO 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: restricted; 2024Q4: not reported; 2025Q1: 4,671 shares; 2025Q2: 4,673 shares; 2025Q3: 5,103 shares; 2025Q4: 5,448 shares 5,448 $378K 0.01% +345 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: 2,433 shares; 2025Q3: 2,599 shares; 2025Q4: 2,988 shares 2,988 $376K 0.01% +389 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: restricted; 2024Q4: 4,493 shares; 2025Q1: 4,842 shares; 2025Q2: 5,303 shares; 2025Q3: 7,279 shares; 2025Q4: 5,808 shares 5,808 $369K 0.01% -1,471 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,493 shares; 2025Q2: 2,608 shares; 2025Q3: 2,629 shares; 2025Q4: 3,968 shares 3,968 $367K 0.01% +1,339 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,351 shares; 2025Q1: 1,341 shares; 2025Q2: 1,654 shares; 2025Q3: 1,707 shares; 2025Q4: 1,982 shares 1,982 $367K 0.01% +275 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,709 shares; 2025Q1: 3,660 shares; 2025Q2: 3,531 shares; 2025Q3: 7,412 shares; 2025Q4: 5,792 shares 5,792 $367K 0.01% -1,620 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 330 shares; 2025Q4: 3,973 shares 3,973 $366K 0.01% +3,643 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: restricted; 2024Q4: not reported; 2025Q1: 1,287 shares; 2025Q2: 1,723 shares; 2025Q3: 2,326 shares; 2025Q4: 2,574 shares 2,574 $364K 0.01% +248 Timeline VGT 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: restricted; 2024Q4: 1,037 shares; 2025Q1: 227 shares; 2025Q2: 1,187 shares; 2025Q3: 388 shares; 2025Q4: 482 shares 482 $363K 0.01% +94 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 236 shares; 2025Q2: 3,308 shares; 2025Q3: 3,310 shares; 2025Q4: 3,463 shares 3,463 $363K 0.01% +153 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: restricted; 2024Q4: not reported; 2025Q1: 1,596 shares; 2025Q2: 1,526 shares; 2025Q3: 2,289 shares; 2025Q4: 2,216 shares 2,216 $362K 0.01% -73 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,471 shares; 2025Q1: 1,474 shares; 2025Q2: 1,589 shares; 2025Q3: 1,633 shares; 2025Q4: 1,618 shares 1,618 $361K 0.01% -15 Timeline FORTY FORMULA SYSTEMS 1985 LTD More: the full row for FORMULA SYSTEMS 1985 LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,838 shares; 2025Q4: 2,159 shares 2,159 $361K 0.01% -679 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 702 shares; 2025Q4: 8,686 shares 8,686 $360K 0.01% +7,984 Timeline EWS 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: restricted; 2024Q4: 170,078 shares; 2025Q1: 14,923 shares; 2025Q2: 14,130 shares; 2025Q3: 13,170 shares; 2025Q4: 13,052 shares 13,052 $359K 0.01% -118 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: restricted; 2024Q4: 2,925 shares; 2025Q1: 3,714 shares; 2025Q2: 3,478 shares; 2025Q3: 4,577 shares; 2025Q4: 2,909 shares 2,909 $358K 0.01% -1,668 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,979 shares; 2025Q1: 1,840 shares; 2025Q2: 4,044 shares; 2025Q3: 1,732 shares; 2025Q4: 1,721 shares 1,721 $357K 0.01% -11 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,660 shares; 2025Q2: 4,370 shares; 2025Q3: 4,349 shares; 2025Q4: 4,648 shares 4,648 $354K 0.01% +299 Timeline FLTW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,602 shares; 2025Q2: 6,202 shares; 2025Q3: 5,657 shares; 2025Q4: 5,797 shares 5,797 $353K 0.01% +140 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: restricted; 2024Q4: 3,461 shares; 2025Q1: 3,373 shares; 2025Q2: 3,311 shares; 2025Q3: 4,068 shares; 2025Q4: 4,050 shares 4,050 $352K 0.01% -18 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: restricted; 2024Q4: not reported; 2025Q1: 8,101 shares; 2025Q2: 12,759 shares; 2025Q3: 13,212 shares; 2025Q4: 14,382 shares 14,382 $352K 0.01% +1,170 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,855 shares; 2025Q1: 2,316 shares; 2025Q2: 4,189 shares; 2025Q3: 3,952 shares; 2025Q4: 4,037 shares 4,037 $352K 0.01% +85 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: restricted; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: 2,083 shares; 2025Q3: 2,075 shares; 2025Q4: 2,189 shares 2,189 $349K 0.01% +114 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: restricted; 2024Q4: 1,220 shares; 2025Q1: 1,391 shares; 2025Q2: 1,478 shares; 2025Q3: 1,564 shares; 2025Q4: 1,620 shares 1,620 $346K 0.01% +56 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: restricted; 2024Q4: not reported; 2025Q1: 4,219 shares; 2025Q2: 4,172 shares; 2025Q3: 4,610 shares; 2025Q4: 4,716 shares 4,716 $345K 0.01% +106 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,052 shares 6,052 $345K 0.01% +52 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,674 shares; 2025Q1: 12,692 shares; 2025Q2: 8,220 shares; 2025Q3: 8,806 shares; 2025Q4: 9,390 shares 9,390 $344K 0.01% +584 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: restricted; 2024Q4: 99 shares; 2025Q1: 2,870 shares; 2025Q2: 94 shares; 2025Q3: 1,664 shares; 2025Q4: 1,597 shares 1,597 $343K 0.01% -67 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: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,399 shares; 2025Q2: 1,376 shares; 2025Q3: 1,352 shares; 2025Q4: 1,403 shares 1,403 $341K 0.01% +51 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: restricted; 2024Q4: 3,629 shares; 2025Q1: 2,369 shares; 2025Q2: 2,331 shares; 2025Q3: 2,582 shares; 2025Q4: 2,897 shares 2,897 $340K 0.01% +315 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: restricted; 2024Q4: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 14,462 shares; 2025Q4: 8,864 shares 8,864 $340K 0.01% -5,598 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: restricted; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 2,673 shares; 2025Q3: 2,649 shares; 2025Q4: 2,756 shares 2,756 $339K 0.01% +107 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,769 shares; 2025Q1: 1,770 shares; 2025Q2: 2,071 shares; 2025Q3: 2,047 shares; 2025Q4: 2,102 shares 2,102 $338K 0.01% +55 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: restricted; 2024Q4: not reported; 2025Q1: 3,257 shares; 2025Q2: 3,248 shares; 2025Q3: 3,981 shares; 2025Q4: 4,346 shares 4,346 $336K 0.01% +365 Timeline NUMV 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: restricted; 2024Q4: 6,515 shares; 2025Q1: 6,801 shares; 2025Q2: 6,447 shares; 2025Q3: 6,899 shares; 2025Q4: 8,561 shares 8,561 $335K 0.01% +1,662 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: restricted; 2024Q4: 2,871 shares; 2025Q1: 1,961 shares; 2025Q2: 954 shares; 2025Q3: 1,277 shares; 2025Q4: 1,649 shares 1,649 $335K 0.01% +372 Timeline FXO 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: restricted; 2024Q4: not reported; 2025Q1: 19,263 shares; 2025Q2: 4,585 shares; 2025Q3: 13,139 shares; 2025Q4: 5,548 shares 5,548 $335K 0.01% -7,591 Timeline IYZ 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: restricted; 2024Q4: 8,010 shares; 2025Q1: 8,266 shares; 2025Q2: 7,373 shares; 2025Q3: 7,391 shares; 2025Q4: 9,876 shares 9,876 $335K 0.01% +2,485 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,230 shares; 2025Q1: 3,283 shares; 2025Q2: 3,380 shares; 2025Q3: 3,231 shares; 2025Q4: 3,248 shares 3,248 $333K 0.01% +17 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,740 shares; 2025Q1: 2,966 shares; 2025Q2: 3,065 shares; 2025Q3: 3,615 shares; 2025Q4: 4,195 shares 4,195 $332K 0.01% +580 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: restricted; 2024Q4: not reported; 2025Q1: 298 shares; 2025Q2: 1,273 shares; 2025Q3: 2,115 shares; 2025Q4: 2,555 shares 2,555 $330K 0.01% +440 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,776 shares; 2025Q1: 17,776 shares; 2025Q2: 17,776 shares; 2025Q3: 17,776 shares; 2025Q4: 19,471 shares 19,471 $330K 0.01% +1,695 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,323 shares; 2025Q1: 2,216 shares; 2025Q2: 1,934 shares; 2025Q3: 1,936 shares; 2025Q4: 2,050 shares 2,050 $329K 0.01% +114 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: 800 shares; 2025Q3: 1,066 shares; 2025Q4: 1,080 shares 1,080 $328K 0.01% +14 Timeline NUMG 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: restricted; 2024Q4: 4,909 shares; 2025Q1: 5,049 shares; 2025Q2: 4,751 shares; 2025Q3: 5,511 shares; 2025Q4: 6,871 shares 6,871 $328K 0.01% +1,360 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: restricted; 2024Q4: 1,366 shares; 2025Q1: 1,356 shares; 2025Q2: 1,580 shares; 2025Q3: 1,603 shares; 2025Q4: 1,622 shares 1,622 $327K 0.01% +19 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,192 shares; 2025Q1: 20,337 shares; 2025Q2: 19,344 shares; 2025Q3: 20,191 shares; 2025Q4: 18,679 shares 18,679 $324K 0.01% -1,512 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 808 shares; 2025Q3: 800 shares; 2025Q4: 830 shares 830 $323K 0.01% +30 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: restricted; 2024Q4: 2,833 shares; 2025Q1: 2,804 shares; 2025Q2: 3,349 shares; 2025Q3: 3,336 shares; 2025Q4: 3,311 shares 3,311 $322K 0.01% -25 Timeline IGE 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: restricted; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 6,388 shares; 2025Q3: 6,341 shares; 2025Q4: 6,372 shares 6,372 $320K 0.01% +31 Timeline VIPER ENERGY INC-CL A VIPER ENERGY INC-CL A More: the full row for VIPER ENERGY INC-CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,201 shares; 2025Q2: 5,935 shares; 2025Q3: 15,084 shares; 2025Q4: 8,261 shares 8,261 $319K 0.01% -6,823 CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,352 shares; 2025Q1: 8,037 shares; 2025Q2: 8,734 shares; 2025Q3: 7,801 shares; 2025Q4: 8,586 shares 8,586 $318K 0.01% +785 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,974 shares; 2025Q2: 7,994 shares; 2025Q3: 6,724 shares; 2025Q4: 6,894 shares 6,894 $318K 0.01% +170 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: restricted; 2024Q4: 3,075 shares; 2025Q1: 1,964 shares; 2025Q2: 3,322 shares; 2025Q3: 3,332 shares; 2025Q4: 3,605 shares 3,605 $318K 0.01% +273 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,865 shares; 2025Q4: 4,140 shares 4,140 $318K 0.01% +275 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,209 shares; 2025Q4: 7,698 shares 7,698 $318K 0.01% -20,511 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,008 shares; 2025Q1: 1,130 shares; 2025Q2: 1,068 shares; 2025Q3: 1,254 shares; 2025Q4: 1,515 shares 1,515 $316K 0.01% +261 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 3,184 shares; 2025Q4: 3,096 shares 3,096 $316K 0.01% -88 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 913 shares; 2025Q1: 887 shares; 2025Q2: 993 shares; 2025Q3: 1,059 shares; 2025Q4: 1,111 shares 1,111 $316K 0.01% +52 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,655 shares; 2025Q1: 4,461 shares; 2025Q2: 4,381 shares; 2025Q3: 4,214 shares; 2025Q4: 5,397 shares 5,397 $316K 0.01% +1,183 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,204 shares; 2025Q1: 782 shares; 2025Q2: 460 shares; 2025Q3: 857 shares; 2025Q4: 1,250 shares 1,250 $315K 0.01% +393 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: 362 shares; 2025Q2: 385 shares; 2025Q3: 427 shares; 2025Q4: 411 shares 411 $315K 0.01% -16 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 463 shares; 2025Q2: 574 shares; 2025Q3: 572 shares; 2025Q4: 615 shares 615 $314K 0.01% +43 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: restricted; 2024Q4: not reported; 2025Q1: 1,216 shares; 2025Q2: 6,856 shares; 2025Q3: 7,089 shares; 2025Q4: 8,527 shares 8,527 $311K 0.01% +1,438 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: restricted; 2024Q4: not reported; 2025Q1: 1,644 shares; 2025Q2: 1,709 shares; 2025Q3: 1,805 shares; 2025Q4: 2,222 shares 2,222 $311K 0.01% +417 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,967 shares; 2025Q2: 1,813 shares; 2025Q3: 2,995 shares; 2025Q4: 4,425 shares 4,425 $309K 0.01% +1,430 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: restricted; 2024Q4: not reported; 2025Q1: 1,393 shares; 2025Q2: 1,441 shares; 2025Q3: 1,503 shares; 2025Q4: 1,715 shares 1,715 $309K 0.01% +212 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: restricted; 2024Q4: 3,541 shares; 2025Q1: 4,391 shares; 2025Q2: 4,323 shares; 2025Q3: 4,227 shares; 2025Q4: 4,403 shares 4,403 $309K 0.01% +176 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 1,083 shares; 2025Q3: 4,024 shares; 2025Q4: 9,609 shares 9,609 $308K 0.01% +5,585 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395 shares; 2025Q1: 447 shares; 2025Q2: 492 shares; 2025Q3: 506 shares; 2025Q4: 537 shares 537 $308K 0.01% +31 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 3,538 shares; 2025Q3: 3,785 shares; 2025Q4: 4,449 shares 4,449 $308K 0.01% +664 Timeline JNK 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: restricted; 2024Q4: 3,342 shares; 2025Q1: 3,078 shares; 2025Q2: 3,078 shares; 2025Q3: 3,078 shares; 2025Q4: 3,153 shares 3,153 $306K 0.01% +75 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: restricted; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 708 shares; 2025Q3: 734 shares; 2025Q4: 860 shares 860 $304K 0.01% +126 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,778 shares 1,778 $303K 0.01% +10 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,043 shares; 2025Q1: 10,292 shares; 2025Q2: 11,507 shares; 2025Q3: 11,866 shares; 2025Q4: 13,573 shares 13,573 $303K 0.01% +1,707 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: restricted; 2024Q4: 10,758 shares; 2025Q1: 12,914 shares; 2025Q2: 3,346 shares; 2025Q3: 2,907 shares; 2025Q4: 2,943 shares 2,943 $303K 0.01% +36 Timeline SYLD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,311 shares; 2025Q4: 4,357 shares 4,357 $303K 0.01% -954 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,708 shares; 2025Q1: 1,681 shares; 2025Q2: 2,048 shares; 2025Q3: 2,063 shares; 2025Q4: 2,216 shares 2,216 $301K 0.01% +153 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,300 shares; 2025Q2: 4,609 shares; 2025Q3: 6,183 shares; 2025Q4: 6,718 shares 6,718 $301K 0.01% +535 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: restricted; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 891 shares; 2025Q3: 939 shares; 2025Q4: 1,094 shares 1,094 $301K 0.01% +155 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 896 shares; 2025Q3: 456 shares; 2025Q4: 1,919 shares 1,919 $300K 0.01% +1,463 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: restricted; 2024Q4: not reported; 2025Q1: 1,315 shares; 2025Q2: 1,370 shares; 2025Q3: 1,453 shares; 2025Q4: 1,706 shares 1,706 $300K 0.01% +253 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,057 shares; 2025Q1: 9,586 shares; 2025Q2: 9,824 shares; 2025Q3: 9,850 shares; 2025Q4: 11,358 shares 11,358 $299K 0.01% +1,508 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 962 shares; 2025Q3: 1,001 shares; 2025Q4: 1,177 shares 1,177 $298K 0.01% +176 Timeline IAT 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: restricted; 2024Q4: 53,882 shares; 2025Q1: 36,530 shares; 2025Q2: 6,129 shares; 2025Q3: 5,375 shares; 2025Q4: 5,410 shares 5,410 $298K 0.01% +35 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 3,171 shares; 2025Q3: 4,147 shares; 2025Q4: 4,647 shares 4,647 $297K 0.01% +500 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: restricted; 2024Q4: 29,190 shares; 2025Q1: 18,856 shares; 2025Q2: 3,761 shares; 2025Q3: 4,007 shares; 2025Q4: 4,010 shares 4,010 $295K 0.01% +3 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,583 shares; 2025Q2: 9,143 shares; 2025Q3: 11,881 shares; 2025Q4: 12,183 shares 12,183 $295K 0.01% +302 Timeline RTH 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: restricted; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 1,290 shares; 2025Q3: 1,212 shares; 2025Q4: 1,178 shares 1,178 $294K 0.01% -34 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 1,365 shares; 2025Q4: 909 shares 909 $291K 0.01% -456 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,320 shares; 2025Q2: 1,215 shares; 2025Q3: 1,131 shares; 2025Q4: 1,133 shares 1,133 $291K 0.01% +2 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 298 shares; 2025Q1: 280 shares; 2025Q2: 302 shares; 2025Q3: 381 shares; 2025Q4: 374 shares 374 $289K 0.01% -7 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,892 shares; 2025Q2: 11,892 shares; 2025Q3: 11,892 shares; 2025Q4: 12,113 shares 12,113 $288K 0.01% +221 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: restricted; 2024Q4: not reported; 2025Q1: 5,988 shares; 2025Q2: 6,083 shares; 2025Q3: 6,103 shares; 2025Q4: 6,580 shares 6,580 $287K 0.01% +477 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,335 shares; 2025Q2: 3,242 shares; 2025Q3: 2,336 shares; 2025Q4: 4,220 shares 4,220 $287K 0.01% +1,884 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,810 shares; 2025Q1: 2,777 shares; 2025Q2: 3,297 shares; 2025Q3: 3,336 shares; 2025Q4: 3,531 shares 3,531 $284K 0.01% +195 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 332 shares; 2025Q2: 890 shares; 2025Q3: 952 shares; 2025Q4: 1,180 shares 1,180 $284K 0.01% +228 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,624 shares; 2025Q4: 3,183 shares 3,183 $284K 0.01% -7,441 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,106 shares; 2025Q1: 1,283 shares; 2025Q2: 1,265 shares; 2025Q3: 1,064 shares; 2025Q4: 1,265 shares 1,265 $283K 0.01% +201 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: restricted; 2024Q4: 175 shares; 2025Q1: 213 shares; 2025Q2: 210 shares; 2025Q3: 190 shares; 2025Q4: 213 shares 213 $283K 0.01% +23 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 2,584 shares; 2025Q3: 2,883 shares; 2025Q4: 3,635 shares 3,635 $281K 0.01% +752 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: restricted; 2024Q4: 11,285 shares; 2025Q1: 10,489 shares; 2025Q2: 13,257 shares; 2025Q3: 13,750 shares; 2025Q4: 13,624 shares 13,624 $281K 0.01% -126 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: restricted; 2024Q4: not reported; 2025Q1: 262 shares; 2025Q2: 290 shares; 2025Q3: 291 shares; 2025Q4: 309 shares 309 $280K 0.01% +18 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,139 shares; 2025Q2: 7,714 shares; 2025Q3: 9,810 shares; 2025Q4: 11,708 shares 11,708 $277K 0.01% +1,898 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: restricted; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 175 shares; 2025Q3: 179 shares; 2025Q4: 197 shares 197 $275K 0.01% +18 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: restricted; 2024Q4: 4,111 shares; 2025Q1: 4,456 shares; 2025Q2: 4,830 shares; 2025Q3: 4,771 shares; 2025Q4: 5,110 shares 5,110 $274K 0.01% +339 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,396 shares; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares; 2025Q4: 4,550 shares 4,550 $273K 0.01% +154 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: restricted; 2024Q4: 4,713 shares; 2025Q1: 5,417 shares; 2025Q2: 6,243 shares; 2025Q3: 1,197 shares; 2025Q4: 937 shares 937 $271K 0.01% -260 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,210 shares 1,210 $270K 0.01% -77 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: 3,693 shares; 2025Q3: 3,445 shares; 2025Q4: 3,616 shares 3,616 $269K 0.01% +171 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 46,612 shares; 2025Q2: 8,935 shares; 2025Q3: 8,787 shares; 2025Q4: 8,785 shares 8,785 $268K 0.01% -2 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,228 shares; 2025Q2: 2,623 shares; 2025Q3: 2,818 shares; 2025Q4: 3,023 shares 3,023 $267K 0.01% +205 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,103 shares; 2025Q2: 2,367 shares; 2025Q3: 2,529 shares; 2025Q4: 3,063 shares 3,063 $267K 0.01% +534 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 620 shares; 2025Q2: 1,256 shares; 2025Q3: 2,780 shares; 2025Q4: 2,582 shares 2,582 $264K 0.01% -198 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,480 shares; 2025Q4: 7,904 shares 7,904 $264K 0.01% -7,576 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: restricted; 2024Q4: 678 shares; 2025Q1: 392 shares; 2025Q2: 424 shares; 2025Q3: 418 shares; 2025Q4: 435 shares 435 $263K 0.01% +17 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,273 shares; 2025Q2: 628 shares; 2025Q3: 2,617 shares; 2025Q4: 3,206 shares 3,206 $263K 0.01% +589 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: restricted; 2024Q4: not reported; 2025Q1: 3,272 shares; 2025Q2: 2,212 shares; 2025Q3: 6,125 shares; 2025Q4: 6,636 shares 6,636 $263K 0.01% +511 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 828 shares; 2025Q4: 808 shares 808 $261K 0.01% -20 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,317 shares; 2025Q2: 394 shares; 2025Q3: 765 shares; 2025Q4: 1,890 shares 1,890 $261K 0.01% +1,125 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,030 shares; 2025Q1: 1,111 shares; 2025Q2: 1,113 shares; 2025Q3: 1,020 shares; 2025Q4: 1,076 shares 1,076 $261K 0.01% +56 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,025 shares; 2025Q2: 6,809 shares; 2025Q3: 8,659 shares; 2025Q4: 8,871 shares 8,871 $260K 0.01% +212 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,589 shares; 2025Q2: 3,397 shares; 2025Q3: 3,693 shares; 2025Q4: 4,710 shares 4,710 $260K 0.01% +1,017 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,716 shares; 2025Q2: 6,132 shares; 2025Q3: 2,392 shares; 2025Q4: 15,016 shares 15,016 $259K 0.01% +12,624 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: restricted; 2024Q4: not reported; 2025Q1: 3,421 shares; 2025Q2: 5,879 shares; 2025Q3: 5,993 shares; 2025Q4: 5,718 shares 5,718 $258K 0.01% -275 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: restricted; 2024Q4: not reported; 2025Q1: 624 shares; 2025Q2: 666 shares; 2025Q3: 786 shares; 2025Q4: 1,069 shares 1,069 $257K 0.01% +283 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: restricted; 2024Q4: 2,536 shares; 2025Q1: 1,965 shares; 2025Q2: 1,756 shares; 2025Q3: 1,877 shares; 2025Q4: 2,404 shares 2,404 $257K 0.01% +527 Timeline SPDW 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: restricted; 2024Q4: 12,542 shares; 2025Q1: 8,357 shares; 2025Q2: 5,552 shares; 2025Q3: 5,667 shares; 2025Q4: 5,752 shares 5,752 $255K 0.01% +85 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 935 shares; 2025Q1: 878 shares; 2025Q2: 844 shares; 2025Q3: 975 shares; 2025Q4: 1,017 shares 1,017 $255K 0.01% +42 Timeline SCHD 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: restricted; 2024Q4: not reported; 2025Q1: 13,143 shares; 2025Q2: 2,380 shares; 2025Q3: 8,073 shares; 2025Q4: 9,208 shares 9,208 $253K 0.01% +1,135 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,335 shares; 2025Q2: 2,335 shares; 2025Q3: 3,722 shares; 2025Q4: 3,064 shares 3,064 $253K 0.01% -658 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,027 shares; 2025Q2: 2,251 shares; 2025Q3: 1,626 shares; 2025Q4: 1,717 shares 1,717 $252K 0.01% +91 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,153 shares 8,153 $252K 0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 449 shares; 2025Q2: 552 shares; 2025Q3: 473 shares; 2025Q4: 834 shares 834 $251K 0.01% +361 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,178 shares; 2025Q4: 9,398 shares 9,398 $249K 0.01% +7,220 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 123 shares 123 $248K 0.01% +1 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 1,648 shares 1,648 $247K 0.01% -59 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 395 shares; 2025Q2: 756 shares; 2025Q3: 939 shares; 2025Q4: 1,129 shares 1,129 $246K 0.01% +190 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,780 shares; 2025Q2: 5,696 shares; 2025Q3: 5,698 shares; 2025Q4: 6,400 shares 6,400 $245K 0.01% +702 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,903 shares; 2025Q1: 3,763 shares; 2025Q2: 2,869 shares; 2025Q3: 1,313 shares; 2025Q4: 3,697 shares 3,697 $245K 0.01% +2,384 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: restricted; 2024Q4: not reported; 2025Q1: 1,265 shares; 2025Q2: 4,304 shares; 2025Q3: 4,008 shares; 2025Q4: 4,224 shares 4,224 $243K 0.01% +216 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,607 shares; 2025Q2: 1,067 shares; 2025Q3: 5,454 shares; 2025Q4: 5,206 shares 5,206 $242K 0.01% -248 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 2,187 shares; 2025Q3: 2,688 shares; 2025Q4: 3,243 shares 3,243 $241K 0.01% +555 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: restricted; 2024Q4: not reported; 2025Q1: 5,143 shares; 2025Q2: 5,088 shares; 2025Q3: 5,070 shares; 2025Q4: 5,774 shares 5,774 $241K 0.01% +704 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 1,208 shares; 2025Q3: 680 shares; 2025Q4: 1,762 shares 1,762 $240K 0.01% +1,082 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 1,033 shares; 2025Q3: 7,121 shares; 2025Q4: 8,121 shares 8,121 $239K 0.01% +1,000 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,523 shares; 2025Q2: 1,453 shares; 2025Q3: 1,918 shares; 2025Q4: 2,383 shares 2,383 $238K 0.01% +465 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,402 shares; 2025Q4: 23,649 shares 23,649 $238K 0.01% -36,753 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,342 shares; 2025Q1: 13,971 shares; 2025Q2: 2,630 shares; 2025Q3: 12,311 shares; 2025Q4: 14,725 shares 14,725 $237K 0.01% +2,414 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 457 shares; 2025Q3: 312 shares; 2025Q4: 1,145 shares 1,145 $235K 0.01% +833 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 3,071 shares; 2025Q3: 3,189 shares; 2025Q4: 3,995 shares 3,995 $235K 0.01% +806 Timeline SPYD 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: restricted; 2024Q4: 1,072 shares; 2025Q1: 20,763 shares; 2025Q2: 689 shares; 2025Q3: 10,866 shares; 2025Q4: 5,402 shares 5,402 $234K 0.01% -5,464 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: restricted; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 1,443 shares; 2025Q3: 1,329 shares; 2025Q4: 1,203 shares 1,203 $234K 0.01% -126 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 3,512 shares; 2025Q4: 2,483 shares 2,483 $234K 0.01% -1,029 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 688 shares; 2025Q3: 370 shares; 2025Q4: 912 shares 912 $234K 0.01% +542 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: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 3,546 shares; 2025Q4: 2,357 shares 2,357 $233K 0.01% -1,189 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,711 shares; 2025Q4: 3,618 shares 3,618 $233K 0.01% -4,093 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,445 shares; 2025Q1: 1,614 shares; 2025Q2: 1,599 shares; 2025Q3: 1,554 shares; 2025Q4: 2,039 shares 2,039 $232K 0.01% +485 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: restricted; 2024Q4: 12,895 shares; 2025Q1: 7,270 shares; 2025Q2: 11,193 shares; 2025Q3: 12,146 shares; 2025Q4: 18,659 shares 18,659 $232K 0.01% +6,513 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 705 shares; 2025Q4: 5,595 shares 5,595 $232K 0.01% +4,890 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,978 shares; 2025Q2: 1,802 shares; 2025Q3: 1,975 shares; 2025Q4: 2,299 shares 2,299 $230K 0.01% +324 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 613 shares; 2025Q2: 8,216 shares; 2025Q3: 8,075 shares; 2025Q4: 7,940 shares 7,940 $230K 0.01% -135 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: restricted; 2024Q4: not reported; 2025Q1: 4,071 shares; 2025Q2: 4,133 shares; 2025Q3: 4,258 shares; 2025Q4: 4,193 shares 4,193 $229K 0.01% -65 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,763 shares; 2025Q3: 1,801 shares; 2025Q4: 2,168 shares 2,168 $229K 0.01% +367 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 204 shares; 2025Q3: 1,127 shares; 2025Q4: 1,155 shares 1,155 $229K 0.01% +28 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: restricted; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 1,060 shares; 2025Q3: 1,070 shares; 2025Q4: 1,179 shares 1,179 $229K 0.01% +109 Timeline IYK 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: restricted; 2024Q4: 13,269 shares; 2025Q1: 771 shares; 2025Q2: 7,994 shares; 2025Q3: 1,002 shares; 2025Q4: 3,418 shares 3,418 $229K 0.01% +2,416 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 915 shares; 2025Q2: 973 shares; 2025Q3: 1,112 shares; 2025Q4: 1,259 shares 1,259 $228K 0.01% +147 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 3,366 shares; 2025Q4: 2,828 shares 2,828 $227K 0.01% -538 Timeline FXG 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: restricted; 2024Q4: 121 shares; 2025Q1: 15,134 shares; 2025Q2: 670 shares; 2025Q3: 7,541 shares; 2025Q4: 3,737 shares 3,737 $227K 0.01% -3,804 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 3,054 shares 3,054 $226K 0.01% +237 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: restricted; 2024Q4: not reported; 2025Q1: 2,615 shares; 2025Q2: 2,890 shares; 2025Q3: 2,928 shares; 2025Q4: 3,361 shares 3,361 $226K 0.01% +433 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: restricted; 2024Q4: not reported; 2025Q1: 3,382 shares; 2025Q2: 1,851 shares; 2025Q3: 3,323 shares; 2025Q4: 3,751 shares 3,751 $225K 0.01% +428 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: restricted; 2024Q4: not reported; 2025Q1: 2,476 shares; 2025Q2: 2,742 shares; 2025Q3: 2,345 shares; 2025Q4: 2,515 shares 2,515 $224K 0.01% +170 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: 408 shares; 2025Q3: 9,583 shares; 2025Q4: 12,867 shares 12,867 $223K 0.01% +3,284 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,337 shares 2,337 $223K 0.01% +7 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 417 shares; 2025Q2: 238 shares; 2025Q3: 1,208 shares; 2025Q4: 1,286 shares 1,286 $223K 0.01% +78 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,117 shares; 2025Q4: 10,105 shares 10,105 $222K 0.01% -16,012 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,243 shares; 2025Q4: 9,243 shares 9,243 $221K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 898 shares; 2025Q2: 861 shares; 2025Q3: 1,076 shares; 2025Q4: 1,373 shares 1,373 $221K 0.01% +297 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: restricted; 2024Q4: not reported; 2025Q1: 3,218 shares; 2025Q2: 3,134 shares; 2025Q3: 3,098 shares; 2025Q4: 3,285 shares 3,285 $221K 0.01% +187 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 177 shares; 2025Q3: 512 shares; 2025Q4: 652 shares 652 $221K 0.01% +140 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: restricted; 2024Q4: 4,787 shares; 2025Q1: 4,183 shares; 2025Q2: 3,845 shares; 2025Q3: 3,895 shares; 2025Q4: 4,417 shares 4,417 $221K 0.01% +522 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: restricted; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: 1,308 shares; 2025Q3: 1,278 shares; 2025Q4: 1,381 shares 1,381 $220K 0.01% +103 Timeline QCLN 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: restricted; 2024Q4: 278,192 shares; 2025Q1: 52,437 shares; 2025Q2: 5,926 shares; 2025Q3: 4,977 shares; 2025Q4: 4,904 shares 4,904 $219K 0.01% -73 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,497 shares; 2025Q1: 16,442 shares; 2025Q2: 16,836 shares; 2025Q3: 15,758 shares; 2025Q4: 14,107 shares 14,107 $216K 0.01% -1,651 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: restricted; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: 406 shares; 2025Q3: 790 shares; 2025Q4: 7,981 shares 7,981 $215K 0.01% +7,191 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,983 shares; 2025Q2: 3,085 shares; 2025Q3: 3,274 shares; 2025Q4: 3,409 shares 3,409 $215K 0.01% +135 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,208 shares; 2025Q1: 3,787 shares; 2025Q2: 2,661 shares; 2025Q3: 2,581 shares; 2025Q4: 2,539 shares 2,539 $215K 0.01% -42 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 868 shares; 2025Q3: 3,015 shares; 2025Q4: 3,217 shares 3,217 $215K 0.01% +202 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,494 shares; 2025Q2: 1,303 shares; 2025Q3: 1,727 shares; 2025Q4: 1,965 shares 1,965 $215K 0.01% +238 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 585 shares; 2025Q3: 2,623 shares; 2025Q4: 16,241 shares 16,241 $213K 0.01% +13,618 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: restricted; 2024Q4: not reported; 2025Q1: 2,599 shares; 2025Q2: 2,336 shares; 2025Q3: 2,520 shares; 2025Q4: 2,927 shares 2,927 $212K 0.01% +407 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 505 shares; 2025Q3: 496 shares; 2025Q4: 737 shares 737 $211K 0.01% +241 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,037 shares; 2025Q2: 1,782 shares; 2025Q3: 1,444 shares; 2025Q4: 1,858 shares 1,858 $210K 0.01% +414 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: restricted; 2024Q4: not reported; 2025Q1: 1,403 shares; 2025Q2: 1,299 shares; 2025Q3: 1,321 shares; 2025Q4: 1,411 shares 1,411 $210K 0.01% +90 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 4,560 shares; 2025Q3: 7,710 shares; 2025Q4: 8,923 shares 8,923 $209K 0.01% +1,213 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,008 shares; 2025Q2: 5,484 shares; 2025Q3: 5,177 shares; 2025Q4: 8,872 shares 8,872 $207K 0.01% +3,695 Timeline IAI 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: restricted; 2024Q4: 1,938 shares; 2025Q1: 1,383 shares; 2025Q2: 1,039 shares; 2025Q3: 1,210 shares; 2025Q4: 1,153 shares 1,153 $207K 0.01% -57 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: restricted; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 1,860 shares; 2025Q3: 1,839 shares; 2025Q4: 1,954 shares 1,954 $206K 0.01% +115 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,127 shares; 2025Q2: 2,376 shares; 2025Q3: 2,382 shares; 2025Q4: 2,601 shares 2,601 $206K 0.01% +219 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,344 shares; 2025Q2: 7,431 shares; 2025Q3: 7,430 shares; 2025Q4: 7,304 shares 7,304 $205K 0.01% -126 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 1,389 shares; 2025Q3: 1,371 shares; 2025Q4: 1,489 shares 1,489 $203K 0.01% +118 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: restricted; 2024Q4: not reported; 2025Q1: 10,502 shares; 2025Q2: 11,484 shares; 2025Q3: 12,080 shares; 2025Q4: 14,158 shares 14,158 $203K 0.01% +2,078 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: restricted; 2024Q4: not reported; 2025Q1: 3,203 shares; 2025Q2: 3,168 shares; 2025Q3: 3,100 shares; 2025Q4: 3,389 shares 3,389 $203K 0.01% +289 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 495 shares; 2025Q3: 578 shares; 2025Q4: 776 shares 776 $203K 0.01% +198 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,845 shares; 2025Q2: 7,382 shares; 2025Q3: 1,398 shares; 2025Q4: 10,602 shares 10,602 $203K 0.01% +9,204 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 638 shares; 2025Q2: 238 shares; 2025Q3: 357 shares; 2025Q4: 973 shares 973 $202K 0.01% +616 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 510 shares; 2025Q2: 577 shares; 2025Q3: 859 shares; 2025Q4: 1,631 shares 1,631 $202K 0.01% +772 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,386 shares; 2025Q3: 1,359 shares; 2025Q4: 1,479 shares 1,479 $202K 0.01% +120 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: restricted; 2024Q4: not reported; 2025Q1: 4,450 shares; 2025Q2: 4,548 shares; 2025Q3: 3,147 shares; 2025Q4: 3,580 shares 3,580 $200K 0.01% +433 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 1,115 shares; 2025Q4: 964 shares 964 $199K 0.01% -151 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 5,149 shares; 2025Q3: 5,159 shares; 2025Q4: 2,537 shares 2,537 $198K 0.01% -2,622 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: restricted; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 1,526 shares; 2025Q3: 2,506 shares; 2025Q4: 2,936 shares 2,936 $198K 0.01% +430 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 630 shares; 2025Q2: 717 shares; 2025Q3: 445 shares; 2025Q4: 1,091 shares 1,091 $198K 0.01% +646 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,344 shares; 2025Q2: 8,889 shares; 2025Q3: 9,193 shares; 2025Q4: 11,113 shares 11,113 $197K 0.01% +1,920 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 1,360 shares 1,360 $197K 0.01% +1,000 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: restricted; 2024Q4: 3,994 shares; 2025Q1: 1,911 shares; 2025Q2: 3,812 shares; 2025Q3: 916 shares; 2025Q4: 2,003 shares 2,003 $196K 0.01% +1,087 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 218 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 344 shares 344 $195K 0.01% +56 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,151 shares; 2025Q1: 7,133 shares; 2025Q2: 5,301 shares; 2025Q3: 9,501 shares; 2025Q4: 8,737 shares 8,737 $195K 0.01% -764 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: restricted; 2024Q4: not reported; 2025Q1: 2,527 shares; 2025Q2: 2,467 shares; 2025Q3: 2,530 shares; 2025Q4: 2,982 shares 2,982 $194K 0.01% +452 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,243 shares; 2025Q2: 4,908 shares; 2025Q3: 4,839 shares; 2025Q4: 5,462 shares 5,462 $194K 0.01% +623 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 303 shares; 2025Q2: 350 shares; 2025Q3: 305 shares; 2025Q4: 423 shares 423 $192K 0.01% +118 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,426 shares; 2025Q2: 2,835 shares; 2025Q3: 2,715 shares; 2025Q4: 2,953 shares 2,953 $192K 0.01% +238 Timeline FGD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,283 shares; 2025Q4: 6,267 shares 6,267 $190K 0.01% -16 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,939 shares; 2025Q1: 3,896 shares; 2025Q2: 4,747 shares; 2025Q3: 4,919 shares; 2025Q4: 4,803 shares 4,803 $189K 0.01% -116 Timeline PSCI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,245 shares; 2025Q4: 1,259 shares 1,259 $189K 0.01% +14 Timeline KXI 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: restricted; 2024Q4: 12,323 shares; 2025Q1: 9 shares; 2025Q2: 4,846 shares; 2025Q3: 716 shares; 2025Q4: 2,921 shares 2,921 $189K 0.01% +2,205 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: restricted; 2024Q4: not reported; 2025Q1: 787 shares; 2025Q2: 829 shares; 2025Q3: 871 shares; 2025Q4: 1,178 shares 1,178 $188K 0.01% +307 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 997 shares; 2025Q2: 1,027 shares; 2025Q3: 840 shares; 2025Q4: 971 shares 971 $188K 0.01% +131 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,428 shares; 2025Q2: 2,401 shares; 2025Q3: 2,148 shares; 2025Q4: 2,418 shares 2,418 $187K 0.01% +270 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,336 shares; 2025Q1: 2,510 shares; 2025Q2: 1,160 shares; 2025Q3: 1,514 shares; 2025Q4: 2,084 shares 2,084 $187K 0.01% +570 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: 2,008 shares; 2025Q3: 1,570 shares; 2025Q4: 1,722 shares 1,722 $187K 0.01% +152 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,149 shares; 2025Q2: 1,711 shares; 2025Q3: 2,162 shares; 2025Q4: 2,841 shares 2,841 $185K 0.01% +679 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,906 shares; 2025Q4: 5,725 shares 5,725 $184K 0.01% +3,819 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 724 shares; 2025Q3: 708 shares; 2025Q4: 760 shares 760 $180K 0.01% +52 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: restricted; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 294 shares 294 $180K 0.01% +36 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 3,028 shares; 2025Q4: 2,746 shares 2,746 $180K 0.01% -282 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,355 shares; 2025Q4: 2,247 shares 2,247 $179K 0.01% +892 Timeline IHE 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: restricted; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 29 shares; 2025Q3: 802 shares; 2025Q4: 2,110 shares 2,110 $179K 0.01% +1,308 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,402 shares; 2025Q4: 13,344 shares 13,344 $179K 0.01% +942 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,869 shares; 2025Q2: 1,564 shares; 2025Q3: 1,506 shares; 2025Q4: 2,116 shares 2,116 $177K 0.01% +610 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 494 shares; 2025Q2: 505 shares; 2025Q3: 690 shares; 2025Q4: 779 shares 779 $176K 0.01% +89 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,923 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 1,961 shares; 2025Q4: 726 shares 726 $176K 0.01% -1,235 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,031 shares; 2025Q2: 4,031 shares; 2025Q3: 4,066 shares; 2025Q4: 4,096 shares 4,096 $175K 0.01% +30 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: 2,964 shares; 2025Q2: 2,868 shares; 2025Q3: 3,676 shares; 2025Q4: 1,724 shares 1,724 $174K 0.01% -1,952 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,896 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,605 shares 3,605 $174K 0.01% +30 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,144 shares; 2025Q2: 3,676 shares; 2025Q3: 1,541 shares; 2025Q4: 4,455 shares 4,455 $172K 0.01% +2,914 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,969 shares; 2025Q4: 11,717 shares 11,717 $171K 0.01% +748 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,478 shares; 2025Q2: 10,039 shares; 2025Q3: 5,279 shares; 2025Q4: 20,191 shares 20,191 $168K 0.01% +14,912 FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 452 shares; 2025Q2: 1,215 shares; 2025Q3: 1,308 shares; 2025Q4: 1,665 shares 1,665 $168K 0.01% +357 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,242 shares; 2025Q2: 3,410 shares; 2025Q3: 1,822 shares; 2025Q4: 3,152 shares 3,152 $167K <0.01% +1,330 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,571 shares; 2025Q1: 57 shares; 2025Q2: 115 shares; 2025Q3: 778 shares; 2025Q4: 1,606 shares 1,606 $166K <0.01% +828 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 4,416 shares; 2025Q3: 797 shares; 2025Q4: 1,715 shares 1,715 $165K <0.01% +918 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 776 shares; 2025Q2: 795 shares; 2025Q3: 818 shares; 2025Q4: 939 shares 939 $164K <0.01% +121 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,640 shares; 2025Q2: 11,442 shares; 2025Q3: 12,363 shares; 2025Q4: 12,942 shares 12,942 $164K <0.01% +579 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,211 shares; 2025Q2: 1,339 shares; 2025Q3: 512 shares; 2025Q4: 2,548 shares 2,548 $163K <0.01% +2,036 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: restricted; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,041 shares; 2025Q3: 1,135 shares; 2025Q4: 1,485 shares 1,485 $163K <0.01% +350 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,108 shares; 2025Q2: 5,262 shares; 2025Q3: 5,262 shares; 2025Q4: 3,413 shares 3,413 $161K <0.01% -1,849 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,362 shares; 2025Q2: 1,024 shares; 2025Q3: 768 shares; 2025Q4: 3,448 shares 3,448 $161K <0.01% +2,680 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,380 shares 3,380 $161K <0.01% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,251 shares; 2025Q2: 2,615 shares; 2025Q3: 1,213 shares; 2025Q4: 5,246 shares 5,246 $158K <0.01% +4,033 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,695 shares; 2025Q3: 1,809 shares; 2025Q4: 2,281 shares 2,281 $157K <0.01% +472 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,861 shares; 2025Q2: 4,786 shares; 2025Q3: 4,870 shares; 2025Q4: 5,305 shares 5,305 $157K <0.01% +435 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: restricted; 2024Q4: 1,758 shares; 2025Q1: 459 shares; 2025Q2: 630 shares; 2025Q3: 885 shares; 2025Q4: 755 shares 755 $156K <0.01% -130 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,486 shares; 2025Q1: 419 shares; 2025Q2: 447 shares; 2025Q3: 594 shares; 2025Q4: 879 shares 879 $156K <0.01% +285 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: restricted; 2024Q4: not reported; 2025Q1: 1,357 shares; 2025Q2: 1,360 shares; 2025Q3: 1,396 shares; 2025Q4: 1,760 shares 1,760 $156K <0.01% +364 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 912 shares; 2025Q2: 881 shares; 2025Q3: 1,048 shares; 2025Q4: 1,116 shares 1,116 $155K <0.01% +68 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: restricted; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: 6,782 shares; 2025Q3: 6,582 shares; 2025Q4: 5,942 shares 5,942 $155K <0.01% -640 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 857 shares; 2025Q2: 1,098 shares; 2025Q3: 1,193 shares; 2025Q4: 1,186 shares 1,186 $154K <0.01% -7 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,586 shares; 2025Q2: 534 shares; 2025Q3: 5,828 shares; 2025Q4: 4,832 shares 4,832 $154K <0.01% -996 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,525 shares; 2025Q4: 6,500 shares 6,500 $153K <0.01% -25 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $152K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 2,709 shares; 2025Q3: 2,859 shares; 2025Q4: 3,889 shares 3,889 $150K <0.01% +1,030 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,483 shares; 2025Q4: 1,867 shares 1,867 $150K <0.01% -616 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 2,020 shares; 2025Q4: 1,980 shares 1,980 $149K <0.01% -40 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,979 shares; 2025Q4: 4,331 shares 4,331 $149K <0.01% +352 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,562 shares; 2025Q2: 2,216 shares; 2025Q3: 2,093 shares; 2025Q4: 1,638 shares 1,638 $149K <0.01% -455 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: restricted; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 568 shares; 2025Q3: 581 shares; 2025Q4: 580 shares 580 $148K <0.01% -1 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: restricted; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: 290 shares; 2025Q3: 347 shares; 2025Q4: 389 shares 389 $148K <0.01% +42 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,134 shares; 2025Q4: 6,531 shares 6,531 $146K <0.01% +397 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 603 shares; 2025Q4: 1,517 shares 1,517 $146K <0.01% +914 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,710 shares; 2025Q2: 5,875 shares; 2025Q3: 1,241 shares; 2025Q4: 5,226 shares 5,226 $145K <0.01% +3,985 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 1,257 shares; 2025Q3: 663 shares; 2025Q4: 2,150 shares 2,150 $145K <0.01% +1,487 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,222 shares; 2025Q2: 3,073 shares; 2025Q3: 1,993 shares; 2025Q4: 3,873 shares 3,873 $142K <0.01% +1,880 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,235 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 877 shares 877 $141K <0.01% -62 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 516 shares; 2025Q4: 557 shares 557 $140K <0.01% +41 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,840 shares; 2025Q2: 4,114 shares; 2025Q3: 12,883 shares; 2025Q4: 13,854 shares 13,854 $140K <0.01% +971 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,154 shares; 2025Q2: 10,154 shares; 2025Q3: 9,185 shares; 2025Q4: 8,281 shares 8,281 $140K <0.01% -904 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,939 shares; 2025Q1: 945 shares; 2025Q2: 1,146 shares; 2025Q3: 701 shares; 2025Q4: 885 shares 885 $139K <0.01% +184 Timeline DFUV 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: restricted; 2024Q4: not reported; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 2,970 shares; 2025Q4: 2,981 shares 2,981 $139K <0.01% +11 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 242 shares; 2025Q3: 350 shares; 2025Q4: 400 shares 400 $138K <0.01% +50 Timeline DFE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,139 shares; 2025Q4: 1,919 shares 1,919 $138K <0.01% -220 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 715 shares; 2025Q3: 942 shares; 2025Q4: 1,049 shares 1,049 $137K <0.01% +107 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,627 shares; 2025Q4: 1,632 shares 1,632 $136K <0.01% +5 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,681 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 8,245 shares 8,245 $136K <0.01% +5,464 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,071 shares; 2025Q4: 4,367 shares 4,367 $135K <0.01% -13,704 Timeline IEO 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: restricted; 2024Q4: 8,858 shares; 2025Q1: 70 shares; 2025Q2: 707 shares; 2025Q3: 600 shares; 2025Q4: 1,506 shares 1,506 $134K <0.01% +906 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,108 shares 5,108 $133K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,033 shares 1,033 $132K <0.01% +27 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 1,162 shares; 2025Q4: 1,058 shares 1,058 $132K <0.01% -104 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 147 shares; 2025Q2: 219 shares; 2025Q3: 236 shares; 2025Q4: 297 shares 297 $132K <0.01% +61 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 628 shares; 2025Q4: 1,167 shares 1,167 $132K <0.01% +539 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,499 shares; 2025Q2: 5,014 shares; 2025Q3: 6,888 shares; 2025Q4: 7,929 shares 7,929 $130K <0.01% +1,041 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: 117 shares; 2025Q4: 121 shares 121 $129K <0.01% +4 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,923 shares; 2025Q2: 1,926 shares; 2025Q3: 1,728 shares; 2025Q4: 2,681 shares 2,681 $128K <0.01% +953 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 583 shares; 2025Q3: 752 shares; 2025Q4: 903 shares 903 $128K <0.01% +151 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,601 shares; 2025Q1: 538 shares; 2025Q2: 1,717 shares; 2025Q3: 32 shares; 2025Q4: 1,952 shares 1,952 $127K <0.01% +1,920 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,184 shares; 2025Q3: 8,267 shares; 2025Q4: 8,237 shares 8,237 $127K <0.01% -30 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42,703 shares; 2025Q2: 2,010 shares; 2025Q3: 2,790 shares; 2025Q4: 2,174 shares 2,174 $126K <0.01% -616 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,137 shares; 2025Q2: 11,137 shares; 2025Q3: 11,137 shares; 2025Q4: 11,193 shares 11,193 $126K <0.01% +56 Timeline XNTK 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: restricted; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 473 shares; 2025Q3: 1,771 shares; 2025Q4: 455 shares 455 $126K <0.01% -1,316 Timeline FENY 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: restricted; 2024Q4: not reported; 2025Q1: 1,863 shares; 2025Q2: 39 shares; 2025Q3: 38 shares; 2025Q4: 5,041 shares 5,041 $125K <0.01% +5,003 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 879 shares 879 $124K <0.01% -128 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 1,721 shares; 2025Q3: 2,950 shares; 2025Q4: 3,802 shares 3,802 $123K <0.01% +852 Timeline MXI 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: restricted; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 955 shares; 2025Q3: 263 shares; 2025Q4: 1,260 shares 1,260 $122K <0.01% +997 Timeline IWB 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: restricted; 2024Q4: 8,213 shares; 2025Q1: 277 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 324 shares 324 $121K <0.01% +70 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: restricted; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: 1,264 shares; 2025Q3: 229 shares; 2025Q4: 660 shares 660 $120K <0.01% +431 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,765 shares; 2025Q1: 4,052 shares; 2025Q2: 2,154 shares; 2025Q3: 1,623 shares; 2025Q4: 1,186 shares 1,186 $119K <0.01% -437 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,400 shares 1,400 $119K <0.01% +186 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: restricted; 2024Q4: not reported; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares 1,899 $118K <0.01% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,861 shares; 2025Q2: 1,956 shares; 2025Q3: 1,802 shares; 2025Q4: 1,717 shares 1,717 $118K <0.01% -85 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: restricted; 2024Q4: not reported; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 677 shares; 2025Q4: 677 shares 677 $117K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 450 shares; 2025Q3: 1,071 shares; 2025Q4: 1,198 shares 1,198 $117K <0.01% +127 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 6,072 shares; 2025Q3: 1,237 shares; 2025Q4: 4,836 shares 4,836 $115K <0.01% +3,599 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 546 shares 546 $114K <0.01% +303 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: restricted; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 18,626 shares; 2025Q4: 5,637 shares 5,637 $114K <0.01% -12,989 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,572 shares 2,572 $114K <0.01% new Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 470 shares; 2025Q1: 3,193 shares; 2025Q2: 1,001 shares; 2025Q3: 14,808 shares; 2025Q4: 3,915 shares 3,915 $114K <0.01% -10,893 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,368 shares; 2025Q2: 5,288 shares; 2025Q3: 5,199 shares; 2025Q4: 4,597 shares 4,597 $111K <0.01% -602 Timeline JCPB 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: restricted; 2024Q4: not reported; 2025Q1: 2,313 shares; 2025Q2: 2,313 shares; 2025Q3: 2,313 shares; 2025Q4: 2,341 shares 2,341 $111K <0.01% +28 Timeline FMAT 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: restricted; 2024Q4: not reported; 2025Q1: 2,308 shares; 2025Q2: 1,929 shares; 2025Q3: 2,292 shares; 2025Q4: 2,067 shares 2,067 $110K <0.01% -225 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: 736 shares 736 $109K <0.01% +3 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: restricted; 2024Q4: not reported; 2025Q1: 5,116 shares; 2025Q2: 5,174 shares; 2025Q3: 5,792 shares; 2025Q4: 5,494 shares 5,494 $108K <0.01% -298 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 709 shares; 2025Q3: 197 shares; 2025Q4: 586 shares 586 $107K <0.01% +389 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,855 shares 2,855 $107K <0.01% +15 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: restricted; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 372 shares; 2025Q3: 421 shares; 2025Q4: 485 shares 485 $106K <0.01% +64 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,842 shares; 2025Q4: 2,438 shares 2,438 $106K <0.01% +596 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 1,592 shares 1,592 $106K <0.01% +133 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 979 shares; 2025Q2: 3,379 shares; 2025Q3: 3,482 shares; 2025Q4: 4,403 shares 4,403 $105K <0.01% +921 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,190 shares; 2025Q4: 8,990 shares 8,990 $105K <0.01% -200 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 188 shares; 2025Q4: 459 shares 459 $104K <0.01% +271 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 827 shares; 2025Q3: 958 shares; 2025Q4: 1,005 shares 1,005 $103K <0.01% +47 Timeline FIDU 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: restricted; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 545 shares; 2025Q3: 475 shares; 2025Q4: 1,251 shares 1,251 $103K <0.01% +776 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: 780 shares; 2025Q3: 740 shares; 2025Q4: 698 shares 698 $102K <0.01% -42 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,955 shares; 2025Q1: 113 shares; 2025Q2: 1,408 shares; 2025Q3: 414 shares; 2025Q4: 960 shares 960 $101K <0.01% +546 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 661 shares; 2025Q3: 996 shares; 2025Q4: 1,166 shares 1,166 $101K <0.01% +170 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: restricted; 2024Q4: not reported; 2025Q1: 1,058 shares; 2025Q2: 1,037 shares; 2025Q3: 1,746 shares; 2025Q4: 1,707 shares 1,707 $100K <0.01% -39 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,913 shares 3,913 $100K <0.01% new Timeline SPHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,317 shares; 2025Q4: 4,165 shares 4,165 $99K <0.01% -2,152 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: 1,149 shares 1,149 $99K <0.01% +8 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 1,118 shares; 2025Q4: 1,153 shares 1,153 $99K <0.01% +35 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,279 shares; 2025Q1: 48 shares; 2025Q2: 165 shares; 2025Q3: 175 shares; 2025Q4: 960 shares 960 $99K <0.01% +785 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,348 shares; 2025Q4: 4,396 shares 4,396 $98K <0.01% +48 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares; 2025Q4: 877 shares 877 $97K <0.01% +392 Timeline EXI 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: restricted; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 325 shares; 2025Q3: 511 shares; 2025Q4: 555 shares 555 $97K <0.01% +44 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,857 shares; 2025Q4: 5,094 shares 5,094 $96K <0.01% -16,763 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,082 shares 4,082 $96K <0.01% new Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,286 shares 2,286 $95K <0.01% new Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,949 shares; 2025Q2: 6,698 shares; 2025Q3: 8,563 shares; 2025Q4: 10,440 shares 10,440 $94K <0.01% +1,877 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares; 2025Q4: 822 shares 822 $94K <0.01% -1,166 Timeline FXD 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: restricted; 2024Q4: not reported; 2025Q1: 30,349 shares; 2025Q2: 3,079 shares; 2025Q3: 3,543 shares; 2025Q4: 1,377 shares 1,377 $94K <0.01% -2,166 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,413 shares 1,413 $93K <0.01% -82 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,244 shares; 2025Q2: 3,739 shares; 2025Q3: 3,745 shares; 2025Q4: 2,652 shares 2,652 $92K <0.01% -1,093 Timeline FRI 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: restricted; 2024Q4: not reported; 2025Q1: 28,964 shares; 2025Q2: 5,550 shares; 2025Q3: 10,161 shares; 2025Q4: 3,358 shares 3,358 $92K <0.01% -6,803 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,241 shares; 2025Q4: 522 shares 522 $91K <0.01% -719 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 355 shares; 2025Q4: 357 shares 357 $90K <0.01% +2 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,023 shares; 2025Q2: 3,314 shares; 2025Q3: 165 shares; 2025Q4: 2,086 shares 2,086 $90K <0.01% +1,921 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 856 shares; 2025Q2: 1,221 shares; 2025Q3: 1,613 shares; 2025Q4: 2,053 shares 2,053 $89K <0.01% +440 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 222 shares; 2025Q3: 42 shares; 2025Q4: 945 shares 945 $89K <0.01% +903 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,496 shares; 2025Q4: 4,570 shares 4,570 $88K <0.01% +74 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: restricted; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 651 shares; 2025Q3: 1,143 shares; 2025Q4: 1,162 shares 1,162 $88K <0.01% +19 Timeline HYD 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: restricted; 2024Q4: 198,666 shares; 2025Q1: 5,036 shares; 2025Q2: 3,605 shares; 2025Q3: 1,724 shares; 2025Q4: 1,706 shares 1,706 $87K <0.01% -18 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: restricted; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 1,611 shares; 2025Q4: 1,005 shares 1,005 $87K <0.01% -606 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,189 shares 1,189 $87K <0.01% +165 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,014 shares; 2025Q2: 8,014 shares; 2025Q3: 8,014 shares; 2025Q4: 8,055 shares 8,055 $86K <0.01% +41 Timeline FDRR 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: restricted; 2024Q4: not reported; 2025Q1: 583 shares; 2025Q2: 772 shares; 2025Q3: 1,386 shares; 2025Q4: 1,409 shares 1,409 $86K <0.01% +23 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 295 shares; 2025Q4: 1,488 shares 1,488 $85K <0.01% +1,193 Timeline RXI 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: restricted; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 93 shares; 2025Q3: 104 shares; 2025Q4: 414 shares 414 $85K <0.01% +310 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,687 shares 1,687 $84K <0.01% +80 Timeline IWR 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: restricted; 2024Q4: not reported; 2025Q1: 757 shares; 2025Q2: 184 shares; 2025Q3: 866 shares; 2025Q4: 868 shares 868 $84K <0.01% +2 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,961 shares; 2025Q2: 41,961 shares; 2025Q3: 41,961 shares; 2025Q4: 41,961 shares 41,961 $83K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 945 shares; 2025Q4: 897 shares 897 $82K <0.01% -48 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 291 shares; 2025Q2: 282 shares; 2025Q3: 395 shares; 2025Q4: 540 shares 540 $82K <0.01% +145 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 207 shares; 2025Q3: 25 shares; 2025Q4: 282 shares 282 $82K <0.01% +257 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 372 shares; 2025Q3: 747 shares; 2025Q4: 719 shares 719 $82K <0.01% -28 Timeline VEGI 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: restricted; 2024Q4: not reported; 2025Q1: 2,605 shares; 2025Q2: 430 shares; 2025Q3: 974 shares; 2025Q4: 2,094 shares 2,094 $81K <0.01% +1,120 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 817 shares; 2025Q4: 1,148 shares 1,148 $80K <0.01% +331 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,765 shares; 2025Q2: 6,765 shares; 2025Q3: 6,765 shares; 2025Q4: 6,884 shares 6,884 $80K <0.01% +119 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 385 shares; 2025Q2: 1,478 shares; 2025Q3: 301 shares; 2025Q4: 1,029 shares 1,029 $80K <0.01% +728 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 1,756 shares 1,756 $79K <0.01% +1,498 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 1,598 shares 1,598 $77K <0.01% +139 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,041 shares; 2025Q3: 388 shares; 2025Q4: 744 shares 744 $77K <0.01% +356 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,173 shares 1,173 $77K <0.01% +22 LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 371 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,703 shares 1,703 $76K <0.01% +18 Timeline MEAR 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: restricted; 2024Q4: not reported; 2025Q1: 1,486 shares; 2025Q2: 1,486 shares; 2025Q3: 1,486 shares; 2025Q4: 1,501 shares 1,501 $76K <0.01% +15 Timeline FUTY 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: restricted; 2024Q4: not reported; 2025Q1: 3,697 shares; 2025Q2: 7,143 shares; 2025Q3: 1,413 shares; 2025Q4: 1,385 shares 1,385 $76K <0.01% -28 Timeline FXZ 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: restricted; 2024Q4: not reported; 2025Q1: 7,428 shares; 2025Q2: 9 shares; 2025Q3: 2,404 shares; 2025Q4: 1,179 shares 1,179 $76K <0.01% -1,225 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,635 shares; 2025Q1: 2,634 shares; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 880 shares 880 $74K <0.01% -1,754 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 743 shares; 2025Q4: 570 shares 570 $74K <0.01% -173 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 3,973 shares; 2025Q4: 736 shares 736 $74K <0.01% -3,237 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 211 shares; 2025Q2: 493 shares; 2025Q3: 237 shares; 2025Q4: 827 shares 827 $73K <0.01% +590 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 1,712 shares 1,712 $73K <0.01% +1,312 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 1,445 shares 1,445 $72K <0.01% +11 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,489 shares 1,489 $72K <0.01% new Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 534 shares 534 $72K <0.01% +1 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 741 shares; 2025Q4: 682 shares 682 $72K <0.01% -59 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares 1,341 $72K <0.01% new Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,619 shares; 2025Q2: 3,251 shares; 2025Q3: 1,794 shares; 2025Q4: 1,610 shares 1,610 $72K <0.01% -184 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,864 shares 1,864 $71K <0.01% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,389 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,590 shares 1,590 $71K <0.01% +1 Timeline IXJ 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: restricted; 2024Q4: not reported; 2025Q1: 346 shares; 2025Q2: 5,318 shares; 2025Q3: 447 shares; 2025Q4: 719 shares 719 $70K <0.01% +272 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: 444 shares; 2025Q3: 5,814 shares; 2025Q4: 2,502 shares 2,502 $70K <0.01% -3,312 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448 shares; 2025Q4: 448 shares 448 $70K <0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,128 shares; 2025Q1: 171 shares; 2025Q2: 177 shares; 2025Q3: 8,477 shares; 2025Q4: 1,533 shares 1,533 $70K <0.01% -6,944 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 843 shares; 2025Q3: 765 shares; 2025Q4: 738 shares 738 $70K <0.01% -27 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 141 shares 141 $69K <0.01% +100 Timeline FXR 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: restricted; 2024Q4: not reported; 2025Q1: 36,811 shares; 2025Q2: 4,461 shares; 2025Q3: 6,302 shares; 2025Q4: 861 shares 861 $69K <0.01% -5,441 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 434 shares; 2025Q3: 416 shares; 2025Q4: 423 shares 423 $67K <0.01% +7 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 280 shares; 2025Q4: 890 shares 890 $67K <0.01% +610 Timeline ICF 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: restricted; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 718 shares; 2025Q3: 433 shares; 2025Q4: 1,127 shares 1,127 $67K <0.01% +694 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,904 shares; 2025Q1: 47,828 shares; 2025Q2: 95,343 shares; 2025Q3: 7,675 shares; 2025Q4: 4,489 shares 4,489 $67K <0.01% -3,186 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 722 shares; 2025Q4: 722 shares 722 $65K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 3,468 shares; 2025Q4: 3,585 shares 3,585 $65K <0.01% +117 Timeline CMF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 1,126 shares 1,126 $65K <0.01% +18 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 950 shares 950 $64K <0.01% +15 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,003 shares; 2025Q4: 2,011 shares 2,011 $64K <0.01% +8 Timeline AVEM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 823 shares 823 $63K <0.01% +13 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 300 shares; 2025Q4: 281 shares 281 $63K <0.01% -19 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: restricted; 2024Q4: not reported; 2025Q1: 873 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares 859 $63K <0.01% 0 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,014 shares 1,014 $63K <0.01% +7 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,250 shares 1,250 $63K <0.01% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,524 shares; 2025Q1: 5,115 shares; 2025Q2: 4,035 shares; 2025Q3: 2,988 shares; 2025Q4: 1,420 shares 1,420 $63K <0.01% -1,568 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 121 shares; 2025Q3: 366 shares; 2025Q4: 272 shares 272 $62K <0.01% -94 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,635 shares; 2025Q4: 1,638 shares 1,638 $62K <0.01% +3 Timeline SOXX 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: restricted; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 1,910 shares; 2025Q3: 197 shares; 2025Q4: 202 shares 202 $61K <0.01% +5 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,094 shares; 2025Q2: 6,820 shares; 2025Q3: 7,638 shares; 2025Q4: 3,810 shares 3,810 $61K <0.01% -3,828 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,325 shares; 2025Q4: 2,743 shares 2,743 $61K <0.01% -582 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares; 2025Q4: 652 shares 652 $61K <0.01% +9 Timeline TFLO 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: restricted; 2024Q4: not reported; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,188 shares 1,188 $60K <0.01% +15 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285 shares; 2025Q4: 185 shares 185 $60K <0.01% -100 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 501 shares; 2025Q4: 3,005 shares 3,005 $60K <0.01% +2,504 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 3,206 shares; 2025Q3: 1,216 shares; 2025Q4: 1,186 shares 1,186 $60K <0.01% -30 Timeline TJUL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,028 shares 2,028 $60K <0.01% new Timeline FTSL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,261 shares; 2025Q4: 1,278 shares 1,278 $59K <0.01% -1,983 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,716 shares 1,716 $59K <0.01% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 608 shares; 2025Q4: 917 shares 917 $58K <0.01% +309 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: restricted; 2024Q4: 195,501 shares; 2025Q1: 96,643 shares; 2025Q2: 2,050 shares; 2025Q3: 1,846 shares; 2025Q4: 1,522 shares 1,522 $58K <0.01% -324 Timeline EIS 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: restricted; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 527 shares 527 $58K <0.01% +452 Timeline DVY 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: restricted; 2024Q4: 30,612 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 399 shares; 2025Q4: 403 shares 403 $57K <0.01% +4 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 577 shares; 2025Q2: 839 shares; 2025Q3: 817 shares; 2025Q4: 855 shares 855 $56K <0.01% +38 Timeline DNL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,991 shares; 2025Q4: 1,356 shares 1,356 $56K <0.01% -3,635 Timeline SPSB 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: restricted; 2024Q4: not reported; 2025Q1: 3,221 shares; 2025Q2: 1,602 shares; 2025Q3: 1,830 shares; 2025Q4: 1,844 shares 1,844 $56K <0.01% +14 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares 81 $55K <0.01% new Timeline SPTS 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: restricted; 2024Q4: not reported; 2025Q1: 2,214 shares; 2025Q2: 1,936 shares; 2025Q3: 1,938 shares; 2025Q4: 1,884 shares 1,884 $55K <0.01% -54 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,271 shares; 2025Q4: 2,303 shares 2,303 $55K <0.01% +32 Timeline IXP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 446 shares 446 $54K <0.01% +354 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 878 shares 878 $53K <0.01% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,616 shares; 2025Q4: 1,627 shares 1,627 $53K <0.01% +11 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 180 shares 180 $52K <0.01% +148 Timeline ICLN 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: restricted; 2024Q4: 432,009 shares; 2025Q1: 211,077 shares; 2025Q2: 10,148 shares; 2025Q3: 5,915 shares; 2025Q4: 3,034 shares 3,034 $50K <0.01% -2,881 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 981 shares; 2025Q2: 470 shares; 2025Q3: 472 shares; 2025Q4: 515 shares 515 $50K <0.01% +43 Timeline LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,861 shares; 2025Q2: 2,674 shares; 2025Q3: 2,931 shares; 2025Q4: 2,948 shares 2,948 $50K <0.01% +17 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,035 shares 1,035 $50K <0.01% -4 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 195 shares; 2025Q4: 1,160 shares 1,160 $50K <0.01% +965 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: restricted; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 673 shares; 2025Q4: 535 shares 535 $49K <0.01% -138 Timeline HYS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,937 shares; 2025Q4: 516 shares 516 $49K <0.01% -1,421 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,119 shares; 2025Q4: 2,159 shares 2,159 $49K <0.01% +40 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 363 shares; 2025Q4: 365 shares 365 $48K <0.01% +2 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,819 shares 1,819 $48K <0.01% +662 Timeline ILCG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465 shares 465 $48K <0.01% new Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 827 shares; 2025Q2: 1,044 shares; 2025Q3: 1,090 shares; 2025Q4: 1,198 shares 1,198 $48K <0.01% +108 Timeline BSCR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,394 shares; 2025Q4: 2,432 shares 2,432 $48K <0.01% +38 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,417 shares; 2025Q4: 2,454 shares 2,454 $48K <0.01% +37 Timeline IYE 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: restricted; 2024Q4: not reported; 2025Q1: 547 shares; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 987 shares 987 $47K <0.01% +796 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares 805 $47K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,382 shares; 2025Q2: 5,382 shares; 2025Q3: 5,382 shares; 2025Q4: 7,509 shares 7,509 $47K <0.01% +2,127 Timeline USRT 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: restricted; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 336 shares; 2025Q3: 608 shares; 2025Q4: 831 shares 831 $47K <0.01% +223 Timeline ZG 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: restricted; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares 689 $47K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,977 shares; 2025Q4: 2,014 shares 2,014 $47K <0.01% +37 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 920 shares 920 $47K <0.01% new Timeline BSCT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,382 shares; 2025Q4: 2,422 shares 2,422 $46K <0.01% +40 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,525 shares 1,525 $46K <0.01% new Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,294 shares; 2025Q2: 2,294 shares; 2025Q3: 2,299 shares; 2025Q4: 2,315 shares 2,315 $46K <0.01% +16 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 497 shares 497 $45K <0.01% +267 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 456 shares; 2025Q3: 475 shares; 2025Q4: 537 shares 537 $45K <0.01% +62 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares 228 $45K <0.01% 0 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,996 shares; 2025Q2: 59,592 shares; 2025Q3: 673 shares; 2025Q4: 331 shares 331 $45K <0.01% -342 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 914 shares 914 $44K <0.01% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $44K <0.01% 0 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,033 shares; 2025Q4: 5,139 shares 5,139 $44K <0.01% +106 Timeline EWN 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: restricted; 2024Q4: not reported; 2025Q1: 2,651 shares; 2025Q2: 2,292 shares; 2025Q3: 855 shares; 2025Q4: 768 shares 768 $44K <0.01% -87 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 573 shares; 2025Q2: 861 shares; 2025Q3: 921 shares; 2025Q4: 1,059 shares 1,059 $43K <0.01% +138 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 144,426 shares; 2025Q2: 412,484 shares; 2025Q3: 6,264 shares; 2025Q4: 2,907 shares 2,907 $43K <0.01% -3,357 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,069 shares; 2025Q2: 4,243 shares; 2025Q3: 3,850 shares; 2025Q4: 2,189 shares 2,189 $43K <0.01% -1,661 Timeline IUSB 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: restricted; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 894 shares; 2025Q4: 907 shares 907 $42K <0.01% +13 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 634 shares; 2025Q2: 623 shares; 2025Q3: 611 shares; 2025Q4: 586 shares 586 $42K <0.01% -25 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,142 shares; 2025Q4: 1,801 shares 1,801 $42K <0.01% +659 Timeline