DYNB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED 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: 54,514 shares 54,514 $2.17M 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,161 shares; 2025Q1: 28,619 shares; 2025Q2: 28,144 shares; 2025Q3: 27,983 shares; 2025Q4: 27,772 shares 27,772 $2.15M 0.01% -211 Timeline IEMG 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: 15,539 shares; 2025Q1: 21,499 shares; 2025Q2: 21,824 shares; 2025Q3: 24,399 shares; 2025Q4: 32,002 shares 32,002 $2.15M 0.01% +7,603 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,643 shares; 2025Q1: 17,367 shares; 2025Q2: 17,064 shares; 2025Q3: 16,708 shares; 2025Q4: 16,617 shares 16,617 $2.14M 0.01% -91 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,784 shares; 2025Q1: 16,785 shares; 2025Q2: 16,528 shares; 2025Q3: 18,136 shares; 2025Q4: 9,873 shares 9,873 $2.12M 0.01% -8,263 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,749 shares; 2025Q1: 65,383 shares; 2025Q2: 41,599 shares; 2025Q3: 49,683 shares; 2025Q4: 47,362 shares 47,362 $2.1M 0.01% -2,321 Timeline IVE 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: 3,783 shares; 2025Q1: 5,940 shares; 2025Q2: 6,721 shares; 2025Q3: 7,418 shares; 2025Q4: 9,837 shares 9,837 $2.09M 0.01% +2,419 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,341 shares; 2025Q1: 12,998 shares; 2025Q2: 12,984 shares; 2025Q3: 11,723 shares; 2025Q4: 11,661 shares 11,661 $2.08M 0.01% -62 Timeline SMMU 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: 11,219 shares; 2025Q1: 20,173 shares; 2025Q2: 26,540 shares; 2025Q3: 36,795 shares; 2025Q4: 41,290 shares 41,290 $2.08M 0.01% +4,495 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,328 shares 44,328 $2.07M 0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194,087 shares; 2025Q1: 100,267 shares; 2025Q2: 106,526 shares; 2025Q3: 105,387 shares; 2025Q4: 88,868 shares 88,868 $2.07M 0.01% -16,519 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: 12,466 shares; 2025Q1: 12,150 shares; 2025Q2: 12,282 shares; 2025Q3: 12,231 shares; 2025Q4: 12,093 shares 12,093 $2.06M 0.01% -138 Timeline DIVO 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: 36,969 shares; 2025Q1: 36,966 shares; 2025Q2: 33,655 shares; 2025Q3: 39,209 shares; 2025Q4: 46,053 shares 46,053 $2.05M 0.01% +6,844 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,652 shares; 2025Q1: 14,496 shares; 2025Q2: 14,315 shares; 2025Q3: 13,833 shares; 2025Q4: 13,588 shares 13,588 $2.05M 0.01% -245 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: 12,020 shares; 2025Q1: 14,259 shares; 2025Q2: 15,008 shares; 2025Q3: 15,671 shares; 2025Q4: 11,328 shares 11,328 $2.04M 0.01% -4,343 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,545 shares; 2025Q1: 48,215 shares; 2025Q2: 57,620 shares; 2025Q3: 53,120 shares; 2025Q4: 51,700 shares 51,700 $2.02M 0.01% -1,420 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: 25,687 shares; 2025Q1: 46,270 shares; 2025Q2: 45,112 shares; 2025Q3: 42,728 shares; 2025Q4: 43,418 shares 43,418 $2.02M 0.01% +690 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,637 shares; 2025Q1: 26,701 shares; 2025Q2: 50,952 shares; 2025Q3: 51,940 shares; 2025Q4: 50,188 shares 50,188 $2.01M 0.01% -1,752 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,880 shares; 2025Q1: 61,028 shares; 2025Q2: 72,610 shares; 2025Q3: 78,894 shares; 2025Q4: 92,981 shares 92,981 $2M 0.01% +14,087 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,100 shares; 2025Q1: 252,285 shares; 2025Q2: 248,714 shares; 2025Q3: 250,423 shares; 2025Q4: 246,620 shares 246,620 $2M 0.01% -3,803 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: 2,047 shares; 2025Q1: 2,052 shares; 2025Q2: 518 shares; 2025Q3: 76,865 shares; 2025Q4: 9,536 shares 9,536 $2M 0.01% -67,329 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,503 shares; 2025Q1: 161,179 shares; 2025Q2: 163,307 shares; 2025Q3: 71,793 shares; 2025Q4: 70,655 shares 70,655 $2M 0.01% -1,138 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 315,595 shares; 2025Q1: 22,388 shares; 2025Q2: 14,824 shares; 2025Q3: 11,225 shares; 2025Q4: 10,920 shares 10,920 $1.99M 0.01% -305 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,668 shares; 2025Q1: 11,796 shares; 2025Q2: 13,632 shares; 2025Q3: 13,216 shares; 2025Q4: 13,251 shares 13,251 $1.97M 0.01% +35 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,000 shares; 2025Q1: 53,000 shares; 2025Q2: 53,000 shares; 2025Q3: 53,460 shares; 2025Q4: 54,780 shares 54,780 $1.97M 0.01% +1,320 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 34,955 shares; 2025Q2: 44,831 shares; 2025Q3: 51,258 shares; 2025Q4: 41,663 shares 41,663 $1.96M 0.01% -9,595 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,412 shares; 2025Q4: 33,448 shares 33,448 $1.95M 0.01% +36 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,239 shares; 2025Q1: 3,562 shares; 2025Q2: 4,064 shares; 2025Q3: 5,373 shares; 2025Q4: 5,672 shares 5,672 $1.95M 0.01% +299 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,796 shares; 2025Q1: 87,889 shares; 2025Q2: 78,110 shares; 2025Q3: 73,690 shares; 2025Q4: 62,367 shares 62,367 $1.94M 0.01% -11,323 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,722 shares; 2025Q1: 154,539 shares; 2025Q2: 135,262 shares; 2025Q3: 135,262 shares; 2025Q4: 137,862 shares 137,862 $1.93M 0.01% +2,600 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,320 shares 62,320 $1.92M 0.01% new Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,666 shares; 2025Q1: 35,488 shares; 2025Q2: 35,511 shares; 2025Q3: 35,488 shares; 2025Q4: 33,110 shares 33,110 $1.91M 0.01% -2,378 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,584 shares; 2025Q1: 12,539 shares; 2025Q2: 13,776 shares; 2025Q3: 13,899 shares; 2025Q4: 12,853 shares 12,853 $1.9M 0.01% -1,046 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,510 shares; 2025Q1: 22,751 shares; 2025Q2: 22,703 shares; 2025Q3: 23,104 shares; 2025Q4: 23,554 shares 23,554 $1.9M 0.01% +450 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: 108,035 shares; 2025Q1: 109,151 shares; 2025Q2: 110,838 shares; 2025Q3: 112,515 shares; 2025Q4: 114,248 shares 114,248 $1.88M 0.01% +1,733 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,489 shares; 2025Q1: 48,584 shares; 2025Q2: 51,269 shares; 2025Q3: 49,519 shares; 2025Q4: 47,544 shares 47,544 $1.88M 0.01% -1,975 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: 38,521 shares; 2025Q1: 45,136 shares; 2025Q2: 69,943 shares; 2025Q3: 84,967 shares; 2025Q4: 28,105 shares 28,105 $1.87M 0.01% -56,862 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: 175,723 shares; 2025Q1: 149,424 shares; 2025Q2: 88,556 shares; 2025Q3: 81,956 shares; 2025Q4: 76,852 shares 76,852 $1.86M 0.01% -5,104 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: 9,932 shares; 2025Q1: 22,665 shares; 2025Q2: 24,628 shares; 2025Q3: 25,022 shares; 2025Q4: 24,830 shares 24,830 $1.86M 0.01% -192 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,793 shares; 2025Q1: 37,977 shares; 2025Q2: 22,377 shares; 2025Q3: 22,319 shares; 2025Q4: 41,291 shares 41,291 $1.85M 0.01% +18,972 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,105 shares; 2025Q1: 28,559 shares; 2025Q2: 37,788 shares; 2025Q3: 35,074 shares; 2025Q4: 36,016 shares 36,016 $1.83M 0.01% +942 Timeline FDVV 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: 6,992 shares; 2025Q1: 6,972 shares; 2025Q2: 26,292 shares; 2025Q3: 28,292 shares; 2025Q4: 32,167 shares 32,167 $1.82M 0.01% +3,875 Timeline EFV 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: 17,855 shares; 2025Q1: 21,074 shares; 2025Q2: 27,827 shares; 2025Q3: 25,866 shares; 2025Q4: 25,396 shares 25,396 $1.81M 0.01% -470 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,509 shares; 2025Q1: 6,214 shares; 2025Q2: 6,103 shares; 2025Q3: 5,724 shares; 2025Q4: 5,352 shares 5,352 $1.81M 0.01% -372 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,941 shares; 2025Q1: 2,036 shares; 2025Q2: 2,007 shares; 2025Q3: 1,779 shares; 2025Q4: 1,789 shares 1,789 $1.81M 0.01% +10 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,183 shares; 2025Q1: 37,809 shares; 2025Q2: 37,403 shares; 2025Q3: 36,241 shares; 2025Q4: 35,334 shares 35,334 $1.78M 0.01% -907 Timeline VHT 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: 3,159 shares; 2025Q1: 2,940 shares; 2025Q2: 5,624 shares; 2025Q3: 6,090 shares; 2025Q4: 6,118 shares 6,118 $1.76M 0.01% +28 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,057 shares; 2025Q2: 5,860 shares; 2025Q3: 24,342 shares; 2025Q4: 24,199 shares 24,199 $1.75M 0.01% -143 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: 22,185 shares; 2025Q1: 25,740 shares; 2025Q2: 25,904 shares; 2025Q3: 25,482 shares; 2025Q4: 26,686 shares 26,686 $1.74M 0.01% +1,204 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,204 shares; 2025Q1: 10,329 shares; 2025Q2: 10,370 shares; 2025Q3: 8,747 shares; 2025Q4: 8,681 shares 8,681 $1.73M 0.01% -66 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,893 shares; 2025Q1: 13,068 shares; 2025Q2: 13,697 shares; 2025Q3: 13,455 shares; 2025Q4: 13,894 shares 13,894 $1.72M 0.01% +439 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,186 shares; 2025Q1: 5,774 shares; 2025Q2: 5,924 shares; 2025Q3: 6,037 shares; 2025Q4: 6,239 shares 6,239 $1.72M 0.01% +202 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,913 shares; 2025Q4: 33,512 shares 33,512 $1.7M 0.01% +28,599 Timeline JMTG 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: 33,158 shares; 2025Q3: 32,531 shares; 2025Q4: 33,364 shares 33,364 $1.7M 0.01% +833 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,777 shares; 2025Q1: 20,762 shares; 2025Q2: 20,787 shares; 2025Q3: 20,806 shares; 2025Q4: 20,744 shares 20,744 $1.7M 0.01% -62 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: 2,394,375 shares; 2025Q1: 2,403,004 shares; 2025Q2: 2,345,074 shares; 2025Q3: 2,311,216 shares; 2025Q4: 76,137 shares 76,137 $1.7M 0.01% -2,235,079 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: 7,883 shares; 2025Q1: 6,344 shares; 2025Q2: 6,821 shares; 2025Q3: 8,008 shares; 2025Q4: 7,896 shares 7,896 $1.7M 0.01% -112 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,065 shares; 2025Q1: 7,125 shares; 2025Q2: 6,932 shares; 2025Q3: 6,930 shares; 2025Q4: 8,256 shares 8,256 $1.7M 0.01% +1,326 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: 13,777 shares; 2025Q1: 27,407 shares; 2025Q2: 27,222 shares; 2025Q3: 26,554 shares; 2025Q4: 26,333 shares 26,333 $1.68M 0.01% -221 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,169 shares; 2025Q1: 21,199 shares; 2025Q2: 22,692 shares; 2025Q3: 22,605 shares; 2025Q4: 23,526 shares 23,526 $1.67M 0.01% +921 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,911 shares; 2025Q2: 2,904 shares; 2025Q3: 3,078 shares; 2025Q4: 3,515 shares 3,515 $1.65M 0.01% +437 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,257 shares; 2025Q1: 11,845 shares; 2025Q2: 13,156 shares; 2025Q3: 14,822 shares; 2025Q4: 28,005 shares 28,005 $1.63M 0.01% +13,183 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,486 shares; 2025Q1: 17,949 shares; 2025Q2: 19,144 shares; 2025Q3: 19,010 shares; 2025Q4: 20,719 shares 20,719 $1.63M 0.01% +1,709 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,688 shares; 2025Q1: 1,584 shares; 2025Q2: 2,751 shares; 2025Q3: 11,689 shares; 2025Q4: 9,005 shares 9,005 $1.63M 0.01% -2,684 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,441 shares; 2025Q1: 5,333 shares; 2025Q2: 5,688 shares; 2025Q3: 5,632 shares; 2025Q4: 5,618 shares 5,618 $1.61M 0.01% -14 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,995 shares; 2025Q1: 4,030 shares; 2025Q2: 4,460 shares; 2025Q3: 4,705 shares; 2025Q4: 5,533 shares 5,533 $1.6M 0.01% +828 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,073 shares; 2025Q3: 9,988 shares; 2025Q4: 11,539 shares 11,539 $1.59M 0.01% +1,551 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,826 shares; 2025Q1: 26,826 shares; 2025Q2: 26,826 shares; 2025Q3: 26,826 shares; 2025Q4: 26,826 shares 26,826 $1.59M 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,999 shares; 2025Q1: 48,345 shares; 2025Q2: 41,295 shares; 2025Q3: 43,180 shares; 2025Q4: 42,947 shares 42,947 $1.58M 0.01% -233 Timeline PKB 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: 16,667 shares; 2025Q1: 16,744 shares; 2025Q2: 17,265 shares; 2025Q3: 17,241 shares; 2025Q4: 17,094 shares 17,094 $1.58M 0.01% -147 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,313 shares; 2025Q1: 11,408 shares; 2025Q2: 10,447 shares; 2025Q3: 10,684 shares; 2025Q4: 13,994 shares 13,994 $1.58M 0.01% +3,310 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,117 shares; 2025Q1: 15,549 shares; 2025Q2: 16,029 shares; 2025Q3: 15,515 shares; 2025Q4: 15,302 shares 15,302 $1.57M 0.01% -213 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: 22,892 shares; 2025Q1: 70,088 shares; 2025Q2: 69,638 shares; 2025Q3: 73,384 shares; 2025Q4: 66,073 shares 66,073 $1.57M 0.01% -7,311 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: 31,267 shares; 2025Q1: 18,054 shares; 2025Q2: 18,055 shares; 2025Q3: 16,436 shares; 2025Q4: 15,036 shares 15,036 $1.56M 0.01% -1,400 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,046 shares; 2025Q1: 3,022 shares; 2025Q2: 3,967 shares; 2025Q3: 4,546 shares; 2025Q4: 5,263 shares 5,263 $1.54M 0.01% +717 Timeline EPU 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: 21,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,650 shares; 2025Q4: 21,235 shares 21,235 $1.54M 0.01% -415 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,052 shares; 2025Q1: 9,928 shares; 2025Q2: 10,281 shares; 2025Q3: 11,528 shares; 2025Q4: 13,217 shares 13,217 $1.53M 0.01% +1,689 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,663 shares; 2025Q1: 21,355 shares; 2025Q2: 23,832 shares; 2025Q3: 19,419 shares; 2025Q4: 22,366 shares 22,366 $1.53M 0.01% +2,947 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: 7,574 shares; 2025Q1: 7,738 shares; 2025Q2: 7,895 shares; 2025Q3: 8,452 shares; 2025Q4: 8,333 shares 8,333 $1.52M 0.01% -119 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,009 shares; 2025Q1: 25,089 shares; 2025Q2: 25,608 shares; 2025Q3: 29,788 shares; 2025Q4: 30,043 shares 30,043 $1.52M 0.01% +255 Timeline IBDT 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: 59,455 shares; 2025Q2: 59,455 shares; 2025Q3: 59,455 shares; 2025Q4: 59,455 shares 59,455 $1.51M 0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,381 shares; 2025Q1: 54,376 shares; 2025Q2: 43,115 shares; 2025Q3: 50,083 shares; 2025Q4: 45,557 shares 45,557 $1.51M 0.01% -4,526 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,802 shares; 2025Q1: 5,693 shares; 2025Q2: 5,434 shares; 2025Q3: 5,519 shares; 2025Q4: 5,561 shares 5,561 $1.5M 0.01% +42 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,136 shares; 2025Q1: 5,082 shares; 2025Q2: 4,630 shares; 2025Q3: 5,145 shares; 2025Q4: 7,076 shares 7,076 $1.49M 0.01% +1,931 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,004 shares; 2025Q1: 17,348 shares; 2025Q2: 18,035 shares; 2025Q3: 21,819 shares; 2025Q4: 24,398 shares 24,398 $1.48M 0.01% +2,579 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: 14,842 shares; 2025Q1: 12,129 shares; 2025Q2: 14,426 shares; 2025Q3: 14,670 shares; 2025Q4: 14,349 shares 14,349 $1.48M 0.01% -321 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,203 shares; 2025Q1: 32,261 shares; 2025Q2: 33,996 shares; 2025Q3: 37,268 shares; 2025Q4: 38,584 shares 38,584 $1.48M 0.01% +1,316 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 246,371 shares; 2025Q1: 21,519 shares; 2025Q2: 22,425 shares; 2025Q3: 22,425 shares; 2025Q4: 22,697 shares 22,697 $1.47M 0.01% +272 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 7,150 shares; 2025Q2: 13,771 shares; 2025Q3: 20,317 shares; 2025Q4: 28,417 shares 28,417 $1.46M 0.01% +8,100 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,194 shares; 2025Q1: 1,519 shares; 2025Q2: 1,813 shares; 2025Q3: 2,514 shares; 2025Q4: 2,639 shares 2,639 $1.45M 0.01% +125 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,667 shares; 2025Q1: 180,822 shares; 2025Q2: 178,243 shares; 2025Q3: 171,906 shares; 2025Q4: 167,233 shares 167,233 $1.45M 0.01% -4,673 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: 18,452 shares; 2025Q1: 19,932 shares; 2025Q2: 18,863 shares; 2025Q3: 18,619 shares; 2025Q4: 60,771 shares 60,771 $1.44M 0.01% +42,152 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: 20,218 shares; 2025Q1: 20,218 shares; 2025Q2: 20,208 shares; 2025Q3: 20,208 shares; 2025Q4: 12,209 shares 12,209 $1.43M 0.01% -7,999 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,022 shares; 2025Q1: 36,722 shares; 2025Q2: 37,022 shares; 2025Q3: 38,022 shares; 2025Q4: 37,022 shares 37,022 $1.42M 0.01% -1,000 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,809 shares; 2025Q1: 25,172 shares; 2025Q2: 19,557 shares; 2025Q3: 19,204 shares; 2025Q4: 18,839 shares 18,839 $1.42M 0.01% -365 Timeline IBDS 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: 56,082 shares; 2025Q2: 56,082 shares; 2025Q3: 58,149 shares; 2025Q4: 58,174 shares 58,174 $1.41M 0.01% +25 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,932 shares; 2025Q3: 7,391 shares; 2025Q4: 19,747 shares 19,747 $1.41M 0.01% +12,356 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,624 shares; 2025Q1: 6,669 shares; 2025Q2: 6,637 shares; 2025Q3: 6,600 shares; 2025Q4: 6,853 shares 6,853 $1.41M 0.01% +253 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: 2,604 shares; 2025Q1: 2,580 shares; 2025Q2: 3,781 shares; 2025Q3: 4,832 shares; 2025Q4: 6,376 shares 6,376 $1.4M 0.01% +1,544 Timeline CORP 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: 12,194 shares; 2025Q1: 14,002 shares; 2025Q2: 16,191 shares; 2025Q3: 13,556 shares; 2025Q4: 14,290 shares 14,290 $1.4M 0.01% +734 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,829 shares; 2025Q1: 13,657 shares; 2025Q2: 13,608 shares; 2025Q3: 14,940 shares; 2025Q4: 14,612 shares 14,612 $1.39M 0.01% -328 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,150 shares; 2025Q1: 31,679 shares; 2025Q2: 33,826 shares; 2025Q3: 33,496 shares; 2025Q4: 44,761 shares 44,761 $1.38M 0.01% +11,265 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: 23,972 shares; 2025Q1: 24,492 shares; 2025Q2: 23,439 shares; 2025Q3: 23,740 shares; 2025Q4: 23,437 shares 23,437 $1.37M 0.01% -303 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,756 shares; 2025Q1: 7,300 shares; 2025Q2: 8,547 shares; 2025Q3: 8,675 shares; 2025Q4: 7,627 shares 7,627 $1.37M 0.01% -1,048 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: 12,035 shares; 2025Q1: 10,297 shares; 2025Q2: 9,186 shares; 2025Q3: 8,575 shares; 2025Q4: 6,154 shares 6,154 $1.37M 0.01% -2,421 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,527 shares; 2025Q1: 7,613 shares; 2025Q2: 7,541 shares; 2025Q3: 6,178 shares; 2025Q4: 7,115 shares 7,115 $1.37M 0.01% +937 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,000 shares; 2025Q1: 135,250 shares; 2025Q2: 157,550 shares; 2025Q3: 136,050 shares; 2025Q4: 123,800 shares 123,800 $1.37M 0.01% -12,250 Timeline EPOL 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: 44,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,862 shares; 2025Q4: 38,686 shares 38,686 $1.36M 0.01% -176 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,297 shares; 2025Q2: 14,863 shares; 2025Q3: 15,288 shares; 2025Q4: 16,399 shares 16,399 $1.36M 0.01% +1,111 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: 38,603 shares; 2025Q1: 38,603 shares; 2025Q2: 45,603 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares 45,000 $1.36M 0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,282 shares; 2025Q4: 31,053 shares 31,053 $1.36M 0.01% +20,771 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,818 shares; 2025Q1: 122,665 shares; 2025Q2: 19,620 shares; 2025Q3: 6,660 shares; 2025Q4: 6,560 shares 6,560 $1.35M 0.01% -100 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,672 shares; 2025Q1: 4,775 shares; 2025Q2: 5,957 shares; 2025Q3: 6,615 shares; 2025Q4: 7,276 shares 7,276 $1.35M 0.01% +661 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: 1,785 shares; 2025Q1: 2,058 shares; 2025Q2: 1,354 shares; 2025Q3: 1,800 shares; 2025Q4: 2,004 shares 2,004 $1.35M 0.01% +204 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: 17,611 shares; 2025Q1: 20,396 shares; 2025Q2: 22,915 shares; 2025Q3: 21,603 shares; 2025Q4: 19,171 shares 19,171 $1.34M 0.01% -2,432 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,524 shares; 2025Q1: 15,464 shares; 2025Q2: 20,728 shares; 2025Q3: 22,611 shares; 2025Q4: 21,469 shares 21,469 $1.32M 0.01% -1,142 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: 12,101 shares; 2025Q1: 12,319 shares; 2025Q2: 12,091 shares; 2025Q3: 9,909 shares; 2025Q4: 5,178 shares 5,178 $1.32M 0.01% -4,731 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,968 shares; 2025Q1: 11,121 shares; 2025Q2: 11,114 shares; 2025Q3: 10,788 shares; 2025Q4: 10,587 shares 10,587 $1.32M 0.01% -201 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,983 shares; 2025Q1: 15,299 shares; 2025Q2: 11,146 shares; 2025Q3: 11,822 shares; 2025Q4: 12,856 shares 12,856 $1.32M 0.01% +1,034 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,912 shares; 2025Q1: 12,615 shares; 2025Q2: 40,207 shares; 2025Q3: 35,474 shares; 2025Q4: 36,783 shares 36,783 $1.3M 0.01% +1,309 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,499 shares; 2025Q1: 4,292 shares; 2025Q2: 4,272 shares; 2025Q3: 4,302 shares; 2025Q4: 4,300 shares 4,300 $1.3M 0.01% -2 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,721 shares; 2025Q1: 6,040 shares; 2025Q2: 8,931 shares; 2025Q3: 8,227 shares; 2025Q4: 10,257 shares 10,257 $1.29M 0.01% +2,030 Timeline XBI 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: not reported; 2025Q4: 10,536 shares 10,536 $1.28M 0.01% new Timeline IBDR 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: 52,676 shares; 2025Q2: 52,676 shares; 2025Q3: 52,676 shares; 2025Q4: 52,696 shares 52,696 $1.28M 0.01% +20 Timeline FXU 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: 20,038 shares; 2025Q2: 27,376 shares; 2025Q3: 27,482 shares; 2025Q4: 28,343 shares 28,343 $1.28M 0.01% +861 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,698 shares; 2025Q1: 26,613 shares; 2025Q2: 26,924 shares; 2025Q3: 46,822 shares; 2025Q4: 46,178 shares 46,178 $1.27M 0.01% -644 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: 21,861 shares; 2025Q1: 22,061 shares; 2025Q2: 22,006 shares; 2025Q3: 22,306 shares; 2025Q4: 20,079 shares 20,079 $1.26M 0.01% -2,227 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,263 shares; 2025Q1: 20,994 shares; 2025Q2: 26,027 shares; 2025Q3: 22,113 shares; 2025Q4: 21,140 shares 21,140 $1.26M 0.01% -973 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,096 shares; 2025Q1: 122,901 shares; 2025Q2: 120,826 shares; 2025Q3: 122,512 shares; 2025Q4: 125,573 shares 125,573 $1.25M 0.01% +3,061 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: 12,605 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,600 shares; 2025Q4: 11,390 shares 11,390 $1.25M 0.01% -210 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,331 shares; 2025Q1: 15,531 shares; 2025Q2: 13,381 shares; 2025Q3: 12,639 shares; 2025Q4: 13,679 shares 13,679 $1.25M 0.01% +1,040 Timeline GSST 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: 9,908 shares; 2025Q1: 13,447 shares; 2025Q2: 15,418 shares; 2025Q3: 21,645 shares; 2025Q4: 24,645 shares 24,645 $1.24M 0.01% +3,000 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: 16,474 shares; 2025Q1: 16,022 shares; 2025Q2: 15,737 shares; 2025Q3: 15,206 shares; 2025Q4: 15,614 shares 15,614 $1.24M 0.01% +408 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: 22,086 shares; 2025Q1: 20,564 shares; 2025Q2: 16,964 shares; 2025Q3: 15,030 shares; 2025Q4: 12,588 shares 12,588 $1.23M 0.01% -2,442 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,173 shares; 2025Q1: 12,722 shares; 2025Q2: 12,497 shares; 2025Q3: 14,065 shares; 2025Q4: 14,067 shares 14,067 $1.23M 0.01% +2 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,139 shares; 2025Q1: 9,056 shares; 2025Q2: 8,951 shares; 2025Q3: 8,626 shares; 2025Q4: 8,488 shares 8,488 $1.22M 0.01% -138 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,444 shares; 2025Q1: 20,675 shares; 2025Q2: 21,458 shares; 2025Q3: 23,604 shares; 2025Q4: 30,218 shares 30,218 $1.22M 0.01% +6,614 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: 11,012 shares; 2025Q1: 11,047 shares; 2025Q2: 11,011 shares; 2025Q3: 12,065 shares; 2025Q4: 11,007 shares 11,007 $1.21M 0.01% -1,058 Timeline SUSB 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: 43,115 shares; 2025Q1: 43,575 shares; 2025Q2: 46,641 shares; 2025Q3: 46,641 shares; 2025Q4: 47,900 shares 47,900 $1.21M 0.01% +1,259 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,976 shares 27,976 $1.2M 0.01% new 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: 18,377 shares; 2025Q1: 10,407 shares; 2025Q2: 9,673 shares; 2025Q3: 10,768 shares; 2025Q4: 13,355 shares 13,355 $1.2M 0.01% +2,587 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: 14,216 shares; 2025Q2: 78,381 shares; 2025Q3: 76,389 shares; 2025Q4: 83,764 shares 83,764 $1.2M 0.01% +7,375 Timeline EWI 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: 25,975 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,050 shares; 2025Q4: 21,620 shares 21,620 $1.17M 0.01% -430 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,473 shares; 2025Q1: 43,264 shares; 2025Q2: 42,763 shares; 2025Q3: 41,147 shares; 2025Q4: 38,815 shares 38,815 $1.16M 0.01% -2,332 Timeline EWY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,870 shares 11,870 $1.15M 0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,384 shares; 2025Q1: 17,220 shares; 2025Q2: 18,197 shares; 2025Q3: 18,379 shares; 2025Q4: 29,424 shares 29,424 $1.15M 0.01% +11,045 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,891 shares; 2025Q1: 9,756 shares; 2025Q2: 12,198 shares; 2025Q3: 14,454 shares; 2025Q4: 24,250 shares 24,250 $1.15M 0.01% +9,796 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: 295,967 shares; 2025Q1: 280,776 shares; 2025Q2: 188,031 shares; 2025Q3: 149,471 shares; 2025Q4: 56,737 shares 56,737 $1.15M 0.01% -92,734 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,703 shares; 2025Q1: 51,997 shares; 2025Q2: 55,529 shares; 2025Q3: 55,032 shares; 2025Q4: 54,396 shares 54,396 $1.15M 0.01% -636 Timeline IDV 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: 34,994 shares; 2025Q1: 19,432 shares; 2025Q2: 24,340 shares; 2025Q3: 26,750 shares; 2025Q4: 28,944 shares 28,944 $1.14M 0.01% +2,194 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,319 shares; 2025Q1: 6,268 shares; 2025Q2: 6,201 shares; 2025Q3: 5,974 shares; 2025Q4: 5,792 shares 5,792 $1.14M 0.01% -182 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: 12,258 shares; 2025Q1: 207,655 shares; 2025Q2: 221,377 shares; 2025Q3: 10,363 shares; 2025Q4: 8,232 shares 8,232 $1.14M 0.01% -2,131 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 7,121 shares; 2025Q3: 6,098 shares; 2025Q4: 6,121 shares 6,121 $1.13M 0.01% +23 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,298 shares; 2025Q1: 14,597 shares; 2025Q2: 17,412 shares; 2025Q3: 15,458 shares; 2025Q4: 16,313 shares 16,313 $1.13M 0.01% +855 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,922 shares; 2025Q1: 5,095 shares; 2025Q2: 5,302 shares; 2025Q3: 5,501 shares; 2025Q4: 5,675 shares 5,675 $1.11M 0.01% +174 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,347 shares; 2025Q1: 16,347 shares; 2025Q2: 16,347 shares; 2025Q3: 16,347 shares; 2025Q4: 16,347 shares 16,347 $1.1M 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,874 shares; 2025Q1: 5,251 shares; 2025Q2: 8,160 shares; 2025Q3: 8,894 shares; 2025Q4: 14,338 shares 14,338 $1.1M 0.01% +5,444 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: 83,042 shares; 2025Q1: 83,042 shares; 2025Q2: 80,106 shares; 2025Q3: 97,506 shares; 2025Q4: 94,516 shares 94,516 $1.1M 0.01% -2,990 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS 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: 17,876 shares; 2025Q3: 16,198 shares; 2025Q4: 16,833 shares 16,833 $1.09M 0.01% +635 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,370 shares; 2025Q1: 9,720 shares; 2025Q2: 9,516 shares; 2025Q3: 9,140 shares; 2025Q4: 10,204 shares 10,204 $1.09M 0.01% +1,064 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 2,622 shares; 2025Q3: 2,617 shares; 2025Q4: 2,617 shares 2,617 $1.09M 0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,181 shares; 2025Q1: 11,249 shares; 2025Q2: 11,860 shares; 2025Q3: 14,643 shares; 2025Q4: 23,722 shares 23,722 $1.09M 0.01% +9,079 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: 58,528 shares; 2025Q1: 22,524 shares; 2025Q2: 18,775 shares; 2025Q3: 18,968 shares; 2025Q4: 20,264 shares 20,264 $1.07M 0.01% +1,296 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,619 shares; 2025Q1: 20,534 shares; 2025Q2: 27,452 shares; 2025Q3: 29,107 shares; 2025Q4: 30,452 shares 30,452 $1.07M 0.01% +1,345 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,303 shares; 2025Q1: 14,548 shares; 2025Q2: 14,764 shares; 2025Q3: 14,626 shares; 2025Q4: 37,420 shares 37,420 $1.07M 0.01% +22,794 Timeline TLH 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: 2,448 shares; 2025Q1: 7,282 shares; 2025Q2: 9,231 shares; 2025Q3: 10,587 shares; 2025Q4: 10,504 shares 10,504 $1.07M 0.01% -83 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: 3,122 shares; 2025Q1: 3,136 shares; 2025Q2: 2,821 shares; 2025Q3: 2,824 shares; 2025Q4: 2,856 shares 2,856 $1.07M 0.01% +32 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: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,575 shares; 2025Q4: 1,737 shares 1,737 $1.06M 0.01% +162 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: 2,408 shares; 2025Q1: 2,480 shares; 2025Q2: 9,030 shares; 2025Q3: 7,174 shares; 2025Q4: 6,944 shares 6,944 $1.06M 0.01% -230 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,450 shares; 2025Q1: 1,343 shares; 2025Q2: 1,169 shares; 2025Q3: 1,220 shares; 2025Q4: 1,253 shares 1,253 $1.05M 0.01% +33 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,512 shares; 2025Q2: 10,963 shares; 2025Q3: 14,956 shares; 2025Q4: 17,709 shares 17,709 $1.04M 0.01% +2,753 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 8,400 shares; 2025Q3: 8,750 shares; 2025Q4: 32,527 shares 32,527 $1.03M 0.01% +23,777 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,725 shares; 2025Q1: 15,675 shares; 2025Q2: 15,875 shares; 2025Q3: 15,875 shares; 2025Q4: 14,300 shares 14,300 $1.03M 0.01% -1,575 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: 3,043 shares; 2025Q1: 5,580 shares; 2025Q2: 8,385 shares; 2025Q3: 8,717 shares; 2025Q4: 8,136 shares 8,136 $1.02M 0.01% -581 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,381 shares; 2025Q1: 43,618 shares; 2025Q2: 43,150 shares; 2025Q3: 39,713 shares; 2025Q4: 35,141 shares 35,141 $1.02M 0.01% -4,572 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,588 shares; 2025Q1: 13,759 shares; 2025Q2: 13,885 shares; 2025Q3: 11,790 shares; 2025Q4: 10,705 shares 10,705 $1.02M 0.01% -1,085 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,186 shares; 2025Q1: 12,411 shares; 2025Q2: 13,021 shares; 2025Q3: 13,021 shares; 2025Q4: 12,411 shares 12,411 $1.01M 0.01% -610 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,158 shares; 2025Q1: 19,759 shares; 2025Q2: 19,761 shares; 2025Q3: 19,763 shares; 2025Q4: 19,765 shares 19,765 $1M 0.01% +2 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: 11,140 shares; 2025Q1: 11,540 shares; 2025Q2: 14,928 shares; 2025Q3: 13,520 shares; 2025Q4: 19,566 shares 19,566 $1M 0.01% +6,046 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,450 shares; 2025Q1: 72,891 shares; 2025Q2: 79,391 shares; 2025Q3: 79,647 shares; 2025Q4: 91,737 shares 91,737 $1000K 0.01% +12,090 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: 14,138 shares; 2025Q1: 14,733 shares; 2025Q2: 15,474 shares; 2025Q3: 15,916 shares; 2025Q4: 16,552 shares 16,552 $993K 0.01% +636 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,320 shares; 2025Q1: 14,965 shares; 2025Q2: 15,997 shares; 2025Q3: 16,397 shares; 2025Q4: 19,923 shares 19,923 $993K 0.01% +3,526 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,443 shares; 2025Q1: 12,086 shares; 2025Q2: 12,054 shares; 2025Q3: 15,348 shares; 2025Q4: 18,719 shares 18,719 $988K 0.01% +3,371 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: 52,085 shares; 2025Q1: 48,187 shares; 2025Q2: 47,717 shares; 2025Q3: 38,107 shares; 2025Q4: 37,414 shares 37,414 $980K 0.01% -693 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,732 shares; 2025Q1: 8,060 shares; 2025Q2: 8,714 shares; 2025Q3: 11,854 shares; 2025Q4: 11,409 shares 11,409 $976K 0.01% -445 Timeline DWM 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: 15,231 shares; 2025Q1: 15,231 shares; 2025Q2: 14,414 shares; 2025Q3: 14,901 shares; 2025Q4: 14,180 shares 14,180 $975K 0.01% -721 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: 9,597 shares; 2025Q1: 9,473 shares; 2025Q2: 9,960 shares; 2025Q3: 9,785 shares; 2025Q4: 9,847 shares 9,847 $973K 0.01% +62 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,519 shares; 2025Q1: 18,816 shares; 2025Q2: 18,506 shares; 2025Q3: 19,519 shares; 2025Q4: 20,259 shares 20,259 $972K 0.01% +740 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,516 shares; 2025Q2: 9,878 shares; 2025Q3: 9,852 shares; 2025Q4: 26,129 shares 26,129 $969K 0.01% +16,277 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,285 shares; 2025Q1: 2,486 shares; 2025Q2: 3,143 shares; 2025Q3: 3,854 shares; 2025Q4: 3,830 shares 3,830 $969K 0.01% -24 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,310 shares; 2025Q1: 57,247 shares; 2025Q2: 53,497 shares; 2025Q3: 53,386 shares; 2025Q4: 53,386 shares 53,386 $963K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,504 shares; 2025Q1: 7,956 shares; 2025Q2: 8,601 shares; 2025Q3: 12,076 shares; 2025Q4: 12,266 shares 12,266 $961K 0.01% +190 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,397 shares; 2025Q4: 18,592 shares 18,592 $961K 0.01% +5,195 Timeline BIOMARIN PHARMACEUTICAL INC BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $960K 0.01% 0 GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,730 shares; 2025Q1: 14,876 shares; 2025Q2: 13,983 shares; 2025Q3: 13,757 shares; 2025Q4: 11,664 shares 11,664 $957K 0.01% -2,093 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: 3,989 shares; 2025Q1: 3,720 shares; 2025Q2: 3,901 shares; 2025Q3: 3,914 shares; 2025Q4: 3,811 shares 3,811 $956K 0.01% -103 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: 43,218 shares; 2025Q1: 40,187 shares; 2025Q2: 29,735 shares; 2025Q3: 28,906 shares; 2025Q4: 26,043 shares 26,043 $954K 0.01% -2,863 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,585 shares; 2025Q1: 5,070 shares; 2025Q2: 5,929 shares; 2025Q3: 6,215 shares; 2025Q4: 5,900 shares 5,900 $954K 0.01% -315 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 5,495 shares; 2025Q3: 16,303 shares; 2025Q4: 18,583 shares 18,583 $950K 0.01% +2,280 Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39,776 shares; 2025Q2: 80,525 shares; 2025Q3: 115,048 shares; 2025Q4: 90,805 shares 90,805 $950K 0.01% -24,243 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,653 shares; 2025Q1: 45,042 shares; 2025Q2: 44,497 shares; 2025Q3: 36,225 shares; 2025Q4: 34,695 shares 34,695 $950K 0.01% -1,530 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,297 shares; 2025Q1: not reported; 2025Q2: 60,442 shares; 2025Q3: 61,113 shares; 2025Q4: 39,453 shares 39,453 $948K 0.01% -21,660 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: 11,390 shares; 2025Q1: 11,390 shares; 2025Q2: 11,095 shares; 2025Q3: 11,095 shares; 2025Q4: 11,372 shares 11,372 $938K 0.01% +277 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: 10,399 shares; 2025Q1: 10,307 shares; 2025Q2: 9,754 shares; 2025Q3: 10,845 shares; 2025Q4: 9,289 shares 9,289 $937K 0.01% -1,556 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: 34,925 shares; 2025Q1: 24,575 shares; 2025Q2: 25,474 shares; 2025Q3: 18,085 shares; 2025Q4: 18,474 shares 18,474 $933K 0.01% +389 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238,675 shares; 2025Q1: 244,470 shares; 2025Q2: 263,925 shares; 2025Q3: 242,425 shares; 2025Q4: 228,975 shares 228,975 $932K 0.01% -13,450 Timeline TDIV 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: 10,056 shares; 2025Q1: 9,907 shares; 2025Q2: 9,795 shares; 2025Q3: 10,357 shares; 2025Q4: 9,595 shares 9,595 $929K 0.01% -762 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,343 shares; 2025Q1: 6,497 shares; 2025Q2: 6,422 shares; 2025Q3: 6,623 shares; 2025Q4: 6,581 shares 6,581 $929K 0.01% -42 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM 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: 16,766 shares; 2025Q2: 17,073 shares; 2025Q3: 28,714 shares; 2025Q4: 38,164 shares 38,164 $929K 0.01% +9,450 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: 15,192 shares; 2025Q1: 14,043 shares; 2025Q2: 14,004 shares; 2025Q3: 16,479 shares; 2025Q4: 16,954 shares 16,954 $928K 0.01% +475 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: 3,257 shares; 2025Q3: 2,705 shares; 2025Q4: 11,079 shares 11,079 $926K 0.01% +8,374 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,596 shares; 2025Q1: 46,547 shares; 2025Q2: 40,973 shares; 2025Q3: 41,112 shares; 2025Q4: 36,237 shares 36,237 $922K <0.01% -4,875 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,528 shares 1,528 $922K <0.01% +267 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: 4,465 shares; 2025Q1: 4,482 shares; 2025Q2: 6,485 shares; 2025Q3: 6,539 shares; 2025Q4: 6,446 shares 6,446 $909K <0.01% -93 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: 2,430 shares; 2025Q1: 9,639 shares; 2025Q2: 7,518 shares; 2025Q3: 3,898 shares; 2025Q4: 4,898 shares 4,898 $907K <0.01% +1,000 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 291 shares; 2025Q4: 267 shares 267 $906K <0.01% -24 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 86,046 shares; 2025Q3: 6,600 shares; 2025Q4: 4,850 shares 4,850 $904K <0.01% -1,750 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,366 shares; 2025Q1: 11,973 shares; 2025Q2: 12,731 shares; 2025Q3: 13,525 shares; 2025Q4: 15,235 shares 15,235 $901K <0.01% +1,710 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,000 shares; 2025Q1: 69,000 shares; 2025Q2: 109,000 shares; 2025Q3: 104,000 shares; 2025Q4: 107,000 shares 107,000 $898K <0.01% +3,000 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: 19,597 shares; 2025Q1: 19,443 shares; 2025Q2: 20,579 shares; 2025Q3: 15,054 shares; 2025Q4: 18,870 shares 18,870 $894K <0.01% +3,816 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: 7,596 shares; 2025Q1: 9,185 shares; 2025Q2: 8,953 shares; 2025Q3: 8,784 shares; 2025Q4: 8,688 shares 8,688 $889K <0.01% -96 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,112 shares; 2025Q1: 20,112 shares; 2025Q2: 20,112 shares; 2025Q3: 24,207 shares; 2025Q4: 25,485 shares 25,485 $889K <0.01% +1,278 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,125 shares; 2025Q1: 4,383 shares; 2025Q2: 5,918 shares; 2025Q3: 6,287 shares; 2025Q4: 6,469 shares 6,469 $886K <0.01% +182 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 40,475 shares 40,475 $876K <0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,300 shares; 2025Q1: 28,204 shares; 2025Q2: 34,276 shares; 2025Q3: 19,536 shares; 2025Q4: 19,597 shares 19,597 $873K <0.01% +61 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,754 shares; 2025Q1: 93,868 shares; 2025Q2: 94,273 shares; 2025Q3: 93,123 shares; 2025Q4: 54,922 shares 54,922 $871K <0.01% -38,201 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: 16,034 shares; 2025Q1: 17,870 shares; 2025Q2: 18,423 shares; 2025Q3: 16,909 shares; 2025Q4: 17,256 shares 17,256 $863K <0.01% +347 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,762 shares; 2025Q1: 1,918 shares; 2025Q2: 2,075 shares; 2025Q3: 2,166 shares; 2025Q4: 2,411 shares 2,411 $861K <0.01% +245 Timeline USMV 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: 4,071 shares; 2025Q1: 4,395 shares; 2025Q2: 9,560 shares; 2025Q3: 9,139 shares; 2025Q4: 9,145 shares 9,145 $861K <0.01% +6 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,574 shares; 2025Q1: 62,085 shares; 2025Q2: 61,338 shares; 2025Q3: 49,510 shares; 2025Q4: 46,704 shares 46,704 $851K <0.01% -2,806 Timeline AIR AAR CORP More: the full row for AAR 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: 6,845 shares; 2025Q4: 10,256 shares 10,256 $849K <0.01% +3,411 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: 15,299 shares; 2025Q1: 17,465 shares; 2025Q2: 18,760 shares; 2025Q3: 18,719 shares; 2025Q4: 19,630 shares 19,630 $849K <0.01% +911 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,970 shares; 2025Q1: 7,874 shares; 2025Q2: 16,426 shares; 2025Q3: 13,428 shares; 2025Q4: 12,770 shares 12,770 $849K <0.01% -658 Timeline FEZ 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: 3,390 shares; 2025Q4: 13,172 shares 13,172 $848K <0.01% +9,782 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,567 shares; 2025Q1: 12,332 shares; 2025Q2: 12,267 shares; 2025Q3: 7,085 shares; 2025Q4: 7,397 shares 7,397 $842K <0.01% +312 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 25,798 shares 25,798 $838K <0.01% new Timeline EAGG 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: 17,435 shares; 2025Q1: 17,604 shares; 2025Q2: 17,073 shares; 2025Q3: 17,073 shares; 2025Q4: 17,502 shares 17,502 $837K <0.01% +429 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,637 shares; 2025Q1: 2,640 shares; 2025Q2: 2,657 shares; 2025Q3: 2,251 shares; 2025Q4: 1,880 shares 1,880 $837K <0.01% -371 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,774 shares; 2025Q1: 2,274 shares; 2025Q2: 5,963 shares; 2025Q3: 6,300 shares; 2025Q4: 6,269 shares 6,269 $837K <0.01% -31 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,877 shares; 2025Q1: 28,643 shares; 2025Q2: 28,323 shares; 2025Q3: 27,300 shares; 2025Q4: 26,201 shares 26,201 $836K <0.01% -1,099 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: 37,552 shares; 2025Q1: 8,880 shares; 2025Q2: 4,629 shares; 2025Q3: 4,756 shares; 2025Q4: 4,638 shares 4,638 $832K <0.01% -118 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: 6,001 shares; 2025Q1: 6,006 shares; 2025Q2: 6,733 shares; 2025Q3: 6,862 shares; 2025Q4: 19,074 shares 19,074 $831K <0.01% +12,212 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,653 shares; 2025Q3: 11,653 shares; 2025Q4: 15,612 shares 15,612 $830K <0.01% +3,959 Timeline SCHY 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,793 shares 27,793 $829K <0.01% new Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,827 shares; 2025Q1: 25,226 shares; 2025Q2: 25,230 shares; 2025Q3: 25,235 shares; 2025Q4: 25,240 shares 25,240 $826K <0.01% +5 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,202 shares; 2025Q1: 19,137 shares; 2025Q2: 18,645 shares; 2025Q3: 18,977 shares; 2025Q4: 27,833 shares 27,833 $822K <0.01% +8,856 Timeline SHYD 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: 26,999 shares; 2025Q1: 29,552 shares; 2025Q2: 33,278 shares; 2025Q3: 34,055 shares; 2025Q4: 35,880 shares 35,880 $822K <0.01% +1,825 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: 31,165 shares; 2025Q1: 27,834 shares; 2025Q2: 23,722 shares; 2025Q3: 23,241 shares; 2025Q4: 22,363 shares 22,363 $820K <0.01% -878 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,536 shares; 2025Q1: 8,715 shares; 2025Q2: 8,830 shares; 2025Q3: 10,033 shares; 2025Q4: 10,299 shares 10,299 $818K <0.01% +266 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,486 shares; 2025Q1: 6,709 shares; 2025Q2: 7,323 shares; 2025Q3: 8,111 shares; 2025Q4: 8,588 shares 8,588 $818K <0.01% +477 Timeline AFDM 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: 9,687 shares; 2025Q1: 9,664 shares; 2025Q2: 10,190 shares; 2025Q3: 10,190 shares; 2025Q4: 10,143 shares 10,143 $817K <0.01% -47 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,175 shares; 2025Q1: 11,275 shares; 2025Q2: 11,475 shares; 2025Q3: 11,075 shares; 2025Q4: 10,458 shares 10,458 $816K <0.01% -617 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,482 shares; 2025Q1: 4,913 shares; 2025Q2: 1,576 shares; 2025Q3: 1,668 shares; 2025Q4: 2,253 shares 2,253 $811K <0.01% +585 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 304 shares; 2025Q3: 316 shares; 2025Q4: 370 shares 370 $794K <0.01% +54 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: 21,630 shares; 2025Q1: 31,998 shares; 2025Q2: 32,295 shares; 2025Q3: 33,537 shares; 2025Q4: 27,059 shares 27,059 $792K <0.01% -6,478 Timeline NIXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,560 shares; 2025Q1: 31,160 shares; 2025Q2: 31,160 shares; 2025Q3: 31,160 shares; 2025Q4: 29,860 shares 29,860 $789K <0.01% -1,300 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,774 shares; 2025Q1: 6,703 shares; 2025Q2: 8,053 shares; 2025Q3: 7,809 shares; 2025Q4: 7,912 shares 7,912 $787K <0.01% +103 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: 72,403 shares; 2025Q1: 66,682 shares; 2025Q2: 61,426 shares; 2025Q3: 58,388 shares; 2025Q4: 11,701 shares 11,701 $787K <0.01% -46,687 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,466 shares; 2025Q1: 9,670 shares; 2025Q2: 9,855 shares; 2025Q3: 9,371 shares; 2025Q4: 9,479 shares 9,479 $787K <0.01% +108 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,547 shares 10,547 $782K <0.01% new Timeline TMFS RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,050 shares; 2025Q1: 29,800 shares; 2025Q2: 25,300 shares; 2025Q3: 25,300 shares; 2025Q4: 22,300 shares 22,300 $776K <0.01% -3,000 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: 614 shares; 2025Q1: 1,146 shares; 2025Q2: 1,246 shares; 2025Q3: 1,472 shares; 2025Q4: 1,694 shares 1,694 $769K <0.01% +222 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39,474 shares; 2025Q2: 4,454 shares; 2025Q3: 8,072 shares; 2025Q4: 9,587 shares 9,587 $765K <0.01% +1,515 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 793 shares; 2025Q1: 778 shares; 2025Q2: 786 shares; 2025Q3: 550 shares; 2025Q4: 451 shares 451 $762K <0.01% -99 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: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 8,450 shares; 2025Q3: 9,790 shares; 2025Q4: 9,033 shares 9,033 $761K <0.01% -757 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: 1,121 shares; 2025Q1: 1,132 shares; 2025Q2: 1,416 shares; 2025Q3: 1,484 shares; 2025Q4: 1,483 shares 1,483 $757K <0.01% -1 Timeline VIS 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: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,534 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares 2,529 $755K <0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,534 shares; 2025Q1: 41,932 shares; 2025Q2: 41,422 shares; 2025Q3: 41,438 shares; 2025Q4: 43,109 shares 43,109 $754K <0.01% +1,671 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,247 shares; 2025Q1: 11,371 shares; 2025Q2: 7,546 shares; 2025Q3: 6,927 shares; 2025Q4: 5,914 shares 5,914 $754K <0.01% -1,013 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,931 shares; 2025Q1: 23,608 shares; 2025Q2: 23,253 shares; 2025Q3: 21,123 shares; 2025Q4: 26,830 shares 26,830 $751K <0.01% +5,707 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 26,397 shares 26,397 $749K <0.01% +16,297 Timeline SGOV 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: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares; 2025Q3: 7,201 shares; 2025Q4: 7,455 shares 7,455 $748K <0.01% +254 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,582 shares; 2025Q1: 23,745 shares; 2025Q2: 24,066 shares; 2025Q3: 25,227 shares; 2025Q4: 28,416 shares 28,416 $739K <0.01% +3,189 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: 2,892 shares; 2025Q1: 3,083 shares; 2025Q2: 2,941 shares; 2025Q3: 3,225 shares; 2025Q4: 3,247 shares 3,247 $734K <0.01% +22 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: 3,746 shares; 2025Q2: 3,315 shares; 2025Q3: 3,250 shares; 2025Q4: 5,250 shares 5,250 $734K <0.01% +2,000 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,487 shares; 2025Q1: 3,388 shares; 2025Q2: 3,656 shares; 2025Q3: 3,930 shares; 2025Q4: 4,361 shares 4,361 $731K <0.01% +431 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY 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: not reported; 2025Q2: 138,500 shares; 2025Q3: 140,500 shares; 2025Q4: 109,500 shares 109,500 $725K <0.01% -31,000 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: 14,731 shares 14,731 $716K <0.01% new Timeline BNDS SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,350 shares; 2025Q2: 5,930 shares; 2025Q3: 10,850 shares; 2025Q4: 14,134 shares 14,134 $711K <0.01% +3,284 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,090 shares; 2025Q2: 2,407 shares; 2025Q3: 3,121 shares; 2025Q4: 3,596 shares 3,596 $708K <0.01% +475 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,910 shares; 2025Q1: 9,738 shares; 2025Q2: 13,601 shares; 2025Q3: 12,584 shares; 2025Q4: 9,895 shares 9,895 $707K <0.01% -2,689 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 21,580 shares; 2025Q4: 25,930 shares 25,930 $704K <0.01% +4,350 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: 11,827 shares; 2025Q1: 11,841 shares; 2025Q2: 10,993 shares; 2025Q3: 10,606 shares; 2025Q4: 7,920 shares 7,920 $704K <0.01% -2,686 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,510 shares; 2025Q1: 5,761 shares; 2025Q2: 5,761 shares; 2025Q3: 5,761 shares; 2025Q4: 5,761 shares 5,761 $703K <0.01% 0 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: 1,269 shares; 2025Q1: 1,211 shares; 2025Q2: 1,406 shares; 2025Q3: 1,706 shares; 2025Q4: 1,581 shares 1,581 $702K <0.01% -125 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,759 shares 1,759 $699K <0.01% new Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,633 shares; 2025Q3: 2,469 shares; 2025Q4: 2,229 shares 2,229 $698K <0.01% -240 Timeline PXH 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: 29,374 shares; 2025Q1: 30,390 shares; 2025Q2: 24,910 shares; 2025Q3: 21,950 shares; 2025Q4: 26,962 shares 26,962 $696K <0.01% +5,012 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,324 shares 46,324 $695K <0.01% new Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,237 shares; 2025Q1: 36,237 shares; 2025Q2: 36,237 shares; 2025Q3: 35,887 shares; 2025Q4: 35,887 shares 35,887 $693K <0.01% 0 Timeline LDUR 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: 2,206 shares; 2025Q1: 3,715 shares; 2025Q2: 8,164 shares; 2025Q3: 7,184 shares; 2025Q4: 7,184 shares 7,184 $689K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,748 shares; 2025Q1: 3,544 shares; 2025Q2: 3,108 shares; 2025Q3: 3,378 shares; 2025Q4: 1,640 shares 1,640 $688K <0.01% -1,738 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,038 shares; 2025Q1: 75,156 shares; 2025Q2: 67,441 shares; 2025Q3: 40,796 shares; 2025Q4: 34,418 shares 34,418 $688K <0.01% -6,378 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: 388,684 shares; 2025Q1: 380,897 shares; 2025Q2: 392,019 shares; 2025Q3: 205,607 shares; 2025Q4: 39,838 shares 39,838 $687K <0.01% -165,769 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,363 shares 5,363 $684K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,001 shares; 2025Q1: 951 shares; 2025Q2: 954 shares; 2025Q3: 876 shares; 2025Q4: 839 shares 839 $679K <0.01% -37 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,462 shares; 2025Q1: 30,862 shares; 2025Q2: 30,737 shares; 2025Q3: 18,450 shares; 2025Q4: 20,300 shares 20,300 $677K <0.01% +1,850 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,585 shares; 2025Q1: 17,051 shares; 2025Q2: 17,051 shares; 2025Q3: 17,051 shares; 2025Q4: 17,201 shares 17,201 $677K <0.01% +150 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,828 shares; 2025Q1: 4,326 shares; 2025Q2: 3,526 shares; 2025Q3: 3,454 shares; 2025Q4: 3,414 shares 3,414 $676K <0.01% -40 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 11,586 shares; 2025Q4: 20,786 shares 20,786 $675K <0.01% +9,200 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,062 shares; 2025Q1: 1,549 shares; 2025Q2: 1,934 shares; 2025Q3: 1,851 shares; 2025Q4: 2,345 shares 2,345 $674K <0.01% +494 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,582 shares; 2025Q1: 2,599 shares; 2025Q2: 2,709 shares; 2025Q3: 2,632 shares; 2025Q4: 2,593 shares 2,593 $673K <0.01% -39 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: 2,235 shares; 2025Q1: 2,653 shares; 2025Q2: 3,456 shares; 2025Q3: 3,235 shares; 2025Q4: 2,795 shares 2,795 $672K <0.01% -440 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,550 shares; 2025Q1: 20,550 shares; 2025Q2: 20,550 shares; 2025Q3: 24,250 shares; 2025Q4: 26,650 shares 26,650 $672K <0.01% +2,400 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,528 shares; 2025Q1: 26,528 shares; 2025Q2: 25,528 shares; 2025Q3: 25,528 shares; 2025Q4: 25,528 shares 25,528 $671K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,366 shares; 2025Q1: 13,141 shares; 2025Q2: 17,087 shares; 2025Q3: 17,218 shares; 2025Q4: 18,251 shares 18,251 $668K <0.01% +1,033 Timeline GRID 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: 3,768 shares; 2025Q4: 4,356 shares 4,356 $667K <0.01% +588 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,589 shares; 2025Q1: 19,194 shares; 2025Q2: 27,309 shares; 2025Q3: 32,627 shares; 2025Q4: 26,418 shares 26,418 $666K <0.01% -6,209 Timeline ALH ALLIANCE LAUNDRY HLDGS INC More: the full row for ALLIANCE LAUNDRY 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: not reported; 2025Q4: 32,571 shares 32,571 $663K <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,703 shares; 2025Q1: 2,872 shares; 2025Q2: 2,712 shares; 2025Q3: 2,342 shares; 2025Q4: 1,946 shares 1,946 $662K <0.01% -396 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,382 shares; 2025Q1: 20,547 shares; 2025Q2: 18,203 shares; 2025Q3: 15,310 shares; 2025Q4: 10,339 shares 10,339 $659K <0.01% -4,971 Timeline FHYS FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,600 shares; 2025Q1: 26,939 shares; 2025Q2: 26,403 shares; 2025Q3: 27,862 shares; 2025Q4: 28,061 shares 28,061 $653K <0.01% +199 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,908 shares; 2025Q1: 19,058 shares; 2025Q2: 22,658 shares; 2025Q3: 25,418 shares; 2025Q4: 30,733 shares 30,733 $647K <0.01% +5,315 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,284 shares; 2025Q3: 16,121 shares; 2025Q4: 19,271 shares 19,271 $642K <0.01% +3,150 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,969 shares; 2025Q2: 4,272 shares; 2025Q3: 5,849 shares; 2025Q4: 4,458 shares 4,458 $640K <0.01% -1,391 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: 11,780 shares; 2025Q1: 11,594 shares; 2025Q2: 11,355 shares; 2025Q3: 11,075 shares; 2025Q4: 13,431 shares 13,431 $638K <0.01% +2,356 Timeline GPIQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,277 shares; 2025Q4: 11,901 shares 11,901 $629K <0.01% +624 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: 191,976 shares; 2025Q1: 4,548 shares; 2025Q2: 4,114 shares; 2025Q3: 3,711 shares; 2025Q4: 3,606 shares 3,606 $628K <0.01% -105 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: 4,534 shares; 2025Q1: 4,928 shares; 2025Q2: 5,500 shares; 2025Q3: 4,582 shares; 2025Q4: 3,937 shares 3,937 $627K <0.01% -645 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 580 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 570 shares 570 $626K <0.01% -30 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,955 shares; 2025Q1: 14,254 shares; 2025Q2: 9,243 shares; 2025Q3: 10,863 shares; 2025Q4: 13,429 shares 13,429 $622K <0.01% +2,566 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: 3,055 shares; 2025Q1: 3,057 shares; 2025Q2: 3,292 shares; 2025Q3: 3,345 shares; 2025Q4: 3,791 shares 3,791 $619K <0.01% +446 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,070 shares; 2025Q4: 3,509 shares 3,509 $604K <0.01% +439 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 17,258 shares 17,258 $601K <0.01% new Timeline RPG 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: 5,445 shares; 2025Q2: 13,345 shares; 2025Q3: 12,863 shares; 2025Q4: 12,863 shares 12,863 $600K <0.01% 0 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,777 shares; 2025Q1: 8,721 shares; 2025Q2: 9,291 shares; 2025Q3: 9,291 shares; 2025Q4: 9,383 shares 9,383 $598K <0.01% +92 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: 3,655 shares; 2025Q1: 3,625 shares; 2025Q2: 3,588 shares; 2025Q3: 3,510 shares; 2025Q4: 3,393 shares 3,393 $592K <0.01% -117 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,523,428 shares; 2025Q1: 2,461,392 shares; 2025Q2: 38,528 shares; 2025Q3: 34,490 shares; 2025Q4: 21,065 shares 21,065 $590K <0.01% -13,425 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: 119,703 shares; 2025Q1: 76,432 shares; 2025Q2: 72,467 shares; 2025Q3: 42,099 shares; 2025Q4: 34,068 shares 34,068 $590K <0.01% -8,031 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 516,734 shares; 2025Q1: 504,464 shares; 2025Q2: 354,607 shares; 2025Q3: 101,531 shares; 2025Q4: 2,873 shares 2,873 $587K <0.01% -98,658 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: 12,713 shares; 2025Q1: 8,847 shares; 2025Q2: 7,991 shares; 2025Q3: 5,601 shares; 2025Q4: 5,844 shares 5,844 $586K <0.01% +243 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH 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: 18,070 shares; 2025Q4: 18,525 shares 18,525 $586K <0.01% +455 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,399 shares; 2025Q2: 12,142 shares; 2025Q3: 16,623 shares; 2025Q4: 18,018 shares 18,018 $585K <0.01% +1,395 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: 4,658 shares; 2025Q1: 5,610 shares; 2025Q2: 5,450 shares; 2025Q3: 5,143 shares; 2025Q4: 9,744 shares 9,744 $584K <0.01% +4,601 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,088 shares; 2025Q1: 17,888 shares; 2025Q2: 17,488 shares; 2025Q3: 17,488 shares; 2025Q4: 17,488 shares 17,488 $581K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: not reported; 2025Q2: 1,288 shares; 2025Q3: 1,421 shares; 2025Q4: 1,790 shares 1,790 $578K <0.01% +369 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,411 shares; 2025Q1: 11,543 shares; 2025Q2: 12,740 shares; 2025Q3: 12,763 shares; 2025Q4: 13,035 shares 13,035 $578K <0.01% +272 Timeline FLRN 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: not reported; 2025Q4: 18,750 shares 18,750 $576K <0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,641 shares; 2025Q1: 6,038 shares; 2025Q2: 4,745 shares; 2025Q3: 4,904 shares; 2025Q4: 4,566 shares 4,566 $575K <0.01% -338 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,255 shares; 2025Q1: 6,829 shares; 2025Q2: 6,710 shares; 2025Q3: 6,198 shares; 2025Q4: 5,198 shares 5,198 $573K <0.01% -1,000 Timeline ARKG 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: 19,379 shares; 2025Q1: 20,217 shares; 2025Q2: 20,142 shares; 2025Q3: 19,855 shares; 2025Q4: 19,769 shares 19,769 $573K <0.01% -86 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,788 shares; 2025Q1: 16,848 shares; 2025Q2: 16,448 shares; 2025Q3: 16,448 shares; 2025Q4: 20,504 shares 20,504 $569K <0.01% +4,056 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 769,471 shares; 2025Q1: 748,122 shares; 2025Q2: 685,637 shares; 2025Q3: 485,412 shares; 2025Q4: 11,100 shares 11,100 $569K <0.01% -474,312 Timeline FENI 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: not reported; 2025Q2: 15,500 shares; 2025Q3: 19,175 shares; 2025Q4: 15,500 shares 15,500 $567K <0.01% -3,675 Timeline DGS 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: 10,055 shares; 2025Q1: 10,055 shares; 2025Q2: 9,955 shares; 2025Q3: 9,955 shares; 2025Q4: 9,880 shares 9,880 $566K <0.01% -75 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: 38,807 shares; 2025Q1: 35,851 shares; 2025Q2: 32,264 shares; 2025Q3: 18,489 shares; 2025Q4: 12,126 shares 12,126 $564K <0.01% -6,363 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: not reported; 2025Q2: not reported; 2025Q3: 2,106 shares; 2025Q4: 3,471 shares 3,471 $558K <0.01% +1,365 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,923 shares 5,923 $558K <0.01% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,945 shares; 2025Q1: 14,715 shares; 2025Q2: 14,698 shares; 2025Q3: 14,471 shares; 2025Q4: 14,478 shares 14,478 $556K <0.01% +7 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 77 shares; 2025Q3: 76 shares; 2025Q4: 76 shares 76 $554K <0.01% 0 Timeline IUSG 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: 2,971 shares; 2025Q1: 3,001 shares; 2025Q2: 3,375 shares; 2025Q3: 3,419 shares; 2025Q4: 3,293 shares 3,293 $553K <0.01% -126 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,559 shares; 2025Q1: 9,523 shares; 2025Q2: 10,622 shares; 2025Q3: 11,204 shares; 2025Q4: 11,893 shares 11,893 $553K <0.01% +689 Timeline CFFI C & F FINL CORP More: the full row for C & F FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,602 shares; 2025Q1: 7,602 shares; 2025Q2: 7,602 shares; 2025Q3: 7,602 shares; 2025Q4: 7,602 shares 7,602 $552K <0.01% 0 Timeline MGTX MEIRAGTX HLDGS PLC More: the full row for MEIRAGTX HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,200 shares; 2025Q1: 56,200 shares; 2025Q2: 55,200 shares; 2025Q3: 55,200 shares; 2025Q4: 69,200 shares 69,200 $550K <0.01% +14,000 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,659 shares; 2025Q1: 5,290 shares; 2025Q2: 4,580 shares; 2025Q3: 3,821 shares; 2025Q4: 1,757 shares 1,757 $549K <0.01% -2,064 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,946 shares; 2025Q1: 3,402 shares; 2025Q2: 3,456 shares; 2025Q3: 3,220 shares; 2025Q4: 1,669 shares 1,669 $545K <0.01% -1,551 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: 4,850 shares; 2025Q1: 6,431 shares; 2025Q2: 7,441 shares; 2025Q3: 8,687 shares; 2025Q4: 9,399 shares 9,399 $544K <0.01% +712 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,037 shares; 2025Q3: 12,559 shares; 2025Q4: 14,056 shares 14,056 $542K <0.01% +1,497 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: 14,949 shares; 2025Q1: 16,335 shares; 2025Q2: 11,780 shares; 2025Q3: 11,507 shares; 2025Q4: 8,089 shares 8,089 $541K <0.01% -3,418 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: 2,816 shares; 2025Q1: 2,933 shares; 2025Q2: 2,870 shares; 2025Q3: 2,569 shares; 2025Q4: 2,508 shares 2,508 $535K <0.01% -61 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,640 shares; 2025Q1: 3,983 shares; 2025Q2: 3,342 shares; 2025Q3: 3,406 shares; 2025Q4: 3,879 shares 3,879 $535K <0.01% +473 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,456 shares; 2025Q1: 26,998 shares; 2025Q2: 9,616 shares; 2025Q3: 9,265 shares; 2025Q4: 9,157 shares 9,157 $534K <0.01% -108 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,104 shares; 2025Q1: 12,464 shares; 2025Q2: 12,313 shares; 2025Q3: 10,976 shares; 2025Q4: 10,525 shares 10,525 $534K <0.01% -451 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 4,798 shares; 2025Q3: 7,416 shares; 2025Q4: 7,074 shares 7,074 $532K <0.01% -342 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,369 shares; 2025Q1: 39,648 shares; 2025Q2: 36,054 shares; 2025Q3: 35,326 shares; 2025Q4: 40,488 shares 40,488 $531K <0.01% +5,162 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: 5,540 shares; 2025Q1: 5,580 shares; 2025Q2: 5,580 shares; 2025Q3: 5,580 shares; 2025Q4: 5,450 shares 5,450 $531K <0.01% -130 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,208 shares; 2025Q1: 9,208 shares; 2025Q2: 9,208 shares; 2025Q3: 9,208 shares; 2025Q4: 10,115 shares 10,115 $530K <0.01% +907 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: 34,776 shares; 2025Q1: 30,880 shares; 2025Q2: 4,480 shares; 2025Q3: 4,515 shares; 2025Q4: 5,715 shares 5,715 $528K <0.01% +1,200 Timeline FXNC FIRST NATL CORP VA More: the full row for FIRST NATL CORP VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,480 shares; 2025Q1: 26,176 shares; 2025Q2: 25,776 shares; 2025Q3: 24,998 shares; 2025Q4: 20,912 shares 20,912 $528K <0.01% -4,086 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,148 shares; 2025Q1: 14,364 shares; 2025Q2: 12,420 shares; 2025Q3: 12,613 shares; 2025Q4: 12,306 shares 12,306 $526K <0.01% -307 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,132 shares; 2025Q1: 8,271 shares; 2025Q2: 8,948 shares; 2025Q3: 8,637 shares; 2025Q4: 8,395 shares 8,395 $525K <0.01% -242 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,336 shares; 2025Q1: 40,162 shares; 2025Q2: 30,770 shares; 2025Q3: 21,312 shares; 2025Q4: 14,144 shares 14,144 $523K <0.01% -7,168 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,427 shares; 2025Q3: 4,427 shares; 2025Q4: 4,388 shares 4,388 $523K <0.01% -39 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,679 shares; 2025Q4: 26,902 shares 26,902 $521K <0.01% +223 Timeline VT 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: 2,001 shares; 2025Q1: 3,187 shares; 2025Q2: 2,804 shares; 2025Q3: 3,640 shares; 2025Q4: 3,692 shares 3,692 $521K <0.01% +52 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,826 shares; 2025Q1: 12,841 shares; 2025Q2: 13,075 shares; 2025Q3: 12,664 shares; 2025Q4: 7,601 shares 7,601 $520K <0.01% -5,063 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,066 shares; 2025Q1: 11,900 shares; 2025Q2: 12,000 shares; 2025Q3: 12,617 shares; 2025Q4: 11,585 shares 11,585 $519K <0.01% -1,032 Timeline XJH 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: 10,338 shares; 2025Q1: 10,523 shares; 2025Q2: 11,104 shares; 2025Q3: 11,082 shares; 2025Q4: 11,592 shares 11,592 $518K <0.01% +510 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 496 shares; 2025Q3: 478 shares; 2025Q4: 553 shares 553 $516K <0.01% +75 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: 56,444 shares; 2025Q1: 81,448 shares; 2025Q2: 41,673 shares; 2025Q3: 27,008 shares; 2025Q4: 22,040 shares 22,040 $515K <0.01% -4,968 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,660 shares; 2025Q1: 20,645 shares; 2025Q2: 20,932 shares; 2025Q3: 21,467 shares; 2025Q4: 21,422 shares 21,422 $515K <0.01% -45 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,130 shares; 2025Q1: 20,330 shares; 2025Q2: 20,330 shares; 2025Q3: 20,034 shares; 2025Q4: 22,034 shares 22,034 $515K <0.01% +2,000 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,481 shares; 2025Q1: 5,025 shares; 2025Q2: 4,686 shares; 2025Q3: 4,886 shares; 2025Q4: 5,727 shares 5,727 $512K <0.01% +841 Timeline BAB 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: 16,485 shares; 2025Q3: 12,727 shares; 2025Q4: 18,727 shares 18,727 $509K <0.01% +6,000 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,296 shares; 2025Q1: 2,296 shares; 2025Q2: 2,449 shares; 2025Q3: 2,265 shares; 2025Q4: 2,243 shares 2,243 $506K <0.01% -22 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,700 shares; 2025Q1: 43,300 shares; 2025Q2: 33,800 shares; 2025Q3: 31,800 shares; 2025Q4: 23,200 shares 23,200 $505K <0.01% -8,600 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,278 shares; 2025Q1: 5,317 shares; 2025Q2: 5,278 shares; 2025Q3: 5,345 shares; 2025Q4: 8,798 shares 8,798 $500K <0.01% +3,453 Timeline SUB 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: 13,770 shares; 2025Q1: 7,774 shares; 2025Q2: 6,193 shares; 2025Q3: 5,048 shares; 2025Q4: 4,678 shares 4,678 $499K <0.01% -370 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares 17,500 $499K <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: 5,586 shares; 2025Q1: 5,665 shares; 2025Q2: 5,202 shares; 2025Q3: 5,437 shares; 2025Q4: 5,457 shares 5,457 $499K <0.01% +20 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG 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: 50,700 shares; 2025Q4: 50,700 shares 50,700 $497K <0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,720 shares 2,720 $497K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,039 shares; 2025Q1: 25,989 shares; 2025Q2: 23,774 shares; 2025Q3: 23,704 shares; 2025Q4: 12,005 shares 12,005 $494K <0.01% -11,699 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,400 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares; 2025Q4: 11,900 shares 11,900 $494K <0.01% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,244 shares; 2025Q1: 5,246 shares; 2025Q2: 5,671 shares; 2025Q3: 5,487 shares; 2025Q4: 5,467 shares 5,467 $492K <0.01% -20 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,697 shares; 2025Q1: 13,889 shares; 2025Q2: 13,889 shares; 2025Q3: 13,889 shares; 2025Q4: 13,889 shares 13,889 $490K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,975 shares; 2025Q1: 30,175 shares; 2025Q2: 30,175 shares; 2025Q3: 28,675 shares; 2025Q4: 27,025 shares 27,025 $487K <0.01% -1,650 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,270 shares; 2025Q1: 9,453 shares; 2025Q2: 10,197 shares; 2025Q3: 10,169 shares; 2025Q4: 10,578 shares 10,578 $486K <0.01% +409 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,808 shares; 2025Q1: 4,872 shares; 2025Q2: 4,858 shares; 2025Q3: 4,864 shares; 2025Q4: 4,746 shares 4,746 $486K <0.01% -118 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,318 shares; 2025Q1: 8,238 shares; 2025Q2: 3,163 shares; 2025Q3: 2,199 shares; 2025Q4: 2,109 shares 2,109 $486K <0.01% -90 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 11,425 shares; 2025Q3: 11,425 shares; 2025Q4: 11,425 shares 11,425 $485K <0.01% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: not reported; 2025Q4: 16,749 shares 16,749 $483K <0.01% new Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 294,864 shares; 2025Q1: 237,553 shares; 2025Q2: 140,048 shares; 2025Q3: 50,530 shares; 2025Q4: 46,160 shares 46,160 $479K <0.01% -4,370 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL 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: not reported; 2025Q4: 31,979 shares 31,979 $478K <0.01% new Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,575 shares; 2025Q1: 20,509 shares; 2025Q2: 32,701 shares; 2025Q3: 34,342 shares; 2025Q4: 35,099 shares 35,099 $478K <0.01% +757 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,779 shares; 2025Q1: 19,699 shares; 2025Q2: 18,899 shares; 2025Q3: 18,899 shares; 2025Q4: 18,899 shares 18,899 $476K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,975 shares; 2025Q1: 2,212 shares; 2025Q2: 1,855 shares; 2025Q3: 1,959 shares; 2025Q4: 2,190 shares 2,190 $475K <0.01% +231 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,457 shares; 2025Q1: 9,021 shares; 2025Q2: 9,164 shares; 2025Q3: 9,111 shares; 2025Q4: 9,802 shares 9,802 $474K <0.01% +691 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: 12,912 shares; 2025Q1: 12,930 shares; 2025Q2: 18,450 shares; 2025Q3: 18,408 shares; 2025Q4: 3,408 shares 3,408 $473K <0.01% -15,000 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 15,181 shares; 2025Q2: 20,708 shares; 2025Q3: 25,377 shares; 2025Q4: 24,872 shares 24,872 $473K <0.01% -505 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,500 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 25,500 shares; 2025Q4: 28,201 shares 28,201 $472K <0.01% +2,701 Timeline SCHX 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: 14,064 shares; 2025Q1: 19,225 shares; 2025Q2: 13,506 shares; 2025Q3: 18,184 shares; 2025Q4: 17,478 shares 17,478 $470K <0.01% -706 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: 6,319 shares; 2025Q1: 4,506 shares; 2025Q2: 4,426 shares; 2025Q3: 4,340 shares; 2025Q4: 5,005 shares 5,005 $470K <0.01% +665 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: 1,683 shares; 2025Q1: 2,042 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 1,616 shares 1,616 $469K <0.01% -414 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,338 shares; 2025Q1: 11,172 shares; 2025Q2: 9,786 shares; 2025Q3: 10,065 shares; 2025Q4: 12,709 shares 12,709 $468K <0.01% +2,644 Timeline FIXD 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: 5,520 shares; 2025Q1: 5,978 shares; 2025Q2: 8,660 shares; 2025Q3: 9,055 shares; 2025Q4: 10,547 shares 10,547 $467K <0.01% +1,492 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,385 shares; 2025Q1: 1,396 shares; 2025Q2: 1,379 shares; 2025Q3: 1,332 shares; 2025Q4: 1,418 shares 1,418 $466K <0.01% +86 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,233 shares; 2025Q1: 5,685 shares; 2025Q2: 5,821 shares; 2025Q3: 5,829 shares; 2025Q4: 6,112 shares 6,112 $463K <0.01% +283 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,758 shares; 2025Q1: 7,675 shares; 2025Q2: 7,681 shares; 2025Q3: 6,478 shares; 2025Q4: 7,638 shares 7,638 $463K <0.01% +1,160 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,028 shares; 2025Q1: 3,074 shares; 2025Q2: 3,098 shares; 2025Q3: 2,862 shares; 2025Q4: 2,491 shares 2,491 $462K <0.01% -371 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: 3,155 shares; 2025Q1: 3,502 shares; 2025Q2: 4,107 shares; 2025Q3: 4,352 shares; 2025Q4: 4,866 shares 4,866 $461K <0.01% +514 Timeline IWL 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: 2,188 shares; 2025Q3: 2,617 shares; 2025Q4: 2,695 shares 2,695 $460K <0.01% +78 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: 11,300 shares; 2025Q2: not reported; 2025Q3: 14,168 shares; 2025Q4: 19,397 shares 19,397 $459K <0.01% +5,229 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,794 shares; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,214 shares; 2025Q4: 2,814 shares 2,814 $456K <0.01% +600 Timeline AFLG 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: 14,287 shares; 2025Q1: 13,484 shares; 2025Q2: 13,449 shares; 2025Q3: 13,600 shares; 2025Q4: 11,641 shares 11,641 $455K <0.01% -1,959 Timeline ZFEB 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: 17,734 shares; 2025Q3: 17,734 shares; 2025Q4: 17,734 shares 17,734 $450K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,868 shares; 2025Q1: 6,058 shares; 2025Q2: 7,023 shares; 2025Q3: 3,162 shares; 2025Q4: 3,307 shares 3,307 $450K <0.01% +145 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,713 shares; 2025Q1: 4,717 shares; 2025Q2: 4,813 shares; 2025Q3: 4,533 shares; 2025Q4: 4,503 shares 4,503 $447K <0.01% -30 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,400 shares; 2025Q1: 9,550 shares; 2025Q2: 11,674 shares; 2025Q3: 11,581 shares; 2025Q4: 11,267 shares 11,267 $445K <0.01% -314 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: 1,637 shares; 2025Q2: 1,758 shares; 2025Q3: 1,698 shares; 2025Q4: 1,592 shares 1,592 $444K <0.01% -106 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 773 shares; 2025Q3: 990 shares; 2025Q4: 1,051 shares 1,051 $444K <0.01% +61 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,569 shares; 2025Q1: 3,567 shares; 2025Q2: 2,584 shares; 2025Q3: 2,505 shares; 2025Q4: 3,334 shares 3,334 $441K <0.01% +829 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,262 shares; 2025Q1: 15,548 shares; 2025Q2: 12,928 shares; 2025Q3: 11,446 shares; 2025Q4: 6,569 shares 6,569 $441K <0.01% -4,877 Timeline IAGG 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: 6,835 shares; 2025Q3: 8,101 shares; 2025Q4: 8,822 shares 8,822 $441K <0.01% +721 Timeline PMBS 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: 6,753 shares; 2025Q4: 8,876 shares 8,876 $441K <0.01% +2,123 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: 5,700 shares; 2025Q1: 7,200 shares; 2025Q2: 7,300 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $439K <0.01% 0 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: 5,444 shares; 2025Q1: 6,388 shares; 2025Q2: 1,145 shares; 2025Q3: not reported; 2025Q4: 1,962 shares 1,962 $439K <0.01% new 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: 4,014 shares; 2025Q2: 4,525 shares; 2025Q3: 5,211 shares; 2025Q4: 5,659 shares 5,659 $438K <0.01% +448 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: 894 shares; 2025Q1: 940 shares; 2025Q2: 925 shares; 2025Q3: 934 shares; 2025Q4: 769 shares 769 $437K <0.01% -165 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: 12,099 shares; 2025Q1: 11,874 shares; 2025Q2: 12,278 shares; 2025Q3: 12,532 shares; 2025Q4: 1,794 shares 1,794 $436K <0.01% -10,738 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,950 shares; 2025Q1: 23,847 shares; 2025Q2: 24,042 shares; 2025Q3: 23,319 shares; 2025Q4: 22,680 shares 22,680 $434K <0.01% -639 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,517 shares; 2025Q4: 10,500 shares 10,500 $434K <0.01% -17 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,239 shares; 2025Q1: 47,239 shares; 2025Q2: 47,239 shares; 2025Q3: 47,906 shares; 2025Q4: 47,906 shares 47,906 $434K <0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,350 shares; 2025Q1: 30,350 shares; 2025Q2: 29,850 shares; 2025Q3: 31,350 shares; 2025Q4: 31,350 shares 31,350 $434K <0.01% 0 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: 2,762 shares; 2025Q1: 3,588 shares; 2025Q2: 3,809 shares; 2025Q3: 3,955 shares; 2025Q4: 2,142 shares 2,142 $432K <0.01% -1,813 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,808 shares; 2025Q1: 5,942 shares; 2025Q2: 6,002 shares; 2025Q3: 7,003 shares; 2025Q4: 7,255 shares 7,255 $430K <0.01% +252 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: 6,814 shares; 2025Q1: 6,512 shares; 2025Q2: 5,634 shares; 2025Q3: 4,923 shares; 2025Q4: 3,493 shares 3,493 $430K <0.01% -1,430 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,290 shares; 2025Q1: 16,290 shares; 2025Q2: 13,515 shares; 2025Q3: 13,378 shares; 2025Q4: 14,774 shares 14,774 $429K <0.01% +1,396 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,996 shares; 2025Q1: 2,022 shares; 2025Q2: 1,734 shares; 2025Q3: 2,152 shares; 2025Q4: 1,996 shares 1,996 $427K <0.01% -156 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,614 shares; 2025Q2: 3,399 shares; 2025Q3: 3,895 shares; 2025Q4: 4,442 shares 4,442 $426K <0.01% +547 Timeline JMST 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: 7,754 shares; 2025Q1: 8,359 shares; 2025Q2: 7,739 shares; 2025Q3: 7,750 shares; 2025Q4: 8,328 shares 8,328 $424K <0.01% +578 Timeline JGRO 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: 3,805 shares; 2025Q2: 4,276 shares; 2025Q3: 4,066 shares; 2025Q4: 4,555 shares 4,555 $423K <0.01% +489 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: 1,317 shares; 2025Q1: not reported; 2025Q2: 2,016 shares; 2025Q3: 2,475 shares; 2025Q4: 1,665 shares 1,665 $422K <0.01% -810 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: 6,317 shares; 2025Q1: 6,301 shares; 2025Q2: 6,505 shares; 2025Q3: 6,570 shares; 2025Q4: 6,636 shares 6,636 $421K <0.01% +66 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares 1,140 $420K <0.01% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,110 shares; 2025Q4: 8,312 shares 8,312 $420K <0.01% +202 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,198 shares; 2025Q1: 10,260 shares; 2025Q2: 10,373 shares; 2025Q3: 10,667 shares; 2025Q4: 11,036 shares 11,036 $419K <0.01% +369 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: 3,327 shares; 2025Q1: 3,305 shares; 2025Q2: 3,471 shares; 2025Q3: 3,403 shares; 2025Q4: 3,181 shares 3,181 $419K <0.01% -222 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 4,893 shares; 2025Q4: 5,254 shares 5,254 $414K <0.01% +361 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,785 shares; 2025Q1: 4,785 shares; 2025Q2: 4,785 shares; 2025Q3: 5,018 shares; 2025Q4: 4,907 shares 4,907 $413K <0.01% -111 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,129 shares; 2025Q1: 12,998 shares; 2025Q2: 17,776 shares; 2025Q3: 20,235 shares; 2025Q4: 21,491 shares 21,491 $413K <0.01% +1,256 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,579 shares; 2025Q1: 3,242 shares; 2025Q2: 3,354 shares; 2025Q3: 3,402 shares; 2025Q4: 3,165 shares 3,165 $413K <0.01% -237 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,721 shares; 2025Q1: 24,457 shares; 2025Q2: 22,073 shares; 2025Q3: 23,973 shares; 2025Q4: 22,917 shares 22,917 $413K <0.01% -1,056 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,640 shares; 2025Q1: 1,696 shares; 2025Q2: 1,732 shares; 2025Q3: 1,772 shares; 2025Q4: 1,809 shares 1,809 $412K <0.01% +37 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,250 shares; 2025Q3: 8,750 shares; 2025Q4: 9,152 shares 9,152 $412K <0.01% +402 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 3,858 shares 3,858 $411K <0.01% new Timeline SCHI 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: 24,232 shares; 2025Q1: 23,790 shares; 2025Q2: 22,770 shares; 2025Q3: 21,611 shares; 2025Q4: 17,860 shares 17,860 $410K <0.01% -3,751 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,875 shares; 2025Q1: 8,275 shares; 2025Q2: 8,275 shares; 2025Q3: 8,242 shares; 2025Q4: 8,342 shares 8,342 $405K <0.01% +100 Timeline HEDJ 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: 6,783 shares; 2025Q1: 6,549 shares; 2025Q2: 6,753 shares; 2025Q3: 6,633 shares; 2025Q4: 7,594 shares 7,594 $403K <0.01% +961 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,738 shares; 2025Q2: 5,743 shares; 2025Q3: 3,875 shares; 2025Q4: 3,879 shares 3,879 $401K <0.01% +4 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,607 shares 22,607 $401K <0.01% new 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: 9,695 shares; 2025Q1: 7,643 shares; 2025Q2: 7,272 shares; 2025Q3: 6,227 shares; 2025Q4: 4,073 shares 4,073 $398K <0.01% -2,154 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,336 shares; 2025Q1: 9,088 shares; 2025Q2: 9,088 shares; 2025Q3: 10,532 shares; 2025Q4: 9,843 shares 9,843 $396K <0.01% -689 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS 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: 6,354 shares; 2025Q4: 6,354 shares 6,354 $396K <0.01% 0 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: 6,967 shares; 2025Q1: 3,987 shares; 2025Q2: 3,987 shares; 2025Q3: 3,987 shares; 2025Q4: 4,107 shares 4,107 $396K <0.01% +120 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,412 shares; 2025Q2: 4,400 shares; 2025Q3: 2,634 shares; 2025Q4: 4,016 shares 4,016 $395K <0.01% +1,382 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321,623 shares; 2025Q1: 326,048 shares; 2025Q2: 5,015 shares; 2025Q3: 2,723 shares; 2025Q4: 2,963 shares 2,963 $393K <0.01% +240 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: 1,475 shares; 2025Q1: 1,275 shares; 2025Q2: 1,363 shares; 2025Q3: 1,760 shares; 2025Q4: 1,744 shares 1,744 $389K <0.01% -16 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP 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: 2,683 shares; 2025Q3: 3,156 shares; 2025Q4: 3,524 shares 3,524 $387K <0.01% +368 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,251 shares; 2025Q1: 1,245 shares; 2025Q2: 1,715 shares; 2025Q3: 1,891 shares; 2025Q4: 1,823 shares 1,823 $385K <0.01% -68 Timeline EES 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: 4,642 shares; 2025Q1: 4,548 shares; 2025Q2: 7,158 shares; 2025Q3: 7,586 shares; 2025Q4: 6,741 shares 6,741 $384K <0.01% -845 Timeline HYG 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: 3,376 shares; 2025Q2: 4,398 shares; 2025Q3: 4,407 shares; 2025Q4: 4,738 shares 4,738 $382K <0.01% +331 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR 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: 13,450 shares; 2025Q3: 15,325 shares; 2025Q4: 18,528 shares 18,528 $382K <0.01% +3,203 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,378 shares; 2025Q4: 5,696 shares 5,696 $382K <0.01% +318 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,651 shares; 2025Q1: 32,924 shares; 2025Q2: 13,557 shares; 2025Q3: 11,125 shares; 2025Q4: 9,847 shares 9,847 $381K <0.01% -1,278 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,713 shares; 2025Q1: 15,713 shares; 2025Q2: 16,013 shares; 2025Q3: 16,013 shares; 2025Q4: 15,713 shares 15,713 $379K <0.01% -300 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,021 shares; 2025Q1: not reported; 2025Q2: 2,774 shares; 2025Q3: 3,194 shares; 2025Q4: 2,071 shares 2,071 $377K <0.01% -1,123 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: 5,351 shares; 2025Q1: 44,813 shares; 2025Q2: 4,823 shares; 2025Q3: 4,771 shares; 2025Q4: 5,096 shares 5,096 $376K <0.01% +325 Timeline ITOT 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: 3,105 shares; 2025Q1: 2,569 shares; 2025Q2: 2,325 shares; 2025Q3: 2,251 shares; 2025Q4: 2,527 shares 2,527 $376K <0.01% +276 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,432 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares 1,438 $376K <0.01% 0 Timeline FTA 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: 7,794 shares; 2025Q1: 6,919 shares; 2025Q2: 5,328 shares; 2025Q3: 5,160 shares; 2025Q4: 4,341 shares 4,341 $374K <0.01% -819 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,200 shares; 2025Q1: 24,006 shares; 2025Q2: 24,006 shares; 2025Q3: 24,327 shares; 2025Q4: 24,363 shares 24,363 $373K <0.01% +36 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,461 shares; 2025Q1: 3,439 shares; 2025Q2: 3,667 shares; 2025Q3: 3,798 shares; 2025Q4: 4,078 shares 4,078 $373K <0.01% +280 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,000 shares; 2025Q1: 152,000 shares; 2025Q2: 152,000 shares; 2025Q3: 102,000 shares; 2025Q4: 102,000 shares 102,000 $372K <0.01% 0 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,875 shares; 2025Q1: 17,575 shares; 2025Q2: 19,075 shares; 2025Q3: 14,844 shares; 2025Q4: 8,319 shares 8,319 $371K <0.01% -6,525 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: 10,681 shares; 2025Q1: 10,722 shares; 2025Q2: 13,157 shares; 2025Q3: 13,326 shares; 2025Q4: 9,416 shares 9,416 $371K <0.01% -3,910 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,243 shares; 2025Q1: 16,289 shares; 2025Q2: 13,598 shares; 2025Q3: 11,935 shares; 2025Q4: 8,794 shares 8,794 $368K <0.01% -3,141 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 6,837 shares; 2025Q4: 12,078 shares 12,078 $362K <0.01% +5,241 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: not reported; 2025Q2: not reported; 2025Q3: 13,645 shares; 2025Q4: 12,458 shares 12,458 $361K <0.01% -1,187 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,908 shares; 2025Q1: 8,814 shares; 2025Q2: 8,820 shares; 2025Q3: 8,826 shares; 2025Q4: 7,782 shares 7,782 $359K <0.01% -1,044 Timeline