TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 2,080 shares 2,080 $403K 0.02% +355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,978 shares 4,978 $402K 0.02% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,046 shares; 2025Q4: 6,686 shares 6,686 $401K 0.02% +1,640 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,004 shares; 2025Q1: 6,004 shares; 2025Q2: 6,004 shares; 2025Q3: 5,848 shares; 2025Q4: 5,848 shares 5,848 $401K 0.02% 0 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: 99 shares; 2024Q4: 98 shares; 2025Q1: 105 shares; 2025Q2: 99 shares; 2025Q3: 116 shares; 2025Q4: 118 shares 118 $400K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,252 shares; 2025Q3: 2,535 shares; 2025Q4: 2,465 shares 2,465 $399K 0.02% -70 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: 23,069 shares; 2024Q4: 23,069 shares; 2025Q1: 15,591 shares; 2025Q2: 14,637 shares; 2025Q3: 14,822 shares; 2025Q4: 14,583 shares 14,583 $399K 0.02% -239 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,002 shares; 2024Q4: 17,010 shares; 2025Q1: 17,024 shares; 2025Q2: 17,044 shares; 2025Q3: 18,066 shares; 2025Q4: 18,080 shares 18,080 $398K 0.02% +14 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,352 shares; 2025Q1: 4,697 shares; 2025Q2: 4,697 shares; 2025Q3: 5,293 shares; 2025Q4: 5,300 shares 5,300 $397K 0.02% +7 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,799 shares; 2025Q1: not reported; 2025Q2: 1,713 shares; 2025Q3: 2,067 shares; 2025Q4: 1,930 shares 1,930 $397K 0.02% -137 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,062 shares; 2024Q4: 10,390 shares; 2025Q1: 6,227 shares; 2025Q2: 10,515 shares; 2025Q3: 6,400 shares; 2025Q4: 9,865 shares 9,865 $397K 0.02% +3,465 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,304 shares; 2025Q4: 1,731 shares 1,731 $397K 0.02% +427 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: 2,719 shares; 2024Q4: 2,715 shares; 2025Q1: 2,329 shares; 2025Q2: 2,263 shares; 2025Q3: 2,139 shares; 2025Q4: 2,176 shares 2,176 $396K 0.02% +37 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: 12,059 shares; 2024Q4: 8,891 shares; 2025Q1: 8,527 shares; 2025Q2: 7,728 shares; 2025Q3: 4,517 shares; 2025Q4: 8,837 shares 8,837 $395K 0.02% +4,320 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 801 shares; 2025Q1: 777 shares; 2025Q2: 772 shares; 2025Q3: 818 shares; 2025Q4: 866 shares 866 $393K 0.02% +48 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,761 shares; 2025Q1: 2,005 shares; 2025Q2: 1,609 shares; 2025Q3: 1,952 shares; 2025Q4: 2,892 shares 2,892 $393K 0.02% +940 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 2,761 shares; 2025Q1: 1,918 shares; 2025Q2: 2,122 shares; 2025Q3: 2,566 shares; 2025Q4: 2,428 shares 2,428 $390K 0.02% -138 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,288 shares; 2025Q1: 2,366 shares; 2025Q2: 2,431 shares; 2025Q3: 2,533 shares; 2025Q4: 3,108 shares 3,108 $389K 0.02% +575 Timeline MGV 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: not reported; 2024Q4: 1,845 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,756 shares; 2025Q4: 2,757 shares 2,757 $389K 0.02% +1 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,300 shares; 2024Q4: 30,300 shares; 2025Q1: 31,300 shares; 2025Q2: 31,300 shares; 2025Q3: 31,300 shares; 2025Q4: 31,300 shares 31,300 $389K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 4,907 shares; 2025Q1: 7,106 shares; 2025Q2: 4,614 shares; 2025Q3: 4,783 shares; 2025Q4: 5,273 shares 5,273 $387K 0.02% +490 Timeline TIER 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,280 shares; 2025Q4: 13,709 shares 13,709 $387K 0.02% +4,429 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,305 shares 1,305 $386K 0.02% -30 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 18,274 shares 18,274 $386K 0.02% +7,274 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 4,345 shares; 2025Q1: 4,411 shares; 2025Q2: 4,454 shares; 2025Q3: 5,368 shares; 2025Q4: 4,533 shares 4,533 $385K 0.02% -835 Timeline JGRW TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,122 shares 14,122 $382K 0.02% new 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: 4,703 shares; 2024Q4: 3,799 shares; 2025Q1: 3,820 shares; 2025Q2: 3,706 shares; 2025Q3: 3,689 shares; 2025Q4: 3,743 shares 3,743 $381K 0.02% +54 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,303 shares; 2025Q4: 4,028 shares 4,028 $376K 0.02% +1,725 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,615 shares; 2025Q1: 2,615 shares; 2025Q2: 2,616 shares; 2025Q3: 2,616 shares; 2025Q4: 2,617 shares 2,617 $375K 0.02% +1 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,360 shares; 2025Q1: 1,363 shares; 2025Q2: 1,472 shares; 2025Q3: 1,522 shares; 2025Q4: 1,428 shares 1,428 $375K 0.02% -94 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,069 shares; 2025Q1: 4,063 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: 4,663 shares 4,663 $375K 0.02% -200 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,402 shares; 2025Q3: 3,856 shares; 2025Q4: 3,311 shares 3,311 $374K 0.02% -545 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,472 shares; 2024Q4: 11,134 shares; 2025Q1: not reported; 2025Q2: 10,788 shares; 2025Q3: not reported; 2025Q4: 12,968 shares 12,968 $374K 0.02% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,783 shares; 2025Q2: 2,300 shares; 2025Q3: 2,211 shares; 2025Q4: 2,288 shares 2,288 $374K 0.02% +77 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,590 shares 1,590 $372K 0.02% new Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,973 shares; 2025Q3: 4,973 shares; 2025Q4: 4,973 shares 4,973 $371K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,617 shares; 2025Q4: 6,335 shares 6,335 $370K 0.02% +1,718 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,529 shares 4,529 $370K 0.02% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares; 2025Q4: 1,300 shares 1,300 $368K 0.02% +316 Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,762 shares; 2025Q4: 9,058 shares 9,058 $368K 0.02% +3,296 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: 4,926 shares; 2024Q4: 7,733 shares; 2025Q1: 7,683 shares; 2025Q2: 7,358 shares; 2025Q3: 7,539 shares; 2025Q4: 6,254 shares 6,254 $367K 0.02% -1,285 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 5,249 shares; 2025Q1: 5,071 shares; 2025Q2: 4,823 shares; 2025Q3: 5,499 shares; 2025Q4: 4,651 shares 4,651 $367K 0.02% -848 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: 904 shares; 2024Q4: 793 shares; 2025Q1: 690 shares; 2025Q2: 666 shares; 2025Q3: 766 shares; 2025Q4: 783 shares 783 $367K 0.02% +17 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,875 shares; 2025Q1: 4,222 shares; 2025Q2: 4,826 shares; 2025Q3: 4,769 shares; 2025Q4: 4,746 shares 4,746 $365K 0.02% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,735 shares; 2025Q4: 2,116 shares 2,116 $364K 0.02% +381 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: 838 shares; 2024Q4: 839 shares; 2025Q1: 848 shares; 2025Q2: 838 shares; 2025Q3: 1,104 shares; 2025Q4: 1,204 shares 1,204 $364K 0.02% +100 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,952 shares; 2025Q3: 10,383 shares; 2025Q4: 10,337 shares 10,337 $362K 0.02% -46 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,710 shares; 2025Q1: 1,795 shares; 2025Q2: 1,771 shares; 2025Q3: 1,763 shares; 2025Q4: 1,429 shares 1,429 $359K 0.02% -334 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 4,899 shares; 2025Q1: 3,439 shares; 2025Q2: 3,439 shares; 2025Q3: 3,554 shares; 2025Q4: 4,036 shares 4,036 $357K 0.02% +482 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,267 shares; 2025Q1: 3,156 shares; 2025Q2: 3,211 shares; 2025Q3: 3,324 shares; 2025Q4: 2,790 shares 2,790 $356K 0.02% -534 Timeline STXK 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: 15,311 shares; 2024Q4: 15,311 shares; 2025Q1: 15,422 shares; 2025Q2: 10,963 shares; 2025Q3: 11,018 shares; 2025Q4: 10,691 shares 10,691 $356K 0.02% -327 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,739 shares; 2025Q2: 10,334 shares; 2025Q3: 10,935 shares; 2025Q4: 7,125 shares 7,125 $354K 0.02% -3,810 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,562 shares; 2025Q3: 6,545 shares; 2025Q4: 6,681 shares 6,681 $353K 0.02% +136 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: not reported; 2024Q4: 5,098 shares; 2025Q1: 5,098 shares; 2025Q2: 4,098 shares; 2025Q3: 3,673 shares; 2025Q4: 3,780 shares 3,780 $351K 0.02% +107 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: 2,136 shares; 2024Q4: 2,688 shares; 2025Q1: 2,930 shares; 2025Q2: 2,966 shares; 2025Q3: 3,771 shares; 2025Q4: 4,416 shares 4,416 $350K 0.02% +645 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,935 shares; 2024Q4: 13,396 shares; 2025Q1: 10,762 shares; 2025Q2: 11,382 shares; 2025Q3: 13,690 shares; 2025Q4: 14,480 shares 14,480 $348K 0.02% +790 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: 11,997 shares; 2024Q4: 12,958 shares; 2025Q1: 13,519 shares; 2025Q2: 12,424 shares; 2025Q3: 13,109 shares; 2025Q4: 15,531 shares 15,531 $346K 0.02% +2,422 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,381 shares; 2025Q1: 1,671 shares; 2025Q2: 2,941 shares; 2025Q3: 3,631 shares; 2025Q4: 2,656 shares 2,656 $343K 0.02% -975 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,715 shares; 2025Q1: 5,415 shares; 2025Q2: 5,415 shares; 2025Q3: 5,415 shares; 2025Q4: 5,415 shares 5,415 $342K 0.02% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,652 shares; 2025Q1: 8,877 shares; 2025Q2: 8,877 shares; 2025Q3: 8,877 shares; 2025Q4: 8,877 shares 8,877 $341K 0.02% 0 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: 5,074 shares; 2024Q4: 5,028 shares; 2025Q1: 4,993 shares; 2025Q2: 4,933 shares; 2025Q3: 4,946 shares; 2025Q4: 4,636 shares 4,636 $341K 0.02% -310 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 23,500 shares; 2025Q1: 24,752 shares; 2025Q2: 32,208 shares; 2025Q3: 32,216 shares; 2025Q4: 25,123 shares 25,123 $341K 0.02% -7,093 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,491 shares 1,491 $340K 0.02% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,234 shares; 2024Q4: 5,029 shares; 2025Q1: 5,116 shares; 2025Q2: 4,992 shares; 2025Q3: 4,964 shares; 2025Q4: 4,962 shares 4,962 $338K 0.02% -2 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,698 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,710 shares; 2025Q3: 5,472 shares; 2025Q4: 6,411 shares 6,411 $337K 0.02% +939 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 2,038 shares; 2025Q1: 1,934 shares; 2025Q2: 1,318 shares; 2025Q3: 1,532 shares; 2025Q4: 1,498 shares 1,498 $337K 0.02% -34 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: not reported; 2024Q4: 12,509 shares; 2025Q1: 13,370 shares; 2025Q2: 13,355 shares; 2025Q3: 11,823 shares; 2025Q4: 11,749 shares 11,749 $336K 0.02% -74 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 6,076 shares; 2025Q1: 6,223 shares; 2025Q2: 6,287 shares; 2025Q3: 6,363 shares; 2025Q4: 6,381 shares 6,381 $336K 0.02% +18 Timeline ARKQ 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: 4,012 shares; 2024Q4: 3,892 shares; 2025Q1: not reported; 2025Q2: 2,923 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares 2,923 $335K 0.02% 0 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,750 shares; 2024Q4: 17,750 shares; 2025Q1: 17,750 shares; 2025Q2: 17,750 shares; 2025Q3: 17,750 shares; 2025Q4: 17,750 shares 17,750 $333K 0.02% 0 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: not reported; 2024Q4: 3,439 shares; 2025Q1: not reported; 2025Q2: 3,658 shares; 2025Q3: not reported; 2025Q4: 8,954 shares 8,954 $331K 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 883 shares; 2025Q1: 956 shares; 2025Q2: 1,227 shares; 2025Q3: 938 shares; 2025Q4: 1,101 shares 1,101 $326K 0.02% +163 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,136 shares; 2024Q4: 6,136 shares; 2025Q1: 6,921 shares; 2025Q2: 6,136 shares; 2025Q3: 6,136 shares; 2025Q4: 6,136 shares 6,136 $326K 0.02% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,329 shares; 2025Q1: 3,275 shares; 2025Q2: 3,333 shares; 2025Q3: 3,221 shares; 2025Q4: 2,971 shares 2,971 $325K 0.02% -250 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: 4,780 shares; 2024Q4: 5,147 shares; 2025Q1: 4,652 shares; 2025Q2: 5,162 shares; 2025Q3: 5,170 shares; 2025Q4: 5,552 shares 5,552 $324K 0.02% +382 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,665 shares 1,665 $324K 0.02% new Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,025 shares; 2025Q3: 14,377 shares; 2025Q4: 14,164 shares 14,164 $324K 0.02% -213 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,281 shares; 2025Q1: 2,281 shares; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 2,281 shares 2,281 $323K 0.02% 0 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,056 shares; 2025Q3: 5,592 shares; 2025Q4: 5,592 shares 5,592 $320K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,605 shares; 2025Q1: 1,707 shares; 2025Q2: 1,552 shares; 2025Q3: 1,431 shares; 2025Q4: 1,455 shares 1,455 $319K 0.02% +24 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 7,227 shares; 2025Q1: 7,964 shares; 2025Q2: 7,981 shares; 2025Q3: 6,677 shares; 2025Q4: 6,679 shares 6,679 $319K 0.02% +2 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 476 shares; 2025Q4: 862 shares 862 $319K 0.02% +386 Timeline DON 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: 6,262 shares; 2024Q4: 6,274 shares; 2025Q1: 6,285 shares; 2025Q2: 6,119 shares; 2025Q3: 6,129 shares; 2025Q4: 6,142 shares 6,142 $317K 0.02% +13 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,303 shares; 2024Q4: 7,118 shares; 2025Q1: 8,113 shares; 2025Q2: 7,838 shares; 2025Q3: 7,499 shares; 2025Q4: 5,896 shares 5,896 $316K 0.02% -1,603 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,819 shares; 2025Q1: 6,122 shares; 2025Q2: 5,530 shares; 2025Q3: 7,032 shares; 2025Q4: 7,040 shares 7,040 $315K 0.02% +8 Timeline UPRO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,697 shares; 2025Q3: 2,699 shares; 2025Q4: 2,710 shares 2,710 $314K 0.02% +11 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: 8,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,712 shares; 2025Q3: 14,246 shares; 2025Q4: 18,152 shares 18,152 $313K 0.02% +3,906 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: not reported; 2024Q4: 221 shares; 2025Q1: 225 shares; 2025Q2: 224 shares; 2025Q3: 278 shares; 2025Q4: 310 shares 310 $312K 0.02% +32 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: 10,260 shares; 2024Q4: 10,020 shares; 2025Q1: 9,760 shares; 2025Q2: 5,223 shares; 2025Q3: 5,223 shares; 2025Q4: 6,614 shares 6,614 $310K 0.02% +1,391 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,191 shares 14,191 $309K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 605 shares; 2025Q1: 604 shares; 2025Q2: 588 shares; 2025Q3: 510 shares; 2025Q4: 604 shares 604 $309K 0.02% +94 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: 14,860 shares; 2024Q4: 14,860 shares; 2025Q1: 13,360 shares; 2025Q2: 6,165 shares; 2025Q3: 6,085 shares; 2025Q4: 6,075 shares 6,075 $307K 0.02% -10 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,430 shares; 2025Q3: 3,970 shares; 2025Q4: 4,035 shares 4,035 $305K 0.02% +65 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,040 shares; 2025Q4: 7,963 shares 7,963 $305K 0.02% +1,923 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 1,857 shares; 2025Q1: 1,516 shares; 2025Q2: 1,484 shares; 2025Q3: 1,944 shares; 2025Q4: 1,882 shares 1,882 $305K 0.02% -62 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,862 shares; 2025Q4: 5,066 shares 5,066 $304K 0.02% +1,204 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 4,177 shares; 2025Q1: 3,386 shares; 2025Q2: 3,217 shares; 2025Q3: 3,095 shares; 2025Q4: 3,493 shares 3,493 $304K 0.02% +398 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,608 shares; 2025Q2: 14,438 shares; 2025Q3: 17,327 shares; 2025Q4: 15,904 shares 15,904 $304K 0.02% -1,423 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,603 shares; 2025Q1: 1,381 shares; 2025Q2: 1,438 shares; 2025Q3: 1,532 shares; 2025Q4: 1,498 shares 1,498 $304K 0.02% -34 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 6,978 shares; 2025Q1: 7,076 shares; 2025Q2: 9,242 shares; 2025Q3: 10,590 shares; 2025Q4: 8,310 shares 8,310 $303K 0.02% -2,280 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 794 shares; 2025Q3: 1,044 shares; 2025Q4: 1,058 shares 1,058 $302K 0.02% +14 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: 5,557 shares; 2024Q4: 5,507 shares; 2025Q1: not reported; 2025Q2: 3,882 shares; 2025Q3: 4,177 shares; 2025Q4: 3,281 shares 3,281 $300K 0.02% -896 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,355 shares; 2024Q4: 28,425 shares; 2025Q1: 28,366 shares; 2025Q2: 28,351 shares; 2025Q3: 28,386 shares; 2025Q4: 28,393 shares 28,393 $300K 0.02% +7 Timeline USSH 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: 14,591 shares; 2024Q4: 8,251 shares; 2025Q1: 5,963 shares; 2025Q2: 5,903 shares; 2025Q3: 5,903 shares; 2025Q4: 5,903 shares 5,903 $300K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,591 shares; 2024Q4: 6,599 shares; 2025Q1: not reported; 2025Q2: 6,063 shares; 2025Q3: 5,121 shares; 2025Q4: 6,030 shares 6,030 $296K 0.02% +909 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 6,498 shares; 2025Q1: 5,638 shares; 2025Q2: 5,688 shares; 2025Q3: 5,753 shares; 2025Q4: 4,895 shares 4,895 $295K 0.02% -858 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,326 shares; 2025Q1: 4,326 shares; 2025Q2: 4,336 shares; 2025Q3: 4,336 shares; 2025Q4: 4,348 shares 4,348 $292K 0.02% +12 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: 890 shares; 2024Q4: 890 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $292K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,321 shares; 2024Q4: 12,330 shares; 2025Q1: 5,630 shares; 2025Q2: 4,298 shares; 2025Q3: 4,756 shares; 2025Q4: 3,960 shares 3,960 $291K 0.02% -796 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 868 shares; 2025Q2: 756 shares; 2025Q3: 850 shares; 2025Q4: 746 shares 746 $290K 0.02% -104 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,707 shares; 2025Q3: 3,953 shares; 2025Q4: 4,673 shares 4,673 $290K 0.02% +720 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,423 shares; 2024Q4: 29,774 shares; 2025Q1: 27,925 shares; 2025Q2: 28,921 shares; 2025Q3: 23,215 shares; 2025Q4: 23,259 shares 23,259 $290K 0.02% +44 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,469 shares; 2025Q4: 2,925 shares 2,925 $289K 0.02% +456 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,145 shares; 2025Q1: 2,067 shares; 2025Q2: 2,363 shares; 2025Q3: 1,997 shares; 2025Q4: 2,736 shares 2,736 $289K 0.02% +739 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,746 shares; 2025Q1: 2,743 shares; 2025Q2: 2,721 shares; 2025Q3: 2,795 shares; 2025Q4: 3,247 shares 3,247 $286K 0.02% +452 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,653 shares; 2025Q2: 3,736 shares; 2025Q3: 4,475 shares; 2025Q4: 3,532 shares 3,532 $286K 0.02% -943 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 2,140 shares; 2025Q3: 2,150 shares; 2025Q4: 1,901 shares 1,901 $286K 0.02% -249 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,303 shares; 2025Q1: 4,591 shares; 2025Q2: 4,154 shares; 2025Q3: 3,944 shares; 2025Q4: 4,221 shares 4,221 $285K 0.02% +277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 466 shares 466 $285K 0.02% +118 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 1,990 shares; 2025Q1: 2,023 shares; 2025Q2: 2,927 shares; 2025Q3: 2,876 shares; 2025Q4: 2,255 shares 2,255 $284K 0.02% -621 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,022 shares; 2025Q4: 3,068 shares 3,068 $284K 0.02% +46 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,459 shares 2,459 $282K 0.02% new 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: 1,328 shares; 2024Q4: 1,290 shares; 2025Q1: 1,132 shares; 2025Q2: 1,211 shares; 2025Q3: 1,555 shares; 2025Q4: 1,087 shares 1,087 $282K 0.02% -468 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,880 shares; 2025Q3: 6,889 shares; 2025Q4: 7,457 shares 7,457 $282K 0.02% +568 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,707 shares; 2024Q4: 15,230 shares; 2025Q1: 17,176 shares; 2025Q2: 14,734 shares; 2025Q3: 13,683 shares; 2025Q4: 14,287 shares 14,287 $282K 0.02% +604 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,197 shares; 2025Q1: 3,191 shares; 2025Q2: 3,131 shares; 2025Q3: 3,974 shares; 2025Q4: 3,163 shares 3,163 $280K 0.02% -811 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: not reported; 2025Q1: 7,352 shares; 2025Q2: 7,352 shares; 2025Q3: 8,302 shares; 2025Q4: 8,231 shares 8,231 $280K 0.02% -71 Timeline DJUL 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: 5,565 shares; 2024Q4: 5,565 shares; 2025Q1: 5,565 shares; 2025Q2: 5,565 shares; 2025Q3: 5,885 shares; 2025Q4: 5,885 shares 5,885 $280K 0.02% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,274 shares; 2025Q1: 7,246 shares; 2025Q2: not reported; 2025Q3: 8,743 shares; 2025Q4: 10,594 shares 10,594 $279K 0.02% +1,851 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 2,955 shares; 2025Q2: 3,740 shares; 2025Q3: 3,748 shares; 2025Q4: 3,760 shares 3,760 $279K 0.02% +12 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,405 shares; 2024Q4: 2,456 shares; 2025Q1: 2,614 shares; 2025Q2: 2,726 shares; 2025Q3: 2,727 shares; 2025Q4: 2,854 shares 2,854 $277K 0.02% +127 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 417 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 478 shares; 2025Q4: 528 shares 528 $276K 0.02% +50 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,367 shares; 2025Q2: 9,187 shares; 2025Q3: 8,972 shares; 2025Q4: 7,182 shares 7,182 $275K 0.02% -1,790 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: 6,365 shares; 2025Q1: 6,486 shares; 2025Q2: 5,924 shares; 2025Q3: 5,924 shares; 2025Q4: 5,691 shares 5,691 $275K 0.02% -233 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: not reported; 2024Q4: 9,197 shares; 2025Q1: 7,359 shares; 2025Q2: 7,386 shares; 2025Q3: 7,464 shares; 2025Q4: 6,820 shares 6,820 $274K 0.02% -644 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714 shares; 2025Q4: 690 shares 690 $274K 0.02% -24 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares 487 $274K 0.02% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,657 shares; 2025Q3: 1,392 shares; 2025Q4: 1,580 shares 1,580 $273K 0.02% +188 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 2,883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,534 shares; 2025Q4: 3,092 shares 3,092 $273K 0.02% +558 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,654 shares; 2025Q4: 5,255 shares 5,255 $272K 0.02% -399 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,680 shares 1,680 $271K 0.02% +630 Timeline TMED 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares 9,100 $270K 0.02% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares 2,620 $270K 0.02% 0 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: 6,995 shares; 2024Q4: 6,995 shares; 2025Q1: 6,995 shares; 2025Q2: 6,995 shares; 2025Q3: 6,995 shares; 2025Q4: 6,995 shares 6,995 $269K 0.02% 0 Timeline ANEW 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: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 7,330 shares; 2025Q2: 7,530 shares; 2025Q3: 5,358 shares; 2025Q4: 5,358 shares 5,358 $269K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,815 shares; 2025Q4: 1,855 shares 1,855 $267K 0.02% +40 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,033 shares 2,033 $267K 0.02% new Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,210 shares; 2025Q3: 13,157 shares; 2025Q4: 13,176 shares 13,176 $267K 0.02% +19 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: 15,527 shares; 2024Q4: 11,187 shares; 2025Q1: 11,434 shares; 2025Q2: 12,711 shares; 2025Q3: 17,641 shares; 2025Q4: 14,771 shares 14,771 $266K 0.02% -2,870 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,768 shares; 2025Q4: 3,788 shares 3,788 $266K 0.02% +1,020 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,260 shares; 2025Q4: 6,305 shares 6,305 $265K 0.02% +1,045 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,734 shares; 2024Q4: 25,741 shares; 2025Q1: 26,292 shares; 2025Q2: 26,320 shares; 2025Q3: 26,347 shares; 2025Q4: 28,671 shares 28,671 $263K 0.01% +2,324 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 4,261 shares; 2025Q1: 4,257 shares; 2025Q2: 4,300 shares; 2025Q3: 4,219 shares; 2025Q4: 3,051 shares 3,051 $263K 0.01% -1,168 Timeline BUFD 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: 8,852 shares; 2024Q4: 8,002 shares; 2025Q1: 8,902 shares; 2025Q2: 8,902 shares; 2025Q3: 8,902 shares; 2025Q4: 9,262 shares 9,262 $262K 0.01% +360 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: 8,142 shares; 2024Q4: 7,428 shares; 2025Q1: 8,190 shares; 2025Q2: 8,194 shares; 2025Q3: 7,572 shares; 2025Q4: 5,155 shares 5,155 $261K 0.01% -2,417 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,720 shares; 2025Q1: 17,333 shares; 2025Q2: 16,861 shares; 2025Q3: 17,088 shares; 2025Q4: 17,864 shares 17,864 $260K 0.01% +776 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,391 shares; 2025Q4: 2,467 shares 2,467 $260K 0.01% +76 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 545 shares; 2025Q1: 529 shares; 2025Q2: 531 shares; 2025Q3: 515 shares; 2025Q4: 676 shares 676 $259K 0.01% +161 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: not reported; 2025Q1: 3,815 shares; 2025Q2: 5,609 shares; 2025Q3: 1,630 shares; 2025Q4: 1,609 shares 1,609 $259K 0.01% -21 Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,588 shares; 2025Q3: 5,584 shares; 2025Q4: 5,610 shares 5,610 $257K 0.01% +26 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,410 shares; 2024Q4: 17,410 shares; 2025Q1: 16,310 shares; 2025Q2: 15,710 shares; 2025Q3: 15,710 shares; 2025Q4: 5,196 shares 5,196 $257K 0.01% -10,514 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,477 shares 2,477 $257K 0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,557 shares; 2025Q2: not reported; 2025Q3: 4,318 shares; 2025Q4: 5,291 shares 5,291 $256K 0.01% +973 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,298 shares; 2025Q2: 3,220 shares; 2025Q3: 3,229 shares; 2025Q4: 3,468 shares 3,468 $255K 0.01% +239 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,893 shares 3,893 $253K 0.01% new 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: 2,540 shares; 2024Q4: 2,396 shares; 2025Q1: 2,398 shares; 2025Q2: 1,929 shares; 2025Q3: 1,932 shares; 2025Q4: 1,923 shares 1,923 $253K 0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,291 shares; 2025Q3: 1,270 shares; 2025Q4: 1,233 shares 1,233 $253K 0.01% -37 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: 948 shares; 2024Q4: 940 shares; 2025Q1: 929 shares; 2025Q2: 879 shares; 2025Q3: 1,041 shares; 2025Q4: 1,129 shares 1,129 $253K 0.01% +88 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,244 shares; 2024Q4: 11,244 shares; 2025Q1: 11,244 shares; 2025Q2: 11,244 shares; 2025Q3: 11,244 shares; 2025Q4: 11,244 shares 11,244 $251K 0.01% 0 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: 4,189 shares; 2024Q4: 3,947 shares; 2025Q1: 7,109 shares; 2025Q2: 3,135 shares; 2025Q3: 2,530 shares; 2025Q4: 2,827 shares 2,827 $251K 0.01% +297 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,538 shares; 2025Q3: 3,851 shares; 2025Q4: 3,992 shares 3,992 $249K 0.01% +141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,202 shares; 2025Q3: 3,202 shares; 2025Q4: 3,202 shares 3,202 $248K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 714 shares; 2025Q4: 885 shares 885 $247K 0.01% +171 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares; 2025Q4: 1,174 shares 1,174 $245K 0.01% +40 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,686 shares 3,686 $245K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 521 shares 521 $245K 0.01% +87 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: 2,318 shares; 2024Q4: 2,621 shares; 2025Q1: 2,977 shares; 2025Q2: 2,750 shares; 2025Q3: 2,806 shares; 2025Q4: 2,565 shares 2,565 $245K 0.01% -241 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,403 shares; 2025Q1: 3,096 shares; 2025Q2: 3,016 shares; 2025Q3: 2,980 shares; 2025Q4: 3,073 shares 3,073 $245K 0.01% +93 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,988 shares; 2024Q4: 12,820 shares; 2025Q1: 7,945 shares; 2025Q2: 8,052 shares; 2025Q3: 5,289 shares; 2025Q4: 4,795 shares 4,795 $244K 0.01% -494 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $243K 0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 5,197 shares; 2025Q1: 4,197 shares; 2025Q2: 5,197 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $243K 0.01% 0 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,696 shares; 2024Q4: 40,696 shares; 2025Q1: 40,696 shares; 2025Q2: 40,696 shares; 2025Q3: 40,696 shares; 2025Q4: 40,696 shares 40,696 $243K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 4,206 shares; 2025Q1: 3,198 shares; 2025Q2: not reported; 2025Q3: 3,813 shares; 2025Q4: 4,437 shares 4,437 $242K 0.01% +624 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares; 2025Q4: 1,089 shares 1,089 $242K 0.01% -45 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,772 shares 1,772 $241K 0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,006 shares; 2025Q3: 5,684 shares; 2025Q4: 5,766 shares 5,766 $241K 0.01% +82 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,280 shares 1,280 $241K 0.01% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,244 shares 5,244 $240K 0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,386 shares 5,386 $240K 0.01% new Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,868 shares 1,868 $240K 0.01% new 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: 1,794 shares; 2024Q4: 2,233 shares; 2025Q1: 2,506 shares; 2025Q2: 2,502 shares; 2025Q3: 2,323 shares; 2025Q4: 2,123 shares 2,123 $240K 0.01% -200 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,240 shares; 2025Q4: 3,086 shares 3,086 $239K 0.01% +846 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,560 shares; 2024Q4: 8,470 shares; 2025Q1: 8,170 shares; 2025Q2: 3,920 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares 2,340 $238K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares 381 $238K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 759 shares 759 $237K 0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,933 shares; 2025Q4: 1,968 shares 1,968 $236K 0.01% +35 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,010 shares 4,010 $236K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,581 shares 3,581 $234K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656 shares 4,656 $233K 0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,108 shares 7,108 $232K 0.01% new 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: 4,951 shares; 2024Q4: not reported; 2025Q1: 5,103 shares; 2025Q2: 5,128 shares; 2025Q3: 5,128 shares; 2025Q4: 5,128 shares 5,128 $231K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 472 shares 472 $230K 0.01% new Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,403 shares; 2025Q4: 11,395 shares 11,395 $229K 0.01% +992 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,847 shares 3,847 $228K 0.01% -83 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,930 shares 1,930 $227K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 781 shares; 2025Q4: 700 shares 700 $227K 0.01% -81 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,771 shares; 2025Q4: 5,731 shares 5,731 $226K 0.01% -40 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares 1,247 $226K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,585 shares 2,585 $225K 0.01% new 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: 27,529 shares; 2024Q4: 27,005 shares; 2025Q1: 25,152 shares; 2025Q2: 12,170 shares; 2025Q3: not reported; 2025Q4: 9,637 shares 9,637 $225K 0.01% new 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: not reported; 2024Q4: 2,487 shares; 2025Q1: 2,763 shares; 2025Q2: 2,894 shares; 2025Q3: not reported; 2025Q4: 2,836 shares 2,836 $225K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,495 shares; 2025Q1: 1,392 shares; 2025Q2: 1,405 shares; 2025Q3: 1,543 shares; 2025Q4: 1,436 shares 1,436 $225K 0.01% -107 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,207 shares; 2025Q1: 1,316 shares; 2025Q2: 1,521 shares; 2025Q3: 1,121 shares; 2025Q4: 1,010 shares 1,010 $225K 0.01% -111 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,281 shares 1,281 $225K 0.01% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,994 shares; 2024Q4: 17,184 shares; 2025Q1: 13,244 shares; 2025Q2: 12,774 shares; 2025Q3: 10,220 shares; 2025Q4: 9,346 shares 9,346 $223K 0.01% -874 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,262 shares 2,262 $223K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,332 shares; 2025Q1: not reported; 2025Q2: 2,172 shares; 2025Q3: 2,509 shares; 2025Q4: 2,232 shares 2,232 $223K 0.01% -277 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,640 shares 2,640 $222K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,852 shares; 2025Q4: 4,852 shares 4,852 $221K 0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 525 shares 525 $219K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares 4,679 $219K 0.01% new 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: 9,175 shares; 2024Q4: 9,384 shares; 2025Q1: 7,610 shares; 2025Q2: 8,816 shares; 2025Q3: 8,875 shares; 2025Q4: 9,025 shares 9,025 $219K 0.01% +150 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares 2,453 $219K 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 945 shares; 2025Q4: 899 shares 899 $218K 0.01% -46 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,761 shares; 2025Q4: 3,260 shares 3,260 $218K 0.01% +499 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,962 shares; 2025Q4: 5,753 shares 5,753 $218K 0.01% -209 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,536 shares 1,536 $218K 0.01% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,371 shares; 2025Q4: 11,238 shares 11,238 $218K 0.01% +867 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares 17,000 $217K 0.01% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,990 shares; 2025Q4: 2,992 shares 2,992 $215K 0.01% +2 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: 15,854 shares; 2024Q4: 17,131 shares; 2025Q1: 15,209 shares; 2025Q2: 17,338 shares; 2025Q3: 18,678 shares; 2025Q4: 19,699 shares 19,699 $215K 0.01% +1,021 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares 747 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,401 shares 1,401 $214K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,653 shares; 2025Q4: 3,334 shares 3,334 $214K 0.01% -319 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,476 shares 4,476 $214K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares 2,330 $213K 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: 4,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,772 shares 2,772 $213K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,487 shares 3,487 $212K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,076 shares; 2025Q4: 12,194 shares 12,194 $212K 0.01% +2,118 Timeline AGG 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: 281,910 shares; 2024Q4: 2,394 shares; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: 2,099 shares; 2025Q4: 2,118 shares 2,118 $212K 0.01% +19 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares 3,003 $211K 0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,945 shares 1,945 $211K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584 shares 584 $210K 0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,619 shares 2,619 $210K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,729 shares; 2025Q1: 1,861 shares; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 2,039 shares 2,039 $210K 0.01% +173 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,705 shares 2,705 $209K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,390 shares 7,390 $207K 0.01% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,494 shares 1,494 $207K 0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,753 shares 3,753 $207K 0.01% +3 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,691 shares; 2025Q3: 2,740 shares; 2025Q4: 2,555 shares 2,555 $206K 0.01% -185 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,362 shares 1,362 $205K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares 371 $205K 0.01% new 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: 9,314 shares; 2024Q4: 9,617 shares; 2025Q1: 3,898 shares; 2025Q2: 3,468 shares; 2025Q3: 3,092 shares; 2025Q4: 3,081 shares 3,081 $204K 0.01% -11 Timeline TTEQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,265 shares; 2025Q4: 6,265 shares 6,265 $204K 0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 837 shares 837 $202K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,122 shares 1,122 $202K 0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 854 shares; 2025Q4: 595 shares 595 $202K 0.01% -259 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 952 shares 952 $202K 0.01% new Timeline SBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,623 shares 10,623 $201K 0.01% new Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,532 shares; 2024Q4: 16,532 shares; 2025Q1: 16,637 shares; 2025Q2: 16,640 shares; 2025Q3: 16,642 shares; 2025Q4: 16,644 shares 16,644 $196K 0.01% +2 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,942 shares; 2024Q4: 17,035 shares; 2025Q1: 12,650 shares; 2025Q2: 12,650 shares; 2025Q3: 12,650 shares; 2025Q4: 12,650 shares 12,650 $193K 0.01% 0 Timeline WNEB WESTERN NEW ENG BANCORP INC More: the full row for WESTERN NEW ENG BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,583 shares; 2024Q4: 15,599 shares; 2025Q1: 13,584 shares; 2025Q2: 13,584 shares; 2025Q3: 13,620 shares; 2025Q4: 13,627 shares 13,627 $172K 0.01% +7 Timeline BBLU 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: 10,527 shares; 2024Q4: 10,527 shares; 2025Q1: 10,527 shares; 2025Q2: 10,527 shares; 2025Q3: 10,527 shares; 2025Q4: 10,527 shares 10,527 $161K 0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 12,234 shares; 2025Q1: 15,361 shares; 2025Q2: 15,370 shares; 2025Q3: 16,073 shares; 2025Q4: 16,428 shares 16,428 $141K 0.01% +355 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: 11,583 shares; 2024Q4: 11,617 shares; 2025Q1: 11,671 shares; 2025Q2: 13,925 shares; 2025Q3: 13,987 shares; 2025Q4: 14,049 shares 14,049 $140K 0.01% +62 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,502 shares 10,502 $139K 0.01% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $135K 0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,526 shares; 2024Q4: 27,955 shares; 2025Q1: 25,605 shares; 2025Q2: 26,612 shares; 2025Q3: 27,415 shares; 2025Q4: 22,884 shares 22,884 $132K 0.01% -4,531 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,012 shares; 2024Q4: 10,019 shares; 2025Q1: 10,017 shares; 2025Q2: 10,082 shares; 2025Q3: 10,217 shares; 2025Q4: 10,216 shares 10,216 $128K 0.01% -1 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,263 shares; 2025Q2: not reported; 2025Q3: 10,411 shares; 2025Q4: 10,711 shares 10,711 $125K 0.01% +300 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 13,310 shares; 2025Q3: 11,348 shares; 2025Q4: 12,141 shares 12,141 $125K 0.01% +793 Timeline SPRU SPRUCE POWER HOLDING CORP More: the full row for SPRUCE POWER HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,137 shares; 2024Q4: 24,137 shares; 2025Q1: 24,137 shares; 2025Q2: 24,137 shares; 2025Q3: 24,137 shares; 2025Q4: 24,137 shares 24,137 $123K 0.01% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,880 shares; 2025Q4: 14,681 shares 14,681 $118K 0.01% -199 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,844 shares; 2025Q1: 13,886 shares; 2025Q2: 13,305 shares; 2025Q3: 11,953 shares; 2025Q4: 12,028 shares 12,028 $111K 0.01% +75 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,127 shares; 2024Q4: 18,726 shares; 2025Q1: 17,856 shares; 2025Q2: 19,535 shares; 2025Q3: 20,905 shares; 2025Q4: 23,504 shares 23,504 $107K 0.01% +2,599 Timeline INLX INTELLINETICS INC More: the full row for INTELLINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,338 shares 11,338 $90.4K 0.01% new Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,126 shares; 2024Q4: 24,304 shares; 2025Q1: 24,055 shares; 2025Q2: 24,076 shares; 2025Q3: 24,505 shares; 2025Q4: 24,518 shares 24,518 $70.6K <0.01% +13 Timeline ICCC IMMUCELL CORP More: the full row for IMMUCELL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $67.7K <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,825 shares; 2025Q4: 11,073 shares 11,073 $64.6K <0.01% -752 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,627 shares 12,627 $62.8K <0.01% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,132 shares; 2025Q3: 29,117 shares; 2025Q4: 14,942 shares 14,942 $61.1K <0.01% -14,175 Timeline XAWPX ABRDN GLOBAL PREMIER PROPERT More: the full row for ABRDN GLOBAL PREMIER PROPERT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,466 shares; 2025Q2: 11,466 shares; 2025Q3: 11,466 shares; 2025Q4: 11,466 shares 11,466 $44K <0.01% 0 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,533 shares; 2025Q2: not reported; 2025Q3: 10,710 shares; 2025Q4: 12,728 shares 12,728 $42.5K <0.01% +2,018 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,595 shares; 2025Q2: 39,595 shares; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $27K <0.01% new Timeline