SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,005 shares; 2024Q4: 621,000 shares; 2025Q1: 807,837 shares; 2025Q2: 786,715 shares; 2025Q3: 202,693 shares; 2025Q4: 169,293 shares 169,293 $3.19M <0.01% -33,400 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,682,262 shares; 2024Q4: 438,995 shares; 2025Q1: 386,874 shares; 2025Q2: 354,041 shares; 2025Q3: 331,620 shares; 2025Q4: 314,996 shares 314,996 $3.18M <0.01% -16,624 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,514 shares; 2025Q1: 3,891 shares; 2025Q2: 11,982 shares; 2025Q3: 16,574 shares; 2025Q4: 25,627 shares 25,627 $3.16M <0.01% +9,053 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,833 shares; 2024Q4: 29,789 shares; 2025Q1: 28,579 shares; 2025Q2: 22,960 shares; 2025Q3: 21,572 shares; 2025Q4: 33,637 shares 33,637 $3.13M <0.01% +12,065 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,865 shares; 2024Q4: 17,742 shares; 2025Q1: 18,122 shares; 2025Q2: 18,780 shares; 2025Q3: 18,522 shares; 2025Q4: 19,207 shares 19,207 $3.12M <0.01% +685 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,816 shares; 2024Q4: 14,513 shares; 2025Q1: 20,536 shares; 2025Q2: 23,281 shares; 2025Q3: 26,191 shares; 2025Q4: 32,463 shares 32,463 $3.12M <0.01% +6,272 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,623 shares; 2024Q4: 72,628 shares; 2025Q1: 68,181 shares; 2025Q2: 20,789 shares; 2025Q3: 26,096 shares; 2025Q4: 39,202 shares 39,202 $3.1M <0.01% +13,106 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 4,179 shares; 2025Q1: 2,094 shares; 2025Q2: 3,004 shares; 2025Q3: 12,580 shares; 2025Q4: 14,717 shares 14,717 $3.1M <0.01% +2,137 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: 1,689,485 shares; 2024Q4: 927,188 shares; 2025Q1: 18,194 shares; 2025Q2: 11,691 shares; 2025Q3: 10,747 shares; 2025Q4: 10,919 shares 10,919 $3.09M <0.01% +172 Timeline BOTZ 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: 223,782 shares; 2024Q4: 204,624 shares; 2025Q1: 108,014 shares; 2025Q2: 93,733 shares; 2025Q3: 87,017 shares; 2025Q4: 85,025 shares 85,025 $3.08M <0.01% -1,992 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,871 shares; 2024Q4: 205,877 shares; 2025Q1: 178,544 shares; 2025Q2: 153,295 shares; 2025Q3: 133,147 shares; 2025Q4: 105,065 shares 105,065 $3.08M <0.01% -28,082 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: 5,205,983 shares; 2024Q4: 4,961,552 shares; 2025Q1: 159,900 shares; 2025Q2: 67,962 shares; 2025Q3: 58,209 shares; 2025Q4: 51,760 shares 51,760 $3.07M <0.01% -6,449 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,946 shares; 2025Q2: 235,158 shares; 2025Q3: 225,576 shares; 2025Q4: 15,380 shares 15,380 $3.04M <0.01% -210,196 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 10,606 shares; 2025Q1: 6,950 shares; 2025Q2: 10,700 shares; 2025Q3: 26,052 shares; 2025Q4: 24,435 shares 24,435 $3M <0.01% -1,617 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,973 shares; 2024Q4: 14,802 shares; 2025Q1: 15,773 shares; 2025Q2: 15,463 shares; 2025Q3: 16,991 shares; 2025Q4: 18,612 shares 18,612 $2.99M <0.01% +1,621 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,833 shares; 2024Q4: 23,068 shares; 2025Q1: 42,201 shares; 2025Q2: 38,849 shares; 2025Q3: 75,442 shares; 2025Q4: 82,144 shares 82,144 $2.96M <0.01% +6,702 Timeline IJH 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: 13,416 shares; 2024Q4: 17,908 shares; 2025Q1: 18,990 shares; 2025Q2: 19,889 shares; 2025Q3: 36,467 shares; 2025Q4: 44,631 shares 44,631 $2.95M <0.01% +8,164 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,256 shares; 2024Q4: 209,730 shares; 2025Q1: 134,801 shares; 2025Q2: 82,135 shares; 2025Q3: 80,309 shares; 2025Q4: 61,698 shares 61,698 $2.87M <0.01% -18,611 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: 21,766 shares; 2025Q3: 20,105 shares; 2025Q4: 17,662 shares 17,662 $2.86M <0.01% -2,443 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,613 shares; 2024Q4: 104,657 shares; 2025Q1: 88,982 shares; 2025Q2: 71,741 shares; 2025Q3: 54,401 shares; 2025Q4: 53,079 shares 53,079 $2.86M <0.01% -1,322 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,275 shares; 2024Q4: 31,692 shares; 2025Q1: 31,738 shares; 2025Q2: 31,362 shares; 2025Q3: 27,890 shares; 2025Q4: 23,076 shares 23,076 $2.81M <0.01% -4,814 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: 14,275 shares; 2024Q4: 14,815 shares; 2025Q1: 17,188 shares; 2025Q2: 28,288 shares; 2025Q3: 27,044 shares; 2025Q4: 27,055 shares 27,055 $2.8M <0.01% +11 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 3,368 shares; 2025Q1: 6,281 shares; 2025Q2: 6,145 shares; 2025Q3: 7,037 shares; 2025Q4: 8,281 shares 8,281 $2.79M <0.01% +1,244 Timeline VTEB 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: 46,915 shares; 2024Q4: 73,446 shares; 2025Q1: 86,087 shares; 2025Q2: 73,853 shares; 2025Q3: 72,203 shares; 2025Q4: 55,347 shares 55,347 $2.78M <0.01% -16,856 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,286 shares; 2024Q4: 239,286 shares; 2025Q1: 239,286 shares; 2025Q2: 239,286 shares; 2025Q3: 239,286 shares; 2025Q4: 231,971 shares 231,971 $2.77M <0.01% -7,315 Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,948 shares; 2024Q4: 58,878 shares; 2025Q1: 58,878 shares; 2025Q2: 58,899 shares; 2025Q3: 58,878 shares; 2025Q4: 56,564 shares 56,564 $2.74M <0.01% -2,314 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,972 shares; 2024Q4: 32,180 shares; 2025Q1: 26,601 shares; 2025Q2: 26,581 shares; 2025Q3: 27,441 shares; 2025Q4: 27,677 shares 27,677 $2.71M <0.01% +236 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING 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: 1,574,625 shares 1,574,625 $2.69M <0.01% new Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,248 shares; 2024Q4: 44,248 shares; 2025Q1: 44,248 shares; 2025Q2: 44,248 shares; 2025Q3: 44,248 shares; 2025Q4: 50,085 shares 50,085 $2.69M <0.01% +5,837 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,392 shares; 2025Q1: 23,663 shares; 2025Q2: 22,311 shares; 2025Q3: 22,097 shares; 2025Q4: 20,259 shares 20,259 $2.65M <0.01% -1,838 Timeline INN SUMMIT HOTEL PPTYS More: the full row for SUMMIT HOTEL PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,317 shares; 2024Q4: 519,495 shares; 2025Q1: 498,013 shares; 2025Q2: 575,427 shares; 2025Q3: 575,425 shares; 2025Q4: 540,663 shares 540,663 $2.63M <0.01% -34,762 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,700 shares; 2024Q4: 75,471 shares; 2025Q1: 68,920 shares; 2025Q2: 48,926 shares; 2025Q3: 49,652 shares; 2025Q4: 41,069 shares 41,069 $2.59M <0.01% -8,583 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,866 shares; 2024Q4: 10,948 shares; 2025Q1: 18,807 shares; 2025Q2: 13,559 shares; 2025Q3: 17,903 shares; 2025Q4: 19,818 shares 19,818 $2.59M <0.01% +1,915 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,766 shares; 2024Q4: 66,795 shares; 2025Q1: 66,764 shares; 2025Q2: 66,786 shares; 2025Q3: 66,792 shares; 2025Q4: 66,823 shares 66,823 $2.59M <0.01% +31 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,556 shares; 2025Q1: 11,635 shares; 2025Q2: 9,038 shares; 2025Q3: 13,558 shares; 2025Q4: 14,449 shares 14,449 $2.57M <0.01% +891 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 4,713 shares; 2025Q1: 9,845 shares; 2025Q2: 5,442 shares; 2025Q3: 6,485 shares; 2025Q4: 6,463 shares 6,463 $2.56M <0.01% -22 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802,182 shares; 2024Q4: 7,524,297 shares; 2025Q1: 7,220,822 shares; 2025Q2: 7,020,730 shares; 2025Q3: 7,197,876 shares; 2025Q4: 889,836 shares 889,836 $2.53M <0.01% -6,308,040 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,242 shares; 2024Q4: 7,852 shares; 2025Q1: 7,915 shares; 2025Q2: 7,847 shares; 2025Q3: 8,058 shares; 2025Q4: 8,353 shares 8,353 $2.49M <0.01% +295 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,375 shares; 2024Q4: 103,793 shares; 2025Q1: 91,578 shares; 2025Q2: 68,204 shares; 2025Q3: 66,503 shares; 2025Q4: 52,729 shares 52,729 $2.46M <0.01% -13,774 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,471 shares; 2024Q4: 12,838 shares; 2025Q1: 13,227 shares; 2025Q2: 11,586 shares; 2025Q3: 11,100 shares; 2025Q4: 11,382 shares 11,382 $2.44M <0.01% +282 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: 3,967 shares; 2025Q1: 3,791 shares; 2025Q2: 3,317 shares; 2025Q3: 3,620 shares; 2025Q4: 9,825 shares 9,825 $2.42M <0.01% +6,205 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 7,744 shares; 2025Q1: 7,302 shares; 2025Q2: 7,684 shares; 2025Q3: 8,985 shares; 2025Q4: 10,911 shares 10,911 $2.4M <0.01% +1,926 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 4,570 shares; 2025Q1: 4,816 shares; 2025Q2: 5,785 shares; 2025Q3: 5,369 shares; 2025Q4: 6,414 shares 6,414 $2.4M <0.01% +1,045 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,205 shares; 2024Q4: 50,205 shares; 2025Q1: 48,279 shares; 2025Q2: 43,386 shares; 2025Q3: 41,631 shares; 2025Q4: 38,120 shares 38,120 $2.3M <0.01% -3,511 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,137 shares; 2025Q1: 2,007 shares; 2025Q2: 1,989 shares; 2025Q3: 9,429 shares; 2025Q4: 10,829 shares 10,829 $2.3M <0.01% +1,400 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,518 shares; 2024Q4: 85,866 shares; 2025Q1: 85,866 shares; 2025Q2: 85,866 shares; 2025Q3: 78,966 shares; 2025Q4: 72,496 shares 72,496 $2.26M <0.01% -6,470 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,643 shares; 2024Q4: 8,864 shares; 2025Q1: 8,732 shares; 2025Q2: 9,236 shares; 2025Q3: 9,664 shares; 2025Q4: 9,904 shares 9,904 $2.26M <0.01% +240 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST 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: 11,029 shares; 2025Q2: 48,129 shares; 2025Q3: 54,896 shares; 2025Q4: 123,062 shares 123,062 $2.25M <0.01% +68,166 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,912,085 shares; 2024Q4: 252,658 shares; 2025Q1: 111,479 shares; 2025Q2: 141,702 shares; 2025Q3: 148,410 shares; 2025Q4: 142,771 shares 142,771 $2.23M <0.01% -5,639 Timeline STC STEWART INFORMATION SVCS COR More: the full row for STEWART INFORMATION SVCS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,065 shares; 2024Q4: 31,065 shares; 2025Q1: 31,065 shares; 2025Q2: 31,066 shares; 2025Q3: 33,040 shares; 2025Q4: 31,081 shares 31,081 $2.18M <0.01% -1,959 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,888 shares; 2024Q4: 16,014 shares; 2025Q1: 16,297 shares; 2025Q2: 14,820 shares; 2025Q3: 14,580 shares; 2025Q4: 16,891 shares 16,891 $2.16M <0.01% +2,311 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,546 shares; 2024Q4: 13,966 shares; 2025Q1: 13,573 shares; 2025Q2: 13,545 shares; 2025Q3: 31,726 shares; 2025Q4: 35,290 shares 35,290 $2.1M <0.01% +3,564 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,528 shares; 2025Q1: 2,910 shares; 2025Q2: 2,662 shares; 2025Q3: 2,761 shares; 2025Q4: 7,071 shares 7,071 $2.08M <0.01% +4,310 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,545 shares 68,545 $2.07M <0.01% new 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: not reported; 2025Q4: 11,991 shares 11,991 $2.07M <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,598 shares; 2024Q4: 7,483 shares; 2025Q1: 5,114 shares; 2025Q2: 5,086 shares; 2025Q3: 5,098 shares; 2025Q4: 4,597 shares 4,597 $2.05M <0.01% -501 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,035 shares; 2024Q4: 239,078 shares; 2025Q1: 247,357 shares; 2025Q2: 266,074 shares; 2025Q3: 279,459 shares; 2025Q4: 278,709 shares 278,709 $2.04M <0.01% -750 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,700 shares; 2025Q4: 24,076 shares 24,076 $2.01M <0.01% +376 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,152 shares; 2024Q4: 41,152 shares; 2025Q1: 41,152 shares; 2025Q2: 39,331 shares; 2025Q3: 34,379 shares; 2025Q4: 32,664 shares 32,664 $2M <0.01% -1,715 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,751 shares; 2024Q4: 11,586 shares; 2025Q1: 9,598 shares; 2025Q2: 8,515 shares; 2025Q3: 6,974 shares; 2025Q4: 6,618 shares 6,618 $1.99M <0.01% -356 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,387 shares; 2024Q4: 29,020 shares; 2025Q1: 27,678 shares; 2025Q2: 27,678 shares; 2025Q3: 26,380 shares; 2025Q4: 23,762 shares 23,762 $1.98M <0.01% -2,618 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,797 shares; 2024Q4: 86,847 shares; 2025Q1: 82,168 shares; 2025Q2: 83,137 shares; 2025Q3: 83,137 shares; 2025Q4: 82,832 shares 82,832 $1.93M <0.01% -305 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,028 shares; 2025Q2: 94,676 shares; 2025Q3: 94,445 shares; 2025Q4: 92,199 shares 92,199 $1.9M <0.01% -2,246 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,023 shares; 2024Q4: 108,023 shares; 2025Q1: 108,023 shares; 2025Q2: 108,023 shares; 2025Q3: 102,505 shares; 2025Q4: 97,285 shares 97,285 $1.9M <0.01% -5,220 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,735 shares; 2024Q4: 74,981 shares; 2025Q1: 72,317 shares; 2025Q2: 56,940 shares; 2025Q3: 56,935 shares; 2025Q4: 79,493 shares 79,493 $1.88M <0.01% +22,558 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,175 shares; 2024Q4: 75,175 shares; 2025Q1: 75,175 shares; 2025Q2: 75,175 shares; 2025Q3: 75,175 shares; 2025Q4: 71,344 shares 71,344 $1.87M <0.01% -3,831 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,086 shares; 2024Q4: 48,086 shares; 2025Q1: 45,314 shares; 2025Q2: 45,626 shares; 2025Q3: 43,120 shares; 2025Q4: 38,916 shares 38,916 $1.86M <0.01% -4,204 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED 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: 32,130 shares; 2025Q3: 51,732 shares; 2025Q4: 48,988 shares 48,988 $1.85M <0.01% -2,744 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,752 shares; 2024Q4: 25,100 shares; 2025Q1: 22,500 shares; 2025Q2: 21,605 shares; 2025Q3: 20,758 shares; 2025Q4: 22,822 shares 22,822 $1.83M <0.01% +2,064 Timeline OPY OPPENHEIMER HLDGS INC More: the full row for OPPENHEIMER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,709 shares; 2024Q4: 30,709 shares; 2025Q1: 30,709 shares; 2025Q2: 30,709 shares; 2025Q3: 26,664 shares; 2025Q4: 25,286 shares 25,286 $1.83M <0.01% -1,378 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,360 shares; 2024Q4: 38,360 shares; 2025Q1: 38,360 shares; 2025Q2: 38,360 shares; 2025Q3: 38,360 shares; 2025Q4: 38,365 shares 38,365 $1.82M <0.01% +5 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: 10,868 shares; 2024Q4: 13,147 shares; 2025Q1: 14,596 shares; 2025Q2: 23,153 shares; 2025Q3: 23,123 shares; 2025Q4: 23,418 shares 23,418 $1.81M <0.01% +295 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,960 shares; 2024Q4: 19,123 shares; 2025Q1: 16,899 shares; 2025Q2: 23,506 shares; 2025Q3: 49,281 shares; 2025Q4: 24,005 shares 24,005 $1.81M <0.01% -25,276 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,600 shares; 2024Q4: 63,600 shares; 2025Q1: 71,974 shares; 2025Q2: 71,979 shares; 2025Q3: 71,974 shares; 2025Q4: 68,197 shares 68,197 $1.8M <0.01% -3,777 Timeline DAWN DAY ONE BIOPHARMACEUTICALS I More: the full row for DAY ONE BIOPHARMACEUTICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,301 shares; 2024Q4: 89,132 shares; 2025Q1: 275,207 shares; 2025Q2: 221,983 shares; 2025Q3: 220,163 shares; 2025Q4: 191,823 shares 191,823 $1.79M <0.01% -28,340 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,681 shares; 2024Q4: 120,437 shares; 2025Q1: 57,247 shares; 2025Q2: 52,524 shares; 2025Q3: 50,588 shares; 2025Q4: 48,015 shares 48,015 $1.76M <0.01% -2,573 Timeline MTW MANITOWOC CO INC More: the full row for MANITOWOC CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,640 shares; 2024Q4: 117,640 shares; 2025Q1: 117,640 shares; 2025Q2: 163,163 shares; 2025Q3: 155,085 shares; 2025Q4: 146,187 shares 146,187 $1.75M <0.01% -8,898 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,766 shares 26,766 $1.74M <0.01% new 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: not reported; 2025Q3: 50,466 shares; 2025Q4: 49,458 shares 49,458 $1.73M <0.01% -1,008 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: 4,547,883 shares; 2024Q4: 4,414,409 shares; 2025Q1: 287,145 shares; 2025Q2: 119,189 shares; 2025Q3: 67,026 shares; 2025Q4: 47,454 shares 47,454 $1.73M <0.01% -19,572 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,338 shares; 2024Q4: 86,338 shares; 2025Q1: 86,338 shares; 2025Q2: 103,396 shares; 2025Q3: 97,659 shares; 2025Q4: 97,659 shares 97,659 $1.73M <0.01% 0 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: 12,521 shares; 2024Q4: 12,643 shares; 2025Q1: 11,993 shares; 2025Q2: 9,593 shares; 2025Q3: 4,238 shares; 2025Q4: 3,641 shares 3,641 $1.71M <0.01% -597 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,493 shares; 2024Q4: 36,505 shares; 2025Q1: 28,698 shares; 2025Q2: 24,759 shares; 2025Q3: 17,347 shares; 2025Q4: 15,511 shares 15,511 $1.7M <0.01% -1,836 Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,415 shares; 2024Q4: 110,908 shares; 2025Q1: 110,908 shares; 2025Q2: 110,908 shares; 2025Q3: 103,492 shares; 2025Q4: 47,914 shares 47,914 $1.7M <0.01% -55,578 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,097 shares; 2025Q1: 2,532 shares; 2025Q2: 1,702 shares; 2025Q3: 1,444 shares; 2025Q4: 3,287 shares 3,287 $1.68M <0.01% +1,843 Timeline VTV 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: 3,066 shares; 2024Q4: 5,585 shares; 2025Q1: 7,125 shares; 2025Q2: 10,905 shares; 2025Q3: 8,114 shares; 2025Q4: 8,764 shares 8,764 $1.67M <0.01% +650 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,981 shares; 2024Q4: 273,002 shares; 2025Q1: 273,002 shares; 2025Q2: 273,002 shares; 2025Q3: 260,242 shares; 2025Q4: 245,759 shares 245,759 $1.66M <0.01% -14,483 Timeline TNGX TANGO THERAPEUTICS INC More: the full row for TANGO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,947 shares; 2024Q4: 154,947 shares; 2025Q1: 224,077 shares; 2025Q2: 224,077 shares; 2025Q3: 210,352 shares; 2025Q4: 187,693 shares 187,693 $1.66M <0.01% -22,659 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 229,319 shares; 2025Q2: 196,868 shares; 2025Q3: 197,368 shares; 2025Q4: 196,868 shares 196,868 $1.64M <0.01% -500 Timeline IEI 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: 2,203 shares; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: not reported; 2025Q3: 6,997 shares; 2025Q4: 13,658 shares 13,658 $1.63M <0.01% +6,661 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,809 shares; 2024Q4: 53,630 shares; 2025Q1: 53,630 shares; 2025Q2: 53,638 shares; 2025Q3: 53,630 shares; 2025Q4: 53,630 shares 53,630 $1.63M <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,088 shares; 2024Q4: 14,265 shares; 2025Q1: 10,405 shares; 2025Q2: 10,429 shares; 2025Q3: 10,800 shares; 2025Q4: 10,930 shares 10,930 $1.63M <0.01% +130 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: 2,349 shares; 2024Q4: 6,585 shares; 2025Q1: 3,376 shares; 2025Q2: 3,723 shares; 2025Q3: 14,346 shares; 2025Q4: 17,556 shares 17,556 $1.62M <0.01% +3,210 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 3,737 shares; 2025Q1: 3,996 shares; 2025Q2: 4,593 shares; 2025Q3: 3,908 shares; 2025Q4: 7,760 shares 7,760 $1.62M <0.01% +3,852 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: 232,632 shares; 2024Q4: 237,959 shares; 2025Q1: 250,348 shares; 2025Q2: 37,810 shares; 2025Q3: 12,289 shares; 2025Q4: 11,212 shares 11,212 $1.61M <0.01% -1,077 Timeline PPH 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: 1,278,700 shares; 2025Q2: 15,001 shares; 2025Q3: 16,535 shares; 2025Q4: 15,466 shares 15,466 $1.6M <0.01% -1,069 Timeline BSRR SIERRA BANCORP More: the full row for SIERRA 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: 30,801 shares; 2025Q2: 40,598 shares; 2025Q3: 48,502 shares; 2025Q4: 48,502 shares 48,502 $1.59M <0.01% 0 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,189 shares; 2024Q4: 52,743 shares; 2025Q1: 52,743 shares; 2025Q2: 52,743 shares; 2025Q3: 52,743 shares; 2025Q4: 52,743 shares 52,743 $1.58M <0.01% 0 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,781 shares; 2024Q4: 50,111 shares; 2025Q1: 47,557 shares; 2025Q2: 47,557 shares; 2025Q3: 43,097 shares; 2025Q4: 40,413 shares 40,413 $1.58M <0.01% -2,684 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 2,279 shares; 2025Q1: 3,836 shares; 2025Q2: 5,477 shares; 2025Q3: 6,619 shares; 2025Q4: 6,141 shares 6,141 $1.58M <0.01% -478 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 6,157 shares; 2025Q1: 6,204 shares; 2025Q2: 7,720 shares; 2025Q3: 9,381 shares; 2025Q4: 12,222 shares 12,222 $1.58M <0.01% +2,841 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: 27,068 shares; 2024Q4: 25,693 shares; 2025Q1: 47,868 shares; 2025Q2: 45,471 shares; 2025Q3: 46,066 shares; 2025Q4: 46,268 shares 46,268 $1.58M <0.01% +202 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,928 shares; 2024Q4: 103,147 shares; 2025Q1: 4,774 shares; 2025Q2: 3,478 shares; 2025Q3: 3,295 shares; 2025Q4: 2,739 shares 2,739 $1.57M <0.01% -556 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,737 shares; 2024Q4: 12,277 shares; 2025Q1: 11,892 shares; 2025Q2: 10,575 shares; 2025Q3: 9,468 shares; 2025Q4: 9,729 shares 9,729 $1.56M <0.01% +261 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,746 shares; 2024Q4: 493,725 shares; 2025Q1: 19,931 shares; 2025Q2: 18,641 shares; 2025Q3: 18,430 shares; 2025Q4: 18,417 shares 18,417 $1.56M <0.01% -13 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,757 shares; 2025Q4: 36,321 shares 36,321 $1.55M <0.01% -436 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,535 shares; 2024Q4: 42,137 shares; 2025Q1: 65,195 shares; 2025Q2: 71,084 shares; 2025Q3: 123,700 shares; 2025Q4: 56,230 shares 56,230 $1.54M <0.01% -67,470 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,839 shares; 2024Q4: 12,834 shares; 2025Q1: 4,208 shares; 2025Q2: 4,100 shares; 2025Q3: 3,890 shares; 2025Q4: 4,889 shares 4,889 $1.53M <0.01% +999 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP 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: 31,077 shares; 2025Q2: 41,897 shares; 2025Q3: 41,897 shares; 2025Q4: 39,351 shares 39,351 $1.52M <0.01% -2,546 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M <0.01% 0 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,900 shares; 2024Q4: 45,900 shares; 2025Q1: 45,900 shares; 2025Q2: 43,754 shares; 2025Q3: 41,098 shares; 2025Q4: 38,118 shares 38,118 $1.5M <0.01% -2,980 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,394 shares; 2024Q4: 572,984 shares; 2025Q1: 404,981 shares; 2025Q2: 404,981 shares; 2025Q3: 404,981 shares; 2025Q4: 406,181 shares 406,181 $1.5M <0.01% +1,200 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647,224 shares; 2024Q4: 4,819,628 shares; 2025Q1: 938,410 shares; 2025Q2: 805,384 shares; 2025Q3: 713,221 shares; 2025Q4: 590,438 shares 590,438 $1.46M <0.01% -122,783 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: 7,986 shares; 2024Q4: 8,224 shares; 2025Q1: 5,928 shares; 2025Q2: 6,217 shares; 2025Q3: 6,719 shares; 2025Q4: 6,880 shares 6,880 $1.46M <0.01% +161 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444,984 shares; 2024Q4: 173,932 shares; 2025Q1: 124,409 shares; 2025Q2: 110,169 shares; 2025Q3: 93,854 shares; 2025Q4: 110,186 shares 110,186 $1.45M <0.01% +16,332 Timeline IEFA 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: 180,219 shares; 2024Q4: 150,312 shares; 2025Q1: 31,228 shares; 2025Q2: 18,762 shares; 2025Q3: 12,700 shares; 2025Q4: 15,988 shares 15,988 $1.43M <0.01% +3,288 Timeline OIS OIL STS INTL INC More: the full row for OIL STS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,084 shares; 2024Q4: 183,084 shares; 2025Q1: 183,084 shares; 2025Q2: 225,704 shares; 2025Q3: 225,704 shares; 2025Q4: 211,074 shares 211,074 $1.43M <0.01% -14,630 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,768 shares; 2024Q4: 74,449 shares; 2025Q1: 70,612 shares; 2025Q2: 60,619 shares; 2025Q3: 55,512 shares; 2025Q4: 47,690 shares 47,690 $1.43M <0.01% -7,822 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,947 shares; 2025Q1: 5,026 shares; 2025Q2: 4,115 shares; 2025Q3: 3,127 shares; 2025Q4: 7,175 shares 7,175 $1.43M <0.01% +4,048 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 6,509 shares; 2025Q3: 6,967 shares; 2025Q4: 6,977 shares 6,977 $1.42M <0.01% +10 Timeline XOP 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: 13,400 shares; 2024Q4: 11,883 shares; 2025Q1: 10,505 shares; 2025Q2: 11,379 shares; 2025Q3: 11,431 shares; 2025Q4: 11,187 shares 11,187 $1.41M <0.01% -244 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 8,049 shares; 2025Q1: 9,642 shares; 2025Q2: 14,705 shares; 2025Q3: 17,852 shares; 2025Q4: 18,098 shares 18,098 $1.41M <0.01% +246 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,756 shares; 2025Q1: 9,754 shares; 2025Q2: 13,579 shares; 2025Q3: 15,814 shares; 2025Q4: 14,817 shares 14,817 $1.4M <0.01% -997 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,411 shares; 2024Q4: 141,264 shares; 2025Q1: 46,576 shares; 2025Q2: 28,332 shares; 2025Q3: 20,002 shares; 2025Q4: 12,329 shares 12,329 $1.39M <0.01% -7,673 Timeline VWO 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: 10,731 shares; 2024Q4: 25,019 shares; 2025Q1: 19,770 shares; 2025Q2: 8,530 shares; 2025Q3: 19,985 shares; 2025Q4: 25,793 shares 25,793 $1.39M <0.01% +5,808 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,345 shares; 2025Q1: 6,214 shares; 2025Q2: 5,235 shares; 2025Q3: 7,755 shares; 2025Q4: 8,973 shares 8,973 $1.38M <0.01% +1,218 Timeline IJR 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: 4,693 shares; 2024Q4: 7,589 shares; 2025Q1: 10,381 shares; 2025Q2: 6,583 shares; 2025Q3: 6,989 shares; 2025Q4: 11,384 shares 11,384 $1.37M <0.01% +4,395 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,234 shares; 2024Q4: 16,919 shares; 2025Q1: 16,113 shares; 2025Q2: 10,693 shares; 2025Q3: 8,797 shares; 2025Q4: 7,919 shares 7,919 $1.37M <0.01% -878 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 8,893 shares 8,893 $1.36M <0.01% new Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN 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: 38,353 shares; 2025Q2: 52,427 shares; 2025Q3: 52,427 shares; 2025Q4: 52,427 shares 52,427 $1.36M <0.01% 0 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,632 shares; 2024Q4: 111,632 shares; 2025Q1: 111,636 shares; 2025Q2: 111,643 shares; 2025Q3: 111,632 shares; 2025Q4: 111,666 shares 111,666 $1.36M <0.01% +34 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,521 shares; 2024Q4: 34,043 shares; 2025Q1: 10,662 shares; 2025Q2: 6,890 shares; 2025Q3: 7,411 shares; 2025Q4: 5,343 shares 5,343 $1.35M <0.01% -2,068 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,753 shares; 2025Q4: 8,034 shares 8,034 $1.35M <0.01% +1,281 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,197 shares; 2024Q4: 7,691 shares; 2025Q1: 9,490 shares; 2025Q2: 7,709 shares; 2025Q3: 6,913 shares; 2025Q4: 12,175 shares 12,175 $1.34M <0.01% +5,262 Timeline VO 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: 2,474 shares; 2024Q4: 4,399 shares; 2025Q1: 4,705 shares; 2025Q2: 1,800 shares; 2025Q3: 1,796 shares; 2025Q4: 4,593 shares 4,593 $1.33M <0.01% +2,797 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,917 shares; 2025Q1: 21,917 shares; 2025Q2: 34,062 shares; 2025Q3: 34,062 shares; 2025Q4: 34,062 shares 34,062 $1.33M <0.01% 0 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,243 shares; 2024Q4: 91,877 shares; 2025Q1: 74,940 shares; 2025Q2: 74,940 shares; 2025Q3: 69,682 shares; 2025Q4: 74,557 shares 74,557 $1.32M <0.01% +4,875 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 4,593 shares; 2025Q1: 8,098 shares; 2025Q2: 6,054 shares; 2025Q3: 7,254 shares; 2025Q4: 7,127 shares 7,127 $1.31M <0.01% -127 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,182 shares; 2024Q4: 43,182 shares; 2025Q1: 43,182 shares; 2025Q2: 43,182 shares; 2025Q3: 39,341 shares; 2025Q4: 33,996 shares 33,996 $1.3M <0.01% -5,345 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,329 shares; 2024Q4: 39,717 shares; 2025Q1: 39,717 shares; 2025Q2: 39,717 shares; 2025Q3: 37,153 shares; 2025Q4: 34,473 shares 34,473 $1.3M <0.01% -2,680 Timeline EWT 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: 38,358 shares; 2024Q4: 34,941 shares; 2025Q1: 28,908 shares; 2025Q2: 23,468 shares; 2025Q3: 21,494 shares; 2025Q4: 20,036 shares 20,036 $1.27M <0.01% -1,458 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: 772,067 shares; 2024Q4: 17,923 shares; 2025Q1: 14,614 shares; 2025Q2: 12,492 shares; 2025Q3: 11,641 shares; 2025Q4: 12,682 shares 12,682 $1.27M <0.01% +1,041 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,615 shares; 2024Q4: 57,248 shares; 2025Q1: 62,019 shares; 2025Q2: 15,560 shares; 2025Q3: 15,561 shares; 2025Q4: 12,937 shares 12,937 $1.25M <0.01% -2,624 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,663 shares; 2024Q4: 180,298 shares; 2025Q1: 111,985 shares; 2025Q2: 52,550 shares; 2025Q3: 33,026 shares; 2025Q4: 43,227 shares 43,227 $1.25M <0.01% +10,201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,276 shares 8,276 $1.24M <0.01% new Timeline SUZ SUZANO S A More: the full row for SUZANO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,521 shares; 2024Q4: 92,351 shares; 2025Q1: 167,495 shares; 2025Q2: 140,222 shares; 2025Q3: 154,743 shares; 2025Q4: 131,680 shares 131,680 $1.23M <0.01% -23,063 Timeline CLDT CHATHAM LODGING TR More: the full row for CHATHAM LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,626 shares; 2024Q4: 151,626 shares; 2025Q1: 151,626 shares; 2025Q2: 178,172 shares; 2025Q3: 179,505 shares; 2025Q4: 178,505 shares 178,505 $1.22M <0.01% -1,000 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 9,873 shares; 2025Q1: 13,493 shares; 2025Q2: 22,447 shares; 2025Q3: 14,244 shares; 2025Q4: 26,446 shares 26,446 $1.21M <0.01% +12,202 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,698 shares; 2024Q4: 6,728 shares; 2025Q1: 8,224 shares; 2025Q2: 8,233 shares; 2025Q3: 8,449 shares; 2025Q4: 9,484 shares 9,484 $1.19M <0.01% +1,035 Timeline POWR 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: 75,781 shares; 2024Q4: 53,501 shares; 2025Q1: 52,846 shares; 2025Q2: 52,067 shares; 2025Q3: 51,874 shares; 2025Q4: 50,575 shares 50,575 $1.19M <0.01% -1,299 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,448 shares; 2024Q4: 168,622 shares; 2025Q1: 295,589 shares; 2025Q2: 280,801 shares; 2025Q3: 311,614 shares; 2025Q4: 229,172 shares 229,172 $1.17M <0.01% -82,442 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 923 shares; 2025Q1: 1,005 shares; 2025Q2: 1,018 shares; 2025Q3: 1,742 shares; 2025Q4: 1,422 shares 1,422 $1.17M <0.01% -320 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,309 shares; 2024Q4: 47,384 shares; 2025Q1: 47,309 shares; 2025Q2: 43,679 shares; 2025Q3: 38,086 shares; 2025Q4: 40,603 shares 40,603 $1.16M <0.01% +2,517 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: 2,230 shares; 2024Q4: 2,429 shares; 2025Q1: 3,678 shares; 2025Q2: 2,791 shares; 2025Q3: 2,187 shares; 2025Q4: 2,425 shares 2,425 $1.14M <0.01% +238 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,160 shares; 2024Q4: 95,200 shares; 2025Q1: 94,730 shares; 2025Q2: 7,268 shares; 2025Q3: 7,260 shares; 2025Q4: 7,382 shares 7,382 $1.13M <0.01% +122 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 15,696 shares; 2025Q1: 19,925 shares; 2025Q2: 8,950 shares; 2025Q3: 5,099 shares; 2025Q4: 4,993 shares 4,993 $1.13M <0.01% -106 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,094 shares; 2024Q4: 9,342 shares; 2025Q1: 9,929 shares; 2025Q2: 9,959 shares; 2025Q3: 11,933 shares; 2025Q4: 12,763 shares 12,763 $1.12M <0.01% +830 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM 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: not reported; 2025Q4: 14,089 shares 14,089 $1.11M <0.01% new Timeline MOV MOVADO GROUP INC More: the full row for MOVADO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,582 shares; 2024Q4: 31,582 shares; 2025Q1: 31,582 shares; 2025Q2: 59,013 shares; 2025Q3: 59,013 shares; 2025Q4: 53,695 shares 53,695 $1.11M <0.01% -5,318 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 5,707 shares; 2025Q1: 6,037 shares; 2025Q2: 6,843 shares; 2025Q3: 6,339 shares; 2025Q4: 9,465 shares 9,465 $1.1M <0.01% +3,126 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 2,590 shares; 2025Q1: not reported; 2025Q2: 13,548 shares; 2025Q3: 12,828 shares; 2025Q4: 12,857 shares 12,857 $1.1M <0.01% +29 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,576 shares; 2024Q4: 26,476 shares; 2025Q1: 37,330 shares; 2025Q2: 18,921 shares; 2025Q3: 31,783 shares; 2025Q4: 34,192 shares 34,192 $1.1M <0.01% +2,409 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,749 shares; 2025Q1: 6,263 shares; 2025Q2: 4,015 shares; 2025Q3: 4,774 shares; 2025Q4: 4,978 shares 4,978 $1.09M <0.01% +204 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,749 shares; 2024Q4: 45,025 shares; 2025Q1: 22,006 shares; 2025Q2: 32,894 shares; 2025Q3: 18,670 shares; 2025Q4: 13,890 shares 13,890 $1.08M <0.01% -4,780 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 4,955 shares; 2025Q1: 3,749 shares; 2025Q2: 13,452 shares; 2025Q3: 3,042 shares; 2025Q4: 3,988 shares 3,988 $1.07M <0.01% +946 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,353 shares; 2025Q3: 4,607 shares; 2025Q4: 24,955 shares 24,955 $1.07M <0.01% +20,348 Timeline ONEV 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: 7,846 shares 7,846 $1.05M <0.01% 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: not reported; 2024Q4: 471 shares; 2025Q1: 1,164 shares; 2025Q2: 2,172 shares; 2025Q3: 2,784 shares; 2025Q4: 2,042 shares 2,042 $1.04M <0.01% -742 Timeline VONG 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: 2,705 shares; 2024Q4: 3,351 shares; 2025Q1: 4,940 shares; 2025Q2: 5,534 shares; 2025Q3: 2,660 shares; 2025Q4: 8,495 shares 8,495 $1.03M <0.01% +5,835 Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,941 shares; 2024Q4: 569,941 shares; 2025Q1: 566,941 shares; 2025Q2: 882,842 shares; 2025Q3: 870,220 shares; 2025Q4: 617,428 shares 617,428 $1.01M <0.01% -252,792 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: 16,806 shares; 2024Q4: 23,297 shares; 2025Q1: 15,069 shares; 2025Q2: 12,751 shares; 2025Q3: 14,272 shares; 2025Q4: 16,011 shares 16,011 $1M <0.01% +1,739 Timeline PHYS 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: 12,211 shares; 2025Q2: not reported; 2025Q3: 30,117 shares; 2025Q4: 30,054 shares 30,054 $992K <0.01% -63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,959 shares 6,959 $985K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,522 shares; 2025Q4: 17,098 shares 17,098 $983K <0.01% +13,576 Timeline SPIB 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: 32,989 shares; 2024Q4: 36,020 shares; 2025Q1: 38,316 shares; 2025Q2: 32,551 shares; 2025Q3: 31,494 shares; 2025Q4: 29,058 shares 29,058 $982K <0.01% -2,436 Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,225 shares; 2024Q4: 30,589 shares; 2025Q1: 30,589 shares; 2025Q2: 35,149 shares; 2025Q3: 35,149 shares; 2025Q4: 32,981 shares 32,981 $980K <0.01% -2,168 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,627 shares; 2025Q1: 2,204 shares; 2025Q2: 2,648 shares; 2025Q3: 2,260 shares; 2025Q4: 2,768 shares 2,768 $978K <0.01% +508 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: 7,031 shares; 2024Q4: 30,357 shares; 2025Q1: 36,270 shares; 2025Q2: 44,493 shares; 2025Q3: 26,189 shares; 2025Q4: 29,522 shares 29,522 $963K <0.01% +3,333 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 5,317 shares; 2025Q1: 7,085 shares; 2025Q2: 5,702 shares; 2025Q3: 6,827 shares; 2025Q4: 8,136 shares 8,136 $954K <0.01% +1,309 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 2,901 shares; 2025Q1: 2,059 shares; 2025Q2: 1,814 shares; 2025Q3: 2,066 shares; 2025Q4: 3,684 shares 3,684 $950K <0.01% +1,618 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,703 shares; 2024Q4: 212,857 shares; 2025Q1: 9,731 shares; 2025Q2: 7,611 shares; 2025Q3: 5,851 shares; 2025Q4: 5,417 shares 5,417 $940K <0.01% -434 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 4,568 shares; 2025Q1: 5,778 shares; 2025Q2: 5,045 shares; 2025Q3: 6,631 shares; 2025Q4: 8,103 shares 8,103 $934K <0.01% +1,472 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 3,786 shares 3,786 $933K <0.01% new Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,591 shares; 2024Q4: 27,347 shares; 2025Q1: 20,298 shares; 2025Q2: 14,162 shares; 2025Q3: 14,163 shares; 2025Q4: 14,166 shares 14,166 $926K <0.01% +3 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 7,762 shares; 2025Q1: 16,625 shares; 2025Q2: 14,109 shares; 2025Q3: 6,291 shares; 2025Q4: 13,596 shares 13,596 $914K <0.01% +7,305 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,138 shares; 2024Q4: 69,059 shares; 2025Q1: 65,782 shares; 2025Q2: 40,693 shares; 2025Q3: 40,568 shares; 2025Q4: 45,982 shares 45,982 $903K <0.01% +5,414 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 7,094 shares; 2025Q1: 3,327 shares; 2025Q2: 4,147 shares; 2025Q3: 3,950 shares; 2025Q4: 2,888 shares 2,888 $896K <0.01% -1,062 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: 8,625 shares; 2024Q4: 9,750 shares; 2025Q1: 24,108 shares; 2025Q2: 15,687 shares; 2025Q3: 22,498 shares; 2025Q4: 18,741 shares 18,741 $895K <0.01% -3,757 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,231 shares; 2024Q4: 120,868 shares; 2025Q1: 113,335 shares; 2025Q2: 77,990 shares; 2025Q3: 81,271 shares; 2025Q4: 10,886 shares 10,886 $892K <0.01% -70,385 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 1,172 shares; 2025Q1: 1,249 shares; 2025Q2: 1,361 shares; 2025Q3: 1,863 shares; 2025Q4: 3,067 shares 3,067 $886K <0.01% +1,204 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: 11,728 shares; 2024Q4: 24,818 shares; 2025Q1: 6,849 shares; 2025Q2: 9,055 shares; 2025Q3: 36,964 shares; 2025Q4: 18,323 shares 18,323 $885K <0.01% -18,641 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,599 shares; 2025Q3: 2,626 shares; 2025Q4: 10,351 shares 10,351 $884K <0.01% +7,725 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,622 shares; 2025Q1: 10,888 shares; 2025Q2: 8,349 shares; 2025Q3: 7,011 shares; 2025Q4: 18,284 shares 18,284 $875K <0.01% +11,273 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,329 shares; 2025Q3: 2,779 shares; 2025Q4: 3,157 shares 3,157 $874K <0.01% +378 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: 13,649,640 shares; 2024Q4: 13,810,351 shares; 2025Q1: 66,983 shares; 2025Q2: 30,299 shares; 2025Q3: 22,761 shares; 2025Q4: 13,369 shares 13,369 $870K <0.01% -9,392 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,044 shares; 2025Q1: 2,598 shares; 2025Q2: 2,469 shares; 2025Q3: 2,662 shares; 2025Q4: 3,207 shares 3,207 $870K <0.01% +545 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,070 shares; 2024Q4: 37,068 shares; 2025Q1: 37,164 shares; 2025Q2: 54,827 shares; 2025Q3: 54,833 shares; 2025Q4: 50,199 shares 50,199 $868K <0.01% -4,634 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 3,051 shares; 2025Q1: 2,885 shares; 2025Q2: 2,892 shares; 2025Q3: 2,935 shares; 2025Q4: 2,992 shares 2,992 $864K <0.01% +57 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,866 shares 11,866 $862K <0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,256 shares; 2024Q4: 12,289 shares; 2025Q1: 2,502 shares; 2025Q2: 3,342 shares; 2025Q3: 2,081 shares; 2025Q4: 3,264 shares 3,264 $854K <0.01% +1,183 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 7,202 shares; 2025Q4: 19,981 shares 19,981 $847K <0.01% +12,779 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,425 shares; 2024Q4: 114,993 shares; 2025Q1: 105,652 shares; 2025Q2: 45,618 shares; 2025Q3: 56,849 shares; 2025Q4: 32,099 shares 32,099 $835K <0.01% -24,750 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,351 shares; 2024Q4: 10,264 shares; 2025Q1: 13,067 shares; 2025Q2: 10,087 shares; 2025Q3: 3,557 shares; 2025Q4: 10,274 shares 10,274 $834K <0.01% +6,717 Timeline EWP 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: 21,448 shares; 2024Q4: 19,887 shares; 2025Q1: 18,453 shares; 2025Q2: 17,188 shares; 2025Q3: 15,311 shares; 2025Q4: 15,442 shares 15,442 $832K <0.01% +131 Timeline USIG 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: 20,889 shares; 2024Q4: 28,954 shares; 2025Q1: 22,062 shares; 2025Q2: 34,845 shares; 2025Q3: 13,933 shares; 2025Q4: 16,075 shares 16,075 $832K <0.01% +2,142 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: 4,787 shares; 2024Q4: 6,591 shares; 2025Q1: 9,631 shares; 2025Q2: 7,088 shares; 2025Q3: 6,235 shares; 2025Q4: 9,314 shares 9,314 $824K <0.01% +3,079 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,521 shares; 2024Q4: 24,589 shares; 2025Q1: 17,870 shares; 2025Q2: 17,646 shares; 2025Q3: 17,587 shares; 2025Q4: 17,604 shares 17,604 $824K <0.01% +17 Timeline IXG 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: 5,478 shares; 2024Q4: 3,317 shares; 2025Q1: 6,262 shares; 2025Q2: 6,680 shares; 2025Q3: 6,782 shares; 2025Q4: 6,680 shares 6,680 $807K <0.01% -102 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,624 shares; 2025Q1: 4,106 shares; 2025Q2: 4,550 shares; 2025Q3: 4,554 shares; 2025Q4: 9,729 shares 9,729 $798K <0.01% +5,175 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: 2,218 shares; 2025Q1: 1,566 shares; 2025Q2: 7,817 shares; 2025Q3: 2,628 shares; 2025Q4: 3,879 shares 3,879 $795K <0.01% +1,251 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 46,160 shares; 2025Q1: 28,087 shares; 2025Q2: 15,446 shares; 2025Q3: 29,256 shares; 2025Q4: 32,324 shares 32,324 $777K <0.01% +3,068 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,203 shares; 2025Q4: 5,740 shares 5,740 $776K <0.01% +1,537 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 9,874 shares; 2025Q1: 9,728 shares; 2025Q2: 10,235 shares; 2025Q3: 10,873 shares; 2025Q4: 10,402 shares 10,402 $773K <0.01% -471 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,003 shares; 2025Q3: not reported; 2025Q4: 7,514 shares 7,514 $770K <0.01% new 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: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,240 shares; 2025Q2: 1,766 shares; 2025Q3: 1,450 shares; 2025Q4: 4,216 shares 4,216 $767K <0.01% +2,766 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,995 shares; 2024Q4: 8,431 shares; 2025Q1: 9,007 shares; 2025Q2: 7,172 shares; 2025Q3: 8,728 shares; 2025Q4: 15,506 shares 15,506 $763K <0.01% +6,778 Timeline RSP 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: 2,468 shares; 2024Q4: 3,565 shares; 2025Q1: 3,773 shares; 2025Q2: 1,788 shares; 2025Q3: 2,156 shares; 2025Q4: 3,976 shares 3,976 $762K <0.01% +1,820 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,550 shares; 2025Q2: not reported; 2025Q3: 5,134 shares; 2025Q4: 7,612 shares 7,612 $760K <0.01% +2,478 Timeline TYRA TYRA BIOSCIENCES INC More: the full row for TYRA 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: 28,800 shares 28,800 $757K <0.01% new 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: 6,839 shares; 2024Q4: 13,926 shares; 2025Q1: 19,642 shares; 2025Q2: 13,369 shares; 2025Q3: 12,477 shares; 2025Q4: 10,134 shares 10,134 $745K <0.01% -2,343 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,751 shares; 2024Q4: 10,308 shares; 2025Q1: 10,914 shares; 2025Q2: 9,620 shares; 2025Q3: 10,791 shares; 2025Q4: 13,800 shares 13,800 $743K <0.01% +3,009 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: not reported; 2025Q3: 1,341 shares; 2025Q4: 1,639 shares 1,639 $729K <0.01% +298 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,069 shares; 2025Q2: 9,949 shares; 2025Q3: 5,094 shares; 2025Q4: 10,097 shares 10,097 $721K <0.01% +5,003 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,599 shares 36,599 $716K <0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR 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: 3,799 shares; 2025Q4: 5,531 shares 5,531 $714K <0.01% +1,732 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,978 shares; 2024Q4: 13,365 shares; 2025Q1: 10,781 shares; 2025Q2: 9,574 shares; 2025Q3: 8,141 shares; 2025Q4: 5,811 shares 5,811 $705K <0.01% -2,330 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: 2,460 shares; 2024Q4: 2,588 shares; 2025Q1: 2,478 shares; 2025Q2: 2,891 shares; 2025Q3: 3,183 shares; 2025Q4: 3,738 shares 3,738 $703K <0.01% +555 Timeline IEV 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: 22,451 shares; 2024Q4: 18,117 shares; 2025Q1: 12,854 shares; 2025Q2: 8,176 shares; 2025Q3: 10,986 shares; 2025Q4: 10,163 shares 10,163 $697K <0.01% -823 Timeline SITC SITE CTRS CORP More: the full row for SITE CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,969 shares; 2024Q4: 293,123 shares; 2025Q1: 293,123 shares; 2025Q2: 110,813 shares; 2025Q3: 110,399 shares; 2025Q4: 106,307 shares 106,307 $682K <0.01% -4,092 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 8,404 shares; 2025Q1: 18,448 shares; 2025Q2: 11,633 shares; 2025Q3: 7,490 shares; 2025Q4: 8,478 shares 8,478 $681K <0.01% +988 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS 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: 31,719 shares 31,719 $678K <0.01% new Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 5,130 shares; 2025Q4: 5,179 shares 5,179 $678K <0.01% +49 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: 2,150 shares; 2024Q4: 1,203 shares; 2025Q1: 1,425 shares; 2025Q2: 1,742 shares; 2025Q3: 1,463 shares; 2025Q4: 1,760 shares 1,760 $675K <0.01% +297 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 4,635 shares; 2025Q1: 5,024 shares; 2025Q2: 5,179 shares; 2025Q3: not reported; 2025Q4: 7,547 shares 7,547 $675K <0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,232 shares; 2025Q1: 7,246 shares; 2025Q2: 7,330 shares; 2025Q3: 7,557 shares; 2025Q4: 6,485 shares 6,485 $672K <0.01% -1,072 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 1,082 shares; 2025Q1: 2,253 shares; 2025Q2: 1,235 shares; 2025Q3: 1,408 shares; 2025Q4: 2,296 shares 2,296 $661K <0.01% +888 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 1,405 shares; 2025Q1: 1,518 shares; 2025Q2: 1,834 shares; 2025Q3: 2,212 shares; 2025Q4: 2,266 shares 2,266 $658K <0.01% +54 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,074 shares; 2025Q1: 1,590 shares; 2025Q2: 1,428 shares; 2025Q3: 1,601 shares; 2025Q4: 1,660 shares 1,660 $654K <0.01% +59 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,632 shares; 2025Q2: 1,663 shares; 2025Q3: 1,837 shares; 2025Q4: 3,541 shares 3,541 $639K <0.01% +1,704 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,872 shares; 2025Q4: 16,499 shares 16,499 $637K <0.01% -14,373 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 872 shares; 2025Q1: 936 shares; 2025Q2: 906 shares; 2025Q3: 1,135 shares; 2025Q4: 1,360 shares 1,360 $635K <0.01% +225 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 3,644 shares; 2025Q1: 2,260 shares; 2025Q2: 4,668 shares; 2025Q3: 1,490 shares; 2025Q4: 4,382 shares 4,382 $629K <0.01% +2,892 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,952 shares; 2025Q4: 6,741 shares 6,741 $617K <0.01% +1,789 Timeline NX QUANEX BLDG PRODS CORP More: the full row for QUANEX BLDG PRODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,612 shares; 2024Q4: 59,003 shares; 2025Q1: 77,913 shares; 2025Q2: 39,946 shares; 2025Q3: 39,946 shares; 2025Q4: 39,946 shares 39,946 $614K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,091 shares; 2025Q1: 1,221 shares; 2025Q2: 923 shares; 2025Q3: 1,359 shares; 2025Q4: 1,810 shares 1,810 $611K <0.01% +451 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: 11,541 shares; 2024Q4: 13,217 shares; 2025Q1: 12,807 shares; 2025Q2: 17,415 shares; 2025Q3: 10,549 shares; 2025Q4: 10,285 shares 10,285 $600K <0.01% -264 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: 1,408 shares; 2025Q1: 2,093 shares; 2025Q2: 9,130 shares; 2025Q3: 7,764 shares; 2025Q4: 9,260 shares 9,260 $596K <0.01% +1,496 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,848 shares; 2025Q2: 1,280 shares; 2025Q3: 1,587 shares; 2025Q4: 2,662 shares 2,662 $594K <0.01% +1,075 Timeline CBON 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: 25,951 shares; 2024Q4: 25,951 shares; 2025Q1: 25,951 shares; 2025Q2: 25,951 shares; 2025Q3: 25,951 shares; 2025Q4: 25,951 shares 25,951 $593K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 3,495 shares; 2025Q1: 5,715 shares; 2025Q2: 3,978 shares; 2025Q3: 5,189 shares; 2025Q4: 9,254 shares 9,254 $590K <0.01% +4,065 Timeline SLDB SOLID BIOSCIENCES INC More: the full row for SOLID 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: 103,481 shares 103,481 $584K <0.01% new Timeline SMDV 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: not reported; 2025Q3: not reported; 2025Q4: 8,800 shares 8,800 $582K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,611 shares; 2024Q4: 8,817 shares; 2025Q1: not reported; 2025Q2: 12,177 shares; 2025Q3: 8,111 shares; 2025Q4: 19,030 shares 19,030 $581K <0.01% +10,919 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,136 shares; 2024Q4: 22,916 shares; 2025Q1: 23,880 shares; 2025Q2: 7,864 shares; 2025Q3: 10,863 shares; 2025Q4: 21,075 shares 21,075 $579K <0.01% +10,212 Timeline DNTH DIANTHUS THERAPEUTICS INC More: the full row for DIANTHUS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,948 shares 13,948 $575K <0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 7,624 shares; 2025Q1: not reported; 2025Q2: 2,818 shares; 2025Q3: 4,237 shares; 2025Q4: 7,268 shares 7,268 $573K <0.01% +3,031 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,043 shares; 2024Q4: 6,897 shares; 2025Q1: 7,278 shares; 2025Q2: 7,866 shares; 2025Q3: 7,320 shares; 2025Q4: 8,534 shares 8,534 $572K <0.01% +1,214 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: 222 shares; 2024Q4: 227 shares; 2025Q1: 280 shares; 2025Q2: 402 shares; 2025Q3: 412 shares; 2025Q4: 566 shares 566 $572K <0.01% +154 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB 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: 6,445 shares; 2025Q3: 6,226 shares; 2025Q4: 6,323 shares 6,323 $569K <0.01% +97 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,051 shares; 2024Q4: 26,427 shares; 2025Q1: 6,039 shares; 2025Q2: 5,951 shares; 2025Q3: 6,053 shares; 2025Q4: 5,635 shares 5,635 $568K <0.01% -418 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,430 shares 3,430 $560K <0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 5,983 shares; 2025Q1: 7,232 shares; 2025Q2: 4,735 shares; 2025Q3: not reported; 2025Q4: 9,663 shares 9,663 $553K <0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,889 shares; 2025Q1: 1,934 shares; 2025Q2: 1,702 shares; 2025Q3: 1,847 shares; 2025Q4: 3,793 shares 3,793 $549K <0.01% +1,946 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 885 shares; 2025Q1: 940 shares; 2025Q2: 816 shares; 2025Q3: 911 shares; 2025Q4: 963 shares 963 $547K <0.01% +52 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,196 shares; 2025Q3: 2,134 shares; 2025Q4: 2,405 shares 2,405 $547K <0.01% +271 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: 1,217 shares; 2024Q4: 1,419 shares; 2025Q1: 1,288 shares; 2025Q2: 1,222 shares; 2025Q3: 1,580 shares; 2025Q4: 2,082 shares 2,082 $547K <0.01% +502 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,667 shares; 2025Q1: 1,732 shares; 2025Q2: not reported; 2025Q3: 1,933 shares; 2025Q4: 3,252 shares 3,252 $546K <0.01% +1,319 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 2,002 shares; 2025Q1: 2,049 shares; 2025Q2: 1,960 shares; 2025Q3: 2,124 shares; 2025Q4: 2,526 shares 2,526 $539K <0.01% +402 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 3,148 shares; 2025Q1: 2,843 shares; 2025Q2: 2,998 shares; 2025Q3: 2,730 shares; 2025Q4: 2,581 shares 2,581 $537K <0.01% -149 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,390 shares; 2024Q4: 10,360 shares; 2025Q1: 6,888 shares; 2025Q2: 6,401 shares; 2025Q3: 5,920 shares; 2025Q4: 5,503 shares 5,503 $532K <0.01% -417 Timeline PWZ 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: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $532K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,075 shares; 2024Q4: 42,259 shares; 2025Q1: 32,856 shares; 2025Q2: 19,805 shares; 2025Q3: 21,910 shares; 2025Q4: 31,989 shares 31,989 $528K <0.01% +10,079 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,012 shares; 2025Q1: 6,000 shares; 2025Q2: 6,008 shares; 2025Q3: 6,000 shares; 2025Q4: 5,245 shares 5,245 $527K <0.01% -755 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 4,023 shares; 2025Q1: 4,158 shares; 2025Q2: 4,422 shares; 2025Q3: 2,268 shares; 2025Q4: 4,618 shares 4,618 $526K <0.01% +2,350 Timeline SCHV 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: 12,855 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,701 shares 17,701 $524K <0.01% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,235 shares 13,235 $522K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607,186 shares; 2024Q4: 613,647 shares; 2025Q1: 168,357 shares; 2025Q2: 14,910 shares; 2025Q3: 13,781 shares; 2025Q4: 12,629 shares 12,629 $519K <0.01% -1,152 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044,891 shares; 2024Q4: 939,487 shares; 2025Q1: 28,123 shares; 2025Q2: 25,780 shares; 2025Q3: 24,069 shares; 2025Q4: 7,001 shares 7,001 $516K <0.01% -17,068 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 2,769 shares; 2025Q1: 1,926 shares; 2025Q2: 2,644 shares; 2025Q3: 2,542 shares; 2025Q4: 2,555 shares 2,555 $510K <0.01% +13 Timeline DEM 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: not reported; 2025Q4: 10,761 shares 10,761 $503K <0.01% new Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,041 shares 25,041 $498K <0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: not reported; 2025Q1: 39,999 shares; 2025Q2: 26,275 shares; 2025Q3: 42,046 shares; 2025Q4: 18,474 shares 18,474 $497K <0.01% -23,572 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 2,680 shares 2,680 $496K <0.01% +459 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: not reported; 2025Q1: 1,638 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,519 shares 3,519 $485K <0.01% new 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: 34,915 shares; 2025Q1: 2,266 shares; 2025Q2: 3,044 shares; 2025Q3: 3,441 shares; 2025Q4: 1,720 shares 1,720 $480K <0.01% -1,721 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: 3,107 shares; 2025Q1: 1,474 shares; 2025Q2: not reported; 2025Q3: 2,007 shares; 2025Q4: 2,319 shares 2,319 $477K <0.01% +312 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,002 shares; 2025Q4: 10,910 shares 10,910 $476K <0.01% +1,908 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,019 shares; 2024Q4: 7,399 shares; 2025Q1: 7,003 shares; 2025Q2: 6,668 shares; 2025Q3: 5,882 shares; 2025Q4: 6,014 shares 6,014 $474K <0.01% +132 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,897 shares 10,897 $467K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,544 shares; 2025Q1: 2,403 shares; 2025Q2: 2,267 shares; 2025Q3: 2,200 shares; 2025Q4: 2,763 shares 2,763 $466K <0.01% +563 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,045 shares; 2025Q1: 821 shares; 2025Q2: 976 shares; 2025Q3: 1,222 shares; 2025Q4: 1,690 shares 1,690 $462K <0.01% +468 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,262 shares; 2024Q4: 5,145 shares; 2025Q1: 6,670 shares; 2025Q2: 5,362 shares; 2025Q3: 7,195 shares; 2025Q4: 4,193 shares 4,193 $461K <0.01% -3,002 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,273 shares 3,273 $456K <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: 7,931 shares; 2025Q1: 17,451 shares; 2025Q2: 11,875 shares; 2025Q3: 8,094 shares; 2025Q4: 5,678 shares 5,678 $456K <0.01% -2,416 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: 4,029 shares; 2024Q4: 1,530 shares; 2025Q1: 1,602 shares; 2025Q2: 1,682 shares; 2025Q3: 1,451 shares; 2025Q4: 2,230 shares 2,230 $453K <0.01% +779 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 721 shares; 2025Q1: 571 shares; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,290 shares 1,290 $452K <0.01% -82 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION 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: 50,600 shares; 2025Q3: 52,500 shares; 2025Q4: 50,000 shares 50,000 $452K <0.01% -2,500 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 2,033 shares; 2025Q1: 1,828 shares; 2025Q2: 1,660 shares; 2025Q3: 1,730 shares; 2025Q4: 1,754 shares 1,754 $440K <0.01% +24 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,324 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,380 shares; 2025Q4: 4,261 shares 4,261 $437K <0.01% +1,881 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: not reported; 2024Q4: 4,733 shares; 2025Q1: 4,844 shares; 2025Q2: 5,826 shares; 2025Q3: 6,901 shares; 2025Q4: 5,472 shares 5,472 $432K <0.01% -1,429 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,866 shares; 2025Q2: not reported; 2025Q3: 3,983 shares; 2025Q4: 5,843 shares 5,843 $432K <0.01% +1,860 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,959 shares; 2025Q1: 6,288 shares; 2025Q2: 4,864 shares; 2025Q3: 3,687 shares; 2025Q4: 4,722 shares 4,722 $432K <0.01% +1,035 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,145 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,322 shares; 2025Q4: 9,318 shares 9,318 $429K <0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,459 shares; 2025Q4: 4,919 shares 4,919 $428K <0.01% +2,460 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 14,250 shares; 2025Q1: 3,229 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,790 shares 5,790 $427K <0.01% new Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,998 shares; 2024Q4: 9,872 shares; 2025Q1: 9,872 shares; 2025Q2: 9,872 shares; 2025Q3: 9,872 shares; 2025Q4: 10,254 shares 10,254 $426K <0.01% +382 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 2,239 shares; 2025Q1: 2,438 shares; 2025Q2: 2,741 shares; 2025Q3: 1,231 shares; 2025Q4: 1,542 shares 1,542 $425K <0.01% +311 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 1,328 shares; 2025Q1: 2,060 shares; 2025Q2: 1,860 shares; 2025Q3: 1,758 shares; 2025Q4: 2,176 shares 2,176 $423K <0.01% +418 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,183 shares; 2025Q1: 2,848 shares; 2025Q2: 1,552 shares; 2025Q3: 4,532 shares; 2025Q4: 2,813 shares 2,813 $418K <0.01% -1,719 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: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares 1,405 $415K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,632 shares; 2025Q1: 3,214 shares; 2025Q2: 2,794 shares; 2025Q3: 2,611 shares; 2025Q4: 3,694 shares 3,694 $414K <0.01% +1,083 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,297 shares; 2025Q1: 3,633 shares; 2025Q2: 3,549 shares; 2025Q3: 3,550 shares; 2025Q4: 3,738 shares 3,738 $411K <0.01% +188 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,991 shares; 2024Q4: 11,697 shares; 2025Q1: 9,953 shares; 2025Q2: 8,375 shares; 2025Q3: 8,346 shares; 2025Q4: 8,333 shares 8,333 $410K <0.01% -13 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,102 shares; 2024Q4: 5,868 shares; 2025Q1: 7,004 shares; 2025Q2: 5,616 shares; 2025Q3: 5,680 shares; 2025Q4: 7,127 shares 7,127 $410K <0.01% +1,447 Timeline STRO SUTRO BIOPHARMA INC More: the full row for SUTRO BIOPHARMA 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: 35,305 shares 35,305 $408K <0.01% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,899 shares 5,899 $407K <0.01% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,094 shares; 2024Q4: 104,742 shares; 2025Q1: 103,291 shares; 2025Q2: 92,482 shares; 2025Q3: 20,670 shares; 2025Q4: 8,605 shares 8,605 $405K <0.01% -12,065 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,779 shares 3,779 $405K <0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 931 shares; 2025Q4: 1,563 shares 1,563 $405K <0.01% +632 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,993 shares; 2025Q1: 2,168 shares; 2025Q2: 1,718 shares; 2025Q3: 1,597 shares; 2025Q4: 2,177 shares 2,177 $404K <0.01% +580 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: 1,250 shares; 2024Q4: 1,396 shares; 2025Q1: 1,349 shares; 2025Q2: 1,738 shares; 2025Q3: 2,690 shares; 2025Q4: 2,472 shares 2,472 $401K <0.01% -218 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 255 shares; 2025Q1: 277 shares; 2025Q2: 265 shares; 2025Q3: 290 shares; 2025Q4: 299 shares 299 $398K <0.01% +9 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,336 shares; 2024Q4: 12,518 shares; 2025Q1: 11,361 shares; 2025Q2: 8,911 shares; 2025Q3: 8,907 shares; 2025Q4: 8,807 shares 8,807 $396K <0.01% -100 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,377 shares 4,377 $396K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 5,810 shares; 2025Q1: 6,122 shares; 2025Q2: 9,324 shares; 2025Q3: 5,155 shares; 2025Q4: 5,860 shares 5,860 $395K <0.01% +705 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 402 shares; 2025Q1: 440 shares; 2025Q2: not reported; 2025Q3: 457 shares; 2025Q4: 802 shares 802 $393K <0.01% +345 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 6,268 shares; 2025Q1: 5,187 shares; 2025Q2: 19,223 shares; 2025Q3: 3,930 shares; 2025Q4: 4,015 shares 4,015 $393K <0.01% +85 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,227 shares; 2025Q4: 1,410 shares 1,410 $388K <0.01% +183 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: 4,736 shares; 2025Q2: 4,439 shares; 2025Q3: not reported; 2025Q4: 6,340 shares 6,340 $386K <0.01% new Timeline SCHA 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: 6,581 shares; 2024Q4: 17,208 shares; 2025Q1: 14,596 shares; 2025Q2: 10,603 shares; 2025Q3: 12,499 shares; 2025Q4: 13,535 shares 13,535 $385K <0.01% +1,036 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,042 shares; 2025Q1: 24,658 shares; 2025Q2: 20,403 shares; 2025Q3: 12,348 shares; 2025Q4: 8,655 shares 8,655 $384K <0.01% -3,693 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: 12,806 shares; 2024Q4: 13,757 shares; 2025Q1: 14,054 shares; 2025Q2: 15,612 shares; 2025Q3: 13,758 shares; 2025Q4: 14,372 shares 14,372 $378K <0.01% +614 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 989 shares; 2025Q1: 1,043 shares; 2025Q2: 589 shares; 2025Q3: 789 shares; 2025Q4: 895 shares 895 $378K <0.01% +106 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,591 shares; 2025Q1: 1,203 shares; 2025Q2: 1,293 shares; 2025Q3: 1,366 shares; 2025Q4: 1,739 shares 1,739 $378K <0.01% +373 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,101 shares; 2025Q1: 2,200 shares; 2025Q2: 2,491 shares; 2025Q3: 2,829 shares; 2025Q4: 1,778 shares 1,778 $377K <0.01% -1,051 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,776 shares; 2025Q4: 3,887 shares 3,887 $377K <0.01% +111 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: 7,447 shares; 2024Q4: 7,717 shares; 2025Q1: 1,146 shares; 2025Q2: 1,319 shares; 2025Q3: 1,380 shares; 2025Q4: 1,160 shares 1,160 $376K <0.01% -220 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: 1,948 shares; 2024Q4: 2,849 shares; 2025Q1: 2,861 shares; 2025Q2: 2,600 shares; 2025Q3: 2,376 shares; 2025Q4: 2,975 shares 2,975 $374K <0.01% +599 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: not reported; 2024Q4: 70 shares; 2025Q1: 76 shares; 2025Q2: 63 shares; 2025Q3: 109 shares; 2025Q4: 110 shares 110 $373K <0.01% +1 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,424 shares; 2024Q4: 254,216 shares; 2025Q1: 252,909 shares; 2025Q2: 252,625 shares; 2025Q3: 7,155 shares; 2025Q4: 7,315 shares 7,315 $373K <0.01% +160 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 784 shares; 2025Q1: 1,131 shares; 2025Q2: 1,187 shares; 2025Q3: 629 shares; 2025Q4: 767 shares 767 $369K <0.01% +138 Timeline SPYG 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: 19,178 shares; 2025Q1: 5,492 shares; 2025Q2: not reported; 2025Q3: 6,941 shares; 2025Q4: 3,436 shares 3,436 $367K <0.01% -3,505 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,945 shares; 2025Q1: not reported; 2025Q2: 2,314 shares; 2025Q3: not reported; 2025Q4: 2,908 shares 2,908 $366K <0.01% new 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: 9,777 shares; 2024Q4: 14,474 shares; 2025Q1: 5,218 shares; 2025Q2: 9,801 shares; 2025Q3: 9,742 shares; 2025Q4: 4,947 shares 4,947 $364K <0.01% -4,795 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: 1,026 shares; 2025Q2: 1,736 shares; 2025Q3: 1,862 shares; 2025Q4: 2,073 shares 2,073 $364K <0.01% +211 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 9,095 shares; 2025Q1: 6,060 shares; 2025Q2: 4,158 shares; 2025Q3: 4,253 shares; 2025Q4: 4,514 shares 4,514 $363K <0.01% +261 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 4,420 shares; 2025Q1: 10,263 shares; 2025Q2: 3,011 shares; 2025Q3: 6,355 shares; 2025Q4: 4,630 shares 4,630 $361K <0.01% -1,725 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,199 shares; 2025Q1: 4,256 shares; 2025Q2: not reported; 2025Q3: 3,598 shares; 2025Q4: 3,727 shares 3,727 $359K <0.01% +129 Timeline SCHP 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: 13,523 shares 13,523 $358K <0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,803 shares; 2024Q4: 200,872 shares; 2025Q1: 275,874 shares; 2025Q2: 323,682 shares; 2025Q3: 327,583 shares; 2025Q4: 3,176 shares 3,176 $355K <0.01% -324,407 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,281 shares; 2025Q3: 5,184 shares; 2025Q4: 5,185 shares 5,185 $354K <0.01% +1 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest 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: 4,648 shares 4,648 $354K <0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 1,038 shares; 2025Q1: 1,093 shares; 2025Q2: 1,596 shares; 2025Q3: 768 shares; 2025Q4: 1,116 shares 1,116 $352K <0.01% +348 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 519 shares 519 $350K <0.01% +138 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,587 shares; 2025Q1: 6,157 shares; 2025Q2: 5,065 shares; 2025Q3: 4,597 shares; 2025Q4: 4,216 shares 4,216 $350K <0.01% -381 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,887 shares; 2024Q4: 8,391 shares; 2025Q1: 4,355 shares; 2025Q2: 3,828 shares; 2025Q3: 3,351 shares; 2025Q4: 3,700 shares 3,700 $348K <0.01% +349 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,872 shares; 2025Q3: 2,128 shares; 2025Q4: 2,546 shares 2,546 $348K <0.01% +418 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 13,142 shares; 2025Q1: 5,650 shares; 2025Q2: 5,089 shares; 2025Q3: 10,076 shares; 2025Q4: 7,471 shares 7,471 $348K <0.01% -2,605 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,939 shares; 2025Q2: 11,702 shares; 2025Q3: 6,051 shares; 2025Q4: 3,453 shares 3,453 $347K <0.01% -2,598 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,705 shares; 2025Q1: 1,375 shares; 2025Q2: 1,734 shares; 2025Q3: 1,608 shares; 2025Q4: 1,637 shares 1,637 $346K <0.01% +29 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,662 shares; 2025Q3: not reported; 2025Q4: 3,711 shares 3,711 $343K <0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,217 shares; 2025Q1: 1,631 shares; 2025Q2: 1,199 shares; 2025Q3: 1,213 shares; 2025Q4: 1,850 shares 1,850 $341K <0.01% +637 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,531 shares; 2025Q1: 7,520 shares; 2025Q2: 5,092 shares; 2025Q3: 5,047 shares; 2025Q4: 5,677 shares 5,677 $341K <0.01% +630 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,472 shares; 2025Q1: 4,972 shares; 2025Q2: 5,128 shares; 2025Q3: 5,378 shares; 2025Q4: 4,911 shares 4,911 $341K <0.01% -467 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: 905 shares; 2024Q4: 913 shares; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: not reported; 2025Q4: 1,127 shares 1,127 $341K <0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 2,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 1,181 shares 1,181 $339K <0.01% +200 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,435 shares; 2024Q4: 4,038 shares; 2025Q1: 4,497 shares; 2025Q2: 3,596 shares; 2025Q3: 7,044 shares; 2025Q4: 5,262 shares 5,262 $339K <0.01% -1,782 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,531 shares 22,531 $338K <0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,137 shares; 2025Q1: 3,019 shares; 2025Q2: 2,841 shares; 2025Q3: 1,645 shares; 2025Q4: 2,517 shares 2,517 $336K <0.01% +872 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,053 shares 4,053 $334K <0.01% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,006 shares; 2025Q1: not reported; 2025Q2: 3,383 shares; 2025Q3: 3,218 shares; 2025Q4: 3,419 shares 3,419 $332K <0.01% +201 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,168 shares 10,168 $331K <0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,892 shares; 2024Q4: 36,951 shares; 2025Q1: 30,141 shares; 2025Q2: 23,670 shares; 2025Q3: 23,337 shares; 2025Q4: 23,489 shares 23,489 $330K <0.01% +152 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: not reported; 2024Q4: 2,861 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 2,287 shares 2,287 $328K <0.01% -63 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 4,321 shares; 2025Q1: 4,206 shares; 2025Q2: 3,879 shares; 2025Q3: 3,672 shares; 2025Q4: 3,828 shares 3,828 $328K <0.01% +156 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares 541 $327K <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: 2,370 shares; 2024Q4: 3,619 shares; 2025Q1: 4,044 shares; 2025Q2: 3,195 shares; 2025Q3: 3,051 shares; 2025Q4: 2,855 shares 2,855 $322K <0.01% -196 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,710 shares 1,710 $317K <0.01% +123 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL 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: 7,317 shares 7,317 $317K <0.01% new 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: 2,348 shares; 2025Q3: 2,751 shares; 2025Q4: 2,787 shares 2,787 $315K <0.01% +36 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: not reported; 2024Q4: 3,450 shares; 2025Q1: 8,627 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,355 shares 5,355 $315K <0.01% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: not reported; 2025Q1: 6,135 shares; 2025Q2: not reported; 2025Q3: 6,517 shares; 2025Q4: 4,520 shares 4,520 $314K <0.01% -1,997 Timeline PFSI PENNYMAC FINL SVCS INC NEW More: the full row for PENNYMAC FINL SVCS 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: 2,378 shares 2,378 $314K <0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,792 shares; 2025Q1: 10,259 shares; 2025Q2: 23,966 shares; 2025Q3: 9,978 shares; 2025Q4: 11,950 shares 11,950 $313K <0.01% +1,972 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,150 shares; 2025Q1: 1,333 shares; 2025Q2: 1,541 shares; 2025Q3: 1,619 shares; 2025Q4: 1,265 shares 1,265 $313K <0.01% -354 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,654 shares; 2025Q1: 1,892 shares; 2025Q2: 2,132 shares; 2025Q3: 1,990 shares; 2025Q4: 2,447 shares 2,447 $312K <0.01% +457 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,470 shares; 2024Q4: 7,976 shares; 2025Q1: 8,009 shares; 2025Q2: 6,018 shares; 2025Q3: 4,728 shares; 2025Q4: 4,782 shares 4,782 $311K <0.01% +54 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: 1,015 shares; 2025Q3: 1,004 shares; 2025Q4: 1,090 shares 1,090 $311K <0.01% +86 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,970 shares; 2025Q4: 8,935 shares 8,935 $308K <0.01% -35 Timeline EPI 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: not reported; 2025Q4: 6,620 shares 6,620 $306K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,297 shares 6,297 $306K <0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: 2,233 shares 2,233 $305K <0.01% -42 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,312 shares; 2025Q2: 2,700 shares; 2025Q3: 2,985 shares; 2025Q4: 3,515 shares 3,515 $303K <0.01% +530 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: 4,948 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,658 shares; 2025Q4: 2,214 shares 2,214 $301K <0.01% +556 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: 1,657 shares; 2024Q4: 3,008 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,732 shares 2,732 $299K <0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,849 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,103 shares 5,103 $296K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,449 shares; 2025Q1: 2,234 shares; 2025Q2: 911 shares; 2025Q3: 967 shares; 2025Q4: 1,178 shares 1,178 $295K <0.01% +211 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 1,667 shares; 2025Q3: 1,841 shares; 2025Q4: 2,048 shares 2,048 $292K <0.01% +207 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 185 shares; 2025Q3: 200 shares; 2025Q4: 134 shares 134 $289K <0.01% -66 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,605 shares; 2025Q2: 4,240 shares; 2025Q3: 4,034 shares; 2025Q4: 5,053 shares 5,053 $285K <0.01% +1,019 Timeline OIH 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: 903 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,014 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $285K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,087 shares; 2025Q3: not reported; 2025Q4: 1,594 shares 1,594 $283K <0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,546 shares 3,546 $283K <0.01% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,261 shares; 2024Q4: 22,261 shares; 2025Q1: 22,262 shares; 2025Q2: 22,461 shares; 2025Q3: 22,461 shares; 2025Q4: 22,461 shares 22,461 $281K <0.01% 0 Timeline NOBL 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: 3,875 shares; 2025Q2: 3,675 shares; 2025Q3: 2,451 shares; 2025Q4: 2,689 shares 2,689 $280K <0.01% +238 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,308 shares; 2025Q2: 8,254 shares; 2025Q3: 7,573 shares; 2025Q4: 8,865 shares 8,865 $279K <0.01% +1,292 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: 4,848 shares; 2025Q1: not reported; 2025Q2: 4,894 shares; 2025Q3: 5,648 shares; 2025Q4: 5,959 shares 5,959 $279K <0.01% +311 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,880 shares; 2024Q4: 19,090 shares; 2025Q1: 19,333 shares; 2025Q2: 19,640 shares; 2025Q3: 22,009 shares; 2025Q4: 11,771 shares 11,771 $279K <0.01% -10,238 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,259 shares; 2025Q1: 4,445 shares; 2025Q2: 6,080 shares; 2025Q3: 10,898 shares; 2025Q4: 4,498 shares 4,498 $278K <0.01% -6,400 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 2,085 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,621 shares; 2025Q4: 2,011 shares 2,011 $276K <0.01% -1,610 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,947 shares; 2025Q3: 5,122 shares; 2025Q4: 4,540 shares 4,540 $274K <0.01% -582 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 5,363 shares; 2025Q3: 3,621 shares; 2025Q4: 5,223 shares 5,223 $274K <0.01% +1,602 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,818 shares 3,818 $272K <0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,032 shares; 2025Q1: 4,399 shares; 2025Q2: 5,288 shares; 2025Q3: 4,958 shares; 2025Q4: 5,065 shares 5,065 $272K <0.01% +107 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,828 shares 4,828 $269K <0.01% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,086 shares 7,086 $269K <0.01% new Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,757 shares; 2025Q3: 15,616 shares; 2025Q4: 17,431 shares 17,431 $267K <0.01% +1,815 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 18,766 shares; 2025Q4: 9,470 shares 9,470 $267K <0.01% -9,296 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: 3,585 shares; 2024Q4: 3,667 shares; 2025Q1: 3,933 shares; 2025Q2: 3,668 shares; 2025Q3: 5,021 shares; 2025Q4: 3,773 shares 3,773 $265K <0.01% -1,248 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,052 shares 8,052 $264K <0.01% new 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: not reported; 2024Q4: 3,713 shares; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 3,209 shares; 2025Q4: 2,985 shares 2,985 $264K <0.01% -224 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,054 shares 5,054 $263K <0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 889 shares; 2025Q1: 1,191 shares; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,348 shares 1,348 $262K <0.01% +134 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares 2,922 $261K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,571 shares 13,571 $259K <0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,559 shares; 2025Q1: 8,775 shares; 2025Q2: not reported; 2025Q3: 4,388 shares; 2025Q4: 4,555 shares 4,555 $259K <0.01% +167 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,992 shares; 2025Q1: 1,301 shares; 2025Q2: 2,446 shares; 2025Q3: 1,221 shares; 2025Q4: 1,235 shares 1,235 $258K <0.01% +14 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: 224,589 shares; 2024Q4: 223,767 shares; 2025Q1: 13,561 shares; 2025Q2: 3,131 shares; 2025Q3: 3,895 shares; 2025Q4: 2,968 shares 2,968 $256K <0.01% -927 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: not reported; 2025Q1: 20,156 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,405 shares 4,405 $256K <0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,064 shares; 2025Q4: 2,546 shares 2,546 $255K <0.01% +482 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,513 shares; 2024Q4: 10,129 shares; 2025Q1: 11,465 shares; 2025Q2: 8,881 shares; 2025Q3: 8,878 shares; 2025Q4: 8,916 shares 8,916 $252K <0.01% +38 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: 2,789 shares; 2025Q4: 1,102 shares 1,102 $251K <0.01% -1,687 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,555 shares; 2025Q4: 5,217 shares 5,217 $250K <0.01% +662 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 34 shares 34 $249K <0.01% +8 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,543 shares 6,543 $249K <0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,211 shares; 2025Q2: 9,983 shares; 2025Q3: 13,987 shares; 2025Q4: 5,487 shares 5,487 $248K <0.01% -8,500 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: not reported; 2025Q4: 1,130 shares 1,130 $248K <0.01% new Timeline FELC 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: 6,737 shares; 2025Q1: 7,251 shares; 2025Q2: not reported; 2025Q3: 7,817 shares; 2025Q4: 6,490 shares 6,490 $248K <0.01% -1,327 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 265 shares 265 $248K <0.01% -118 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,212 shares 2,212 $247K <0.01% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 534 shares; 2025Q1: 556 shares; 2025Q2: 599 shares; 2025Q3: 607 shares; 2025Q4: 611 shares 611 $247K <0.01% +4 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 749 shares 749 $246K <0.01% +63 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,651 shares; 2025Q2: not reported; 2025Q3: 12,308 shares; 2025Q4: 10,979 shares 10,979 $246K <0.01% -1,329 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,915 shares; 2025Q1: 1,920 shares; 2025Q2: 2,145 shares; 2025Q3: not reported; 2025Q4: 1,996 shares 1,996 $245K <0.01% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,518 shares 3,518 $245K <0.01% new Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,916 shares 4,916 $245K <0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,911 shares 7,911 $245K <0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,850 shares 2,850 $245K <0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: not reported; 2025Q1: 4,973 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,520 shares 3,520 $244K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,066 shares; 2025Q4: 6,025 shares 6,025 $242K <0.01% +959 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,187 shares 1,187 $241K <0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 928 shares 928 $238K <0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,721 shares 2,721 $235K <0.01% new Timeline MINN 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: 10,385 shares; 2025Q4: 10,385 shares 10,385 $234K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL 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: 2,240 shares; 2025Q3: not reported; 2025Q4: 2,222 shares 2,222 $231K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,031 shares; 2025Q2: 3,708 shares; 2025Q3: 3,084 shares; 2025Q4: 3,454 shares 3,454 $230K <0.01% +370 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 312 shares; 2025Q1: 280 shares; 2025Q2: 250 shares; 2025Q3: 154 shares; 2025Q4: 135 shares 135 $230K <0.01% -19 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: not reported; 2025Q1: 1,950 shares; 2025Q2: not reported; 2025Q3: 2,016 shares; 2025Q4: 2,172 shares 2,172 $229K <0.01% +156 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,225 shares; 2025Q3: 4,824 shares; 2025Q4: 3,792 shares 3,792 $228K <0.01% -1,032 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,017 shares 1,017 $227K <0.01% new Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,777 shares; 2024Q4: 693,147 shares; 2025Q1: 1,318,383 shares; 2025Q2: 671,307 shares; 2025Q3: 22,696 shares; 2025Q4: 3,430 shares 3,430 $226K <0.01% -19,266 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,349 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,483 shares 3,483 $224K <0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 597 shares; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 586 shares; 2025Q4: 635 shares 635 $224K <0.01% +49 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,066 shares; 2025Q4: 2,229 shares 2,229 $223K <0.01% +163 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest 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: 4,770 shares 4,770 $223K <0.01% new Timeline EWG 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: 4,939 shares; 2025Q3: 4,839 shares; 2025Q4: 5,227 shares 5,227 $222K <0.01% +388 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,879 shares 2,879 $222K <0.01% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,297 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,370 shares 4,370 $221K <0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,031 shares; 2025Q1: 20,728 shares; 2025Q2: 13,126 shares; 2025Q3: 13,371 shares; 2025Q4: 8,121 shares 8,121 $221K <0.01% -5,250 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: 2,314 shares 2,314 $221K <0.01% +179 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,348 shares; 2025Q2: 1,224 shares; 2025Q3: not reported; 2025Q4: 1,269 shares 1,269 $220K <0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,034 shares 5,034 $219K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,423 shares; 2024Q4: 5,746 shares; 2025Q1: 20,898 shares; 2025Q2: 6,710 shares; 2025Q3: not reported; 2025Q4: 4,118 shares 4,118 $218K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 751 shares; 2025Q2: not reported; 2025Q3: 758 shares; 2025Q4: 833 shares 833 $216K <0.01% +75 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238 shares 238 $216K <0.01% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,479 shares; 2025Q4: 1,227 shares 1,227 $215K <0.01% -252 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,691 shares; 2025Q1: not reported; 2025Q2: 7,510 shares; 2025Q3: not reported; 2025Q4: 4,566 shares 4,566 $214K <0.01% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 4,895 shares 4,895 $214K <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: 687 shares; 2025Q4: 683 shares 683 $214K <0.01% -4 Timeline BBEU 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: 2,908 shares 2,908 $213K <0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest 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: 6,429 shares; 2025Q4: 6,134 shares 6,134 $213K <0.01% -295 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,766 shares 2,766 $212K <0.01% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,286 shares; 2025Q3: not reported; 2025Q4: 4,182 shares 4,182 $212K <0.01% new Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 3,170 shares; 2025Q1: 3,003 shares; 2025Q2: 3,015 shares; 2025Q3: 2,373 shares; 2025Q4: 2,159 shares 2,159 $211K <0.01% -214 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,206,172 shares; 2024Q4: 2,281,315 shares; 2025Q1: 2,253,298 shares; 2025Q2: 852,089 shares; 2025Q3: 36,297 shares; 2025Q4: 3,743 shares 3,743 $211K <0.01% -32,554 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,305 shares; 2025Q4: 7,735 shares 7,735 $210K <0.01% +430 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,255 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,116 shares 2,116 $210K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares 818 $210K <0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 697 shares; 2025Q1: 643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 304 shares 304 $206K <0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,003 shares; 2025Q2: not reported; 2025Q3: 4,301 shares; 2025Q4: 3,501 shares 3,501 $205K <0.01% -800 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,746 shares 1,746 $205K <0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,436 shares; 2025Q3: 22,143 shares; 2025Q4: 31,624 shares 31,624 $205K <0.01% +9,481 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: 383 shares; 2025Q4: 328 shares 328 $205K <0.01% -55 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,839 shares; 2024Q4: 253,871 shares; 2025Q1: 402,115 shares; 2025Q2: 399,689 shares; 2025Q3: 7,682 shares; 2025Q4: 7,682 shares 7,682 $203K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,058 shares 4,058 $203K <0.01% new 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: 6,368 shares; 2024Q4: 10,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,177 shares; 2025Q4: 9,094 shares 9,094 $203K <0.01% -83 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 8,288 shares; 2025Q1: 16,710 shares; 2025Q2: not reported; 2025Q3: 3,990 shares; 2025Q4: 3,397 shares 3,397 $202K <0.01% -593 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,437 shares 1,437 $201K <0.01% new Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM 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: 10,173 shares 10,173 $192K <0.01% new Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,360 shares; 2024Q4: 55,360 shares; 2025Q1: 55,360 shares; 2025Q2: 65,875 shares; 2025Q3: 65,875 shares; 2025Q4: 65,875 shares 65,875 $154K <0.01% 0 Timeline