SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,360 shares; 2025Q1: 10,693 shares; 2025Q2: 12,096 shares; 2025Q3: 11,816 shares; 2025Q4: 11,957 shares 11,957 $981K 0.01% +141 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: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,198 shares 2,198 $979K 0.01% new Timeline ISHG 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: 22,439 shares; 2025Q4: 12,999 shares 12,999 $978K 0.01% -9,440 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: 16,925 shares; 2024Q4: 23,352 shares; 2025Q1: 23,901 shares; 2025Q2: 21,939 shares; 2025Q3: 18,182 shares; 2025Q4: 20,443 shares 20,443 $978K 0.01% +2,261 Timeline XLRE 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: 20,276 shares; 2024Q4: 10,830 shares; 2025Q1: 28,741 shares; 2025Q2: 27,737 shares; 2025Q3: 48,108 shares; 2025Q4: 24,226 shares 24,226 $978K 0.01% -23,882 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: 3,047 shares; 2025Q2: 7,103 shares; 2025Q3: 6,984 shares; 2025Q4: 6,981 shares 6,981 $976K 0.01% -3 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: 9,968 shares; 2024Q4: 7,764 shares; 2025Q1: 7,468 shares; 2025Q2: 6,982 shares; 2025Q3: 12,307 shares; 2025Q4: 13,040 shares 13,040 $961K 0.01% +733 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: 3,236 shares; 2024Q4: 2,177 shares; 2025Q1: 2,464 shares; 2025Q2: 5,907 shares; 2025Q3: 6,273 shares; 2025Q4: 7,628 shares 7,628 $960K 0.01% +1,355 Timeline DFEV 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: 16,979 shares; 2025Q2: 16,450 shares; 2025Q3: 29,316 shares; 2025Q4: 28,323 shares 28,323 $956K 0.01% -993 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,305 shares; 2025Q4: 28,909 shares 28,909 $955K 0.01% -14,396 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,372 shares; 2025Q4: 14,126 shares 14,126 $952K 0.01% +2,754 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 2,523 shares; 2025Q1: 5,318 shares; 2025Q2: 4,912 shares; 2025Q3: 9,755 shares; 2025Q4: 6,298 shares 6,298 $949K 0.01% -3,457 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,927 shares; 2025Q4: 25,727 shares 25,727 $948K 0.01% +8,800 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,705 shares; 2024Q4: 8,833 shares; 2025Q1: 9,991 shares; 2025Q2: 9,399 shares; 2025Q3: not reported; 2025Q4: 7,092 shares 7,092 $941K 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 15,593 shares; 2025Q1: 14,386 shares; 2025Q2: 19,446 shares; 2025Q3: 12,033 shares; 2025Q4: 23,857 shares 23,857 $934K 0.01% +11,824 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,189 shares; 2024Q4: 32,538 shares; 2025Q1: 33,293 shares; 2025Q2: 29,087 shares; 2025Q3: 19,497 shares; 2025Q4: 34,359 shares 34,359 $931K 0.01% +14,862 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,318 shares; 2025Q1: 9,443 shares; 2025Q2: 17,497 shares; 2025Q3: 21,968 shares; 2025Q4: 23,149 shares 23,149 $931K 0.01% +1,181 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,530 shares; 2025Q1: 6,671 shares; 2025Q2: 19,195 shares; 2025Q3: 15,385 shares; 2025Q4: 24,036 shares 24,036 $929K 0.01% +8,651 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,160 shares 20,160 $925K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,255 shares; 2025Q4: 19,722 shares 19,722 $923K 0.01% +13,467 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: not reported; 2025Q3: 5,842 shares; 2025Q4: 11,420 shares 11,420 $922K 0.01% +5,578 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: 1,038 shares; 2024Q4: 1,671 shares; 2025Q1: 4,282 shares; 2025Q2: 6,863 shares; 2025Q3: 7,021 shares; 2025Q4: 3,374 shares 3,374 $921K 0.01% -3,647 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,648 shares; 2024Q4: 11,644 shares; 2025Q1: 12,421 shares; 2025Q2: 12,730 shares; 2025Q3: not reported; 2025Q4: 13,259 shares 13,259 $918K 0.01% new 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: 1,738 shares; 2024Q4: 1,809 shares; 2025Q1: 2,071 shares; 2025Q2: 2,066 shares; 2025Q3: 698 shares; 2025Q4: 2,037 shares 2,037 $906K 0.01% +1,339 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,553 shares; 2025Q3: 1,051 shares; 2025Q4: 3,284 shares 3,284 $905K 0.01% +2,233 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,288 shares; 2025Q1: 14,870 shares; 2025Q2: not reported; 2025Q3: 16,130 shares; 2025Q4: 16,973 shares 16,973 $902K 0.01% +843 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,349 shares; 2025Q2: 16,144 shares; 2025Q3: 41,249 shares; 2025Q4: 25,489 shares 25,489 $901K 0.01% -15,760 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 8,169 shares; 2025Q1: 9,529 shares; 2025Q2: 9,645 shares; 2025Q3: 10,194 shares; 2025Q4: 8,211 shares 8,211 $899K 0.01% -1,983 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: 8,006 shares; 2024Q4: 3,523 shares; 2025Q1: 5,009 shares; 2025Q2: 9,047 shares; 2025Q3: 13,723 shares; 2025Q4: 13,408 shares 13,408 $899K 0.01% -315 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: 24,584 shares; 2024Q4: 21,457 shares; 2025Q1: 23,512 shares; 2025Q2: 20,480 shares; 2025Q3: 27,459 shares; 2025Q4: 16,939 shares 16,939 $896K 0.01% -10,520 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,955 shares 35,955 $892K 0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,300 shares; 2025Q1: 11,259 shares; 2025Q2: 8,377 shares; 2025Q3: 23,650 shares; 2025Q4: 11,494 shares 11,494 $889K 0.01% -12,156 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: not reported; 2024Q4: not reported; 2025Q1: 2,148 shares; 2025Q2: 2,318 shares; 2025Q3: 2,351 shares; 2025Q4: 1,549 shares 1,549 $889K 0.01% -802 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: 2,823 shares; 2024Q4: 2,673 shares; 2025Q1: 3,568 shares; 2025Q2: 10,504 shares; 2025Q3: 14,637 shares; 2025Q4: 4,918 shares 4,918 $887K 0.01% -9,719 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 9,945 shares; 2025Q2: 9,454 shares; 2025Q3: 23,281 shares; 2025Q4: 25,711 shares 25,711 $886K 0.01% +2,430 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 12,406 shares 12,406 $886K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 4,400 shares; 2025Q1: 6,682 shares; 2025Q2: 6,755 shares; 2025Q3: 6,894 shares; 2025Q4: 6,415 shares 6,415 $885K 0.01% -479 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,331 shares; 2025Q3: 9,022 shares; 2025Q4: 7,102 shares 7,102 $884K 0.01% -1,920 Timeline HFGM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,349 shares 30,349 $875K 0.01% new Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,178 shares; 2025Q4: 7,169 shares 7,169 $875K 0.01% -5,009 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,630 shares; 2025Q3: not reported; 2025Q4: 13,078 shares 13,078 $868K 0.01% new 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: 2,094 shares; 2024Q4: 1,298 shares; 2025Q1: 2,776 shares; 2025Q2: 3,248 shares; 2025Q3: 5,007 shares; 2025Q4: 3,179 shares 3,179 $862K 0.01% -1,828 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: 8,273 shares; 2025Q3: 6,762 shares; 2025Q4: 6,974 shares 6,974 $858K 0.01% +212 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 15,587 shares; 2025Q3: 17,433 shares; 2025Q4: 14,173 shares 14,173 $846K 0.01% -3,260 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,224 shares; 2025Q1: 15,854 shares; 2025Q2: 10,783 shares; 2025Q3: 10,561 shares; 2025Q4: 9,156 shares 9,156 $846K 0.01% -1,405 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,815 shares; 2025Q2: 6,441 shares; 2025Q3: 12,999 shares; 2025Q4: 15,471 shares 15,471 $845K 0.01% +2,472 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB 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: 1,644 shares; 2025Q3: 4,946 shares; 2025Q4: 7,796 shares 7,796 $838K 0.01% +2,850 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 11,189 shares; 2025Q1: 12,223 shares; 2025Q2: 13,409 shares; 2025Q3: 10,523 shares; 2025Q4: 8,792 shares 8,792 $838K 0.01% -1,731 Timeline AVSU 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: 14,142 shares; 2025Q4: 10,974 shares 10,974 $837K 0.01% -3,168 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: 5,525 shares; 2024Q4: 5,699 shares; 2025Q1: 6,965 shares; 2025Q2: 7,683 shares; 2025Q3: 7,125 shares; 2025Q4: 4,506 shares 4,506 $836K 0.01% -2,619 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,277 shares; 2025Q2: 2,965 shares; 2025Q3: 5,209 shares; 2025Q4: 3,746 shares 3,746 $834K 0.01% -1,463 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,796 shares; 2025Q2: 6,848 shares; 2025Q3: 19,543 shares; 2025Q4: 16,566 shares 16,566 $829K 0.01% -2,977 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,321 shares; 2024Q4: 15,646 shares; 2025Q1: 28,647 shares; 2025Q2: 34,948 shares; 2025Q3: 63,218 shares; 2025Q4: 16,626 shares 16,626 $825K 0.01% -46,592 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: 35,333 shares; 2024Q4: 49,566 shares; 2025Q1: 43,579 shares; 2025Q2: 28,815 shares; 2025Q3: 34,790 shares; 2025Q4: 39,944 shares 39,944 $824K 0.01% +5,154 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 5,615 shares; 2025Q4: 8,186 shares 8,186 $822K 0.01% +2,571 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: 2,899 shares; 2024Q4: 1,430 shares; 2025Q1: 4,086 shares; 2025Q2: 5,251 shares; 2025Q3: 6,618 shares; 2025Q4: 3,937 shares 3,937 $820K 0.01% -2,681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,398 shares; 2025Q3: 9,001 shares; 2025Q4: 8,189 shares 8,189 $817K 0.01% -812 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,753 shares; 2025Q4: 15,116 shares 15,116 $817K 0.01% +9,363 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,783 shares; 2024Q4: 9,196 shares; 2025Q1: 8,903 shares; 2025Q2: 5,711 shares; 2025Q3: 9,820 shares; 2025Q4: 5,867 shares 5,867 $816K 0.01% -3,953 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3,900 shares; 2025Q1: 5,434 shares; 2025Q2: 4,319 shares; 2025Q3: 5,763 shares; 2025Q4: 9,227 shares 9,227 $814K 0.01% +3,464 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,830 shares; 2024Q4: 25,586 shares; 2025Q1: 20,944 shares; 2025Q2: 18,636 shares; 2025Q3: 18,120 shares; 2025Q4: 15,733 shares 15,733 $812K 0.01% -2,387 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 5,037 shares; 2025Q1: 6,679 shares; 2025Q2: 6,703 shares; 2025Q3: 10,307 shares; 2025Q4: 8,814 shares 8,814 $810K 0.01% -1,493 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,599 shares; 2025Q1: 29,179 shares; 2025Q2: 12,661 shares; 2025Q3: 20,371 shares; 2025Q4: 12,795 shares 12,795 $808K 0.01% -7,576 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,292 shares; 2025Q1: 23,050 shares; 2025Q2: 27,653 shares; 2025Q3: 30,327 shares; 2025Q4: 26,772 shares 26,772 $798K 0.01% -3,555 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: 3,799 shares; 2024Q4: 3,783 shares; 2025Q1: 12,260 shares; 2025Q2: 16,217 shares; 2025Q3: 13,016 shares; 2025Q4: 9,261 shares 9,261 $792K 0.01% -3,755 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: not reported; 2025Q1: 3,140 shares; 2025Q2: 4,461 shares; 2025Q3: 7,323 shares; 2025Q4: 1,875 shares 1,875 $792K 0.01% -5,448 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,597 shares 9,597 $784K 0.01% new Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL 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: 13,731 shares; 2025Q2: 12,218 shares; 2025Q3: 18,964 shares; 2025Q4: 25,888 shares 25,888 $781K 0.01% +6,924 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,555 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,786 shares 20,786 $780K 0.01% new 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: not reported; 2025Q3: 3,550 shares; 2025Q4: 5,710 shares 5,710 $780K 0.01% +2,160 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,603 shares; 2024Q4: 14,548 shares; 2025Q1: 18,789 shares; 2025Q2: 15,457 shares; 2025Q3: 11,681 shares; 2025Q4: 11,451 shares 11,451 $780K 0.01% -230 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,476 shares; 2025Q4: 15,425 shares 15,425 $779K 0.01% -10,051 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: 10,582 shares; 2024Q4: 5,798 shares; 2025Q1: 11,142 shares; 2025Q2: 12,276 shares; 2025Q3: 8,765 shares; 2025Q4: 11,176 shares 11,176 $776K 0.01% +2,411 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: 2,739 shares; 2024Q4: 3,058 shares; 2025Q1: 5,021 shares; 2025Q2: 4,753 shares; 2025Q3: 10,521 shares; 2025Q4: 3,761 shares 3,761 $771K 0.01% -6,760 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 2,210 shares; 2025Q2: 3,095 shares; 2025Q3: 3,457 shares; 2025Q4: 4,440 shares 4,440 $770K 0.01% +983 Timeline MOAT 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: 4,559 shares; 2024Q4: 4,542 shares; 2025Q1: 5,926 shares; 2025Q2: 5,847 shares; 2025Q3: 11,548 shares; 2025Q4: 7,431 shares 7,431 $770K 0.01% -4,117 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,445 shares; 2025Q2: 1,712 shares; 2025Q3: not reported; 2025Q4: 6,200 shares 6,200 $769K 0.01% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,504 shares; 2025Q1: 1,945 shares; 2025Q2: 2,005 shares; 2025Q3: 2,373 shares; 2025Q4: 2,134 shares 2,134 $769K 0.01% -239 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,588 shares; 2025Q1: 19,569 shares; 2025Q2: 14,448 shares; 2025Q3: 15,465 shares; 2025Q4: 13,742 shares 13,742 $764K 0.01% -1,723 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,945 shares; 2025Q2: 11,260 shares; 2025Q3: 13,726 shares; 2025Q4: 3,369 shares 3,369 $763K 0.01% -10,357 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: 2,163 shares; 2025Q1: 2,766 shares; 2025Q2: 5,077 shares; 2025Q3: 6,876 shares; 2025Q4: 7,124 shares 7,124 $763K 0.01% +248 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: 6,860 shares; 2024Q4: 5,529 shares; 2025Q1: 2,455 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,177 shares 4,177 $760K 0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,960 shares; 2025Q1: 33,973 shares; 2025Q2: 34,942 shares; 2025Q3: 33,537 shares; 2025Q4: 32,181 shares 32,181 $750K 0.01% -1,356 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 13,089 shares; 2025Q1: 11,746 shares; 2025Q2: 18,425 shares; 2025Q3: 11,062 shares; 2025Q4: 7,869 shares 7,869 $749K 0.01% -3,193 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,217 shares; 2025Q1: 8,947 shares; 2025Q2: 10,229 shares; 2025Q3: 22,835 shares; 2025Q4: 20,450 shares 20,450 $747K 0.01% -2,385 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: 1,523 shares; 2025Q1: 4,978 shares; 2025Q2: 2,503 shares; 2025Q3: 3,158 shares; 2025Q4: 2,913 shares 2,913 $746K 0.01% -245 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,922 shares; 2025Q4: 11,059 shares 11,059 $745K 0.01% -2,863 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: 7,348 shares; 2024Q4: 8,354 shares; 2025Q1: 10,315 shares; 2025Q2: 11,287 shares; 2025Q3: 19,348 shares; 2025Q4: 16,157 shares 16,157 $741K 0.01% -3,191 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,910 shares 28,910 $740K 0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,309 shares; 2025Q2: 35,356 shares; 2025Q3: 97,989 shares; 2025Q4: 54,553 shares 54,553 $740K 0.01% -43,436 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,425 shares; 2025Q2: 38,148 shares; 2025Q3: 102,307 shares; 2025Q4: 59,072 shares 59,072 $734K 0.01% -43,235 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,053 shares; 2025Q3: 9,595 shares; 2025Q4: 9,550 shares 9,550 $727K 0.01% -45 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL 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: 9,403 shares; 2025Q2: 9,283 shares; 2025Q3: 16,588 shares; 2025Q4: 27,037 shares 27,037 $718K 0.01% +10,449 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,440 shares; 2025Q1: 10,884 shares; 2025Q2: 15,205 shares; 2025Q3: 11,631 shares; 2025Q4: 9,516 shares 9,516 $717K 0.01% -2,115 Timeline SCYB 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: 25,677 shares; 2025Q3: 33,795 shares; 2025Q4: 27,043 shares 27,043 $714K 0.01% -6,752 Timeline SCHO 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: 22,931 shares; 2024Q4: 58,910 shares; 2025Q1: 60,057 shares; 2025Q2: 77,824 shares; 2025Q3: 80,198 shares; 2025Q4: 29,222 shares 29,222 $712K 0.01% -50,976 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,348 shares; 2024Q4: 8,782 shares; 2025Q1: 21,365 shares; 2025Q2: 22,973 shares; 2025Q3: 19,619 shares; 2025Q4: 35,379 shares 35,379 $710K 0.01% +15,760 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,235 shares; 2025Q3: 7,065 shares; 2025Q4: 5,679 shares 5,679 $709K 0.01% -1,386 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,456 shares; 2024Q4: 25,933 shares; 2025Q1: 41,304 shares; 2025Q2: 39,555 shares; 2025Q3: 36,341 shares; 2025Q4: 29,502 shares 29,502 $709K 0.01% -6,839 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale 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: 10,812 shares 10,812 $708K 0.01% new Timeline FLOT 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: 15,321 shares; 2024Q4: 5,107 shares; 2025Q1: 15,408 shares; 2025Q2: 16,913 shares; 2025Q3: 26,190 shares; 2025Q4: 13,777 shares 13,777 $701K 0.01% -12,413 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 5,983 shares; 2025Q1: 5,973 shares; 2025Q2: 5,895 shares; 2025Q3: 5,431 shares; 2025Q4: 5,322 shares 5,322 $700K 0.01% -109 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,959 shares; 2024Q4: 12,377 shares; 2025Q1: 6,112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,034 shares 8,034 $698K 0.01% new Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 2,588 shares; 2025Q2: 2,609 shares; 2025Q3: 3,547 shares; 2025Q4: 2,848 shares 2,848 $697K 0.01% -699 Timeline FDLO 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: 7,963 shares; 2024Q4: 6,747 shares; 2025Q1: 10,044 shares; 2025Q2: 10,068 shares; 2025Q3: 15,002 shares; 2025Q4: 10,420 shares 10,420 $696K 0.01% -4,582 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: 3,575 shares; 2024Q4: 3,480 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,349 shares; 2025Q4: 6,301 shares 6,301 $695K 0.01% +2,952 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: not reported; 2025Q1: 2,736 shares; 2025Q2: 3,493 shares; 2025Q3: 2,993 shares; 2025Q4: 7,207 shares 7,207 $691K 0.01% +4,214 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: 4,456 shares; 2024Q4: 4,282 shares; 2025Q1: 4,948 shares; 2025Q2: 2,046 shares; 2025Q3: 3,427 shares; 2025Q4: 6,115 shares 6,115 $690K 0.01% +2,688 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,725 shares; 2025Q1: not reported; 2025Q2: 1,787 shares; 2025Q3: 8,120 shares; 2025Q4: 6,236 shares 6,236 $688K 0.01% -1,884 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: 3,661 shares; 2024Q4: 3,917 shares; 2025Q1: 6,139 shares; 2025Q2: 4,634 shares; 2025Q3: 10,589 shares; 2025Q4: 5,389 shares 5,389 $688K 0.01% -5,200 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,503 shares 10,503 $687K 0.01% new Timeline EVUS 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: 7,313 shares; 2025Q2: 8,260 shares; 2025Q3: 32,310 shares; 2025Q4: 21,403 shares 21,403 $686K 0.01% -10,907 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,644 shares; 2024Q4: 10,194 shares; 2025Q1: 55,554 shares; 2025Q2: 66,811 shares; 2025Q3: 85,612 shares; 2025Q4: 82,273 shares 82,273 $685K 0.01% -3,339 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: 14,741 shares; 2025Q3: 9,384 shares; 2025Q4: 15,733 shares 15,733 $685K 0.01% +6,349 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: not reported; 2025Q1: 15,594 shares; 2025Q2: 16,774 shares; 2025Q3: 24,442 shares; 2025Q4: 14,889 shares 14,889 $685K 0.01% -9,553 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: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 1,053 shares; 2025Q3: 1,140 shares; 2025Q4: 1,009 shares 1,009 $683K 0.01% -131 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 2,313 shares; 2025Q2: 4,710 shares; 2025Q3: 4,224 shares; 2025Q4: 5,390 shares 5,390 $682K 0.01% +1,166 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,209 shares; 2025Q2: 2,732 shares; 2025Q3: 1,788 shares; 2025Q4: 3,329 shares 3,329 $680K 0.01% +1,541 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: 2,687 shares; 2024Q4: not reported; 2025Q1: 3,305 shares; 2025Q2: 29,752 shares; 2025Q3: 46,092 shares; 2025Q4: 5,578 shares 5,578 $679K 0.01% -40,514 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,039 shares; 2025Q1: 20,661 shares; 2025Q2: 19,354 shares; 2025Q3: 18,668 shares; 2025Q4: 15,843 shares 15,843 $679K 0.01% -2,825 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,827 shares; 2025Q2: 5,375 shares; 2025Q3: 4,083 shares; 2025Q4: 5,115 shares 5,115 $678K 0.01% +1,032 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: 4,017 shares; 2025Q2: 7,072 shares; 2025Q3: 4,570 shares; 2025Q4: 8,093 shares 8,093 $675K 0.01% +3,523 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,261 shares; 2025Q2: 4,074 shares; 2025Q3: 7,501 shares; 2025Q4: 3,355 shares 3,355 $674K 0.01% -4,146 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 2,711 shares; 2025Q1: not reported; 2025Q2: 4,731 shares; 2025Q3: 10,138 shares; 2025Q4: 3,836 shares 3,836 $674K 0.01% -6,302 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,964 shares; 2025Q4: 8,621 shares 8,621 $669K 0.01% -2,343 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: 23,583 shares; 2024Q4: 18,920 shares; 2025Q1: 19,736 shares; 2025Q2: 19,326 shares; 2025Q3: 14,503 shares; 2025Q4: 6,038 shares 6,038 $664K 0.01% -8,465 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,391 shares; 2025Q4: 17,161 shares 17,161 $662K 0.01% -6,230 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE 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: 6,440 shares; 2025Q3: 5,870 shares; 2025Q4: 9,372 shares 9,372 $661K 0.01% +3,502 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,624 shares; 2025Q1: 5,597 shares; 2025Q2: 7,734 shares; 2025Q3: 8,882 shares; 2025Q4: 9,459 shares 9,459 $656K 0.01% +577 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 2,405 shares; 2025Q2: 7,332 shares; 2025Q3: 9,678 shares; 2025Q4: 5,956 shares 5,956 $656K 0.01% -3,722 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: 1,867 shares; 2024Q4: not reported; 2025Q1: 3,805 shares; 2025Q2: 4,930 shares; 2025Q3: 5,722 shares; 2025Q4: 4,003 shares 4,003 $654K 0.01% -1,719 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: 8,033 shares; 2024Q4: 6,153 shares; 2025Q1: 10,069 shares; 2025Q2: 12,681 shares; 2025Q3: 24,212 shares; 2025Q4: 10,157 shares 10,157 $654K 0.01% -14,055 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,824 shares; 2025Q2: 3,433 shares; 2025Q3: 2,723 shares; 2025Q4: 6,413 shares 6,413 $650K 0.01% +3,690 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 5,500 shares; 2025Q3: 13,405 shares; 2025Q4: 9,656 shares 9,656 $647K 0.01% -3,749 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: 1,968 shares; 2024Q4: 2,736 shares; 2025Q1: 4,581 shares; 2025Q2: 7,243 shares; 2025Q3: 7,703 shares; 2025Q4: 5,137 shares 5,137 $646K 0.01% -2,566 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 31,960 shares; 2025Q1: 32,398 shares; 2025Q2: 31,489 shares; 2025Q3: 31,678 shares; 2025Q4: 33,102 shares 33,102 $646K 0.01% +1,424 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,487 shares; 2025Q1: 2,017 shares; 2025Q2: 1,132 shares; 2025Q3: 1,360 shares; 2025Q4: 1,869 shares 1,869 $644K 0.01% +509 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 6,108 shares; 2025Q1: 4,974 shares; 2025Q2: 5,101 shares; 2025Q3: not reported; 2025Q4: 5,145 shares 5,145 $642K 0.01% new Timeline LQD 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: 6,904 shares; 2024Q4: 7,688 shares; 2025Q1: 7,827 shares; 2025Q2: 7,379 shares; 2025Q3: 9,553 shares; 2025Q4: 5,807 shares 5,807 $640K 0.01% -3,746 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,536 shares; 2024Q4: 8,075 shares; 2025Q1: 11,086 shares; 2025Q2: 11,936 shares; 2025Q3: 13,467 shares; 2025Q4: 17,487 shares 17,487 $634K 0.01% +4,020 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: 2,168 shares; 2024Q4: 2,464 shares; 2025Q1: 4,259 shares; 2025Q2: 5,573 shares; 2025Q3: 3,123 shares; 2025Q4: 3,259 shares 3,259 $634K 0.01% +136 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,540 shares; 2025Q3: 10,356 shares; 2025Q4: 7,216 shares 7,216 $630K 0.01% -3,140 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: not reported; 2025Q1: 1,787 shares; 2025Q2: 1,355 shares; 2025Q3: 1,544 shares; 2025Q4: 2,001 shares 2,001 $630K 0.01% +457 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: not reported; 2025Q1: 4,536 shares; 2025Q2: 13,266 shares; 2025Q3: 25,494 shares; 2025Q4: 12,586 shares 12,586 $628K 0.01% -12,908 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 11,217 shares; 2025Q1: 12,091 shares; 2025Q2: 12,376 shares; 2025Q3: 5,331 shares; 2025Q4: 6,186 shares 6,186 $624K 0.01% +855 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,070 shares; 2025Q1: 2,079 shares; 2025Q2: 2,620 shares; 2025Q3: not reported; 2025Q4: 5,130 shares 5,130 $624K 0.01% new Timeline DLN 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: 3,209 shares; 2024Q4: 4,921 shares; 2025Q1: 6,914 shares; 2025Q2: 6,914 shares; 2025Q3: 8,816 shares; 2025Q4: 7,076 shares 7,076 $623K 0.01% -1,740 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,093 shares; 2025Q1: 12,339 shares; 2025Q2: 24,409 shares; 2025Q3: 19,060 shares; 2025Q4: 22,788 shares 22,788 $619K 0.01% +3,728 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,523 shares; 2024Q4: 13,099 shares; 2025Q1: 22,209 shares; 2025Q2: 21,859 shares; 2025Q3: 34,168 shares; 2025Q4: 18,466 shares 18,466 $618K 0.01% -15,702 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,905 shares; 2025Q2: 21,476 shares; 2025Q3: 51,536 shares; 2025Q4: 30,470 shares 30,470 $616K 0.01% -21,066 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,786 shares 15,786 $616K 0.01% new Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA 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: 18,173 shares; 2025Q4: 28,471 shares 28,471 $613K 0.01% +10,298 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,646 shares; 2024Q4: 20,558 shares; 2025Q1: 24,225 shares; 2025Q2: 18,676 shares; 2025Q3: 22,901 shares; 2025Q4: 23,366 shares 23,366 $612K 0.01% +465 Timeline KNG 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: 5,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,400 shares 12,400 $609K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: 1,030 shares; 2025Q3: not reported; 2025Q4: 1,443 shares 1,443 $609K 0.01% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: 1,369 shares; 2025Q4: 1,513 shares 1,513 $609K 0.01% +144 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,173 shares; 2024Q4: 4,925 shares; 2025Q1: 14,468 shares; 2025Q2: 14,532 shares; 2025Q3: 25,629 shares; 2025Q4: 12,059 shares 12,059 $608K 0.01% -13,570 Timeline ASH ASHLAND INC More: the full row for ASHLAND 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: 5,927 shares; 2025Q2: 12,037 shares; 2025Q3: 12,278 shares; 2025Q4: 10,348 shares 10,348 $607K 0.01% -1,930 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 551 shares; 2025Q2: 967 shares; 2025Q3: 3,171 shares; 2025Q4: 2,904 shares 2,904 $606K 0.01% -267 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,599 shares; 2025Q2: 8,294 shares; 2025Q3: 10,377 shares; 2025Q4: 6,928 shares 6,928 $606K 0.01% -3,449 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: 4,075 shares; 2024Q4: 4,057 shares; 2025Q1: 3,368 shares; 2025Q2: 3,996 shares; 2025Q3: 2,710 shares; 2025Q4: 4,533 shares 4,533 $605K 0.01% +1,823 Timeline SHV 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: 3,211 shares; 2024Q4: 23,589 shares; 2025Q1: 21,624 shares; 2025Q2: 7,595 shares; 2025Q3: 11,868 shares; 2025Q4: 5,491 shares 5,491 $605K 0.01% -6,377 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,679 shares; 2025Q1: 1,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682 shares 682 $600K 0.01% new 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: 1,690 shares; 2024Q4: 1,860 shares; 2025Q1: 2,667 shares; 2025Q2: 2,468 shares; 2025Q3: 1,823 shares; 2025Q4: 2,864 shares 2,864 $599K 0.01% +1,041 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 2,479 shares; 2025Q1: 3,727 shares; 2025Q2: 3,586 shares; 2025Q3: 5,041 shares; 2025Q4: 4,082 shares 4,082 $598K 0.01% -959 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 1,923 shares; 2025Q2: 1,974 shares; 2025Q3: 1,015 shares; 2025Q4: 1,144 shares 1,144 $598K 0.01% +129 Timeline LTPZ 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: 20,383 shares; 2024Q4: 9,952 shares; 2025Q1: 20,323 shares; 2025Q2: 18,519 shares; 2025Q3: 31,159 shares; 2025Q4: 11,538 shares 11,538 $597K 0.01% -19,621 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,327 shares; 2025Q1: 4,543 shares; 2025Q2: 3,015 shares; 2025Q3: 10,107 shares; 2025Q4: 7,919 shares 7,919 $594K 0.01% -2,188 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: 2,579 shares; 2025Q1: 3,278 shares; 2025Q2: 2,098 shares; 2025Q3: 4,325 shares; 2025Q4: 5,766 shares 5,766 $591K 0.01% +1,441 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,276 shares; 2025Q2: 2,148 shares; 2025Q3: 2,365 shares; 2025Q4: 2,814 shares 2,814 $580K 0.01% +449 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,570 shares; 2025Q1: 18,843 shares; 2025Q2: 21,567 shares; 2025Q3: 28,425 shares; 2025Q4: 22,653 shares 22,653 $580K 0.01% -5,772 Timeline SUSC 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: 22,041 shares; 2025Q2: 22,315 shares; 2025Q3: 39,803 shares; 2025Q4: 24,781 shares 24,781 $580K 0.01% -15,022 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,700 shares 15,700 $579K 0.01% new Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,162 shares; 2025Q1: not reported; 2025Q2: 6,426 shares; 2025Q3: 8,867 shares; 2025Q4: 6,753 shares 6,753 $578K 0.01% -2,114 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,414 shares; 2025Q1: 12,081 shares; 2025Q2: 11,944 shares; 2025Q3: 12,045 shares; 2025Q4: 11,883 shares 11,883 $576K 0.01% -162 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,482 shares 5,482 $576K 0.01% new Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,293 shares 8,293 $574K 0.01% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,528 shares; 2025Q3: 4,933 shares; 2025Q4: 3,721 shares 3,721 $569K 0.01% -1,212 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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: 9,892 shares; 2025Q4: 8,789 shares 8,789 $565K 0.01% -1,103 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 4,583 shares; 2025Q1: 5,087 shares; 2025Q2: 2,259 shares; 2025Q3: 4,116 shares; 2025Q4: 971 shares 971 $563K 0.01% -3,145 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,269 shares; 2025Q3: 9,538 shares; 2025Q4: 14,138 shares 14,138 $560K 0.01% +4,600 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: 1,378 shares; 2024Q4: 1,370 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 2,058 shares; 2025Q4: 1,414 shares 1,414 $557K 0.01% -644 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 2,928 shares; 2025Q4: 3,046 shares 3,046 $557K 0.01% +118 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,116 shares; 2025Q4: 8,241 shares 8,241 $557K 0.01% +3,125 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: 5,437 shares; 2024Q4: 2,591 shares; 2025Q1: 8,747 shares; 2025Q2: 8,583 shares; 2025Q3: 12,091 shares; 2025Q4: 5,317 shares 5,317 $553K 0.01% -6,774 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 7,157 shares; 2025Q1: 7,815 shares; 2025Q2: 7,671 shares; 2025Q3: 7,928 shares; 2025Q4: 7,162 shares 7,162 $551K 0.01% -766 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,260 shares; 2025Q2: 19,027 shares; 2025Q3: 33,248 shares; 2025Q4: 17,595 shares 17,595 $547K 0.01% -15,653 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,290 shares; 2025Q1: 1,738 shares; 2025Q2: 1,750 shares; 2025Q3: 1,460 shares; 2025Q4: 2,952 shares 2,952 $546K 0.01% +1,492 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: 1,304 shares; 2024Q4: 1,218 shares; 2025Q1: 5,145 shares; 2025Q2: 3,858 shares; 2025Q3: 5,831 shares; 2025Q4: 2,690 shares 2,690 $546K 0.01% -3,141 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,833 shares; 2024Q4: 27,418 shares; 2025Q1: 37,620 shares; 2025Q2: 43,792 shares; 2025Q3: 44,481 shares; 2025Q4: 46,374 shares 46,374 $544K 0.01% +1,893 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,976 shares; 2025Q2: 16,296 shares; 2025Q3: 44,663 shares; 2025Q4: 24,867 shares 24,867 $540K 0.01% -19,796 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: 4,204 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,426 shares; 2025Q3: 8,653 shares; 2025Q4: 6,195 shares 6,195 $540K 0.01% -2,458 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,575 shares; 2025Q1: 15,947 shares; 2025Q2: not reported; 2025Q3: 21,069 shares; 2025Q4: 13,753 shares 13,753 $539K 0.01% -7,316 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,807 shares 3,807 $537K 0.01% new Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale 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: 9,107 shares 9,107 $536K 0.01% new 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: 9,347 shares; 2025Q1: 11,741 shares; 2025Q2: 3,990 shares; 2025Q3: not reported; 2025Q4: 4,195 shares 4,195 $535K 0.01% new Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS 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: 16,434 shares 16,434 $531K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,882 shares; 2025Q1: 5,104 shares; 2025Q2: 5,218 shares; 2025Q3: 5,255 shares; 2025Q4: 7,182 shares 7,182 $529K 0.01% +1,927 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: 1,290 shares; 2024Q4: 1,014 shares; 2025Q1: 1,409 shares; 2025Q2: 1,525 shares; 2025Q3: 2,035 shares; 2025Q4: 1,128 shares 1,128 $527K 0.01% -907 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 6,241 shares; 2025Q1: 5,981 shares; 2025Q2: 4,322 shares; 2025Q3: 5,932 shares; 2025Q4: 4,454 shares 4,454 $524K 0.01% -1,478 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: 4,673 shares; 2024Q4: 3,458 shares; 2025Q1: 6,007 shares; 2025Q2: 5,475 shares; 2025Q3: 4,222 shares; 2025Q4: 3,798 shares 3,798 $523K 0.01% -424 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 587 shares; 2025Q3: 1,118 shares; 2025Q4: 981 shares 981 $523K 0.01% -137 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,322 shares; 2025Q2: 1,988 shares; 2025Q3: 2,371 shares; 2025Q4: 2,392 shares 2,392 $522K 0.01% +21 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY 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: 662 shares; 2025Q2: 909 shares; 2025Q3: 981 shares; 2025Q4: 897 shares 897 $521K 0.01% -84 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,063 shares; 2024Q4: 8,076 shares; 2025Q1: 6,873 shares; 2025Q2: 8,131 shares; 2025Q3: 5,495 shares; 2025Q4: 5,415 shares 5,415 $521K 0.01% -80 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,935 shares 6,935 $519K 0.01% new 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: 9,432 shares; 2024Q4: 7,224 shares; 2025Q1: 3,639 shares; 2025Q2: 13,795 shares; 2025Q3: 6,735 shares; 2025Q4: 8,265 shares 8,265 $516K 0.01% +1,530 Timeline XLP 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: 4,602 shares; 2024Q4: 5,020 shares; 2025Q1: 6,840 shares; 2025Q2: 6,270 shares; 2025Q3: 6,867 shares; 2025Q4: 6,637 shares 6,637 $516K 0.01% -230 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,547 shares; 2024Q4: not reported; 2025Q1: 28,879 shares; 2025Q2: 27,529 shares; 2025Q3: 55,058 shares; 2025Q4: 23,189 shares 23,189 $515K 0.01% -31,869 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,934 shares; 2025Q2: 2,084 shares; 2025Q3: 3,598 shares; 2025Q4: 4,643 shares 4,643 $512K 0.01% +1,045 Timeline CR CRANE COMPANY More: the full row for CRANE 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: 2,274 shares; 2025Q4: 2,769 shares 2,769 $511K 0.01% +495 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,666 shares; 2025Q3: 4,832 shares; 2025Q4: 7,823 shares 7,823 $509K 0.01% +2,991 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,039 shares 7,039 $508K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,471 shares; 2024Q4: 22,299 shares; 2025Q1: 20,873 shares; 2025Q2: not reported; 2025Q3: 43,279 shares; 2025Q4: 17,481 shares 17,481 $504K 0.01% -25,798 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: not reported; 2025Q1: 14,434 shares; 2025Q2: 8,090 shares; 2025Q3: 5,391 shares; 2025Q4: 6,831 shares 6,831 $502K 0.01% +1,440 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,643 shares; 2025Q2: 10,643 shares; 2025Q3: 7,368 shares; 2025Q4: 11,312 shares 11,312 $502K 0.01% +3,944 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,737 shares; 2025Q3: 40,194 shares; 2025Q4: 20,097 shares 20,097 $500K 0.01% -20,097 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 6,090 shares; 2025Q1: 6,761 shares; 2025Q2: 10,538 shares; 2025Q3: 4,571 shares; 2025Q4: 7,893 shares 7,893 $499K 0.01% +3,322 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 1,993 shares; 2025Q4: 3,273 shares 3,273 $499K 0.01% +1,280 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,399 shares; 2025Q2: 10,399 shares; 2025Q3: 20,798 shares; 2025Q4: 10,399 shares 10,399 $496K 0.01% -10,399 Timeline XLI 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: 2,415 shares; 2024Q4: 3,164 shares; 2025Q1: 2,731 shares; 2025Q2: 2,203 shares; 2025Q3: 3,571 shares; 2025Q4: 3,177 shares 3,177 $493K 0.01% -394 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: 2,855 shares; 2025Q3: 4,640 shares; 2025Q4: 3,816 shares 3,816 $492K 0.01% -824 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,368 shares; 2025Q4: 5,318 shares 5,318 $492K 0.01% +1,950 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 15,310 shares; 2025Q1: 19,498 shares; 2025Q2: 20,590 shares; 2025Q3: 8,729 shares; 2025Q4: 13,495 shares 13,495 $489K 0.01% +4,766 Timeline XAR 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: 1,137 shares; 2025Q3: 968 shares; 2025Q4: 2,024 shares 2,024 $488K 0.01% +1,056 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: 4,981 shares; 2024Q4: 2,206 shares; 2025Q1: 3,486 shares; 2025Q2: 3,487 shares; 2025Q3: 6,470 shares; 2025Q4: 3,649 shares 3,649 $486K 0.01% -2,821 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: 1,636 shares; 2024Q4: not reported; 2025Q1: 2,283 shares; 2025Q2: 2,326 shares; 2025Q3: 3,369 shares; 2025Q4: 2,300 shares 2,300 $486K 0.01% -1,069 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 4,708 shares; 2025Q1: 4,701 shares; 2025Q2: 5,564 shares; 2025Q3: 5,618 shares; 2025Q4: 6,724 shares 6,724 $482K 0.01% +1,106 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: 1,205 shares; 2024Q4: 1,423 shares; 2025Q1: 1,636 shares; 2025Q2: 1,613 shares; 2025Q3: 1,597 shares; 2025Q4: 1,614 shares 1,614 $482K 0.01% +17 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: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 3,087 shares; 2025Q3: 2,383 shares; 2025Q4: 4,274 shares 4,274 $478K 0.01% +1,891 Timeline IWC 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: 4,893 shares; 2024Q4: 3,977 shares; 2025Q1: 4,671 shares; 2025Q2: 3,897 shares; 2025Q3: 3,603 shares; 2025Q4: 3,015 shares 3,015 $476K 0.01% -588 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR 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: 1,251 shares; 2025Q4: 2,168 shares 2,168 $471K 0.01% +917 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,797 shares 1,797 $470K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,316 shares; 2025Q3: 6,052 shares; 2025Q4: 8,285 shares 8,285 $469K 0.01% +2,233 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,755 shares; 2024Q4: 8,617 shares; 2025Q1: 9,235 shares; 2025Q2: 10,464 shares; 2025Q3: 10,090 shares; 2025Q4: 6,554 shares 6,554 $468K 0.01% -3,536 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,648 shares 2,648 $464K 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 2,016 shares 2,016 $464K 0.01% +486 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: 12,714 shares; 2025Q2: 12,827 shares; 2025Q3: 15,082 shares; 2025Q4: 9,658 shares 9,658 $462K 0.01% -5,424 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA 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: 15,731 shares; 2025Q3: 13,252 shares; 2025Q4: 26,771 shares 26,771 $462K 0.01% +13,519 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,927 shares; 2025Q4: 10,329 shares 10,329 $462K 0.01% +5,402 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 2,230 shares; 2025Q2: 2,615 shares; 2025Q3: 2,068 shares; 2025Q4: 2,702 shares 2,702 $458K 0.01% +634 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,739 shares; 2025Q3: 5,134 shares; 2025Q4: 4,187 shares 4,187 $458K 0.01% -947 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,141 shares; 2025Q3: not reported; 2025Q4: 13,575 shares 13,575 $455K 0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,865 shares; 2025Q1: 18,665 shares; 2025Q2: 26,635 shares; 2025Q3: 26,646 shares; 2025Q4: 25,534 shares 25,534 $455K 0.01% -1,112 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,402 shares; 2025Q1: 23,301 shares; 2025Q2: 54,905 shares; 2025Q3: 34,587 shares; 2025Q4: 27,729 shares 27,729 $454K 0.01% -6,858 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: 2,091 shares; 2024Q4: 4,161 shares; 2025Q1: 4,365 shares; 2025Q2: 3,099 shares; 2025Q3: 5,457 shares; 2025Q4: 5,852 shares 5,852 $453K 0.01% +395 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,295 shares; 2025Q2: 8,228 shares; 2025Q3: 8,575 shares; 2025Q4: 8,654 shares 8,654 $453K 0.01% +79 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 3,346 shares; 2025Q3: 2,997 shares; 2025Q4: 2,823 shares 2,823 $450K 0.01% -174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,174 shares; 2025Q4: 12,267 shares 12,267 $448K 0.01% -17,907 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,476 shares; 2025Q2: 6,646 shares; 2025Q3: 13,632 shares; 2025Q4: 5,290 shares 5,290 $446K 0.01% -8,342 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: 1,621 shares 1,621 $446K 0.01% +857 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $445K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,763 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,303 shares; 2025Q3: 28,315 shares; 2025Q4: 35,367 shares 35,367 $440K 0.01% +7,052 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: 2,719 shares; 2024Q4: 2,725 shares; 2025Q1: 3,317 shares; 2025Q2: 3,139 shares; 2025Q3: 3,884 shares; 2025Q4: 10,277 shares 10,277 $439K 0.01% +6,393 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: not reported; 2024Q4: not reported; 2025Q1: 9,366 shares; 2025Q2: 6,569 shares; 2025Q3: 4,670 shares; 2025Q4: 7,542 shares 7,542 $438K 0.01% +2,872 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,272 shares; 2025Q1: 1,276 shares; 2025Q2: 1,280 shares; 2025Q3: 1,283 shares; 2025Q4: 1,417 shares 1,417 $438K 0.01% +134 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,994 shares 9,994 $437K 0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,998 shares 4,998 $436K 0.01% new Timeline PJIO PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,079 shares 7,079 $434K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,074 shares 1,074 $434K 0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 967 shares 967 $434K 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,133 shares; 2024Q4: 42,892 shares; 2025Q1: 48,122 shares; 2025Q2: 46,379 shares; 2025Q3: 15,118 shares; 2025Q4: 6,639 shares 6,639 $432K 0.01% -8,479 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL 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: 3,416 shares; 2025Q3: 3,995 shares; 2025Q4: 4,587 shares 4,587 $431K 0.01% +592 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,743 shares; 2025Q2: not reported; 2025Q3: 20,941 shares; 2025Q4: 26,698 shares 26,698 $430K 0.01% +5,757 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 5,423 shares 5,423 $430K 0.01% +1,873 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: not reported; 2025Q1: 2,477 shares; 2025Q2: 3,225 shares; 2025Q3: 5,843 shares; 2025Q4: 3,244 shares 3,244 $428K 0.01% -2,599 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,990 shares; 2024Q4: 4,189 shares; 2025Q1: 4,896 shares; 2025Q2: 4,926 shares; 2025Q3: 6,001 shares; 2025Q4: 5,320 shares 5,320 $427K 0.01% -681 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: 119,156 shares; 2024Q4: 147,826 shares; 2025Q1: 150,787 shares; 2025Q2: 148,999 shares; 2025Q3: 19,117 shares; 2025Q4: 12,622 shares 12,622 $427K 0.01% -6,495 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: not reported; 2025Q3: 1,918 shares; 2025Q4: 4,103 shares 4,103 $427K 0.01% +2,185 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,501 shares; 2025Q3: 9,701 shares; 2025Q4: 15,111 shares 15,111 $420K 0.01% +5,410 Timeline DFIP 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: 34,153 shares; 2024Q4: 22,408 shares; 2025Q1: 28,763 shares; 2025Q2: 31,111 shares; 2025Q3: 24,165 shares; 2025Q4: 10,104 shares 10,104 $420K 0.01% -14,061 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,889 shares; 2025Q3: 3,848 shares; 2025Q4: 5,661 shares 5,661 $417K 0.01% +1,813 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP 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: 2,454 shares; 2025Q3: 2,560 shares; 2025Q4: 2,630 shares 2,630 $416K 0.01% +70 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,560 shares; 2025Q2: not reported; 2025Q3: 15,306 shares; 2025Q4: 22,917 shares 22,917 $414K 0.01% +7,611 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,845 shares; 2025Q1: 8,004 shares; 2025Q2: 7,167 shares; 2025Q3: 7,153 shares; 2025Q4: 5,880 shares 5,880 $414K 0.01% -1,273 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX 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: 11,983 shares; 2025Q2: 17,981 shares; 2025Q3: 17,731 shares; 2025Q4: 9,928 shares 9,928 $413K 0.01% -7,803 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,447 shares; 2024Q4: 14,739 shares; 2025Q1: 16,361 shares; 2025Q2: 19,081 shares; 2025Q3: 27,373 shares; 2025Q4: 16,330 shares 16,330 $412K 0.01% -11,043 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,659 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,668 shares 18,668 $412K 0.01% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,593 shares 3,593 $411K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,410 shares; 2025Q4: 6,011 shares 6,011 $411K 0.01% +1,601 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 2,588 shares 2,588 $409K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,888 shares 2,888 $409K 0.01% new Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,871 shares 14,871 $408K 0.01% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 7,021 shares; 2025Q4: 9,606 shares 9,606 $408K <0.01% +2,585 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD 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: 10,781 shares; 2025Q2: 13,187 shares; 2025Q3: 18,473 shares; 2025Q4: 26,384 shares 26,384 $408K <0.01% +7,911 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,127 shares; 2024Q4: 31,315 shares; 2025Q1: 35,242 shares; 2025Q2: 31,150 shares; 2025Q3: 44,603 shares; 2025Q4: 19,485 shares 19,485 $407K <0.01% -25,118 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 3,843 shares; 2025Q1: 3,837 shares; 2025Q2: 3,683 shares; 2025Q3: 3,741 shares; 2025Q4: 5,924 shares 5,924 $406K <0.01% +2,183 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,302 shares 13,302 $405K <0.01% new Timeline DFNM 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: 254,254 shares; 2024Q4: 468,347 shares; 2025Q1: 767,754 shares; 2025Q2: 694,395 shares; 2025Q3: 830,728 shares; 2025Q4: 8,411 shares 8,411 $405K <0.01% -822,317 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,705 shares; 2024Q4: 25,229 shares; 2025Q1: 47,878 shares; 2025Q2: 86,730 shares; 2025Q3: 261,539 shares; 2025Q4: 155,322 shares 155,322 $402K <0.01% -106,217 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,095 shares; 2025Q4: 3,764 shares 3,764 $401K <0.01% +669 Timeline TALO TALOS ENERGY INC More: the full row for TALOS 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: 33,712 shares; 2025Q2: 33,310 shares; 2025Q3: not reported; 2025Q4: 36,224 shares 36,224 $399K <0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,046 shares; 2025Q1: not reported; 2025Q2: 3,337 shares; 2025Q3: 4,251 shares; 2025Q4: 3,826 shares 3,826 $399K <0.01% -425 Timeline DFAW 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: 4,555 shares; 2025Q3: 5,167 shares; 2025Q4: 5,385 shares 5,385 $398K <0.01% +218 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: 7,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,119 shares 9,119 $398K <0.01% new 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: not reported; 2024Q4: 4,865 shares; 2025Q1: 4,994 shares; 2025Q2: 5,147 shares; 2025Q3: not reported; 2025Q4: 5,797 shares 5,797 $398K <0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,492 shares; 2025Q1: 2,677 shares; 2025Q2: 3,429 shares; 2025Q3: 1,869 shares; 2025Q4: 3,154 shares 3,154 $397K <0.01% +1,285 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 7,472 shares; 2025Q1: 11,760 shares; 2025Q2: 4,047 shares; 2025Q3: 11,983 shares; 2025Q4: 4,936 shares 4,936 $395K <0.01% -7,047 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: 2,147 shares; 2024Q4: 2,903 shares; 2025Q1: 3,435 shares; 2025Q2: 1,374 shares; 2025Q3: 1,790 shares; 2025Q4: 1,940 shares 1,940 $394K <0.01% +150 Timeline LFEQ 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: 7,508 shares; 2025Q1: 7,246 shares; 2025Q2: 7,246 shares; 2025Q3: 7,246 shares; 2025Q4: 7,246 shares 7,246 $393K <0.01% 0 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,767 shares; 2025Q2: not reported; 2025Q3: 3,244 shares; 2025Q4: 4,332 shares 4,332 $392K <0.01% +1,088 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS 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: 6,427 shares; 2025Q4: 11,486 shares 11,486 $392K <0.01% +5,059 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: 11,383 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,002 shares; 2025Q3: 32,084 shares; 2025Q4: 17,321 shares 17,321 $391K <0.01% -14,763 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares 5,100 $390K <0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 1,870 shares; 2025Q4: 2,541 shares 2,541 $390K <0.01% +671 Timeline SCHK 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: 8,807 shares; 2025Q3: not reported; 2025Q4: 11,805 shares 11,805 $387K <0.01% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,178 shares; 2025Q2: 5,109 shares; 2025Q3: 5,564 shares; 2025Q4: 4,181 shares 4,181 $384K <0.01% -1,383 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,418 shares; 2025Q2: 34,443 shares; 2025Q3: 32,516 shares; 2025Q4: 14,589 shares 14,589 $381K <0.01% -17,927 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,561 shares 1,561 $380K <0.01% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,833 shares 9,833 $377K <0.01% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,315 shares; 2025Q2: not reported; 2025Q3: 5,825 shares; 2025Q4: 5,418 shares 5,418 $376K <0.01% -407 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: 24,997 shares; 2024Q4: 25,911 shares; 2025Q1: 19,324 shares; 2025Q2: 19,569 shares; 2025Q3: 10,911 shares; 2025Q4: 5,352 shares 5,352 $375K <0.01% -5,559 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: 2,153 shares; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: 2,171 shares; 2025Q3: 3,592 shares; 2025Q4: 2,207 shares 2,207 $373K <0.01% -1,385 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares 597 $372K <0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,588 shares; 2025Q4: 3,381 shares 3,381 $371K <0.01% -1,207 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 922 shares; 2025Q4: 1,463 shares 1,463 $370K <0.01% +541 Timeline DFGP 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: 12,642 shares; 2025Q4: 6,840 shares 6,840 $370K <0.01% -5,802 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,163 shares; 2025Q4: 33,714 shares 33,714 $367K <0.01% +10,551 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 923 shares; 2025Q1: 1,469 shares; 2025Q2: 2,531 shares; 2025Q3: 4,444 shares; 2025Q4: 2,084 shares 2,084 $366K <0.01% -2,360 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: 1,631 shares; 2025Q1: 1,754 shares; 2025Q2: 1,750 shares; 2025Q3: not reported; 2025Q4: 1,318 shares 1,318 $365K <0.01% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 4,908 shares 4,908 $364K <0.01% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,348 shares 4,348 $364K <0.01% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,311 shares 4,311 $362K <0.01% new Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,037 shares; 2025Q3: 11,429 shares; 2025Q4: 12,808 shares 12,808 $362K <0.01% +1,379 Timeline SPGM 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: 4,752 shares; 2024Q4: 4,918 shares; 2025Q1: 5,024 shares; 2025Q2: 4,743 shares; 2025Q3: 4,556 shares; 2025Q4: 4,708 shares 4,708 $361K <0.01% +152 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,564 shares; 2024Q4: 19,157 shares; 2025Q1: 36,973 shares; 2025Q2: 24,685 shares; 2025Q3: 33,844 shares; 2025Q4: 45,925 shares 45,925 $361K <0.01% +12,081 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS 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: 3,854 shares; 2025Q2: 4,022 shares; 2025Q3: 4,862 shares; 2025Q4: 4,583 shares 4,583 $361K <0.01% -279 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,851 shares; 2025Q1: 4,821 shares; 2025Q2: 5,291 shares; 2025Q3: 6,687 shares; 2025Q4: 4,274 shares 4,274 $360K <0.01% -2,413 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares 2,890 $360K <0.01% new Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS 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: 5,808 shares; 2025Q3: 7,167 shares; 2025Q4: 7,079 shares 7,079 $360K <0.01% -88 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 1,678 shares; 2025Q3: 2,697 shares; 2025Q4: 1,480 shares 1,480 $359K <0.01% -1,217 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,362 shares; 2025Q2: 1,692 shares; 2025Q3: 2,059 shares; 2025Q4: 1,469 shares 1,469 $357K <0.01% -590 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,469 shares; 2024Q4: 14,377 shares; 2025Q1: not reported; 2025Q2: 5,744 shares; 2025Q3: 11,114 shares; 2025Q4: 9,305 shares 9,305 $357K <0.01% -1,809 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,862 shares; 2025Q2: 6,936 shares; 2025Q3: 5,368 shares; 2025Q4: 2,712 shares 2,712 $353K <0.01% -2,656 Timeline VTWG 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: 1,397 shares; 2025Q3: 2,361 shares; 2025Q4: 1,496 shares 1,496 $353K <0.01% -865 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,855 shares 10,855 $353K <0.01% new 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: 3,250 shares; 2024Q4: 4,680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,430 shares; 2025Q4: 3,339 shares 3,339 $352K <0.01% -2,091 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,634 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,933 shares 2,933 $350K <0.01% new Timeline GRNB 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: 9,964 shares; 2025Q3: 23,140 shares; 2025Q4: 14,333 shares 14,333 $349K <0.01% -8,807 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: 15,013 shares; 2024Q4: 6,984 shares; 2025Q1: 6,722 shares; 2025Q2: 6,589 shares; 2025Q3: not reported; 2025Q4: 4,329 shares 4,329 $348K <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,504 shares; 2025Q2: 2,616 shares; 2025Q3: 3,725 shares; 2025Q4: 2,677 shares 2,677 $347K <0.01% -1,048 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: 3,017 shares; 2024Q4: 1,781 shares; 2025Q1: 1,440 shares; 2025Q2: 1,128 shares; 2025Q3: 1,589 shares; 2025Q4: 1,150 shares 1,150 $347K <0.01% -439 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,671 shares; 2025Q3: 4,753 shares; 2025Q4: 4,663 shares 4,663 $346K <0.01% -90 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,905 shares; 2025Q4: 1,546 shares 1,546 $346K <0.01% -359 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 9,697 shares; 2025Q1: 6,944 shares; 2025Q2: 7,432 shares; 2025Q3: not reported; 2025Q4: 8,326 shares 8,326 $344K <0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,490 shares; 2025Q1: 13,003 shares; 2025Q2: 8,447 shares; 2025Q3: not reported; 2025Q4: 8,452 shares 8,452 $343K <0.01% new 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: 3,035 shares; 2024Q4: 3,334 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,891 shares; 2025Q4: 4,178 shares 4,178 $343K <0.01% -713 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,246 shares 5,246 $340K <0.01% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY 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: 15,201 shares; 2025Q4: 8,601 shares 8,601 $340K <0.01% -6,600 Timeline WK WORKIVA INC More: the full row for WORKIVA 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: 3,934 shares 3,934 $339K <0.01% new Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS 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: 15,560 shares 15,560 $338K <0.01% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 2,298 shares 2,298 $337K <0.01% +312 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: 5,773 shares; 2025Q3: 7,033 shares; 2025Q4: 4,322 shares 4,322 $337K <0.01% -2,711 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: 852 shares; 2025Q4: 1,137 shares 1,137 $336K <0.01% +285 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: not reported; 2024Q4: not reported; 2025Q1: 11,989 shares; 2025Q2: 5,839 shares; 2025Q3: 11,678 shares; 2025Q4: 5,839 shares 5,839 $336K <0.01% -5,839 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,927 shares 3,927 $335K <0.01% new Timeline AVSE 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: 7,833 shares; 2025Q4: 5,147 shares 5,147 $334K <0.01% -2,686 Timeline TLT 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: 5,945 shares; 2024Q4: 4,820 shares; 2025Q1: 7,110 shares; 2025Q2: 5,682 shares; 2025Q3: 5,692 shares; 2025Q4: 3,829 shares 3,829 $334K <0.01% -1,863 Timeline FNDE 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: 7,236 shares; 2024Q4: not reported; 2025Q1: 9,639 shares; 2025Q2: 9,664 shares; 2025Q3: 12,501 shares; 2025Q4: 9,253 shares 9,253 $334K <0.01% -3,248 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 620 shares; 2025Q4: 485 shares 485 $333K <0.01% -135 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares 3,370 $330K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,573 shares; 2024Q4: 4,308 shares; 2025Q1: 5,272 shares; 2025Q2: 2,278 shares; 2025Q3: 4,318 shares; 2025Q4: 2,154 shares 2,154 $326K <0.01% -2,164 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS 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: 13,156 shares; 2025Q3: not reported; 2025Q4: 14,852 shares 14,852 $325K <0.01% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 25,103 shares; 2025Q3: 21,979 shares; 2025Q4: 19,882 shares 19,882 $324K <0.01% -2,097 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,081 shares; 2025Q3: 3,408 shares; 2025Q4: 3,424 shares 3,424 $323K <0.01% +16 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 3,319 shares; 2025Q4: 2,469 shares 2,469 $322K <0.01% -850 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: 1,587 shares; 2024Q4: 2,062 shares; 2025Q1: 3,164 shares; 2025Q2: 3,681 shares; 2025Q3: 2,495 shares; 2025Q4: 1,983 shares 1,983 $321K <0.01% -512 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,842 shares; 2025Q3: 7,933 shares; 2025Q4: 6,989 shares 6,989 $320K <0.01% -944 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: not reported; 2025Q1: 3,293 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,599 shares 3,599 $319K <0.01% new Timeline SCHR 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: 8,119 shares; 2024Q4: not reported; 2025Q1: 16,074 shares; 2025Q2: 12,441 shares; 2025Q3: 23,285 shares; 2025Q4: 12,707 shares 12,707 $319K <0.01% -10,578 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,404 shares; 2024Q4: not reported; 2025Q1: 6,294 shares; 2025Q2: 7,318 shares; 2025Q3: 9,281 shares; 2025Q4: 6,262 shares 6,262 $319K <0.01% -3,019 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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: 14,967 shares; 2025Q4: 13,840 shares 13,840 $317K <0.01% -1,127 Timeline ACWV 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: 2,473 shares; 2024Q4: not reported; 2025Q1: 1,867 shares; 2025Q2: 2,199 shares; 2025Q3: 4,050 shares; 2025Q4: 2,670 shares 2,670 $317K <0.01% -1,380 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 4,096 shares; 2025Q1: 4,719 shares; 2025Q2: 5,980 shares; 2025Q3: 5,044 shares; 2025Q4: 4,816 shares 4,816 $314K <0.01% -228 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,501 shares; 2024Q4: 6,015 shares; 2025Q1: 8,884 shares; 2025Q2: 5,113 shares; 2025Q3: 3,126 shares; 2025Q4: 4,199 shares 4,199 $312K <0.01% +1,073 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 405 shares 405 $311K <0.01% +138 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,914 shares; 2025Q1: 1,900 shares; 2025Q2: 2,093 shares; 2025Q3: not reported; 2025Q4: 1,935 shares 1,935 $310K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,065 shares; 2025Q3: 6,434 shares; 2025Q4: 6,288 shares 6,288 $308K <0.01% -146 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,710 shares; 2025Q2: 9,254 shares; 2025Q3: 19,644 shares; 2025Q4: 9,934 shares 9,934 $308K <0.01% -9,710 Timeline URTH 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: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: not reported; 2025Q4: 1,650 shares 1,650 $307K <0.01% new 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: 2,487 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,775 shares 2,775 $303K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,288 shares; 2025Q1: not reported; 2025Q2: 2,713 shares; 2025Q3: 2,046 shares; 2025Q4: 2,217 shares 2,217 $302K <0.01% +171 Timeline PBF PBF ENERGY INC More: the full row for PBF 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: 12,361 shares; 2025Q4: 11,130 shares 11,130 $302K <0.01% -1,231 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,622 shares; 2024Q4: 8,922 shares; 2025Q1: 8,797 shares; 2025Q2: 10,197 shares; 2025Q3: 10,082 shares; 2025Q4: 7,173 shares 7,173 $299K <0.01% -2,909 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,143 shares; 2024Q4: 11,376 shares; 2025Q1: 11,508 shares; 2025Q2: 11,698 shares; 2025Q3: 24,012 shares; 2025Q4: 12,120 shares 12,120 $299K <0.01% -11,892 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 827 shares 827 $298K <0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,720 shares; 2025Q2: 11,201 shares; 2025Q3: 6,257 shares; 2025Q4: 5,696 shares 5,696 $298K <0.01% -561 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,192 shares; 2025Q1: 2,208 shares; 2025Q2: 3,110 shares; 2025Q3: not reported; 2025Q4: 1,618 shares 1,618 $298K <0.01% new Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,137 shares; 2025Q4: 9,975 shares 9,975 $297K <0.01% -7,162 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,011 shares; 2025Q3: 11,220 shares; 2025Q4: 10,483 shares 10,483 $294K <0.01% -737 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,045 shares 2,045 $293K <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: 2,579 shares; 2025Q4: 2,141 shares 2,141 $292K <0.01% -438 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,234 shares; 2025Q3: 50,416 shares; 2025Q4: 58,153 shares 58,153 $291K <0.01% +7,737 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: 8,489 shares; 2024Q4: 56,984 shares; 2025Q1: 42,646 shares; 2025Q2: 73,999 shares; 2025Q3: 11,093 shares; 2025Q4: 6,223 shares 6,223 $290K <0.01% -4,870 Timeline DHS 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: 2,904 shares; 2024Q4: 2,904 shares; 2025Q1: 3,164 shares; 2025Q2: 5,014 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares 2,843 $290K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 2,414 shares; 2025Q4: 1,466 shares 1,466 $289K <0.01% -948 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 3,362 shares; 2025Q1: 3,296 shares; 2025Q2: 4,326 shares; 2025Q3: 2,608 shares; 2025Q4: 2,819 shares 2,819 $289K <0.01% +211 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,262 shares; 2025Q1: 5,712 shares; 2025Q2: not reported; 2025Q3: 12,376 shares; 2025Q4: 10,696 shares 10,696 $286K <0.01% -1,680 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 6,097 shares; 2025Q4: 7,312 shares 7,312 $285K <0.01% +1,215 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,748 shares; 2025Q4: 1,564 shares 1,564 $284K <0.01% -184 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale 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: 3,530 shares 3,530 $283K <0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,365 shares; 2025Q4: 3,118 shares 3,118 $283K <0.01% -247 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,242 shares 9,242 $281K <0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,012 shares; 2025Q4: 30,486 shares 30,486 $281K <0.01% +1,474 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,948 shares; 2025Q2: not reported; 2025Q3: 6,116 shares; 2025Q4: 5,986 shares 5,986 $281K <0.01% -130 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,410 shares; 2024Q4: 19,522 shares; 2025Q1: 21,657 shares; 2025Q2: 20,846 shares; 2025Q3: not reported; 2025Q4: 14,615 shares 14,615 $280K <0.01% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS 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: 32,619 shares; 2025Q3: 33,103 shares; 2025Q4: 26,811 shares 26,811 $280K <0.01% -6,292 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,699 shares; 2025Q4: 5,603 shares 5,603 $279K <0.01% +904 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,990 shares; 2025Q4: 18,537 shares 18,537 $278K <0.01% +7,547 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: not reported; 2025Q1: 1,208 shares; 2025Q2: 1,529 shares; 2025Q3: 1,344 shares; 2025Q4: 1,085 shares 1,085 $278K <0.01% -259 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,405 shares; 2025Q1: 1,420 shares; 2025Q2: 2,918 shares; 2025Q3: 3,710 shares; 2025Q4: 1,288 shares 1,288 $277K <0.01% -2,422 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,224 shares; 2025Q3: not reported; 2025Q4: 2,461 shares 2,461 $277K <0.01% new Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,043 shares 4,043 $275K <0.01% new Timeline DIV 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: 13,782 shares; 2024Q4: 13,783 shares; 2025Q1: 14,144 shares; 2025Q2: 14,145 shares; 2025Q3: not reported; 2025Q4: 15,801 shares 15,801 $274K <0.01% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 993 shares; 2025Q4: 812 shares 812 $273K <0.01% -181 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,428 shares; 2024Q4: 55,007 shares; 2025Q1: 50,415 shares; 2025Q2: 48,712 shares; 2025Q3: 41,112 shares; 2025Q4: 2,553 shares 2,553 $272K <0.01% -38,559 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,574 shares; 2025Q1: 12,697 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,678 shares 8,678 $271K <0.01% new 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: 134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148 shares; 2025Q3: 203 shares; 2025Q4: 126 shares 126 $271K <0.01% -77 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,542 shares; 2024Q4: 19,739 shares; 2025Q1: 31,689 shares; 2025Q2: 44,194 shares; 2025Q3: 25,136 shares; 2025Q4: 15,610 shares 15,610 $271K <0.01% -9,526 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,152 shares; 2025Q2: 6,075 shares; 2025Q3: 4,935 shares; 2025Q4: 4,476 shares 4,476 $269K <0.01% -459 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,577 shares; 2025Q1: 5,601 shares; 2025Q2: 5,629 shares; 2025Q3: not reported; 2025Q4: 5,701 shares 5,701 $268K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 6,448 shares 6,448 $267K <0.01% new Timeline INTF 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: 6,827 shares; 2024Q4: not reported; 2025Q1: 6,562 shares; 2025Q2: 6,051 shares; 2025Q3: not reported; 2025Q4: 7,046 shares 7,046 $266K <0.01% new 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: not reported; 2024Q4: 13,111 shares; 2025Q1: 30,224 shares; 2025Q2: 34,054 shares; 2025Q3: 36,217 shares; 2025Q4: 36,251 shares 36,251 $265K <0.01% +34 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,292 shares; 2025Q1: 845 shares; 2025Q2: 520 shares; 2025Q3: 423 shares; 2025Q4: 584 shares 584 $265K <0.01% +161 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,077 shares; 2025Q3: 4,933 shares; 2025Q4: 4,971 shares 4,971 $263K <0.01% +38 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares 911 $263K <0.01% new 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: 11,763 shares; 2024Q4: 7,775 shares; 2025Q1: not reported; 2025Q2: 5,814 shares; 2025Q3: not reported; 2025Q4: 4,122 shares 4,122 $263K <0.01% new Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 7,568 shares; 2025Q4: 8,329 shares 8,329 $260K <0.01% +761 Timeline AOK 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: 8,217 shares; 2025Q3: 13,894 shares; 2025Q4: 6,466 shares 6,466 $260K <0.01% -7,428 Timeline FBLA FB BANCORP INC More: the full row for FB BANCORP 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: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,150 shares; 2025Q4: 20,125 shares 20,125 $259K <0.01% -25 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,521 shares 1,521 $259K <0.01% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,384 shares 2,384 $258K <0.01% new Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,255 shares 7,255 $257K <0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,520 shares; 2025Q3: 4,205 shares; 2025Q4: 2,431 shares 2,431 $257K <0.01% -1,774 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,952 shares; 2024Q4: 67,597 shares; 2025Q1: 70,444 shares; 2025Q2: 68,391 shares; 2025Q3: 67,664 shares; 2025Q4: 5,076 shares 5,076 $256K <0.01% -62,588 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: 5,248 shares 5,248 $255K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,517 shares; 2025Q3: not reported; 2025Q4: 1,516 shares 1,516 $255K <0.01% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 2,836 shares; 2025Q1: 2,956 shares; 2025Q2: 2,962 shares; 2025Q3: not reported; 2025Q4: 2,955 shares 2,955 $255K <0.01% new Timeline DFGX 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: 4,832 shares; 2025Q2: 4,758 shares; 2025Q3: 11,908 shares; 2025Q4: 4,821 shares 4,821 $254K <0.01% -7,087 Timeline EZU 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: 5,526 shares; 2025Q2: 3,679 shares; 2025Q3: 4,697 shares; 2025Q4: 3,940 shares 3,940 $253K <0.01% -757 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 10,797 shares; 2025Q3: not reported; 2025Q4: 7,147 shares 7,147 $252K <0.01% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,085 shares; 2025Q4: 2,919 shares 2,919 $252K <0.01% -1,166 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON 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: not reported; 2025Q3: not reported; 2025Q4: 1,511 shares 1,511 $251K <0.01% new Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND 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: 4,627 shares 4,627 $251K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,091 shares; 2025Q2: 2,871 shares; 2025Q3: 2,278 shares; 2025Q4: 1,551 shares 1,551 $249K <0.01% -727 Timeline LDI LOANDEPOT INC More: the full row for LOANDEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 45,000 shares; 2025Q1: 100,000 shares; 2025Q2: 120,000 shares; 2025Q3: not reported; 2025Q4: 120,521 shares 120,521 $249K <0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,621 shares; 2025Q2: 38,173 shares; 2025Q3: 63,304 shares; 2025Q4: 2,497 shares 2,497 $249K <0.01% -60,807 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: not reported; 2025Q1: 2,968 shares; 2025Q2: 3,832 shares; 2025Q3: 3,088 shares; 2025Q4: 1,458 shares 1,458 $247K <0.01% -1,630 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176 shares 176 $246K <0.01% new Timeline TREX TREX INC More: the full row for TREX 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: 6,960 shares 6,960 $244K <0.01% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,899 shares; 2025Q3: 3,077 shares; 2025Q4: 2,831 shares 2,831 $244K <0.01% -246 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,989 shares; 2025Q2: 36,195 shares; 2025Q3: 43,303 shares; 2025Q4: 12,170 shares 12,170 $243K <0.01% -31,133 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,359 shares; 2025Q1: 2,359 shares; 2025Q2: 2,361 shares; 2025Q3: 2,366 shares; 2025Q4: 2,369 shares 2,369 $242K <0.01% +3 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,589 shares; 2025Q2: 1,944 shares; 2025Q3: not reported; 2025Q4: 1,507 shares 1,507 $242K <0.01% new Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,660 shares 5,660 $242K <0.01% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 14,465 shares; 2025Q2: 11,366 shares; 2025Q3: not reported; 2025Q4: 13,570 shares 13,570 $242K <0.01% new Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,162 shares 1,162 $242K <0.01% new Timeline DIVB 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: 3,959 shares; 2025Q4: 4,527 shares 4,527 $241K <0.01% +568 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 4,084 shares 4,084 $240K <0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,477 shares; 2025Q3: 3,710 shares; 2025Q4: 2,477 shares 2,477 $240K <0.01% -1,233 Timeline ILTB 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: 5,156 shares; 2024Q4: not reported; 2025Q1: 5,230 shares; 2025Q2: 4,787 shares; 2025Q3: 9,179 shares; 2025Q4: 4,811 shares 4,811 $239K <0.01% -4,368 Timeline KURA KURA ONCOLOGY INC More: the full row for KURA ONCOLOGY 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: 21,207 shares; 2025Q4: 22,889 shares 22,889 $238K <0.01% +1,682 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares 2,072 $238K <0.01% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,833 shares; 2025Q4: 3,762 shares 3,762 $237K <0.01% -71 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,955 shares; 2025Q2: 10,483 shares; 2025Q3: 8,761 shares; 2025Q4: 5,287 shares 5,287 $234K <0.01% -3,474 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,557 shares; 2024Q4: 61,831 shares; 2025Q1: 64,212 shares; 2025Q2: 66,168 shares; 2025Q3: 6,642 shares; 2025Q4: 2,607 shares 2,607 $234K <0.01% -4,035 Timeline TOPT 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: 7,466 shares; 2025Q3: 13,396 shares; 2025Q4: 7,475 shares 7,475 $233K <0.01% -5,921 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: not reported; 2025Q3: 1,284 shares; 2025Q4: 1,089 shares 1,089 $233K <0.01% -195 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: 5,922 shares; 2025Q4: 5,331 shares 5,331 $233K <0.01% -591 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA 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: 1,864 shares; 2025Q3: 1,946 shares; 2025Q4: 1,140 shares 1,140 $231K <0.01% -806 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,759 shares 8,759 $231K <0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,663 shares; 2025Q3: 3,751 shares; 2025Q4: 3,715 shares 3,715 $229K <0.01% -36 Timeline R RYDER SYS INC More: the full row for RYDER 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: 1,604 shares; 2025Q4: 1,196 shares 1,196 $229K <0.01% -408 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL 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: 20,621 shares; 2025Q2: 25,073 shares; 2025Q3: 32,932 shares; 2025Q4: 19,593 shares 19,593 $229K <0.01% -13,339 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 18,607 shares 18,607 $228K <0.01% new Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,003 shares; 2025Q4: 3,735 shares 3,735 $228K <0.01% -268 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 3,224 shares; 2025Q4: 2,411 shares 2,411 $227K <0.01% -813 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,840 shares; 2025Q4: 6,680 shares 6,680 $226K <0.01% -1,160 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,519 shares 5,519 $225K <0.01% new Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 2,983 shares; 2025Q3: 5,966 shares; 2025Q4: 2,983 shares 2,983 $225K <0.01% -2,983 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 2,982 shares; 2025Q3: 5,964 shares; 2025Q4: 2,982 shares 2,982 $225K <0.01% -2,982 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE 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: not reported; 2025Q3: not reported; 2025Q4: 6,677 shares 6,677 $225K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,272 shares; 2025Q4: 2,267 shares 2,267 $224K <0.01% -5 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,006 shares; 2025Q4: 8,555 shares 8,555 $224K <0.01% -4,451 Timeline HYPD HYPERION DEFI INC More: the full row for HYPERION DEFI 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: 62,183 shares 62,183 $221K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: not reported; 2025Q1: 2,666 shares; 2025Q2: 1,775 shares; 2025Q3: 2,555 shares; 2025Q4: 1,411 shares 1,411 $221K <0.01% -1,144 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: not reported; 2024Q4: 5,292 shares; 2025Q1: 5,555 shares; 2025Q2: 4,669 shares; 2025Q3: not reported; 2025Q4: 4,624 shares 4,624 $221K <0.01% new Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,780 shares; 2025Q4: 2,312 shares 2,312 $221K <0.01% -9,468 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: not reported; 2024Q4: not reported; 2025Q1: 8,046 shares; 2025Q2: not reported; 2025Q3: 11,877 shares; 2025Q4: 9,295 shares 9,295 $220K <0.01% -2,582 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 16,231 shares; 2025Q4: 9,938 shares 9,938 $220K <0.01% -6,293 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,292 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,192 shares; 2025Q4: 5,192 shares 5,192 $220K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: not reported; 2025Q4: 3,524 shares 3,524 $220K <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: 31,258 shares; 2024Q4: 20,049 shares; 2025Q1: 30,290 shares; 2025Q2: 25,650 shares; 2025Q3: 17,599 shares; 2025Q4: 7,092 shares 7,092 $220K <0.01% -10,507 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED 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: 994 shares; 2025Q4: 511 shares 511 $219K <0.01% -483 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 7,216 shares; 2025Q3: 18,986 shares; 2025Q4: 5,500 shares 5,500 $218K <0.01% -13,486 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT 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: 8,052 shares 8,052 $218K <0.01% new Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,557 shares 11,557 $218K <0.01% new Timeline PJP 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: 2,401 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,076 shares 2,076 $217K <0.01% new Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,775 shares; 2025Q4: 2,317 shares 2,317 $216K <0.01% -458 Timeline