AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,889 shares; 2024Q4: 216,235 shares; 2025Q1: 210,435 shares; 2025Q2: 210,331 shares; 2025Q3: 203,032 shares; 2025Q4: 196,091 shares 196,091 $49.9M 7.26% -6,941 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,627 shares; 2024Q4: 292,405 shares; 2025Q1: 293,368 shares; 2025Q2: 293,368 shares; 2025Q3: 289,001 shares; 2025Q4: 284,535 shares 284,535 $43.7M 6.36% -4,466 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,597 shares; 2024Q4: 144,053 shares; 2025Q1: 144,872 shares; 2025Q2: 145,348 shares; 2025Q3: 144,879 shares; 2025Q4: 143,327 shares 143,327 $26.7M 3.89% -1,552 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,318 shares; 2024Q4: 47,222 shares; 2025Q1: 47,741 shares; 2025Q2: 48,084 shares; 2025Q3: 47,927 shares; 2025Q4: 47,891 shares 47,891 $24.7M 3.6% -36 Timeline KONG ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773,853 shares; 2024Q4: 729,632 shares; 2025Q1: 723,375 shares; 2025Q2: 723,375 shares; 2025Q3: 662,088 shares; 2025Q4: 677,875 shares 677,875 $20.7M 3.01% +15,787 Timeline FORH ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,673 shares; 2024Q4: 900,442 shares; 2025Q1: 869,268 shares; 2025Q2: 869,268 shares; 2025Q3: 815,090 shares; 2025Q4: 789,569 shares 789,569 $20.2M 2.94% -25,521 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,146 shares; 2024Q4: 26,913 shares; 2025Q1: 26,253 shares; 2025Q2: 26,239 shares; 2025Q3: 26,882 shares; 2025Q4: 26,863 shares 26,863 $19.6M 2.85% -19 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,548 shares; 2024Q4: 39,143 shares; 2025Q1: 39,530 shares; 2025Q2: 39,661 shares; 2025Q3: 43,811 shares; 2025Q4: 42,995 shares 42,995 $10.6M 1.54% -816 Timeline FLUX FLUX PWR HLDGS INC More: the full row for FLUX PWR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773,465 shares; 2024Q4: 2,615,225 shares; 2025Q1: 3,004,114 shares; 2025Q2: 3,004,114 shares; 2025Q3: 3,129,157 shares; 2025Q4: 3,143,056 shares 3,143,056 $10.4M 1.51% +13,899 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,418 shares; 2024Q4: 9,608 shares; 2025Q1: 9,489 shares; 2025Q2: 9,489 shares; 2025Q3: 11,016 shares; 2025Q4: 12,029 shares 12,029 $9.18M 1.34% +1,013 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: 32,073 shares; 2024Q4: 28,699 shares; 2025Q1: 33,059 shares; 2025Q2: 33,059 shares; 2025Q3: 41,474 shares; 2025Q4: 48,779 shares 48,779 $8.72M 1.27% +7,305 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,089 shares; 2024Q4: 34,247 shares; 2025Q1: 35,136 shares; 2025Q2: 35,130 shares; 2025Q3: 35,980 shares; 2025Q4: 39,308 shares 39,308 $8.63M 1.26% +3,328 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,818 shares; 2024Q4: 15,202 shares; 2025Q1: 16,612 shares; 2025Q2: 16,612 shares; 2025Q3: 17,658 shares; 2025Q4: 19,180 shares 19,180 $8.53M 1.24% +1,522 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,737 shares; 2024Q4: 29,111 shares; 2025Q1: 27,972 shares; 2025Q2: 27,905 shares; 2025Q3: 27,412 shares; 2025Q4: 26,854 shares 26,854 $8.47M 1.23% -558 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065,581 shares; 2024Q4: 1,050,162 shares; 2025Q1: 1,022,041 shares; 2025Q2: 1,022,041 shares; 2025Q3: 980,099 shares; 2025Q4: 916,333 shares 916,333 $8.34M 1.21% -63,766 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,854 shares; 2024Q4: 40,311 shares; 2025Q1: 40,977 shares; 2025Q2: 40,977 shares; 2025Q3: 44,370 shares; 2025Q4: 41,680 shares 41,680 $8.11M 1.18% -2,690 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: 22,146 shares; 2024Q4: 20,086 shares; 2025Q1: 20,087 shares; 2025Q2: 20,266 shares; 2025Q3: 20,268 shares; 2025Q4: 16,781 shares 16,781 $7.49M 1.09% -3,487 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793,473 shares; 2024Q4: 1,816,056 shares; 2025Q1: 1,809,051 shares; 2025Q2: 1,809,051 shares; 2025Q3: 1,604,962 shares; 2025Q4: 1,433,817 shares 1,433,817 $7.39M 1.08% -171,145 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,570 shares; 2024Q4: 18,304 shares; 2025Q1: 19,463 shares; 2025Q2: 19,463 shares; 2025Q3: 20,761 shares; 2025Q4: 20,514 shares 20,514 $6.77M 0.98% -247 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,814 shares; 2024Q4: 25,654 shares; 2025Q1: 25,883 shares; 2025Q2: 25,883 shares; 2025Q3: 25,937 shares; 2025Q4: 25,780 shares 25,780 $6.27M 0.91% -157 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,132 shares; 2024Q4: 82,879 shares; 2025Q1: 85,523 shares; 2025Q2: 85,523 shares; 2025Q3: 114,318 shares; 2025Q4: 118,533 shares 118,533 $6.01M 0.87% +4,215 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,505 shares; 2024Q4: 46,965 shares; 2025Q1: 51,185 shares; 2025Q2: 51,185 shares; 2025Q3: 60,527 shares; 2025Q4: 63,953 shares 63,953 $6M 0.87% +3,426 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,553 shares; 2024Q4: 59,158 shares; 2025Q1: 56,935 shares; 2025Q2: 56,935 shares; 2025Q3: 54,964 shares; 2025Q4: 51,714 shares 51,714 $5.83M 0.85% -3,250 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,181 shares; 2024Q4: 28,886 shares; 2025Q1: 29,351 shares; 2025Q2: 29,019 shares; 2025Q3: 28,124 shares; 2025Q4: 28,142 shares 28,142 $5.26M 0.77% +18 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,820 shares; 2024Q4: 10,735 shares; 2025Q1: 10,911 shares; 2025Q2: 10,911 shares; 2025Q3: 10,816 shares; 2025Q4: 10,308 shares 10,308 $5.18M 0.75% -508 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,730 shares; 2025Q2: 141,730 shares; 2025Q3: 226,191 shares; 2025Q4: 295,548 shares 295,548 $4.85M 0.71% +69,357 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,130 shares; 2024Q4: 63,281 shares; 2025Q1: 63,606 shares; 2025Q2: 63,469 shares; 2025Q3: 63,423 shares; 2025Q4: 63,791 shares 63,791 $4.82M 0.7% +368 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 13,000 shares; 2025Q1: 13,019 shares; 2025Q2: 12,984 shares; 2025Q3: 11,650 shares; 2025Q4: 11,186 shares 11,186 $4.53M 0.66% -464 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,464 shares; 2024Q4: 60,420 shares; 2025Q1: 102,240 shares; 2025Q2: 104,240 shares; 2025Q3: 112,372 shares; 2025Q4: 89,170 shares 89,170 $4.46M 0.65% -23,202 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,700 shares; 2024Q4: 16,048 shares; 2025Q1: 16,747 shares; 2025Q2: 16,747 shares; 2025Q3: 19,482 shares; 2025Q4: 20,007 shares 20,007 $4.32M 0.63% +525 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 11,076 shares; 2025Q1: 17,496 shares; 2025Q2: 17,496 shares; 2025Q3: 20,538 shares; 2025Q4: 26,440 shares 26,440 $4.28M 0.62% +5,902 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,634 shares; 2024Q4: 12,576 shares; 2025Q1: 12,599 shares; 2025Q2: 12,557 shares; 2025Q3: 12,293 shares; 2025Q4: 12,222 shares 12,222 $4.17M 0.61% -71 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 12,684 shares; 2025Q1: 12,954 shares; 2025Q2: 12,954 shares; 2025Q3: 12,933 shares; 2025Q4: 14,718 shares 14,718 $4.15M 0.6% +1,785 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,932 shares; 2024Q4: 25,421 shares; 2025Q1: 25,685 shares; 2025Q2: 25,622 shares; 2025Q3: 26,358 shares; 2025Q4: 26,058 shares 26,058 $4.05M 0.59% -300 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,486 shares; 2024Q4: 13,183 shares; 2025Q1: 14,459 shares; 2025Q2: 14,459 shares; 2025Q3: 14,711 shares; 2025Q4: 13,620 shares 13,620 $3.83M 0.56% -1,091 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,021 shares; 2024Q4: 7,266 shares; 2025Q1: 7,875 shares; 2025Q2: 7,945 shares; 2025Q3: 7,948 shares; 2025Q4: 10,806 shares 10,806 $3.81M 0.55% +2,858 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,612 shares; 2024Q4: 20,661 shares; 2025Q1: 23,148 shares; 2025Q2: 23,148 shares; 2025Q3: 24,102 shares; 2025Q4: 26,045 shares 26,045 $3.66M 0.53% +1,943 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,707 shares; 2024Q4: 9,816 shares; 2025Q1: 10,043 shares; 2025Q2: 10,008 shares; 2025Q3: 10,151 shares; 2025Q4: 11,255 shares 11,255 $3.42M 0.5% +1,104 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,261 shares; 2024Q4: 32,275 shares; 2025Q1: 31,876 shares; 2025Q2: 31,674 shares; 2025Q3: 31,936 shares; 2025Q4: 31,446 shares 31,446 $3.24M 0.47% -490 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,316 shares; 2024Q4: 154,013 shares; 2025Q1: 148,841 shares; 2025Q2: 148,841 shares; 2025Q3: 138,984 shares; 2025Q4: 132,477 shares 132,477 $3.24M 0.47% -6,507 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: 71,416 shares; 2024Q4: 74,309 shares; 2025Q1: 74,917 shares; 2025Q2: 74,917 shares; 2025Q3: 87,779 shares; 2025Q4: 83,496 shares 83,496 $3.17M 0.46% -4,283 Timeline ACTG ACACIA RESH CORP More: the full row for ACACIA RESH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992,665 shares; 2024Q4: 1,002,922 shares; 2025Q1: 918,636 shares; 2025Q2: 897,730 shares; 2025Q3: 960,355 shares; 2025Q4: 870,831 shares 870,831 $3.1M 0.45% -89,524 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 969 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,296 shares; 2025Q4: 2,896 shares 2,896 $2.8M 0.41% +1,600 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,418 shares; 2024Q4: 48,516 shares; 2025Q1: 51,729 shares; 2025Q2: 51,444 shares; 2025Q3: 54,850 shares; 2025Q4: 61,052 shares 61,052 $2.68M 0.39% +6,202 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 2,063 shares; 2025Q3: 3,297 shares; 2025Q4: 5,468 shares 5,468 $2.68M 0.39% +2,171 Timeline DTH 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: 99,249 shares; 2024Q4: 77,909 shares; 2025Q1: 53,332 shares; 2025Q2: 53,332 shares; 2025Q3: 52,961 shares; 2025Q4: 53,960 shares 53,960 $2.65M 0.39% +999 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: 21,155 shares; 2024Q4: 21,725 shares; 2025Q1: 20,514 shares; 2025Q2: 20,431 shares; 2025Q3: 16,672 shares; 2025Q4: 18,460 shares 18,460 $2.62M 0.38% +1,788 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,911 shares; 2024Q4: 10,471 shares; 2025Q1: 10,590 shares; 2025Q2: 10,590 shares; 2025Q3: 10,394 shares; 2025Q4: 10,223 shares 10,223 $2.37M 0.34% -171 Timeline IVV 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: 3,343 shares; 2024Q4: 3,363 shares; 2025Q1: 3,313 shares; 2025Q2: 3,313 shares; 2025Q3: 3,358 shares; 2025Q4: 3,535 shares 3,535 $2.37M 0.34% +177 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 15,633 shares; 2025Q1: 15,555 shares; 2025Q2: 15,555 shares; 2025Q3: 16,117 shares; 2025Q4: 14,217 shares 14,217 $2.37M 0.34% -1,900 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,175 shares; 2024Q4: 77,005 shares; 2025Q1: 75,250 shares; 2025Q2: 75,250 shares; 2025Q3: 58,599 shares; 2025Q4: 52,327 shares 52,327 $2.3M 0.33% -6,272 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: 33,276 shares; 2024Q4: 26,689 shares; 2025Q1: 26,001 shares; 2025Q2: 26,001 shares; 2025Q3: 25,488 shares; 2025Q4: 18,751 shares 18,751 $2.3M 0.33% -6,737 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,942 shares; 2024Q4: 51,748 shares; 2025Q1: 45,886 shares; 2025Q2: 45,886 shares; 2025Q3: 43,291 shares; 2025Q4: 34,694 shares 34,694 $2.29M 0.33% -8,597 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,120 shares; 2024Q4: 30,199 shares; 2025Q1: 30,382 shares; 2025Q2: 30,382 shares; 2025Q3: 30,592 shares; 2025Q4: 30,776 shares 30,776 $2.22M 0.32% +184 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,513 shares; 2024Q4: 53,959 shares; 2025Q1: 48,104 shares; 2025Q2: 48,104 shares; 2025Q3: 45,709 shares; 2025Q4: 43,054 shares 43,054 $2.22M 0.32% -2,655 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 9,749 shares; 2025Q1: 15,556 shares; 2025Q2: 15,556 shares; 2025Q3: 18,854 shares; 2025Q4: 22,408 shares 22,408 $2.2M 0.32% +3,554 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: 29,805 shares; 2024Q4: 24,893 shares; 2025Q1: 22,549 shares; 2025Q2: 22,549 shares; 2025Q3: 22,936 shares; 2025Q4: 24,556 shares 24,556 $2.19M 0.32% +1,620 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: 15,562 shares; 2024Q4: 21,090 shares; 2025Q1: 20,755 shares; 2025Q2: 20,755 shares; 2025Q3: 20,710 shares; 2025Q4: 22,274 shares 22,274 $2.15M 0.31% +1,564 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,162 shares; 2024Q4: 8,157 shares; 2025Q1: 7,876 shares; 2025Q2: 7,876 shares; 2025Q3: 7,824 shares; 2025Q4: 6,184 shares 6,184 $2.11M 0.31% -1,640 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,816 shares; 2024Q4: 89,201 shares; 2025Q1: 74,739 shares; 2025Q2: 74,739 shares; 2025Q3: 68,607 shares; 2025Q4: 59,437 shares 59,437 $2.08M 0.3% -9,170 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,685 shares; 2024Q4: 36,911 shares; 2025Q1: 36,875 shares; 2025Q2: 35,425 shares; 2025Q3: 36,197 shares; 2025Q4: 55,737 shares 55,737 $2.07M 0.3% +19,540 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,316 shares; 2024Q4: 30,365 shares; 2025Q1: 30,688 shares; 2025Q2: 30,688 shares; 2025Q3: 26,982 shares; 2025Q4: 23,775 shares 23,775 $2M 0.29% -3,207 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,606 shares; 2025Q1: 2,407 shares; 2025Q2: 2,407 shares; 2025Q3: 3,645 shares; 2025Q4: 7,069 shares 7,069 $1.97M 0.29% +3,424 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 3,729 shares; 2025Q1: 3,692 shares; 2025Q2: 3,692 shares; 2025Q3: 3,611 shares; 2025Q4: 3,430 shares 3,430 $1.95M 0.28% -181 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,018 shares; 2024Q4: 14,687 shares; 2025Q1: 14,377 shares; 2025Q2: 14,377 shares; 2025Q3: 14,480 shares; 2025Q4: 13,822 shares 13,822 $1.95M 0.28% -658 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,979 shares; 2025Q2: 63,979 shares; 2025Q3: 76,193 shares; 2025Q4: 124,445 shares 124,445 $1.93M 0.28% +48,252 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,013 shares; 2024Q4: 8,781 shares; 2025Q1: 8,166 shares; 2025Q2: 8,166 shares; 2025Q3: 8,009 shares; 2025Q4: 6,393 shares 6,393 $1.92M 0.28% -1,616 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,359 shares; 2024Q4: 30,872 shares; 2025Q1: 40,768 shares; 2025Q2: 45,879 shares; 2025Q3: 48,260 shares; 2025Q4: 69,885 shares 69,885 $1.92M 0.28% +21,625 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 5,104 shares; 2025Q1: 5,294 shares; 2025Q2: 5,294 shares; 2025Q3: 6,783 shares; 2025Q4: 9,073 shares 9,073 $1.86M 0.27% +2,290 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,140 shares; 2024Q4: 40,076 shares; 2025Q1: 38,515 shares; 2025Q2: 38,515 shares; 2025Q3: 37,806 shares; 2025Q4: 36,518 shares 36,518 $1.84M 0.27% -1,288 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 319 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $1.78M 0.26% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 3,949 shares; 2025Q1: 3,947 shares; 2025Q2: 3,947 shares; 2025Q3: 3,927 shares; 2025Q4: 3,879 shares 3,879 $1.77M 0.26% -48 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,127 shares; 2024Q4: 8,152 shares; 2025Q1: 7,833 shares; 2025Q2: 7,833 shares; 2025Q3: 7,234 shares; 2025Q4: 7,089 shares 7,089 $1.75M 0.25% -145 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,121 shares; 2024Q4: 26,722 shares; 2025Q1: 25,978 shares; 2025Q2: 25,978 shares; 2025Q3: 26,603 shares; 2025Q4: 25,732 shares 25,732 $1.73M 0.25% -871 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 9,057 shares; 2025Q1: 8,989 shares; 2025Q2: 8,989 shares; 2025Q3: 8,932 shares; 2025Q4: 8,057 shares 8,057 $1.72M 0.25% -875 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 2,454 shares; 2025Q1: 2,272 shares; 2025Q2: 2,272 shares; 2025Q3: 2,581 shares; 2025Q4: 2,560 shares 2,560 $1.71M 0.25% -21 Timeline RYLD 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: 103,809 shares; 2024Q4: 125,469 shares; 2025Q1: 128,506 shares; 2025Q2: 128,506 shares; 2025Q3: 125,239 shares; 2025Q4: 113,140 shares 113,140 $1.7M 0.25% -12,099 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,164 shares; 2024Q4: 5,290 shares; 2025Q1: 5,636 shares; 2025Q2: 5,588 shares; 2025Q3: 5,656 shares; 2025Q4: 7,107 shares 7,107 $1.68M 0.24% +1,451 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale 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: 29,825 shares 29,825 $1.67M 0.24% new Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,201 shares; 2024Q4: 30,678 shares; 2025Q1: 28,611 shares; 2025Q2: 28,611 shares; 2025Q3: 27,466 shares; 2025Q4: 23,658 shares 23,658 $1.66M 0.24% -3,808 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,056 shares; 2025Q1: 4,070 shares; 2025Q2: 4,070 shares; 2025Q3: 4,270 shares; 2025Q4: 4,299 shares 4,299 $1.61M 0.23% +29 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,498 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,330 shares; 2025Q4: 1,333 shares 1,333 $1.6M 0.23% +3 Timeline QGRW 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: 27,467 shares 27,467 $1.58M 0.23% new 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: 15,682 shares; 2024Q4: 31,042 shares; 2025Q1: 32,232 shares; 2025Q2: 32,232 shares; 2025Q3: 34,960 shares; 2025Q4: 35,879 shares 35,879 $1.56M 0.23% +919 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,246 shares; 2024Q4: 12,800 shares; 2025Q1: 13,117 shares; 2025Q2: 13,117 shares; 2025Q3: 13,565 shares; 2025Q4: 13,642 shares 13,642 $1.53M 0.22% +77 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: 18,554 shares; 2024Q4: 18,554 shares; 2025Q1: 18,554 shares; 2025Q2: 18,554 shares; 2025Q3: 18,554 shares; 2025Q4: 18,554 shares 18,554 $1.52M 0.22% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 7,316 shares; 2025Q1: 7,784 shares; 2025Q2: 7,784 shares; 2025Q3: 6,317 shares; 2025Q4: 5,339 shares 5,339 $1.51M 0.22% -978 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,482 shares; 2024Q4: 68,482 shares; 2025Q1: 61,098 shares; 2025Q2: 61,098 shares; 2025Q3: 58,873 shares; 2025Q4: 54,614 shares 54,614 $1.51M 0.22% -4,259 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,383 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,787 shares; 2025Q4: 1,886 shares 1,886 $1.5M 0.22% +99 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: 23,135 shares; 2024Q4: 24,573 shares; 2025Q1: 24,658 shares; 2025Q2: 24,658 shares; 2025Q3: 23,810 shares; 2025Q4: 22,993 shares 22,993 $1.49M 0.22% -817 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,047 shares; 2025Q1: 7,295 shares; 2025Q2: 7,295 shares; 2025Q3: 8,373 shares; 2025Q4: 8,173 shares 8,173 $1.49M 0.22% -200 Timeline IREN IREN LIMITED More: the full row for IREN 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: 25,350 shares; 2025Q4: 31,536 shares 31,536 $1.48M 0.22% +6,186 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5,129 shares; 2025Q1: 5,177 shares; 2025Q2: 5,157 shares; 2025Q3: 5,967 shares; 2025Q4: 4,232 shares 4,232 $1.46M 0.21% -1,735 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 364,223 shares; 2025Q2: 364,223 shares; 2025Q3: 344,964 shares; 2025Q4: 315,421 shares 315,421 $1.44M 0.21% -29,543 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale 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: 74,204 shares 74,204 $1.43M 0.21% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,001 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 3,224 shares; 2025Q4: 3,348 shares 3,348 $1.4M 0.2% +124 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,284 shares; 2025Q4: 8,950 shares 8,950 $1.35M 0.2% -334 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,464 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,124 shares; 2025Q4: 1,415 shares 1,415 $1.35M 0.2% -709 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 6,701 shares; 2025Q1: 6,691 shares; 2025Q2: 6,691 shares; 2025Q3: 6,828 shares; 2025Q4: 6,876 shares 6,876 $1.33M 0.19% +48 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,826 shares; 2025Q1: 23,981 shares; 2025Q2: 23,981 shares; 2025Q3: 32,080 shares; 2025Q4: 33,557 shares 33,557 $1.31M 0.19% +1,477 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: 7,834 shares; 2024Q4: 7,901 shares; 2025Q1: 7,803 shares; 2025Q2: 7,803 shares; 2025Q3: 7,776 shares; 2025Q4: 7,616 shares 7,616 $1.31M 0.19% -160 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,710 shares; 2024Q4: 12,632 shares; 2025Q1: 11,447 shares; 2025Q2: 11,447 shares; 2025Q3: 9,975 shares; 2025Q4: 6,666 shares 6,666 $1.3M 0.19% -3,309 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,774 shares; 2025Q1: 10,297 shares; 2025Q2: 10,297 shares; 2025Q3: 10,336 shares; 2025Q4: 9,499 shares 9,499 $1.27M 0.19% -837 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,289 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 1,376 shares; 2025Q4: 1,373 shares 1,373 $1.27M 0.18% -3 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,488 shares; 2025Q1: 4,488 shares; 2025Q2: 4,488 shares; 2025Q3: 10,474 shares; 2025Q4: 10,462 shares 10,462 $1.26M 0.18% -12 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 14,053 shares; 2025Q1: 11,650 shares; 2025Q2: 11,650 shares; 2025Q3: 11,114 shares; 2025Q4: 10,098 shares 10,098 $1.25M 0.18% -1,016 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,004 shares; 2024Q4: 21,004 shares; 2025Q1: 20,604 shares; 2025Q2: 20,604 shares; 2025Q3: 18,789 shares; 2025Q4: 16,114 shares 16,114 $1.23M 0.18% -2,675 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,301 shares; 2025Q1: 4,313 shares; 2025Q2: 4,313 shares; 2025Q3: 4,291 shares; 2025Q4: 4,292 shares 4,292 $1.21M 0.18% +1 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 10,769 shares; 2025Q1: 11,923 shares; 2025Q2: 11,923 shares; 2025Q3: 14,231 shares; 2025Q4: 13,433 shares 13,433 $1.2M 0.18% -798 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,994 shares; 2024Q4: 21,285 shares; 2025Q1: 19,441 shares; 2025Q2: 19,441 shares; 2025Q3: 18,805 shares; 2025Q4: 17,235 shares 17,235 $1.2M 0.17% -1,570 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 5,107 shares; 2025Q1: 6,042 shares; 2025Q2: 6,042 shares; 2025Q3: 7,227 shares; 2025Q4: 7,112 shares 7,112 $1.19M 0.17% -115 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,097 shares; 2024Q4: 58,590 shares; 2025Q1: 55,065 shares; 2025Q2: 55,065 shares; 2025Q3: 50,774 shares; 2025Q4: 46,445 shares 46,445 $1.18M 0.17% -4,329 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,315 shares; 2025Q2: 15,315 shares; 2025Q3: 23,190 shares; 2025Q4: 24,885 shares 24,885 $1.17M 0.17% +1,695 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,151 shares; 2024Q4: 17,395 shares; 2025Q1: 17,256 shares; 2025Q2: 17,256 shares; 2025Q3: 16,760 shares; 2025Q4: 16,763 shares 16,763 $1.15M 0.17% +3 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,724 shares; 2024Q4: 115,632 shares; 2025Q1: 98,831 shares; 2025Q2: 98,831 shares; 2025Q3: 93,331 shares; 2025Q4: 89,316 shares 89,316 $1.14M 0.17% -4,015 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,514 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,890 shares; 2025Q4: 1,897 shares 1,897 $1.14M 0.17% +7 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: 20,702 shares; 2024Q4: 20,065 shares; 2025Q1: 19,751 shares; 2025Q2: 19,751 shares; 2025Q3: 17,137 shares; 2025Q4: 15,261 shares 15,261 $1.14M 0.17% -1,876 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 13,208 shares; 2025Q1: 14,147 shares; 2025Q2: 14,147 shares; 2025Q3: 16,392 shares; 2025Q4: 24,194 shares 24,194 $1.13M 0.16% +7,802 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 6,021 shares; 2025Q1: 6,103 shares; 2025Q2: 6,103 shares; 2025Q3: 5,832 shares; 2025Q4: 5,590 shares 5,590 $1.12M 0.16% -242 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,665 shares; 2024Q4: 27,569 shares; 2025Q1: 27,830 shares; 2025Q2: 27,830 shares; 2025Q3: 26,606 shares; 2025Q4: 23,187 shares 23,187 $1.12M 0.16% -3,419 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,344 shares; 2024Q4: 8,943 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,902 shares; 2025Q4: 7,744 shares 7,744 $1.12M 0.16% -1,158 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 2,092 shares; 2025Q4: 5,300 shares 5,300 $1.12M 0.16% +3,208 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 4,672 shares; 2025Q1: 5,673 shares; 2025Q2: 5,673 shares; 2025Q3: 6,399 shares; 2025Q4: 6,520 shares 6,520 $1.1M 0.16% +121 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,400 shares; 2024Q4: 34,400 shares; 2025Q1: 34,400 shares; 2025Q2: 34,400 shares; 2025Q3: 34,400 shares; 2025Q4: 34,400 shares 34,400 $1.09M 0.16% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 5,038 shares; 2025Q1: 5,068 shares; 2025Q2: 5,068 shares; 2025Q3: 5,372 shares; 2025Q4: 5,372 shares 5,372 $1.09M 0.16% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,229 shares; 2025Q1: 3,513 shares; 2025Q2: 3,513 shares; 2025Q3: 3,959 shares; 2025Q4: 4,566 shares 4,566 $1.08M 0.16% +607 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,110 shares; 2024Q4: 14,110 shares; 2025Q1: 14,060 shares; 2025Q2: 14,060 shares; 2025Q3: 12,835 shares; 2025Q4: 12,040 shares 12,040 $1.08M 0.16% -795 Timeline DFLV 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: 14,865 shares; 2025Q1: 15,865 shares; 2025Q2: 15,865 shares; 2025Q3: 26,681 shares; 2025Q4: 32,608 shares 32,608 $1.07M 0.16% +5,927 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,767 shares; 2024Q4: 38,941 shares; 2025Q1: 32,739 shares; 2025Q2: 32,739 shares; 2025Q3: 28,109 shares; 2025Q4: 22,424 shares 22,424 $1.07M 0.16% -5,685 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,545 shares; 2024Q4: 13,666 shares; 2025Q1: 18,561 shares; 2025Q2: 18,561 shares; 2025Q3: 18,912 shares; 2025Q4: 13,956 shares 13,956 $1.07M 0.16% -4,956 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,132 shares; 2025Q1: 4,934 shares; 2025Q2: 4,934 shares; 2025Q3: 6,333 shares; 2025Q4: 12,714 shares 12,714 $1.07M 0.16% +6,381 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: 6,797 shares; 2024Q4: 3,555 shares; 2025Q1: 3,990 shares; 2025Q2: 3,990 shares; 2025Q3: 3,873 shares; 2025Q4: 5,536 shares 5,536 $1.06M 0.15% +1,663 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,540 shares; 2024Q4: 376,954 shares; 2025Q1: 345,832 shares; 2025Q2: 345,832 shares; 2025Q3: 244,902 shares; 2025Q4: 201,133 shares 201,133 $1.04M 0.15% -43,769 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,970 shares; 2024Q4: 7,867 shares; 2025Q1: 7,834 shares; 2025Q2: 7,834 shares; 2025Q3: 7,845 shares; 2025Q4: 6,218 shares 6,218 $1.04M 0.15% -1,627 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,005 shares; 2024Q4: 19,574 shares; 2025Q1: 17,635 shares; 2025Q2: 17,635 shares; 2025Q3: 15,501 shares; 2025Q4: 12,240 shares 12,240 $1.04M 0.15% -3,261 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 9,438 shares; 2025Q1: 10,427 shares; 2025Q2: 10,427 shares; 2025Q3: 11,864 shares; 2025Q4: 12,145 shares 12,145 $1.03M 0.15% +281 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,181 shares; 2025Q2: 21,181 shares; 2025Q3: 44,258 shares; 2025Q4: 45,600 shares 45,600 $1.01M 0.15% +1,342 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES 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: 74,339 shares 74,339 $1.01M 0.15% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,646 shares; 2025Q1: 3,786 shares; 2025Q2: 3,786 shares; 2025Q3: 3,881 shares; 2025Q4: 3,695 shares 3,695 $1.01M 0.15% -186 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 5,676 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares; 2025Q3: 8,845 shares; 2025Q4: 8,417 shares 8,417 $1M 0.15% -428 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,186 shares; 2025Q1: 3,965 shares; 2025Q2: 3,851 shares; 2025Q3: 3,658 shares; 2025Q4: 3,598 shares 3,598 $995K 0.14% -60 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: 1,158 shares; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 2,493 shares; 2025Q4: 6,765 shares 6,765 $990K 0.14% +4,272 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: 18,888 shares; 2024Q4: 12,190 shares; 2025Q1: 12,191 shares; 2025Q2: 12,191 shares; 2025Q3: 12,193 shares; 2025Q4: 11,999 shares 11,999 $988K 0.14% -194 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,206 shares; 2024Q4: 21,252 shares; 2025Q1: 16,248 shares; 2025Q2: 16,248 shares; 2025Q3: 13,367 shares; 2025Q4: 11,733 shares 11,733 $985K 0.14% -1,634 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,704 shares; 2024Q4: 7,844 shares; 2025Q1: 7,483 shares; 2025Q2: 7,237 shares; 2025Q3: 6,931 shares; 2025Q4: 5,775 shares 5,775 $981K 0.14% -1,156 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 6,942 shares; 2025Q1: 9,349 shares; 2025Q2: 9,349 shares; 2025Q3: 10,231 shares; 2025Q4: 22,537 shares 22,537 $973K 0.14% +12,306 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 2,450 shares; 2025Q1: 1,985 shares; 2025Q2: 1,985 shares; 2025Q3: 1,948 shares; 2025Q4: 1,577 shares 1,577 $970K 0.14% -371 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares; 2025Q4: 8,770 shares 8,770 $956K 0.14% +5,830 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,396 shares; 2024Q4: 58,834 shares; 2025Q1: 55,523 shares; 2025Q2: 55,523 shares; 2025Q3: 54,874 shares; 2025Q4: 47,485 shares 47,485 $941K 0.14% -7,389 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,236 shares; 2025Q1: 3,212 shares; 2025Q2: 3,212 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares 2,601 $925K 0.13% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,663 shares 5,663 $917K 0.13% new 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: 4,617 shares; 2024Q4: 4,498 shares; 2025Q1: 4,502 shares; 2025Q2: 4,502 shares; 2025Q3: 4,310 shares; 2025Q4: 4,264 shares 4,264 $915K 0.13% -46 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,615 shares; 2024Q4: 25,765 shares; 2025Q1: 27,665 shares; 2025Q2: 27,665 shares; 2025Q3: 26,580 shares; 2025Q4: 26,420 shares 26,420 $905K 0.13% -160 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,933 shares; 2024Q4: 14,808 shares; 2025Q1: 14,690 shares; 2025Q2: 14,690 shares; 2025Q3: 13,920 shares; 2025Q4: 13,474 shares 13,474 $894K 0.13% -446 Timeline TSLL 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: not reported; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: not reported; 2025Q4: 41,895 shares 41,895 $884K 0.13% new 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,760 shares 3,760 $883K 0.13% +260 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: 7,323 shares; 2024Q4: 7,323 shares; 2025Q1: 6,743 shares; 2025Q2: 6,743 shares; 2025Q3: 5,573 shares; 2025Q4: 5,573 shares 5,573 $881K 0.13% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,399 shares; 2024Q4: 19,022 shares; 2025Q1: 19,022 shares; 2025Q2: 19,022 shares; 2025Q3: 19,022 shares; 2025Q4: 19,022 shares 19,022 $880K 0.13% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,238 shares; 2024Q4: 8,242 shares; 2025Q1: 7,301 shares; 2025Q2: 7,301 shares; 2025Q3: 7,050 shares; 2025Q4: 5,401 shares 5,401 $876K 0.13% -1,649 Timeline HUYA HUYA INC More: the full row for HUYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,700 shares; 2024Q4: 108,000 shares; 2025Q1: 117,500 shares; 2025Q2: 117,500 shares; 2025Q3: 125,144 shares; 2025Q4: 259,052 shares 259,052 $863K 0.13% +133,908 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 4,769 shares; 2025Q1: 5,148 shares; 2025Q2: 13,284 shares; 2025Q3: 13,284 shares; 2025Q4: 13,284 shares 13,284 $854K 0.12% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 830 shares; 2025Q4: 732 shares 732 $853K 0.12% -98 Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,509 shares; 2025Q4: 25,401 shares 25,401 $831K 0.12% +1,892 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,664 shares; 2025Q1: 3,666 shares; 2025Q2: 3,666 shares; 2025Q3: 3,662 shares; 2025Q4: 3,284 shares 3,284 $825K 0.12% -378 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 3,355 shares; 2025Q1: 3,457 shares; 2025Q2: 3,457 shares; 2025Q3: 3,403 shares; 2025Q4: 3,403 shares 3,403 $823K 0.12% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,087 shares; 2025Q1: 2,101 shares; 2025Q2: 2,019 shares; 2025Q3: 1,987 shares; 2025Q4: 1,911 shares 1,911 $823K 0.12% -76 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,581 shares; 2024Q4: 10,581 shares; 2025Q1: 11,270 shares; 2025Q2: 11,270 shares; 2025Q3: 11,246 shares; 2025Q4: 11,246 shares 11,246 $821K 0.12% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,877 shares; 2025Q4: 15,806 shares 15,806 $819K 0.12% +3,929 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 569 shares; 2025Q4: 4,113 shares 4,113 $797K 0.12% +3,544 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,459 shares; 2025Q1: 2,173 shares; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares; 2025Q4: 3,106 shares 3,106 $793K 0.12% +1,114 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,761 shares; 2024Q4: 28,810 shares; 2025Q1: 49,443 shares; 2025Q2: 49,443 shares; 2025Q3: 41,412 shares; 2025Q4: 23,603 shares 23,603 $792K 0.12% -17,809 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,308 shares; 2024Q4: 9,585 shares; 2025Q1: 9,696 shares; 2025Q2: 9,696 shares; 2025Q3: 10,137 shares; 2025Q4: 8,820 shares 8,820 $791K 0.12% -1,317 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,425 shares; 2025Q4: 5,425 shares 5,425 $790K 0.12% 0 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,664 shares; 2024Q4: 26,564 shares; 2025Q1: 23,211 shares; 2025Q2: 23,211 shares; 2025Q3: 23,035 shares; 2025Q4: 21,246 shares 21,246 $790K 0.11% -1,789 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,122 shares 11,122 $790K 0.11% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,182 shares; 2024Q4: 15,824 shares; 2025Q1: 13,250 shares; 2025Q2: 12,534 shares; 2025Q3: 24,003 shares; 2025Q4: 22,633 shares 22,633 $786K 0.11% -1,370 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,742 shares; 2025Q1: 2,921 shares; 2025Q2: 2,921 shares; 2025Q3: 2,921 shares; 2025Q4: 2,611 shares 2,611 $784K 0.11% -310 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,133 shares; 2025Q1: 20,620 shares; 2025Q2: 20,620 shares; 2025Q3: 25,235 shares; 2025Q4: 24,862 shares 24,862 $783K 0.11% -373 Timeline ADME 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: 16,939 shares; 2024Q4: 15,170 shares; 2025Q1: 15,155 shares; 2025Q2: 15,155 shares; 2025Q3: 15,155 shares; 2025Q4: 15,081 shares 15,081 $770K 0.11% -74 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,409 shares; 2025Q1: 3,279 shares; 2025Q2: 3,391 shares; 2025Q3: 3,257 shares; 2025Q4: 2,882 shares 2,882 $770K 0.11% -375 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 2,397 shares 2,397 $761K 0.11% +1,527 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 8,289 shares; 2025Q1: 8,289 shares; 2025Q2: 8,289 shares; 2025Q3: 8,128 shares; 2025Q4: 8,127 shares 8,127 $759K 0.11% -1 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: not reported; 2024Q4: 4,210 shares; 2025Q1: 6,815 shares; 2025Q2: 6,815 shares; 2025Q3: 6,765 shares; 2025Q4: 6,865 shares 6,865 $759K 0.11% +100 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $754K 0.11% 0 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: 7,921 shares; 2024Q4: 11,692 shares; 2025Q1: 11,614 shares; 2025Q2: 11,614 shares; 2025Q3: 11,417 shares; 2025Q4: 11,139 shares 11,139 $751K 0.11% -278 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,245 shares; 2025Q1: 1,295 shares; 2025Q2: 1,257 shares; 2025Q3: 957 shares; 2025Q4: 1,597 shares 1,597 $750K 0.11% +640 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: 13,120 shares; 2024Q4: 11,727 shares; 2025Q1: 8,491 shares; 2025Q2: 8,491 shares; 2025Q3: 6,411 shares; 2025Q4: 5,618 shares 5,618 $737K 0.11% -793 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 3,883 shares; 2025Q4: 4,411 shares 4,411 $733K 0.11% +528 Timeline VOO 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: 1,756 shares; 2024Q4: 1,306 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,486 shares; 2025Q4: 1,181 shares 1,181 $723K 0.11% -305 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 12,990 shares; 2025Q1: 8,990 shares; 2025Q2: 9,315 shares; 2025Q3: 9,315 shares; 2025Q4: 9,315 shares 9,315 $714K 0.1% 0 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: 1,667 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares 1,355 $708K 0.1% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,331 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 2,030 shares; 2025Q4: 2,074 shares 2,074 $700K 0.1% +44 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,010 shares; 2024Q4: 23,580 shares; 2025Q1: 22,320 shares; 2025Q2: 22,320 shares; 2025Q3: 18,810 shares; 2025Q4: 18,210 shares 18,210 $696K 0.1% -600 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: 15,633 shares; 2025Q4: 14,741 shares 14,741 $690K 0.1% -892 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,941 shares; 2024Q4: 12,368 shares; 2025Q1: 11,566 shares; 2025Q2: 11,566 shares; 2025Q3: 10,734 shares; 2025Q4: 7,862 shares 7,862 $689K 0.1% -2,872 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: 4,350 shares; 2024Q4: 3,974 shares; 2025Q1: 3,976 shares; 2025Q2: 3,976 shares; 2025Q3: 3,787 shares; 2025Q4: 3,668 shares 3,668 $686K 0.1% -119 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: 2,482 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares 1,972 $680K 0.1% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,415 shares; 2024Q4: 9,041 shares; 2025Q1: 10,259 shares; 2025Q2: 16,918 shares; 2025Q3: 16,918 shares; 2025Q4: 16,918 shares 16,918 $679K 0.1% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 919 shares; 2025Q1: 916 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 877 shares 877 $677K 0.1% -200 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,274 shares; 2025Q4: 3,021 shares 3,021 $672K 0.1% +747 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,724 shares; 2024Q4: 17,814 shares; 2025Q1: 12,721 shares; 2025Q2: 12,721 shares; 2025Q3: 13,536 shares; 2025Q4: 15,833 shares 15,833 $662K 0.1% +2,297 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,606 shares; 2024Q4: 16,406 shares; 2025Q1: 18,209 shares; 2025Q2: 18,209 shares; 2025Q3: 15,709 shares; 2025Q4: 14,767 shares 14,767 $658K 0.1% -942 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,855 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,277 shares; 2025Q4: 4,172 shares 4,172 $647K 0.09% -105 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,761 shares; 2024Q4: 278,398 shares; 2025Q1: 268,800 shares; 2025Q2: 268,800 shares; 2025Q3: 241,205 shares; 2025Q4: 227,750 shares 227,750 $633K 0.09% -13,455 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 3,685 shares; 2025Q1: 3,452 shares; 2025Q2: 3,452 shares; 2025Q3: 3,164 shares; 2025Q4: 1,832 shares 1,832 $633K 0.09% -1,332 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,359 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,338 shares; 2025Q4: 1,331 shares 1,331 $623K 0.09% -7 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,251 shares; 2024Q4: 7,887 shares; 2025Q1: 8,455 shares; 2025Q2: 8,455 shares; 2025Q3: 9,933 shares; 2025Q4: 10,825 shares 10,825 $618K 0.09% +892 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,181 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares 929 $615K 0.09% 0 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,500 shares; 2024Q4: 249,350 shares; 2025Q1: 261,700 shares; 2025Q2: 261,700 shares; 2025Q3: 237,200 shares; 2025Q4: 196,600 shares 196,600 $615K 0.09% -40,600 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,302 shares; 2025Q4: 1,282 shares 1,282 $612K 0.09% -20 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,608 shares; 2024Q4: 8,088 shares; 2025Q1: 8,088 shares; 2025Q2: 7,568 shares; 2025Q3: 7,569 shares; 2025Q4: 7,569 shares 7,569 $609K 0.09% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,664 shares; 2025Q1: 14,752 shares; 2025Q2: 14,752 shares; 2025Q3: 16,475 shares; 2025Q4: 13,183 shares 13,183 $608K 0.09% -3,292 Timeline CQQQ 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: 14,939 shares; 2024Q4: 16,115 shares; 2025Q1: 15,325 shares; 2025Q2: 15,325 shares; 2025Q3: 12,978 shares; 2025Q4: 10,200 shares 10,200 $602K 0.09% -2,778 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,349 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,294 shares; 2025Q4: 1,205 shares 1,205 $602K 0.09% -89 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: 6,032 shares; 2024Q4: 6,206 shares; 2025Q1: 6,209 shares; 2025Q2: 6,209 shares; 2025Q3: 6,492 shares; 2025Q4: 6,389 shares 6,389 $598K 0.09% -103 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,283 shares; 2024Q4: 7,781 shares; 2025Q1: 8,376 shares; 2025Q2: 7,279 shares; 2025Q3: 7,279 shares; 2025Q4: 7,279 shares 7,279 $597K 0.09% 0 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: 15,215 shares; 2024Q4: 14,297 shares; 2025Q1: 14,297 shares; 2025Q2: 13,336 shares; 2025Q3: 13,336 shares; 2025Q4: 13,336 shares 13,336 $596K 0.09% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,205 shares; 2025Q1: 2,205 shares; 2025Q2: 2,063 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares 2,063 $596K 0.09% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,141 shares; 2025Q1: 1,155 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 967 shares 967 $592K 0.09% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,120 shares; 2025Q2: 6,455 shares; 2025Q3: 7,324 shares; 2025Q4: 4,955 shares 4,955 $581K 0.08% -2,369 Timeline FID 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: 29,372 shares; 2024Q4: 29,401 shares; 2025Q1: 29,405 shares; 2025Q2: 29,405 shares; 2025Q3: 29,448 shares; 2025Q4: 29,468 shares 29,468 $581K 0.08% +20 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,204 shares; 2024Q4: 6,887 shares; 2025Q1: 6,653 shares; 2025Q2: 6,593 shares; 2025Q3: 5,545 shares; 2025Q4: 5,070 shares 5,070 $581K 0.08% -475 Timeline QUSA TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale 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: 29,378 shares 29,378 $574K 0.08% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,272 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,211 shares; 2025Q4: 1,207 shares 1,207 $573K 0.08% -4 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 8,047 shares; 2025Q1: 7,489 shares; 2025Q2: 7,489 shares; 2025Q3: 6,956 shares; 2025Q4: 3,745 shares 3,745 $571K 0.08% -3,211 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,995 shares; 2024Q4: 26,781 shares; 2025Q1: 25,402 shares; 2025Q2: 25,402 shares; 2025Q3: 17,386 shares; 2025Q4: 13,565 shares 13,565 $570K 0.08% -3,821 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,641 shares; 2024Q4: 34,899 shares; 2025Q1: 32,673 shares; 2025Q2: 25,989 shares; 2025Q3: 25,989 shares; 2025Q4: 24,505 shares 24,505 $569K 0.08% -1,484 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,721 shares; 2025Q1: 38,697 shares; 2025Q2: 35,295 shares; 2025Q3: 48,099 shares; 2025Q4: 45,351 shares 45,351 $567K 0.08% -2,748 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,623 shares 44,623 $562K 0.08% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,135 shares; 2024Q4: 7,135 shares; 2025Q1: 7,028 shares; 2025Q2: 7,028 shares; 2025Q3: 6,029 shares; 2025Q4: 5,924 shares 5,924 $561K 0.08% -105 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,618 shares; 2024Q4: 45,631 shares; 2025Q1: 42,422 shares; 2025Q2: 42,422 shares; 2025Q3: 41,303 shares; 2025Q4: 37,371 shares 37,371 $556K 0.08% -3,932 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: 2,705 shares; 2024Q4: 2,585 shares; 2025Q1: 2,916 shares; 2025Q2: 2,916 shares; 2025Q3: 2,687 shares; 2025Q4: 2,058 shares 2,058 $556K 0.08% -629 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,704 shares; 2025Q4: 4,825 shares 4,825 $549K 0.08% +1,121 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,392 shares; 2024Q4: 20,432 shares; 2025Q1: 20,452 shares; 2025Q2: 20,452 shares; 2025Q3: 20,359 shares; 2025Q4: 19,319 shares 19,319 $546K 0.08% -1,040 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 9,120 shares; 2025Q1: 7,233 shares; 2025Q2: 6,568 shares; 2025Q3: 6,568 shares; 2025Q4: 6,568 shares 6,568 $545K 0.08% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,289 shares; 2024Q4: 21,879 shares; 2025Q1: 21,999 shares; 2025Q2: 20,469 shares; 2025Q3: 20,469 shares; 2025Q4: 20,469 shares 20,469 $539K 0.08% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares 2,963 $537K 0.08% 0 Timeline RDVI 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: 9,475 shares; 2025Q2: 9,475 shares; 2025Q3: 17,975 shares; 2025Q4: 20,760 shares 20,760 $537K 0.08% +2,785 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,937 shares; 2024Q4: 7,918 shares; 2025Q1: 9,688 shares; 2025Q2: 9,688 shares; 2025Q3: 10,428 shares; 2025Q4: 15,507 shares 15,507 $533K 0.08% +5,079 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares 2,805 $530K 0.08% 0 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,100 shares; 2025Q2: 21,100 shares; 2025Q3: 22,100 shares; 2025Q4: 31,600 shares 31,600 $526K 0.08% +9,500 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: 42,541 shares; 2024Q4: 17,446 shares; 2025Q1: 18,032 shares; 2025Q2: 18,032 shares; 2025Q3: 17,071 shares; 2025Q4: 9,906 shares 9,906 $526K 0.08% -7,165 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 1,827 shares 1,827 $525K 0.08% +1,218 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 18,942 shares; 2025Q1: 18,943 shares; 2025Q2: 18,943 shares; 2025Q3: 18,948 shares; 2025Q4: 19,363 shares 19,363 $525K 0.08% +415 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS 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: 10,167 shares 10,167 $522K 0.08% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 1,060 shares 1,060 $516K 0.08% -1,000 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,272 shares; 2025Q1: 2,317 shares; 2025Q2: 2,317 shares; 2025Q3: 2,317 shares; 2025Q4: 2,317 shares 2,317 $512K 0.07% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,966 shares 3,966 $511K 0.07% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 5,953 shares; 2025Q1: 4,963 shares; 2025Q2: 4,963 shares; 2025Q3: 4,794 shares; 2025Q4: 2,363 shares 2,363 $510K 0.07% -2,431 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares 2,471 $507K 0.07% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,495 shares; 2024Q4: 13,305 shares; 2025Q1: 11,806 shares; 2025Q2: 11,806 shares; 2025Q3: 8,961 shares; 2025Q4: 5,417 shares 5,417 $507K 0.07% -3,544 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,788 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 2,784 shares; 2025Q4: 2,699 shares 2,699 $505K 0.07% -85 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,487 shares; 2024Q4: 37,087 shares; 2025Q1: 35,852 shares; 2025Q2: 35,852 shares; 2025Q3: 31,252 shares; 2025Q4: 31,252 shares 31,252 $497K 0.07% 0 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: 26,951 shares; 2024Q4: 26,951 shares; 2025Q1: 26,050 shares; 2025Q2: 26,050 shares; 2025Q3: 25,567 shares; 2025Q4: 24,194 shares 24,194 $494K 0.07% -1,373 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,655 shares 25,655 $488K 0.07% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,319 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,094 shares; 2025Q4: 1,056 shares 1,056 $483K 0.07% -38 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $482K 0.07% 0 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING 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: 2,950 shares; 2025Q4: 2,782 shares 2,782 $481K 0.07% -168 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,356 shares; 2025Q4: 3,356 shares 3,356 $481K 0.07% 0 Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,534 shares; 2025Q1: 33,795 shares; 2025Q2: 31,969 shares; 2025Q3: 31,969 shares; 2025Q4: 30,143 shares 30,143 $479K 0.07% -1,826 Timeline AMLP 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: 4,885 shares; 2024Q4: 6,870 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 10,150 shares; 2025Q4: 10,200 shares 10,200 $479K 0.07% +50 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,705 shares 8,705 $452K 0.07% new Timeline XLF 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: 8,590 shares; 2024Q4: 8,586 shares; 2025Q1: 8,356 shares; 2025Q2: 8,356 shares; 2025Q3: 8,209 shares; 2025Q4: 8,189 shares 8,189 $441K 0.06% -20 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: 7,605 shares; 2025Q1: 7,020 shares; 2025Q2: 6,131 shares; 2025Q3: 6,131 shares; 2025Q4: 5,781 shares 5,781 $440K 0.06% -350 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,604 shares; 2024Q4: 14,407 shares; 2025Q1: 14,083 shares; 2025Q2: 14,083 shares; 2025Q3: 14,667 shares; 2025Q4: 13,995 shares 13,995 $438K 0.06% -672 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 8,068 shares; 2025Q1: 7,433 shares; 2025Q2: 4,629 shares; 2025Q3: 3,938 shares; 2025Q4: 3,258 shares 3,258 $431K 0.06% -680 Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,601 shares; 2025Q1: 1,481 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 1,321 shares 1,321 $427K 0.06% -80 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: 6,719 shares; 2024Q4: 14,576 shares; 2025Q1: 15,948 shares; 2025Q2: 15,948 shares; 2025Q3: 22,962 shares; 2025Q4: 7,694 shares 7,694 $427K 0.06% -15,268 Timeline MNRS GRAYSCALE FUNDS TRUST More: the full row for GRAYSCALE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,976 shares; 2025Q4: 10,476 shares 10,476 $425K 0.06% +2,500 Timeline KKR & CO INC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,400 shares; 2025Q4: 8,100 shares 8,100 $424K 0.06% +700 KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $416K 0.06% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $414K 0.06% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,670 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,595 shares; 2025Q4: 2,408 shares 2,408 $411K 0.06% +813 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares 1,434 $411K 0.06% 0 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: 1,561 shares 1,561 $408K 0.06% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 10,652 shares; 2025Q1: 9,860 shares; 2025Q2: 9,860 shares; 2025Q3: 10,084 shares; 2025Q4: 9,032 shares 9,032 $407K 0.06% -1,052 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,487 shares; 2024Q4: 18,307 shares; 2025Q1: 18,307 shares; 2025Q2: 17,127 shares; 2025Q3: 17,127 shares; 2025Q4: 17,127 shares 17,127 $399K 0.06% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 6,685 shares; 2025Q1: 6,685 shares; 2025Q2: 6,685 shares; 2025Q3: 6,274 shares; 2025Q4: 5,849 shares 5,849 $398K 0.06% -425 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,126 shares 5,126 $397K 0.06% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 15,399 shares; 2025Q1: 15,599 shares; 2025Q2: 15,599 shares; 2025Q3: 16,474 shares; 2025Q4: 16,474 shares 16,474 $394K 0.06% 0 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: not reported; 2024Q4: 9,595 shares; 2025Q1: 8,878 shares; 2025Q2: 8,368 shares; 2025Q3: 8,368 shares; 2025Q4: 7,890 shares 7,890 $394K 0.06% -478 Timeline ITRI ITRON INC More: the full row for ITRON 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: 4,220 shares 4,220 $392K 0.06% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: 4,660 shares; 2025Q4: 1,215 shares 1,215 $391K 0.06% -3,445 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,718 shares; 2025Q4: 10,106 shares 10,106 $390K 0.06% -612 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,116 shares; 2025Q2: 51,192 shares; 2025Q3: 51,192 shares; 2025Q4: 48,268 shares 48,268 $390K 0.06% -2,924 Timeline PIZ 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: 8,165 shares 8,165 $389K 0.06% new Timeline HEZU 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: 7,856 shares; 2025Q2: 7,856 shares; 2025Q3: 8,430 shares; 2025Q4: 9,153 shares 9,153 $386K 0.06% +723 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: 11,369 shares; 2024Q4: 11,370 shares; 2025Q1: 10,806 shares; 2025Q2: 10,806 shares; 2025Q3: 10,807 shares; 2025Q4: 10,809 shares 10,809 $384K 0.06% +2 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,855 shares; 2025Q1: 2,874 shares; 2025Q2: 2,874 shares; 2025Q3: 2,852 shares; 2025Q4: 2,738 shares 2,738 $383K 0.06% -114 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,744 shares; 2024Q4: 12,744 shares; 2025Q1: 11,153 shares; 2025Q2: 11,153 shares; 2025Q3: 10,340 shares; 2025Q4: 7,580 shares 7,580 $379K 0.06% -2,760 Timeline DXJ 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: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 2,749 shares; 2025Q4: 2,945 shares 2,945 $377K 0.05% +196 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,445 shares; 2025Q1: 2,420 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 2,212 shares 2,212 $377K 0.05% -208 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares 160 $374K 0.05% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 6,879 shares; 2025Q1: 6,880 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares; 2025Q4: 6,581 shares 6,581 $373K 0.05% -299 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $373K 0.05% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,509 shares; 2025Q4: 1,123 shares 1,123 $373K 0.05% -386 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 13,657 shares; 2025Q2: 15,272 shares; 2025Q3: 22,940 shares; 2025Q4: 14,400 shares 14,400 $373K 0.05% -8,540 Timeline OKLO OKLO INC More: the full row for OKLO 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: 3,334 shares 3,334 $372K 0.05% new Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,834 shares; 2025Q1: 5,191 shares; 2025Q2: 5,191 shares; 2025Q3: 5,636 shares; 2025Q4: 7,453 shares 7,453 $370K 0.05% +1,817 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L 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: 21,434 shares; 2025Q2: 20,276 shares; 2025Q3: 20,276 shares; 2025Q4: 19,118 shares 19,118 $366K 0.05% -1,158 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,820 shares; 2025Q4: 7,289 shares 7,289 $365K 0.05% -2,531 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,520 shares; 2025Q4: 5,520 shares 5,520 $364K 0.05% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,283 shares; 2025Q1: 6,956 shares; 2025Q2: 6,956 shares; 2025Q3: 7,116 shares; 2025Q4: 7,341 shares 7,341 $358K 0.05% +225 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $356K 0.05% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,448 shares 24,448 $354K 0.05% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,389 shares; 2024Q4: 1,389 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,224 shares 1,224 $351K 0.05% -155 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC 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: 19,460 shares; 2025Q4: 18,348 shares 18,348 $351K 0.05% -1,112 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $348K 0.05% 0 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: 12,440 shares; 2024Q4: 12,002 shares; 2025Q1: 10,796 shares; 2025Q2: 10,796 shares; 2025Q3: 10,512 shares; 2025Q4: 6,869 shares 6,869 $347K 0.05% -3,643 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,437 shares; 2024Q4: 11,199 shares; 2025Q1: 10,459 shares; 2025Q2: 10,459 shares; 2025Q3: 9,691 shares; 2025Q4: 6,182 shares 6,182 $344K 0.05% -3,509 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 4,145 shares; 2025Q4: 4,145 shares 4,145 $344K 0.05% 0 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: 2,729 shares; 2025Q1: 2,885 shares; 2025Q2: 3,121 shares; 2025Q3: 2,666 shares; 2025Q4: 2,514 shares 2,514 $343K 0.05% -152 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,720 shares; 2024Q4: 18,790 shares; 2025Q1: 18,864 shares; 2025Q2: 18,864 shares; 2025Q3: 19,845 shares; 2025Q4: 17,596 shares 17,596 $341K 0.05% -2,249 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 6,154 shares; 2025Q1: 6,154 shares; 2025Q2: 6,154 shares; 2025Q3: 6,104 shares; 2025Q4: 5,935 shares 5,935 $338K 0.05% -169 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,657 shares; 2024Q4: 18,657 shares; 2025Q1: 16,641 shares; 2025Q2: 16,641 shares; 2025Q3: 15,966 shares; 2025Q4: 15,966 shares 15,966 $337K 0.05% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,136 shares; 2024Q4: 6,723 shares; 2025Q1: 6,763 shares; 2025Q2: 6,763 shares; 2025Q3: 3,824 shares; 2025Q4: 4,009 shares 4,009 $335K 0.05% +185 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 5,905 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 4,598 shares 4,598 $334K 0.05% -802 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: 6,628 shares; 2024Q4: 5,076 shares; 2025Q1: 4,736 shares; 2025Q2: 9,905 shares; 2025Q3: 9,231 shares; 2025Q4: 4,875 shares 4,875 $333K 0.05% -4,356 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 12,350 shares; 2025Q4: 20,593 shares 20,593 $332K 0.05% +8,243 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: 8,077 shares; 2025Q1: 8,077 shares; 2025Q2: 8,077 shares; 2025Q3: 7,424 shares; 2025Q4: 7,184 shares 7,184 $328K 0.05% -240 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: 3,265 shares; 2024Q4: 3,265 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 2,775 shares; 2025Q4: 2,550 shares 2,550 $327K 0.05% -225 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK 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: 19,160 shares 19,160 $326K 0.05% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 3,655 shares; 2025Q1: 3,655 shares; 2025Q2: 3,655 shares; 2025Q3: 3,310 shares; 2025Q4: 2,681 shares 2,681 $326K 0.05% -629 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares 515 $325K 0.05% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 797 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 769 shares 769 $325K 0.05% -29 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,016 shares; 2025Q1: 4,589 shares; 2025Q2: 4,870 shares; 2025Q3: 5,027 shares; 2025Q4: 2,864 shares 2,864 $324K 0.05% -2,163 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 3,385 shares; 2025Q1: 3,426 shares; 2025Q2: 3,426 shares; 2025Q3: 3,427 shares; 2025Q4: 3,379 shares 3,379 $320K 0.05% -48 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,547 shares; 2024Q4: 30,547 shares; 2025Q1: 29,447 shares; 2025Q2: 29,447 shares; 2025Q3: 28,447 shares; 2025Q4: 21,747 shares 21,747 $310K 0.05% -6,700 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares 2,310 $309K 0.05% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $306K 0.04% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,184 shares; 2025Q1: 2,185 shares; 2025Q2: 2,185 shares; 2025Q3: 2,198 shares; 2025Q4: 2,198 shares 2,198 $306K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: 3,160 shares; 2025Q2: 3,160 shares; 2025Q3: 3,160 shares; 2025Q4: 3,160 shares 3,160 $305K 0.04% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,563 shares; 2025Q1: 3,177 shares; 2025Q2: 3,177 shares; 2025Q3: 3,491 shares; 2025Q4: 3,491 shares 3,491 $305K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,591 shares; 2025Q4: 2,341 shares 2,341 $304K 0.04% +750 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,156 shares; 2025Q1: 24,197 shares; 2025Q2: 22,891 shares; 2025Q3: 22,891 shares; 2025Q4: 21,583 shares 21,583 $303K 0.04% -1,308 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: 4,252 shares; 2024Q4: 4,252 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,252 shares 4,252 $302K 0.04% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 3,672 shares; 2025Q3: 3,672 shares; 2025Q4: 3,672 shares 3,672 $296K 0.04% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 5,296 shares; 2025Q1: 4,836 shares; 2025Q2: 4,836 shares; 2025Q3: 5,413 shares; 2025Q4: 3,223 shares 3,223 $296K 0.04% -2,190 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: 2,627 shares; 2024Q4: 2,627 shares; 2025Q1: 2,627 shares; 2025Q2: 2,627 shares; 2025Q3: 2,623 shares; 2025Q4: 2,620 shares 2,620 $293K 0.04% -3 Timeline OGI ORGANIGRAM GLOBAL INC More: the full row for ORGANIGRAM GLOBAL 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: 149,216 shares; 2025Q4: 144,149 shares 144,149 $293K 0.04% -5,067 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares 1,425 $290K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 3,303 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: 3,051 shares; 2025Q4: 3,036 shares 3,036 $289K 0.04% -15 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 944 shares; 2025Q4: 944 shares 944 $288K 0.04% 0 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: 5,783 shares; 2024Q4: 5,783 shares; 2025Q1: 5,283 shares; 2025Q2: 5,283 shares; 2025Q3: 4,752 shares; 2025Q4: 4,595 shares 4,595 $285K 0.04% -157 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,320 shares; 2025Q4: 4,915 shares 4,915 $283K 0.04% -405 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 3,745 shares; 2025Q1: 3,745 shares; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 3,745 shares 3,745 $282K 0.04% 0 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: 1,991 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares 1,991 $279K 0.04% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,179 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,192 shares; 2025Q4: 1,193 shares 1,193 $274K 0.04% +1 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,337 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,359 shares; 2025Q4: 1,464 shares 1,464 $273K 0.04% +105 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 4,037 shares; 2025Q1: 4,037 shares; 2025Q2: 4,037 shares; 2025Q3: 4,037 shares; 2025Q4: 4,037 shares 4,037 $272K 0.04% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,211 shares; 2025Q4: 5,321 shares 5,321 $269K 0.04% +110 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,785 shares; 2024Q4: 5,785 shares; 2025Q1: 5,231 shares; 2025Q2: 5,231 shares; 2025Q3: 5,126 shares; 2025Q4: 4,088 shares 4,088 $255K 0.04% -1,038 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,732 shares; 2024Q4: 28,912 shares; 2025Q1: 29,100 shares; 2025Q2: 29,100 shares; 2025Q3: 29,302 shares; 2025Q4: 28,240 shares 28,240 $254K 0.04% -1,062 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $252K 0.04% 0 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: 16,340 shares; 2024Q4: 15,970 shares; 2025Q1: 15,324 shares; 2025Q2: 15,324 shares; 2025Q3: 12,965 shares; 2025Q4: 6,339 shares 6,339 $250K 0.04% -6,626 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares 939 $245K 0.04% 0 Timeline TFLR 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: 4,698 shares 4,698 $242K 0.04% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 8,457 shares; 2025Q1: 8,335 shares; 2025Q2: 8,335 shares; 2025Q3: 8,346 shares; 2025Q4: 5,591 shares 5,591 $239K 0.03% -2,755 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale 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: 3,648 shares 3,648 $236K 0.03% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,292 shares; 2025Q1: 2,294 shares; 2025Q2: 2,294 shares; 2025Q3: 2,225 shares; 2025Q4: 2,112 shares 2,112 $234K 0.03% -113 Timeline PETS PETMED EXPRESS INC More: the full row for PETMED EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,349 shares; 2024Q4: 135,251 shares; 2025Q1: 114,701 shares; 2025Q2: 114,701 shares; 2025Q3: 99,001 shares; 2025Q4: 93,060 shares 93,060 $234K 0.03% -5,941 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,295 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: not reported; 2025Q4: 1,566 shares 1,566 $233K 0.03% new Timeline UPGD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,665 shares; 2025Q1: 3,340 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares; 2025Q4: 3,040 shares 3,040 $228K 0.03% -300 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares 1,033 $227K 0.03% new Timeline MKTW MARKETWISE INC More: the full row for MARKETWISE 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: 14,999 shares; 2025Q3: 14,999 shares; 2025Q4: 14,999 shares 14,999 $225K 0.03% 0 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: 23,380 shares 23,380 $224K 0.03% new Timeline BFIX BUILD FUNDS TRUST More: the full row for BUILD FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,649 shares; 2024Q4: 15,899 shares; 2025Q1: 15,099 shares; 2025Q2: 15,099 shares; 2025Q3: 13,499 shares; 2025Q4: 8,807 shares 8,807 $223K 0.03% -4,692 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 10,200 shares; 2025Q4: 8,100 shares 8,100 $222K 0.03% -2,100 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,393 shares; 2024Q4: 73,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,757 shares 12,757 $219K 0.03% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,212 shares 1,212 $217K 0.03% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,103 shares; 2025Q4: 1,603 shares 1,603 $217K 0.03% -500 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT 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: 7,807 shares; 2025Q2: 8,666 shares; 2025Q3: 8,666 shares; 2025Q4: 6,231 shares 6,231 $217K 0.03% -2,435 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 7,561 shares; 2025Q1: 6,941 shares; 2025Q2: 6,941 shares; 2025Q3: 4,662 shares; 2025Q4: 4,242 shares 4,242 $214K 0.03% -420 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456,130 shares; 2024Q4: 433,730 shares; 2025Q1: 273,768 shares; 2025Q2: 136,050 shares; 2025Q3: 124,350 shares; 2025Q4: 91,400 shares 91,400 $214K 0.03% -32,950 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,999 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 1,999 shares; 2025Q4: 1,999 shares 1,999 $213K 0.03% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 2,662 shares; 2025Q1: 2,462 shares; 2025Q2: 2,462 shares; 2025Q3: 2,129 shares; 2025Q4: 1,593 shares 1,593 $213K 0.03% -536 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 4,561 shares; 2025Q1: 4,161 shares; 2025Q2: 4,161 shares; 2025Q3: 3,901 shares; 2025Q4: 2,501 shares 2,501 $209K 0.03% -1,400 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 5,456 shares; 2025Q1: 4,518 shares; 2025Q2: 4,518 shares; 2025Q3: 3,095 shares; 2025Q4: 2,760 shares 2,760 $208K 0.03% -335 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,163 shares 7,163 $208K 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,609 shares; 2025Q1: 3,609 shares; 2025Q2: 3,609 shares; 2025Q3: 3,466 shares; 2025Q4: 3,466 shares 3,466 $207K 0.03% 0 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: 544 shares; 2024Q4: 539 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: not reported; 2025Q4: 425 shares 425 $206K 0.03% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 4,180 shares; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 3,289 shares; 2025Q4: 1,482 shares 1,482 $205K 0.03% -1,807 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 4,089 shares; 2025Q1: 5,272 shares; 2025Q2: 5,272 shares; 2025Q3: 6,414 shares; 2025Q4: 4,180 shares 4,180 $205K 0.03% -2,234 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: 1,078 shares 1,078 $205K 0.03% -168 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 785 shares; 2025Q4: 785 shares 785 $205K 0.03% 0 Timeline CTMX CYTOMX THERAPEUTICS INC. More: the full row for CYTOMX THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,001 shares; 2024Q4: 382,529 shares; 2025Q1: 353,840 shares; 2025Q2: 312,850 shares; 2025Q3: 118,337 shares; 2025Q4: 45,763 shares 45,763 $195K 0.03% -72,574 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,925 shares; 2024Q4: 43,500 shares; 2025Q1: 48,875 shares; 2025Q2: 48,875 shares; 2025Q3: 46,925 shares; 2025Q4: 42,475 shares 42,475 $191K 0.03% -4,450 Timeline ARCT ARCTURUS THERAPEUTICS HLDGS More: the full row for ARCTURUS THERAPEUTICS HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 18,200 shares; 2025Q1: 14,700 shares; 2025Q2: 14,700 shares; 2025Q3: 10,300 shares; 2025Q4: 10,100 shares 10,100 $186K 0.03% -200 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,580 shares; 2024Q4: 24,545 shares; 2025Q1: 24,895 shares; 2025Q2: 24,895 shares; 2025Q3: 22,835 shares; 2025Q4: 15,975 shares 15,975 $179K 0.03% -6,860 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,009 shares; 2024Q4: 11,269 shares; 2025Q1: 11,496 shares; 2025Q2: 11,496 shares; 2025Q3: 10,687 shares; 2025Q4: 10,734 shares 10,734 $173K 0.03% +47 Timeline SONNET BIOTHERAPEUTC HLDNG I SONNET BIOTHERAPEUTC HLDNG I More: the full row for SONNET BIOTHERAPEUTC HLDNG 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: 37,185 shares 37,185 $170K 0.02% new KPLT KATAPULT HOLDINGS INC More: the full row for KATAPULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,007 shares; 2024Q4: 11,607 shares; 2025Q1: 11,056 shares; 2025Q2: 11,056 shares; 2025Q3: 11,006 shares; 2025Q4: 10,101 shares 10,101 $121K 0.02% -905 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 15,046 shares; 2025Q1: 15,046 shares; 2025Q2: 15,046 shares; 2025Q3: 14,296 shares; 2025Q4: 11,296 shares 11,296 $17.5K <0.01% -3,000 Timeline KPLTW KATAPULT HOLDINGS INC More: the full row for KATAPULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares; 2025Q4: 30,000 shares 30,000 $204 <0.01% -6,000 Timeline