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: 3,804 shares; 2024Q4: 4,303 shares; 2025Q1: 4,839,176 shares; 2025Q2: 4,702,188 shares; 2025Q3: 4,576,008 shares; 2025Q4: 4,426,061 shares 4,426,061 $1.35B 43.82% -149,947 Timeline PCG PG&E CORP More: the full row for PG&E 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: 20,739,894 shares; 2025Q2: 20,560,455 shares; 2025Q3: 20,052,912 shares; 2025Q4: 19,426,614 shares 19,426,614 $312M 10.11% -626,298 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,540,123 shares; 2025Q2: 4,424,325 shares; 2025Q3: 4,297,747 shares; 2025Q4: 4,041,390 shares 4,041,390 $280M 9.08% -256,357 Timeline VTI 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: 1,787 shares; 2024Q4: 2,539 shares; 2025Q1: 488,320 shares; 2025Q2: 150,330,714 shares; 2025Q3: 10,384 shares; 2025Q4: 481,663 shares 481,663 $161M 5.23% +471,279 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 937,085 shares; 2025Q2: 931,187 shares; 2025Q3: 915,107 shares; 2025Q4: 894,599 shares 894,599 $144M 4.66% -20,508 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,703,208 shares; 2025Q2: 64,764,324 shares; 2025Q3: 1,036,132 shares; 2025Q4: 2,626,353 shares 2,626,353 $68.9M 2.23% +1,590,221 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 301,926 shares; 2025Q2: 59,297,124 shares; 2025Q3: 320,178 shares; 2025Q4: 845,731 shares 845,731 $64.1M 2.08% +525,553 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443,997 shares; 2025Q2: 58,721,012 shares; 2025Q3: 469,065 shares; 2025Q4: 1,264,405 shares 1,264,405 $63.8M 2.07% +795,340 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,499,805 shares; 2025Q2: 1,485,533 shares; 2025Q3: 1,428,504 shares; 2025Q4: 1,424,072 shares 1,424,072 $34M 1.1% -4,432 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,225 shares; 2024Q4: 400,506 shares; 2025Q1: 421,576 shares; 2025Q2: 4,423,192 shares; 2025Q3: 346,385 shares; 2025Q4: 288,382 shares 288,382 $31.8M 1.03% -58,003 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 962,573 shares; 2025Q3: 592,346 shares; 2025Q4: 634,224 shares 634,224 $30M 0.97% +41,878 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,796 shares; 2024Q4: 158,817 shares; 2025Q1: 163,750 shares; 2025Q2: 186,656 shares; 2025Q3: 189,860 shares; 2025Q4: 192,925 shares 192,925 $19.7M 0.64% +3,065 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: 277,873 shares; 2024Q4: 319,085 shares; 2025Q1: 321,405 shares; 2025Q2: 317,587 shares; 2025Q3: 196,757 shares; 2025Q4: 206,046 shares 206,046 $18.4M 0.6% +9,289 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: 391,974 shares; 2024Q4: 420,613 shares; 2025Q1: 426,533 shares; 2025Q2: 437,625 shares; 2025Q3: 263,579 shares; 2025Q4: 271,827 shares 271,827 $18.3M 0.59% +8,248 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,828 shares; 2024Q4: 89,366 shares; 2025Q1: 89,777 shares; 2025Q2: 87,206 shares; 2025Q3: 86,220 shares; 2025Q4: 84,951 shares 84,951 $18M 0.58% -1,269 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,788 shares; 2024Q4: 51,546 shares; 2025Q1: 52,337 shares; 2025Q2: 55,266 shares; 2025Q3: 55,785 shares; 2025Q4: 56,956 shares 56,956 $17.2M 0.56% +1,171 Timeline ISCG 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: 319,116 shares; 2024Q4: 281,596 shares; 2025Q1: 285,753 shares; 2025Q2: 299,710 shares; 2025Q3: 301,538 shares; 2025Q4: 307,111 shares 307,111 $17M 0.55% +5,573 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,671 shares; 2024Q4: 162,579 shares; 2025Q1: 163,795 shares; 2025Q2: 172,189 shares; 2025Q3: 171,879 shares; 2025Q4: 171,421 shares 171,421 $16.8M 0.54% -458 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: 2,221 shares; 2024Q4: 2,395 shares; 2025Q1: 2,323 shares; 2025Q2: 9,858,304 shares; 2025Q3: 1,064 shares; 2025Q4: 21,349 shares 21,349 $14.6M 0.47% +20,285 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,154 shares; 2025Q2: 12,924,231 shares; 2025Q3: 123,733 shares; 2025Q4: 145,021 shares 145,021 $14.2M 0.46% +21,288 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,993 shares; 2024Q4: 182,245 shares; 2025Q1: 186,709 shares; 2025Q2: 175,445 shares; 2025Q3: 167,498 shares; 2025Q4: 173,727 shares 173,727 $13.2M 0.43% +6,229 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,395 shares; 2025Q1: 233,238 shares; 2025Q2: 11,901,177 shares; 2025Q3: 8,650 shares; 2025Q4: 208,692 shares 208,692 $13M 0.42% +200,042 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: 81,477 shares; 2024Q4: 76,589 shares; 2025Q1: 76,562 shares; 2025Q2: 62,196 shares; 2025Q3: 61,952 shares; 2025Q4: 60,442 shares 60,442 $11.5M 0.37% -1,510 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: 200,641 shares; 2024Q4: 179,983 shares; 2025Q1: 179,170 shares; 2025Q2: 142,821 shares; 2025Q3: 141,225 shares; 2025Q4: 141,488 shares 141,488 $9.82M 0.32% +263 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,483 shares; 2024Q4: 137,751 shares; 2025Q1: 139,140 shares; 2025Q2: 140,984 shares; 2025Q3: 54,654 shares; 2025Q4: 57,685 shares 57,685 $9.69M 0.31% +3,031 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252,704 shares; 2025Q2: 8,449,522 shares; 2025Q3: 126,646 shares; 2025Q4: 226,411 shares 226,411 $8.93M 0.29% +99,765 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 714,350 shares; 2025Q2: 701,423 shares; 2025Q3: 684,293 shares; 2025Q4: 664,766 shares 664,766 $8.83M 0.29% -19,527 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 2,715 shares; 2025Q1: 64,509 shares; 2025Q2: 7,981,687 shares; 2025Q3: 24,193 shares; 2025Q4: 61,497 shares 61,497 $8.83M 0.29% +37,304 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 18,183 shares; 2025Q1: 18,933 shares; 2025Q2: 18,242 shares; 2025Q3: 18,183 shares; 2025Q4: 17,282 shares 17,282 $8.43M 0.27% -901 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: 39,894 shares; 2024Q4: 40,637 shares; 2025Q1: 40,791 shares; 2025Q2: 119,055 shares; 2025Q3: 119,278 shares; 2025Q4: 118,867 shares 118,867 $8.26M 0.27% -411 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: 186,595 shares; 2024Q4: 193,866 shares; 2025Q1: 201,063 shares; 2025Q2: 207,117 shares; 2025Q3: 207,477 shares; 2025Q4: 204,794 shares 204,794 $7.85M 0.25% -2,683 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,882 shares; 2025Q2: 5,750,203 shares; 2025Q3: 92,223 shares; 2025Q4: 108,532 shares 108,532 $6.5M 0.21% +16,309 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,909 shares; 2024Q4: 113,127 shares; 2025Q1: 115,040 shares; 2025Q2: 117,457 shares; 2025Q3: 58,495 shares; 2025Q4: 62,323 shares 62,323 $6.39M 0.21% +3,828 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,685 shares; 2025Q2: 5,717,725 shares; 2025Q3: not reported; 2025Q4: 70,696 shares 70,696 $6.26M 0.2% new Timeline IXUS 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: 86,990 shares; 2025Q2: 5,562,220 shares; 2025Q3: 164,762 shares; 2025Q4: 70,518 shares 70,518 $5.97M 0.19% -94,244 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846,992 shares; 2024Q4: 790,269 shares; 2025Q1: 790,920 shares; 2025Q2: 85,462 shares; 2025Q3: 80,942 shares; 2025Q4: 131,855 shares 131,855 $5.65M 0.18% +50,913 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247,120 shares; 2025Q2: 188,705 shares; 2025Q3: 193,481 shares; 2025Q4: 171,607 shares 171,607 $5.59M 0.18% -21,874 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: 66,369 shares; 2024Q4: 75,880 shares; 2025Q1: 76,684 shares; 2025Q2: 76,477 shares; 2025Q3: 40,730 shares; 2025Q4: 43,534 shares 43,534 $5.29M 0.17% +2,804 Timeline BUFR 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: 208,849 shares; 2024Q4: 217,867 shares; 2025Q1: 223,252 shares; 2025Q2: 178,807 shares; 2025Q3: 177,616 shares; 2025Q4: 146,415 shares 146,415 $5.02M 0.16% -31,201 Timeline 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: 19,841 shares; 2024Q4: 21,187 shares; 2025Q1: 17,155 shares; 2025Q2: 18,273 shares; 2025Q3: 17,688 shares; 2025Q4: 17,731 shares 17,731 $4.82M 0.16% +43 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 17,550 shares; 2025Q1: 91,397 shares; 2025Q2: 3,377,749 shares; 2025Q3: 20,510 shares; 2025Q4: 94,475 shares 94,475 $4.4M 0.14% +73,965 Timeline BUFQ 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: 11,943 shares; 2024Q4: 12,308 shares; 2025Q1: 12,169 shares; 2025Q2: 83,655 shares; 2025Q3: 87,607 shares; 2025Q4: 121,597 shares 121,597 $4.36M 0.14% +33,990 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: 6,404 shares; 2024Q4: 7,296 shares; 2025Q1: 7,081 shares; 2025Q2: 6,514 shares; 2025Q3: 6,291 shares; 2025Q4: 6,355 shares 6,355 $4.35M 0.14% +64 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,071 shares; 2024Q4: 19,868 shares; 2025Q1: 15,154 shares; 2025Q2: 17,245 shares; 2025Q3: 20,037 shares; 2025Q4: 39,405 shares 39,405 $3.96M 0.13% +19,368 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,692 shares; 2024Q4: 31,305 shares; 2025Q1: 31,416 shares; 2025Q2: 30,468 shares; 2025Q3: 13,830 shares; 2025Q4: 15,754 shares 15,754 $3.94M 0.13% +1,924 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,940 shares; 2025Q2: 3,675,202 shares; 2025Q3: 55,973 shares; 2025Q4: 215,131 shares 215,131 $3.92M 0.13% +159,158 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: 30,258 shares; 2024Q4: 31,211 shares; 2025Q1: 28,591 shares; 2025Q2: 28,821 shares; 2025Q3: 19,161 shares; 2025Q4: 19,828 shares 19,828 $3.7M 0.12% +667 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: 9,428 shares; 2024Q4: 9,272 shares; 2025Q1: 9,181 shares; 2025Q2: 64,049 shares; 2025Q3: 64,080 shares; 2025Q4: 58,705 shares 58,705 $3.48M 0.11% -5,375 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: 28,102 shares; 2024Q4: 28,549 shares; 2025Q1: 31,625 shares; 2025Q2: 25,409 shares; 2025Q3: 25,949 shares; 2025Q4: 40,948 shares 40,948 $3.39M 0.11% +14,999 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,248 shares; 2025Q2: 3,304,750 shares; 2025Q3: not reported; 2025Q4: 62,073 shares 62,073 $3.34M 0.11% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,669 shares; 2025Q1: 3,686 shares; 2025Q2: 3,093,960 shares; 2025Q3: 172,007 shares; 2025Q4: 44,657 shares 44,657 $3.31M 0.11% -127,350 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: 3,209 shares; 2024Q4: 3,986 shares; 2025Q1: 18,830 shares; 2025Q2: 2,481,960 shares; 2025Q3: 5,606 shares; 2025Q4: 16,377 shares 16,377 $3.25M 0.11% +10,771 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,602 shares; 2024Q4: 128,299 shares; 2025Q1: 129,844 shares; 2025Q2: 130,204 shares; 2025Q3: 56,467 shares; 2025Q4: 62,212 shares 62,212 $3.25M 0.11% +5,745 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,636 shares; 2025Q1: 1,746 shares; 2025Q2: 13,523 shares; 2025Q3: 13,012 shares; 2025Q4: 10,318 shares 10,318 $3.11M 0.1% -2,694 Timeline EMB 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: 28,593 shares; 2025Q2: 2,689,700 shares; 2025Q3: not reported; 2025Q4: 30,386 shares 30,386 $2.93M 0.09% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,115 shares; 2025Q2: 2,657,493 shares; 2025Q3: not reported; 2025Q4: 29,801 shares 29,801 $2.9M 0.09% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,207 shares; 2025Q1: 3,222 shares; 2025Q2: 19,905 shares; 2025Q3: 20,127 shares; 2025Q4: 25,144 shares 25,144 $2.73M 0.09% +5,017 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: 15,985 shares; 2024Q4: 14,519 shares; 2025Q1: 15,996 shares; 2025Q2: 17,023 shares; 2025Q3: 17,550 shares; 2025Q4: 16,604 shares 16,604 $2.66M 0.09% -946 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,696 shares; 2025Q2: 2,017,693 shares; 2025Q3: 52,427 shares; 2025Q4: 57,123 shares 57,123 $2.63M 0.09% +4,696 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: 22,287 shares; 2024Q4: 24,345 shares; 2025Q1: 25,345 shares; 2025Q2: 25,190 shares; 2025Q3: 20,365 shares; 2025Q4: 20,856 shares 20,856 $2.51M 0.08% +491 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,375 shares 24,375 $2.4M 0.08% new 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: 5,723 shares; 2024Q4: 7,928 shares; 2025Q1: 6,168 shares; 2025Q2: 5,912 shares; 2025Q3: 4,666 shares; 2025Q4: 4,777 shares 4,777 $2.31M 0.07% +111 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: 20,070 shares; 2024Q4: 21,043 shares; 2025Q1: 16,552 shares; 2025Q2: 17,052 shares; 2025Q3: 9,431 shares; 2025Q4: 9,488 shares 9,488 $2.19M 0.07% +57 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: 7,314 shares; 2024Q4: 9,010 shares; 2025Q1: 8,330 shares; 2025Q2: 8,380 shares; 2025Q3: 6,565 shares; 2025Q4: 6,792 shares 6,792 $2.19M 0.07% +227 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176,577 shares; 2025Q3: 53,370 shares; 2025Q4: 57,711 shares 57,711 $2.18M 0.07% +4,341 Timeline BUFZ 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: 482,773 shares; 2024Q4: 507,517 shares; 2025Q1: 528,966 shares; 2025Q2: 74,993 shares; 2025Q3: 71,878 shares; 2025Q4: 72,213 shares 72,213 $1.92M 0.06% +335 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 4,738 shares; 2025Q1: 19,206 shares; 2025Q2: 1,412,774 shares; 2025Q3: 19,227 shares; 2025Q4: 19,029 shares 19,029 $1.9M 0.06% -198 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: 6,606 shares; 2024Q4: 6,889 shares; 2025Q1: 6,460 shares; 2025Q2: 6,584 shares; 2025Q3: 4,057 shares; 2025Q4: 4,049 shares 4,049 $1.82M 0.06% -8 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: 2,318 shares; 2024Q4: 2,750 shares; 2025Q1: 2,796 shares; 2025Q2: 3,013 shares; 2025Q3: 3,063 shares; 2025Q4: 3,535 shares 3,535 $1.78M 0.06% +472 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,899 shares; 2025Q2: 1,554,040 shares; 2025Q3: not reported; 2025Q4: 18,302 shares 18,302 $1.72M 0.06% new 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: not reported; 2024Q4: 2,471 shares; 2025Q1: 2,639 shares; 2025Q2: 2,482 shares; 2025Q3: 2,489 shares; 2025Q4: 2,624 shares 2,624 $1.65M 0.05% +135 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,297 shares; 2024Q4: 38,631 shares; 2025Q1: 45,844 shares; 2025Q2: 49,966 shares; 2025Q3: 47,790 shares; 2025Q4: 46,800 shares 46,800 $1.57M 0.05% -990 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,766 shares; 2024Q4: 6,835 shares; 2025Q1: 7,165 shares; 2025Q2: 8,912 shares; 2025Q3: 8,985 shares; 2025Q4: 9,617 shares 9,617 $1.44M 0.05% +632 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,692 shares; 2024Q4: 11,352 shares; 2025Q1: 8,692 shares; 2025Q2: 21,643 shares; 2025Q3: 8,692 shares; 2025Q4: 28,559 shares 28,559 $1.4M 0.05% +19,867 Timeline JUNM 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: 75,300 shares; 2024Q4: 80,390 shares; 2025Q1: 78,173 shares; 2025Q2: 39,716 shares; 2025Q3: 39,654 shares; 2025Q4: 39,834 shares 39,834 $1.36M 0.04% +180 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,235 shares; 2024Q4: 17,302 shares; 2025Q1: 17,064 shares; 2025Q2: 17,922 shares; 2025Q3: 17,938 shares; 2025Q4: 17,945 shares 17,945 $1.33M 0.04% +7 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: 3,401 shares; 2024Q4: 3,782 shares; 2025Q1: 3,818 shares; 2025Q2: 4,133 shares; 2025Q3: 4,215 shares; 2025Q4: 4,387 shares 4,387 $1.3M 0.04% +172 Timeline IFGL 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: 58,015 shares; 2025Q2: 1,227,033 shares; 2025Q3: not reported; 2025Q4: 55,673 shares 55,673 $1.29M 0.04% new 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: 8,942 shares; 2024Q4: 10,685 shares; 2025Q1: 10,253 shares; 2025Q2: 10,632 shares; 2025Q3: 8,130 shares; 2025Q4: 8,375 shares 8,375 $1.28M 0.04% +245 Timeline XLK 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: 19,084 shares; 2024Q4: 21,119 shares; 2025Q1: 21,223 shares; 2025Q2: 20,868 shares; 2025Q3: 3,831 shares; 2025Q4: 8,830 shares 8,830 $1.27M 0.04% +4,999 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: 4,436 shares; 2024Q4: 4,841 shares; 2025Q1: 5,046 shares; 2025Q2: 5,251 shares; 2025Q3: 5,320 shares; 2025Q4: 5,504 shares 5,504 $1.26M 0.04% +184 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: 8,372 shares; 2024Q4: 10,398 shares; 2025Q1: 10,604 shares; 2025Q2: 10,617 shares; 2025Q3: 8,573 shares; 2025Q4: 8,715 shares 8,715 $1.25M 0.04% +142 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 11,480 shares; 2025Q1: 13,340 shares; 2025Q2: 15,917 shares; 2025Q3: 19,802 shares; 2025Q4: 20,287 shares 20,287 $1.23M 0.04% +485 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 9,770 shares; 2025Q1: 5,385 shares; 2025Q2: 5,292 shares; 2025Q3: 7,666 shares; 2025Q4: 6,790 shares 6,790 $1.23M 0.04% -876 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 6,254 shares; 2025Q1: 6,753 shares; 2025Q2: 8,390 shares; 2025Q3: 19,236 shares; 2025Q4: 20,734 shares 20,734 $1.22M 0.04% +1,498 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: 4,707 shares; 2024Q4: 5,653 shares; 2025Q1: 5,767 shares; 2025Q2: 6,044 shares; 2025Q3: 5,904 shares; 2025Q4: 5,889 shares 5,889 $1.22M 0.04% -15 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 9,365 shares; 2025Q1: 9,478 shares; 2025Q2: 8,813 shares; 2025Q3: 6,297 shares; 2025Q4: 6,540 shares 6,540 $1.21M 0.04% +243 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,744 shares; 2025Q2: 15,835 shares; 2025Q3: 16,034 shares; 2025Q4: 17,220 shares 17,220 $1.19M 0.04% +1,186 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: 6,691 shares; 2024Q4: 7,877 shares; 2025Q1: 9,941 shares; 2025Q2: 9,747 shares; 2025Q3: 9,276 shares; 2025Q4: 9,460 shares 9,460 $1.17M 0.04% +184 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,883 shares; 2025Q3: 7,097 shares; 2025Q4: 10,157 shares 10,157 $1.16M 0.04% +3,060 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: 18,154 shares; 2024Q4: 21,996 shares; 2025Q1: 22,324 shares; 2025Q2: 20,166 shares; 2025Q3: 15,577 shares; 2025Q4: 16,231 shares 16,231 $1.13M 0.04% +654 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: 11,949 shares; 2024Q4: 9,622 shares; 2025Q1: 9,542 shares; 2025Q2: 9,961 shares; 2025Q3: 9,927 shares; 2025Q4: 10,099 shares 10,099 $1.13M 0.04% +172 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: 31,432 shares; 2024Q4: 37,925 shares; 2025Q1: 36,267 shares; 2025Q2: 35,411 shares; 2025Q3: 25,973 shares; 2025Q4: 26,813 shares 26,813 $1.09M 0.04% +840 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,933 shares; 2025Q1: 3,928 shares; 2025Q2: 4,768 shares; 2025Q3: 4,011 shares; 2025Q4: 5,010 shares 5,010 $1.06M 0.03% +999 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP 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: 38,934 shares; 2025Q3: 40,310 shares; 2025Q4: 43,974 shares 43,974 $1.05M 0.03% +3,664 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,896 shares; 2025Q1: not reported; 2025Q2: 14,085 shares; 2025Q3: not reported; 2025Q4: 18,688 shares 18,688 $1.02M 0.03% new Timeline IWV 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: 3,097 shares; 2025Q2: 988,203 shares; 2025Q3: not reported; 2025Q4: 2,606 shares 2,606 $1.01M 0.03% new 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: 2,107 shares; 2024Q4: 2,681 shares; 2025Q1: 2,177 shares; 2025Q2: 2,115 shares; 2025Q3: 1,405 shares; 2025Q4: 1,506 shares 1,506 $994K 0.03% +101 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,706 shares; 2025Q1: 9,977 shares; 2025Q2: 14,613 shares; 2025Q3: 14,393 shares; 2025Q4: 19,347 shares 19,347 $990K 0.03% +4,954 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,424 shares; 2024Q4: 12,880 shares; 2025Q1: 11,333 shares; 2025Q2: 17,388 shares; 2025Q3: 14,824 shares; 2025Q4: 13,720 shares 13,720 $980K 0.03% -1,104 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,742 shares; 2025Q3: 8,778 shares; 2025Q4: 12,111 shares 12,111 $972K 0.03% +3,333 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: 2,840 shares; 2024Q4: 4,446 shares; 2025Q1: 5,119 shares; 2025Q2: 4,943 shares; 2025Q3: 3,219 shares; 2025Q4: 3,066 shares 3,066 $960K 0.03% -153 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,103 shares; 2025Q1: 27,769 shares; 2025Q2: 26,635 shares; 2025Q3: 28,841 shares; 2025Q4: 31,626 shares 31,626 $951K 0.03% +2,785 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: 2,282 shares; 2024Q4: 2,509 shares; 2025Q1: 2,722 shares; 2025Q2: 3,021 shares; 2025Q3: 3,101 shares; 2025Q4: 3,304 shares 3,304 $943K 0.03% +203 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,908 shares 24,908 $942K 0.03% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 5,769 shares; 2025Q1: 6,123 shares; 2025Q2: 7,522 shares; 2025Q3: 7,615 shares; 2025Q4: 8,187 shares 8,187 $942K 0.03% +572 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,035 shares; 2024Q4: 38,125 shares; 2025Q1: 40,241 shares; 2025Q2: 49,223 shares; 2025Q3: 44,957 shares; 2025Q4: 53,792 shares 53,792 $940K 0.03% +8,835 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 6,837 shares; 2025Q1: 7,185 shares; 2025Q2: 8,641 shares; 2025Q3: 8,164 shares; 2025Q4: 8,776 shares 8,776 $936K 0.03% +612 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 3,049 shares; 2025Q1: 3,221 shares; 2025Q2: 3,948 shares; 2025Q3: 4,000 shares; 2025Q4: 4,296 shares 4,296 $920K 0.03% +296 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 1,386 shares; 2025Q3: 2,574 shares; 2025Q4: 2,655 shares 2,655 $911K 0.03% +81 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,770 shares; 2025Q3: 15,495 shares; 2025Q4: 17,628 shares 17,628 $909K 0.03% +2,133 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,877 shares; 2024Q4: 19,905 shares; 2025Q1: 21,194 shares; 2025Q2: 26,019 shares; 2025Q3: 26,279 shares; 2025Q4: 28,420 shares 28,420 $892K 0.03% +2,141 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,983 shares; 2025Q1: 4,238 shares; 2025Q2: 5,206 shares; 2025Q3: 5,256 shares; 2025Q4: 5,696 shares 5,696 $867K 0.03% +440 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,183 shares; 2024Q4: 71,533 shares; 2025Q1: 64,883 shares; 2025Q2: 80,677 shares; 2025Q3: 77,403 shares; 2025Q4: 88,920 shares 88,920 $860K 0.03% +11,517 Timeline TRS TRIMAS CORP More: the full row for TRIMAS 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: 21,557 shares; 2025Q3: 22,172 shares; 2025Q4: 24,059 shares 24,059 $853K 0.03% +1,887 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,547 shares; 2024Q4: 121,090 shares; 2025Q1: 125,060 shares; 2025Q2: 14,912 shares; 2025Q3: 14,835 shares; 2025Q4: 14,903 shares 14,903 $845K 0.03% +68 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 2,380 shares; 2025Q4: 3,307 shares 3,307 $836K 0.03% +927 Timeline FTMN PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,219 shares 94,219 $833K 0.03% new Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,791 shares; 2025Q4: 12,973 shares 12,973 $824K 0.03% +1,182 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,645 shares; 2025Q3: 7,047 shares; 2025Q4: 10,008 shares 10,008 $824K 0.03% +2,961 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,991 shares; 2025Q2: not reported; 2025Q3: 13,815 shares; 2025Q4: 15,491 shares 15,491 $820K 0.03% +1,676 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 5,575 shares; 2025Q1: 5,889 shares; 2025Q2: 7,259 shares; 2025Q3: 7,343 shares; 2025Q4: 7,702 shares 7,702 $817K 0.03% +359 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: 30,445 shares; 2024Q4: 46,349 shares; 2025Q1: 45,213 shares; 2025Q2: 45,063 shares; 2025Q3: 32,888 shares; 2025Q4: 32,610 shares 32,610 $812K 0.03% -278 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: 7,552 shares; 2024Q4: 9,334 shares; 2025Q1: 9,500 shares; 2025Q2: 10,051 shares; 2025Q3: 10,011 shares; 2025Q4: 10,534 shares 10,534 $811K 0.03% +523 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,794 shares; 2025Q3: 7,405 shares; 2025Q4: 10,715 shares 10,715 $804K 0.03% +3,310 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: 64,507 shares; 2024Q4: 67,069 shares; 2025Q1: 67,964 shares; 2025Q2: 34,603 shares; 2025Q3: 31,279 shares; 2025Q4: 32,264 shares 32,264 $801K 0.03% +985 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,167 shares; 2024Q4: 47,191 shares; 2025Q1: 50,607 shares; 2025Q2: 61,584 shares; 2025Q3: 62,732 shares; 2025Q4: 67,617 shares 67,617 $790K 0.03% +4,885 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: 6,839 shares; 2024Q4: 10,339 shares; 2025Q1: 10,719 shares; 2025Q2: 11,848 shares; 2025Q3: 7,783 shares; 2025Q4: 7,357 shares 7,357 $774K 0.03% -426 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,470 shares; 2025Q2: not reported; 2025Q3: 12,171 shares; 2025Q4: 13,625 shares 13,625 $762K 0.02% +1,454 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: 1,747 shares; 2024Q4: 2,106 shares; 2025Q1: 2,126 shares; 2025Q2: 2,280 shares; 2025Q3: 2,331 shares; 2025Q4: 2,460 shares 2,460 $758K 0.02% +129 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,985 shares; 2025Q1: 7,109 shares; 2025Q2: 7,372 shares; 2025Q3: 7,513 shares; 2025Q4: 7,916 shares 7,916 $755K 0.02% +403 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,758 shares; 2025Q1: 3,777 shares; 2025Q2: 3,801 shares; 2025Q3: 4,887 shares; 2025Q4: 4,973 shares 4,973 $739K 0.02% +86 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 3,025 shares; 2025Q1: 3,182 shares; 2025Q2: 3,905 shares; 2025Q3: 3,957 shares; 2025Q4: 4,249 shares 4,249 $721K 0.02% +292 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,625 shares; 2025Q1: 2,799 shares; 2025Q2: 3,420 shares; 2025Q3: 3,436 shares; 2025Q4: 3,701 shares 3,701 $714K 0.02% +265 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: 7,387 shares; 2024Q4: 11,733 shares; 2025Q1: 11,694 shares; 2025Q2: 11,985 shares; 2025Q3: 12,264 shares; 2025Q4: 12,847 shares 12,847 $707K 0.02% +583 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,661 shares; 2025Q3: 2,716 shares; 2025Q4: 2,908 shares 2,908 $705K 0.02% +192 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: 13,230 shares; 2024Q4: 13,220 shares; 2025Q1: 13,196 shares; 2025Q2: 12,638 shares; 2025Q3: 7,550 shares; 2025Q4: 7,484 shares 7,484 $698K 0.02% -66 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 8,496 shares; 2025Q1: 9,028 shares; 2025Q2: 11,054 shares; 2025Q3: 11,081 shares; 2025Q4: 12,073 shares 12,073 $693K 0.02% +992 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3,398 shares; 2025Q1: 3,393 shares; 2025Q2: 2,743 shares; 2025Q3: 2,610 shares; 2025Q4: 2,617 shares 2,617 $687K 0.02% +7 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: 7,811 shares; 2024Q4: 7,811 shares; 2025Q1: 7,665 shares; 2025Q2: 7,665 shares; 2025Q3: 7,665 shares; 2025Q4: 7,665 shares 7,665 $680K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 3,182 shares; 2025Q1: 3,253 shares; 2025Q2: 3,477 shares; 2025Q3: 3,588 shares; 2025Q4: 3,806 shares 3,806 $676K 0.02% +218 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 12,183 shares; 2025Q1: 12,965 shares; 2025Q2: 15,825 shares; 2025Q3: 16,105 shares; 2025Q4: 17,338 shares 17,338 $666K 0.02% +1,233 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,206 shares; 2024Q4: 10,955 shares; 2025Q1: 11,525 shares; 2025Q2: 14,102 shares; 2025Q3: 14,325 shares; 2025Q4: 15,089 shares 15,089 $665K 0.02% +764 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,491 shares; 2024Q4: 25,638 shares; 2025Q1: 26,943 shares; 2025Q2: 33,026 shares; 2025Q3: 33,404 shares; 2025Q4: 35,945 shares 35,945 $662K 0.02% +2,541 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 15,740 shares; 2025Q1: 17,756 shares; 2025Q2: 22,893 shares; 2025Q3: 23,052 shares; 2025Q4: 25,089 shares 25,089 $662K 0.02% +2,037 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,477 shares; 2024Q4: 24,375 shares; 2025Q1: 25,902 shares; 2025Q2: 31,658 shares; 2025Q3: 32,305 shares; 2025Q4: 34,862 shares 34,862 $660K 0.02% +2,557 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,436 shares; 2025Q3: 8,191 shares; 2025Q4: 9,899 shares 9,899 $658K 0.02% +1,708 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,306 shares; 2025Q3: 15,786 shares; 2025Q4: 17,185 shares 17,185 $639K 0.02% +1,399 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: 3,519 shares; 2024Q4: 4,461 shares; 2025Q1: 4,496 shares; 2025Q2: 4,746 shares; 2025Q3: 4,786 shares; 2025Q4: 5,021 shares 5,021 $629K 0.02% +235 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,688 shares; 2025Q1: 21,445 shares; 2025Q2: 21,627 shares; 2025Q3: 21,777 shares; 2025Q4: 26,052 shares 26,052 $626K 0.02% +4,275 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 29,943 shares; 2025Q1: 33,176 shares; 2025Q2: 29,889 shares; 2025Q3: 19,653 shares; 2025Q4: 21,295 shares 21,295 $606K 0.02% +1,642 Timeline GAPR 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: 15,409 shares; 2024Q4: 15,409 shares; 2025Q1: 15,409 shares; 2025Q2: 14,670 shares; 2025Q3: 14,670 shares; 2025Q4: 15,165 shares 15,165 $606K 0.02% +495 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,536 shares; 2025Q4: 7,560 shares 7,560 $600K 0.02% +24 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 8,201 shares; 2025Q1: 6,033 shares; 2025Q2: 7,516 shares; 2025Q3: 7,647 shares; 2025Q4: 8,225 shares 8,225 $596K 0.02% +578 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,159 shares; 2025Q2: 6,506 shares; 2025Q3: 7,334 shares; 2025Q4: 10,495 shares 10,495 $596K 0.02% +3,161 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: 3,053 shares; 2024Q4: 3,532 shares; 2025Q1: 3,622 shares; 2025Q2: 3,871 shares; 2025Q3: 3,471 shares; 2025Q4: 3,707 shares 3,707 $595K 0.02% +236 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 5,346 shares; 2025Q1: 5,651 shares; 2025Q2: 6,895 shares; 2025Q3: 7,010 shares; 2025Q4: 7,542 shares 7,542 $583K 0.02% +532 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,896 shares; 2025Q1: 21,941 shares; 2025Q2: 21,848 shares; 2025Q3: 21,983 shares; 2025Q4: 21,519 shares 21,519 $579K 0.02% -464 Timeline ANGO ANGIODYNAMICS INC More: the full row for ANGIODYNAMICS 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: 40,832 shares; 2025Q4: 44,899 shares 44,899 $577K 0.02% +4,067 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,970 shares; 2025Q1: 2,051 shares; 2025Q2: 2,153 shares; 2025Q3: 2,181 shares; 2025Q4: 2,253 shares 2,253 $571K 0.02% +72 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,819 shares; 2025Q1: 25,234 shares; 2025Q2: 23,480 shares; 2025Q3: 23,523 shares; 2025Q4: 24,017 shares 24,017 $568K 0.02% +494 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,215 shares; 2024Q4: 16,986 shares; 2025Q1: 18,107 shares; 2025Q2: 21,899 shares; 2025Q3: 22,166 shares; 2025Q4: 23,918 shares 23,918 $568K 0.02% +1,752 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,487 shares; 2024Q4: 19,810 shares; 2025Q1: 21,093 shares; 2025Q2: 40,431 shares; 2025Q3: 41,386 shares; 2025Q4: 45,268 shares 45,268 $563K 0.02% +3,882 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE 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: 984 shares; 2025Q2: 1,381 shares; 2025Q3: 1,363 shares; 2025Q4: 1,429 shares 1,429 $562K 0.02% +66 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: 6,473 shares; 2024Q4: 7,007 shares; 2025Q1: 7,385 shares; 2025Q2: 7,760 shares; 2025Q3: 7,943 shares; 2025Q4: 8,285 shares 8,285 $558K 0.02% +342 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 4,165 shares; 2025Q1: 4,294 shares; 2025Q2: 4,580 shares; 2025Q3: 4,554 shares; 2025Q4: 4,840 shares 4,840 $546K 0.02% +286 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: 8,507 shares; 2024Q4: 9,116 shares; 2025Q1: 9,178 shares; 2025Q2: 9,479 shares; 2025Q3: 9,820 shares; 2025Q4: 10,075 shares 10,075 $538K 0.02% +255 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: 842 shares; 2024Q4: 1,007 shares; 2025Q1: 1,010 shares; 2025Q2: 1,096 shares; 2025Q3: 962 shares; 2025Q4: 1,027 shares 1,027 $537K 0.02% +65 Timeline GMAR 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: 12,883 shares; 2024Q4: 12,733 shares; 2025Q1: 13,063 shares; 2025Q2: 13,063 shares; 2025Q3: 13,062 shares; 2025Q4: 12,977 shares 12,977 $531K 0.02% -85 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 3,330 shares; 2025Q1: 3,447 shares; 2025Q2: 3,717 shares; 2025Q3: 3,835 shares; 2025Q4: 4,116 shares 4,116 $531K 0.02% +281 Timeline GJUN 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: 13,138 shares; 2024Q4: 13,138 shares; 2025Q1: 13,138 shares; 2025Q2: 13,405 shares; 2025Q3: 13,405 shares; 2025Q4: 13,405 shares 13,405 $531K 0.02% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,607 shares; 2024Q4: 134,476 shares; 2025Q1: 51,309 shares; 2025Q2: 62,682 shares; 2025Q3: 63,202 shares; 2025Q4: 68,130 shares 68,130 $529K 0.02% +4,928 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: 4,950 shares; 2024Q4: 6,956 shares; 2025Q1: 7,149 shares; 2025Q2: 7,837 shares; 2025Q3: 5,564 shares; 2025Q4: 5,258 shares 5,258 $522K 0.02% -306 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,178 shares; 2025Q1: 8,178 shares; 2025Q2: 8,178 shares; 2025Q3: 8,178 shares; 2025Q4: 15,855 shares 15,855 $521K 0.02% +7,677 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: 6,621 shares; 2024Q4: 5,973 shares; 2025Q1: 4,856 shares; 2025Q2: 5,116 shares; 2025Q3: 4,415 shares; 2025Q4: 4,496 shares 4,496 $512K 0.02% +81 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,536 shares; 2025Q1: 1,611 shares; 2025Q2: 2,049 shares; 2025Q3: 2,054 shares; 2025Q4: 2,198 shares 2,198 $511K 0.02% +144 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,059 shares; 2024Q4: 17,386 shares; 2025Q1: 17,911 shares; 2025Q2: 17,836 shares; 2025Q3: 8,730 shares; 2025Q4: 8,735 shares 8,735 $510K 0.02% +5 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,711 shares; 2025Q3: 5,711 shares; 2025Q4: 12,779 shares 12,779 $508K 0.02% +7,068 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,696 shares; 2025Q4: 6,767 shares 6,767 $507K 0.02% +2,071 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 4,391 shares; 2025Q1: 4,728 shares; 2025Q2: 5,775 shares; 2025Q3: 5,870 shares; 2025Q4: 6,322 shares 6,322 $506K 0.02% +452 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,940 shares; 2025Q4: 18,797 shares 18,797 $502K 0.02% +6,857 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,498 shares; 2024Q4: 14,844 shares; 2025Q1: 15,422 shares; 2025Q2: 16,684 shares; 2025Q3: 17,210 shares; 2025Q4: 18,492 shares 18,492 $501K 0.02% +1,282 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,465 shares; 2025Q4: 26,310 shares 26,310 $500K 0.02% +9,845 Timeline PRAA PRA GROUP INC More: the full row for PRA 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: 25,734 shares; 2025Q4: 28,237 shares 28,237 $500K 0.02% +2,503 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: 4,140 shares; 2024Q4: 5,735 shares; 2025Q1: 5,918 shares; 2025Q2: 5,796 shares; 2025Q3: 3,503 shares; 2025Q4: 3,478 shares 3,478 $499K 0.02% -25 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 9,654 shares; 2025Q1: 13,488 shares; 2025Q2: 17,103 shares; 2025Q3: 17,103 shares; 2025Q4: 17,103 shares 17,103 $497K 0.02% 0 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,702 shares; 2025Q4: 12,808 shares 12,808 $496K 0.02% -14,894 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,296 shares; 2025Q1: 2,515 shares; 2025Q2: 4,751 shares; 2025Q3: 4,385 shares; 2025Q4: 3,861 shares 3,861 $493K 0.02% -524 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,909 shares; 2024Q4: 60,014 shares; 2025Q1: 63,852 shares; 2025Q2: 68,714 shares; 2025Q3: 34,116 shares; 2025Q4: 34,110 shares 34,110 $489K 0.02% -6 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,486 shares; 2025Q3: 12,301 shares; 2025Q4: 12,630 shares 12,630 $487K 0.02% +329 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,338 shares; 2025Q1: not reported; 2025Q2: 20,234 shares; 2025Q3: 17,245 shares; 2025Q4: 18,575 shares 18,575 $487K 0.02% +1,330 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: not reported; 2025Q1: 4,444 shares; 2025Q2: 469,255 shares; 2025Q3: 4,345 shares; 2025Q4: 4,345 shares 4,345 $479K 0.02% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,899 shares; 2024Q4: 25,071 shares; 2025Q1: 26,011 shares; 2025Q2: 24,573 shares; 2025Q3: 13,134 shares; 2025Q4: 13,180 shares 13,180 $478K 0.02% +46 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: 2,586 shares; 2024Q4: 3,121 shares; 2025Q1: 3,211 shares; 2025Q2: 3,443 shares; 2025Q3: 3,350 shares; 2025Q4: 3,586 shares 3,586 $476K 0.02% +236 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,423 shares; 2025Q4: 14,272 shares 14,272 $475K 0.02% +849 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 10,022 shares; 2025Q1: 10,912 shares; 2025Q2: 13,862 shares; 2025Q3: 13,991 shares; 2025Q4: 15,045 shares 15,045 $473K 0.02% +1,054 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: 6,853 shares; 2024Q4: 6,505 shares; 2025Q1: 6,427 shares; 2025Q2: 6,403 shares; 2025Q3: 1,428 shares; 2025Q4: 1,502 shares 1,502 $471K 0.02% +74 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,837 shares; 2024Q4: 28,728 shares; 2025Q1: 28,558 shares; 2025Q2: 24,307 shares; 2025Q3: 12,512 shares; 2025Q4: 12,554 shares 12,554 $470K 0.02% +42 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,041 shares; 2025Q1: 1,205 shares; 2025Q2: 1,246 shares; 2025Q3: 1,267 shares; 2025Q4: 1,326 shares 1,326 $468K 0.02% +59 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 4,755 shares; 2025Q1: 4,945 shares; 2025Q2: 4,686 shares; 2025Q3: 2,263 shares; 2025Q4: 2,282 shares 2,282 $463K 0.02% +19 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,673 shares; 2024Q4: 13,309 shares; 2025Q1: 13,033 shares; 2025Q2: 12,164 shares; 2025Q3: 6,445 shares; 2025Q4: 6,291 shares 6,291 $462K 0.01% -154 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: 9,873 shares; 2024Q4: 13,006 shares; 2025Q1: 13,403 shares; 2025Q2: 11,044 shares; 2025Q3: 5,978 shares; 2025Q4: 5,932 shares 5,932 $459K 0.01% -46 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 5,627 shares; 2025Q1: 6,043 shares; 2025Q2: 7,434 shares; 2025Q3: 7,341 shares; 2025Q4: 8,088 shares 8,088 $456K 0.01% +747 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: 717 shares; 2024Q4: 876 shares; 2025Q1: 873 shares; 2025Q2: 1,366 shares; 2025Q3: 1,455 shares; 2025Q4: 1,362 shares 1,362 $450K 0.01% -93 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,523 shares; 2025Q1: 1,567 shares; 2025Q2: 1,522 shares; 2025Q3: 1,423 shares; 2025Q4: 1,388 shares 1,388 $448K 0.01% -35 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,836 shares; 2024Q4: 26,911 shares; 2025Q1: 27,964 shares; 2025Q2: 31,342 shares; 2025Q3: 16,378 shares; 2025Q4: 16,036 shares 16,036 $448K 0.01% -342 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 5,821 shares; 2025Q1: 6,168 shares; 2025Q2: 7,558 shares; 2025Q3: 7,662 shares; 2025Q4: 8,268 shares 8,268 $446K 0.01% +606 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: 16,119 shares; 2024Q4: 17,524 shares; 2025Q1: 17,984 shares; 2025Q2: 17,474 shares; 2025Q3: 9,281 shares; 2025Q4: 9,060 shares 9,060 $446K 0.01% -221 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,718 shares; 2025Q1: 1,778 shares; 2025Q2: 1,937 shares; 2025Q3: 1,989 shares; 2025Q4: 2,136 shares 2,136 $439K 0.01% +147 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: 2,362 shares; 2024Q4: 2,599 shares; 2025Q1: 2,545 shares; 2025Q2: 2,490 shares; 2025Q3: 2,240 shares; 2025Q4: 2,244 shares 2,244 $438K 0.01% +4 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,082 shares; 2025Q1: 4,947 shares; 2025Q2: 6,077 shares; 2025Q3: 6,044 shares; 2025Q4: 6,625 shares 6,625 $436K 0.01% +581 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 4,509 shares; 2025Q1: 4,630 shares; 2025Q2: 4,461 shares; 2025Q3: 2,331 shares; 2025Q4: 2,337 shares 2,337 $433K 0.01% +6 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 22,105 shares; 2025Q3: 11,624 shares; 2025Q4: 11,678 shares 11,678 $429K 0.01% +54 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,372 shares; 2025Q4: 5,258 shares 5,258 $425K 0.01% -114 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,169 shares; 2024Q4: 54,118 shares; 2025Q1: 65,163 shares; 2025Q2: 80,133 shares; 2025Q3: 81,736 shares; 2025Q4: 87,034 shares 87,034 $421K 0.01% +5,298 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 6,375 shares; 2025Q1: 6,576 shares; 2025Q2: 8,041 shares; 2025Q3: 4,520 shares; 2025Q4: 4,279 shares 4,279 $418K 0.01% -241 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,506 shares; 2024Q4: 9,606 shares; 2025Q1: 10,686 shares; 2025Q2: 12,865 shares; 2025Q3: 7,340 shares; 2025Q4: 6,962 shares 6,962 $418K 0.01% -378 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,692 shares; 2025Q3: 4,061 shares; 2025Q4: 4,105 shares 4,105 $414K 0.01% +44 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 602 shares; 2025Q1: 969 shares; 2025Q2: 869 shares; 2025Q3: 500 shares; 2025Q4: 504 shares 504 $413K 0.01% +4 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,355 shares; 2025Q4: 16,004 shares 16,004 $405K 0.01% +1,649 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: 1,912 shares; 2024Q4: 2,692 shares; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 1,838 shares; 2025Q4: 1,890 shares 1,890 $405K 0.01% +52 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 5,484 shares; 2025Q1: 6,154 shares; 2025Q2: 7,550 shares; 2025Q3: 7,192 shares; 2025Q4: 8,252 shares 8,252 $404K 0.01% +1,060 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,526 shares; 2024Q4: 14,793 shares; 2025Q1: 15,572 shares; 2025Q2: 18,942 shares; 2025Q3: 19,249 shares; 2025Q4: 20,432 shares 20,432 $404K 0.01% +1,183 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: 2,697 shares; 2024Q4: 2,227 shares; 2025Q1: 2,161 shares; 2025Q2: 2,054 shares; 2025Q3: 2,047 shares; 2025Q4: 2,072 shares 2,072 $404K 0.01% +25 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,064 shares; 2024Q4: 9,397 shares; 2025Q1: 10,105 shares; 2025Q2: 12,371 shares; 2025Q3: 10,538 shares; 2025Q4: 13,332 shares 13,332 $400K 0.01% +2,794 Timeline AGGY 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: 5,752 shares; 2025Q4: 9,077 shares 9,077 $400K 0.01% +3,325 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: 2,218 shares; 2024Q4: 2,847 shares; 2025Q1: 2,893 shares; 2025Q2: 2,867 shares; 2025Q3: 2,935 shares; 2025Q4: 3,136 shares 3,136 $400K 0.01% +201 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 13,749 shares; 2025Q1: 14,195 shares; 2025Q2: 13,385 shares; 2025Q3: 7,827 shares; 2025Q4: 7,313 shares 7,313 $399K 0.01% -514 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: 2,529 shares; 2024Q4: 2,647 shares; 2025Q1: 2,951 shares; 2025Q2: 3,150 shares; 2025Q3: 3,132 shares; 2025Q4: 3,238 shares 3,238 $398K 0.01% +106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,548 shares; 2025Q3: 5,633 shares; 2025Q4: 5,385 shares 5,385 $396K 0.01% -248 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,697 shares; 2025Q4: 5,109 shares 5,109 $393K 0.01% +1,412 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,624 shares; 2025Q4: 5,444 shares 5,444 $392K 0.01% -180 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,266 shares; 2025Q1: 1,474 shares; 2025Q2: 1,604 shares; 2025Q3: 1,647 shares; 2025Q4: 1,759 shares 1,759 $392K 0.01% +112 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: 564 shares; 2024Q4: 942 shares; 2025Q1: 916 shares; 2025Q2: 947 shares; 2025Q3: 617 shares; 2025Q4: 625 shares 625 $384K 0.01% +8 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $380K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: 2,258 shares; 2025Q2: 2,462 shares; 2025Q3: 2,530 shares; 2025Q4: 2,713 shares 2,713 $379K 0.01% +183 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: 587 shares; 2024Q4: 716 shares; 2025Q1: 790 shares; 2025Q2: 792 shares; 2025Q3: 676 shares; 2025Q4: 643 shares 643 $368K 0.01% -33 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,599 shares; 2024Q4: 17,669 shares; 2025Q1: 19,606 shares; 2025Q2: 23,873 shares; 2025Q3: 24,045 shares; 2025Q4: 25,296 shares 25,296 $367K 0.01% +1,251 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 7,049 shares; 2025Q1: 7,333 shares; 2025Q2: 6,785 shares; 2025Q3: 3,891 shares; 2025Q4: 3,729 shares 3,729 $365K 0.01% -162 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,574 shares; 2024Q4: 38,737 shares; 2025Q1: 23,021 shares; 2025Q2: 28,332 shares; 2025Q3: 28,720 shares; 2025Q4: 30,884 shares 30,884 $358K 0.01% +2,164 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,567 shares; 2024Q4: 95,624 shares; 2025Q1: 101,071 shares; 2025Q2: 122,730 shares; 2025Q3: 122,425 shares; 2025Q4: 122,094 shares 122,094 $357K 0.01% -331 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 4,405 shares; 2025Q1: 4,651 shares; 2025Q2: 5,057 shares; 2025Q3: 5,205 shares; 2025Q4: 5,593 shares 5,593 $355K 0.01% +388 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,031 shares; 2025Q1: 4,057 shares; 2025Q2: 4,099 shares; 2025Q3: 4,143 shares; 2025Q4: 4,200 shares 4,200 $352K 0.01% +57 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 15,972 shares; 2025Q1: 16,587 shares; 2025Q2: 15,731 shares; 2025Q3: 8,574 shares; 2025Q4: 8,049 shares 8,049 $351K 0.01% -525 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 7,612 shares; 2025Q1: 8,785 shares; 2025Q2: 10,748 shares; 2025Q3: 9,398 shares; 2025Q4: 11,166 shares 11,166 $349K 0.01% +1,768 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: 23,758 shares; 2024Q4: 25,742 shares; 2025Q1: not reported; 2025Q2: 9,225 shares; 2025Q3: 8,913 shares; 2025Q4: 9,398 shares 9,398 $347K 0.01% +485 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,711 shares; 2025Q1: 3,485 shares; 2025Q2: 3,396 shares; 2025Q3: 3,553 shares; 2025Q4: 3,599 shares 3,599 $346K 0.01% +46 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 4,168 shares; 2025Q1: 4,389 shares; 2025Q2: 5,179 shares; 2025Q3: 2,741 shares; 2025Q4: 2,580 shares 2,580 $343K 0.01% -161 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS 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: 26,432 shares; 2025Q3: 13,978 shares; 2025Q4: 13,272 shares 13,272 $342K 0.01% -706 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,993 shares; 2025Q1: 4,147 shares; 2025Q2: 5,244 shares; 2025Q3: 5,297 shares; 2025Q4: 5,644 shares 5,644 $339K 0.01% +347 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,788 shares; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,755 shares; 2025Q4: 4,039 shares 4,039 $335K 0.01% +284 Timeline GMAY 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: 6,791 shares; 2024Q4: 6,791 shares; 2025Q1: 6,725 shares; 2025Q2: 8,076 shares; 2025Q3: 8,076 shares; 2025Q4: 8,076 shares 8,076 $333K 0.01% 0 Timeline EUSA 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: 3,225 shares; 2025Q2: 303,271 shares; 2025Q3: not reported; 2025Q4: 3,225 shares 3,225 $333K 0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 9,664 shares; 2025Q1: 9,713 shares; 2025Q2: 9,793 shares; 2025Q3: 9,866 shares; 2025Q4: 9,956 shares 9,956 $333K 0.01% +90 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,387 shares; 2025Q1: 1,427 shares; 2025Q2: 1,538 shares; 2025Q3: 1,573 shares; 2025Q4: 1,701 shares 1,701 $330K 0.01% +128 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: 34,324 shares; 2024Q4: 36,473 shares; 2025Q1: 34,985 shares; 2025Q2: 35,296 shares; 2025Q3: 5,084 shares; 2025Q4: 6,031 shares 6,031 $330K 0.01% +947 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,142 shares; 2025Q1: 1,185 shares; 2025Q2: 1,297 shares; 2025Q3: 1,327 shares; 2025Q4: 1,200 shares 1,200 $330K 0.01% -127 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,871 shares; 2024Q4: 13,285 shares; 2025Q1: 15,688 shares; 2025Q2: 19,475 shares; 2025Q3: 19,423 shares; 2025Q4: 21,313 shares 21,313 $327K 0.01% +1,890 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 5,012 shares; 2025Q1: 3,370 shares; 2025Q2: 3,526 shares; 2025Q3: 3,606 shares; 2025Q4: 3,838 shares 3,838 $326K 0.01% +232 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,385 shares; 2024Q4: 9,991 shares; 2025Q1: 10,107 shares; 2025Q2: 10,738 shares; 2025Q3: 10,667 shares; 2025Q4: 10,895 shares 10,895 $326K 0.01% +228 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,292 shares; 2025Q4: 9,021 shares 9,021 $325K 0.01% +2,729 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,277 shares; 2025Q2: 7,568 shares; 2025Q3: 7,568 shares; 2025Q4: 7,568 shares 7,568 $324K 0.01% 0 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: 2,130 shares; 2024Q4: 2,926 shares; 2025Q1: 2,982 shares; 2025Q2: 3,299 shares; 2025Q3: 3,170 shares; 2025Q4: 3,382 shares 3,382 $317K 0.01% +212 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: 627 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 814 shares; 2025Q3: 807 shares; 2025Q4: 740 shares 740 $315K 0.01% -67 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,013 shares; 2024Q4: 8,608 shares; 2025Q1: 9,879 shares; 2025Q2: 10,685 shares; 2025Q3: 10,852 shares; 2025Q4: 11,311 shares 11,311 $314K 0.01% +459 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,569 shares; 2025Q3: 2,910 shares; 2025Q4: 3,082 shares 3,082 $308K 0.01% +172 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: not reported; 2024Q4: not reported; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 776 shares 776 $308K 0.01% +3 Timeline GFEB 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: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 7,383 shares; 2025Q2: 7,383 shares; 2025Q3: 7,383 shares; 2025Q4: 7,383 shares 7,383 $307K 0.01% 0 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,322 shares; 2024Q4: 11,110 shares; 2025Q1: 12,830 shares; 2025Q2: 11,473 shares; 2025Q3: 11,260 shares; 2025Q4: 11,245 shares 11,245 $306K 0.01% -15 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,498 shares; 2025Q4: 10,532 shares 10,532 $302K 0.01% +1,034 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: 4,216 shares; 2024Q4: 4,879 shares; 2025Q1: 4,861 shares; 2025Q2: 5,281 shares; 2025Q3: 4,840 shares; 2025Q4: 5,715 shares 5,715 $302K 0.01% +875 Timeline MARM 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: 23,257 shares; 2024Q4: 23,257 shares; 2025Q1: 24,257 shares; 2025Q2: 9,133 shares; 2025Q3: 9,133 shares; 2025Q4: 9,133 shares 9,133 $302K 0.01% 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: 4,281 shares; 2024Q4: not reported; 2025Q1: 4,319 shares; 2025Q2: 8,645 shares; 2025Q3: 7,456 shares; 2025Q4: 7,466 shares 7,466 $300K 0.01% +10 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: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,111 shares; 2025Q2: 990 shares; 2025Q3: 782 shares; 2025Q4: 790 shares 790 $292K 0.01% +8 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,415 shares; 2024Q4: 36,164 shares; 2025Q1: 38,900 shares; 2025Q2: 46,816 shares; 2025Q3: 47,392 shares; 2025Q4: 51,823 shares 51,823 $290K 0.01% +4,431 Timeline MQ MARQETA INC More: the full row for MARQETA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,855 shares; 2024Q4: 37,965 shares; 2025Q1: 46,135 shares; 2025Q2: 55,872 shares; 2025Q3: 56,175 shares; 2025Q4: 60,967 shares 60,967 $290K 0.01% +4,792 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,840 shares; 2025Q3: 5,970 shares; 2025Q4: 6,375 shares 6,375 $284K 0.01% +405 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,506 shares; 2025Q1: 4,759 shares; 2025Q2: 5,792 shares; 2025Q3: 5,899 shares; 2025Q4: 6,295 shares 6,295 $281K 0.01% +396 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,225 shares; 2025Q2: 9,225 shares; 2025Q3: 9,225 shares; 2025Q4: 9,225 shares 9,225 $280K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 538 shares; 2025Q4: 573 shares 573 $279K 0.01% +35 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 1,065 shares; 2025Q1: 1,069 shares; 2025Q2: 1,149 shares; 2025Q3: 1,158 shares; 2025Q4: 1,207 shares 1,207 $276K 0.01% +49 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: 634 shares; 2024Q4: 685 shares; 2025Q1: 640 shares; 2025Q2: 636 shares; 2025Q3: 278 shares; 2025Q4: 2,911 shares 2,911 $273K 0.01% +2,633 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: not reported; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,291 shares 1,291 $271K 0.01% 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: 1,447 shares; 2024Q4: 1,564 shares; 2025Q1: not reported; 2025Q2: 1,151 shares; 2025Q3: 1,162 shares; 2025Q4: 1,242 shares 1,242 $270K 0.01% +80 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 5,512 shares; 2025Q1: 5,773 shares; 2025Q2: 7,276 shares; 2025Q3: 7,212 shares; 2025Q4: 7,644 shares 7,644 $269K 0.01% +432 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,881 shares; 2025Q2: 6,083 shares; 2025Q3: 7,689 shares; 2025Q4: 7,013 shares 7,013 $268K 0.01% -676 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: not reported; 2024Q4: 5,108 shares; 2025Q1: not reported; 2025Q2: 2,760 shares; 2025Q3: 2,361 shares; 2025Q4: 2,971 shares 2,971 $259K 0.01% +610 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,360 shares; 2024Q4: 20,778 shares; 2025Q1: 23,253 shares; 2025Q2: 28,441 shares; 2025Q3: 25,081 shares; 2025Q4: 29,242 shares 29,242 $256K 0.01% +4,161 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,015 shares; 2025Q4: 8,015 shares 8,015 $255K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,333 shares 12,333 $249K 0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares; 2025Q4: 842 shares 842 $249K 0.01% +29 Timeline XLV 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: 7,233 shares; 2024Q4: 8,218 shares; 2025Q1: 7,572 shares; 2025Q2: 7,617 shares; 2025Q3: not reported; 2025Q4: 1,602 shares 1,602 $248K 0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,040 shares; 2025Q1: not reported; 2025Q2: 2,322 shares; 2025Q3: 2,229 shares; 2025Q4: 2,380 shares 2,380 $244K 0.01% +151 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 7,075 shares; 2025Q4: 7,075 shares 7,075 $240K 0.01% 0 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,009 shares; 2024Q4: 6,009 shares; 2025Q1: 6,009 shares; 2025Q2: 6,009 shares; 2025Q3: 6,009 shares; 2025Q4: 6,009 shares 6,009 $240K 0.01% 0 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,659 shares; 2025Q4: 11,659 shares 11,659 $240K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,399 shares; 2025Q2: 2,369 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares 1,634 $240K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 12,159 shares; 2025Q1: 11,992 shares; 2025Q2: 11,796 shares; 2025Q3: 1,754 shares; 2025Q4: 2,024 shares 2,024 $238K 0.01% +270 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,354 shares; 2025Q1: 2,354 shares; 2025Q2: 2,454 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares 2,257 $235K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,995 shares; 2024Q4: 10,353 shares; 2025Q1: 10,526 shares; 2025Q2: 1,999 shares; 2025Q3: 1,997 shares; 2025Q4: 2,029 shares 2,029 $234K 0.01% +32 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,013 shares; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,039 shares; 2025Q4: 2,048 shares 2,048 $233K 0.01% +9 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,685 shares; 2025Q4: 7,889 shares 7,889 $231K 0.01% +1,204 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,933 shares 6,933 $226K 0.01% new Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,880 shares 6,880 $226K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 6,137 shares; 2025Q1: 6,095 shares; 2025Q2: 6,205 shares; 2025Q3: not reported; 2025Q4: 1,892 shares 1,892 $226K 0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,772 shares 2,772 $225K 0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,824 shares; 2025Q4: 3,028 shares 3,028 $225K 0.01% +204 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: not reported; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 475 shares; 2025Q4: 472 shares 472 $221K 0.01% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 639 shares 639 $221K 0.01% new 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: 2,274 shares; 2024Q4: 2,406 shares; 2025Q1: 2,107 shares; 2025Q2: 2,082 shares; 2025Q3: 1,831 shares; 2025Q4: 1,835 shares 1,835 $220K 0.01% +4 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 2,634 shares; 2025Q1: 2,653 shares; 2025Q2: 2,672 shares; 2025Q3: 2,692 shares; 2025Q4: 2,719 shares 2,719 $218K 0.01% +27 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: not reported; 2024Q4: 4,627 shares; 2025Q1: 4,628 shares; 2025Q2: 4,630 shares; 2025Q3: 4,631 shares; 2025Q4: 4,698 shares 4,698 $216K 0.01% +67 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: 205 shares; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 201 shares; 2025Q4: 202 shares 202 $216K 0.01% +1 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,238 shares 4,238 $215K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares 450 $209K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,356 shares 7,356 $208K 0.01% new Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,569 shares; 2025Q4: 7,569 shares 7,569 $203K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 8,019 shares; 2025Q1: 8,007 shares; 2025Q2: 7,839 shares; 2025Q3: not reported; 2025Q4: 1,304 shares 1,304 $202K 0.01% new Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174,312 shares; 2025Q4: 198,721 shares 198,721 $180K 0.01% +24,409 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,118 shares; 2024Q4: 15,715 shares; 2025Q1: 18,870 shares; 2025Q2: 22,737 shares; 2025Q3: 22,119 shares; 2025Q4: 24,570 shares 24,570 $172K 0.01% +2,451 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: 10,894 shares; 2025Q4: 12,837 shares 12,837 $163K 0.01% +1,943 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,125 shares; 2024Q4: 14,856 shares; 2025Q1: 16,518 shares; 2025Q2: 20,379 shares; 2025Q3: 20,832 shares; 2025Q4: 22,647 shares 22,647 $138K <0.01% +1,815 Timeline CMTG CLAROS MTG TR INC More: the full row for CLAROS MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,820 shares; 2024Q4: 22,431 shares; 2025Q1: 25,610 shares; 2025Q2: 32,549 shares; 2025Q3: 32,162 shares; 2025Q4: 35,671 shares 35,671 $109K <0.01% +3,509 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,184 shares; 2024Q4: 38,403 shares; 2025Q1: 41,826 shares; 2025Q2: 50,896 shares; 2025Q3: 47,247 shares; 2025Q4: 50,366 shares 50,366 $98.2K <0.01% +3,119 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,946 shares; 2024Q4: 17,050 shares; 2025Q1: 17,389 shares; 2025Q2: 21,288 shares; 2025Q3: 21,673 shares; 2025Q4: 23,486 shares 23,486 $43.9K <0.01% +1,813 Timeline