GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,935 shares; 2024Q4: 388,935 shares; 2025Q1: 850,670 shares; 2025Q2: 423,235 shares; 2025Q3: 360,175 shares; 2025Q4: 243,327 shares 243,327 $1.01M 0.02% -116,848 Timeline BBAG 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: 11,053 shares; 2024Q4: 12,111 shares; 2025Q1: 32,127 shares; 2025Q2: 14,675 shares; 2025Q3: 20,331 shares; 2025Q4: 21,694 shares 21,694 $1.01M 0.02% +1,363 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,837 shares; 2024Q4: 42,837 shares; 2025Q1: 41,637 shares; 2025Q2: 41,637 shares; 2025Q3: 41,637 shares; 2025Q4: 38,237 shares 38,237 $1000K 0.02% -3,400 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 9,483 shares; 2025Q1: 33,200 shares; 2025Q2: 16,867 shares; 2025Q3: 17,817 shares; 2025Q4: 20,658 shares 20,658 $998K 0.02% +2,841 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: 2,527 shares; 2025Q1: 6,177 shares; 2025Q2: 4,361 shares; 2025Q3: 4,040 shares; 2025Q4: 4,032 shares 4,032 $993K 0.02% -8 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,859 shares; 2025Q1: 99,609 shares; 2025Q2: 57,664 shares; 2025Q3: 43,811 shares; 2025Q4: 42,109 shares 42,109 $982K 0.02% -1,702 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,703 shares; 2024Q4: 47,770 shares; 2025Q1: 116,620 shares; 2025Q2: 48,810 shares; 2025Q3: 48,810 shares; 2025Q4: 33,165 shares 33,165 $981K 0.02% -15,645 Timeline SPIP 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: 61,885 shares; 2024Q4: 63,139 shares; 2025Q1: 124,245 shares; 2025Q2: 49,839 shares; 2025Q3: 47,535 shares; 2025Q4: 37,786 shares 37,786 $981K 0.02% -9,749 Timeline FVC 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: 14,608 shares; 2024Q4: 13,688 shares; 2025Q1: 46,263 shares; 2025Q2: 32,160 shares; 2025Q3: 31,860 shares; 2025Q4: 26,840 shares 26,840 $976K 0.02% -5,020 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 19,710 shares 19,710 $975K 0.02% +17,610 Timeline EUDG 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: 11,523 shares; 2025Q2: 24,220 shares; 2025Q3: 26,346 shares; 2025Q4: 25,860 shares 25,860 $971K 0.02% -486 Timeline FALN 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: 28,820 shares; 2024Q4: 39,066 shares; 2025Q1: 85,525 shares; 2025Q2: 34,011 shares; 2025Q3: 33,956 shares; 2025Q4: 34,982 shares 34,982 $955K 0.02% +1,026 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,612 shares; 2025Q1: 9,242 shares; 2025Q2: 4,282 shares; 2025Q3: 3,449 shares; 2025Q4: 3,449 shares 3,449 $950K 0.02% 0 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: 4,037 shares; 2024Q4: 3,990 shares; 2025Q1: 9,563 shares; 2025Q2: 5,026 shares; 2025Q3: 5,751 shares; 2025Q4: 5,651 shares 5,651 $949K 0.02% -100 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: 6,827 shares; 2024Q4: 6,508 shares; 2025Q1: 14,845 shares; 2025Q2: 7,074 shares; 2025Q3: 5,419 shares; 2025Q4: 5,082 shares 5,082 $943K 0.02% -337 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,237 shares; 2024Q4: 47,919 shares; 2025Q1: 124,883 shares; 2025Q2: 70,366 shares; 2025Q3: 81,635 shares; 2025Q4: 52,751 shares 52,751 $940K 0.02% -28,884 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,573 shares; 2025Q1: 36,672 shares; 2025Q2: 14,147 shares; 2025Q3: 14,167 shares; 2025Q4: 13,727 shares 13,727 $938K 0.02% -440 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 5,820 shares; 2025Q1: 13,063 shares; 2025Q2: 6,115 shares; 2025Q3: 5,888 shares; 2025Q4: 5,046 shares 5,046 $936K 0.02% -842 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,144 shares; 2025Q1: 2,317 shares; 2025Q2: 1,401 shares; 2025Q3: 1,141 shares; 2025Q4: 1,132 shares 1,132 $929K 0.02% -9 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 2,147 shares; 2025Q1: 5,835 shares; 2025Q2: 2,969 shares; 2025Q3: 2,074 shares; 2025Q4: 1,907 shares 1,907 $923K 0.02% -167 Timeline PCEF 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: 40,839 shares; 2024Q4: 43,026 shares; 2025Q1: 85,825 shares; 2025Q2: 48,941 shares; 2025Q3: 47,098 shares; 2025Q4: 46,001 shares 46,001 $915K 0.02% -1,097 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,338 shares; 2024Q4: 20,554 shares; 2025Q1: 54,429 shares; 2025Q2: 23,742 shares; 2025Q3: 20,999 shares; 2025Q4: 19,969 shares 19,969 $913K 0.02% -1,030 Timeline TDV 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: 16,599 shares; 2024Q4: 16,951 shares; 2025Q1: 12,074 shares; 2025Q2: 10,228 shares; 2025Q3: 10,991 shares; 2025Q4: 10,483 shares 10,483 $908K 0.02% -508 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,943 shares; 2025Q1: 11,804 shares; 2025Q2: 6,316 shares; 2025Q3: 6,012 shares; 2025Q4: 5,881 shares 5,881 $907K 0.02% -131 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,116 shares; 2025Q1: 4,262 shares; 2025Q2: 30,377 shares; 2025Q3: 29,744 shares; 2025Q4: 26,644 shares 26,644 $902K 0.02% -3,100 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: 660 shares; 2024Q4: 1,819 shares; 2025Q1: 46,886 shares; 2025Q2: 33,800 shares; 2025Q3: 32,541 shares; 2025Q4: 34,095 shares 34,095 $894K 0.02% +1,554 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,762 shares; 2024Q4: 52,397 shares; 2025Q1: 132,809 shares; 2025Q2: 74,839 shares; 2025Q3: 67,508 shares; 2025Q4: 68,039 shares 68,039 $893K 0.02% +531 Timeline SPLB 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: 28,837 shares; 2024Q4: 29,160 shares; 2025Q1: 62,601 shares; 2025Q2: 30,128 shares; 2025Q3: 35,453 shares; 2025Q4: 39,437 shares 39,437 $890K 0.02% +3,984 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,790 shares; 2024Q4: 3,790 shares; 2025Q1: 3,807 shares; 2025Q2: 3,843 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares 3,790 $886K 0.02% 0 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,042 shares; 2024Q4: 41,221 shares; 2025Q1: 82,716 shares; 2025Q2: 46,500 shares; 2025Q3: 45,985 shares; 2025Q4: 44,375 shares 44,375 $883K 0.02% -1,610 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: 6,379 shares; 2024Q4: 6,308 shares; 2025Q1: 11,878 shares; 2025Q2: 5,059 shares; 2025Q3: 4,915 shares; 2025Q4: 6,001 shares 6,001 $880K 0.02% +1,086 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 657 shares; 2025Q1: 1,299 shares; 2025Q2: 14,359 shares; 2025Q3: 9,570 shares; 2025Q4: 9,600 shares 9,600 $876K 0.02% +30 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,531 shares; 2024Q4: 16,513 shares; 2025Q1: 42,903 shares; 2025Q2: 14,569 shares; 2025Q3: 10,610 shares; 2025Q4: 11,730 shares 11,730 $870K 0.02% +1,120 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: 13,644 shares; 2024Q4: 14,081 shares; 2025Q1: 45,346 shares; 2025Q2: 23,384 shares; 2025Q3: 20,284 shares; 2025Q4: 17,637 shares 17,637 $868K 0.02% -2,647 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,638 shares; 2025Q1: 6,799 shares; 2025Q2: 3,437 shares; 2025Q3: 3,506 shares; 2025Q4: 4,462 shares 4,462 $866K 0.02% +956 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,100 shares; 2024Q4: 27,226 shares; 2025Q1: 55,887 shares; 2025Q2: 28,068 shares; 2025Q3: 29,200 shares; 2025Q4: 29,475 shares 29,475 $866K 0.02% +275 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE 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: 63,150 shares; 2025Q2: 63,575 shares; 2025Q3: 63,712 shares; 2025Q4: 68,199 shares 68,199 $862K 0.02% +4,487 Timeline IQLT 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: 8,875 shares; 2024Q4: 8,574 shares; 2025Q1: 24,192 shares; 2025Q2: 13,607 shares; 2025Q3: 16,510 shares; 2025Q4: 18,854 shares 18,854 $857K 0.02% +2,344 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,604 shares; 2025Q1: 10,664 shares; 2025Q2: 6,788 shares; 2025Q3: 6,644 shares; 2025Q4: 6,112 shares 6,112 $855K 0.02% -532 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 7,989 shares; 2025Q1: 24,519 shares; 2025Q2: 18,076 shares; 2025Q3: 16,874 shares; 2025Q4: 17,827 shares 17,827 $855K 0.02% +953 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,722 shares; 2024Q4: 21,515 shares; 2025Q1: 60,790 shares; 2025Q2: 18,576 shares; 2025Q3: 15,902 shares; 2025Q4: 16,115 shares 16,115 $852K 0.02% +213 Timeline HEDJ 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: 760 shares; 2024Q4: 360 shares; 2025Q1: 12,559 shares; 2025Q2: 13,879 shares; 2025Q3: 15,019 shares; 2025Q4: 15,976 shares 15,976 $848K 0.02% +957 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,691 shares; 2024Q4: not reported; 2025Q1: 27,681 shares; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 9,214 shares 9,214 $846K 0.02% +8,958 Timeline EWZ 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: 19,729 shares; 2024Q4: 22,331 shares; 2025Q1: 40,023 shares; 2025Q2: 83,031 shares; 2025Q3: 27,480 shares; 2025Q4: 26,580 shares 26,580 $844K 0.02% -900 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,591 shares; 2025Q1: 7,629 shares; 2025Q2: 16,461 shares; 2025Q3: 16,082 shares; 2025Q4: 16,082 shares 16,082 $843K 0.02% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 3,950 shares; 2025Q1: 13,302 shares; 2025Q2: 10,372 shares; 2025Q3: 12,299 shares; 2025Q4: 12,499 shares 12,499 $841K 0.02% +200 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 9,356 shares; 2025Q1: 21,134 shares; 2025Q2: 10,750 shares; 2025Q3: 13,913 shares; 2025Q4: 13,924 shares 13,924 $840K 0.02% +11 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,542 shares; 2025Q1: 8,502 shares; 2025Q2: 4,160 shares; 2025Q3: 3,374 shares; 2025Q4: 3,697 shares 3,697 $837K 0.02% +323 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,267 shares; 2024Q4: 8,687 shares; 2025Q1: 16,979 shares; 2025Q2: 8,964 shares; 2025Q3: 8,170 shares; 2025Q4: 10,731 shares 10,731 $825K 0.02% +2,561 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,554 shares; 2024Q4: 28,300 shares; 2025Q1: 48,386 shares; 2025Q2: 48,059 shares; 2025Q3: 17,350 shares; 2025Q4: 15,150 shares 15,150 $819K 0.02% -2,200 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 4,127 shares; 2025Q1: 12,310 shares; 2025Q2: 7,136 shares; 2025Q3: 7,796 shares; 2025Q4: 8,448 shares 8,448 $818K 0.02% +652 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 9,376 shares; 2025Q1: 52,051 shares; 2025Q2: 21,335 shares; 2025Q3: 6,848 shares; 2025Q4: 6,872 shares 6,872 $816K 0.02% +24 Timeline DWAS 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: 7,403 shares; 2024Q4: 7,868 shares; 2025Q1: 18,028 shares; 2025Q2: 8,388 shares; 2025Q3: 8,421 shares; 2025Q4: 8,421 shares 8,421 $815K 0.02% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: 6,814 shares; 2025Q1: 20,068 shares; 2025Q2: 11,222 shares; 2025Q3: 12,891 shares; 2025Q4: 9,610 shares 9,610 $811K 0.02% -3,281 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: 21,308 shares; 2025Q3: 20,308 shares; 2025Q4: 19,308 shares 19,308 $802K 0.02% -1,000 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,410 shares; 2024Q4: 8,653 shares; 2025Q1: 17,077 shares; 2025Q2: 11,897 shares; 2025Q3: 5,792 shares; 2025Q4: 6,756 shares 6,756 $788K 0.02% +964 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,338 shares; 2025Q4: 24,188 shares 24,188 $786K 0.02% +20,850 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: 7,301 shares; 2025Q1: 19,113 shares; 2025Q2: 11,933 shares; 2025Q3: 7,117 shares; 2025Q4: 15,417 shares 15,417 $783K 0.02% +8,300 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,178 shares; 2025Q4: 21,666 shares 21,666 $781K 0.02% +1,488 Timeline FTGS 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: 7,362 shares; 2025Q1: 29,223 shares; 2025Q2: 20,782 shares; 2025Q3: 20,256 shares; 2025Q4: 21,936 shares 21,936 $775K 0.02% +1,680 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 10,223 shares; 2025Q1: 26,785 shares; 2025Q2: 15,938 shares; 2025Q3: 14,069 shares; 2025Q4: 15,993 shares 15,993 $775K 0.02% +1,924 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 10,538 shares; 2025Q1: 26,842 shares; 2025Q2: 16,817 shares; 2025Q3: 13,403 shares; 2025Q4: 13,211 shares 13,211 $774K 0.02% -192 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 330,153 shares; 2025Q1: 968,213 shares; 2025Q2: 590,181 shares; 2025Q3: 564,926 shares; 2025Q4: 122,855 shares 122,855 $774K 0.02% -442,071 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,993 shares; 2024Q4: 20,113 shares; 2025Q1: 35,104 shares; 2025Q2: 18,660 shares; 2025Q3: 18,865 shares; 2025Q4: 19,881 shares 19,881 $768K 0.02% +1,016 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 78 shares; 2025Q1: 246 shares; 2025Q2: 11,302 shares; 2025Q3: 11,160 shares; 2025Q4: 11,160 shares 11,160 $767K 0.02% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,494 shares; 2024Q4: 10,750 shares; 2025Q1: 82,629 shares; 2025Q2: 59,038 shares; 2025Q3: 59,241 shares; 2025Q4: 59,327 shares 59,327 $764K 0.02% +86 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,536 shares; 2024Q4: 3,548 shares; 2025Q1: 7,957 shares; 2025Q2: 4,169 shares; 2025Q3: 4,237 shares; 2025Q4: 4,461 shares 4,461 $761K 0.02% +224 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,851 shares; 2024Q4: 6,858 shares; 2025Q1: 18,377 shares; 2025Q2: 9,652 shares; 2025Q3: 8,536 shares; 2025Q4: 8,813 shares 8,813 $760K 0.02% +277 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,347 shares; 2025Q1: 4,720 shares; 2025Q2: 2,398 shares; 2025Q3: 2,332 shares; 2025Q4: 2,436 shares 2,436 $756K 0.02% +104 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 8,741 shares; 2025Q1: 20,519 shares; 2025Q2: 10,483 shares; 2025Q3: 8,693 shares; 2025Q4: 8,614 shares 8,614 $750K 0.02% -79 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: 60,601 shares; 2024Q4: 54,544 shares; 2025Q1: 140,471 shares; 2025Q2: 45,361 shares; 2025Q3: 33,522 shares; 2025Q4: 30,031 shares 30,031 $748K 0.02% -3,491 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,515 shares; 2025Q1: 5,220 shares; 2025Q2: 3,389 shares; 2025Q3: 3,595 shares; 2025Q4: 3,571 shares 3,571 $740K 0.02% -24 Timeline SJNK 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: 22,818 shares; 2024Q4: 25,824 shares; 2025Q1: 29,732 shares; 2025Q2: 27,012 shares; 2025Q3: 27,694 shares; 2025Q4: 28,969 shares 28,969 $733K 0.02% +1,275 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 17,373 shares; 2025Q2: 11,041 shares; 2025Q3: 9,967 shares; 2025Q4: 9,909 shares 9,909 $730K 0.02% -58 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 4,069 shares; 2025Q1: 10,390 shares; 2025Q2: 5,609 shares; 2025Q3: 4,334 shares; 2025Q4: 4,524 shares 4,524 $728K 0.02% +190 Timeline RWJ 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: 13,497 shares; 2024Q4: 14,054 shares; 2025Q1: 32,255 shares; 2025Q2: 16,169 shares; 2025Q3: 16,344 shares; 2025Q4: 14,758 shares 14,758 $719K 0.02% -1,586 Timeline FMAY 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: 4,483 shares; 2024Q4: 4,483 shares; 2025Q1: 17,932 shares; 2025Q2: 13,449 shares; 2025Q3: 13,449 shares; 2025Q4: 13,449 shares 13,449 $719K 0.02% 0 Timeline FTLS 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: 8,654 shares; 2024Q4: 9,076 shares; 2025Q1: 23,038 shares; 2025Q2: 12,882 shares; 2025Q3: 10,263 shares; 2025Q4: 10,095 shares 10,095 $717K 0.02% -168 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,293 shares; 2025Q1: 5,786 shares; 2025Q2: 3,307 shares; 2025Q3: 2,940 shares; 2025Q4: 2,413 shares 2,413 $714K 0.02% -527 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,126 shares; 2024Q4: 6,960 shares; 2025Q1: 16,092 shares; 2025Q2: 7,939 shares; 2025Q3: 8,093 shares; 2025Q4: 8,291 shares 8,291 $707K 0.02% +198 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 549 shares; 2025Q2: 3,059 shares; 2025Q3: 7,259 shares; 2025Q4: 7,304 shares 7,304 $702K 0.02% +45 Timeline JCPB 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: 5,595 shares; 2024Q4: 7,162 shares; 2025Q1: 22,497 shares; 2025Q2: 10,519 shares; 2025Q3: 13,640 shares; 2025Q4: 14,818 shares 14,818 $702K 0.02% +1,178 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,026 shares; 2024Q4: 10,723 shares; 2025Q1: 11,101 shares; 2025Q2: 13,100 shares; 2025Q3: 13,719 shares; 2025Q4: 13,922 shares 13,922 $694K 0.02% +203 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,299 shares; 2024Q4: 16,207 shares; 2025Q1: 33,928 shares; 2025Q2: 17,895 shares; 2025Q3: 17,755 shares; 2025Q4: 17,751 shares 17,751 $693K 0.02% -4 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 3,720 shares; 2025Q2: 1,731 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares 1,406 $676K 0.02% 0 Timeline QBIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,157 shares; 2025Q4: 17,561 shares 17,561 $676K 0.02% +404 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,486 shares; 2024Q4: 21,252 shares; 2025Q1: 39,933 shares; 2025Q2: 17,223 shares; 2025Q3: 13,979 shares; 2025Q4: 13,375 shares 13,375 $675K 0.02% -604 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,707 shares; 2025Q1: 8,507 shares; 2025Q2: 4,890 shares; 2025Q3: 5,152 shares; 2025Q4: 6,152 shares 6,152 $672K 0.02% +1,000 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 8,415 shares; 2025Q1: 23,222 shares; 2025Q2: 12,559 shares; 2025Q3: 12,563 shares; 2025Q4: 10,317 shares 10,317 $672K 0.02% -2,246 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: not reported; 2024Q4: 13,250 shares; 2025Q1: 29,500 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares; 2025Q4: 16,250 shares 16,250 $671K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,720 shares; 2025Q1: 8,347 shares; 2025Q2: 5,807 shares; 2025Q3: 6,185 shares; 2025Q4: 5,969 shares 5,969 $670K 0.02% -216 Timeline FMB 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: 5,272 shares; 2024Q4: 5,272 shares; 2025Q1: 17,116 shares; 2025Q2: 12,837 shares; 2025Q3: 12,837 shares; 2025Q4: 13,012 shares 13,012 $665K 0.02% +175 Timeline IMCB 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: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 6,720 shares; 2025Q2: 4,480 shares; 2025Q3: 5,360 shares; 2025Q4: 8,019 shares 8,019 $663K 0.02% +2,659 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 8,758 shares; 2025Q1: 21,079 shares; 2025Q2: 11,328 shares; 2025Q3: 8,293 shares; 2025Q4: 7,193 shares 7,193 $658K 0.02% -1,100 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,741 shares; 2024Q4: 10,772 shares; 2025Q1: 25,020 shares; 2025Q2: 13,986 shares; 2025Q3: 14,753 shares; 2025Q4: 14,783 shares 14,783 $656K 0.02% +30 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,480 shares; 2025Q1: 3,480 shares; 2025Q2: 30,948 shares; 2025Q3: 31,720 shares; 2025Q4: 31,343 shares 31,343 $654K 0.02% -377 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,414 shares; 2025Q1: 23,774 shares; 2025Q2: 11,149 shares; 2025Q3: 10,192 shares; 2025Q4: 9,432 shares 9,432 $654K 0.02% -760 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 17,389 shares; 2025Q1: 45,306 shares; 2025Q2: 21,147 shares; 2025Q3: 17,279 shares; 2025Q4: 15,808 shares 15,808 $652K 0.02% -1,471 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 6,372 shares; 2025Q1: 9,164 shares; 2025Q2: 8,756 shares; 2025Q3: 9,389 shares; 2025Q4: 10,047 shares 10,047 $647K 0.02% +658 Timeline PDP 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: 6,625 shares; 2024Q4: 6,332 shares; 2025Q1: 12,789 shares; 2025Q2: 6,152 shares; 2025Q3: 5,977 shares; 2025Q4: 5,532 shares 5,532 $644K 0.02% -445 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 690 shares; 2025Q1: 1,527 shares; 2025Q2: 780 shares; 2025Q3: 882 shares; 2025Q4: 820 shares 820 $633K 0.02% -62 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,432 shares; 2024Q4: 13,857 shares; 2025Q1: 22,110 shares; 2025Q2: 12,657 shares; 2025Q3: 7,573 shares; 2025Q4: 7,798 shares 7,798 $629K 0.02% +225 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 14,090 shares; 2025Q2: 6,832 shares; 2025Q3: 8,035 shares; 2025Q4: 9,575 shares 9,575 $629K 0.02% +1,540 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,670 shares; 2025Q2: 25,049 shares; 2025Q3: 25,379 shares; 2025Q4: 23,896 shares 23,896 $625K 0.02% -1,483 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,829 shares 17,829 $622K 0.02% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,556 shares; 2025Q1: 11,177 shares; 2025Q2: 15,843 shares; 2025Q3: 16,186 shares; 2025Q4: 16,007 shares 16,007 $620K 0.02% -179 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,681 shares; 2025Q1: 41,589 shares; 2025Q2: 17,084 shares; 2025Q3: 8,695 shares; 2025Q4: 12,475 shares 12,475 $619K 0.02% +3,780 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,625 shares; 2024Q4: 39,899 shares; 2025Q1: 89,675 shares; 2025Q2: 44,036 shares; 2025Q3: 45,085 shares; 2025Q4: 45,385 shares 45,385 $616K 0.02% +300 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 525 shares; 2025Q1: 377 shares; 2025Q2: 6,819 shares; 2025Q3: 6,756 shares; 2025Q4: 8,256 shares 8,256 $614K 0.02% +1,500 Timeline ICLN 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: 25,191 shares; 2024Q4: 22,063 shares; 2025Q1: 44,645 shares; 2025Q2: 39,489 shares; 2025Q3: 37,315 shares; 2025Q4: 37,315 shares 37,315 $613K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,204 shares; 2024Q4: 24,611 shares; 2025Q1: 48,433 shares; 2025Q2: 22,473 shares; 2025Q3: 13,825 shares; 2025Q4: 10,151 shares 10,151 $610K 0.01% -3,674 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,896 shares; 2025Q1: 7,391 shares; 2025Q2: 3,843 shares; 2025Q3: 2,913 shares; 2025Q4: 2,913 shares 2,913 $606K 0.01% 0 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 16,000 shares; 2025Q2: 8,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $606K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,377 shares; 2025Q1: 9,086 shares; 2025Q2: 4,371 shares; 2025Q3: 4,220 shares; 2025Q4: 4,224 shares 4,224 $606K 0.01% +4 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,290 shares; 2025Q1: 3,838 shares; 2025Q2: 2,114 shares; 2025Q3: 1,619 shares; 2025Q4: 2,198 shares 2,198 $605K 0.01% +579 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 4,667 shares; 2025Q1: 16,990 shares; 2025Q2: 12,050 shares; 2025Q3: 8,018 shares; 2025Q4: 8,210 shares 8,210 $603K 0.01% +192 Timeline MUB 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: 42,938 shares; 2024Q4: 44,001 shares; 2025Q1: 137,390 shares; 2025Q2: 44,405 shares; 2025Q3: 5,515 shares; 2025Q4: 5,616 shares 5,616 $602K 0.01% +101 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,602 shares; 2024Q4: 8,296 shares; 2025Q1: 16,992 shares; 2025Q2: 8,671 shares; 2025Q3: 8,760 shares; 2025Q4: 9,126 shares 9,126 $601K 0.01% +366 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: 63,468 shares; 2024Q4: 5,757 shares; 2025Q1: 16,077 shares; 2025Q2: 8,550 shares; 2025Q3: 5,922 shares; 2025Q4: 7,515 shares 7,515 $596K 0.01% +1,593 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,699 shares; 2024Q4: 11,454 shares; 2025Q1: 7,581 shares; 2025Q2: 7,453 shares; 2025Q3: 7,373 shares; 2025Q4: 7,373 shares 7,373 $596K 0.01% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,557 shares; 2024Q4: 15,806 shares; 2025Q1: 45,770 shares; 2025Q2: 34,743 shares; 2025Q3: 35,247 shares; 2025Q4: 35,441 shares 35,441 $592K 0.01% +194 Timeline DSI 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: 1,565 shares; 2024Q4: 1,564 shares; 2025Q1: 6,114 shares; 2025Q2: 4,579 shares; 2025Q3: 4,669 shares; 2025Q4: 4,572 shares 4,572 $589K 0.01% -97 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: 2,265 shares; 2024Q4: 2,696 shares; 2025Q1: 5,846 shares; 2025Q2: 3,179 shares; 2025Q3: 2,658 shares; 2025Q4: 2,236 shares 2,236 $587K 0.01% -422 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: 1,922 shares; 2024Q4: 2,564 shares; 2025Q1: 9,048 shares; 2025Q2: 5,943 shares; 2025Q3: 5,741 shares; 2025Q4: 5,741 shares 5,741 $585K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,178 shares; 2024Q4: 14,306 shares; 2025Q1: 162,082 shares; 2025Q2: 37,895 shares; 2025Q3: 15,190 shares; 2025Q4: 16,366 shares 16,366 $582K 0.01% +1,176 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,031 shares; 2025Q1: 2,824 shares; 2025Q2: 4,331 shares; 2025Q3: 7,571 shares; 2025Q4: 7,571 shares 7,571 $581K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 6,925 shares; 2025Q1: 14,266 shares; 2025Q2: 7,349 shares; 2025Q3: 7,641 shares; 2025Q4: 7,886 shares 7,886 $580K 0.01% +245 Timeline REGL 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: 6,664 shares; 2024Q4: 6,449 shares; 2025Q1: 12,404 shares; 2025Q2: 6,897 shares; 2025Q3: 6,877 shares; 2025Q4: 6,866 shares 6,866 $578K 0.01% -11 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,420 shares; 2024Q4: 15,750 shares; 2025Q1: 20,323 shares; 2025Q2: 20,323 shares; 2025Q3: 19,666 shares; 2025Q4: 20,559 shares 20,559 $577K 0.01% +893 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares 60,000 $576K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,815 shares; 2025Q1: 5,587 shares; 2025Q2: 2,273 shares; 2025Q3: 636 shares; 2025Q4: 651 shares 651 $572K 0.01% +15 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,546 shares; 2024Q4: 12,609 shares; 2025Q1: 25,310 shares; 2025Q2: 13,988 shares; 2025Q3: 13,501 shares; 2025Q4: 13,501 shares 13,501 $566K 0.01% 0 Timeline IMCG 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: 5,767 shares; 2024Q4: 5,908 shares; 2025Q1: 14,411 shares; 2025Q2: 8,289 shares; 2025Q3: 7,068 shares; 2025Q4: 7,072 shares 7,072 $565K 0.01% +4 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 4,888 shares; 2025Q1: 4,888 shares; 2025Q2: 4,920 shares; 2025Q3: 4,888 shares; 2025Q4: 4,888 shares 4,888 $564K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,408 shares; 2025Q1: 3,286 shares; 2025Q2: 1,526 shares; 2025Q3: 1,528 shares; 2025Q4: 1,493 shares 1,493 $557K 0.01% -35 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 4,315 shares; 2025Q1: 9,133 shares; 2025Q2: 5,054 shares; 2025Q3: 4,578 shares; 2025Q4: 4,581 shares 4,581 $554K 0.01% +3 Timeline ZJUL 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: 15,448 shares; 2025Q1: 52,350 shares; 2025Q2: 18,650 shares; 2025Q3: 18,650 shares; 2025Q4: 18,653 shares 18,653 $542K 0.01% +3 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,570 shares; 2025Q1: 9,159 shares; 2025Q2: 9,985 shares; 2025Q3: 9,679 shares; 2025Q4: 9,572 shares 9,572 $542K 0.01% -107 Timeline HYLS 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: 47,450 shares; 2024Q4: 50,406 shares; 2025Q1: 187,040 shares; 2025Q2: 141,368 shares; 2025Q3: 14,346 shares; 2025Q4: 12,897 shares 12,897 $540K 0.01% -1,449 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 2,049 shares; 2025Q1: 6,266 shares; 2025Q2: 2,454 shares; 2025Q3: 943 shares; 2025Q4: 945 shares 945 $539K 0.01% +2 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 7,133 shares; 2025Q1: 14,788 shares; 2025Q2: 7,955 shares; 2025Q3: 7,973 shares; 2025Q4: 8,135 shares 8,135 $538K 0.01% +162 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,832 shares; 2024Q4: 69,968 shares; 2025Q1: 289,892 shares; 2025Q2: 135,835 shares; 2025Q3: 10,255 shares; 2025Q4: 10,643 shares 10,643 $535K 0.01% +388 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,030 shares; 2025Q1: 15,141 shares; 2025Q2: 9,899 shares; 2025Q3: 9,611 shares; 2025Q4: 9,915 shares 9,915 $534K 0.01% +304 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 712 shares; 2025Q1: 163 shares; 2025Q2: 1,563 shares; 2025Q3: 3,990 shares; 2025Q4: 10,082 shares 10,082 $532K 0.01% +6,092 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,864 shares; 2025Q1: 4,048 shares; 2025Q2: 1,864 shares; 2025Q3: 2,149 shares; 2025Q4: 23,865 shares 23,865 $530K 0.01% +21,716 Timeline IMCV 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: 2,675 shares; 2024Q4: 2,687 shares; 2025Q1: 8,090 shares; 2025Q2: 5,394 shares; 2025Q3: 5,412 shares; 2025Q4: 6,397 shares 6,397 $527K 0.01% +985 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: 28,721 shares; 2024Q4: 25,694 shares; 2025Q1: 58,715 shares; 2025Q2: 32,969 shares; 2025Q3: 34,322 shares; 2025Q4: 30,075 shares 30,075 $526K 0.01% -4,247 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,640 shares; 2025Q1: 18,662 shares; 2025Q2: 8,789 shares; 2025Q3: 8,789 shares; 2025Q4: 8,789 shares 8,789 $523K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,130 shares; 2025Q1: 4,697 shares; 2025Q2: 3,459 shares; 2025Q3: 3,068 shares; 2025Q4: 4,712 shares 4,712 $520K 0.01% +1,644 Timeline DOL 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: 4,768 shares; 2024Q4: 3,708 shares; 2025Q1: 4,001 shares; 2025Q2: 7,275 shares; 2025Q3: 7,537 shares; 2025Q4: 7,839 shares 7,839 $516K 0.01% +302 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,029 shares; 2025Q1: 2,807 shares; 2025Q2: 1,791 shares; 2025Q3: 1,795 shares; 2025Q4: 2,054 shares 2,054 $516K 0.01% +259 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,911 shares; 2024Q4: 15,598 shares; 2025Q1: 27,069 shares; 2025Q2: 12,073 shares; 2025Q3: 10,466 shares; 2025Q4: 10,789 shares 10,789 $516K 0.01% +323 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,335 shares; 2025Q1: 9,125 shares; 2025Q2: 7,875 shares; 2025Q3: 7,775 shares; 2025Q4: 7,695 shares 7,695 $514K 0.01% -80 Timeline TBF 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: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares 21,000 $507K 0.01% 0 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,286 shares; 2025Q3: 38,993 shares; 2025Q4: 49,510 shares 49,510 $506K 0.01% +10,517 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 4,541 shares; 2025Q1: 4,429 shares; 2025Q2: 6,611 shares; 2025Q3: 6,611 shares; 2025Q4: 6,611 shares 6,611 $506K 0.01% 0 Timeline IYM 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: 1,228 shares; 2024Q4: 1,538 shares; 2025Q1: 4,744 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,276 shares 3,276 $504K 0.01% -240 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 524 shares; 2025Q1: 1,431 shares; 2025Q2: 4,091 shares; 2025Q3: 2,858 shares; 2025Q4: 3,973 shares 3,973 $503K 0.01% +1,115 Timeline RSPF 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: 7,062 shares; 2024Q4: 7,070 shares; 2025Q1: 13,106 shares; 2025Q2: 6,658 shares; 2025Q3: 6,628 shares; 2025Q4: 6,405 shares 6,405 $503K 0.01% -223 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,547 shares; 2024Q4: 8,592 shares; 2025Q1: 2,108 shares; 2025Q2: 957 shares; 2025Q3: 410 shares; 2025Q4: 412 shares 412 $501K 0.01% +2 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,525 shares; 2024Q4: 26,680 shares; 2025Q1: 51,605 shares; 2025Q2: 25,596 shares; 2025Q3: 24,797 shares; 2025Q4: 23,124 shares 23,124 $500K 0.01% -1,673 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: 12,006 shares; 2024Q4: 3,571 shares; 2025Q1: 7,010 shares; 2025Q2: 3,624 shares; 2025Q3: 3,611 shares; 2025Q4: 4,106 shares 4,106 $499K 0.01% +495 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,526 shares; 2024Q4: 8,261 shares; 2025Q1: 13,622 shares; 2025Q2: 12,559 shares; 2025Q3: 11,526 shares; 2025Q4: 13,478 shares 13,478 $499K 0.01% +1,952 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: 7,129 shares; 2025Q3: 840 shares; 2025Q4: 15,763 shares 15,763 $499K 0.01% +14,923 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 760 shares; 2025Q2: 277 shares; 2025Q3: not reported; 2025Q4: 5,220 shares 5,220 $498K 0.01% new Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 3,658 shares; 2025Q1: 10,913 shares; 2025Q2: 7,255 shares; 2025Q3: 7,255 shares; 2025Q4: 7,255 shares 7,255 $497K 0.01% 0 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: 5,168 shares; 2024Q4: 4,650 shares; 2025Q1: 11,050 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares 5,275 $495K 0.01% 0 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,152 shares; 2024Q4: 16,809 shares; 2025Q1: 48,512 shares; 2025Q2: 23,931 shares; 2025Q3: 24,559 shares; 2025Q4: 24,110 shares 24,110 $495K 0.01% -449 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,375 shares; 2025Q1: 3,778 shares; 2025Q2: 2,040 shares; 2025Q3: 1,703 shares; 2025Q4: 1,707 shares 1,707 $493K 0.01% +4 Timeline CRBN 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: 191 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 2,245 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares 2,128 $490K 0.01% 0 Timeline STIP 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: 4,096 shares; 2024Q4: 2,517 shares; 2025Q1: 13,306 shares; 2025Q2: 4,306 shares; 2025Q3: 4,534 shares; 2025Q4: 4,777 shares 4,777 $489K 0.01% +243 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 5,708 shares; 2025Q1: 12,709 shares; 2025Q2: 7,608 shares; 2025Q3: 7,382 shares; 2025Q4: 7,497 shares 7,497 $488K 0.01% +115 Timeline DERM JOURNEY MED CORP More: the full row for JOURNEY MED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,280 shares; 2024Q4: 63,280 shares; 2025Q1: 63,280 shares; 2025Q2: 63,280 shares; 2025Q3: 63,280 shares; 2025Q4: 63,280 shares 63,280 $488K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,348 shares; 2024Q4: 56,708 shares; 2025Q1: 84,969 shares; 2025Q2: 42,189 shares; 2025Q3: 30,900 shares; 2025Q4: 36,622 shares 36,622 $485K 0.01% +5,722 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,438 shares; 2024Q4: 22,189 shares; 2025Q1: 27,041 shares; 2025Q2: 9,766 shares; 2025Q3: 10,505 shares; 2025Q4: 10,079 shares 10,079 $485K 0.01% -426 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,608 shares; 2025Q1: 5,816 shares; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 3,094 shares 3,094 $485K 0.01% -71 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,210 shares; 2025Q1: 24,840 shares; 2025Q2: 18,630 shares; 2025Q3: 13,098 shares; 2025Q4: 13,098 shares 13,098 $484K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,382 shares; 2025Q1: 6,884 shares; 2025Q2: 2,580 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares 2,308 $482K 0.01% 0 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,063 shares; 2025Q1: 6,572 shares; 2025Q2: 4,378 shares; 2025Q3: 4,685 shares; 2025Q4: 5,238 shares 5,238 $478K 0.01% +553 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 238 shares; 2025Q2: 148 shares; 2025Q3: 9,186 shares; 2025Q4: 7,517 shares 7,517 $477K 0.01% -1,669 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 9,129 shares; 2025Q1: 27,286 shares; 2025Q2: 10,107 shares; 2025Q3: 2,138 shares; 2025Q4: 2,575 shares 2,575 $476K 0.01% +437 Timeline IWL 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: 2,040 shares; 2024Q4: 1,906 shares; 2025Q1: 3,970 shares; 2025Q2: 2,837 shares; 2025Q3: 2,899 shares; 2025Q4: 2,790 shares 2,790 $476K 0.01% -109 Timeline RSPN 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: 8,329 shares; 2024Q4: 9,056 shares; 2025Q1: 17,572 shares; 2025Q2: 8,486 shares; 2025Q3: 8,288 shares; 2025Q4: 8,288 shares 8,288 $469K 0.01% 0 Timeline DTD 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: 4,050 shares; 2024Q4: 3,975 shares; 2025Q1: 12,350 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,500 shares 5,500 $467K 0.01% -175 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,040 shares; 2025Q1: 4,718 shares; 2025Q2: 2,554 shares; 2025Q3: 2,551 shares; 2025Q4: 2,091 shares 2,091 $467K 0.01% -460 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,900 shares; 2025Q1: 14,509 shares; 2025Q2: 6,352 shares; 2025Q3: 6,586 shares; 2025Q4: 13,301 shares 13,301 $466K 0.01% +6,715 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: not reported; 2024Q4: 11,545 shares; 2025Q1: 25,090 shares; 2025Q2: 13,545 shares; 2025Q3: 13,545 shares; 2025Q4: 13,545 shares 13,545 $464K 0.01% 0 Timeline PWV 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: 6,945 shares; 2024Q4: 6,928 shares; 2025Q1: 20,201 shares; 2025Q2: 6,932 shares; 2025Q3: 6,935 shares; 2025Q4: 6,937 shares 6,937 $461K 0.01% +2 Timeline IYC 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: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 6,240 shares; 2025Q2: 4,680 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares 4,440 $458K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,330 shares 9,330 $457K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,890 shares; 2024Q4: 5,424 shares; 2025Q1: 15,243 shares; 2025Q2: 8,642 shares; 2025Q3: 4,376 shares; 2025Q4: 5,585 shares 5,585 $454K 0.01% +1,209 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 17,416 shares; 2025Q1: 39,247 shares; 2025Q2: 22,286 shares; 2025Q3: 24,180 shares; 2025Q4: 16,085 shares 16,085 $454K 0.01% -8,095 Timeline PXF 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: 7,589 shares; 2024Q4: 3,869 shares; 2025Q1: 7,428 shares; 2025Q2: 6,314 shares; 2025Q3: 6,658 shares; 2025Q4: 6,919 shares 6,919 $454K 0.01% +261 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,584 shares; 2025Q1: 16,874 shares; 2025Q2: 18,880 shares; 2025Q3: 16,399 shares; 2025Q4: 20,136 shares 20,136 $450K 0.01% +3,737 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 7,627 shares; 2025Q1: 18,552 shares; 2025Q2: 9,651 shares; 2025Q3: 8,824 shares; 2025Q4: 8,724 shares 8,724 $450K 0.01% -100 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 7,979 shares; 2025Q1: 37,651 shares; 2025Q2: 28,131 shares; 2025Q3: 9,697 shares; 2025Q4: 10,559 shares 10,559 $449K 0.01% +862 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,369 shares; 2025Q1: 25,662 shares; 2025Q2: 13,704 shares; 2025Q3: 9,610 shares; 2025Q4: 15,484 shares 15,484 $446K 0.01% +5,874 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 3,695 shares; 2025Q1: 9,669 shares; 2025Q2: 4,576 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares 2,728 $444K 0.01% 0 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,356 shares; 2024Q4: 13,793 shares; 2025Q1: 20,872 shares; 2025Q2: 34,151 shares; 2025Q3: 33,022 shares; 2025Q4: 52,555 shares 52,555 $443K 0.01% +19,533 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,096 shares; 2025Q1: 17,760 shares; 2025Q2: 13,142 shares; 2025Q3: 12,664 shares; 2025Q4: 12,548 shares 12,548 $443K 0.01% -116 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,375 shares; 2024Q4: 14,790 shares; 2025Q1: 36,557 shares; 2025Q2: 18,813 shares; 2025Q3: 14,468 shares; 2025Q4: 14,468 shares 14,468 $442K 0.01% 0 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,324 shares; 2025Q1: 19,297 shares; 2025Q2: 11,584 shares; 2025Q3: 7,700 shares; 2025Q4: 8,375 shares 8,375 $441K 0.01% +675 Timeline IYJ 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: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 4,504 shares; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares 2,962 $439K 0.01% 0 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 5,012 shares; 2025Q1: 13,560 shares; 2025Q2: 8,874 shares; 2025Q3: 9,411 shares; 2025Q4: 10,520 shares 10,520 $436K 0.01% +1,109 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: 5,464 shares; 2024Q4: 5,978 shares; 2025Q1: 16,557 shares; 2025Q2: 7,062 shares; 2025Q3: 3,899 shares; 2025Q4: 3,840 shares 3,840 $433K 0.01% -59 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 167 shares; 2025Q3: 2,555 shares; 2025Q4: 2,980 shares 2,980 $433K 0.01% +425 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,503 shares; 2025Q1: 4,646 shares; 2025Q2: 6,940 shares; 2025Q3: 5,294 shares; 2025Q4: 5,274 shares 5,274 $433K 0.01% -20 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,556 shares; 2025Q1: 50,960 shares; 2025Q2: 22,256 shares; 2025Q3: 24,325 shares; 2025Q4: 25,337 shares 25,337 $429K 0.01% +1,012 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,105 shares; 2025Q1: 5,572 shares; 2025Q2: 4,737 shares; 2025Q3: 4,323 shares; 2025Q4: 4,255 shares 4,255 $429K 0.01% -68 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 9,466 shares; 2025Q1: 27,934 shares; 2025Q2: 15,720 shares; 2025Q3: 13,253 shares; 2025Q4: 11,684 shares 11,684 $428K 0.01% -1,569 Timeline IGM 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: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,130 shares; 2025Q2: 3,342 shares; 2025Q3: 3,302 shares; 2025Q4: 3,302 shares 3,302 $426K 0.01% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,854 shares; 2024Q4: 125,904 shares; 2025Q1: 239,728 shares; 2025Q2: 113,314 shares; 2025Q3: 116,814 shares; 2025Q4: 90,196 shares 90,196 $426K 0.01% -26,618 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 253 shares; 2025Q1: 1,990 shares; 2025Q2: 2,410 shares; 2025Q3: 16 shares; 2025Q4: 5,078 shares 5,078 $425K 0.01% +5,062 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,915 shares; 2024Q4: 17,810 shares; 2025Q1: 37,645 shares; 2025Q2: 19,635 shares; 2025Q3: 19,970 shares; 2025Q4: 18,770 shares 18,770 $424K 0.01% -1,200 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 3,153 shares; 2025Q1: 8,672 shares; 2025Q2: 4,519 shares; 2025Q3: 4,900 shares; 2025Q4: 4,635 shares 4,635 $424K 0.01% -265 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: 69,232 shares; 2024Q4: 80,965 shares; 2025Q1: 470,421 shares; 2025Q2: 205,777 shares; 2025Q3: 18,526 shares; 2025Q4: 17,884 shares 17,884 $423K 0.01% -642 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 113 shares; 2025Q1: 339 shares; 2025Q2: 6,621 shares; 2025Q3: 6,500 shares; 2025Q4: 6,200 shares 6,200 $423K 0.01% -300 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,900 shares; 2025Q1: 8,650 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 9,340 shares 9,340 $420K 0.01% +750 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: 3,367 shares; 2024Q4: 3,372 shares; 2025Q1: 10,113 shares; 2025Q2: 6,751 shares; 2025Q3: 5,964 shares; 2025Q4: 5,967 shares 5,967 $413K 0.01% +3 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 336 shares; 2025Q2: 111 shares; 2025Q3: not reported; 2025Q4: 18,875 shares 18,875 $411K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 4,028 shares; 2025Q1: 14,371 shares; 2025Q2: 8,306 shares; 2025Q3: 7,670 shares; 2025Q4: 7,670 shares 7,670 $411K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,230 shares; 2024Q4: 11,280 shares; 2025Q1: 33,052 shares; 2025Q2: 14,948 shares; 2025Q3: 12,478 shares; 2025Q4: 11,826 shares 11,826 $411K 0.01% -652 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: 13,359 shares; 2024Q4: 10,141 shares; 2025Q1: 29,719 shares; 2025Q2: 12,303 shares; 2025Q3: 3,888 shares; 2025Q4: 4,222 shares 4,222 $406K 0.01% +334 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,970 shares; 2025Q1: 4,498 shares; 2025Q2: 2,783 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares 3,125 $406K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 912 shares 912 $405K 0.01% +64 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,623 shares; 2025Q1: 23,087 shares; 2025Q2: 14,474 shares; 2025Q3: 14,491 shares; 2025Q4: 14,154 shares 14,154 $404K 0.01% -337 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,057 shares; 2024Q4: 5,057 shares; 2025Q1: 14,971 shares; 2025Q2: 10,314 shares; 2025Q3: 10,314 shares; 2025Q4: 10,314 shares 10,314 $403K 0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,190 shares; 2025Q1: 10,130 shares; 2025Q2: 38,474 shares; 2025Q3: 38,474 shares; 2025Q4: 38,474 shares 38,474 $403K 0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,648 shares; 2025Q1: 5,404 shares; 2025Q2: 3,457 shares; 2025Q3: 3,457 shares; 2025Q4: 3,191 shares 3,191 $402K 0.01% -266 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 7,887 shares 7,887 $402K 0.01% +7,622 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,278 shares; 2024Q4: 17,231 shares; 2025Q1: 3,334 shares; 2025Q2: 2,090 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares 1,440 $402K 0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,764 shares; 2025Q3: 2,700 shares; 2025Q4: 4,012 shares 4,012 $401K 0.01% +1,312 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 7,652 shares; 2025Q1: 21,521 shares; 2025Q2: 8,887 shares; 2025Q3: 8,887 shares; 2025Q4: 8,888 shares 8,888 $400K 0.01% +1 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 502 shares; 2025Q1: 959 shares; 2025Q2: 1,646 shares; 2025Q3: 1,580 shares; 2025Q4: 1,530 shares 1,530 $400K 0.01% -50 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,021 shares; 2024Q4: 14,065 shares; 2025Q1: 24,232 shares; 2025Q2: 12,641 shares; 2025Q3: 9,184 shares; 2025Q4: 8,555 shares 8,555 $398K 0.01% -629 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 4,737 shares; 2025Q1: 11,554 shares; 2025Q2: 5,590 shares; 2025Q3: 4,514 shares; 2025Q4: 4,515 shares 4,515 $395K 0.01% +1 Timeline RSPH 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: 13,730 shares; 2024Q4: 13,606 shares; 2025Q1: 29,080 shares; 2025Q2: 13,269 shares; 2025Q3: 12,350 shares; 2025Q4: 12,350 shares 12,350 $393K 0.01% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,853 shares; 2024Q4: 23,745 shares; 2025Q1: 44,284 shares; 2025Q2: 21,467 shares; 2025Q3: 21,467 shares; 2025Q4: 10,567 shares 10,567 $392K 0.01% -10,900 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,125 shares; 2025Q1: 6,667 shares; 2025Q2: 496 shares; 2025Q3: 9,926 shares; 2025Q4: 15,961 shares 15,961 $391K 0.01% +6,035 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 23,634 shares; 2025Q1: 206,489 shares; 2025Q2: 86,201 shares; 2025Q3: 17,464 shares; 2025Q4: 19,899 shares 19,899 $389K 0.01% +2,435 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,807 shares; 2024Q4: 33,433 shares; 2025Q1: 28,891 shares; 2025Q2: 27,824 shares; 2025Q3: 8,420 shares; 2025Q4: 7,728 shares 7,728 $388K 0.01% -692 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,712 shares 4,712 $388K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,668 shares; 2025Q1: 8,602 shares; 2025Q2: 3,718 shares; 2025Q3: 990 shares; 2025Q4: 990 shares 990 $385K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 661 shares; 2025Q1: 1,665 shares; 2025Q2: 1,831 shares; 2025Q3: 1,471 shares; 2025Q4: 1,671 shares 1,671 $378K 0.01% +200 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: 7,286 shares; 2024Q4: 7,424 shares; 2025Q1: 17,084 shares; 2025Q2: 7,247 shares; 2025Q3: 4,296 shares; 2025Q4: 4,481 shares 4,481 $375K 0.01% +185 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: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 7,050 shares; 2025Q2: 3,524 shares; 2025Q3: 3,522 shares; 2025Q4: 3,522 shares 3,522 $373K 0.01% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 13,564 shares; 2025Q3: 9,231 shares; 2025Q4: 9,427 shares 9,427 $373K 0.01% +196 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 7,890 shares; 2025Q1: 18,140 shares; 2025Q2: 10,761 shares; 2025Q3: 9,124 shares; 2025Q4: 8,730 shares 8,730 $373K 0.01% -394 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,375 shares; 2024Q4: 58,797 shares; 2025Q1: 168,182 shares; 2025Q2: 111,917 shares; 2025Q3: 107,880 shares; 2025Q4: 22,539 shares 22,539 $372K 0.01% -85,341 Timeline FTXL 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: 2,798 shares; 2024Q4: 2,400 shares; 2025Q1: 4,896 shares; 2025Q2: 3,362 shares; 2025Q3: 3,318 shares; 2025Q4: 2,868 shares 2,868 $371K 0.01% -450 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,191 shares; 2025Q1: 3,662 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 3,030 shares 3,030 $369K 0.01% +650 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,031 shares; 2025Q1: 7,008 shares; 2025Q2: 4,077 shares; 2025Q3: 3,809 shares; 2025Q4: 3,809 shares 3,809 $369K 0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,872 shares; 2025Q1: 16,174 shares; 2025Q2: 12,413 shares; 2025Q3: 12,539 shares; 2025Q4: 12,564 shares 12,564 $368K 0.01% +25 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,483 shares; 2025Q1: 4,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 14,760 shares 14,760 $367K 0.01% +11,689 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,461 shares; 2024Q4: 9,355 shares; 2025Q1: 20,473 shares; 2025Q2: 11,720 shares; 2025Q3: 10,986 shares; 2025Q4: 8,843 shares 8,843 $365K 0.01% -2,143 Timeline QHY 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: 7,600 shares; 2024Q4: 7,900 shares; 2025Q1: 7,800 shares; 2025Q2: 7,855 shares; 2025Q3: 7,855 shares; 2025Q4: 7,830 shares 7,830 $364K 0.01% -25 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 13,924 shares; 2025Q3: 13,924 shares; 2025Q4: 12,522 shares 12,522 $363K 0.01% -1,402 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,259 shares; 2025Q1: 12,893 shares; 2025Q2: 6,181 shares; 2025Q3: 5,765 shares; 2025Q4: 5,327 shares 5,327 $360K 0.01% -438 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,926 shares; 2025Q1: 2,673 shares; 2025Q2: 3,554 shares; 2025Q3: 3,066 shares; 2025Q4: 2,950 shares 2,950 $359K 0.01% -116 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 693 shares; 2025Q1: 2,106 shares; 2025Q2: 1,022 shares; 2025Q3: 1,221 shares; 2025Q4: 2,682 shares 2,682 $358K 0.01% +1,461 Timeline USHY 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: 5,131 shares; 2024Q4: 7,473 shares; 2025Q1: 28,307 shares; 2025Q2: 11,350 shares; 2025Q3: 10,015 shares; 2025Q4: 9,553 shares 9,553 $357K 0.01% -462 Timeline XSVM 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: 9,725 shares; 2024Q4: 9,725 shares; 2025Q1: 8,865 shares; 2025Q2: 7,340 shares; 2025Q3: 6,440 shares; 2025Q4: 6,250 shares 6,250 $357K 0.01% -190 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 11,576 shares; 2025Q1: 36,137 shares; 2025Q2: 19,718 shares; 2025Q3: 20,861 shares; 2025Q4: 790 shares 790 $352K 0.01% -20,071 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: 135,854 shares; 2024Q4: 264,095 shares; 2025Q1: 440,408 shares; 2025Q2: 202,829 shares; 2025Q3: 12,051 shares; 2025Q4: 12,333 shares 12,333 $351K 0.01% +282 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,495 shares; 2025Q1: 10,659 shares; 2025Q2: 5,494 shares; 2025Q3: 7,619 shares; 2025Q4: 7,929 shares 7,929 $351K 0.01% +310 Timeline IJT 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: 2,326 shares; 2024Q4: 2,306 shares; 2025Q1: 30,667 shares; 2025Q2: 15,578 shares; 2025Q3: 2,577 shares; 2025Q4: 2,483 shares 2,483 $350K 0.01% -94 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: 9,829 shares; 2024Q4: 9,842 shares; 2025Q1: 21,376 shares; 2025Q2: 15,268 shares; 2025Q3: 14,589 shares; 2025Q4: 14,607 shares 14,607 $350K 0.01% +18 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,560 shares; 2024Q4: 35,477 shares; 2025Q1: 80,478 shares; 2025Q2: 40,891 shares; 2025Q3: 34,716 shares; 2025Q4: 34,526 shares 34,526 $348K 0.01% -190 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 8,131 shares; 2025Q1: 22,348 shares; 2025Q2: 14,597 shares; 2025Q3: 8,260 shares; 2025Q4: 14,810 shares 14,810 $346K 0.01% +6,550 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,376 shares; 2025Q1: 11,931 shares; 2025Q2: 6,630 shares; 2025Q3: 4,207 shares; 2025Q4: 14,541 shares 14,541 $344K 0.01% +10,334 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,426 shares; 2025Q1: 12,504 shares; 2025Q2: 9,215 shares; 2025Q3: 9,078 shares; 2025Q4: 9,078 shares 9,078 $344K 0.01% 0 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: 2,362 shares; 2024Q4: 2,523 shares; 2025Q1: 6,515 shares; 2025Q2: 3,590 shares; 2025Q3: 3,746 shares; 2025Q4: 4,254 shares 4,254 $343K 0.01% +508 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $343K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 627 shares; 2025Q1: 1,754 shares; 2025Q2: 127 shares; 2025Q3: 582 shares; 2025Q4: 6,593 shares 6,593 $342K 0.01% +6,011 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,572 shares; 2024Q4: 29,572 shares; 2025Q1: 66,726 shares; 2025Q2: 39,440 shares; 2025Q3: 38,550 shares; 2025Q4: 40,214 shares 40,214 $335K 0.01% +1,664 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: 3,920 shares; 2025Q2: 1,935 shares; 2025Q3: 1,833 shares; 2025Q4: 1,868 shares 1,868 $334K 0.01% +35 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,208 shares; 2025Q1: 14,211 shares; 2025Q2: 6,751 shares; 2025Q3: 4,222 shares; 2025Q4: 4,222 shares 4,222 $332K 0.01% 0 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 15,255 shares; 2025Q1: 31,010 shares; 2025Q2: 14,190 shares; 2025Q3: 14,190 shares; 2025Q4: 14,190 shares 14,190 $332K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 319 shares; 2025Q1: 543 shares; 2025Q2: 467 shares; 2025Q3: 426 shares; 2025Q4: 526 shares 526 $328K 0.01% +100 Timeline MISL 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: 200 shares; 2025Q1: 3,400 shares; 2025Q2: 8,072 shares; 2025Q3: 8,072 shares; 2025Q4: 7,650 shares 7,650 $327K 0.01% -422 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,014 shares; 2025Q1: 1,896 shares; 2025Q2: 1,552 shares; 2025Q3: 475 shares; 2025Q4: 492 shares 492 $326K 0.01% +17 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: 45,384 shares; 2024Q4: 115,060 shares; 2025Q1: 860,627 shares; 2025Q2: 392,289 shares; 2025Q3: 11,138 shares; 2025Q4: 12,096 shares 12,096 $325K 0.01% +958 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,177 shares; 2025Q1: 2,465 shares; 2025Q2: 1,478 shares; 2025Q3: 1,730 shares; 2025Q4: 1,559 shares 1,559 $324K 0.01% -171 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,096 shares; 2025Q1: 2,595 shares; 2025Q2: 1,452 shares; 2025Q3: 1,255 shares; 2025Q4: 6,770 shares 6,770 $323K 0.01% +5,515 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 2,128 shares; 2025Q2: 1,454 shares; 2025Q3: 1,101 shares; 2025Q4: 2,141 shares 2,141 $322K 0.01% +1,040 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,606 shares; 2025Q1: 11,112 shares; 2025Q2: 5,394 shares; 2025Q3: 5,394 shares; 2025Q4: 5,923 shares 5,923 $321K 0.01% +529 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 2,147 shares; 2025Q1: 7,198 shares; 2025Q2: 3,494 shares; 2025Q3: 1,742 shares; 2025Q4: 1,979 shares 1,979 $321K 0.01% +237 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,505 shares; 2024Q4: 4,820 shares; 2025Q1: 10,927 shares; 2025Q2: 3,862 shares; 2025Q3: 996 shares; 2025Q4: 1,112 shares 1,112 $320K 0.01% +116 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,887 shares; 2024Q4: 3,745 shares; 2025Q1: 3,745 shares; 2025Q2: 3,422 shares; 2025Q3: 3,399 shares; 2025Q4: 4,104 shares 4,104 $319K 0.01% +705 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 1,455 shares; 2025Q1: 3,684 shares; 2025Q2: 20,392 shares; 2025Q3: 19,007 shares; 2025Q4: 19,007 shares 19,007 $318K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,472 shares; 2025Q1: 6,835 shares; 2025Q2: 4,398 shares; 2025Q3: 4,130 shares; 2025Q4: 3,366 shares 3,366 $317K 0.01% -764 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: 1,961 shares; 2024Q4: 2,002 shares; 2025Q1: 9,262 shares; 2025Q2: 4,176 shares; 2025Q3: 2,921 shares; 2025Q4: 3,234 shares 3,234 $316K 0.01% +313 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,384 shares; 2024Q4: 7,577 shares; 2025Q1: 21,579 shares; 2025Q2: 7,700 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares 1,483 $313K 0.01% 0 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 5,500 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $313K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,111 shares; 2024Q4: 2,020 shares; 2025Q1: 3,996 shares; 2025Q2: 1,955 shares; 2025Q3: 1,770 shares; 2025Q4: 1,474 shares 1,474 $312K 0.01% -296 Timeline ESGU 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: 1,316 shares; 2024Q4: 1,472 shares; 2025Q1: 3,905 shares; 2025Q2: 2,219 shares; 2025Q3: 2,121 shares; 2025Q4: 2,076 shares 2,076 $309K 0.01% -45 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,022 shares; 2025Q1: 4,093 shares; 2025Q2: 4,022 shares; 2025Q3: 4,317 shares; 2025Q4: 4,116 shares 4,116 $306K 0.01% -201 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,555 shares; 2025Q1: 4,658 shares; 2025Q2: 2,955 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares 2,955 $303K 0.01% 0 Timeline FXZ 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: 2,321 shares; 2024Q4: 2,216 shares; 2025Q1: 10,154 shares; 2025Q2: 5,980 shares; 2025Q3: 4,855 shares; 2025Q4: 4,645 shares 4,645 $301K 0.01% -210 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: 4,402 shares; 2024Q4: 4,402 shares; 2025Q1: 8,530 shares; 2025Q2: 4,831 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares 5,070 $301K 0.01% 0 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,360 shares; 2025Q2: 5,330 shares; 2025Q3: 6,580 shares; 2025Q4: 6,580 shares 6,580 $300K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 977 shares; 2025Q1: 2,310 shares; 2025Q2: 1,181 shares; 2025Q3: 2,020 shares; 2025Q4: 1,979 shares 1,979 $299K 0.01% -41 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 2,228 shares 2,228 $299K 0.01% +1,228 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 9,677 shares; 2025Q1: 9,137 shares; 2025Q2: 9,137 shares; 2025Q3: 7,744 shares; 2025Q4: 10,364 shares 10,364 $299K 0.01% +2,620 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 17 shares; 2025Q1: 84 shares; 2025Q2: 46 shares; 2025Q3: 57 shares; 2025Q4: 1,866 shares 1,866 $297K 0.01% +1,809 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: 347 shares; 2025Q2: 7,316 shares; 2025Q3: 6,200 shares; 2025Q4: 8,200 shares 8,200 $291K 0.01% +2,000 Timeline FMHI 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: 10,551 shares; 2024Q4: 10,170 shares; 2025Q1: 10,394 shares; 2025Q2: 5,063 shares; 2025Q3: 4,934 shares; 2025Q4: 6,037 shares 6,037 $289K 0.01% +1,103 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,536 shares; 2025Q1: 2,536 shares; 2025Q2: 2,436 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares 2,437 $289K 0.01% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,140 shares; 2025Q1: 21,660 shares; 2025Q2: 22,070 shares; 2025Q3: 8,105 shares; 2025Q4: 10,463 shares 10,463 $289K 0.01% +2,358 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,555 shares; 2025Q1: 6,336 shares; 2025Q2: 3,674 shares; 2025Q3: 3,058 shares; 2025Q4: 3,207 shares 3,207 $289K 0.01% +149 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,438 shares; 2025Q1: 19,189 shares; 2025Q2: 9,751 shares; 2025Q3: 14,201 shares; 2025Q4: 13,101 shares 13,101 $288K 0.01% -1,100 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 4,003 shares; 2025Q4: 4,015 shares 4,015 $286K 0.01% +12 Timeline VRP 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: 10,409 shares; 2024Q4: 10,667 shares; 2025Q1: 25,105 shares; 2025Q2: 12,432 shares; 2025Q3: 12,260 shares; 2025Q4: 11,678 shares 11,678 $284K 0.01% -582 Timeline LDSF 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: 4,940 shares; 2024Q4: 4,940 shares; 2025Q1: 19,760 shares; 2025Q2: 14,820 shares; 2025Q3: 14,820 shares; 2025Q4: 14,820 shares 14,820 $284K 0.01% 0 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE 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: 2,650 shares; 2025Q3: 5,450 shares; 2025Q4: 8,950 shares 8,950 $284K 0.01% +3,500 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,585 shares; 2025Q1: 4,585 shares; 2025Q2: 4,585 shares; 2025Q3: 5,664 shares; 2025Q4: 5,664 shares 5,664 $284K 0.01% 0 Timeline JBND 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: 2,159 shares; 2025Q1: 3,067 shares; 2025Q2: 2,120 shares; 2025Q3: 2,717 shares; 2025Q4: 5,236 shares 5,236 $283K 0.01% +2,519 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 2,818 shares; 2025Q1: 10,925 shares; 2025Q2: 6,186 shares; 2025Q3: 5,180 shares; 2025Q4: 5,352 shares 5,352 $283K 0.01% +172 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 5,655 shares 5,655 $282K 0.01% +3,350 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: 5,300 shares; 2025Q1: 13,900 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares 8,600 $281K 0.01% 0 Timeline XSLV 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: 6,208 shares; 2024Q4: 6,210 shares; 2025Q1: 12,392 shares; 2025Q2: 6,026 shares; 2025Q3: 6,027 shares; 2025Q4: 6,029 shares 6,029 $280K 0.01% +2 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale 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: 2,950 shares 2,950 $278K 0.01% new 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: 3,694 shares; 2024Q4: 3,694 shares; 2025Q1: 7,405 shares; 2025Q2: 3,616 shares; 2025Q3: 3,597 shares; 2025Q4: 3,597 shares 3,597 $278K 0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 8,680 shares; 2025Q2: 4,120 shares; 2025Q3: 5,690 shares; 2025Q4: 19,602 shares 19,602 $278K 0.01% +13,912 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 18,300 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares 11,700 $277K 0.01% 0 Timeline SUSA 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: 1,879 shares; 2024Q4: 1,646 shares; 2025Q1: 5,448 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares 1,986 $277K 0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 566 shares; 2025Q2: 174 shares; 2025Q3: 65 shares; 2025Q4: 3,308 shares 3,308 $271K 0.01% +3,243 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 5,633 shares; 2025Q1: 12,731 shares; 2025Q2: 6,273 shares; 2025Q3: 5,513 shares; 2025Q4: 5,394 shares 5,394 $271K 0.01% -119 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 673 shares; 2025Q1: 1,591 shares; 2025Q2: 1,073 shares; 2025Q3: 1,041 shares; 2025Q4: 1,042 shares 1,042 $270K 0.01% +1 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: 1,837 shares; 2025Q2: 606 shares; 2025Q3: 480 shares; 2025Q4: 9,136 shares 9,136 $269K 0.01% +8,656 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,584 shares; 2024Q4: 12,357 shares; 2025Q1: 23,180 shares; 2025Q2: 11,219 shares; 2025Q3: 5,496 shares; 2025Q4: 5,290 shares 5,290 $269K 0.01% -206 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 8,067 shares; 2025Q2: 8,163 shares; 2025Q3: 8,163 shares; 2025Q4: 8,163 shares 8,163 $269K 0.01% 0 Timeline IYY 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: 2,107 shares; 2024Q4: 1,907 shares; 2025Q1: 4,314 shares; 2025Q2: 2,407 shares; 2025Q3: 2,407 shares; 2025Q4: 1,620 shares 1,620 $269K 0.01% -787 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 6,542 shares; 2025Q1: 13,147 shares; 2025Q2: 6,576 shares; 2025Q3: 6,480 shares; 2025Q4: 6,480 shares 6,480 $268K 0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 294 shares; 2025Q1: 567 shares; 2025Q2: 1,013 shares; 2025Q3: 851 shares; 2025Q4: 683 shares 683 $267K 0.01% -168 Timeline WTAI 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: 9,375 shares; 2024Q4: 9,375 shares; 2025Q1: 9,125 shares; 2025Q2: 9,125 shares; 2025Q3: 9,125 shares; 2025Q4: 9,125 shares 9,125 $266K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,802 shares; 2024Q4: 19,319 shares; 2025Q1: 46,373 shares; 2025Q2: 17,815 shares; 2025Q3: 12,956 shares; 2025Q4: 5,222 shares 5,222 $266K 0.01% -7,734 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,230 shares; 2024Q4: 28,230 shares; 2025Q1: 71,090 shares; 2025Q2: 42,860 shares; 2025Q3: 42,860 shares; 2025Q4: 42,860 shares 42,860 $264K 0.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 1,235 shares; 2025Q3: 1,918 shares; 2025Q4: 4,081 shares 4,081 $264K 0.01% +2,163 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,119 shares; 2025Q1: 4,335 shares; 2025Q2: 2,119 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares 2,022 $264K 0.01% 0 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 3,510 shares; 2025Q1: 7,440 shares; 2025Q2: 4,730 shares; 2025Q3: 12,230 shares; 2025Q4: 12,230 shares 12,230 $263K 0.01% 0 Timeline ARTY 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: 2,499 shares; 2024Q4: 2,639 shares; 2025Q1: 5,822 shares; 2025Q2: 3,928 shares; 2025Q3: 5,034 shares; 2025Q4: 5,458 shares 5,458 $263K 0.01% +424 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,372 shares; 2024Q4: 4,228 shares; 2025Q1: 13,195 shares; 2025Q2: 5,991 shares; 2025Q3: 3,397 shares; 2025Q4: 3,326 shares 3,326 $263K 0.01% -71 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 69 shares; 2025Q2: 35 shares; 2025Q3: 36 shares; 2025Q4: 36 shares 36 $263K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,311 shares; 2025Q1: 7,498 shares; 2025Q2: 5,330 shares; 2025Q3: 4,194 shares; 2025Q4: 3,902 shares 3,902 $262K 0.01% -292 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,346 shares; 2025Q1: 11,205 shares; 2025Q2: 6,065 shares; 2025Q3: 6,179 shares; 2025Q4: 6,299 shares 6,299 $260K 0.01% +120 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: 2,088 shares; 2024Q4: 2,107 shares; 2025Q1: 5,194 shares; 2025Q2: 3,138 shares; 2025Q3: 2,015 shares; 2025Q4: 2,009 shares 2,009 $259K 0.01% -6 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 6,381 shares; 2025Q1: 6,381 shares; 2025Q2: 6,381 shares; 2025Q3: 6,221 shares; 2025Q4: 6,221 shares 6,221 $258K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 4,538 shares; 2025Q1: 11,520 shares; 2025Q2: 7,005 shares; 2025Q3: 6,396 shares; 2025Q4: 4,396 shares 4,396 $257K 0.01% -2,000 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 44,862 shares; 2025Q2: 19,835 shares; 2025Q3: 24,004 shares; 2025Q4: 24,004 shares 24,004 $257K 0.01% 0 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,246 shares; 2025Q1: 2,830 shares; 2025Q2: 1,857 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares 1,967 $257K 0.01% 0 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 4,140 shares; 2025Q2: 3,105 shares; 2025Q3: 3,105 shares; 2025Q4: 3,105 shares 3,105 $257K 0.01% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,598 shares; 2024Q4: 4,598 shares; 2025Q1: 3,598 shares; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 5,032 shares 5,032 $254K 0.01% +1,434 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 4,545 shares; 2025Q2: 1,697 shares; 2025Q3: 3,915 shares; 2025Q4: 3,927 shares 3,927 $253K 0.01% +12 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 4,715 shares 4,715 $249K 0.01% +4,405 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 5,251 shares; 2025Q1: 14,721 shares; 2025Q2: 5,892 shares; 2025Q3: 4,838 shares; 2025Q4: 6,760 shares 6,760 $249K 0.01% +1,922 Timeline TUG LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,805 shares; 2025Q1: 19,137 shares; 2025Q2: 11,844 shares; 2025Q3: 12,038 shares; 2025Q4: 6,268 shares 6,268 $249K 0.01% -5,770 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 3,082 shares; 2025Q1: 19,121 shares; 2025Q2: 5,664 shares; 2025Q3: 4,978 shares; 2025Q4: 4,584 shares 4,584 $247K 0.01% -394 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,987 shares; 2025Q1: 9,912 shares; 2025Q2: 11,425 shares; 2025Q3: 8,746 shares; 2025Q4: 8,746 shares 8,746 $246K 0.01% 0 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares 5,300 $246K 0.01% 0 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: 2,468 shares; 2024Q4: 2,062 shares; 2025Q1: 6,383 shares; 2025Q2: 4,196 shares; 2025Q3: 4,107 shares; 2025Q4: 4,087 shares 4,087 $245K 0.01% -20 Timeline AVIE 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: 3,051 shares; 2025Q1: 6,849 shares; 2025Q2: 3,247 shares; 2025Q3: 3,380 shares; 2025Q4: 3,717 shares 3,717 $245K 0.01% +337 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 343 shares; 2025Q1: 313 shares; 2025Q2: 2,138 shares; 2025Q3: 2,078 shares; 2025Q4: 2,253 shares 2,253 $244K 0.01% +175 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 304 shares; 2025Q1: 4,180 shares; 2025Q2: 4,409 shares; 2025Q3: 404 shares; 2025Q4: 404 shares 404 $244K 0.01% 0 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 7,627 shares 7,627 $244K 0.01% +6,646 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,288 shares; 2025Q1: 65,286 shares; 2025Q2: 5,252 shares; 2025Q3: 9,702 shares; 2025Q4: 9,702 shares 9,702 $244K 0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,349 shares; 2024Q4: 8,986 shares; 2025Q1: 17,989 shares; 2025Q2: 8,752 shares; 2025Q3: 8,513 shares; 2025Q4: 10,263 shares 10,263 $243K 0.01% +1,750 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,338 shares; 2025Q1: 6,086 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 2,674 shares 2,674 $242K 0.01% -556 Timeline RDIV 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: 4,950 shares; 2024Q4: 5,125 shares; 2025Q1: 5,469 shares; 2025Q2: 5,156 shares; 2025Q3: 5,118 shares; 2025Q4: 4,625 shares 4,625 $241K 0.01% -493 Timeline BBMC 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: 920 shares; 2024Q4: 996 shares; 2025Q1: 3,118 shares; 2025Q2: 1,630 shares; 2025Q3: 2,136 shares; 2025Q4: 2,252 shares 2,252 $240K 0.01% +116 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 255 shares; 2025Q1: 1,089 shares; 2025Q2: 849 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $240K 0.01% 0 Timeline PWB 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: 15,910 shares; 2024Q4: 12,892 shares; 2025Q1: 2,504 shares; 2025Q2: 2,295 shares; 2025Q3: 2,180 shares; 2025Q4: 1,874 shares 1,874 $238K 0.01% -306 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,524 shares; 2025Q4: 2,372 shares 2,372 $238K 0.01% -152 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,102 shares; 2025Q2: 7,566 shares; 2025Q3: 7,834 shares; 2025Q4: 16,233 shares 16,233 $238K 0.01% +8,399 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 984 shares; 2025Q1: 1,853 shares; 2025Q2: 1,940 shares; 2025Q3: 1,949 shares; 2025Q4: 2,163 shares 2,163 $237K 0.01% +214 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 4,894 shares 4,894 $237K 0.01% new Timeline IBDS 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 13,840 shares; 2025Q2: 9,620 shares; 2025Q3: 9,620 shares; 2025Q4: 9,620 shares 9,620 $234K 0.01% 0 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC 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: not reported; 2025Q2: 119 shares; 2025Q3: 224 shares; 2025Q4: 7,614 shares 7,614 $234K 0.01% +7,390 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 6,470 shares; 2025Q1: 20,080 shares; 2025Q2: 13,910 shares; 2025Q3: 15,529 shares; 2025Q4: 15,215 shares 15,215 $233K 0.01% -314 Timeline IYT 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: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 7,472 shares; 2025Q2: 5,304 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares 3,132 $233K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 373 shares; 2025Q1: 859 shares; 2025Q2: 415 shares; 2025Q3: 338 shares; 2025Q4: 676 shares 676 $233K 0.01% +338 Timeline GDE 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: 3,291 shares; 2025Q4: 3,779 shares 3,779 $233K 0.01% +488 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,977 shares; 2025Q1: 12,902 shares; 2025Q2: 7,279 shares; 2025Q3: 5,358 shares; 2025Q4: 5,334 shares 5,334 $232K 0.01% -24 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 10,000 shares; 2025Q1: 4,700 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 3,330 shares 3,330 $232K 0.01% -900 Timeline RFV 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 1,806 shares 1,806 $231K 0.01% +1,713 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 371 shares; 2025Q2: 671 shares; 2025Q3: 650 shares; 2025Q4: 2,900 shares 2,900 $231K 0.01% +2,250 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: not reported; 2024Q4: 1,511 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares 1,511 $230K 0.01% 0 Timeline MLRG 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: 3,125 shares; 2024Q4: 3,201 shares; 2025Q1: 7,216 shares; 2025Q2: 2,415 shares; 2025Q3: 2,422 shares; 2025Q4: 2,429 shares 2,429 $229K 0.01% +7 Timeline FUTY 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: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 8,730 shares; 2025Q2: 4,297 shares; 2025Q3: 4,755 shares; 2025Q4: 4,139 shares 4,139 $229K 0.01% -616 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,647 shares; 2024Q4: 10,647 shares; 2025Q1: 10,647 shares; 2025Q2: 10,647 shares; 2025Q3: 10,647 shares; 2025Q4: 10,647 shares 10,647 $228K 0.01% 0 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 4,855 shares; 2025Q4: 6,783 shares 6,783 $226K 0.01% +1,928 Timeline FLRT 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: 3,924 shares; 2024Q4: 4,024 shares; 2025Q1: 8,748 shares; 2025Q2: 4,724 shares; 2025Q3: 4,770 shares; 2025Q4: 4,770 shares 4,770 $225K 0.01% 0 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,364 shares; 2025Q1: 5,014 shares; 2025Q2: 2,628 shares; 2025Q3: 2,732 shares; 2025Q4: 2,574 shares 2,574 $224K 0.01% -158 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,117 shares; 2025Q1: 14,540 shares; 2025Q2: 7,202 shares; 2025Q3: 7,042 shares; 2025Q4: 6,742 shares 6,742 $223K 0.01% -300 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,555 shares; 2025Q1: 4,301 shares; 2025Q2: 4,400 shares; 2025Q3: 4,047 shares; 2025Q4: 5,599 shares 5,599 $222K 0.01% +1,552 Timeline ICOW 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: 1,131 shares; 2024Q4: 1,061 shares; 2025Q1: 14,450 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 5,725 shares 5,725 $221K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 686 shares; 2025Q1: 762 shares; 2025Q2: 836 shares; 2025Q3: 699 shares; 2025Q4: 701 shares 701 $221K 0.01% +2 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,792 shares; 2024Q4: 7,792 shares; 2025Q1: 15,984 shares; 2025Q2: 7,792 shares; 2025Q3: 7,242 shares; 2025Q4: 7,242 shares 7,242 $221K 0.01% 0 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,150 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,400 shares 2,400 $219K 0.01% -125 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 50 shares; 2025Q2: 59 shares; 2025Q3: 1,200 shares; 2025Q4: 1,650 shares 1,650 $219K 0.01% +450 Timeline FXR 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: 1,681 shares; 2024Q4: 1,459 shares; 2025Q1: 4,332 shares; 2025Q2: 2,725 shares; 2025Q3: 2,729 shares; 2025Q4: 2,734 shares 2,734 $218K 0.01% +5 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 433 shares; 2025Q2: 415 shares; 2025Q3: 128 shares; 2025Q4: 2,875 shares 2,875 $217K 0.01% +2,747 Timeline QUS 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: 19,517 shares; 2024Q4: 12,679 shares; 2025Q1: 20,975 shares; 2025Q2: 871 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares 1,238 $216K 0.01% 0 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,512 shares; 2024Q4: 3,691 shares; 2025Q1: 11,073 shares; 2025Q2: 7,382 shares; 2025Q3: 7,382 shares; 2025Q4: 7,382 shares 7,382 $215K 0.01% 0 Timeline HERD 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: 3,275 shares; 2024Q4: 4,005 shares; 2025Q1: 4,252 shares; 2025Q2: 4,461 shares; 2025Q3: 4,938 shares; 2025Q4: 4,938 shares 4,938 $215K 0.01% 0 Timeline IDMO 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: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,919 shares; 2025Q4: 3,830 shares 3,830 $213K 0.01% +1,911 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,966 shares; 2025Q1: 4,344 shares; 2025Q2: 3,921 shares; 2025Q3: 1,246 shares; 2025Q4: 1,240 shares 1,240 $212K 0.01% -6 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 108,945 shares; 2025Q2: 106,406 shares; 2025Q3: 7,695 shares; 2025Q4: 8,092 shares 8,092 $210K 0.01% +397 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: 6,367 shares; 2024Q4: 5,592 shares; 2025Q1: 9,497 shares; 2025Q2: 4,590 shares; 2025Q3: 5,326 shares; 2025Q4: 5,329 shares 5,329 $210K 0.01% +3 Timeline LUNA LUNA INNOVATIONS INC COM STK More: the full row for LUNA INNOVATIONS INC COM STK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,300 shares; 2024Q4: 94,300 shares; 2025Q1: 285,900 shares; 2025Q2: 191,600 shares; 2025Q3: 191,600 shares; 2025Q4: 182,600 shares 182,600 $210K 0.01% -9,000 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 12,831 shares; 2025Q1: 24,852 shares; 2025Q2: 10,646 shares; 2025Q3: 15,089 shares; 2025Q4: 11,836 shares 11,836 $210K 0.01% -3,253 Timeline ABOT ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,013 shares; 2024Q4: 2,662 shares; 2025Q1: 7,986 shares; 2025Q2: 5,324 shares; 2025Q3: 5,324 shares; 2025Q4: 5,324 shares 5,324 $208K 0.01% 0 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: 6,906 shares; 2025Q1: 15,440 shares; 2025Q2: 6,608 shares; 2025Q3: 4,621 shares; 2025Q4: 4,329 shares 4,329 $208K 0.01% -292 Timeline HYZD 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: 8,459 shares; 2024Q4: 8,798 shares; 2025Q1: 8,248 shares; 2025Q2: 9,014 shares; 2025Q3: 8,838 shares; 2025Q4: 9,188 shares 9,188 $207K 0.01% +350 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 2,197 shares; 2025Q2: 1,242 shares; 2025Q3: 937 shares; 2025Q4: 946 shares 946 $206K 0.01% +9 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 107 shares; 2025Q1: 641 shares; 2025Q2: 275 shares; 2025Q3: 1,480 shares; 2025Q4: 1,430 shares 1,430 $205K 0.01% -50 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: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,240 shares; 2025Q3: 6,240 shares; 2025Q4: 6,240 shares 6,240 $205K 0.01% 0 Timeline IEUR 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: 1,539 shares; 2024Q4: 1,539 shares; 2025Q1: 4,517 shares; 2025Q2: 2,978 shares; 2025Q3: 2,878 shares; 2025Q4: 2,878 shares 2,878 $204K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 194 shares; 2025Q2: 111 shares; 2025Q3: 106 shares; 2025Q4: 95 shares 95 $204K <0.01% -11 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: 337 shares; 2024Q4: 338 shares; 2025Q1: 238 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 1,878 shares 1,878 $204K <0.01% +1,700 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,848 shares; 2024Q4: 12,806 shares; 2025Q1: 34,870 shares; 2025Q2: 13,818 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares 1,907 $203K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 991 shares; 2025Q1: 2,553 shares; 2025Q2: 1,372 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares 1,311 $203K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 910 shares; 2025Q1: 3,605 shares; 2025Q2: 1,987 shares; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares 1,979 $203K <0.01% 0 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: 9,412 shares; 2024Q4: 10,736 shares; 2025Q1: 24,345 shares; 2025Q2: 11,918 shares; 2025Q3: 8,016 shares; 2025Q4: 7,174 shares 7,174 $203K <0.01% -842 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 5,670 shares; 2025Q1: 4,093 shares; 2025Q2: 17,143 shares; 2025Q3: 22,995 shares; 2025Q4: 15,495 shares 15,495 $202K <0.01% -7,500 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,633 shares; 2025Q1: 6,532 shares; 2025Q2: 4,899 shares; 2025Q3: 4,899 shares; 2025Q4: 4,899 shares 4,899 $201K <0.01% 0 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: 2,454 shares; 2024Q4: 2,679 shares; 2025Q1: 5,163 shares; 2025Q2: 1,876 shares; 2025Q3: 1,819 shares; 2025Q4: 1,819 shares 1,819 $200K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 5,906 shares; 2025Q1: 16,890 shares; 2025Q2: 6,789 shares; 2025Q3: 2,457 shares; 2025Q4: 2,496 shares 2,496 $200K <0.01% +39 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 1,304 shares 1,304 $200K <0.01% +866 Timeline AAPR 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: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $199K <0.01% 0 Timeline BKLN 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: 20,533 shares; 2024Q4: 13,499 shares; 2025Q1: 66,412 shares; 2025Q2: 29,298 shares; 2025Q3: 9,252 shares; 2025Q4: 9,449 shares 9,449 $198K <0.01% +197 Timeline RPG 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: 4,720 shares; 2024Q4: 4,720 shares; 2025Q1: 4,720 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares 4,245 $198K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 2,269 shares; 2025Q2: 1,494 shares; 2025Q3: 1,452 shares; 2025Q4: 1,450 shares 1,450 $197K <0.01% -2 Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,996 shares; 2025Q1: 20,988 shares; 2025Q2: 6,996 shares; 2025Q3: 6,496 shares; 2025Q4: 6,496 shares 6,496 $197K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,186 shares; 2025Q1: 3,490 shares; 2025Q2: 2,265 shares; 2025Q3: 2,156 shares; 2025Q4: 1,992 shares 1,992 $197K <0.01% -164 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 3,313 shares; 2025Q1: 10,855 shares; 2025Q2: 5,072 shares; 2025Q3: 2,391 shares; 2025Q4: 2,286 shares 2,286 $196K <0.01% -105 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 3,300 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $195K <0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 561 shares; 2025Q1: 1,089 shares; 2025Q2: 1,088 shares; 2025Q3: 1,820 shares; 2025Q4: 3,320 shares 3,320 $195K <0.01% +1,500 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 627 shares; 2025Q1: 1,288 shares; 2025Q2: 611 shares; 2025Q3: 392 shares; 2025Q4: 1,577 shares 1,577 $194K <0.01% +1,185 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 653 shares; 2025Q1: 2,089 shares; 2025Q2: 861 shares; 2025Q3: 792 shares; 2025Q4: 1,734 shares 1,734 $191K <0.01% +942 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 755 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 3,895 shares 3,895 $191K <0.01% +3,425 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 539 shares; 2025Q1: 1,589 shares; 2025Q2: 955 shares; 2025Q3: 1,019 shares; 2025Q4: 1,141 shares 1,141 $190K <0.01% +122 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: 1,058 shares; 2024Q4: 682 shares; 2025Q1: 2,037 shares; 2025Q2: 1,333 shares; 2025Q3: 1,765 shares; 2025Q4: 1,774 shares 1,774 $189K <0.01% +9 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,011 shares; 2025Q1: 3,033 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 1,014 shares 1,014 $188K <0.01% +2 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,262 shares; 2025Q1: 14,356 shares; 2025Q2: 7,770 shares; 2025Q3: 4,642 shares; 2025Q4: 4,572 shares 4,572 $188K <0.01% -70 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,833 shares; 2025Q1: 8,042 shares; 2025Q2: 2,673 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares 1,667 $186K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,260 shares; 2025Q1: 6,464 shares; 2025Q2: 11,208 shares; 2025Q3: 6,035 shares; 2025Q4: 8,290 shares 8,290 $186K <0.01% +2,255 Timeline PRN 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,065 shares 1,065 $186K <0.01% +60 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 2,678 shares; 2025Q1: 6,367 shares; 2025Q2: 4,250 shares; 2025Q3: 2,560 shares; 2025Q4: 2,563 shares 2,563 $186K <0.01% +3 Timeline UPGD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $185K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 75 shares; 2025Q1: 263 shares; 2025Q2: 120 shares; 2025Q3: 38 shares; 2025Q4: 756 shares 756 $184K <0.01% +718 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: 6,817 shares; 2024Q4: 6,529 shares; 2025Q1: 6,205 shares; 2025Q2: 5,559 shares; 2025Q3: 5,471 shares; 2025Q4: 5,471 shares 5,471 $183K <0.01% 0 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: 5,431 shares; 2024Q4: 5,324 shares; 2025Q1: 13,057 shares; 2025Q2: 7,791 shares; 2025Q3: 7,090 shares; 2025Q4: 7,090 shares 7,090 $183K <0.01% 0 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 274,045 shares; 2025Q2: 376,695 shares; 2025Q3: 5,071 shares; 2025Q4: 6,870 shares 6,870 $182K <0.01% +1,799 Timeline FTQI 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: 8,698 shares 8,698 $181K <0.01% new Timeline ILCV 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: 1,070 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,918 shares 1,918 $181K <0.01% +18 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 5,097 shares; 2025Q3: 7,268 shares; 2025Q4: 8,097 shares 8,097 $179K <0.01% +829 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 5,334 shares; 2025Q1: 5,334 shares; 2025Q2: 5,334 shares; 2025Q3: 5,334 shares; 2025Q4: 5,334 shares 5,334 $179K <0.01% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 4,596 shares 4,596 $179K <0.01% +4,346 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,120 shares; 2025Q1: 14,429 shares; 2025Q2: 6,224 shares; 2025Q3: 5,624 shares; 2025Q4: 5,624 shares 5,624 $178K <0.01% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 6,490 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares 4,245 $178K <0.01% 0 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: not reported; 2024Q4: 2,215 shares; 2025Q1: 6,922 shares; 2025Q2: 2,738 shares; 2025Q3: 425 shares; 2025Q4: 416 shares 416 $177K <0.01% -9 Timeline XPND 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: 6,098 shares; 2024Q4: 5,365 shares; 2025Q1: 3,654 shares; 2025Q2: 3,228 shares; 2025Q3: 4,884 shares; 2025Q4: 4,884 shares 4,884 $176K <0.01% 0 Timeline LGOV 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: 106,348 shares; 2024Q4: 110,094 shares; 2025Q1: 24,130 shares; 2025Q2: 7,185 shares; 2025Q3: 7,185 shares; 2025Q4: 7,935 shares 7,935 $173K <0.01% +750 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,521 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares 1,227 $173K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,158 shares; 2024Q4: 35,214 shares; 2025Q1: 118,483 shares; 2025Q2: 61,632 shares; 2025Q3: 5,576 shares; 2025Q4: 4,558 shares 4,558 $173K <0.01% -1,018 Timeline KXI 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: 888 shares; 2024Q4: 888 shares; 2025Q1: 3,552 shares; 2025Q2: 2,664 shares; 2025Q3: 2,664 shares; 2025Q4: 2,664 shares 2,664 $172K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 605 shares; 2025Q1: 704 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares 1,306 $172K <0.01% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,225 shares; 2024Q4: 53,775 shares; 2025Q1: 90,300 shares; 2025Q2: 45,050 shares; 2025Q3: 42,400 shares; 2025Q4: 48,200 shares 48,200 $172K <0.01% +5,800 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,979 shares; 2025Q1: 8,214 shares; 2025Q2: 5,760 shares; 2025Q3: 4,088 shares; 2025Q4: 3,698 shares 3,698 $171K <0.01% -390 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,135 shares; 2025Q1: 2,532 shares; 2025Q2: 1,538 shares; 2025Q3: 985 shares; 2025Q4: 985 shares 985 $170K <0.01% 0 Timeline DOCT 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: 1,279 shares; 2025Q1: 5,116 shares; 2025Q2: 3,837 shares; 2025Q3: 3,837 shares; 2025Q4: 3,837 shares 3,837 $170K <0.01% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 29,867 shares; 2025Q2: 47,811 shares; 2025Q3: 4,551 shares; 2025Q4: 6,451 shares 6,451 $170K <0.01% +1,900 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,780 shares; 2025Q1: 1,781 shares; 2025Q2: 1,783 shares; 2025Q3: 1,785 shares; 2025Q4: 1,666 shares 1,666 $170K <0.01% -119 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,250 shares; 2025Q2: 1,398 shares; 2025Q3: 1,398 shares; 2025Q4: 1,298 shares 1,298 $169K <0.01% -100 Timeline HEWJ 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $169K <0.01% 0 Timeline ICF 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: 2,806 shares; 2024Q4: 2,806 shares; 2025Q1: 6,418 shares; 2025Q2: 2,811 shares; 2025Q3: 2,816 shares; 2025Q4: 2,826 shares 2,826 $169K <0.01% +10 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,760 shares; 2025Q4: 50,860 shares 50,860 $168K <0.01% +47,100 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 1,872 shares; 2025Q1: 4,258 shares; 2025Q2: 2,415 shares; 2025Q3: 2,390 shares; 2025Q4: 2,441 shares 2,441 $167K <0.01% +51 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: not reported; 2024Q4: 2,714 shares; 2025Q1: 8,057 shares; 2025Q2: 4,172 shares; 2025Q3: 4,172 shares; 2025Q4: 4,172 shares 4,172 $167K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 242 shares; 2025Q1: 749 shares; 2025Q2: 379 shares; 2025Q3: 268 shares; 2025Q4: 246 shares 246 $166K <0.01% -22 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,050 shares; 2025Q1: 28,577 shares; 2025Q2: 25,415 shares; 2025Q3: 34,415 shares; 2025Q4: 19,465 shares 19,465 $166K <0.01% -14,950 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 3,545 shares; 2025Q3: 3,880 shares; 2025Q4: 3,395 shares 3,395 $166K <0.01% -485 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,060 shares; 2025Q1: 5,015 shares; 2025Q2: 2,851 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares 2,740 $166K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,241 shares; 2025Q1: 10,304 shares; 2025Q2: 4,465 shares; 2025Q3: 4,793 shares; 2025Q4: 4,763 shares 4,763 $164K <0.01% -30 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 1,215 shares; 2025Q2: 1,090 shares; 2025Q3: 904 shares; 2025Q4: 904 shares 904 $164K <0.01% 0 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: 3,113 shares; 2025Q1: 7,226 shares; 2025Q2: 4,113 shares; 2025Q3: 4,113 shares; 2025Q4: 4,113 shares 4,113 $163K <0.01% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,636 shares; 2024Q4: 21,966 shares; 2025Q1: 48,257 shares; 2025Q2: 19,142 shares; 2025Q3: 18,488 shares; 2025Q4: 17,753 shares 17,753 $163K <0.01% -735 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 5,919 shares; 2025Q1: 9,413 shares; 2025Q2: 4,667 shares; 2025Q3: 4,463 shares; 2025Q4: 4,463 shares 4,463 $163K <0.01% 0 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: 1,244 shares; 2024Q4: 1,199 shares; 2025Q1: 3,062 shares; 2025Q2: 2,221 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares 1,661 $162K <0.01% 0 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,487 shares; 2024Q4: 19,493 shares; 2025Q1: 46,383 shares; 2025Q2: 23,624 shares; 2025Q3: 19,451 shares; 2025Q4: 16,171 shares 16,171 $162K <0.01% -3,280 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $162K <0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 261 shares; 2025Q1: 1,523 shares; 2025Q2: 704 shares; 2025Q3: 690 shares; 2025Q4: 1,859 shares 1,859 $162K <0.01% +1,169 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 110 shares; 2025Q2: 61 shares; 2025Q3: 46 shares; 2025Q4: 662 shares 662 $161K <0.01% +616 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 4,004 shares; 2025Q4: 4,004 shares 4,004 $161K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 265 shares; 2025Q1: 1,549 shares; 2025Q2: 938 shares; 2025Q3: 524 shares; 2025Q4: 567 shares 567 $161K <0.01% +43 Timeline SKYY 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 3,002 shares; 2025Q2: 1,216 shares; 2025Q3: 1,316 shares; 2025Q4: 1,230 shares 1,230 $160K <0.01% -86 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: 1,872 shares; 2024Q4: 2,038 shares; 2025Q1: 4,046 shares; 2025Q2: 4,480 shares; 2025Q3: 4,272 shares; 2025Q4: 3,964 shares 3,964 $159K <0.01% -308 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,497 shares; 2025Q1: 13,884 shares; 2025Q2: 6,386 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares 2,546 $159K <0.01% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 1,687 shares; 2025Q1: 5,320 shares; 2025Q2: 3,464 shares; 2025Q3: 3,254 shares; 2025Q4: 1,654 shares 1,654 $159K <0.01% -1,600 Timeline