LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 321 shares; 2025Q1: not loaded; 2025Q2: 294 shares; 2025Q3: 2,209 shares; 2025Q4: 4,321 shares 4,321 $1.59M 0.03% +2,112 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 961 shares; 2025Q1: not loaded; 2025Q2: 592 shares; 2025Q3: 495 shares; 2025Q4: 1,575 shares 1,575 $1.59M 0.03% +1,080 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,240 shares; 2025Q1: not loaded; 2025Q2: 2,668 shares; 2025Q3: 7,647 shares; 2025Q4: 8,733 shares 8,733 $1.59M 0.03% +1,086 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: 849 shares; 2024Q4: 947 shares; 2025Q1: not loaded; 2025Q2: 1,481 shares; 2025Q3: 1,467 shares; 2025Q4: 2,778 shares 2,778 $1.58M 0.03% +1,311 Timeline CALF 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: 10,634 shares; 2024Q4: 9,463 shares; 2025Q1: not loaded; 2025Q2: 37,124 shares; 2025Q3: 38,559 shares; 2025Q4: 35,565 shares 35,565 $1.58M 0.03% -2,994 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,184 shares; 2024Q4: 10,771 shares; 2025Q1: not loaded; 2025Q2: 11,182 shares; 2025Q3: 10,750 shares; 2025Q4: 11,177 shares 11,177 $1.58M 0.03% +427 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,220 shares; 2024Q4: 8,107 shares; 2025Q1: not loaded; 2025Q2: 10,177 shares; 2025Q3: 10,472 shares; 2025Q4: 12,442 shares 12,442 $1.57M 0.03% +1,970 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: 6,796 shares; 2024Q4: 6,666 shares; 2025Q1: not loaded; 2025Q2: 6,762 shares; 2025Q3: 6,940 shares; 2025Q4: 7,010 shares 7,010 $1.56M 0.03% +70 Timeline DDWM 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 loaded; 2025Q2: 33,223 shares; 2025Q3: 34,269 shares; 2025Q4: 35,892 shares 35,892 $1.56M 0.03% +1,623 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: not loaded; 2025Q2: 2,805 shares; 2025Q3: 10,142 shares; 2025Q4: 43,688 shares 43,688 $1.56M 0.03% +33,546 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: 64,906 shares; 2024Q4: 52,743 shares; 2025Q1: not loaded; 2025Q2: 59,469 shares; 2025Q3: 65,567 shares; 2025Q4: 118,660 shares 118,660 $1.56M 0.03% +53,093 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: 9,898 shares; 2024Q4: 9,755 shares; 2025Q1: not loaded; 2025Q2: 13,510 shares; 2025Q3: 30,902 shares; 2025Q4: 35,678 shares 35,678 $1.56M 0.03% +4,776 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: 19,311 shares; 2024Q4: 20,148 shares; 2025Q1: not loaded; 2025Q2: 20,249 shares; 2025Q3: 22,030 shares; 2025Q4: 25,803 shares 25,803 $1.55M 0.03% +3,773 Timeline EMBD 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: not loaded; 2025Q2: 19,864 shares; 2025Q3: 28,922 shares; 2025Q4: 64,285 shares 64,285 $1.54M 0.03% +35,363 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,107 shares; 2024Q4: 84,992 shares; 2025Q1: not loaded; 2025Q2: 78,509 shares; 2025Q3: 74,094 shares; 2025Q4: 79,659 shares 79,659 $1.54M 0.03% +5,565 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,906 shares; 2024Q4: 26,715 shares; 2025Q1: not loaded; 2025Q2: 20,458 shares; 2025Q3: 74,725 shares; 2025Q4: 76,077 shares 76,077 $1.54M 0.03% +1,352 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 983 shares; 2025Q1: not loaded; 2025Q2: 6,860 shares; 2025Q3: 6,975 shares; 2025Q4: 6,840 shares 6,840 $1.54M 0.03% -135 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,602 shares; 2024Q4: 49,586 shares; 2025Q1: not loaded; 2025Q2: 103,797 shares; 2025Q3: 71,680 shares; 2025Q4: 58,648 shares 58,648 $1.54M 0.03% -13,032 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 341 shares; 2025Q1: not loaded; 2025Q2: 14,204 shares; 2025Q3: 15,219 shares; 2025Q4: 16,437 shares 16,437 $1.53M 0.03% +1,218 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 3,647 shares; 2025Q1: not loaded; 2025Q2: 11,987 shares; 2025Q3: 11,482 shares; 2025Q4: 26,672 shares 26,672 $1.53M 0.03% +15,190 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: 15,253 shares; 2024Q4: 22,974 shares; 2025Q1: not loaded; 2025Q2: 25,306 shares; 2025Q3: 26,057 shares; 2025Q4: 27,024 shares 27,024 $1.53M 0.03% +967 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,092 shares; 2024Q4: 9,140 shares; 2025Q1: not loaded; 2025Q2: 10,310 shares; 2025Q3: 8,889 shares; 2025Q4: 11,681 shares 11,681 $1.51M 0.03% +2,792 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: 14,423 shares; 2024Q4: 13,931 shares; 2025Q1: not loaded; 2025Q2: 13,017 shares; 2025Q3: 14,171 shares; 2025Q4: 25,571 shares 25,571 $1.5M 0.03% +11,400 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,645 shares; 2024Q4: 12,129 shares; 2025Q1: not loaded; 2025Q2: 13,839 shares; 2025Q3: 13,673 shares; 2025Q4: 15,231 shares 15,231 $1.5M 0.03% +1,558 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,083 shares; 2024Q4: 20,191 shares; 2025Q1: not loaded; 2025Q2: 22,438 shares; 2025Q3: 19,142 shares; 2025Q4: 31,807 shares 31,807 $1.5M 0.03% +12,665 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,686 shares; 2025Q1: not loaded; 2025Q2: 2,602 shares; 2025Q3: 2,704 shares; 2025Q4: 9,362 shares 9,362 $1.49M 0.03% +6,658 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: not loaded; 2025Q2: 53,022 shares; 2025Q3: 66,661 shares; 2025Q4: 70,466 shares 70,466 $1.49M 0.03% +3,805 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 6,008 shares; 2025Q1: not loaded; 2025Q2: 6,308 shares; 2025Q3: 5,973 shares; 2025Q4: 7,679 shares 7,679 $1.49M 0.03% +1,706 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 38,140 shares 38,140 $1.48M 0.03% new Timeline EPS 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: 19,346 shares; 2024Q4: 17,670 shares; 2025Q1: not loaded; 2025Q2: 21,110 shares; 2025Q3: 21,112 shares; 2025Q4: 20,879 shares 20,879 $1.48M 0.03% -233 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 9,924 shares; 2025Q1: not loaded; 2025Q2: 10,188 shares; 2025Q3: 9,644 shares; 2025Q4: 10,198 shares 10,198 $1.48M 0.03% +554 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: 21,040 shares; 2024Q4: 25,675 shares; 2025Q1: not loaded; 2025Q2: 15,259 shares; 2025Q3: 16,458 shares; 2025Q4: 19,883 shares 19,883 $1.46M 0.03% +3,425 Timeline INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,823 shares 42,823 $1.46M 0.03% new 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: 9,881 shares; 2024Q4: 10,592 shares; 2025Q1: not loaded; 2025Q2: 10,074 shares; 2025Q3: 10,731 shares; 2025Q4: 13,245 shares 13,245 $1.46M 0.03% +2,514 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: 18,278 shares; 2024Q4: 18,385 shares; 2025Q1: not loaded; 2025Q2: 20,607 shares; 2025Q3: 21,270 shares; 2025Q4: 26,808 shares 26,808 $1.44M 0.03% +5,538 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,448 shares; 2025Q1: not loaded; 2025Q2: 2,696 shares; 2025Q3: 3,597 shares; 2025Q4: 24,673 shares 24,673 $1.44M 0.03% +21,076 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: 30,859 shares; 2024Q4: 30,627 shares; 2025Q1: not loaded; 2025Q2: 30,125 shares; 2025Q3: 29,806 shares; 2025Q4: 31,576 shares 31,576 $1.44M 0.03% +1,770 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 4,127 shares; 2025Q1: not loaded; 2025Q2: 4,413 shares; 2025Q3: 4,462 shares; 2025Q4: 4,753 shares 4,753 $1.43M 0.03% +291 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 6,028 shares; 2025Q1: not loaded; 2025Q2: 15,344 shares; 2025Q3: 9,141 shares; 2025Q4: 22,825 shares 22,825 $1.43M 0.03% +13,684 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: 11,566 shares; 2024Q4: 9,418 shares; 2025Q1: not loaded; 2025Q2: 14,380 shares; 2025Q3: 18,501 shares; 2025Q4: 26,467 shares 26,467 $1.43M 0.03% +7,966 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 1,103 shares; 2025Q1: not loaded; 2025Q2: 614 shares; 2025Q3: 514 shares; 2025Q4: 1,072 shares 1,072 $1.43M 0.03% +558 Timeline BBUS 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: 3,639 shares; 2024Q4: 3,686 shares; 2025Q1: not loaded; 2025Q2: 9,297 shares; 2025Q3: 11,561 shares; 2025Q4: 11,512 shares 11,512 $1.42M 0.03% -49 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: 1,087 shares; 2024Q4: 59,482 shares; 2025Q1: not loaded; 2025Q2: 59,354 shares; 2025Q3: 59,723 shares; 2025Q4: 60,401 shares 60,401 $1.41M 0.03% +678 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: 9,946 shares; 2024Q4: 4,366 shares; 2025Q1: not loaded; 2025Q2: 1,680 shares; 2025Q3: 1,854 shares; 2025Q4: 9,119 shares 9,119 $1.41M 0.03% +7,265 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: 7,849 shares; 2024Q4: 6,548 shares; 2025Q1: not loaded; 2025Q2: 9,362 shares; 2025Q3: 9,425 shares; 2025Q4: 16,485 shares 16,485 $1.41M 0.03% +7,060 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,508 shares; 2024Q4: 16,232 shares; 2025Q1: not loaded; 2025Q2: 9,827 shares; 2025Q3: 9,351 shares; 2025Q4: 12,762 shares 12,762 $1.41M 0.02% +3,411 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: not reported; 2024Q4: 156 shares; 2025Q1: not loaded; 2025Q2: 196 shares; 2025Q3: 2,812 shares; 2025Q4: 16,684 shares 16,684 $1.4M 0.02% +13,872 Timeline AIVL 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 loaded; 2025Q2: 12,118 shares; 2025Q3: 12,118 shares; 2025Q4: 12,118 shares 12,118 $1.39M 0.02% 0 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: 38,373 shares; 2024Q4: 39,985 shares; 2025Q1: not loaded; 2025Q2: 44,282 shares; 2025Q3: 51,260 shares; 2025Q4: 57,060 shares 57,060 $1.39M 0.02% +5,800 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,286 shares; 2024Q4: 9,200 shares; 2025Q1: not loaded; 2025Q2: 9,150 shares; 2025Q3: 10,341 shares; 2025Q4: 9,807 shares 9,807 $1.39M 0.02% -534 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,945 shares; 2024Q4: 10,567 shares; 2025Q1: not loaded; 2025Q2: 10,747 shares; 2025Q3: 10,995 shares; 2025Q4: 10,945 shares 10,945 $1.39M 0.02% -50 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 33,928 shares; 2025Q3: 55,265 shares; 2025Q4: 55,692 shares 55,692 $1.39M 0.02% +427 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: 12,989 shares; 2024Q4: 13,704 shares; 2025Q1: not loaded; 2025Q2: 17,601 shares; 2025Q3: 19,043 shares; 2025Q4: 13,467 shares 13,467 $1.38M 0.02% -5,576 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: 10,519 shares; 2024Q4: 7,267 shares; 2025Q1: not loaded; 2025Q2: 8,190 shares; 2025Q3: 8,645 shares; 2025Q4: 9,746 shares 9,746 $1.37M 0.02% +1,101 Timeline HYD 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: 239 shares; 2024Q4: 8,985 shares; 2025Q1: not loaded; 2025Q2: 575 shares; 2025Q3: 747 shares; 2025Q4: 26,820 shares 26,820 $1.37M 0.02% +26,073 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 16,161 shares; 2025Q1: not loaded; 2025Q2: 44,846 shares; 2025Q3: 48,544 shares; 2025Q4: 51,566 shares 51,566 $1.37M 0.02% +3,022 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 133 shares; 2025Q1: not loaded; 2025Q2: 173 shares; 2025Q3: 240 shares; 2025Q4: 4,267 shares 4,267 $1.36M 0.02% +4,027 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: 1,490 shares; 2024Q4: 1,544 shares; 2025Q1: not loaded; 2025Q2: 4,593 shares; 2025Q3: 14,781 shares; 2025Q4: 22,763 shares 22,763 $1.36M 0.02% +7,982 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,813 shares; 2024Q4: 23,729 shares; 2025Q1: not loaded; 2025Q2: 32,161 shares; 2025Q3: 38,401 shares; 2025Q4: 49,283 shares 49,283 $1.35M 0.02% +10,882 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: 34,021 shares; 2024Q4: 30,130 shares; 2025Q1: not loaded; 2025Q2: 31,077 shares; 2025Q3: 30,313 shares; 2025Q4: 38,993 shares 38,993 $1.35M 0.02% +8,680 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 5,466 shares; 2025Q1: not loaded; 2025Q2: 42,478 shares; 2025Q3: 45,347 shares; 2025Q4: 50,484 shares 50,484 $1.35M 0.02% +5,137 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 19,538 shares; 2025Q1: not loaded; 2025Q2: 15,687 shares; 2025Q3: 12,266 shares; 2025Q4: 52,587 shares 52,587 $1.35M 0.02% +40,321 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 7,074 shares; 2025Q1: not loaded; 2025Q2: 5,784 shares; 2025Q3: 7,294 shares; 2025Q4: 15,052 shares 15,052 $1.34M 0.02% +7,758 Timeline EMHY 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: 58 shares; 2024Q4: 22 shares; 2025Q1: not loaded; 2025Q2: 30,288 shares; 2025Q3: 32,217 shares; 2025Q4: 33,092 shares 33,092 $1.34M 0.02% +875 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,360 shares; 2024Q4: 29,358 shares; 2025Q1: not loaded; 2025Q2: 16,267 shares; 2025Q3: 19,452 shares; 2025Q4: 26,371 shares 26,371 $1.33M 0.02% +6,919 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: 7,466 shares; 2024Q4: 7,461 shares; 2025Q1: not loaded; 2025Q2: 7,209 shares; 2025Q3: 12,875 shares; 2025Q4: 16,828 shares 16,828 $1.33M 0.02% +3,953 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,284 shares; 2024Q4: 14,832 shares; 2025Q1: not loaded; 2025Q2: 13,633 shares; 2025Q3: 14,854 shares; 2025Q4: 8,745 shares 8,745 $1.33M 0.02% -6,109 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 48 shares; 2025Q1: not loaded; 2025Q2: 293 shares; 2025Q3: 65 shares; 2025Q4: 389 shares 389 $1.32M 0.02% +324 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 24,084 shares; 2025Q1: not loaded; 2025Q2: 233 shares; 2025Q3: 23,160 shares; 2025Q4: 21,608 shares 21,608 $1.31M 0.02% -1,552 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,871 shares; 2024Q4: 51,340 shares; 2025Q1: not loaded; 2025Q2: 23,516 shares; 2025Q3: 69,615 shares; 2025Q4: 69,574 shares 69,574 $1.31M 0.02% -41 Timeline SOXQ 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: 8,403 shares; 2024Q4: 7,973 shares; 2025Q1: not loaded; 2025Q2: 22,550 shares; 2025Q3: 23,129 shares; 2025Q4: 23,318 shares 23,318 $1.3M 0.02% +189 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 4,862 shares; 2025Q1: not loaded; 2025Q2: 4,410 shares; 2025Q3: 5,276 shares; 2025Q4: 5,386 shares 5,386 $1.3M 0.02% +110 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,468 shares; 2025Q1: not loaded; 2025Q2: 2,024 shares; 2025Q3: 2,074 shares; 2025Q4: 6,996 shares 6,996 $1.3M 0.02% +4,922 Timeline TFI 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: 24,788 shares; 2024Q4: 29,016 shares; 2025Q1: not loaded; 2025Q2: 32,662 shares; 2025Q3: 27,482 shares; 2025Q4: 28,332 shares 28,332 $1.3M 0.02% +850 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,015 shares; 2024Q4: 14,741 shares; 2025Q1: not loaded; 2025Q2: 14,376 shares; 2025Q3: 14,490 shares; 2025Q4: 18,079 shares 18,079 $1.29M 0.02% +3,589 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: 1,665 shares; 2024Q4: 1,897 shares; 2025Q1: not loaded; 2025Q2: 2,869 shares; 2025Q3: 4,256 shares; 2025Q4: 5,698 shares 5,698 $1.29M 0.02% +1,442 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 1,107 shares; 2025Q1: not loaded; 2025Q2: 2,504 shares; 2025Q3: 4,380 shares; 2025Q4: 6,287 shares 6,287 $1.29M 0.02% +1,907 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 6,408 shares; 2025Q1: not loaded; 2025Q2: 5,324 shares; 2025Q3: 5,292 shares; 2025Q4: 11,065 shares 11,065 $1.28M 0.02% +5,773 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 34,381 shares; 2025Q3: 35,942 shares; 2025Q4: 36,284 shares 36,284 $1.28M 0.02% +342 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 692 shares; 2025Q1: not loaded; 2025Q2: 26,197 shares; 2025Q3: 25,544 shares; 2025Q4: 25,654 shares 25,654 $1.28M 0.02% +110 Timeline EES 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: 246,407 shares; 2024Q4: 272,463 shares; 2025Q1: not loaded; 2025Q2: 24,890 shares; 2025Q3: 23,582 shares; 2025Q4: 22,397 shares 22,397 $1.28M 0.02% -1,185 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,537 shares; 2025Q1: not loaded; 2025Q2: 3,639 shares; 2025Q3: 4,044 shares; 2025Q4: 7,867 shares 7,867 $1.27M 0.02% +3,823 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: 8,993 shares; 2024Q4: 7,863 shares; 2025Q1: not loaded; 2025Q2: 11,813 shares; 2025Q3: 11,361 shares; 2025Q4: 13,437 shares 13,437 $1.27M 0.02% +2,076 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,204 shares; 2025Q1: not loaded; 2025Q2: 3,307 shares; 2025Q3: 3,560 shares; 2025Q4: 6,169 shares 6,169 $1.27M 0.02% +2,609 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 3,206 shares; 2025Q1: not loaded; 2025Q2: 2,883 shares; 2025Q3: 3,079 shares; 2025Q4: 6,085 shares 6,085 $1.27M 0.02% +3,006 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: 11,220 shares; 2024Q4: 10,711 shares; 2025Q1: not loaded; 2025Q2: 10,681 shares; 2025Q3: 10,681 shares; 2025Q4: 14,537 shares 14,537 $1.26M 0.02% +3,856 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,568 shares; 2025Q1: not loaded; 2025Q2: 2,981 shares; 2025Q3: 4,182 shares; 2025Q4: 7,791 shares 7,791 $1.26M 0.02% +3,609 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,743 shares; 2025Q1: not loaded; 2025Q2: 7,564 shares; 2025Q3: 7,998 shares; 2025Q4: 28,040 shares 28,040 $1.26M 0.02% +20,042 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,464 shares; 2025Q1: not loaded; 2025Q2: 2,583 shares; 2025Q3: 3,066 shares; 2025Q4: 3,210 shares 3,210 $1.25M 0.02% +144 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: 18,965 shares; 2024Q4: 29,672 shares; 2025Q1: not loaded; 2025Q2: 33,836 shares; 2025Q3: 32,116 shares; 2025Q4: 26,227 shares 26,227 $1.25M 0.02% -5,889 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 3,929 shares; 2025Q1: not loaded; 2025Q2: 4,397 shares; 2025Q3: 4,537 shares; 2025Q4: 9,988 shares 9,988 $1.25M 0.02% +5,451 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 16,761 shares; 2025Q1: not loaded; 2025Q2: 35,617 shares; 2025Q3: 33,516 shares; 2025Q4: 32,734 shares 32,734 $1.25M 0.02% -782 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: 3,943 shares; 2025Q1: not loaded; 2025Q2: 6,583 shares; 2025Q3: 8,016 shares; 2025Q4: 16,823 shares 16,823 $1.24M 0.02% +8,807 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: 832 shares; 2024Q4: 560 shares; 2025Q1: not loaded; 2025Q2: 444 shares; 2025Q3: 561 shares; 2025Q4: 1,834 shares 1,834 $1.24M 0.02% +1,273 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 21,772 shares; 2025Q1: not loaded; 2025Q2: 36,152 shares; 2025Q3: 36,565 shares; 2025Q4: 40,963 shares 40,963 $1.24M 0.02% +4,398 Timeline BARCLAYS PLC BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,532 shares 48,532 $1.24M 0.02% new PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 21,299 shares 21,299 $1.23M 0.02% +21,298 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 8,117 shares; 2025Q1: not loaded; 2025Q2: 16,817 shares; 2025Q3: 16,491 shares; 2025Q4: 16,167 shares 16,167 $1.23M 0.02% -324 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 253 shares; 2025Q1: not loaded; 2025Q2: 365 shares; 2025Q3: 449 shares; 2025Q4: 11,533 shares 11,533 $1.22M 0.02% +11,084 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,883 shares; 2024Q4: 26,918 shares; 2025Q1: not loaded; 2025Q2: 21,393 shares; 2025Q3: 21,667 shares; 2025Q4: 24,062 shares 24,062 $1.2M 0.02% +2,395 Timeline XMMO 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: 614 shares; 2024Q4: 7,276 shares; 2025Q1: not loaded; 2025Q2: 6,876 shares; 2025Q3: 9,596 shares; 2025Q4: 8,670 shares 8,670 $1.2M 0.02% -926 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,695 shares; 2024Q4: 14,734 shares; 2025Q1: not loaded; 2025Q2: 8,018 shares; 2025Q3: 37,486 shares; 2025Q4: 26,523 shares 26,523 $1.2M 0.02% -10,963 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,010 shares; 2024Q4: 11,733 shares; 2025Q1: not loaded; 2025Q2: 1,131 shares; 2025Q3: 1,091 shares; 2025Q4: 2,568 shares 2,568 $1.2M 0.02% +1,477 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 8,379 shares; 2025Q1: not loaded; 2025Q2: 8,434 shares; 2025Q3: 8,436 shares; 2025Q4: 11,788 shares 11,788 $1.2M 0.02% +3,352 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,054 shares; 2024Q4: 15,169 shares; 2025Q1: not loaded; 2025Q2: 15,890 shares; 2025Q3: 13,815 shares; 2025Q4: 15,312 shares 15,312 $1.19M 0.02% +1,497 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 4,299 shares; 2025Q1: not loaded; 2025Q2: 8,125 shares; 2025Q3: 13,212 shares; 2025Q4: 42,438 shares 42,438 $1.19M 0.02% +29,226 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 961 shares; 2025Q1: not loaded; 2025Q2: 1,353 shares; 2025Q3: 2,232 shares; 2025Q4: 5,508 shares 5,508 $1.18M 0.02% +3,276 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: 4,764 shares; 2024Q4: 3,465 shares; 2025Q1: not loaded; 2025Q2: 4,261 shares; 2025Q3: 4,282 shares; 2025Q4: 7,181 shares 7,181 $1.17M 0.02% +2,899 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,710 shares; 2024Q4: 11,502 shares; 2025Q1: not loaded; 2025Q2: 12,547 shares; 2025Q3: 12,549 shares; 2025Q4: 15,231 shares 15,231 $1.17M 0.02% +2,682 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: 5,968 shares; 2024Q4: 6,016 shares; 2025Q1: not loaded; 2025Q2: 6,169 shares; 2025Q3: 6,002 shares; 2025Q4: 10,304 shares 10,304 $1.16M 0.02% +4,302 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 12,105 shares; 2025Q1: not loaded; 2025Q2: 13,220 shares; 2025Q3: 13,805 shares; 2025Q4: 17,500 shares 17,500 $1.16M 0.02% +3,695 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: 210 shares; 2024Q4: 30,197 shares; 2025Q1: not loaded; 2025Q2: 29,401 shares; 2025Q3: 31,820 shares; 2025Q4: 31,941 shares 31,941 $1.16M 0.02% +121 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: 631 shares; 2024Q4: 484 shares; 2025Q1: not loaded; 2025Q2: 590 shares; 2025Q3: 644 shares; 2025Q4: 1,499 shares 1,499 $1.16M 0.02% +855 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: not loaded; 2025Q2: 1,020 shares; 2025Q3: 16,967 shares; 2025Q4: 29,948 shares 29,948 $1.15M 0.02% +12,981 Timeline FTCB 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: 1,745 shares; 2025Q1: not loaded; 2025Q2: 34,019 shares; 2025Q3: 52,115 shares; 2025Q4: 53,904 shares 53,904 $1.14M 0.02% +1,789 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,122 shares; 2024Q4: 4,167 shares; 2025Q1: not loaded; 2025Q2: 5,098 shares; 2025Q3: 5,921 shares; 2025Q4: 70,865 shares 70,865 $1.14M 0.02% +64,944 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: 8,196 shares; 2024Q4: 7,815 shares; 2025Q1: not loaded; 2025Q2: 8,073 shares; 2025Q3: 9,818 shares; 2025Q4: 11,276 shares 11,276 $1.14M 0.02% +1,458 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 4,229 shares; 2025Q1: not loaded; 2025Q2: 12,597 shares; 2025Q3: 7,773 shares; 2025Q4: 9,459 shares 9,459 $1.13M 0.02% +1,686 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 434 shares; 2025Q1: not loaded; 2025Q2: 813 shares; 2025Q3: 920 shares; 2025Q4: 4,894 shares 4,894 $1.12M 0.02% +3,974 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 9,310 shares; 2025Q1: not loaded; 2025Q2: 16,305 shares; 2025Q3: 16,177 shares; 2025Q4: 19,195 shares 19,195 $1.12M 0.02% +3,018 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 7,350 shares; 2025Q1: not loaded; 2025Q2: 1,094 shares; 2025Q3: 1,377 shares; 2025Q4: 16,741 shares 16,741 $1.12M 0.02% +15,364 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 7,912 shares; 2025Q1: not loaded; 2025Q2: 10,285 shares; 2025Q3: 9,927 shares; 2025Q4: 8,770 shares 8,770 $1.12M 0.02% -1,157 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 7,763 shares; 2025Q1: not loaded; 2025Q2: 35,014 shares; 2025Q3: 28,570 shares; 2025Q4: 23,998 shares 23,998 $1.12M 0.02% -4,572 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 2,128 shares; 2025Q1: not loaded; 2025Q2: 7,333 shares; 2025Q3: 7,860 shares; 2025Q4: 8,197 shares 8,197 $1.11M 0.02% +337 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,196 shares; 2024Q4: 17,744 shares; 2025Q1: not loaded; 2025Q2: 22,477 shares; 2025Q3: 21,745 shares; 2025Q4: 23,357 shares 23,357 $1.11M 0.02% +1,612 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 422 shares; 2025Q1: not loaded; 2025Q2: 587 shares; 2025Q3: 671 shares; 2025Q4: 2,174 shares 2,174 $1.11M 0.02% +1,503 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 6,311 shares; 2025Q1: not loaded; 2025Q2: 9,188 shares; 2025Q3: 9,076 shares; 2025Q4: 13,947 shares 13,947 $1.1M 0.02% +4,871 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,905 shares; 2024Q4: 6,249 shares; 2025Q1: not loaded; 2025Q2: 7,481 shares; 2025Q3: 45,086 shares; 2025Q4: 68,200 shares 68,200 $1.1M 0.02% +23,114 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: 3,993 shares; 2024Q4: 3,673 shares; 2025Q1: not loaded; 2025Q2: 2,999 shares; 2025Q3: 2,863 shares; 2025Q4: 3,795 shares 3,795 $1.1M 0.02% +932 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 5,343 shares; 2025Q1: not loaded; 2025Q2: 7,623 shares; 2025Q3: 10,899 shares; 2025Q4: 31,629 shares 31,629 $1.1M 0.02% +20,730 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,425 shares; 2025Q1: not loaded; 2025Q2: 1,365 shares; 2025Q3: 1,470 shares; 2025Q4: 8,478 shares 8,478 $1.09M 0.02% +7,008 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,852 shares; 2024Q4: 7,345 shares; 2025Q1: not loaded; 2025Q2: 6,586 shares; 2025Q3: 7,036 shares; 2025Q4: 13,109 shares 13,109 $1.09M 0.02% +6,073 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,418 shares; 2024Q4: 20,827 shares; 2025Q1: not loaded; 2025Q2: 24,293 shares; 2025Q3: 24,168 shares; 2025Q4: 40,891 shares 40,891 $1.08M 0.02% +16,723 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,441 shares; 2025Q1: not loaded; 2025Q2: 1,608 shares; 2025Q3: 1,556 shares; 2025Q4: 3,342 shares 3,342 $1.08M 0.02% +1,786 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: 15,951 shares; 2024Q4: 12,895 shares; 2025Q1: not loaded; 2025Q2: 9,974 shares; 2025Q3: 10,823 shares; 2025Q4: 37,466 shares 37,466 $1.08M 0.02% +26,643 Timeline JMEE 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: 4,205 shares; 2024Q4: 4,745 shares; 2025Q1: not loaded; 2025Q2: 18,921 shares; 2025Q3: 17,467 shares; 2025Q4: 16,748 shares 16,748 $1.08M 0.02% -719 Timeline GCOR 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: 4,066 shares; 2024Q4: 15,042 shares; 2025Q1: not loaded; 2025Q2: 22,355 shares; 2025Q3: 25,168 shares; 2025Q4: 25,935 shares 25,935 $1.08M 0.02% +767 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,402 shares; 2024Q4: 83,131 shares; 2025Q1: not loaded; 2025Q2: 85,057 shares; 2025Q3: 72,558 shares; 2025Q4: 72,628 shares 72,628 $1.08M 0.02% +70 Timeline KIE 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: 18,581 shares; 2024Q4: 18,536 shares; 2025Q1: not loaded; 2025Q2: 18,485 shares; 2025Q3: 18,462 shares; 2025Q4: 17,863 shares 17,863 $1.07M 0.02% -599 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 919 shares; 2025Q1: not loaded; 2025Q2: 586 shares; 2025Q3: 777 shares; 2025Q4: 15,875 shares 15,875 $1.07M 0.02% +15,098 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,936 shares; 2024Q4: 7,521 shares; 2025Q1: not loaded; 2025Q2: 8,948 shares; 2025Q3: 9,566 shares; 2025Q4: 12,384 shares 12,384 $1.07M 0.02% +2,818 Timeline AGZD 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 loaded; 2025Q2: 43,771 shares; 2025Q3: 47,794 shares; 2025Q4: 47,299 shares 47,299 $1.06M 0.02% -495 Timeline FEGE 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 loaded; 2025Q2: 11,581 shares; 2025Q3: 13,784 shares; 2025Q4: 23,106 shares 23,106 $1.06M 0.02% +9,322 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 5,895 shares; 2025Q1: not loaded; 2025Q2: 5,585 shares; 2025Q3: 7,174 shares; 2025Q4: 7,376 shares 7,376 $1.06M 0.02% +202 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: 1,900 shares; 2024Q4: 1,509 shares; 2025Q1: not loaded; 2025Q2: 1,633 shares; 2025Q3: 1,848 shares; 2025Q4: 3,418 shares 3,418 $1.06M 0.02% +1,570 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 12,170 shares; 2025Q1: not loaded; 2025Q2: 8,761 shares; 2025Q3: 12,395 shares; 2025Q4: 17,894 shares 17,894 $1.05M 0.02% +5,499 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,943 shares; 2024Q4: 5,351 shares; 2025Q1: not loaded; 2025Q2: 4,187 shares; 2025Q3: 4,119 shares; 2025Q4: 9,238 shares 9,238 $1.05M 0.02% +5,119 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: 17,316 shares; 2024Q4: 19,014 shares; 2025Q1: not loaded; 2025Q2: 19,428 shares; 2025Q3: 20,830 shares; 2025Q4: 21,500 shares 21,500 $1.05M 0.02% +670 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 974 shares; 2025Q1: not loaded; 2025Q2: 1,030 shares; 2025Q3: 1,078 shares; 2025Q4: 1,835 shares 1,835 $1.04M 0.02% +757 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 2,628 shares; 2025Q1: not loaded; 2025Q2: 3,086 shares; 2025Q3: 3,227 shares; 2025Q4: 14,129 shares 14,129 $1.04M 0.02% +10,902 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 4,033 shares; 2025Q1: not loaded; 2025Q2: 5,660 shares; 2025Q3: 5,787 shares; 2025Q4: 34,924 shares 34,924 $1.04M 0.02% +29,137 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,667 shares; 2024Q4: 52,893 shares; 2025Q1: not loaded; 2025Q2: 39,832 shares; 2025Q3: 39,659 shares; 2025Q4: 43,279 shares 43,279 $1.04M 0.02% +3,620 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 4,104 shares; 2025Q1: not loaded; 2025Q2: 12,856 shares; 2025Q3: 19,475 shares; 2025Q4: 15,981 shares 15,981 $1.04M 0.02% -3,494 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: 6,315 shares; 2024Q4: 6,028 shares; 2025Q1: not loaded; 2025Q2: 24,383 shares; 2025Q3: 11,637 shares; 2025Q4: 21,385 shares 21,385 $1.04M 0.02% +9,748 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: 1,245 shares; 2024Q4: 5,028 shares; 2025Q1: not loaded; 2025Q2: 5,364 shares; 2025Q3: 4,925 shares; 2025Q4: 4,872 shares 4,872 $1.03M 0.02% -53 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 1,194 shares; 2025Q1: not loaded; 2025Q2: 1,497 shares; 2025Q3: 1,524 shares; 2025Q4: 5,888 shares 5,888 $1.03M 0.02% +4,364 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: not loaded; 2025Q2: 29,770 shares; 2025Q3: 389 shares; 2025Q4: 42,633 shares 42,633 $1.02M 0.02% +42,244 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 844 shares; 2025Q1: not loaded; 2025Q2: 5,648 shares; 2025Q3: 1,203 shares; 2025Q4: 3,536 shares 3,536 $1.02M 0.02% +2,333 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 226 shares; 2025Q1: not loaded; 2025Q2: 1,028 shares; 2025Q3: 2,110 shares; 2025Q4: 27,722 shares 27,722 $1.01M 0.02% +25,612 Timeline SDEM 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: 24,784 shares; 2024Q4: 24,532 shares; 2025Q1: not loaded; 2025Q2: 23,941 shares; 2025Q3: 25,154 shares; 2025Q4: 33,763 shares 33,763 $1.01M 0.02% +8,609 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 474 shares; 2025Q3: 20,429 shares; 2025Q4: 19,976 shares 19,976 $1.01M 0.02% -453 Timeline CWI 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: 23,205 shares; 2024Q4: 24,532 shares; 2025Q1: not loaded; 2025Q2: 23,718 shares; 2025Q3: 24,439 shares; 2025Q4: 28,032 shares 28,032 $1.01M 0.02% +3,593 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: 9,407 shares; 2024Q4: 8,706 shares; 2025Q1: not loaded; 2025Q2: 10,450 shares; 2025Q3: 8,983 shares; 2025Q4: 12,909 shares 12,909 $1M 0.02% +3,926 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,645 shares; 2024Q4: 6,594 shares; 2025Q1: not loaded; 2025Q2: 4,222 shares; 2025Q3: 3,868 shares; 2025Q4: 4,402 shares 4,402 $1M 0.02% +534 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 652 shares; 2025Q1: not loaded; 2025Q2: 1,023 shares; 2025Q3: 1,657 shares; 2025Q4: 5,079 shares 5,079 $1M 0.02% +3,422 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,600 shares; 2025Q1: not loaded; 2025Q2: 41,600 shares; 2025Q3: 41,600 shares; 2025Q4: 42,075 shares 42,075 $1M 0.02% +475 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,202 shares; 2025Q1: not loaded; 2025Q2: 13,137 shares; 2025Q3: 17,768 shares; 2025Q4: 22,221 shares 22,221 $997K 0.02% +4,453 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 137 shares; 2025Q1: not loaded; 2025Q2: 191 shares; 2025Q3: 380 shares; 2025Q4: 1,773 shares 1,773 $996K 0.02% +1,393 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 11,298 shares; 2025Q1: not loaded; 2025Q2: 8,677 shares; 2025Q3: 9,969 shares; 2025Q4: 11,275 shares 11,275 $993K 0.02% +1,306 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,414 shares; 2024Q4: 50,093 shares; 2025Q1: not loaded; 2025Q2: 81,453 shares; 2025Q3: 88,908 shares; 2025Q4: 79,467 shares 79,467 $993K 0.02% -9,441 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: 474 shares; 2024Q4: 567 shares; 2025Q1: not loaded; 2025Q2: 628 shares; 2025Q3: 698 shares; 2025Q4: 4,243 shares 4,243 $992K 0.02% +3,545 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: 2,003 shares; 2024Q4: 921 shares; 2025Q1: not loaded; 2025Q2: 80,548 shares; 2025Q3: 78,414 shares; 2025Q4: 74,870 shares 74,870 $992K 0.02% -3,544 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 628 shares; 2025Q1: not loaded; 2025Q2: 1,027 shares; 2025Q3: 1,116 shares; 2025Q4: 1,618 shares 1,618 $990K 0.02% +502 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,026 shares 11,026 $990K 0.02% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,361 shares; 2025Q1: not loaded; 2025Q2: 1,511 shares; 2025Q3: 3,631 shares; 2025Q4: 18,516 shares 18,516 $988K 0.02% +14,885 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 1,056 shares; 2025Q1: not loaded; 2025Q2: 5,335 shares; 2025Q3: 7,095 shares; 2025Q4: 11,051 shares 11,051 $987K 0.02% +3,956 Timeline BIZD 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: 24,761 shares; 2024Q4: 37,771 shares; 2025Q1: not loaded; 2025Q2: 65,480 shares; 2025Q3: 73,228 shares; 2025Q4: 69,506 shares 69,506 $986K 0.02% -3,722 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: 37,901 shares; 2024Q4: 41,236 shares; 2025Q1: not loaded; 2025Q2: 38,840 shares; 2025Q3: 21,065 shares; 2025Q4: 12,292 shares 12,292 $981K 0.02% -8,773 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,950 shares 14,950 $978K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,639 shares; 2025Q1: not loaded; 2025Q2: 7,501 shares; 2025Q3: 7,753 shares; 2025Q4: 14,460 shares 14,460 $974K 0.02% +6,707 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 3,667 shares; 2025Q1: not loaded; 2025Q2: 4,061 shares; 2025Q3: 5,240 shares; 2025Q4: 21,669 shares 21,669 $966K 0.02% +16,429 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 665 shares; 2025Q1: not loaded; 2025Q2: 1,103 shares; 2025Q3: 1,338 shares; 2025Q4: 2,048 shares 2,048 $962K 0.02% +710 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 8,321 shares; 2025Q1: not loaded; 2025Q2: 8,337 shares; 2025Q3: 5,635 shares; 2025Q4: 12,317 shares 12,317 $955K 0.02% +6,682 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 2,191 shares; 2025Q1: not loaded; 2025Q2: 2,662 shares; 2025Q3: 2,541 shares; 2025Q4: 4,389 shares 4,389 $953K 0.02% +1,848 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 728 shares; 2025Q1: not loaded; 2025Q2: 5,407 shares; 2025Q3: 8,244 shares; 2025Q4: 14,338 shares 14,338 $952K 0.02% +6,094 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 161 shares; 2025Q1: not loaded; 2025Q2: 157 shares; 2025Q3: 160 shares; 2025Q4: 3,757 shares 3,757 $948K 0.02% +3,597 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: not loaded; 2025Q2: 228,676 shares; 2025Q3: 228,676 shares; 2025Q4: 217,092 shares 217,092 $947K 0.02% -11,584 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 10,040 shares; 2025Q1: not loaded; 2025Q2: 7,095 shares; 2025Q3: 7,268 shares; 2025Q4: 8,596 shares 8,596 $945K 0.02% +1,328 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: 3,201 shares; 2024Q4: 2,684 shares; 2025Q1: not loaded; 2025Q2: 2,490 shares; 2025Q3: 2,946 shares; 2025Q4: 3,424 shares 3,424 $942K 0.02% +478 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: 7,523 shares; 2024Q4: 9,934 shares; 2025Q1: not loaded; 2025Q2: 9,195 shares; 2025Q3: 9,033 shares; 2025Q4: 9,175 shares 9,175 $940K 0.02% +142 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,239 shares; 2025Q1: not loaded; 2025Q2: 2,664 shares; 2025Q3: 2,649 shares; 2025Q4: 22,315 shares 22,315 $932K 0.02% +19,666 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 9,496 shares; 2025Q1: not loaded; 2025Q2: 9,520 shares; 2025Q3: 9,542 shares; 2025Q4: 9,010 shares 9,010 $931K 0.02% -532 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 2,324 shares; 2025Q1: not loaded; 2025Q2: 2,859 shares; 2025Q3: 2,944 shares; 2025Q4: 5,081 shares 5,081 $929K 0.02% +2,137 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: 5,744 shares; 2024Q4: 4,902 shares; 2025Q1: not loaded; 2025Q2: 6,320 shares; 2025Q3: 6,196 shares; 2025Q4: 7,616 shares 7,616 $929K 0.02% +1,420 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 1,492 shares; 2025Q1: not loaded; 2025Q2: 3,475 shares; 2025Q3: 2,935 shares; 2025Q4: 7,265 shares 7,265 $927K 0.02% +4,330 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 3,270 shares; 2025Q1: not loaded; 2025Q2: 16,974 shares; 2025Q3: 28,137 shares; 2025Q4: 31,322 shares 31,322 $926K 0.02% +3,185 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: not loaded; 2025Q2: 4,183 shares; 2025Q3: 7,485 shares; 2025Q4: 44,946 shares 44,946 $915K 0.02% +37,461 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 2,484 shares; 2025Q1: not loaded; 2025Q2: 9,683 shares; 2025Q3: 12,815 shares; 2025Q4: 25,833 shares 25,833 $913K 0.02% +13,018 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: 2,249 shares; 2024Q4: 2,247 shares; 2025Q1: not loaded; 2025Q2: 2,784 shares; 2025Q3: 3,153 shares; 2025Q4: 3,512 shares 3,512 $911K 0.02% +359 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 loaded; 2025Q2: 33,827 shares; 2025Q3: 33,260 shares; 2025Q4: 17,230 shares 17,230 $911K 0.02% -16,030 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 11,243 shares; 2025Q3: 17,598 shares; 2025Q4: 17,713 shares 17,713 $906K 0.02% +115 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: not loaded; 2025Q2: 5,051 shares; 2025Q3: 4,894 shares; 2025Q4: 4,735 shares 4,735 $906K 0.02% -159 Timeline MDYV 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: 11,772 shares; 2024Q4: 14,745 shares; 2025Q1: not loaded; 2025Q2: 12,953 shares; 2025Q3: 10,680 shares; 2025Q4: 10,686 shares 10,686 $905K 0.02% +6 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,266 shares; 2025Q1: not loaded; 2025Q2: 1,892 shares; 2025Q3: 1,940 shares; 2025Q4: 2,545 shares 2,545 $898K 0.02% +605 Timeline ICVT 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: 1,735 shares; 2024Q4: 3,102 shares; 2025Q1: not loaded; 2025Q2: 2,404 shares; 2025Q3: 2,724 shares; 2025Q4: 9,116 shares 9,116 $898K 0.02% +6,392 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: 816 shares; 2024Q4: 627 shares; 2025Q1: not loaded; 2025Q2: 515 shares; 2025Q3: 15,474 shares; 2025Q4: 14,074 shares 14,074 $893K 0.02% -1,400 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 4,060 shares; 2025Q1: not loaded; 2025Q2: 6,067 shares; 2025Q3: 7,131 shares; 2025Q4: 56,217 shares 56,217 $892K 0.02% +49,086 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 10,750 shares; 2025Q3: 11,898 shares; 2025Q4: 11,774 shares 11,774 $882K 0.02% -124 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,996 shares 14,996 $881K 0.02% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,654 shares; 2025Q1: not loaded; 2025Q2: 3,450 shares; 2025Q3: 3,486 shares; 2025Q4: 2,967 shares 2,967 $877K 0.02% -519 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 4,924 shares; 2025Q1: not loaded; 2025Q2: 6,249 shares; 2025Q3: 6,444 shares; 2025Q4: 5,060 shares 5,060 $877K 0.02% -1,384 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: 7,074 shares; 2024Q4: 6,518 shares; 2025Q1: not loaded; 2025Q2: 6,644 shares; 2025Q3: 6,646 shares; 2025Q4: 6,615 shares 6,615 $870K 0.02% -31 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,762 shares; 2025Q1: not loaded; 2025Q2: 6,206 shares; 2025Q3: 6,822 shares; 2025Q4: 15,016 shares 15,016 $869K 0.02% +8,194 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: 7,496 shares; 2024Q4: 7,171 shares; 2025Q1: not loaded; 2025Q2: 6,105 shares; 2025Q3: 6,105 shares; 2025Q4: 8,690 shares 8,690 $869K 0.02% +2,585 Timeline GSIE 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: 15,460 shares; 2024Q4: 28,280 shares; 2025Q1: not loaded; 2025Q2: 24,164 shares; 2025Q3: 21,930 shares; 2025Q4: 20,101 shares 20,101 $863K 0.02% -1,829 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 shares; 2024Q4: 6 shares; 2025Q1: not loaded; 2025Q2: 1,556 shares; 2025Q3: 2,194 shares; 2025Q4: 10,749 shares 10,749 $861K 0.02% +8,555 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,594 shares; 2025Q1: not loaded; 2025Q2: 1,578 shares; 2025Q3: 1,492 shares; 2025Q4: 8,114 shares 8,114 $852K 0.02% +6,622 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: not reported; 2025Q1: not loaded; 2025Q2: 17,551 shares; 2025Q3: 18,720 shares; 2025Q4: 18,397 shares 18,397 $850K 0.02% -323 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: 12,389 shares; 2024Q4: 5,695 shares; 2025Q1: not loaded; 2025Q2: 6,023 shares; 2025Q3: 5,960 shares; 2025Q4: 6,006 shares 6,006 $848K 0.02% +46 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 6,067 shares; 2025Q1: not loaded; 2025Q2: 6,129 shares; 2025Q3: 5,193 shares; 2025Q4: 5,379 shares 5,379 $843K 0.01% +186 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 376 shares; 2025Q1: not loaded; 2025Q2: 191 shares; 2025Q3: 268 shares; 2025Q4: 417 shares 417 $840K 0.01% +149 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 15,972 shares; 2025Q3: 16,124 shares; 2025Q4: 15,870 shares 15,870 $838K 0.01% -254 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 5,383 shares; 2025Q1: not loaded; 2025Q2: 7,255 shares; 2025Q3: 6,750 shares; 2025Q4: 21,791 shares 21,791 $836K 0.01% +15,041 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: not loaded; 2025Q2: 95 shares; 2025Q3: 418 shares; 2025Q4: 2,222 shares 2,222 $833K 0.01% +1,804 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,828 shares; 2024Q4: 31,692 shares; 2025Q1: not loaded; 2025Q2: 48,273 shares; 2025Q3: 52,115 shares; 2025Q4: 46,128 shares 46,128 $831K 0.01% -5,987 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,862 shares; 2025Q1: not loaded; 2025Q2: 8,883 shares; 2025Q3: 8,867 shares; 2025Q4: 9,072 shares 9,072 $829K 0.01% +205 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,717 shares; 2025Q1: not loaded; 2025Q2: 1,878 shares; 2025Q3: 2,096 shares; 2025Q4: 2,840 shares 2,840 $820K 0.01% +744 Timeline LMBS 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: 12,845 shares; 2024Q4: 11,857 shares; 2025Q1: not loaded; 2025Q2: 15,320 shares; 2025Q3: 15,903 shares; 2025Q4: 16,347 shares 16,347 $817K 0.01% +444 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 498 shares; 2025Q1: not loaded; 2025Q2: 25,841 shares; 2025Q3: 27,531 shares; 2025Q4: 29,058 shares 29,058 $815K 0.01% +1,527 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: 705 shares; 2024Q4: 261 shares; 2025Q1: not loaded; 2025Q2: 2,510 shares; 2025Q3: 2,679 shares; 2025Q4: 21,956 shares 21,956 $814K 0.01% +19,277 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,094 shares; 2025Q1: not loaded; 2025Q2: 1,471 shares; 2025Q3: 1,525 shares; 2025Q4: 3,162 shares 3,162 $810K 0.01% +1,637 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: 844 shares; 2024Q4: 809 shares; 2025Q1: not loaded; 2025Q2: 4,941 shares; 2025Q3: 4,719 shares; 2025Q4: 2,855 shares 2,855 $809K 0.01% -1,864 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 262 shares; 2025Q1: not loaded; 2025Q2: 328 shares; 2025Q3: 343 shares; 2025Q4: 388 shares 388 $806K 0.01% +45 Timeline DFAS 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: 290 shares; 2024Q4: 391 shares; 2025Q1: not loaded; 2025Q2: 3,511 shares; 2025Q3: 4,884 shares; 2025Q4: 11,544 shares 11,544 $804K 0.01% +6,660 Timeline SPMB 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: 53,817 shares; 2024Q4: 61,056 shares; 2025Q1: not loaded; 2025Q2: 30,406 shares; 2025Q3: 31,789 shares; 2025Q4: 35,859 shares 35,859 $804K 0.01% +4,070 Timeline EBND 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: 700 shares; 2024Q4: 551 shares; 2025Q1: not loaded; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 37,196 shares 37,196 $795K 0.01% +36,821 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 2,552 shares; 2025Q1: not loaded; 2025Q2: 3,747 shares; 2025Q3: 4,403 shares; 2025Q4: 9,896 shares 9,896 $795K 0.01% +5,493 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 116 shares; 2025Q1: not loaded; 2025Q2: 134 shares; 2025Q3: 126 shares; 2025Q4: 4,553 shares 4,553 $790K 0.01% +4,427 Timeline INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,957 shares 24,957 $785K 0.01% new MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 17,150 shares; 2025Q3: 17,184 shares; 2025Q4: 17,309 shares 17,309 $784K 0.01% +125 Timeline SMMU 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: 97 shares; 2024Q4: 97 shares; 2025Q1: not loaded; 2025Q2: 16,325 shares; 2025Q3: 15,865 shares; 2025Q4: 15,533 shares 15,533 $783K 0.01% -332 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 4,997 shares; 2025Q1: not loaded; 2025Q2: 2,728 shares; 2025Q3: 2,767 shares; 2025Q4: 8,744 shares 8,744 $777K 0.01% +5,977 Timeline SPTL 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: 23,135 shares; 2024Q4: 22,399 shares; 2025Q1: not loaded; 2025Q2: 33,752 shares; 2025Q3: 25,766 shares; 2025Q4: 29,095 shares 29,095 $770K 0.01% +3,329 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not loaded; 2025Q2: 28,018 shares; 2025Q3: 27,035 shares; 2025Q4: 26,845 shares 26,845 $768K 0.01% -190 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 5,942 shares; 2025Q1: not loaded; 2025Q2: 5,899 shares; 2025Q3: 7,436 shares; 2025Q4: 10,035 shares 10,035 $765K 0.01% +2,599 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: 54,716 shares; 2024Q4: 14,963 shares; 2025Q1: not loaded; 2025Q2: 26,904 shares; 2025Q3: 30,535 shares; 2025Q4: 34,163 shares 34,163 $764K 0.01% +3,628 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,344 shares; 2024Q4: 14,767 shares; 2025Q1: not loaded; 2025Q2: 16,555 shares; 2025Q3: 15,763 shares; 2025Q4: 15,913 shares 15,913 $764K 0.01% +150 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,484 shares; 2025Q1: not loaded; 2025Q2: 2,032 shares; 2025Q3: 1,863 shares; 2025Q4: 5,841 shares 5,841 $762K 0.01% +3,978 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,602 shares; 2025Q1: not loaded; 2025Q2: 1,107 shares; 2025Q3: 834 shares; 2025Q4: 10,843 shares 10,843 $760K 0.01% +10,009 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 637 shares; 2025Q1: not loaded; 2025Q2: 725 shares; 2025Q3: 1,316 shares; 2025Q4: 5,590 shares 5,590 $760K 0.01% +4,274 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 3,909 shares; 2025Q1: not loaded; 2025Q2: 3,970 shares; 2025Q3: 4,005 shares; 2025Q4: 4,329 shares 4,329 $760K 0.01% +324 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,736 shares; 2025Q1: not loaded; 2025Q2: 1,952 shares; 2025Q3: 2,008 shares; 2025Q4: 3,767 shares 3,767 $759K 0.01% +1,759 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 3,702 shares; 2025Q1: not loaded; 2025Q2: 2,502 shares; 2025Q3: 2,577 shares; 2025Q4: 4,202 shares 4,202 $758K 0.01% +1,625 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,147 shares; 2025Q3: 4,456 shares; 2025Q4: 17,329 shares 17,329 $755K 0.01% +12,873 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 520 shares; 2025Q1: not loaded; 2025Q2: 1,833 shares; 2025Q3: 2,159 shares; 2025Q4: 2,213 shares 2,213 $753K 0.01% +54 Timeline UCON 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: 25,107 shares; 2024Q4: 24,933 shares; 2025Q1: not loaded; 2025Q2: 25,987 shares; 2025Q3: 26,980 shares; 2025Q4: 29,900 shares 29,900 $753K 0.01% +2,920 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 17,679 shares; 2025Q3: 17,925 shares; 2025Q4: 19,511 shares 19,511 $751K 0.01% +1,586 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,543 shares; 2024Q4: 10,737 shares; 2025Q1: not loaded; 2025Q2: 16,064 shares; 2025Q3: 17,414 shares; 2025Q4: 16,750 shares 16,750 $750K 0.01% -664 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,479 shares; 2025Q1: not loaded; 2025Q2: 1,933 shares; 2025Q3: 1,913 shares; 2025Q4: 1,967 shares 1,967 $747K 0.01% +54 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 674 shares; 2025Q1: not loaded; 2025Q2: 629 shares; 2025Q3: 736 shares; 2025Q4: 822 shares 822 $745K 0.01% +86 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 4,292 shares; 2025Q1: not loaded; 2025Q2: 6,549 shares; 2025Q3: 6,753 shares; 2025Q4: 9,616 shares 9,616 $744K 0.01% +2,863 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 435 shares; 2025Q1: not loaded; 2025Q2: 538 shares; 2025Q3: 1,227 shares; 2025Q4: 4,596 shares 4,596 $743K 0.01% +3,369 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 380 shares; 2025Q3: 1,890 shares; 2025Q4: 33,095 shares 33,095 $740K 0.01% +31,205 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: 3,958 shares; 2024Q4: 3,738 shares; 2025Q1: not loaded; 2025Q2: 5,707 shares; 2025Q3: 10,168 shares; 2025Q4: 14,004 shares 14,004 $740K 0.01% +3,836 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 81 shares; 2025Q1: not loaded; 2025Q2: 151 shares; 2025Q3: 449 shares; 2025Q4: 1,856 shares 1,856 $738K 0.01% +1,407 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,501 shares; 2025Q1: not loaded; 2025Q2: 1,282 shares; 2025Q3: 814 shares; 2025Q4: 3,443 shares 3,443 $735K 0.01% +2,629 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 227 shares; 2025Q1: not loaded; 2025Q2: 484 shares; 2025Q3: 1,706 shares; 2025Q4: 5,532 shares 5,532 $734K 0.01% +3,826 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 2,810 shares; 2025Q1: not loaded; 2025Q2: 3,340 shares; 2025Q3: 3,410 shares; 2025Q4: 7,497 shares 7,497 $734K 0.01% +4,087 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,362 shares; 2025Q1: not loaded; 2025Q2: 4,896 shares; 2025Q3: 5,587 shares; 2025Q4: 15,814 shares 15,814 $732K 0.01% +10,227 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 971 shares; 2025Q1: not loaded; 2025Q2: 765 shares; 2025Q3: 781 shares; 2025Q4: 2,056 shares 2,056 $727K 0.01% +1,275 Timeline AIFD 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: not loaded; 2025Q2: not reported; 2025Q3: 12,377 shares; 2025Q4: 19,285 shares 19,285 $725K 0.01% +6,908 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: 8,628 shares; 2024Q4: 8,747 shares; 2025Q1: not loaded; 2025Q2: 9,718 shares; 2025Q3: 9,770 shares; 2025Q4: 12,379 shares 12,379 $725K 0.01% +2,609 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 907 shares; 2025Q1: not loaded; 2025Q2: 1,204 shares; 2025Q3: 1,479 shares; 2025Q4: 7,431 shares 7,431 $722K 0.01% +5,952 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: 12,361 shares; 2024Q4: 18,449 shares; 2025Q1: not loaded; 2025Q2: 20,184 shares; 2025Q3: 19,291 shares; 2025Q4: 20,404 shares 20,404 $721K 0.01% +1,113 Timeline GOEX 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: 4,838 shares; 2024Q4: 4,838 shares; 2025Q1: not loaded; 2025Q2: 8,934 shares; 2025Q3: 8,934 shares; 2025Q4: 8,934 shares 8,934 $720K 0.01% 0 Timeline EMLC 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: 1,950 shares; 2024Q4: 807 shares; 2025Q1: not loaded; 2025Q2: 443 shares; 2025Q3: 1,522 shares; 2025Q4: 27,787 shares 27,787 $717K 0.01% +26,265 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,552 shares; 2025Q1: not loaded; 2025Q2: 2,849 shares; 2025Q3: 1,985 shares; 2025Q4: 20,640 shares 20,640 $717K 0.01% +18,655 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,954 shares; 2024Q4: 9,720 shares; 2025Q1: not loaded; 2025Q2: 8,321 shares; 2025Q3: 7,858 shares; 2025Q4: 46,683 shares 46,683 $716K 0.01% +38,825 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: 2,229 shares; 2024Q4: 2,250 shares; 2025Q1: not loaded; 2025Q2: 4,697 shares; 2025Q3: 4,544 shares; 2025Q4: 8,212 shares 8,212 $715K 0.01% +3,668 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 10,833 shares; 2025Q1: not loaded; 2025Q2: 11,578 shares; 2025Q3: 15,251 shares; 2025Q4: 16,059 shares 16,059 $715K 0.01% +808 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,749 shares; 2025Q3: 1,920 shares; 2025Q4: 26,165 shares 26,165 $713K 0.01% +24,245 Timeline VLUE 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: 4,929 shares; 2024Q4: 4,880 shares; 2025Q1: not loaded; 2025Q2: 4,706 shares; 2025Q3: 4,705 shares; 2025Q4: 5,202 shares 5,202 $711K 0.01% +497 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,221 shares; 2024Q4: 28,591 shares; 2025Q1: not loaded; 2025Q2: 35,446 shares; 2025Q3: 51,993 shares; 2025Q4: 33,484 shares 33,484 $711K 0.01% -18,509 Timeline DEW 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 loaded; 2025Q2: 11,414 shares; 2025Q3: 11,414 shares; 2025Q4: 11,414 shares 11,414 $703K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 69 shares; 2025Q1: not loaded; 2025Q2: 162 shares; 2025Q3: 80 shares; 2025Q4: 6,115 shares 6,115 $702K 0.01% +6,035 Timeline BLACKROCK CALIF MUN INCOME T BLACKROCK CALIF MUN INCOME T More: the full row for BLACKROCK CALIF MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,266 shares 65,266 $701K 0.01% new EWJ 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: 20,979 shares; 2024Q4: 4,959 shares; 2025Q1: not loaded; 2025Q2: 6,879 shares; 2025Q3: 7,737 shares; 2025Q4: 8,677 shares 8,677 $701K 0.01% +940 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,985 shares; 2025Q1: not loaded; 2025Q2: 5,350 shares; 2025Q3: 5,671 shares; 2025Q4: 3,024 shares 3,024 $695K 0.01% -2,647 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: 17,810 shares; 2024Q4: 10,180 shares; 2025Q1: not loaded; 2025Q2: 7,573 shares; 2025Q3: 7,759 shares; 2025Q4: 18,963 shares 18,963 $695K 0.01% +11,204 Timeline CGIE 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: 906 shares; 2024Q4: 3,398 shares; 2025Q1: not loaded; 2025Q2: 8,940 shares; 2025Q3: 13,927 shares; 2025Q4: 19,764 shares 19,764 $688K 0.01% +5,837 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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 loaded; 2025Q2: 139 shares; 2025Q3: 439 shares; 2025Q4: 2,895 shares 2,895 $687K 0.01% +2,456 Timeline REZ 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: 12,487 shares; 2024Q4: 15,067 shares; 2025Q1: not loaded; 2025Q2: 14,264 shares; 2025Q3: 9,289 shares; 2025Q4: 8,305 shares 8,305 $686K 0.01% -984 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 940 shares; 2025Q1: not loaded; 2025Q2: 835 shares; 2025Q3: 4,225 shares; 2025Q4: 12,053 shares 12,053 $686K 0.01% +7,828 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,866 shares; 2024Q4: 12,905 shares; 2025Q1: not loaded; 2025Q2: 7,552 shares; 2025Q3: 7,478 shares; 2025Q4: 11,281 shares 11,281 $681K 0.01% +3,803 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: 10,024 shares; 2024Q4: 9,913 shares; 2025Q1: not loaded; 2025Q2: 9,050 shares; 2025Q3: 28,953 shares; 2025Q4: 22,231 shares 22,231 $679K 0.01% -6,722 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 557 shares; 2025Q1: not loaded; 2025Q2: 679 shares; 2025Q3: 703 shares; 2025Q4: 987 shares 987 $678K 0.01% +284 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1,927 shares; 2025Q3: 12,279 shares; 2025Q4: 10,462 shares 10,462 $678K 0.01% -1,817 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: 970 shares; 2024Q4: 970 shares; 2025Q1: not loaded; 2025Q2: 8,873 shares; 2025Q3: 9,800 shares; 2025Q4: 13,130 shares 13,130 $678K 0.01% +3,330 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,690 shares; 2025Q1: not loaded; 2025Q2: 5,730 shares; 2025Q3: 6,092 shares; 2025Q4: 13,254 shares 13,254 $677K 0.01% +7,162 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: 4,003 shares; 2024Q4: 3,851 shares; 2025Q1: not loaded; 2025Q2: 2,621 shares; 2025Q3: 2,361 shares; 2025Q4: 4,502 shares 4,502 $677K 0.01% +2,141 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,918 shares; 2025Q1: not loaded; 2025Q2: 5,011 shares; 2025Q3: 4,451 shares; 2025Q4: 9,256 shares 9,256 $676K 0.01% +4,805 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: 36,508 shares; 2024Q4: 41,853 shares; 2025Q1: not loaded; 2025Q2: 23,319 shares; 2025Q3: 13,987 shares; 2025Q4: 18,279 shares 18,279 $676K 0.01% +4,292 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 2,792 shares; 2025Q1: not loaded; 2025Q2: 3,321 shares; 2025Q3: 2,321 shares; 2025Q4: 8,423 shares 8,423 $674K 0.01% +6,102 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: 8,667 shares; 2024Q4: 9,961 shares; 2025Q1: not loaded; 2025Q2: 9,322 shares; 2025Q3: 10,444 shares; 2025Q4: 10,444 shares 10,444 $673K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,930 shares; 2025Q1: not loaded; 2025Q2: 1,733 shares; 2025Q3: 1,526 shares; 2025Q4: 3,637 shares 3,637 $671K 0.01% +2,111 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,889 shares; 2025Q1: not loaded; 2025Q2: 3,253 shares; 2025Q3: 5,760 shares; 2025Q4: 8,871 shares 8,871 $668K 0.01% +3,111 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 44 shares; 2025Q1: not loaded; 2025Q2: 808 shares; 2025Q3: 1,848 shares; 2025Q4: 3,838 shares 3,838 $668K 0.01% +1,990 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: 14,880 shares; 2024Q4: 14,332 shares; 2025Q1: not loaded; 2025Q2: 11,938 shares; 2025Q3: 11,786 shares; 2025Q4: 8,037 shares 8,037 $665K 0.01% -3,749 Timeline FLRN 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: 127 shares; 2024Q4: 10,804 shares; 2025Q1: not loaded; 2025Q2: 11,029 shares; 2025Q3: 18,826 shares; 2025Q4: 21,632 shares 21,632 $665K 0.01% +2,806 Timeline KBWB 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: 11,849 shares; 2024Q4: 11,823 shares; 2025Q1: not loaded; 2025Q2: 11,391 shares; 2025Q3: 9,385 shares; 2025Q4: 7,878 shares 7,878 $664K 0.01% -1,507 Timeline FTSM 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: 9,152 shares; 2024Q4: 40,283 shares; 2025Q1: not loaded; 2025Q2: 6,552 shares; 2025Q3: 6,754 shares; 2025Q4: 11,068 shares 11,068 $663K 0.01% +4,314 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: 11,219 shares; 2024Q4: 9,843 shares; 2025Q1: not loaded; 2025Q2: 10,195 shares; 2025Q3: 7,164 shares; 2025Q4: 8,059 shares 8,059 $661K 0.01% +895 Timeline AETH BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 11,101 shares; 2025Q1: not loaded; 2025Q2: 13,445 shares; 2025Q3: 16,977 shares; 2025Q4: 18,259 shares 18,259 $660K 0.01% +1,282 Timeline DUHP 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: 2,389 shares; 2024Q4: 2,096 shares; 2025Q1: not loaded; 2025Q2: 18,864 shares; 2025Q3: 18,079 shares; 2025Q4: 17,299 shares 17,299 $658K 0.01% -780 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,654 shares; 2024Q4: 1,775 shares; 2025Q1: not loaded; 2025Q2: 5,801 shares; 2025Q3: 6,942 shares; 2025Q4: 10,258 shares 10,258 $658K 0.01% +3,316 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 85 shares; 2025Q1: not loaded; 2025Q2: 1,871 shares; 2025Q3: 89 shares; 2025Q4: 2,291 shares 2,291 $658K 0.01% +2,202 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 4,101 shares; 2025Q1: not loaded; 2025Q2: 4,424 shares; 2025Q3: 6,521 shares; 2025Q4: 6,330 shares 6,330 $656K 0.01% -191 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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 loaded; 2025Q2: not reported; 2025Q3: 14,988 shares; 2025Q4: 45,112 shares 45,112 $656K 0.01% +30,124 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,767 shares; 2024Q4: 19,933 shares; 2025Q1: not loaded; 2025Q2: 29,254 shares; 2025Q3: 33,688 shares; 2025Q4: 33,928 shares 33,928 $656K 0.01% +240 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 4,033 shares; 2025Q1: not loaded; 2025Q2: 3,445 shares; 2025Q3: 4,169 shares; 2025Q4: 5,208 shares 5,208 $656K 0.01% +1,039 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 149 shares; 2025Q1: not loaded; 2025Q2: 615 shares; 2025Q3: 930 shares; 2025Q4: 1,552 shares 1,552 $655K 0.01% +622 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: 85 shares; 2024Q4: 149 shares; 2025Q1: not loaded; 2025Q2: 360 shares; 2025Q3: 299 shares; 2025Q4: 5,169 shares 5,169 $654K 0.01% +4,870 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 85 shares; 2025Q1: not loaded; 2025Q2: 1,520 shares; 2025Q3: 2,591 shares; 2025Q4: 2,136 shares 2,136 $654K 0.01% -455 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: 1,773 shares; 2024Q4: 2,834 shares; 2025Q1: not loaded; 2025Q2: 2,738 shares; 2025Q3: 2,251 shares; 2025Q4: 2,272 shares 2,272 $654K 0.01% +21 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 178 shares; 2025Q1: not loaded; 2025Q2: 8,618 shares; 2025Q3: 8,007 shares; 2025Q4: 12,193 shares 12,193 $654K 0.01% +4,186 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: 3,675 shares; 2024Q4: 5,140 shares; 2025Q1: not loaded; 2025Q2: 4,635 shares; 2025Q3: 4,693 shares; 2025Q4: 4,692 shares 4,692 $654K 0.01% -1 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 90 shares; 2025Q1: not loaded; 2025Q2: 94 shares; 2025Q3: 90 shares; 2025Q4: 1,926 shares 1,926 $648K 0.01% +1,836 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,798 shares; 2024Q4: 16,440 shares; 2025Q1: not loaded; 2025Q2: 17,757 shares; 2025Q3: 17,872 shares; 2025Q4: 14,573 shares 14,573 $646K 0.01% -3,299 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 401 shares; 2025Q1: not loaded; 2025Q2: 719 shares; 2025Q3: 751 shares; 2025Q4: 2,752 shares 2,752 $645K 0.01% +2,001 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 798 shares; 2025Q1: not loaded; 2025Q2: 798 shares; 2025Q3: 823 shares; 2025Q4: 2,194 shares 2,194 $644K 0.01% +1,371 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 10,404 shares; 2025Q1: not loaded; 2025Q2: 10,165 shares; 2025Q3: 10,074 shares; 2025Q4: 9,981 shares 9,981 $642K 0.01% -93 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,973 shares; 2024Q4: 1,131 shares; 2025Q1: not loaded; 2025Q2: 1,693 shares; 2025Q3: 1,675 shares; 2025Q4: 3,786 shares 3,786 $635K 0.01% +2,111 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 1,008 shares; 2025Q1: not loaded; 2025Q2: 1,248 shares; 2025Q3: 1,282 shares; 2025Q4: 1,567 shares 1,567 $632K 0.01% +285 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: 6,501 shares; 2024Q4: 4,992 shares; 2025Q1: not loaded; 2025Q2: 6,968 shares; 2025Q3: 7,775 shares; 2025Q4: 8,219 shares 8,219 $632K 0.01% +444 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 293 shares; 2025Q1: not loaded; 2025Q2: 969 shares; 2025Q3: 626 shares; 2025Q4: 3,794 shares 3,794 $631K 0.01% +3,168 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,262 shares 19,262 $631K 0.01% new Timeline QMOM 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: 9,090 shares; 2024Q4: 9,090 shares; 2025Q1: not loaded; 2025Q2: 8,159 shares; 2025Q3: 9,297 shares; 2025Q4: 9,638 shares 9,638 $629K 0.01% +341 Timeline FREL 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: 17,453 shares; 2024Q4: 18,944 shares; 2025Q1: not loaded; 2025Q2: 15,464 shares; 2025Q3: 21,933 shares; 2025Q4: 23,369 shares 23,369 $628K 0.01% +1,436 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 270 shares; 2025Q1: not loaded; 2025Q2: 481 shares; 2025Q3: 219 shares; 2025Q4: 13,760 shares 13,760 $628K 0.01% +13,541 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: 122 shares; 2024Q4: 122 shares; 2025Q1: not loaded; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 7,759 shares 7,759 $627K 0.01% +7,637 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: 859 shares; 2024Q4: 859 shares; 2025Q1: not loaded; 2025Q2: 16,847 shares; 2025Q3: 16,953 shares; 2025Q4: 16,552 shares 16,552 $627K 0.01% -401 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: 5,573 shares; 2024Q4: 5,184 shares; 2025Q1: not loaded; 2025Q2: 4,035 shares; 2025Q3: 4,554 shares; 2025Q4: 5,706 shares 5,706 $625K 0.01% +1,152 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 3,215 shares; 2025Q1: not loaded; 2025Q2: 3,682 shares; 2025Q3: 3,347 shares; 2025Q4: 3,269 shares 3,269 $625K 0.01% -78 Timeline ISTB 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: 21,579 shares; 2024Q4: 24,283 shares; 2025Q1: not loaded; 2025Q2: 14,274 shares; 2025Q3: 15,301 shares; 2025Q4: 12,812 shares 12,812 $625K 0.01% -2,489 Timeline AIQ 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: 1,620 shares; 2024Q4: 1,675 shares; 2025Q1: not loaded; 2025Q2: 6,446 shares; 2025Q3: 7,441 shares; 2025Q4: 12,278 shares 12,278 $624K 0.01% +4,837 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 2,863 shares; 2025Q1: not loaded; 2025Q2: 4,704 shares; 2025Q3: 4,646 shares; 2025Q4: 6,124 shares 6,124 $624K 0.01% +1,478 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: 1,913 shares; 2024Q4: 962 shares; 2025Q1: not loaded; 2025Q2: 877 shares; 2025Q3: 888 shares; 2025Q4: 2,263 shares 2,263 $623K 0.01% +1,375 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 479 shares; 2025Q1: not loaded; 2025Q2: 611 shares; 2025Q3: 583 shares; 2025Q4: 2,778 shares 2,778 $618K 0.01% +2,195 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,553 shares; 2025Q1: not loaded; 2025Q2: 645 shares; 2025Q3: 657 shares; 2025Q4: 3,034 shares 3,034 $616K 0.01% +2,377 Timeline BUFD 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: 21,499 shares; 2025Q1: not loaded; 2025Q2: 21,499 shares; 2025Q3: 21,499 shares; 2025Q4: 21,797 shares 21,797 $616K 0.01% +298 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 186 shares; 2025Q1: not loaded; 2025Q2: 462 shares; 2025Q3: 3,215 shares; 2025Q4: 3,264 shares 3,264 $615K 0.01% +49 Timeline SPFF 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: 24,432 shares; 2024Q4: 25,438 shares; 2025Q1: not loaded; 2025Q2: 31,926 shares; 2025Q3: 34,900 shares; 2025Q4: 65,900 shares 65,900 $614K 0.01% +31,000 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 61 shares; 2025Q1: not loaded; 2025Q2: 75 shares; 2025Q3: 107 shares; 2025Q4: 730 shares 730 $614K 0.01% +623 Timeline FORTINET INC FORTINET INC More: the full row for FORTINET 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,730 shares 7,730 $614K 0.01% new STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 278 shares; 2025Q1: not loaded; 2025Q2: 301 shares; 2025Q3: 294 shares; 2025Q4: 2,416 shares 2,416 $613K 0.01% +2,122 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: 9,315 shares; 2024Q4: 9,260 shares; 2025Q1: not loaded; 2025Q2: 18,222 shares; 2025Q3: 19,122 shares; 2025Q4: 20,106 shares 20,106 $612K 0.01% +984 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 2,343 shares; 2025Q1: not loaded; 2025Q2: 2,533 shares; 2025Q3: 2,396 shares; 2025Q4: 2,923 shares 2,923 $611K 0.01% +527 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: 1,828 shares; 2024Q4: 2,309 shares; 2025Q1: not loaded; 2025Q2: 4,680 shares; 2025Q3: 5,374 shares; 2025Q4: 6,473 shares 6,473 $610K 0.01% +1,099 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,457 shares; 2024Q4: 10,174 shares; 2025Q1: not loaded; 2025Q2: 13,817 shares; 2025Q3: 13,821 shares; 2025Q4: 13,832 shares 13,832 $609K 0.01% +11 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 3,242 shares; 2025Q1: not loaded; 2025Q2: 3,211 shares; 2025Q3: 3,348 shares; 2025Q4: 5,171 shares 5,171 $606K 0.01% +1,823 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 2,255 shares; 2025Q1: not loaded; 2025Q2: 1,410 shares; 2025Q3: 1,412 shares; 2025Q4: 1,561 shares 1,561 $604K 0.01% +149 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,426 shares; 2025Q1: not loaded; 2025Q2: 2,670 shares; 2025Q3: 2,655 shares; 2025Q4: 3,693 shares 3,693 $602K 0.01% +1,038 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 2,080 shares; 2025Q3: 18 shares; 2025Q4: 29,446 shares 29,446 $601K 0.01% +29,428 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 408 shares; 2025Q1: not loaded; 2025Q2: 688 shares; 2025Q3: 618 shares; 2025Q4: 8,912 shares 8,912 $601K 0.01% +8,294 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,940 shares; 2025Q1: not loaded; 2025Q2: 17,940 shares; 2025Q3: 17,940 shares; 2025Q4: 17,940 shares 17,940 $599K 0.01% 0 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 18 shares; 2025Q1: not loaded; 2025Q2: 913 shares; 2025Q3: 1,444 shares; 2025Q4: 20,485 shares 20,485 $599K 0.01% +19,041 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: 11,673 shares; 2024Q4: 10,805 shares; 2025Q1: not loaded; 2025Q2: 9,508 shares; 2025Q3: 7,192 shares; 2025Q4: 13,466 shares 13,466 $597K 0.01% +6,274 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: not loaded; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 46,221 shares 46,221 $596K 0.01% +45,891 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,624 shares 26,624 $595K 0.01% 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: 12,227 shares; 2025Q1: not loaded; 2025Q2: 15,683 shares; 2025Q3: 14,995 shares; 2025Q4: 15,336 shares 15,336 $594K 0.01% +341 Timeline EEMV 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: 6,799 shares; 2024Q4: 7,003 shares; 2025Q1: not loaded; 2025Q2: 7,393 shares; 2025Q3: 7,424 shares; 2025Q4: 9,248 shares 9,248 $592K 0.01% +1,824 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,993 shares; 2024Q4: 5,302 shares; 2025Q1: not loaded; 2025Q2: 5,103 shares; 2025Q3: 5,069 shares; 2025Q4: 21,820 shares 21,820 $591K 0.01% +16,751 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: not loaded; 2025Q2: 611 shares; 2025Q3: 7,759 shares; 2025Q4: 12,990 shares 12,990 $590K 0.01% +5,231 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 1,023 shares; 2025Q1: not loaded; 2025Q2: 3,847 shares; 2025Q3: 4,096 shares; 2025Q4: 2,586 shares 2,586 $590K 0.01% -1,510 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 220 shares; 2025Q1: not loaded; 2025Q2: 120 shares; 2025Q3: 75 shares; 2025Q4: 4,094 shares 4,094 $589K 0.01% +4,019 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: 7,894 shares; 2024Q4: 4,301 shares; 2025Q1: not loaded; 2025Q2: 3,468 shares; 2025Q3: 3,891 shares; 2025Q4: 2,389 shares 2,389 $588K 0.01% -1,502 Timeline VLU 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: 1,340 shares; 2024Q4: 1,646 shares; 2025Q1: not loaded; 2025Q2: 2,945 shares; 2025Q3: 2,886 shares; 2025Q4: 2,793 shares 2,793 $588K 0.01% -93 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,261 shares; 2025Q1: not loaded; 2025Q2: 1,825 shares; 2025Q3: 1,745 shares; 2025Q4: 7,084 shares 7,084 $588K 0.01% +5,339 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: 7,223 shares; 2024Q4: 8,381 shares; 2025Q1: not loaded; 2025Q2: 9,873 shares; 2025Q3: 9,749 shares; 2025Q4: 9,741 shares 9,741 $588K 0.01% -8 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 2,962 shares; 2025Q1: not loaded; 2025Q2: 3,827 shares; 2025Q3: 4,067 shares; 2025Q4: 14,540 shares 14,540 $588K 0.01% +10,473 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 88 shares; 2025Q1: not loaded; 2025Q2: 114 shares; 2025Q3: 83 shares; 2025Q4: 1,063 shares 1,063 $588K 0.01% +980 Timeline FTSL 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: 2,319 shares; 2024Q4: 2,954 shares; 2025Q1: not loaded; 2025Q2: 3,288 shares; 2025Q3: 3,023 shares; 2025Q4: 12,760 shares 12,760 $585K 0.01% +9,737 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,851 shares; 2025Q1: not loaded; 2025Q2: 5,374 shares; 2025Q3: 5,171 shares; 2025Q4: 11,724 shares 11,724 $583K 0.01% +6,553 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 9,822 shares; 2025Q1: not loaded; 2025Q2: 8,881 shares; 2025Q3: 6,432 shares; 2025Q4: 6,290 shares 6,290 $581K 0.01% -142 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: 1,994 shares; 2025Q1: not loaded; 2025Q2: 10,731 shares; 2025Q3: 11,996 shares; 2025Q4: 14,632 shares 14,632 $579K 0.01% +2,636 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: not loaded; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 5,238 shares 5,238 $579K 0.01% +4,988 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 12,131 shares; 2025Q1: not loaded; 2025Q2: 4,723 shares; 2025Q3: 4,537 shares; 2025Q4: 9,061 shares 9,061 $577K 0.01% +4,524 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 1,094 shares; 2025Q1: not loaded; 2025Q2: 1,706 shares; 2025Q3: 1,102 shares; 2025Q4: 1,465 shares 1,465 $577K 0.01% +363 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 13,416 shares; 2025Q1: not loaded; 2025Q2: 13,560 shares; 2025Q3: 12,292 shares; 2025Q4: 8,564 shares 8,564 $575K 0.01% -3,728 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 1,272 shares; 2025Q1: not loaded; 2025Q2: 1,201 shares; 2025Q3: 1,127 shares; 2025Q4: 2,399 shares 2,399 $575K 0.01% +1,272 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 3,360 shares; 2025Q1: not loaded; 2025Q2: 2,114 shares; 2025Q3: 2,095 shares; 2025Q4: 4,006 shares 4,006 $574K 0.01% +1,911 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: 5,110 shares; 2024Q4: 8,698 shares; 2025Q1: not loaded; 2025Q2: 8,841 shares; 2025Q3: 7,710 shares; 2025Q4: 20,295 shares 20,295 $574K 0.01% +12,585 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 455 shares; 2025Q1: not loaded; 2025Q2: 3,273 shares; 2025Q3: 1,710 shares; 2025Q4: 3,369 shares 3,369 $571K 0.01% +1,659 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,724 shares; 2025Q1: not loaded; 2025Q2: 1,581 shares; 2025Q3: 1,371 shares; 2025Q4: 1,369 shares 1,369 $571K 0.01% -2 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 loaded; 2025Q2: 4,727 shares; 2025Q3: 7,632 shares; 2025Q4: 17,821 shares 17,821 $569K 0.01% +10,189 Timeline FTEC 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: 1,487 shares; 2024Q4: 1,685 shares; 2025Q1: not loaded; 2025Q2: 1,838 shares; 2025Q3: 1,892 shares; 2025Q4: 2,531 shares 2,531 $569K 0.01% +639 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 58 shares; 2025Q1: not loaded; 2025Q2: 145 shares; 2025Q3: 50 shares; 2025Q4: 13,205 shares 13,205 $567K 0.01% +13,155 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 11,249 shares; 2025Q1: not loaded; 2025Q2: 8,239 shares; 2025Q3: 8,753 shares; 2025Q4: 12,064 shares 12,064 $565K 0.01% +3,311 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: not loaded; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 57,843 shares 57,843 $564K 0.01% +57,765 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 237 shares; 2025Q1: not loaded; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 20,280 shares 20,280 $563K 0.01% +20,199 Timeline IBHG 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: 19,636 shares; 2024Q4: 21,346 shares; 2025Q1: not loaded; 2025Q2: 21,557 shares; 2025Q3: 25,068 shares; 2025Q4: 25,230 shares 25,230 $563K 0.01% +162 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: 3,136 shares; 2024Q4: 5,575 shares; 2025Q1: not loaded; 2025Q2: 8,665 shares; 2025Q3: 8,791 shares; 2025Q4: 11,235 shares 11,235 $561K 0.01% +2,444 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 7,336 shares; 2025Q1: not loaded; 2025Q2: 5,646 shares; 2025Q3: 9,037 shares; 2025Q4: 13,110 shares 13,110 $560K 0.01% +4,073 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 670 shares; 2025Q1: not loaded; 2025Q2: 733 shares; 2025Q3: 840 shares; 2025Q4: 2,725 shares 2,725 $557K 0.01% +1,885 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,169 shares; 2025Q1: not loaded; 2025Q2: 8,289 shares; 2025Q3: 11,302 shares; 2025Q4: 11,327 shares 11,327 $555K 0.01% +25 Timeline TOTL 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: 7,814 shares; 2024Q4: 7,814 shares; 2025Q1: not loaded; 2025Q2: 12,137 shares; 2025Q3: 12,142 shares; 2025Q4: 13,748 shares 13,748 $553K 0.01% +1,606 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: 11,025 shares; 2024Q4: 10,234 shares; 2025Q1: not loaded; 2025Q2: 11,713 shares; 2025Q3: 9,882 shares; 2025Q4: 23,615 shares 23,615 $552K 0.01% +13,733 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 6,057 shares; 2025Q1: not loaded; 2025Q2: 2,749 shares; 2025Q3: 2,730 shares; 2025Q4: 4,401 shares 4,401 $552K 0.01% +1,671 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 2,071 shares; 2025Q1: not loaded; 2025Q2: 2,661 shares; 2025Q3: 2,715 shares; 2025Q4: 3,023 shares 3,023 $552K 0.01% +308 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: 8,146 shares; 2024Q4: 5,226 shares; 2025Q1: not loaded; 2025Q2: 2,503 shares; 2025Q3: 3,473 shares; 2025Q4: 6,385 shares 6,385 $551K 0.01% +2,912 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 7,121 shares; 2025Q1: not loaded; 2025Q2: 7,708 shares; 2025Q3: 7,774 shares; 2025Q4: 8,279 shares 8,279 $550K 0.01% +505 Timeline CGHM 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: not loaded; 2025Q2: 18,497 shares; 2025Q3: 21,044 shares; 2025Q4: 21,560 shares 21,560 $549K 0.01% +516 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: 2,483 shares; 2024Q4: 2,310 shares; 2025Q1: not loaded; 2025Q2: 3,052 shares; 2025Q3: 10,774 shares; 2025Q4: 19,535 shares 19,535 $549K 0.01% +8,761 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: 141 shares; 2024Q4: 140 shares; 2025Q1: not loaded; 2025Q2: 119 shares; 2025Q3: 804 shares; 2025Q4: 3,177 shares 3,177 $549K 0.01% +2,373 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 157 shares; 2025Q1: not loaded; 2025Q2: 277 shares; 2025Q3: 275 shares; 2025Q4: 1,223 shares 1,223 $548K 0.01% +948 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 78 shares; 2025Q1: not loaded; 2025Q2: 192 shares; 2025Q3: 135 shares; 2025Q4: 12,107 shares 12,107 $548K 0.01% +11,972 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,931 shares; 2024Q4: 5,550 shares; 2025Q1: not loaded; 2025Q2: 2,033 shares; 2025Q3: 2,062 shares; 2025Q4: 5,716 shares 5,716 $548K 0.01% +3,654 Timeline ONEY 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: 10,460 shares; 2024Q4: 9,947 shares; 2025Q1: not loaded; 2025Q2: 10,680 shares; 2025Q3: 9,985 shares; 2025Q4: 4,824 shares 4,824 $548K 0.01% -5,161 Timeline AGQI 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,154 shares 33,154 $547K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 982 shares; 2025Q1: not loaded; 2025Q2: 702 shares; 2025Q3: 813 shares; 2025Q4: 3,393 shares 3,393 $546K 0.01% +2,580 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 273 shares; 2025Q1: not loaded; 2025Q2: 770 shares; 2025Q3: 684 shares; 2025Q4: 1,522 shares 1,522 $543K 0.01% +838 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: 12,231 shares; 2024Q4: 12,530 shares; 2025Q1: not loaded; 2025Q2: 16,476 shares; 2025Q3: 14,807 shares; 2025Q4: 15,473 shares 15,473 $542K 0.01% +666 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not loaded; 2025Q2: 13,217 shares; 2025Q3: 12,774 shares; 2025Q4: 10,793 shares 10,793 $542K 0.01% -1,981 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,376 shares 19,376 $541K 0.01% new Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 671 shares; 2025Q1: not loaded; 2025Q2: 1,650 shares; 2025Q3: 1,766 shares; 2025Q4: 1,658 shares 1,658 $541K 0.01% -108 Timeline OMFL 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: 7,885 shares; 2024Q4: 8,213 shares; 2025Q1: not loaded; 2025Q2: 8,941 shares; 2025Q3: 8,836 shares; 2025Q4: 8,814 shares 8,814 $539K 0.01% -22 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 13,024 shares; 2025Q1: not loaded; 2025Q2: 11,524 shares; 2025Q3: 8,642 shares; 2025Q4: 11,819 shares 11,819 $538K 0.01% +3,177 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: not loaded; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 24,318 shares 24,318 $535K 0.01% +23,398 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: 2,766 shares; 2024Q4: 2,665 shares; 2025Q1: not loaded; 2025Q2: 1,296 shares; 2025Q3: 1,388 shares; 2025Q4: 1,203 shares 1,203 $535K 0.01% -185 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 4,552 shares; 2025Q1: not loaded; 2025Q2: 5,833 shares; 2025Q3: 5,979 shares; 2025Q4: 5,969 shares 5,969 $535K 0.01% -10 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 9,384 shares; 2025Q1: not loaded; 2025Q2: 11,014 shares; 2025Q3: 11,478 shares; 2025Q4: 16,516 shares 16,516 $534K 0.01% +5,038 Timeline XHLF 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: 4,225 shares; 2024Q4: 4,517 shares; 2025Q1: not loaded; 2025Q2: 4,568 shares; 2025Q3: 5,488 shares; 2025Q4: 10,618 shares 10,618 $534K 0.01% +5,130 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 2,931 shares; 2025Q1: not loaded; 2025Q2: 3,097 shares; 2025Q3: 3,694 shares; 2025Q4: 6,389 shares 6,389 $533K 0.01% +2,695 Timeline IHAK 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: 13,938 shares; 2024Q4: 15,532 shares; 2025Q1: not loaded; 2025Q2: 14,214 shares; 2025Q3: 10,909 shares; 2025Q4: 11,048 shares 11,048 $532K 0.01% +139 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 1,495 shares; 2025Q1: not loaded; 2025Q2: 1,613 shares; 2025Q3: 1,553 shares; 2025Q4: 8,762 shares 8,762 $529K 0.01% +7,209 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 236 shares; 2025Q1: not loaded; 2025Q2: 132 shares; 2025Q3: 1,883 shares; 2025Q4: 30,032 shares 30,032 $526K 0.01% +28,149 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,013 shares 30,013 $525K 0.01% new RWK 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: 1,500 shares; 2024Q4: 1,886 shares; 2025Q1: not loaded; 2025Q2: 1,740 shares; 2025Q3: 1,742 shares; 2025Q4: 4,142 shares 4,142 $524K 0.01% +2,400 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 4,302 shares; 2025Q3: 13,240 shares; 2025Q4: 17,240 shares 17,240 $522K 0.01% +4,000 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,772 shares; 2025Q1: not loaded; 2025Q2: 3,248 shares; 2025Q3: 4,003 shares; 2025Q4: 72,748 shares 72,748 $521K 0.01% +68,745 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 562 shares; 2025Q1: not loaded; 2025Q2: 628 shares; 2025Q3: 577 shares; 2025Q4: 1,170 shares 1,170 $521K 0.01% +593 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 2,024 shares; 2025Q1: not loaded; 2025Q2: 2,896 shares; 2025Q3: 3,102 shares; 2025Q4: 3,914 shares 3,914 $520K 0.01% +812 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 4,296 shares; 2025Q1: not loaded; 2025Q2: 4,528 shares; 2025Q3: 3,217 shares; 2025Q4: 5,872 shares 5,872 $518K 0.01% +2,655 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,167 shares; 2024Q4: 3,249 shares; 2025Q1: not loaded; 2025Q2: 4,765 shares; 2025Q3: 4,765 shares; 2025Q4: 14,320 shares 14,320 $516K 0.01% +9,555 Timeline GSEW 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: 11,814 shares; 2024Q4: 11,825 shares; 2025Q1: not loaded; 2025Q2: 6,042 shares; 2025Q3: 6,054 shares; 2025Q4: 6,065 shares 6,065 $516K 0.01% +11 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: 440 shares; 2024Q4: 440 shares; 2025Q1: not loaded; 2025Q2: 29,810 shares; 2025Q3: 19,710 shares; 2025Q4: 19,710 shares 19,710 $513K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 7,455 shares; 2025Q1: not loaded; 2025Q2: 7,643 shares; 2025Q3: 7,698 shares; 2025Q4: 16,239 shares 16,239 $512K 0.01% +8,541 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: 1,438 shares; 2024Q4: 1,456 shares; 2025Q1: not loaded; 2025Q2: 1,333 shares; 2025Q3: 1,611 shares; 2025Q4: 2,034 shares 2,034 $511K 0.01% +423 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 187 shares; 2025Q1: not loaded; 2025Q2: 203 shares; 2025Q3: 214 shares; 2025Q4: 2,978 shares 2,978 $510K 0.01% +2,764 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 10,655 shares; 2025Q1: not loaded; 2025Q2: 10,098 shares; 2025Q3: 9,671 shares; 2025Q4: 8,440 shares 8,440 $510K 0.01% -1,231 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: 8,147 shares; 2024Q4: 8,228 shares; 2025Q1: not loaded; 2025Q2: 8,398 shares; 2025Q3: 10,505 shares; 2025Q4: 10,615 shares 10,615 $509K 0.01% +110 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 11,069 shares; 2025Q1: not loaded; 2025Q2: 15,701 shares; 2025Q3: 16,271 shares; 2025Q4: 29,263 shares 29,263 $508K 0.01% +12,992 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,029 shares; 2024Q4: 48,892 shares; 2025Q1: not loaded; 2025Q2: 52,063 shares; 2025Q3: 52,181 shares; 2025Q4: 52,411 shares 52,411 $506K 0.01% +230 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: 2,297 shares; 2024Q4: 3,680 shares; 2025Q1: not loaded; 2025Q2: 24,450 shares; 2025Q3: 27,006 shares; 2025Q4: 10,491 shares 10,491 $505K 0.01% -16,515 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,811 shares; 2024Q4: 7,363 shares; 2025Q1: not loaded; 2025Q2: 7,099 shares; 2025Q3: 6,708 shares; 2025Q4: 6,350 shares 6,350 $504K 0.01% -358 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,273 shares; 2025Q1: not loaded; 2025Q2: 822 shares; 2025Q3: 831 shares; 2025Q4: 1,534 shares 1,534 $504K 0.01% +703 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,051 shares; 2025Q1: not loaded; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 21,033 shares 21,033 $503K 0.01% +19,971 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 556 shares; 2025Q1: not loaded; 2025Q2: 50,474 shares; 2025Q3: 9,304 shares; 2025Q4: 32,238 shares 32,238 $503K 0.01% +22,934 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,681 shares; 2024Q4: 12,880 shares; 2025Q1: not loaded; 2025Q2: 64 shares; 2025Q3: 1,847 shares; 2025Q4: 2,539 shares 2,539 $503K 0.01% +692 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 86 shares; 2025Q1: not loaded; 2025Q2: 1,926 shares; 2025Q3: 2,265 shares; 2025Q4: 5,460 shares 5,460 $502K 0.01% +3,195 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: 1,499 shares; 2024Q4: 1,211 shares; 2025Q1: not loaded; 2025Q2: 1,962 shares; 2025Q3: 2,301 shares; 2025Q4: 4,482 shares 4,482 $501K 0.01% +2,181 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 880 shares; 2025Q1: not loaded; 2025Q2: 3,436 shares; 2025Q3: 3,745 shares; 2025Q4: 13,008 shares 13,008 $499K 0.01% +9,263 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,801 shares; 2025Q1: not loaded; 2025Q2: 5,914 shares; 2025Q3: 7,111 shares; 2025Q4: 10,817 shares 10,817 $496K 0.01% +3,706 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 4,324 shares; 2025Q1: not loaded; 2025Q2: 4,590 shares; 2025Q3: 7,796 shares; 2025Q4: 13,218 shares 13,218 $495K 0.01% +5,422 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 502 shares; 2025Q1: not loaded; 2025Q2: 500 shares; 2025Q3: 1,187 shares; 2025Q4: 6,026 shares 6,026 $494K 0.01% +4,839 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,788 shares; 2025Q1: not loaded; 2025Q2: 1,576 shares; 2025Q3: 1,626 shares; 2025Q4: 3,568 shares 3,568 $492K 0.01% +1,942 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,290 shares; 2024Q4: 8,360 shares; 2025Q1: not loaded; 2025Q2: 8,198 shares; 2025Q3: 8,225 shares; 2025Q4: 9,212 shares 9,212 $490K 0.01% +987 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,380 shares; 2025Q1: not loaded; 2025Q2: 6,632 shares; 2025Q3: 6,384 shares; 2025Q4: 4,995 shares 4,995 $489K 0.01% -1,389 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 2,695 shares; 2025Q1: not loaded; 2025Q2: 1,933 shares; 2025Q3: 1,671 shares; 2025Q4: 3,881 shares 3,881 $488K 0.01% +2,210 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 391 shares; 2025Q1: not loaded; 2025Q2: 551 shares; 2025Q3: 334 shares; 2025Q4: 7,806 shares 7,806 $487K 0.01% +7,472 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4,579 shares; 2025Q1: not loaded; 2025Q2: 4,343 shares; 2025Q3: 3,885 shares; 2025Q4: 4,881 shares 4,881 $487K 0.01% +996 Timeline FXL 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: 2,494 shares; 2024Q4: 2,394 shares; 2025Q1: not loaded; 2025Q2: 2,584 shares; 2025Q3: 2,748 shares; 2025Q4: 2,882 shares 2,882 $485K 0.01% +134 Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares 27,000 $484K 0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 49 shares; 2025Q1: not loaded; 2025Q2: 4,627 shares; 2025Q3: 5,983 shares; 2025Q4: 8,985 shares 8,985 $484K 0.01% +3,002 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 236 shares; 2025Q1: not loaded; 2025Q2: 3,031 shares; 2025Q3: 550 shares; 2025Q4: 2,912 shares 2,912 $483K 0.01% +2,362 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 3,979 shares; 2025Q1: not loaded; 2025Q2: 3,269 shares; 2025Q3: 2,831 shares; 2025Q4: 3,516 shares 3,516 $478K 0.01% +685 Timeline GTO 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 loaded; 2025Q2: 4,167 shares; 2025Q3: 8,698 shares; 2025Q4: 10,059 shares 10,059 $477K 0.01% +1,361 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 3,778 shares; 2025Q1: not loaded; 2025Q2: 5,102 shares; 2025Q3: 3,093 shares; 2025Q4: 4,636 shares 4,636 $475K 0.01% +1,543 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,791 shares; 2025Q1: not loaded; 2025Q2: 2,039 shares; 2025Q3: 5,478 shares; 2025Q4: 2,799 shares 2,799 $475K 0.01% -2,679 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 37 shares; 2025Q1: not loaded; 2025Q2: 88 shares; 2025Q3: 537 shares; 2025Q4: 1,500 shares 1,500 $472K 0.01% +963 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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 loaded; 2025Q2: 5,042 shares; 2025Q3: 4,363 shares; 2025Q4: 6,764 shares 6,764 $472K 0.01% +2,401 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: 3,476 shares; 2024Q4: 48 shares; 2025Q1: not loaded; 2025Q2: 671 shares; 2025Q3: 674 shares; 2025Q4: 5,132 shares 5,132 $471K 0.01% +4,458 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 6,217 shares; 2025Q3: 5,823 shares; 2025Q4: 10,911 shares 10,911 $469K 0.01% +5,088 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: 4,168 shares; 2024Q4: 4,017 shares; 2025Q1: not loaded; 2025Q2: 4,645 shares; 2025Q3: 5,579 shares; 2025Q4: 6,997 shares 6,997 $469K 0.01% +1,418 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,408 shares; 2025Q1: not loaded; 2025Q2: 1,662 shares; 2025Q3: 1,602 shares; 2025Q4: 3,436 shares 3,436 $468K 0.01% +1,834 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 243 shares; 2025Q1: not loaded; 2025Q2: 359 shares; 2025Q3: 352 shares; 2025Q4: 5,418 shares 5,418 $468K 0.01% +5,066 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: not loaded; 2025Q2: 71 shares; 2025Q3: 26 shares; 2025Q4: 5,064 shares 5,064 $467K 0.01% +5,038 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,135 shares; 2025Q1: not loaded; 2025Q2: 11,980 shares; 2025Q3: 11,895 shares; 2025Q4: 11,800 shares 11,800 $467K 0.01% -95 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,254 shares; 2024Q4: 3,131 shares; 2025Q1: not loaded; 2025Q2: 3,850 shares; 2025Q3: 3,295 shares; 2025Q4: 4,702 shares 4,702 $467K 0.01% +1,407 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,059 shares; 2024Q4: 14,806 shares; 2025Q1: not loaded; 2025Q2: 8,787 shares; 2025Q3: 7,176 shares; 2025Q4: 7,183 shares 7,183 $466K 0.01% +7 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 2,010 shares; 2025Q1: not loaded; 2025Q2: 2,795 shares; 2025Q3: 9,361 shares; 2025Q4: 9,210 shares 9,210 $465K 0.01% -151 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: 3,202 shares; 2024Q4: 2,855 shares; 2025Q1: not loaded; 2025Q2: 2,317 shares; 2025Q3: 2,166 shares; 2025Q4: 11,767 shares 11,767 $464K 0.01% +9,601 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 667 shares; 2025Q1: not loaded; 2025Q2: 1,528 shares; 2025Q3: 1,419 shares; 2025Q4: 2,829 shares 2,829 $462K 0.01% +1,410 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: 2,033 shares; 2024Q4: 2,688 shares; 2025Q1: not loaded; 2025Q2: 2,620 shares; 2025Q3: 2,569 shares; 2025Q4: 6,373 shares 6,373 $462K 0.01% +3,804 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 107 shares; 2025Q1: not loaded; 2025Q2: 1,695 shares; 2025Q3: 16,547 shares; 2025Q4: 10,527 shares 10,527 $461K 0.01% -6,020 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 11,482 shares; 2025Q1: not loaded; 2025Q2: 10,632 shares; 2025Q3: 10,318 shares; 2025Q4: 10,585 shares 10,585 $458K 0.01% +267 Timeline TIPX 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: 88,304 shares; 2024Q4: 45,437 shares; 2025Q1: not loaded; 2025Q2: 19,402 shares; 2025Q3: 21,426 shares; 2025Q4: 23,880 shares 23,880 $456K 0.01% +2,454 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,588 shares; 2025Q1: not loaded; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: 37,859 shares 37,859 $455K 0.01% +35,849 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 3,497 shares; 2025Q1: not loaded; 2025Q2: 4,364 shares; 2025Q3: 4,520 shares; 2025Q4: 3,999 shares 3,999 $455K 0.01% -521 Timeline FXH 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: 5,873 shares; 2024Q4: 4,973 shares; 2025Q1: not loaded; 2025Q2: 4,068 shares; 2025Q3: 4,074 shares; 2025Q4: 3,988 shares 3,988 $454K 0.01% -86 Timeline