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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,572 shares; 2024Q4: 28,531 shares; 2025Q1: 30,047 shares; 2025Q2: 30,930 shares; 2025Q3: 15,961 shares 15,961 $626K 0.03% -14,969 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,169 shares; 2025Q2: 21,939 shares; 2025Q3: 22,043 shares 22,043 $623K 0.03% +104 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,725 shares; 2024Q4: 6,095 shares; 2025Q1: 6,771 shares; 2025Q2: 6,216 shares; 2025Q3: 3,199 shares 3,199 $622K 0.03% -3,017 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,216 shares; 2024Q4: 13,464 shares; 2025Q1: 14,222 shares; 2025Q2: 14,988 shares; 2025Q3: 14,967 shares 14,967 $619K 0.03% -21 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,768 shares; 2024Q4: 54,434 shares; 2025Q1: 52,867 shares; 2025Q2: 49,628 shares; 2025Q3: 49,628 shares 49,628 $614K 0.03% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,145 shares; 2025Q1: 1,282 shares; 2025Q2: 1,189 shares; 2025Q3: 1,518 shares 1,518 $614K 0.03% +329 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,750 shares 17,750 $608K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,519 shares; 2025Q1: 1,610 shares; 2025Q2: 2,290 shares; 2025Q3: 2,351 shares 2,351 $607K 0.03% +61 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,976 shares; 2025Q1: 3,280 shares; 2025Q2: 3,908 shares; 2025Q3: 2,454 shares 2,454 $606K 0.03% -1,454 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 9,990 shares; 2025Q1: 9,910 shares; 2025Q2: 10,046 shares; 2025Q3: 10,632 shares 10,632 $605K 0.03% +586 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 3,084 shares 3,084 $604K 0.03% +1,008 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 12,287 shares; 2025Q1: 12,036 shares; 2025Q2: 13,736 shares; 2025Q3: 13,895 shares 13,895 $602K 0.03% +159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,155 shares; 2025Q1: 2,438 shares; 2025Q2: 2,434 shares; 2025Q3: 2,447 shares 2,447 $601K 0.03% +13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,231 shares; 2024Q4: 14,991 shares; 2025Q1: 19,302 shares; 2025Q2: 18,738 shares; 2025Q3: 17,078 shares 17,078 $599K 0.03% -1,660 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,645 shares; 2025Q3: 5,684 shares 5,684 $597K 0.03% +39 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,515 shares; 2024Q4: 42,515 shares; 2025Q1: 40,360 shares; 2025Q2: 40,360 shares; 2025Q3: 42,360 shares 42,360 $596K 0.03% +2,000 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 4,584 shares; 2025Q1: 4,539 shares; 2025Q2: 4,543 shares; 2025Q3: 4,685 shares 4,685 $594K 0.03% +142 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 7,927 shares; 2025Q1: 6,618 shares; 2025Q2: 7,448 shares; 2025Q3: 5,911 shares 5,911 $592K 0.03% -1,537 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,761 shares; 2024Q4: 11,892 shares; 2025Q1: 12,166 shares; 2025Q2: 11,937 shares; 2025Q3: 11,802 shares 11,802 $590K 0.03% -135 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 7,917 shares; 2025Q1: 10,986 shares; 2025Q2: 44,406 shares; 2025Q3: 10,210 shares 10,210 $587K 0.03% -34,196 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,369 shares; 2024Q4: 46,956 shares; 2025Q1: 22,640 shares; 2025Q2: 21,476 shares; 2025Q3: 20,952 shares 20,952 $585K 0.03% -524 FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,623 shares; 2025Q2: 3,399 shares; 2025Q3: 5,852 shares 5,852 $584K 0.03% +2,453 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,126 shares; 2024Q4: 6,136 shares; 2025Q1: 6,627 shares; 2025Q2: 6,784 shares; 2025Q3: 7,018 shares 7,018 $582K 0.03% +234 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,295 shares 19,295 $580K 0.03% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,931 shares; 2024Q4: 13,982 shares; 2025Q1: 16,000 shares; 2025Q2: 16,875 shares; 2025Q3: 11,371 shares 11,371 $571K 0.03% -5,504 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,257 shares; 2024Q4: 38,014 shares; 2025Q1: 37,789 shares; 2025Q2: 35,063 shares; 2025Q3: 33,035 shares 33,035 $571K 0.03% -2,028 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 6,315 shares; 2025Q1: 6,164 shares; 2025Q2: 5,927 shares; 2025Q3: 6,684 shares 6,684 $564K 0.03% +757 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 3,051 shares; 2025Q1: 3,438 shares; 2025Q2: 2,034 shares; 2025Q3: 2,618 shares 2,618 $562K 0.03% +584 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,450 shares; 2025Q1: 21,968 shares; 2025Q2: 19,215 shares; 2025Q3: 16,518 shares 16,518 $560K 0.03% -2,697 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,636 shares; 2025Q2: 4,118 shares; 2025Q3: 4,035 shares 4,035 $559K 0.03% -83 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,266 shares; 2025Q3: 3,890 shares 3,890 $557K 0.03% +624 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 1,636 shares 1,636 $556K 0.03% -31 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,536 shares; 2025Q1: 1,528 shares; 2025Q2: 1,533 shares; 2025Q3: 2,751 shares 2,751 $556K 0.03% +1,218 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 10,225 shares; 2025Q1: 9,698 shares; 2025Q2: 9,698 shares; 2025Q3: 16,880 shares 16,880 $555K 0.03% +7,182 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,621 shares; 2025Q1: 2,607 shares; 2025Q2: 2,582 shares; 2025Q3: 2,498 shares 2,498 $555K 0.03% -84 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,249 shares; 2025Q1: 4,461 shares; 2025Q2: 4,538 shares; 2025Q3: 4,779 shares 4,779 $554K 0.03% +241 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,198 shares; 2024Q4: 12,193 shares; 2025Q1: 15,352 shares; 2025Q2: 16,069 shares; 2025Q3: 15,976 shares 15,976 $554K 0.03% -93 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,722 shares 4,722 $551K 0.03% new Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,623 shares; 2024Q4: 7,794 shares; 2025Q1: 7,532 shares; 2025Q2: 7,659 shares; 2025Q3: 7,855 shares 7,855 $549K 0.03% +196 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 5,345 shares; 2025Q1: 6,907 shares; 2025Q2: 6,929 shares; 2025Q3: 3,858 shares 3,858 $549K 0.03% -3,071 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,844 shares; 2024Q4: 14,332 shares; 2025Q1: 13,076 shares; 2025Q2: 13,119 shares; 2025Q3: 13,997 shares 13,997 $549K 0.03% +878 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,873 shares; 2024Q4: 9,734 shares; 2025Q1: 10,485 shares; 2025Q2: 10,224 shares; 2025Q3: 11,677 shares 11,677 $548K 0.03% +1,453 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,063 shares; 2025Q2: 1,654 shares; 2025Q3: 2,137 shares 2,137 $548K 0.03% +483 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 916 shares; 2025Q3: 1,189 shares 1,189 $542K 0.03% +273 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,797 shares; 2024Q4: 13,313 shares; 2025Q1: 7,861 shares; 2025Q2: 7,675 shares; 2025Q3: 11,646 shares 11,646 $539K 0.03% +3,971 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,363 shares; 2024Q4: 9,288 shares; 2025Q1: 9,233 shares; 2025Q2: 9,433 shares; 2025Q3: 10,146 shares 10,146 $539K 0.03% +713 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,266 shares; 2024Q4: 154,375 shares; 2025Q1: 59,761 shares; 2025Q2: 60,961 shares; 2025Q3: 60,861 shares 60,861 $537K 0.03% -100 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 1,970 shares 1,970 $536K 0.03% +281 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 5,885 shares; 2025Q1: 6,309 shares; 2025Q2: 6,308 shares; 2025Q3: 6,394 shares 6,394 $536K 0.03% +86 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,622 shares; 2025Q2: 2,851 shares; 2025Q3: 2,999 shares 2,999 $534K 0.03% +148 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 2,801 shares; 2025Q1: 3,612 shares; 2025Q2: 3,422 shares; 2025Q3: 3,732 shares 3,732 $534K 0.03% +310 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,695 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares 5,550 $532K 0.03% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,676 shares; 2024Q4: 9,362 shares; 2025Q1: 10,527 shares; 2025Q2: 10,351 shares; 2025Q3: 11,486 shares 11,486 $531K 0.03% +1,135 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,187 shares; 2024Q4: 30,403 shares; 2025Q1: 31,524 shares; 2025Q2: 38,858 shares; 2025Q3: 50,699 shares 50,699 $531K 0.03% +11,841 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,968 shares; 2025Q1: 4,127 shares; 2025Q2: 4,254 shares; 2025Q3: 5,541 shares 5,541 $529K 0.03% +1,287 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,673 shares; 2025Q1: 2,914 shares; 2025Q2: not reported; 2025Q3: 3,085 shares 3,085 $527K 0.03% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 4,321 shares; 2025Q1: 4,899 shares; 2025Q2: 4,219 shares; 2025Q3: 4,007 shares 4,007 $526K 0.03% -212 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,512 shares; 2025Q2: 7,497 shares; 2025Q3: 8,855 shares 8,855 $524K 0.03% +1,358 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 6,328 shares; 2025Q1: 6,730 shares; 2025Q2: 6,828 shares; 2025Q3: 6,690 shares 6,690 $519K 0.03% -138 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,557 shares; 2025Q1: 10,612 shares; 2025Q2: 9,998 shares; 2025Q3: 11,126 shares 11,126 $518K 0.03% +1,128 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: 27,205 shares; 2025Q1: 27,199 shares; 2025Q2: 24,524 shares; 2025Q3: 24,524 shares 24,524 $515K 0.03% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,434 shares; 2024Q4: 20,908 shares; 2025Q1: 24,897 shares; 2025Q2: 26,714 shares; 2025Q3: 27,538 shares 27,538 $515K 0.03% +824 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,576 shares; 2025Q2: 10,273 shares; 2025Q3: 10,798 shares 10,798 $514K 0.03% +525 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,407 shares; 2025Q2: 12,876 shares; 2025Q3: 12,692 shares 12,692 $513K 0.03% -184 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,730 shares 3,730 $510K 0.03% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 5,460 shares; 2025Q1: 4,035 shares; 2025Q2: 3,965 shares; 2025Q3: 3,965 shares 3,965 $509K 0.03% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,473 shares; 2025Q2: not reported; 2025Q3: 12,079 shares 12,079 $507K 0.03% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 3,268 shares; 2025Q3: 2,565 shares 2,565 $507K 0.03% -703 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,601 shares; 2025Q1: 1,552 shares; 2025Q2: 1,522 shares; 2025Q3: 1,698 shares 1,698 $506K 0.03% +176 Timeline XLB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 8,900 shares; 2025Q1: 11,746 shares; 2025Q2: 5,503 shares; 2025Q3: 5,627 shares 5,627 $504K 0.03% +124 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 475 shares; 2025Q1: 504 shares; 2025Q2: 585 shares; 2025Q3: 382 shares 382 $503K 0.03% -203 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,956 shares; 2024Q4: 12,952 shares; 2025Q1: 16,324 shares; 2025Q2: 13,577 shares; 2025Q3: 9,938 shares 9,938 $503K 0.03% -3,639 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,816 shares; 2025Q1: 1,899 shares; 2025Q2: 1,914 shares; 2025Q3: 1,689 shares 1,689 $500K 0.03% -225 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,950 shares; 2025Q1: 10,550 shares; 2025Q2: 10,554 shares; 2025Q3: 10,415 shares 10,415 $499K 0.03% -139 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,846 shares; 2025Q1: 4,912 shares; 2025Q2: 4,233 shares; 2025Q3: 3,845 shares 3,845 $496K 0.03% -388 Timeline VPL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 8,486 shares; 2025Q1: 8,710 shares; 2025Q2: 5,788 shares; 2025Q3: 5,640 shares 5,640 $495K 0.03% -148 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,036 shares; 2025Q1: 3,179 shares; 2025Q2: 3,558 shares; 2025Q3: 3,503 shares 3,503 $494K 0.03% -55 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,369 shares; 2025Q1: 1,393 shares; 2025Q2: 1,519 shares; 2025Q3: 1,820 shares 1,820 $493K 0.03% +301 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,581 shares; 2025Q2: 2,247 shares; 2025Q3: 3,729 shares 3,729 $493K 0.03% +1,482 Timeline HEQT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,932 shares; 2024Q4: 15,048 shares; 2025Q1: 14,760 shares; 2025Q2: 14,871 shares; 2025Q3: 15,722 shares 15,722 $491K 0.03% +851 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,307 shares; 2025Q1: 1,427 shares; 2025Q2: 1,575 shares; 2025Q3: 1,700 shares 1,700 $490K 0.03% +125 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 1,589 shares 1,589 $489K 0.03% +414 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,926 shares; 2024Q4: 5,473 shares; 2025Q1: 9,197 shares; 2025Q2: 9,754 shares; 2025Q3: 11,541 shares 11,541 $486K 0.03% +1,787 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 1,209 shares; 2025Q1: 1,225 shares; 2025Q2: 2,008 shares; 2025Q3: 1,501 shares 1,501 $485K 0.03% -507 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,868 shares; 2025Q3: 3,357 shares 3,357 $483K 0.03% +489 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,580 shares 5,580 $482K 0.03% new Timeline FMF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 9,520 shares; 2025Q1: 9,307 shares; 2025Q2: 9,578 shares; 2025Q3: 9,855 shares 9,855 $480K 0.03% +277 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,496 shares; 2025Q1: 2,116 shares; 2025Q2: 4,320 shares; 2025Q3: 6,928 shares 6,928 $477K 0.03% +2,608 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,819 shares; 2025Q3: 26,596 shares 26,596 $474K 0.03% -5,223 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,294 shares; 2025Q1: 1,371 shares; 2025Q2: 1,406 shares; 2025Q3: 2,313 shares 2,313 $474K 0.03% +907 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,319 shares; 2024Q4: 51,100 shares; 2025Q1: 51,120 shares; 2025Q2: 51,186 shares; 2025Q3: 51,225 shares 51,225 $472K 0.02% +39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 3,170 shares; 2025Q1: 2,472 shares; 2025Q2: 2,131 shares; 2025Q3: 2,104 shares 2,104 $468K 0.02% -27 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,985 shares; 2025Q1: 17,350 shares; 2025Q2: 19,328 shares; 2025Q3: 20,193 shares 20,193 $467K 0.02% +865 Timeline FTRB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,325 shares; 2024Q4: 18,325 shares; 2025Q1: 18,325 shares; 2025Q2: 18,325 shares; 2025Q3: 18,325 shares 18,325 $465K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,229 shares; 2025Q1: 2,333 shares; 2025Q2: 2,330 shares; 2025Q3: 3,690 shares 3,690 $464K 0.02% +1,360 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,616 shares; 2025Q2: 13,407 shares; 2025Q3: 14,978 shares 14,978 $464K 0.02% +1,571 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,132 shares; 2025Q1: 4,760 shares; 2025Q2: 4,558 shares; 2025Q3: 4,518 shares 4,518 $461K 0.02% -40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,802 shares; 2025Q3: 1,951 shares 1,951 $460K 0.02% +149 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,074 shares 11,074 $457K 0.02% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,482 shares; 2025Q1: 1,501 shares; 2025Q2: 1,684 shares; 2025Q3: 1,590 shares 1,590 $456K 0.02% -94 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 4,277 shares; 2025Q1: 4,321 shares; 2025Q2: 3,047 shares; 2025Q3: 2,992 shares 2,992 $456K 0.02% -55 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,359 shares; 2024Q4: 18,948 shares; 2025Q1: 44,948 shares; 2025Q2: 39,598 shares; 2025Q3: 31,501 shares 31,501 $455K 0.02% -8,097 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,610 shares; 2025Q1: not reported; 2025Q2: 9,523 shares; 2025Q3: 9,523 shares 9,523 $454K 0.02% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 8,534 shares; 2025Q1: 10,347 shares; 2025Q2: 9,878 shares; 2025Q3: 9,247 shares 9,247 $453K 0.02% -631 Timeline RSPT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,110 shares; 2024Q4: 10,110 shares; 2025Q1: 10,110 shares; 2025Q2: 10,110 shares; 2025Q3: 10,110 shares 10,110 $451K 0.02% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,808 shares; 2025Q3: 8,513 shares 8,513 $450K 0.02% +705 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,759 shares; 2025Q1: 3,137 shares; 2025Q2: 3,170 shares; 2025Q3: 3,192 shares 3,192 $449K 0.02% +22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 10,624 shares; 2025Q1: 10,790 shares; 2025Q2: 10,040 shares; 2025Q3: 9,012 shares 9,012 $446K 0.02% -1,028 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 1,034 shares; 2025Q1: 1,897 shares; 2025Q2: 1,993 shares; 2025Q3: 1,273 shares 1,273 $445K 0.02% -720 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: not reported; 2025Q1: 6,501 shares; 2025Q2: 6,799 shares; 2025Q3: 10,529 shares 10,529 $443K 0.02% +3,730 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,020 shares; 2025Q1: 2,031 shares; 2025Q2: 1,993 shares; 2025Q3: 1,927 shares 1,927 $442K 0.02% -66 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,700 shares; 2025Q1: not reported; 2025Q2: 9,593 shares; 2025Q3: 10,441 shares 10,441 $439K 0.02% +848 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,619 shares; 2025Q2: not reported; 2025Q3: 5,857 shares 5,857 $433K 0.02% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,821 shares 16,821 $433K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 729 shares; 2025Q1: 736 shares; 2025Q2: 755 shares; 2025Q3: 760 shares 760 $431K 0.02% +5 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,020 shares; 2024Q4: 15,776 shares; 2025Q1: 17,862 shares; 2025Q2: 17,998 shares; 2025Q3: 16,841 shares 16,841 $431K 0.02% -1,157 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,176 shares; 2025Q3: 5,407 shares 5,407 $430K 0.02% -769 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,694 shares; 2025Q1: 22,175 shares; 2025Q2: 24,611 shares; 2025Q3: 25,088 shares 25,088 $427K 0.02% +477 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,171 shares; 2024Q4: 23,543 shares; 2025Q1: 23,529 shares; 2025Q2: 26,023 shares; 2025Q3: 25,024 shares 25,024 $426K 0.02% -999 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 9,754 shares; 2025Q1: 9,394 shares; 2025Q2: 8,325 shares; 2025Q3: 7,819 shares 7,819 $425K 0.02% -506 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,557 shares 1,557 $424K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,913 shares; 2025Q1: 1,686 shares; 2025Q2: 1,785 shares; 2025Q3: 1,787 shares 1,787 $421K 0.02% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 4,621 shares; 2025Q1: 2,588 shares; 2025Q2: not reported; 2025Q3: 2,251 shares 2,251 $421K 0.02% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,603 shares; 2025Q1: 3,010 shares; 2025Q2: 2,295 shares; 2025Q3: 3,186 shares 3,186 $415K 0.02% +891 Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,800 shares; 2025Q2: 28,300 shares; 2025Q3: 33,300 shares 33,300 $415K 0.02% +5,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,904 shares 4,904 $415K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,360 shares; 2025Q1: 2,677 shares; 2025Q2: 2,485 shares; 2025Q3: 2,388 shares 2,388 $413K 0.02% -97 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,498 shares; 2025Q3: 8,548 shares 8,548 $412K 0.02% +2,050 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,593 shares; 2025Q3: 8,488 shares 8,488 $411K 0.02% +895 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,710 shares 7,710 $410K 0.02% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,376 shares; 2025Q2: 7,249 shares; 2025Q3: 7,157 shares 7,157 $410K 0.02% -92 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 5,160 shares; 2025Q1: 4,914 shares; 2025Q2: 4,692 shares; 2025Q3: 4,466 shares 4,466 $408K 0.02% -226 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,986 shares; 2025Q3: 6,014 shares 6,014 $408K 0.02% -972 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,285 shares; 2024Q4: 37,521 shares; 2025Q1: 37,516 shares; 2025Q2: 31,350 shares; 2025Q3: 20,950 shares 20,950 $407K 0.02% -10,400 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,781 shares; 2025Q3: 6,214 shares 6,214 $407K 0.02% +433 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 2,176 shares; 2025Q1: 2,275 shares; 2025Q2: 2,056 shares; 2025Q3: 2,164 shares 2,164 $406K 0.02% +108 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,292 shares 11,292 $405K 0.02% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,178 shares; 2025Q1: 3,196 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares 3,145 $405K 0.02% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,050 shares 3,050 $404K 0.02% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 5,967 shares; 2025Q1: 5,493 shares; 2025Q2: not reported; 2025Q3: 6,555 shares 6,555 $404K 0.02% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 6,193 shares; 2025Q1: 5,768 shares; 2025Q2: 5,882 shares; 2025Q3: 5,551 shares 5,551 $403K 0.02% -331 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,289 shares 12,289 $403K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,599 shares; 2025Q1: 3,869 shares; 2025Q2: 3,870 shares; 2025Q3: 4,146 shares 4,146 $401K 0.02% +276 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,905 shares; 2024Q4: 13,905 shares; 2025Q1: 13,755 shares; 2025Q2: 15,730 shares; 2025Q3: 18,455 shares 18,455 $401K 0.02% +2,725 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,951 shares; 2025Q1: 3,718 shares; 2025Q2: 3,718 shares; 2025Q3: 3,879 shares 3,879 $400K 0.02% +161 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,199 shares; 2024Q4: 61,523 shares; 2025Q1: 5,017 shares; 2025Q2: 6,043 shares; 2025Q3: 6,943 shares 6,943 $399K 0.02% +900 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,790 shares; 2025Q2: 6,379 shares; 2025Q3: 6,322 shares 6,322 $399K 0.02% -57 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,708 shares; 2025Q1: 1,586 shares; 2025Q2: 1,815 shares; 2025Q3: 2,098 shares 2,098 $398K 0.02% +283 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,425 shares; 2024Q4: 21,620 shares; 2025Q1: 21,565 shares; 2025Q2: not reported; 2025Q3: 21,773 shares 21,773 $397K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 13,715 shares; 2025Q1: 15,684 shares; 2025Q2: 15,240 shares; 2025Q3: 20,688 shares 20,688 $396K 0.02% +5,448 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,068 shares; 2024Q4: 14,443 shares; 2025Q1: 14,239 shares; 2025Q2: 3,306 shares; 2025Q3: 4,105 shares 4,105 $396K 0.02% +799 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,428 shares; 2024Q4: 10,396 shares; 2025Q1: 10,090 shares; 2025Q2: 8,796 shares; 2025Q3: 9,593 shares 9,593 $392K 0.02% +797 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 11,082 shares; 2025Q1: 11,221 shares; 2025Q2: 12,373 shares; 2025Q3: 11,715 shares 11,715 $391K 0.02% -658 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares 2,956 $390K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,726 shares; 2025Q1: 7,708 shares; 2025Q2: 7,773 shares; 2025Q3: 7,795 shares 7,795 $389K 0.02% +22 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,075 shares; 2025Q2: 2,515 shares; 2025Q3: 2,917 shares 2,917 $389K 0.02% +402 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 910 shares; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 981 shares 981 $389K 0.02% -41 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 919 shares; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,146 shares 1,146 $387K 0.02% +16 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,083 shares 11,083 $386K 0.02% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 7,872 shares; 2025Q1: 8,178 shares; 2025Q2: 17,946 shares; 2025Q3: 15,551 shares 15,551 $386K 0.02% -2,395 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,777 shares; 2025Q1: 3,321 shares; 2025Q2: 2,769 shares; 2025Q3: 2,455 shares 2,455 $385K 0.02% -314 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,974 shares; 2025Q2: 2,253 shares; 2025Q3: 2,911 shares 2,911 $385K 0.02% +658 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,019 shares; 2024Q4: 19,036 shares; 2025Q1: 21,252 shares; 2025Q2: 21,016 shares; 2025Q3: 23,867 shares 23,867 $380K 0.02% +2,851 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 11,340 shares; 2025Q1: 13,525 shares; 2025Q2: 13,350 shares; 2025Q3: 12,935 shares 12,935 $380K 0.02% -415 Timeline ATOM ATOMERA INC More: the full row for ATOMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,990 shares; 2024Q4: 133,390 shares; 2025Q1: 107,300 shares; 2025Q2: 107,300 shares; 2025Q3: 85,800 shares 85,800 $379K 0.02% -21,500 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,169 shares; 2025Q3: 4,127 shares 4,127 $379K 0.02% -42 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 7,074 shares; 2025Q1: 6,920 shares; 2025Q2: 4,096 shares; 2025Q3: 4,479 shares 4,479 $378K 0.02% +383 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,530 shares; 2024Q4: 6,536 shares; 2025Q1: 6,069 shares; 2025Q2: 7,874 shares; 2025Q3: 8,869 shares 8,869 $378K 0.02% +995 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 634 shares; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 525 shares 525 $377K 0.02% +53 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,161 shares; 2025Q1: 3,161 shares; 2025Q2: 3,161 shares; 2025Q3: 3,161 shares 3,161 $374K 0.02% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,700 shares; 2025Q3: 6,500 shares 6,500 $374K 0.02% -1,200 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 2,401 shares; 2025Q1: 2,281 shares; 2025Q2: 2,227 shares; 2025Q3: 2,457 shares 2,457 $373K 0.02% +230 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,120 shares; 2025Q2: 3,822 shares; 2025Q3: 4,083 shares 4,083 $371K 0.02% +261 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 1,113 shares 1,113 $370K 0.02% +452 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 9,546 shares; 2025Q1: 8,589 shares; 2025Q2: 8,856 shares; 2025Q3: 5,439 shares 5,439 $368K 0.02% -3,417 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,592 shares 8,592 $367K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 4,984 shares; 2025Q1: 5,393 shares; 2025Q2: 5,717 shares; 2025Q3: 7,277 shares 7,277 $367K 0.02% +1,560 Timeline GII 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 4,991 shares; 2025Q1: 4,991 shares; 2025Q2: 5,243 shares; 2025Q3: 5,270 shares 5,270 $367K 0.02% +27 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,796 shares; 2025Q1: 6,436 shares; 2025Q2: 6,436 shares; 2025Q3: 6,436 shares 6,436 $366K 0.02% 0 Timeline HARD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,765 shares; 2025Q2: 11,334 shares; 2025Q3: 12,081 shares 12,081 $365K 0.02% +747 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,361 shares; 2025Q3: 7,404 shares 7,404 $363K 0.02% +2,043 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,917 shares; 2025Q3: 7,452 shares 7,452 $361K 0.02% +1,535 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,531 shares; 2025Q1: 2,977 shares; 2025Q2: 2,581 shares; 2025Q3: 2,932 shares 2,932 $359K 0.02% +351 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,622 shares; 2024Q4: 3,524 shares; 2025Q1: 3,439 shares; 2025Q2: 3,608 shares; 2025Q3: 3,303 shares 3,303 $359K 0.02% -305 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 3,563 shares; 2025Q3: 4,034 shares 4,034 $358K 0.02% +471 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,850 shares 1,850 $357K 0.02% new Timeline DEEP ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: 11,250 shares; 2025Q1: 11,050 shares; 2025Q2: 10,850 shares; 2025Q3: 9,850 shares 9,850 $356K 0.02% -1,000 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,253 shares; 2025Q3: 2,674 shares 2,674 $354K 0.02% +421 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,730 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares 2,730 $354K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,302 shares; 2025Q1: 3,612 shares; 2025Q2: not reported; 2025Q3: 4,201 shares 4,201 $353K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,211 shares; 2025Q1: 1,326 shares; 2025Q2: 1,140 shares; 2025Q3: 1,126 shares 1,126 $353K 0.02% -14 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,955 shares; 2025Q1: 1,819 shares; 2025Q2: 1,953 shares; 2025Q3: 1,994 shares 1,994 $351K 0.02% +41 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,530 shares; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 4,137 shares 4,137 $347K 0.02% -206 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,876 shares; 2024Q4: 8,677 shares; 2025Q1: 7,254 shares; 2025Q2: 8,803 shares; 2025Q3: 8,587 shares 8,587 $346K 0.02% -216 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,534 shares; 2025Q1: 2,126 shares; 2025Q2: 1,377 shares; 2025Q3: 1,971 shares 1,971 $345K 0.02% +594 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,592 shares; 2025Q1: 1,520 shares; 2025Q2: 1,536 shares; 2025Q3: 1,312 shares 1,312 $345K 0.02% -224 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 5,574 shares; 2025Q1: 3,377 shares; 2025Q2: 4,370 shares; 2025Q3: 5,112 shares 5,112 $345K 0.02% +742 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,476 shares 2,476 $342K 0.02% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 5,244 shares; 2025Q1: 5,569 shares; 2025Q2: 6,218 shares; 2025Q3: 7,161 shares 7,161 $342K 0.02% +943 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,490 shares; 2025Q3: 6,354 shares 6,354 $342K 0.02% +864 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 8,001 shares; 2025Q1: 5,262 shares; 2025Q2: 3,349 shares; 2025Q3: 2,563 shares 2,563 $342K 0.02% -786 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 7,326 shares; 2025Q1: 10,468 shares; 2025Q2: 9,480 shares; 2025Q3: 9,552 shares 9,552 $341K 0.02% +72 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,978 shares; 2025Q1: 5,171 shares; 2025Q2: 6,474 shares; 2025Q3: 7,044 shares 7,044 $339K 0.02% +570 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,219 shares; 2025Q3: 3,435 shares 3,435 $339K 0.02% +216 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares 9,750 $339K 0.02% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,946 shares; 2025Q3: 5,833 shares 5,833 $338K 0.02% +887 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,727 shares; 2025Q1: 12,908 shares; 2025Q2: 18,139 shares; 2025Q3: 13,235 shares 13,235 $338K 0.02% -4,904 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,170 shares; 2025Q3: 9,369 shares 9,369 $337K 0.02% -801 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares 2,304 $335K 0.02% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 9,087 shares; 2025Q1: 10,324 shares; 2025Q2: 17,038 shares; 2025Q3: 12,883 shares 12,883 $333K 0.02% -4,155 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 10,255 shares; 2025Q1: 10,281 shares; 2025Q2: 13,573 shares; 2025Q3: 16,905 shares 16,905 $333K 0.02% +3,332 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,217 shares; 2025Q1: 1,506 shares; 2025Q2: 1,631 shares; 2025Q3: 1,607 shares 1,607 $333K 0.02% -24 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 793 shares; 2025Q1: 1,006 shares; 2025Q2: 1,107 shares; 2025Q3: 1,151 shares 1,151 $332K 0.02% +44 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,709 shares; 2025Q1: 4,524 shares; 2025Q2: 4,819 shares; 2025Q3: 3,284 shares 3,284 $330K 0.02% -1,535 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,412 shares; 2025Q3: 17,294 shares 17,294 $330K 0.02% -118 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 4,735 shares; 2025Q1: 4,419 shares; 2025Q2: not reported; 2025Q3: 3,480 shares 3,480 $326K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,179 shares; 2025Q1: 1,748 shares; 2025Q2: 1,411 shares; 2025Q3: 1,430 shares 1,430 $326K 0.02% +19 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,875 shares; 2025Q1: 2,364 shares; 2025Q2: 1,349 shares; 2025Q3: 1,465 shares 1,465 $323K 0.02% +116 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,546 shares; 2025Q2: 1,594 shares; 2025Q3: 1,688 shares 1,688 $322K 0.02% +94 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 9,489 shares; 2025Q1: 8,662 shares; 2025Q2: 8,575 shares; 2025Q3: 9,031 shares 9,031 $321K 0.02% +456 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 19,195 shares; 2025Q1: 3,940 shares; 2025Q2: 3,183 shares; 2025Q3: 3,183 shares 3,183 $320K 0.02% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,825 shares 4,825 $320K 0.02% +135 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 13,089 shares; 2025Q1: 17,123 shares; 2025Q2: 17,142 shares; 2025Q3: 17,422 shares 17,422 $319K 0.02% +280 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 3,044 shares; 2025Q1: 3,011 shares; 2025Q2: 3,067 shares; 2025Q3: 3,039 shares 3,039 $317K 0.02% -28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,376 shares; 2025Q1: 5,967 shares; 2025Q2: 5,967 shares; 2025Q3: 5,934 shares 5,934 $317K 0.02% -33 Timeline FHYS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares 13,500 $314K 0.02% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,909 shares; 2024Q4: 6,716 shares; 2025Q1: 6,072 shares; 2025Q2: 6,061 shares; 2025Q3: 6,065 shares 6,065 $313K 0.02% +4 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,910 shares; 2024Q4: 11,017 shares; 2025Q1: 11,246 shares; 2025Q2: not reported; 2025Q3: 957 shares 957 $309K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,794 shares; 2025Q1: 13,328 shares; 2025Q2: 13,309 shares; 2025Q3: 14,457 shares 14,457 $308K 0.02% +1,148 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,369 shares; 2025Q3: 7,589 shares 7,589 $308K 0.02% -780 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 2,095 shares 2,095 $305K 0.02% +419 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,293 shares 4,293 $305K 0.02% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,315 shares; 2025Q1: 11,590 shares; 2025Q2: 9,715 shares; 2025Q3: 12,877 shares 12,877 $305K 0.02% +3,162 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,508 shares; 2024Q4: 5,849 shares; 2025Q1: 5,992 shares; 2025Q2: 6,151 shares; 2025Q3: 5,077 shares 5,077 $304K 0.02% -1,074 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,056 shares; 2025Q1: 9,313 shares; 2025Q2: 6,447 shares; 2025Q3: 6,717 shares 6,717 $304K 0.02% +270 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,031 shares 2,031 $302K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 586 shares 586 $301K 0.02% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 4,376 shares; 2025Q1: 4,502 shares; 2025Q2: 3,855 shares; 2025Q3: 3,997 shares 3,997 $300K 0.02% +142 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,287 shares; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,224 shares 1,224 $300K 0.02% +30 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,419 shares; 2025Q1: 1,203 shares; 2025Q2: 1,138 shares; 2025Q3: 1,266 shares 1,266 $299K 0.02% +128 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares 2,045 $298K 0.02% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 6,468 shares; 2025Q1: 5,929 shares; 2025Q2: 5,854 shares; 2025Q3: 5,477 shares 5,477 $297K 0.02% -377 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,790 shares; 2025Q1: 6,394 shares; 2025Q2: 7,023 shares; 2025Q3: 7,035 shares 7,035 $296K 0.02% +12 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,464 shares 2,464 $296K 0.02% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,249 shares; 2025Q1: 1,643 shares; 2025Q2: 1,346 shares; 2025Q3: 1,354 shares 1,354 $293K 0.02% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,150 shares 4,150 $291K 0.02% new Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,152 shares; 2025Q1: 16,916 shares; 2025Q2: 26,162 shares; 2025Q3: 5,458 shares 5,458 $291K 0.02% -20,704 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,702 shares 7,702 $291K 0.02% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,172 shares; 2025Q1: 6,127 shares; 2025Q2: 5,546 shares; 2025Q3: 5,068 shares 5,068 $290K 0.02% -478 Timeline IETC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,167 shares; 2025Q3: 2,830 shares 2,830 $288K 0.02% +663 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,595 shares; 2025Q1: 1,544 shares; 2025Q2: 1,671 shares; 2025Q3: 1,804 shares 1,804 $287K 0.02% +133 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,834 shares; 2025Q3: 6,084 shares 6,084 $286K 0.02% +250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 3,088 shares 3,088 $285K 0.02% +664 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 2,838 shares; 2025Q1: 4,180 shares; 2025Q2: 4,343 shares; 2025Q3: 3,798 shares 3,798 $282K 0.01% -545 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,981 shares; 2025Q3: 7,092 shares 7,092 $280K 0.01% +111 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,833 shares; 2024Q4: 31,224 shares; 2025Q1: 49,852 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares 2,803 $280K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,146 shares; 2024Q4: 4,268 shares; 2025Q1: 4,041 shares; 2025Q2: 3,993 shares; 2025Q3: 4,224 shares 4,224 $279K 0.01% +231 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 718 shares; 2025Q1: 872 shares; 2025Q2: not reported; 2025Q3: 804 shares 804 $277K 0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,547 shares 1,547 $276K 0.01% +285 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,500 shares 5,500 $275K 0.01% +200 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,772 shares; 2025Q2: 10,700 shares; 2025Q3: 9,200 shares 9,200 $274K 0.01% -1,500 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,147 shares; 2024Q4: 25,172 shares; 2025Q1: 27,613 shares; 2025Q2: 28,834 shares; 2025Q3: 29,502 shares 29,502 $273K 0.01% +668 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 515 shares; 2025Q3: 545 shares 545 $272K 0.01% +30 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,267 shares; 2025Q3: 15,969 shares 15,969 $270K 0.01% -3,298 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 5,196 shares; 2025Q1: 3,212 shares; 2025Q2: 3,169 shares; 2025Q3: 3,034 shares 3,034 $270K 0.01% -135 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,525 shares; 2025Q1: 2,261 shares; 2025Q2: 2,198 shares; 2025Q3: 2,225 shares 2,225 $269K 0.01% +27 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,496 shares; 2025Q1: 9,174 shares; 2025Q2: 10,670 shares; 2025Q3: 7,074 shares 7,074 $268K 0.01% -3,596 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,043 shares; 2025Q2: 2,735 shares; 2025Q3: 2,625 shares 2,625 $268K 0.01% -110 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,834 shares; 2025Q1: 2,730 shares; 2025Q2: 4,558 shares; 2025Q3: 3,138 shares 3,138 $266K 0.01% -1,420 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,630 shares; 2024Q4: 6,861 shares; 2025Q1: 7,017 shares; 2025Q2: not reported; 2025Q3: 7,722 shares 7,722 $266K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,573 shares; 2025Q1: 3,757 shares; 2025Q2: not reported; 2025Q3: 2,346 shares 2,346 $266K 0.01% new Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,256 shares; 2025Q2: 1,160 shares; 2025Q3: 1,062 shares 1,062 $265K 0.01% -98 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,675 shares 2,675 $264K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 4,906 shares; 2025Q3: 4,839 shares 4,839 $263K 0.01% -67 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,376 shares; 2024Q4: 33,266 shares; 2025Q1: 33,156 shares; 2025Q2: 3,597 shares; 2025Q3: 2,720 shares 2,720 $263K 0.01% -877 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,009 shares; 2025Q1: 13,529 shares; 2025Q2: 15,396 shares; 2025Q3: 13,626 shares 13,626 $262K 0.01% -1,770 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 1,048 shares; 2025Q1: 994 shares; 2025Q2: 865 shares; 2025Q3: 906 shares 906 $262K 0.01% +41 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,662 shares; 2024Q4: 17,709 shares; 2025Q1: 16,543 shares; 2025Q2: 3,766 shares; 2025Q3: 3,566 shares 3,566 $261K 0.01% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,158 shares; 2025Q1: 2,268 shares; 2025Q2: not reported; 2025Q3: 1,404 shares 1,404 $259K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,987 shares; 2025Q3: 1,772 shares 1,772 $258K 0.01% -215 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953 shares 953 $257K 0.01% new Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,767 shares 7,767 $256K 0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,039 shares; 2025Q3: 2,253 shares 2,253 $256K 0.01% +214 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares 598 $255K 0.01% new Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,471 shares 9,471 $254K 0.01% new Timeline FIXD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 6,184 shares; 2025Q1: 4,936 shares; 2025Q2: 5,232 shares; 2025Q3: 5,687 shares 5,687 $253K 0.01% +455 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,776 shares 1,776 $252K 0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,728 shares 2,728 $252K 0.01% new Timeline SOUNW SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,100 shares; 2024Q4: 17,100 shares; 2025Q1: 35,100 shares; 2025Q2: 35,100 shares; 2025Q3: 35,100 shares 35,100 $252K 0.01% 0 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,194 shares; 2024Q4: 9,440 shares; 2025Q1: 9,440 shares; 2025Q2: 11,074 shares; 2025Q3: 11,074 shares 11,074 $252K 0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,334 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,520 shares 1,520 $252K 0.01% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,708 shares; 2025Q1: 6,667 shares; 2025Q2: 7,416 shares; 2025Q3: 7,481 shares 7,481 $252K 0.01% +65 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 7,616 shares; 2025Q1: 5,158 shares; 2025Q2: 9,395 shares; 2025Q3: 1,465 shares 1,465 $251K 0.01% -7,930 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,104 shares 4,104 $250K 0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,294 shares; 2024Q4: 13,972 shares; 2025Q1: 14,638 shares; 2025Q2: 13,663 shares; 2025Q3: 21,572 shares 21,572 $250K 0.01% +7,909 Timeline PZA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,822 shares 10,822 $250K 0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,937 shares; 2024Q4: 4,729 shares; 2025Q1: 4,617 shares; 2025Q2: 3,882 shares; 2025Q3: 3,121 shares 3,121 $249K 0.01% -761 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,206 shares; 2025Q2: 1,176 shares; 2025Q3: 1,219 shares 1,219 $249K 0.01% +43 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,189 shares; 2025Q3: 1,224 shares 1,224 $248K 0.01% +35 Timeline GWX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: not reported; 2025Q1: 6,463 shares; 2025Q2: 6,454 shares; 2025Q3: 6,146 shares 6,146 $247K 0.01% -308 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $246K 0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,606 shares 5,606 $246K 0.01% new Timeline SAMM ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares 8,500 $245K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,190 shares; 2025Q1: 1,242 shares; 2025Q2: not reported; 2025Q3: 1,303 shares 1,303 $245K 0.01% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631 shares 631 $245K 0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,953 shares; 2025Q1: 4,831 shares; 2025Q2: 4,604 shares; 2025Q3: 4,293 shares 4,293 $244K 0.01% -311 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,298 shares; 2025Q3: 4,286 shares 4,286 $244K 0.01% -12 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,196 shares 2,196 $244K 0.01% -78 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 5,635 shares 5,635 $242K 0.01% +42 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,557 shares; 2025Q1: 9,188 shares; 2025Q2: 8,950 shares; 2025Q3: 8,688 shares 8,688 $240K 0.01% -262 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 22,585 shares; 2025Q1: 21,301 shares; 2025Q2: 1,585 shares; 2025Q3: 1,688 shares 1,688 $240K 0.01% +103 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,875 shares 2,875 $240K 0.01% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 599 shares; 2025Q1: 611 shares; 2025Q2: 577 shares; 2025Q3: 611 shares 611 $237K 0.01% +34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares 1,252 $237K 0.01% new Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,604 shares 4,604 $236K 0.01% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 17,500 shares 17,500 $236K 0.01% +2,000 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,110 shares; 2024Q4: 8,653 shares; 2025Q1: 9,680 shares; 2025Q2: 9,978 shares; 2025Q3: 6,868 shares 6,868 $236K 0.01% -3,110 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,339 shares; 2025Q1: 16,582 shares; 2025Q2: 21,592 shares; 2025Q3: 13,395 shares 13,395 $236K 0.01% -8,197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,804 shares; 2024Q4: 10,337 shares; 2025Q1: 6,820 shares; 2025Q2: 5,792 shares; 2025Q3: 5,383 shares 5,383 $236K 0.01% -409 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,743 shares; 2025Q2: 23,023 shares; 2025Q3: 8,214 shares 8,214 $235K 0.01% -14,809 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,236 shares 2,236 $235K 0.01% new Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,424 shares; 2025Q3: 9,424 shares 9,424 $235K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,307 shares; 2025Q1: not reported; 2025Q2: 3,816 shares; 2025Q3: 2,773 shares 2,773 $235K 0.01% -1,043 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 2,904 shares; 2025Q1: 3,140 shares; 2025Q2: 3,539 shares; 2025Q3: 3,561 shares 3,561 $235K 0.01% +22 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 1,327 shares; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,444 shares 1,444 $232K 0.01% +136 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,685 shares; 2025Q2: not reported; 2025Q3: 2,215 shares 2,215 $232K 0.01% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,309 shares 1,309 $232K 0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,165 shares; 2025Q1: 1,186 shares; 2025Q2: 1,081 shares; 2025Q3: 1,111 shares 1,111 $231K 0.01% +30 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,130 shares 3,130 $231K 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,806 shares; 2024Q4: 15,964 shares; 2025Q1: 7,362 shares; 2025Q2: 3,770 shares; 2025Q3: 3,424 shares 3,424 $231K 0.01% -346 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,286 shares; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,343 shares 1,343 $231K 0.01% +103 Timeline FPEI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,761 shares; 2025Q1: 21,388 shares; 2025Q2: 16,079 shares; 2025Q3: 11,931 shares 11,931 $231K 0.01% -4,148 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,577 shares; 2025Q1: 3,806 shares; 2025Q2: 4,102 shares; 2025Q3: 6,750 shares 6,750 $231K 0.01% +2,648 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,824 shares 1,824 $230K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares 1,570 $229K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 5,995 shares; 2025Q1: 6,092 shares; 2025Q2: 5,685 shares; 2025Q3: 2,933 shares 2,933 $228K 0.01% -2,752 Timeline FSMB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,342 shares; 2025Q3: 11,328 shares 11,328 $227K 0.01% -14 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,948 shares 4,948 $227K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 5,761 shares; 2025Q1: 5,761 shares; 2025Q2: 5,511 shares; 2025Q3: 5,311 shares 5,311 $226K 0.01% -200 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,197 shares 2,197 $222K 0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,882 shares; 2025Q1: 4,709 shares; 2025Q2: 4,760 shares; 2025Q3: 4,745 shares 4,745 $221K 0.01% -15 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,082 shares; 2025Q1: 2,019 shares; 2025Q2: 1,085 shares; 2025Q3: 757 shares 757 $221K 0.01% -328 Timeline FTHI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,281 shares; 2025Q3: 9,281 shares 9,281 $220K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares 762 $219K 0.01% new Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,613 shares; 2024Q4: 37,316 shares; 2025Q1: 35,840 shares; 2025Q2: 5,857 shares; 2025Q3: 5,857 shares 5,857 $218K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 2,222 shares; 2025Q1: 1,990 shares; 2025Q2: 5,426 shares; 2025Q3: 1,779 shares 1,779 $218K 0.01% -3,647 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,088 shares; 2024Q4: 18,987 shares; 2025Q1: 19,092 shares; 2025Q2: 21,915 shares; 2025Q3: 26,618 shares 26,618 $218K 0.01% +4,703 SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,112 shares; 2024Q4: 22,734 shares; 2025Q1: 3,571 shares; 2025Q2: 4,207 shares; 2025Q3: 2,619 shares 2,619 $217K 0.01% -1,588 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,150 shares 4,150 $216K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,040 shares; 2024Q4: 39,031 shares; 2025Q1: 20,528 shares; 2025Q2: 19,351 shares; 2025Q3: 18,084 shares 18,084 $216K 0.01% -1,267 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,351 shares; 2025Q3: 5,146 shares 5,146 $216K 0.01% -205 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,608 shares 1,608 $216K 0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,787 shares; 2025Q1: 2,782 shares; 2025Q2: 2,595 shares; 2025Q3: 2,532 shares 2,532 $215K 0.01% -63 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,477 shares 8,477 $215K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,702 shares; 2025Q1: 2,984 shares; 2025Q2: 2,948 shares; 2025Q3: 2,599 shares 2,599 $214K 0.01% -349 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,049 shares 2,049 $214K 0.01% new Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 20,000 shares 20,000 $213K 0.01% +4,000 Timeline SPMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,154 shares; 2025Q2: 4,395 shares; 2025Q3: 1,756 shares 1,756 $213K 0.01% -2,639 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares 1,083 $212K 0.01% new Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,464 shares; 2025Q1: 11,611 shares; 2025Q2: 11,752 shares; 2025Q3: 10,734 shares 10,734 $211K 0.01% -1,018 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,929 shares 1,929 $210K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,136 shares; 2025Q2: not reported; 2025Q3: 4,707 shares 4,707 $210K 0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares 381 $208K 0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,198 shares 7,198 $208K 0.01% new Timeline GSLC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,596 shares 1,596 $208K 0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,772 shares; 2025Q1: 1,512 shares; 2025Q2: not reported; 2025Q3: 1,281 shares 1,281 $208K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 7,603 shares; 2025Q1: 9,288 shares; 2025Q2: not reported; 2025Q3: 8,414 shares 8,414 $207K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,141 shares; 2025Q2: 2,060 shares; 2025Q3: 1,940 shares 1,940 $207K 0.01% -120 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029 shares 1,029 $206K 0.01% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,813 shares 5,813 $205K 0.01% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,325 shares; 2025Q3: 2,304 shares 2,304 $204K 0.01% -21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 7,461 shares; 2025Q1: 7,655 shares; 2025Q2: 8,029 shares; 2025Q3: 2,364 shares 2,364 $204K 0.01% -5,665 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 1,178 shares 1,178 $204K 0.01% -42 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,064 shares 2,064 $203K 0.01% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,958 shares 1,958 $203K 0.01% new Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,706 shares; 2025Q3: 10,172 shares 10,172 $202K 0.01% -1,534 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,000 shares 28,000 $201K 0.01% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,607 shares; 2025Q1: not reported; 2025Q2: 1,642 shares; 2025Q3: 1,517 shares 1,517 $201K 0.01% -125 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953 shares 953 $201K 0.01% new LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 379 shares 379 $201K 0.01% -3 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,808 shares; 2024Q4: 14,808 shares; 2025Q1: 16,331 shares; 2025Q2: 16,331 shares; 2025Q3: 16,951 shares 16,951 $193K 0.01% +620 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 11,492 shares; 2025Q1: 12,642 shares; 2025Q2: 13,223 shares; 2025Q3: 13,561 shares 13,561 $192K 0.01% +338 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,045 shares; 2025Q3: 12,707 shares 12,707 $180K 0.01% +1,662 Timeline FDD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,031 shares 11,031 $178K 0.01% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,300 shares 12,300 $175K 0.01% new Timeline PGX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,987 shares; 2024Q4: 14,987 shares; 2025Q1: 14,987 shares; 2025Q2: 20,337 shares; 2025Q3: 14,987 shares 14,987 $174K 0.01% -5,350 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,300 shares; 2024Q4: 13,100 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares 12,900 $170K 0.01% 0 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,729 shares; 2024Q4: 24,929 shares; 2025Q1: 28,429 shares; 2025Q2: 28,429 shares; 2025Q3: 27,429 shares 27,429 $169K 0.01% -1,000 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 14,361 shares; 2025Q1: 15,091 shares; 2025Q2: 13,265 shares; 2025Q3: 12,690 shares 12,690 $161K 0.01% -575 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,345 shares; 2025Q3: 14,662 shares 14,662 $145K 0.01% +3,317 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares 22,000 $143K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,233 shares 14,233 $139K 0.01% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,023 shares; 2024Q4: 11,023 shares; 2025Q1: 11,023 shares; 2025Q2: 11,023 shares; 2025Q3: 11,023 shares 11,023 $135K 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,025 shares; 2025Q1: 18,608 shares; 2025Q2: 18,484 shares; 2025Q3: 20,052 shares 20,052 $134K 0.01% +1,568 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,787 shares; 2024Q4: 16,763 shares; 2025Q1: 17,632 shares; 2025Q2: 17,823 shares; 2025Q3: 17,916 shares 17,916 $132K 0.01% +93 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,859 shares; 2024Q4: 20,274 shares; 2025Q1: 20,678 shares; 2025Q2: 18,032 shares; 2025Q3: 19,756 shares 19,756 $120K 0.01% +1,724 Timeline OCC OPTICAL CABLE CORP More: the full row for OPTICAL CABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,267 shares; 2024Q4: 15,267 shares; 2025Q1: 15,267 shares; 2025Q2: 15,267 shares; 2025Q3: 14,000 shares 14,000 $114K 0.01% -1,267 Timeline MBOT MICROBOT MED INC More: the full row for MICROBOT MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,689 shares; 2024Q4: 33,689 shares; 2025Q1: 33,689 shares; 2025Q2: 33,688 shares; 2025Q3: 35,764 shares 35,764 $109K 0.01% +2,076 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,262 shares 10,262 $98.3K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,064 shares; 2024Q4: 25,225 shares; 2025Q1: 29,176 shares; 2025Q2: 13,662 shares; 2025Q3: 19,569 shares 19,569 $88.8K <0.01% +5,907 Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,600 shares 12,600 $80.8K <0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $79.7K <0.01% new Timeline PRTS CARPARTS COM INC More: the full row for CARPARTS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,000 shares; 2024Q4: 146,600 shares; 2025Q1: 160,000 shares; 2025Q2: 155,000 shares; 2025Q3: 55,000 shares 55,000 $39.1K <0.01% -100,000 Timeline MVST MICROVAST HOLDINGS INC More: the full row for MICROVAST HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $38.5K <0.01% 0 Timeline