GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,931 shares; 2024Q4: 13,982 shares; 2025Q1: 16,000 shares; 2025Q2: 16,875 shares; 2025Q3: 11,371 shares; 2025Q4: 11,615 shares 11,615 $584K 0.04% +244 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 11,430 shares; 2025Q1: 26,935 shares; 2025Q2: 30,674 shares; 2025Q3: 15,311 shares; 2025Q4: 11,419 shares 11,419 $581K 0.03% -3,892 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 18,527 shares; 2025Q1: 19,923 shares; 2025Q2: 15,419 shares; 2025Q3: 16,955 shares; 2025Q4: 14,768 shares 14,768 $578K 0.03% -2,187 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,541 shares; 2025Q2: 2,276 shares; 2025Q3: 3,294 shares; 2025Q4: 2,530 shares 2,530 $577K 0.03% -764 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 7,917 shares; 2025Q1: 10,986 shares; 2025Q2: 44,406 shares; 2025Q3: 10,210 shares; 2025Q4: 9,528 shares 9,528 $573K 0.03% -682 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,622 shares; 2025Q2: 2,851 shares; 2025Q3: 2,999 shares; 2025Q4: 3,088 shares 3,088 $573K 0.03% +89 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,434 shares; 2024Q4: 20,908 shares; 2025Q1: 24,897 shares; 2025Q2: 26,714 shares; 2025Q3: 27,538 shares; 2025Q4: 27,726 shares 27,726 $572K 0.03% +188 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 709 shares; 2025Q2: 1,002 shares; 2025Q3: 1,228 shares; 2025Q4: 1,028 shares 1,028 $569K 0.03% -200 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,277 shares; 2025Q1: 10,813 shares; 2025Q2: 2,199 shares; 2025Q3: 10,582 shares; 2025Q4: 2,279 shares 2,279 $563K 0.03% -8,303 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,112 shares; 2024Q4: 22,734 shares; 2025Q1: 3,571 shares; 2025Q2: 4,207 shares; 2025Q3: 2,619 shares; 2025Q4: 6,795 shares 6,795 $563K 0.03% +4,176 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,645 shares; 2025Q3: 5,684 shares; 2025Q4: 5,493 shares 5,493 $563K 0.03% -191 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,404 shares; 2024Q4: 11,307 shares; 2025Q1: 16,455 shares; 2025Q2: 16,356 shares; 2025Q3: 21,287 shares; 2025Q4: 19,851 shares 19,851 $558K 0.03% -1,436 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 12,287 shares; 2025Q1: 12,036 shares; 2025Q2: 13,736 shares; 2025Q3: 13,895 shares; 2025Q4: 13,014 shares 13,014 $558K 0.03% -881 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,820 shares; 2025Q1: 4,423 shares; 2025Q2: 5,034 shares; 2025Q3: 5,071 shares; 2025Q4: 4,375 shares 4,375 $558K 0.03% -696 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,623 shares; 2024Q4: 7,794 shares; 2025Q1: 7,532 shares; 2025Q2: 7,659 shares; 2025Q3: 7,855 shares; 2025Q4: 7,850 shares 7,850 $557K 0.03% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,515 shares; 2024Q4: 42,515 shares; 2025Q1: 40,360 shares; 2025Q2: 40,360 shares; 2025Q3: 42,360 shares; 2025Q4: 40,910 shares 40,910 $552K 0.03% -1,450 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,410 shares; 2025Q1: 5,502 shares; 2025Q2: 6,852 shares; 2025Q3: 7,236 shares; 2025Q4: 5,379 shares 5,379 $551K 0.03% -1,857 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,802 shares; 2025Q3: 1,951 shares; 2025Q4: 1,996 shares 1,996 $550K 0.03% +45 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,322 shares 10,322 $541K 0.03% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,695 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares 5,550 $538K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,376 shares; 2025Q2: 7,249 shares; 2025Q3: 7,157 shares; 2025Q4: 6,117 shares 6,117 $534K 0.03% -1,040 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,873 shares; 2024Q4: 9,734 shares; 2025Q1: 10,485 shares; 2025Q2: 10,224 shares; 2025Q3: 11,677 shares; 2025Q4: 11,297 shares 11,297 $532K 0.03% -380 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,171 shares; 2024Q4: 23,543 shares; 2025Q1: 23,529 shares; 2025Q2: 26,023 shares; 2025Q3: 25,024 shares; 2025Q4: 30,094 shares 30,094 $532K 0.03% +5,070 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,514 shares; 2025Q1: 2,082 shares; 2025Q2: not reported; 2025Q3: 4,691 shares; 2025Q4: 3,613 shares 3,613 $529K 0.03% -1,078 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 6,328 shares; 2025Q1: 6,730 shares; 2025Q2: 6,828 shares; 2025Q3: 6,690 shares; 2025Q4: 6,690 shares 6,690 $526K 0.03% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,289 shares; 2025Q4: 12,037 shares 12,037 $524K 0.03% -252 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,824 shares 29,824 $523K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 4,321 shares; 2025Q1: 4,899 shares; 2025Q2: 4,219 shares; 2025Q3: 4,007 shares; 2025Q4: 3,915 shares 3,915 $523K 0.03% -92 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,777 shares; 2025Q1: 3,321 shares; 2025Q2: 2,769 shares; 2025Q3: 2,455 shares; 2025Q4: 2,542 shares 2,542 $522K 0.03% +87 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,335 shares; 2025Q4: 4,812 shares 4,812 $522K 0.03% -2,523 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 7,762 shares; 2025Q1: 7,805 shares; 2025Q2: 6,400 shares; 2025Q3: 5,462 shares; 2025Q4: 4,105 shares 4,105 $517K 0.03% -1,357 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,512 shares; 2025Q2: 7,497 shares; 2025Q3: 8,855 shares; 2025Q4: 8,469 shares 8,469 $515K 0.03% -386 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,725 shares; 2024Q4: 6,095 shares; 2025Q1: 6,771 shares; 2025Q2: 6,216 shares; 2025Q3: 3,199 shares; 2025Q4: 2,585 shares 2,585 $513K 0.03% -614 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,319 shares; 2024Q4: 51,100 shares; 2025Q1: 51,120 shares; 2025Q2: 51,186 shares; 2025Q3: 51,225 shares; 2025Q4: 51,186 shares 51,186 $513K 0.03% -39 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,816 shares; 2025Q1: 1,899 shares; 2025Q2: 1,914 shares; 2025Q3: 1,689 shares; 2025Q4: 1,717 shares 1,717 $512K 0.03% +28 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,576 shares; 2025Q2: 10,273 shares; 2025Q3: 10,798 shares; 2025Q4: 10,701 shares 10,701 $511K 0.03% -97 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 5,885 shares; 2025Q1: 6,309 shares; 2025Q2: 6,308 shares; 2025Q3: 6,394 shares; 2025Q4: 5,956 shares 5,956 $511K 0.03% -438 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,926 shares; 2024Q4: 5,473 shares; 2025Q1: 9,197 shares; 2025Q2: 9,754 shares; 2025Q3: 11,541 shares; 2025Q4: 12,631 shares 12,631 $510K 0.03% +1,090 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 5,345 shares; 2025Q1: 6,907 shares; 2025Q2: 6,929 shares; 2025Q3: 3,858 shares; 2025Q4: 3,747 shares 3,747 $510K 0.03% -111 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,968 shares; 2025Q1: 4,127 shares; 2025Q2: 4,254 shares; 2025Q3: 5,541 shares; 2025Q4: 5,885 shares 5,885 $508K 0.03% +344 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,932 shares; 2024Q4: 15,048 shares; 2025Q1: 14,760 shares; 2025Q2: 14,871 shares; 2025Q3: 15,722 shares; 2025Q4: 15,781 shares 15,781 $506K 0.03% +59 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,605 shares 18,605 $505K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,958 shares; 2024Q4: 11,685 shares; 2025Q1: 11,272 shares; 2025Q2: 5,054 shares; 2025Q3: 10,942 shares; 2025Q4: 4,335 shares 4,335 $503K 0.03% -6,607 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,257 shares; 2024Q4: 38,014 shares; 2025Q1: 37,789 shares; 2025Q2: 35,063 shares; 2025Q3: 33,035 shares; 2025Q4: 28,961 shares 28,961 $502K 0.03% -4,074 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,263 shares 5,263 $500K 0.03% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 9,990 shares; 2025Q1: 9,910 shares; 2025Q2: 10,046 shares; 2025Q3: 10,632 shares; 2025Q4: 9,891 shares 9,891 $495K 0.03% -741 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,781 shares; 2025Q3: 6,214 shares; 2025Q4: 7,982 shares 7,982 $495K 0.03% +1,768 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,430 shares; 2024Q4: 47,130 shares; 2025Q1: 47,650 shares; 2025Q2: 45,210 shares; 2025Q3: 49,410 shares; 2025Q4: 49,605 shares 49,605 $495K 0.03% +195 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,632 shares; 2024Q4: 341,258 shares; 2025Q1: 327,584 shares; 2025Q2: 342,178 shares; 2025Q3: 426,244 shares; 2025Q4: 34,766 shares 34,766 $493K 0.03% -391,478 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,359 shares; 2024Q4: 18,948 shares; 2025Q1: 44,948 shares; 2025Q2: 39,598 shares; 2025Q3: 31,501 shares; 2025Q4: 33,370 shares 33,370 $491K 0.03% +1,869 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,985 shares; 2025Q1: 17,350 shares; 2025Q2: 19,328 shares; 2025Q3: 20,193 shares; 2025Q4: 20,530 shares 20,530 $490K 0.03% +337 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,676 shares; 2024Q4: 9,362 shares; 2025Q1: 10,527 shares; 2025Q2: 10,351 shares; 2025Q3: 11,486 shares; 2025Q4: 11,470 shares 11,470 $490K 0.03% -16 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 10,980 shares; 2025Q1: 11,786 shares; 2025Q2: 13,043 shares; 2025Q3: 12,961 shares; 2025Q4: 9,267 shares 9,267 $490K 0.03% -3,694 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,981 shares; 2025Q3: 7,092 shares; 2025Q4: 12,103 shares 12,103 $487K 0.03% +5,011 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,419 shares; 2025Q1: 1,203 shares; 2025Q2: 1,138 shares; 2025Q3: 1,266 shares; 2025Q4: 1,679 shares 1,679 $485K 0.03% +413 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,020 shares 36,020 $482K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,974 shares; 2025Q2: 2,253 shares; 2025Q3: 2,911 shares; 2025Q4: 3,817 shares 3,817 $482K 0.03% +906 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,798 shares 17,798 $481K 0.03% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: not reported; 2025Q1: 6,501 shares; 2025Q2: 6,799 shares; 2025Q3: 10,529 shares; 2025Q4: 11,485 shares 11,485 $481K 0.03% +956 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,036 shares; 2025Q1: 3,179 shares; 2025Q2: 3,558 shares; 2025Q3: 3,503 shares; 2025Q4: 3,349 shares 3,349 $481K 0.03% -154 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,075 shares; 2025Q2: 2,515 shares; 2025Q3: 2,917 shares; 2025Q4: 3,476 shares 3,476 $479K 0.03% +559 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 1,708 shares; 2025Q1: 1,586 shares; 2025Q2: 1,815 shares; 2025Q3: 2,098 shares; 2025Q4: 2,121 shares 2,121 $478K 0.03% +23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,199 shares; 2024Q4: 61,523 shares; 2025Q1: 5,017 shares; 2025Q2: 6,043 shares; 2025Q3: 6,943 shares; 2025Q4: 8,154 shares 8,154 $474K 0.03% +1,211 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,821 shares; 2025Q4: 16,950 shares 16,950 $474K 0.03% +129 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 1,589 shares; 2025Q4: 1,658 shares 1,658 $473K 0.03% +69 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,742 shares; 2024Q4: 5,538 shares; 2025Q1: 5,319 shares; 2025Q2: 5,460 shares; 2025Q3: 3,748 shares; 2025Q4: 2,673 shares 2,673 $469K 0.03% -1,075 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 9,520 shares; 2025Q1: 9,307 shares; 2025Q2: 9,578 shares; 2025Q3: 9,855 shares; 2025Q4: 9,962 shares 9,962 $469K 0.03% +107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,110 shares; 2024Q4: 10,110 shares; 2025Q1: 10,110 shares; 2025Q2: 10,110 shares; 2025Q3: 10,110 shares; 2025Q4: 10,274 shares 10,274 $468K 0.03% +164 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,612 shares 9,612 $467K 0.03% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,793 shares; 2024Q4: 122,414 shares; 2025Q1: 114,859 shares; 2025Q2: 131,908 shares; 2025Q3: 57,595 shares; 2025Q4: 15,018 shares 15,018 $465K 0.03% -42,577 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: 27,205 shares; 2025Q1: 27,199 shares; 2025Q2: 24,524 shares; 2025Q3: 24,524 shares; 2025Q4: 24,315 shares 24,315 $462K 0.03% -209 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 475 shares; 2025Q1: 504 shares; 2025Q2: 585 shares; 2025Q3: 382 shares; 2025Q4: 345 shares 345 $459K 0.03% -37 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,367 shares; 2024Q4: 69,182 shares; 2025Q1: 15,143 shares; 2025Q2: 10,462 shares; 2025Q3: 11,498 shares; 2025Q4: 8,005 shares 8,005 $458K 0.03% -3,493 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,694 shares; 2025Q1: 22,175 shares; 2025Q2: 24,611 shares; 2025Q3: 25,088 shares; 2025Q4: 25,761 shares 25,761 $457K 0.03% +673 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 2,838 shares; 2025Q1: 4,180 shares; 2025Q2: 4,343 shares; 2025Q3: 3,798 shares; 2025Q4: 6,763 shares 6,763 $456K 0.03% +2,965 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 1,294 shares; 2025Q1: 1,371 shares; 2025Q2: 1,406 shares; 2025Q3: 2,313 shares; 2025Q4: 2,193 shares 2,193 $455K 0.03% -120 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 10,225 shares; 2025Q1: 9,698 shares; 2025Q2: 9,698 shares; 2025Q3: 16,880 shares; 2025Q4: 13,299 shares 13,299 $455K 0.03% -3,581 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 916 shares; 2025Q3: 1,189 shares; 2025Q4: 1,139 shares 1,139 $453K 0.03% -50 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,063 shares; 2025Q2: 1,654 shares; 2025Q3: 2,137 shares; 2025Q4: 2,073 shares 2,073 $450K 0.03% -64 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,229 shares; 2025Q1: 2,333 shares; 2025Q2: 2,330 shares; 2025Q3: 3,690 shares; 2025Q4: 3,551 shares 3,551 $447K 0.03% -139 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,297 shares; 2025Q1: 4,825 shares; 2025Q2: 4,785 shares; 2025Q3: 4,738 shares; 2025Q4: 579 shares 579 $444K 0.03% -4,159 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,428 shares; 2024Q4: 10,396 shares; 2025Q1: 10,090 shares; 2025Q2: 8,796 shares; 2025Q3: 9,593 shares; 2025Q4: 9,490 shares 9,490 $441K 0.03% -103 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,808 shares; 2025Q3: 8,513 shares; 2025Q4: 8,371 shares 8,371 $440K 0.03% -142 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,913 shares; 2025Q1: 1,686 shares; 2025Q2: 1,785 shares; 2025Q3: 1,787 shares; 2025Q4: 1,832 shares 1,832 $439K 0.03% +45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 6,315 shares; 2025Q1: 6,164 shares; 2025Q2: 5,927 shares; 2025Q3: 6,684 shares; 2025Q4: 6,507 shares 6,507 $438K 0.03% -177 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,621 shares; 2025Q1: 2,607 shares; 2025Q2: 2,582 shares; 2025Q3: 2,498 shares; 2025Q4: 1,946 shares 1,946 $437K 0.03% -552 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 10,624 shares; 2025Q1: 10,790 shares; 2025Q2: 10,040 shares; 2025Q3: 9,012 shares; 2025Q4: 9,016 shares 9,016 $433K 0.03% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,351 shares; 2025Q3: 5,146 shares; 2025Q4: 9,904 shares 9,904 $432K 0.03% +4,758 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 2,372 shares; 2025Q1: 7,474 shares; 2025Q2: 6,792 shares; 2025Q3: 7,304 shares; 2025Q4: 4,283 shares 4,283 $432K 0.03% -3,021 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 1,113 shares; 2025Q4: 1,257 shares 1,257 $431K 0.03% +144 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,797 shares; 2024Q4: 13,313 shares; 2025Q1: 7,861 shares; 2025Q2: 7,675 shares; 2025Q3: 11,646 shares; 2025Q4: 9,164 shares 9,164 $429K 0.03% -2,482 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 4,495 shares; 2025Q1: 5,625 shares; 2025Q2: 5,220 shares; 2025Q3: 5,404 shares; 2025Q4: 4,005 shares 4,005 $429K 0.03% -1,399 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 8,486 shares; 2025Q1: 8,710 shares; 2025Q2: 5,788 shares; 2025Q3: 5,640 shares; 2025Q4: 4,705 shares 4,705 $425K 0.03% -935 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,599 shares; 2025Q1: 3,869 shares; 2025Q2: 3,870 shares; 2025Q3: 4,146 shares; 2025Q4: 4,311 shares 4,311 $424K 0.03% +165 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 729 shares; 2025Q1: 736 shares; 2025Q2: 755 shares; 2025Q3: 760 shares; 2025Q4: 733 shares 733 $421K 0.03% -27 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 11,340 shares; 2025Q1: 13,525 shares; 2025Q2: 13,350 shares; 2025Q3: 12,935 shares; 2025Q4: 13,185 shares 13,185 $420K 0.03% +250 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,169 shares; 2025Q3: 4,127 shares; 2025Q4: 4,442 shares 4,442 $418K 0.03% +315 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,020 shares; 2025Q1: 2,031 shares; 2025Q2: 1,993 shares; 2025Q3: 1,927 shares; 2025Q4: 1,966 shares 1,966 $417K 0.03% +39 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,601 shares; 2025Q1: 1,552 shares; 2025Q2: 1,522 shares; 2025Q3: 1,698 shares; 2025Q4: 1,865 shares 1,865 $416K 0.03% +167 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,726 shares; 2025Q1: 7,708 shares; 2025Q2: 7,773 shares; 2025Q3: 7,795 shares; 2025Q4: 7,735 shares 7,735 $413K 0.02% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 6,193 shares; 2025Q1: 5,768 shares; 2025Q2: 5,882 shares; 2025Q3: 5,551 shares; 2025Q4: 5,551 shares 5,551 $411K 0.02% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,377 shares 27,377 $411K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,536 shares; 2025Q1: 1,528 shares; 2025Q2: 1,533 shares; 2025Q3: 2,751 shares; 2025Q4: 1,965 shares 1,965 $410K 0.02% -786 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,581 shares; 2025Q2: 2,247 shares; 2025Q3: 3,729 shares; 2025Q4: 3,495 shares 3,495 $410K 0.02% -234 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,407 shares; 2025Q2: 12,876 shares; 2025Q3: 12,692 shares; 2025Q4: 12,399 shares 12,399 $410K 0.02% -293 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,482 shares; 2025Q1: 1,501 shares; 2025Q2: 1,684 shares; 2025Q3: 1,590 shares; 2025Q4: 1,631 shares 1,631 $409K 0.02% +41 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,325 shares; 2024Q4: 18,325 shares; 2025Q1: 18,325 shares; 2025Q2: 18,325 shares; 2025Q3: 18,325 shares; 2025Q4: 16,000 shares 16,000 $406K 0.02% -2,325 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,875 shares; 2025Q1: 2,364 shares; 2025Q2: 1,349 shares; 2025Q3: 1,465 shares; 2025Q4: 1,554 shares 1,554 $406K 0.02% +89 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,412 shares; 2025Q3: 17,294 shares; 2025Q4: 20,879 shares 20,879 $403K 0.02% +3,585 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 9,754 shares; 2025Q1: 9,394 shares; 2025Q2: 8,325 shares; 2025Q3: 7,819 shares; 2025Q4: 7,296 shares 7,296 $401K 0.02% -523 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,530 shares; 2024Q4: 6,536 shares; 2025Q1: 6,069 shares; 2025Q2: 7,874 shares; 2025Q3: 8,869 shares; 2025Q4: 10,023 shares 10,023 $397K 0.02% +1,154 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 8,001 shares; 2025Q1: 5,262 shares; 2025Q2: 3,349 shares; 2025Q3: 2,563 shares; 2025Q4: 2,741 shares 2,741 $397K 0.02% +178 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,089 shares 7,089 $396K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,292 shares; 2025Q4: 11,021 shares 11,021 $394K 0.02% -271 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,483 shares; 2024Q4: 7,326 shares; 2025Q1: 10,468 shares; 2025Q2: 9,480 shares; 2025Q3: 9,552 shares; 2025Q4: 11,095 shares 11,095 $394K 0.02% +1,543 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,951 shares; 2025Q1: 3,718 shares; 2025Q2: 3,718 shares; 2025Q3: 3,879 shares; 2025Q4: 3,780 shares 3,780 $393K 0.02% -99 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 9,489 shares; 2025Q1: 8,662 shares; 2025Q2: 8,575 shares; 2025Q3: 9,031 shares; 2025Q4: 10,828 shares 10,828 $393K 0.02% +1,797 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,592 shares; 2025Q4: 8,607 shares 8,607 $392K 0.02% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,178 shares; 2025Q1: 3,196 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares 3,145 $392K 0.02% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,019 shares; 2024Q4: 19,036 shares; 2025Q1: 21,252 shares; 2025Q2: 21,016 shares; 2025Q3: 23,867 shares; 2025Q4: 24,688 shares 24,688 $392K 0.02% +821 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,219 shares; 2025Q3: 3,435 shares; 2025Q4: 3,836 shares 3,836 $391K 0.02% +401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 2,176 shares; 2025Q1: 2,275 shares; 2025Q2: 2,056 shares; 2025Q3: 2,164 shares; 2025Q4: 2,018 shares 2,018 $391K 0.02% -146 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,846 shares; 2024Q4: 14,096 shares; 2025Q1: 5,795 shares; 2025Q2: 6,112 shares; 2025Q3: 7,073 shares; 2025Q4: 3,629 shares 3,629 $389K 0.02% -3,444 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 4,809 shares; 2025Q1: 11,027 shares; 2025Q2: 7,903 shares; 2025Q3: 12,510 shares; 2025Q4: 8,100 shares 8,100 $389K 0.02% -4,410 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,476 shares 3,476 $389K 0.02% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,081 shares; 2025Q1: 2,856 shares; 2025Q2: 7,050 shares; 2025Q3: 7,170 shares; 2025Q4: 2,094 shares 2,094 $387K 0.02% -5,076 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,868 shares; 2025Q3: 3,357 shares; 2025Q4: 2,215 shares 2,215 $385K 0.02% -1,142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,876 shares; 2024Q4: 8,677 shares; 2025Q1: 7,254 shares; 2025Q2: 8,803 shares; 2025Q3: 8,587 shares; 2025Q4: 8,645 shares 8,645 $385K 0.02% +58 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,875 shares 3,875 $384K 0.02% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 2,801 shares; 2025Q1: 3,612 shares; 2025Q2: 3,422 shares; 2025Q3: 3,732 shares; 2025Q4: 2,557 shares 2,557 $384K 0.02% -1,175 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 7,872 shares; 2025Q1: 8,178 shares; 2025Q2: 17,946 shares; 2025Q3: 15,551 shares; 2025Q4: 16,204 shares 16,204 $384K 0.02% +653 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,059 shares 15,059 $384K 0.02% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,020 shares; 2024Q4: 15,776 shares; 2025Q1: 17,862 shares; 2025Q2: 17,998 shares; 2025Q3: 16,841 shares; 2025Q4: 15,144 shares 15,144 $383K 0.02% -1,697 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,986 shares; 2025Q3: 6,014 shares; 2025Q4: 5,369 shares 5,369 $383K 0.02% -645 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,161 shares; 2025Q1: 3,161 shares; 2025Q2: 3,161 shares; 2025Q3: 3,161 shares; 2025Q4: 3,161 shares 3,161 $382K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 1,209 shares; 2025Q1: 1,225 shares; 2025Q2: 2,008 shares; 2025Q3: 1,501 shares; 2025Q4: 1,182 shares 1,182 $382K 0.02% -319 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 2,401 shares; 2025Q1: 2,281 shares; 2025Q2: 2,227 shares; 2025Q3: 2,457 shares; 2025Q4: 2,525 shares 2,525 $382K 0.02% +68 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,293 shares; 2025Q4: 4,848 shares 4,848 $381K 0.02% +555 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,285 shares; 2024Q4: 37,521 shares; 2025Q1: 37,516 shares; 2025Q2: 31,350 shares; 2025Q3: 20,950 shares; 2025Q4: 21,223 shares 21,223 $378K 0.02% +273 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201,848 shares; 2025Q1: 189,246 shares; 2025Q2: 203,189 shares; 2025Q3: 180,837 shares; 2025Q4: 15,084 shares 15,084 $377K 0.02% -165,753 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,643 shares; 2025Q2: 5,688 shares; 2025Q3: 4,920 shares; 2025Q4: 1,902 shares 1,902 $375K 0.02% -3,018 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 5,460 shares; 2025Q1: 4,035 shares; 2025Q2: 3,965 shares; 2025Q3: 3,965 shares; 2025Q4: 3,115 shares 3,115 $375K 0.02% -850 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,146 shares; 2024Q4: 4,268 shares; 2025Q1: 4,041 shares; 2025Q2: 3,993 shares; 2025Q3: 4,224 shares; 2025Q4: 4,664 shares 4,664 $373K 0.02% +440 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 910 shares; 2025Q1: not reported; 2025Q2: 1,022 shares; 2025Q3: 981 shares; 2025Q4: 947 shares 947 $373K 0.02% -34 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 5,160 shares; 2025Q1: 4,914 shares; 2025Q2: 4,692 shares; 2025Q3: 4,466 shares; 2025Q4: 4,260 shares 4,260 $372K 0.02% -206 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,981 shares; 2024Q4: 87,143 shares; 2025Q1: 87,954 shares; 2025Q2: 3,357 shares; 2025Q3: 86,547 shares; 2025Q4: 2,962 shares 2,962 $371K 0.02% -83,585 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,083 shares; 2025Q4: 9,583 shares 9,583 $370K 0.02% -1,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 4,991 shares; 2025Q1: 4,991 shares; 2025Q2: 5,243 shares; 2025Q3: 5,270 shares; 2025Q4: 5,293 shares 5,293 $369K 0.02% +23 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,266 shares; 2025Q3: 3,890 shares; 2025Q4: 3,257 shares 3,257 $368K 0.02% -633 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 8,235 shares; 2025Q1: 8,823 shares; 2025Q2: 1,789 shares; 2025Q3: 9,378 shares; 2025Q4: 1,267 shares 1,267 $368K 0.02% -8,111 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 919 shares; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,146 shares; 2025Q4: 1,077 shares 1,077 $366K 0.02% -69 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,176 shares; 2025Q3: 5,407 shares; 2025Q4: 5,337 shares 5,337 $366K 0.02% -70 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 4,984 shares; 2025Q1: 5,393 shares; 2025Q2: 5,717 shares; 2025Q3: 7,277 shares; 2025Q4: 7,861 shares 7,861 $366K 0.02% +584 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,490 shares; 2025Q3: 6,354 shares; 2025Q4: 6,804 shares 6,804 $364K 0.02% +450 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,530 shares; 2025Q1: not reported; 2025Q2: 4,343 shares; 2025Q3: 4,137 shares; 2025Q4: 3,977 shares 3,977 $364K 0.02% -160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,765 shares; 2025Q2: 11,334 shares; 2025Q3: 12,081 shares; 2025Q4: 12,182 shares 12,182 $361K 0.02% +101 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,322 shares; 2025Q1: 1,406 shares; 2025Q2: 1,404 shares; 2025Q3: 1,419 shares; 2025Q4: 654 shares 654 $360K 0.02% -765 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,794 shares; 2025Q1: 13,328 shares; 2025Q2: 13,309 shares; 2025Q3: 14,457 shares; 2025Q4: 16,952 shares 16,952 $360K 0.02% +2,495 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,531 shares; 2025Q1: 2,977 shares; 2025Q2: 2,581 shares; 2025Q3: 2,932 shares; 2025Q4: 2,840 shares 2,840 $359K 0.02% -92 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,730 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 2,730 shares 2,730 $359K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,534 shares; 2025Q1: 2,126 shares; 2025Q2: 1,377 shares; 2025Q3: 1,971 shares; 2025Q4: 1,958 shares 1,958 $357K 0.02% -13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,267 shares; 2025Q3: 15,969 shares; 2025Q4: 23,791 shares 23,791 $355K 0.02% +7,822 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,132 shares; 2025Q1: 4,760 shares; 2025Q2: 4,558 shares; 2025Q3: 4,518 shares; 2025Q4: 4,281 shares 4,281 $355K 0.02% -237 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,731 shares 1,731 $355K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: 11,250 shares; 2025Q1: 11,050 shares; 2025Q2: 10,850 shares; 2025Q3: 9,850 shares; 2025Q4: 9,850 shares 9,850 $353K 0.02% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 3,268 shares; 2025Q3: 2,565 shares; 2025Q4: 1,717 shares 1,717 $349K 0.02% -848 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 9,546 shares; 2025Q1: 8,589 shares; 2025Q2: 8,856 shares; 2025Q3: 5,439 shares; 2025Q4: 5,192 shares 5,192 $348K 0.02% -247 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares; 2025Q4: 9,750 shares 9,750 $344K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,529 shares; 2024Q4: 7,839 shares; 2025Q1: 8,160 shares; 2025Q2: 3,744 shares; 2025Q3: 7,630 shares; 2025Q4: 2,980 shares 2,980 $344K 0.02% -4,650 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,636 shares; 2025Q2: 4,118 shares; 2025Q3: 4,035 shares; 2025Q4: 4,221 shares 4,221 $342K 0.02% +186 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,685 shares; 2025Q2: not reported; 2025Q3: 2,215 shares; 2025Q4: 3,109 shares 3,109 $341K 0.02% +894 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 13,715 shares; 2025Q1: 15,684 shares; 2025Q2: 15,240 shares; 2025Q3: 20,688 shares; 2025Q4: 21,198 shares 21,198 $341K 0.02% +510 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 1,327 shares; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,444 shares; 2025Q4: 1,481 shares 1,481 $339K 0.02% +37 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 10,255 shares; 2025Q1: 10,281 shares; 2025Q2: 13,573 shares; 2025Q3: 16,905 shares; 2025Q4: 16,442 shares 16,442 $338K 0.02% -463 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,471 shares; 2025Q4: 12,339 shares 12,339 $338K 0.02% +2,868 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,573 shares; 2025Q1: 3,757 shares; 2025Q2: not reported; 2025Q3: 2,346 shares; 2025Q4: 2,642 shares 2,642 $338K 0.02% +296 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 3,563 shares; 2025Q3: 4,034 shares; 2025Q4: 3,830 shares 3,830 $335K 0.02% -204 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,323 shares 11,323 $334K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares 4,825 $333K 0.02% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 8,610 shares; 2025Q1: not reported; 2025Q2: 9,523 shares; 2025Q3: 9,523 shares; 2025Q4: 7,800 shares 7,800 $333K 0.02% -1,723 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,955 shares; 2025Q1: 1,819 shares; 2025Q2: 1,953 shares; 2025Q3: 1,994 shares; 2025Q4: 1,877 shares 1,877 $329K 0.02% -117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,956 shares; 2024Q4: 12,952 shares; 2025Q1: 16,324 shares; 2025Q2: 13,577 shares; 2025Q3: 9,938 shares; 2025Q4: 6,581 shares 6,581 $325K 0.02% -3,357 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,167 shares; 2025Q3: 2,830 shares; 2025Q4: 3,199 shares 3,199 $325K 0.02% +369 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 953 shares 953 $324K 0.02% +191 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,307 shares; 2025Q1: 1,427 shares; 2025Q2: 1,575 shares; 2025Q3: 1,700 shares; 2025Q4: 1,175 shares 1,175 $323K 0.02% -525 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 14,149 shares; 2025Q1: 15,461 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,269 shares 12,269 $321K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,525 shares; 2025Q1: 2,261 shares; 2025Q2: 2,198 shares; 2025Q3: 2,225 shares; 2025Q4: 2,230 shares 2,230 $320K 0.02% +5 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,709 shares; 2025Q1: 4,524 shares; 2025Q2: 4,819 shares; 2025Q3: 3,284 shares; 2025Q4: 3,223 shares 3,223 $320K 0.02% -61 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,989 shares 1,989 $320K 0.02% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 634 shares; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 525 shares; 2025Q4: 561 shares 561 $319K 0.02% +36 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,603 shares 11,603 $318K 0.02% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 8,534 shares; 2025Q1: 10,347 shares; 2025Q2: 9,878 shares; 2025Q3: 9,247 shares; 2025Q4: 7,336 shares 7,336 $318K 0.02% -1,911 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,204 shares 2,204 $317K 0.02% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,055 shares 20,055 $316K 0.02% +55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,009 shares; 2025Q1: 13,529 shares; 2025Q2: 15,396 shares; 2025Q3: 13,626 shares; 2025Q4: 13,558 shares 13,558 $316K 0.02% -68 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 3,170 shares; 2025Q1: 2,472 shares; 2025Q2: 2,131 shares; 2025Q3: 2,104 shares; 2025Q4: 1,595 shares 1,595 $316K 0.02% -509 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 3,051 shares; 2025Q1: 3,438 shares; 2025Q2: 2,034 shares; 2025Q3: 2,618 shares; 2025Q4: 1,512 shares 1,512 $315K 0.02% -1,106 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,496 shares; 2025Q1: 2,116 shares; 2025Q2: 4,320 shares; 2025Q3: 6,928 shares; 2025Q4: 4,892 shares 4,892 $315K 0.02% -2,036 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares 13,500 $314K 0.02% 0 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,376 shares; 2025Q1: 5,967 shares; 2025Q2: 5,967 shares; 2025Q3: 5,934 shares; 2025Q4: 5,934 shares 5,934 $313K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,946 shares; 2025Q3: 5,833 shares; 2025Q4: 5,183 shares 5,183 $313K 0.02% -650 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 436 shares; 2025Q1: 475 shares; 2025Q2: 101 shares; 2025Q3: 609 shares; 2025Q4: 91 shares 91 $309K 0.02% -518 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,497 shares; 2024Q4: 3,179 shares; 2025Q1: 1,748 shares; 2025Q2: 1,411 shares; 2025Q3: 1,430 shares; 2025Q4: 1,420 shares 1,420 $308K 0.02% -10 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,104 shares; 2025Q4: 3,787 shares 3,787 $308K 0.02% -317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,796 shares; 2025Q1: 6,436 shares; 2025Q2: 6,436 shares; 2025Q3: 6,436 shares; 2025Q4: 6,436 shares 6,436 $307K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 9,087 shares; 2025Q1: 10,324 shares; 2025Q2: 17,038 shares; 2025Q3: 12,883 shares; 2025Q4: 11,867 shares 11,867 $306K 0.02% -1,016 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,620 shares; 2025Q1: 2,553 shares; 2025Q2: 4,426 shares; 2025Q3: 5,634 shares; 2025Q4: 2,942 shares 2,942 $303K 0.02% -2,692 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares 1,454 $302K 0.02% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,217 shares; 2025Q1: 1,506 shares; 2025Q2: 1,631 shares; 2025Q3: 1,607 shares; 2025Q4: 1,627 shares 1,627 $302K 0.02% +20 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,297 shares; 2025Q1: 795 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,243 shares 1,243 $302K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,978 shares; 2025Q1: 5,171 shares; 2025Q2: 6,474 shares; 2025Q3: 7,044 shares; 2025Q4: 6,544 shares 6,544 $302K 0.02% -500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 3,044 shares; 2025Q1: 3,011 shares; 2025Q2: 3,067 shares; 2025Q3: 3,039 shares; 2025Q4: 3,055 shares 3,055 $301K 0.02% +16 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,840 shares 3,840 $301K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,424 shares; 2025Q3: 9,424 shares; 2025Q4: 11,928 shares 11,928 $301K 0.02% +2,504 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 5,635 shares; 2025Q4: 6,645 shares 6,645 $300K 0.02% +1,010 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares; 2025Q4: 643 shares 643 $300K 0.02% +45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 13,089 shares; 2025Q1: 17,123 shares; 2025Q2: 17,142 shares; 2025Q3: 17,422 shares; 2025Q4: 17,290 shares 17,290 $299K 0.02% -132 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,603 shares; 2025Q1: 3,010 shares; 2025Q2: 2,295 shares; 2025Q3: 3,186 shares; 2025Q4: 2,297 shares 2,297 $298K 0.02% -889 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,005 shares 2,005 $297K 0.02% -40 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,702 shares; 2025Q4: 7,786 shares 7,786 $296K 0.02% +84 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,508 shares; 2024Q4: 5,849 shares; 2025Q1: 5,992 shares; 2025Q2: 6,151 shares; 2025Q3: 5,077 shares; 2025Q4: 4,934 shares 4,934 $296K 0.02% -143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,546 shares; 2025Q2: 1,594 shares; 2025Q3: 1,688 shares; 2025Q4: 1,698 shares 1,698 $295K 0.02% +10 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares 1,024 $294K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,110 shares; 2024Q4: 8,653 shares; 2025Q1: 9,680 shares; 2025Q2: 9,978 shares; 2025Q3: 6,868 shares; 2025Q4: 7,607 shares 7,607 $292K 0.02% +739 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,790 shares; 2025Q1: 6,394 shares; 2025Q2: 7,023 shares; 2025Q3: 7,035 shares; 2025Q4: 6,891 shares 6,891 $291K 0.02% -144 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 5,196 shares; 2025Q1: 3,212 shares; 2025Q2: 3,169 shares; 2025Q3: 3,034 shares; 2025Q4: 3,241 shares 3,241 $290K 0.02% +207 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,278 shares; 2025Q2: 24,781 shares; 2025Q3: 81,137 shares; 2025Q4: 8,506 shares 8,506 $289K 0.02% -72,631 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,948 shares; 2025Q4: 6,453 shares 6,453 $289K 0.02% +1,505 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,833 shares; 2024Q4: 31,224 shares; 2025Q1: 49,852 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,814 shares 2,814 $289K 0.02% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,557 shares; 2025Q1: 10,612 shares; 2025Q2: 9,998 shares; 2025Q3: 11,126 shares; 2025Q4: 6,112 shares 6,112 $288K 0.02% -5,014 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,107 shares 9,107 $288K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,088 shares; 2024Q4: 18,987 shares; 2025Q1: 19,092 shares; 2025Q2: 21,915 shares; 2025Q3: 26,618 shares; 2025Q4: 34,322 shares 34,322 $286K 0.02% +7,704 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,172 shares; 2025Q1: 6,127 shares; 2025Q2: 5,546 shares; 2025Q3: 5,068 shares; 2025Q4: 4,935 shares 4,935 $286K 0.02% -133 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,622 shares; 2024Q4: 3,524 shares; 2025Q1: 3,439 shares; 2025Q2: 3,608 shares; 2025Q3: 3,303 shares; 2025Q4: 2,919 shares 2,919 $285K 0.02% -384 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,834 shares; 2025Q3: 6,084 shares; 2025Q4: 6,770 shares 6,770 $285K 0.02% +686 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 17,500 shares; 2025Q4: 24,000 shares 24,000 $282K 0.02% +6,500 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,708 shares 7,708 $282K 0.02% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,593 shares; 2025Q3: 8,488 shares; 2025Q4: 5,854 shares 5,854 $281K 0.02% -2,634 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 793 shares; 2025Q1: 1,006 shares; 2025Q2: 1,107 shares; 2025Q3: 1,151 shares; 2025Q4: 935 shares 935 $281K 0.02% -216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $280K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,676 shares; 2025Q3: 2,095 shares; 2025Q4: 1,853 shares 1,853 $276K 0.02% -242 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 5,244 shares; 2025Q1: 5,569 shares; 2025Q2: 6,218 shares; 2025Q3: 7,161 shares; 2025Q4: 6,825 shares 6,825 $276K 0.02% -336 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,787 shares; 2025Q1: 2,782 shares; 2025Q2: 2,595 shares; 2025Q3: 2,532 shares; 2025Q4: 3,363 shares 3,363 $276K 0.02% +831 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,700 shares; 2025Q1: not reported; 2025Q2: 9,593 shares; 2025Q3: 10,441 shares; 2025Q4: 6,942 shares 6,942 $275K 0.02% -3,499 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,202 shares 4,202 $275K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,132 shares; 2024Q4: 30,322 shares; 2025Q1: 37,733 shares; 2025Q2: 2,613 shares; 2025Q3: 10,209 shares; 2025Q4: 2,809 shares 2,809 $275K 0.02% -7,400 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,932 shares 3,932 $274K 0.02% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,822 shares; 2024Q4: 8,729 shares; 2025Q1: 8,400 shares; 2025Q2: 8,295 shares; 2025Q3: not reported; 2025Q4: 11,487 shares 11,487 $271K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,198 shares; 2025Q4: 8,815 shares 8,815 $269K 0.02% +1,617 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,043 shares; 2025Q2: 2,735 shares; 2025Q3: 2,625 shares; 2025Q4: 2,632 shares 2,632 $267K 0.02% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,606 shares; 2025Q4: 5,956 shares 5,956 $265K 0.02% +350 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,039 shares; 2025Q3: 2,253 shares; 2025Q4: 2,110 shares 2,110 $264K 0.02% -143 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $263K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,147 shares; 2024Q4: 25,172 shares; 2025Q1: 27,613 shares; 2025Q2: 28,834 shares; 2025Q3: 29,502 shares; 2025Q4: 28,268 shares 28,268 $263K 0.02% -1,234 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,376 shares; 2024Q4: 33,266 shares; 2025Q1: 33,156 shares; 2025Q2: 3,597 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares 2,720 $262K 0.02% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,369 shares; 2025Q3: 7,589 shares; 2025Q4: 6,459 shares 6,459 $260K 0.02% -1,130 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,595 shares; 2025Q1: 1,544 shares; 2025Q2: 1,671 shares; 2025Q3: 1,804 shares; 2025Q4: 1,897 shares 1,897 $258K 0.02% +93 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,120 shares; 2024Q4: 29,996 shares; 2025Q1: 29,996 shares; 2025Q2: 21,778 shares; 2025Q3: 140,756 shares; 2025Q4: 13,399 shares 13,399 $257K 0.02% -127,357 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,481 shares; 2025Q1: 2,461 shares; 2025Q2: not reported; 2025Q3: 2,863 shares; 2025Q4: 946 shares 946 $257K 0.02% -1,917 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 5,436 shares; 2025Q1: 5,359 shares; 2025Q2: not reported; 2025Q3: 14,007 shares; 2025Q4: 997 shares 997 $256K 0.02% -13,010 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares 8,500 $256K 0.02% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,790 shares; 2025Q2: 6,379 shares; 2025Q3: 6,322 shares; 2025Q4: 3,494 shares 3,494 $255K 0.02% -2,828 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 7,616 shares; 2025Q1: 5,158 shares; 2025Q2: 9,395 shares; 2025Q3: 1,465 shares; 2025Q4: 1,466 shares 1,466 $255K 0.02% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,194 shares; 2024Q4: 9,440 shares; 2025Q1: 9,440 shares; 2025Q2: 11,074 shares; 2025Q3: 11,074 shares; 2025Q4: 11,074 shares 11,074 $255K 0.02% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 7,603 shares; 2025Q1: 9,288 shares; 2025Q2: not reported; 2025Q3: 8,414 shares; 2025Q4: 8,998 shares 8,998 $254K 0.02% +584 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,210 shares 2,210 $254K 0.02% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,683 shares; 2024Q4: 11,502 shares; 2025Q1: 13,652 shares; 2025Q2: 6,949 shares; 2025Q3: 15,702 shares; 2025Q4: 3,783 shares 3,783 $253K 0.02% -11,919 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,759 shares 4,759 $251K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,987 shares; 2025Q3: 1,772 shares; 2025Q4: 1,683 shares 1,683 $250K 0.02% -89 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,211 shares; 2025Q1: 1,326 shares; 2025Q2: 1,140 shares; 2025Q3: 1,126 shares; 2025Q4: 704 shares 704 $249K 0.01% -422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,287 shares; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,224 shares; 2025Q4: 986 shares 986 $247K 0.01% -238 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,443 shares; 2024Q4: 2,515 shares; 2025Q1: 2,640 shares; 2025Q2: 3,099 shares; 2025Q3: not reported; 2025Q4: 3,854 shares 3,854 $246K 0.01% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,013 shares 1,013 $246K 0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 1,636 shares; 2025Q4: 797 shares 797 $244K 0.01% -839 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares 28,000 $244K 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,196 shares; 2025Q4: 2,250 shares 2,250 $244K 0.01% +54 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares 3,750 $243K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,360 shares; 2025Q1: 2,677 shares; 2025Q2: 2,485 shares; 2025Q3: 2,388 shares; 2025Q4: 1,390 shares 1,390 $242K 0.01% -998 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: not reported; 2025Q1: 6,463 shares; 2025Q2: 6,454 shares; 2025Q3: 6,146 shares; 2025Q4: 5,894 shares 5,894 $241K 0.01% -252 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,577 shares; 2025Q1: 3,806 shares; 2025Q2: 4,102 shares; 2025Q3: 6,750 shares; 2025Q4: 6,588 shares 6,588 $241K 0.01% -162 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 6,184 shares; 2025Q1: 4,936 shares; 2025Q2: 5,232 shares; 2025Q3: 5,687 shares; 2025Q4: 5,431 shares 5,431 $241K 0.01% -256 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,307 shares; 2025Q1: not reported; 2025Q2: 3,816 shares; 2025Q3: 2,773 shares; 2025Q4: 2,660 shares 2,660 $239K 0.01% -113 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 994 shares 994 $239K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,040 shares; 2024Q4: 39,031 shares; 2025Q1: 20,528 shares; 2025Q2: 19,351 shares; 2025Q3: 18,084 shares; 2025Q4: 18,063 shares 18,063 $237K 0.01% -21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,464 shares; 2025Q1: 11,611 shares; 2025Q2: 11,752 shares; 2025Q3: 10,734 shares; 2025Q4: 12,062 shares 12,062 $236K 0.01% +1,328 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,032 shares 5,032 $235K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 387 shares 387 $234K 0.01% +6 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,756 shares 5,756 $234K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,286 shares; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,343 shares; 2025Q4: 1,452 shares 1,452 $232K 0.01% +109 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,236 shares; 2025Q4: 2,266 shares 2,266 $232K 0.01% +30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,045 shares; 2025Q3: 12,707 shares; 2025Q4: 13,261 shares 13,261 $232K 0.01% +554 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,562 shares 3,562 $232K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,342 shares; 2025Q3: 11,328 shares; 2025Q4: 11,545 shares 11,545 $231K 0.01% +217 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,257 shares 9,257 $231K 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,253 shares; 2025Q3: 2,674 shares; 2025Q4: 1,645 shares 1,645 $230K 0.01% -1,029 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,368 shares; 2024Q4: 10,955 shares; 2025Q1: 11,893 shares; 2025Q2: not reported; 2025Q3: 14,237 shares; 2025Q4: 2,488 shares 2,488 $229K 0.01% -11,749 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 599 shares; 2025Q1: 611 shares; 2025Q2: 577 shares; 2025Q3: 611 shares; 2025Q4: 566 shares 566 $228K 0.01% -45 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 2,904 shares; 2025Q1: 3,140 shares; 2025Q2: 3,539 shares; 2025Q3: 3,561 shares; 2025Q4: 3,431 shares 3,431 $228K 0.01% -130 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029 shares; 2025Q4: 1,069 shares 1,069 $228K 0.01% +40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,776 shares; 2025Q4: 1,704 shares 1,704 $228K 0.01% -72 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,133 shares; 2025Q1: 1,765 shares; 2025Q2: 1,371 shares; 2025Q3: not reported; 2025Q4: 542 shares 542 $227K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,477 shares; 2025Q4: 8,878 shares 8,878 $227K 0.01% +401 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,691 shares 6,691 $226K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,759 shares; 2025Q1: 3,137 shares; 2025Q2: 3,170 shares; 2025Q3: 3,192 shares; 2025Q4: 1,445 shares 1,445 $226K 0.01% -1,747 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,361 shares; 2025Q3: 7,404 shares; 2025Q4: 5,638 shares 5,638 $226K 0.01% -1,766 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 1,048 shares; 2025Q1: 994 shares; 2025Q2: 865 shares; 2025Q3: 906 shares; 2025Q4: 869 shares 869 $226K 0.01% -37 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,150 shares; 2025Q4: 4,330 shares 4,330 $225K 0.01% +180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,761 shares; 2025Q1: 21,388 shares; 2025Q2: 16,079 shares; 2025Q3: 11,931 shares; 2025Q4: 11,553 shares 11,553 $224K 0.01% -378 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 6,468 shares; 2025Q1: 5,929 shares; 2025Q2: 5,854 shares; 2025Q3: 5,477 shares; 2025Q4: 3,819 shares 3,819 $224K 0.01% -1,658 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,767 shares; 2025Q4: 7,117 shares 7,117 $222K 0.01% -650 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,231 shares 1,231 $222K 0.01% -21 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,804 shares; 2024Q4: 10,337 shares; 2025Q1: 6,820 shares; 2025Q2: 5,792 shares; 2025Q3: 5,383 shares; 2025Q4: 4,984 shares 4,984 $221K 0.01% -399 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 4,906 shares; 2025Q3: 4,839 shares; 2025Q4: 4,120 shares 4,120 $221K 0.01% -719 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,158 shares; 2025Q1: 2,268 shares; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,277 shares 1,277 $221K 0.01% -127 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 5,761 shares; 2025Q1: 5,761 shares; 2025Q2: 5,511 shares; 2025Q3: 5,311 shares; 2025Q4: 4,811 shares 4,811 $220K 0.01% -500 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,944 shares 4,944 $219K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,281 shares; 2025Q3: 9,281 shares; 2025Q4: 9,281 shares 9,281 $219K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,836 shares; 2024Q4: 4,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,780 shares 2,780 $219K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,813 shares; 2025Q4: 5,668 shares 5,668 $219K 0.01% -145 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares 859 $218K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 691 shares; 2025Q1: 1,054 shares; 2025Q2: 1,980 shares; 2025Q3: 1,970 shares; 2025Q4: 426 shares 426 $217K 0.01% -1,544 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,834 shares 6,834 $216K 0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,608 shares; 2025Q4: 1,663 shares 1,663 $216K 0.01% +55 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,650 shares 3,650 $216K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,613 shares; 2024Q4: 37,316 shares; 2025Q1: 35,840 shares; 2025Q2: 5,857 shares; 2025Q3: 5,857 shares; 2025Q4: 5,621 shares 5,621 $215K 0.01% -236 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,103 shares 1,103 $215K 0.01% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,032 shares 3,032 $215K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,834 shares; 2025Q1: 2,730 shares; 2025Q2: 4,558 shares; 2025Q3: 3,138 shares; 2025Q4: 2,197 shares 2,197 $215K 0.01% -941 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,090 shares 4,090 $215K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,727 shares; 2025Q1: 12,908 shares; 2025Q2: 18,139 shares; 2025Q3: 13,235 shares; 2025Q4: 7,630 shares 7,630 $214K 0.01% -5,605 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,309 shares; 2025Q4: 1,340 shares 1,340 $213K 0.01% +31 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,720 shares; 2024Q4: 5,380 shares; 2025Q1: 5,476 shares; 2025Q2: 5,009 shares; 2025Q3: 4,116 shares; 2025Q4: 1,488 shares 1,488 $212K 0.01% -2,628 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,076 shares 3,076 $212K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631 shares; 2025Q4: 526 shares 526 $212K 0.01% -105 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,315 shares; 2025Q1: 11,590 shares; 2025Q2: 9,715 shares; 2025Q3: 12,877 shares; 2025Q4: 7,986 shares 7,986 $210K 0.01% -4,891 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,024 shares; 2024Q4: 17,529 shares; 2025Q1: 17,218 shares; 2025Q2: not reported; 2025Q3: 18,030 shares; 2025Q4: 813 shares 813 $209K 0.01% -17,217 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,369 shares 6,369 $208K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,728 shares; 2025Q4: 2,461 shares 2,461 $207K 0.01% -267 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,806 shares; 2024Q4: 15,964 shares; 2025Q1: 7,362 shares; 2025Q2: 3,770 shares; 2025Q3: 3,424 shares; 2025Q4: 2,844 shares 2,844 $207K 0.01% -580 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,663 shares 5,663 $207K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 22,585 shares; 2025Q1: 21,301 shares; 2025Q2: 1,585 shares; 2025Q3: 1,688 shares; 2025Q4: 1,504 shares 1,504 $206K 0.01% -184 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 1,077 shares 1,077 $206K 0.01% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,596 shares; 2025Q4: 1,554 shares 1,554 $206K 0.01% -42 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,914 shares; 2025Q1: 2,765 shares; 2025Q2: 893 shares; 2025Q3: 2,727 shares; 2025Q4: 691 shares 691 $205K 0.01% -2,036 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,049 shares; 2024Q4: 67,264 shares; 2025Q1: 66,154 shares; 2025Q2: 64,629 shares; 2025Q3: 77,572 shares; 2025Q4: 2,291 shares 2,291 $204K 0.01% -75,281 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 8,653 shares; 2025Q1: 7,800 shares; 2025Q2: 6,544 shares; 2025Q3: not reported; 2025Q4: 5,655 shares 5,655 $204K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,108 shares 2,108 $202K 0.01% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,401 shares; 2024Q4: 9,245 shares; 2025Q1: 9,245 shares; 2025Q2: 10,448 shares; 2025Q3: not reported; 2025Q4: 5,849 shares 5,849 $202K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119 shares 119 $201K 0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,361 shares 10,361 $201K 0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 2,222 shares; 2025Q1: 1,990 shares; 2025Q2: 5,426 shares; 2025Q3: 1,779 shares; 2025Q4: 1,648 shares 1,648 $200K 0.01% -131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,294 shares; 2024Q4: 13,972 shares; 2025Q1: 14,638 shares; 2025Q2: 13,663 shares; 2025Q3: 21,572 shares; 2025Q4: 14,619 shares 14,619 $193K 0.01% -6,953 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 11,492 shares; 2025Q1: 12,642 shares; 2025Q2: 13,223 shares; 2025Q3: 13,561 shares; 2025Q4: 12,965 shares 12,965 $186K 0.01% -596 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,345 shares; 2025Q3: 14,662 shares; 2025Q4: 14,851 shares 14,851 $185K 0.01% +189 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,600 shares; 2025Q4: 21,700 shares 21,700 $184K 0.01% +9,100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,031 shares; 2025Q4: 10,442 shares 10,442 $183K 0.01% -589 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,033 shares 10,033 $179K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,300 shares; 2024Q4: 13,100 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,600 shares 12,600 $167K 0.01% -300 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,768 shares; 2024Q4: 54,434 shares; 2025Q1: 52,867 shares; 2025Q2: 49,628 shares; 2025Q3: 49,628 shares; 2025Q4: 13,391 shares 13,391 $166K 0.01% -36,237 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,025 shares; 2025Q1: 18,608 shares; 2025Q2: 18,484 shares; 2025Q3: 20,052 shares; 2025Q4: 22,502 shares 22,502 $165K 0.01% +2,450 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,729 shares; 2024Q4: 24,929 shares; 2025Q1: 28,429 shares; 2025Q2: 28,429 shares; 2025Q3: 27,429 shares; 2025Q4: 27,429 shares 27,429 $165K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,987 shares; 2024Q4: 14,987 shares; 2025Q1: 14,987 shares; 2025Q2: 20,337 shares; 2025Q3: 14,987 shares; 2025Q4: 14,332 shares 14,332 $161K 0.01% -655 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,023 shares; 2024Q4: 11,023 shares; 2025Q1: 11,023 shares; 2025Q2: 11,023 shares; 2025Q3: 11,023 shares; 2025Q4: 11,743 shares 11,743 $149K 0.01% +720 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 14,361 shares; 2025Q1: 15,091 shares; 2025Q2: 13,265 shares; 2025Q3: 12,690 shares; 2025Q4: 12,146 shares 12,146 $144K 0.01% -544 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,808 shares; 2024Q4: 14,808 shares; 2025Q1: 16,331 shares; 2025Q2: 16,331 shares; 2025Q3: 16,951 shares; 2025Q4: 12,298 shares 12,298 $143K 0.01% -4,653 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,332 shares 10,332 $138K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,233 shares; 2025Q4: 12,843 shares 12,843 $138K 0.01% -1,390 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,787 shares; 2024Q4: 16,763 shares; 2025Q1: 17,632 shares; 2025Q2: 17,823 shares; 2025Q3: 17,916 shares; 2025Q4: 18,957 shares 18,957 $136K 0.01% +1,041 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,884 shares 31,884 $130K 0.01% new Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,800 shares; 2025Q2: 28,300 shares; 2025Q3: 33,300 shares; 2025Q4: 12,000 shares 12,000 $128K 0.01% -21,300 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,064 shares; 2024Q4: 25,225 shares; 2025Q1: 29,176 shares; 2025Q2: 13,662 shares; 2025Q3: 19,569 shares; 2025Q4: 24,084 shares 24,084 $128K 0.01% +4,515 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,859 shares; 2024Q4: 20,274 shares; 2025Q1: 20,678 shares; 2025Q2: 18,032 shares; 2025Q3: 19,756 shares; 2025Q4: 20,188 shares 20,188 $125K 0.01% +432 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $119K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,262 shares; 2025Q4: 10,229 shares 10,229 $76.9K <0.01% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,689 shares; 2024Q4: 33,689 shares; 2025Q1: 33,689 shares; 2025Q2: 33,688 shares; 2025Q3: 35,764 shares; 2025Q4: 35,764 shares 35,764 $71.5K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,100 shares; 2024Q4: 17,100 shares; 2025Q1: 35,100 shares; 2025Q2: 35,100 shares; 2025Q3: 35,100 shares; 2025Q4: 19,100 shares 19,100 $66.5K <0.01% -16,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,267 shares; 2024Q4: 15,267 shares; 2025Q1: 15,267 shares; 2025Q2: 15,267 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $62.3K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,611 shares; 2024Q4: 114,600 shares; 2025Q1: 96,116 shares; 2025Q2: 115,550 shares; 2025Q3: 130,430 shares; 2025Q4: 16,003 shares 16,003 $59.5K <0.01% -114,427 Timeline ATOM ATOMERA INC More: the full row for ATOMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,990 shares; 2024Q4: 133,390 shares; 2025Q1: 107,300 shares; 2025Q2: 107,300 shares; 2025Q3: 85,800 shares; 2025Q4: 24,200 shares 24,200 $53.5K <0.01% -61,600 Timeline