FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 19,704 shares; 2025Q1: 9,852 shares; 2025Q2: 9,852 shares; 2025Q3: 14,581 shares 14,581 $357K 0.01% +4,729 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 4,062 shares; 2025Q1: 3,327 shares; 2025Q2: 3,942 shares; 2025Q3: 4,260 shares 4,260 $356K 0.01% +318 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 401 shares; 2025Q1: 1,728 shares; 2025Q2: 1,776 shares; 2025Q3: 1,991 shares 1,991 $356K 0.01% +215 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 3,438 shares; 2025Q1: 4,373 shares; 2025Q2: 4,519 shares; 2025Q3: 4,851 shares 4,851 $355K 0.01% +332 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 6,732 shares; 2025Q1: 7,753 shares; 2025Q2: 6,993 shares; 2025Q3: 8,764 shares 8,764 $355K 0.01% +1,771 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 2,826 shares; 2025Q1: 2,299 shares; 2025Q2: 2,398 shares; 2025Q3: 2,914 shares 2,914 $354K 0.01% +516 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,247 shares; 2025Q1: 7,076 shares; 2025Q2: 8,292 shares; 2025Q3: 8,673 shares 8,673 $353K 0.01% +381 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 13,265 shares; 2025Q1: 9,615 shares; 2025Q2: 9,850 shares; 2025Q3: 11,886 shares 11,886 $353K 0.01% +2,036 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,290 shares; 2025Q1: 11,272 shares; 2025Q2: 9,101 shares; 2025Q3: 6,676 shares 6,676 $352K 0.01% -2,425 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,420 shares; 2024Q4: 91,165 shares; 2025Q1: 29,860 shares; 2025Q2: 19,966 shares; 2025Q3: 9,266 shares 9,266 $352K 0.01% -10,700 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 4,984 shares; 2025Q1: 4,984 shares; 2025Q2: 5,389 shares; 2025Q3: 5,398 shares 5,398 $351K 0.01% +9 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,961 shares; 2025Q1: 3,030 shares; 2025Q2: 3,065 shares; 2025Q3: 2,906 shares 2,906 $349K 0.01% -159 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,351 shares; 2024Q4: 3,323 shares; 2025Q1: 7,127 shares; 2025Q2: 10,911 shares; 2025Q3: 15,077 shares 15,077 $348K 0.01% +4,166 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,020 shares; 2025Q1: 2,084 shares; 2025Q2: 2,172 shares; 2025Q3: 2,475 shares 2,475 $347K 0.01% +303 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,831 shares; 2025Q1: 9,462 shares; 2025Q2: 9,956 shares; 2025Q3: 10,380 shares 10,380 $346K 0.01% +424 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,894 shares; 2025Q1: 1,871 shares; 2025Q2: 2,423 shares; 2025Q3: 2,404 shares 2,404 $346K 0.01% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 1,780 shares; 2025Q3: 4,274 shares 4,274 $345K 0.01% +2,494 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 7,927 shares; 2025Q1: 7,810 shares; 2025Q2: 7,533 shares; 2025Q3: 7,699 shares 7,699 $343K 0.01% +166 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,728 shares; 2025Q1: 4,487 shares; 2025Q2: 4,417 shares; 2025Q3: 4,248 shares 4,248 $343K 0.01% -169 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,483 shares; 2025Q1: 5,250 shares; 2025Q2: 5,310 shares; 2025Q3: 12,516 shares 12,516 $342K 0.01% +7,206 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 46 shares; 2025Q1: 562 shares; 2025Q2: 2,112 shares; 2025Q3: 1,383 shares 1,383 $340K 0.01% -729 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 360 shares; 2025Q1: 368 shares; 2025Q2: 649 shares; 2025Q3: 907 shares 907 $339K 0.01% +258 BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,250 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares 4,180 $339K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 9,678 shares; 2025Q1: 3,467 shares; 2025Q2: 3,582 shares; 2025Q3: 3,598 shares 3,598 $339K 0.01% +16 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,605 shares; 2025Q1: 10,355 shares; 2025Q2: 10,637 shares; 2025Q3: 10,982 shares 10,982 $338K 0.01% +345 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 628 shares; 2025Q1: 587 shares; 2025Q2: 2,444 shares; 2025Q3: 3,215 shares 3,215 $338K 0.01% +771 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 866 shares; 2025Q1: 1,988 shares; 2025Q2: 2,553 shares; 2025Q3: 2,113 shares 2,113 $338K 0.01% -440 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,467 shares; 2025Q1: 7,241 shares; 2025Q2: 7,545 shares; 2025Q3: 7,334 shares 7,334 $336K 0.01% -211 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,147 shares; 2025Q1: 1,059 shares; 2025Q2: 1,002 shares; 2025Q3: 985 shares 985 $336K 0.01% -17 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,656 shares; 2025Q1: 2,814 shares; 2025Q2: 2,477 shares; 2025Q3: 2,640 shares 2,640 $335K 0.01% +163 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,433 shares; 2025Q1: 7,371 shares; 2025Q2: 9,112 shares; 2025Q3: 6,885 shares 6,885 $335K 0.01% -2,227 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 8,882 shares; 2025Q1: 5,671 shares; 2025Q2: 2,834 shares; 2025Q3: 4,135 shares 4,135 $335K 0.01% +1,301 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 448 shares; 2025Q1: 2,612 shares; 2025Q2: 3,529 shares; 2025Q3: 8,001 shares 8,001 $335K 0.01% +4,472 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 1,005 shares; 2025Q1: 1,678 shares; 2025Q2: 1,682 shares; 2025Q3: 1,622 shares 1,622 $333K 0.01% -60 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 9,742 shares; 2025Q1: 10,821 shares; 2025Q2: 14,518 shares; 2025Q3: 13,963 shares 13,963 $333K 0.01% -555 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 7,187 shares; 2025Q1: 10,298 shares; 2025Q2: 10,757 shares; 2025Q3: 8,464 shares 8,464 $333K 0.01% -2,293 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,417 shares; 2025Q1: 3,857 shares; 2025Q2: 3,405 shares; 2025Q3: 3,655 shares 3,655 $332K 0.01% +250 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,293 shares; 2025Q1: 1,331 shares; 2025Q2: 1,509 shares; 2025Q3: 1,520 shares 1,520 $331K 0.01% +11 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 10,750 shares; 2025Q1: 17,995 shares; 2025Q2: 19,628 shares; 2025Q3: 24,448 shares 24,448 $331K 0.01% +4,820 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,436 shares 6,436 $330K 0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,928 shares; 2024Q4: 45,124 shares; 2025Q1: 50,166 shares; 2025Q2: 56,171 shares; 2025Q3: 47,730 shares 47,730 $330K 0.01% -8,441 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,621 shares; 2025Q1: 2,868 shares; 2025Q2: 3,079 shares; 2025Q3: 2,700 shares 2,700 $330K 0.01% -379 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,602 shares; 2024Q4: 10,426 shares; 2025Q1: 10,380 shares; 2025Q2: 9,591 shares; 2025Q3: 9,369 shares 9,369 $330K 0.01% -222 Timeline FLJH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,756 shares; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: 9,164 shares; 2025Q3: 9,142 shares 9,142 $330K 0.01% -22 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,203 shares; 2025Q1: 1,196 shares; 2025Q2: 1,073 shares; 2025Q3: 2,086 shares 2,086 $329K 0.01% +1,013 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: 12,805 shares 12,805 $328K 0.01% +9,515 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,053 shares; 2025Q3: 13,328 shares 13,328 $327K 0.01% -9,725 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,624 shares; 2025Q1: 1,783 shares; 2025Q2: 1,490 shares; 2025Q3: 1,253 shares 1,253 $325K 0.01% -237 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 3,576 shares; 2025Q1: 4,418 shares; 2025Q2: 0 shares; 2025Q3: 1,600 shares 1,600 $325K 0.01% +1,600 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,550 shares; 2025Q3: 8,305 shares 8,305 $324K 0.01% -3,245 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,532 shares; 2025Q1: 2,374 shares; 2025Q2: 4,000 shares; 2025Q3: 3,816 shares 3,816 $324K 0.01% -184 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 7,842 shares; 2025Q1: 4,971 shares; 2025Q2: 5,554 shares; 2025Q3: 5,713 shares 5,713 $323K 0.01% +159 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,521 shares; 2024Q4: 16,260 shares; 2025Q1: 20,108 shares; 2025Q2: 14,153 shares; 2025Q3: 17,271 shares 17,271 $323K 0.01% +3,118 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,529 shares; 2024Q4: 21,819 shares; 2025Q1: 21,819 shares; 2025Q2: 20,669 shares; 2025Q3: 20,119 shares 20,119 $323K 0.01% -550 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 575 shares; 2025Q1: 706 shares; 2025Q2: 1,144 shares; 2025Q3: 1,813 shares 1,813 $323K 0.01% +669 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 224 shares; 2025Q1: 509 shares; 2025Q2: 917 shares; 2025Q3: 1,186 shares 1,186 $323K 0.01% +269 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,916 shares; 2025Q3: 2,755 shares 2,755 $322K 0.01% -161 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 2,165 shares; 2025Q1: 2,669 shares; 2025Q2: 3,436 shares; 2025Q3: 3,496 shares 3,496 $322K 0.01% +60 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 1,477 shares; 2025Q1: 3,228 shares; 2025Q2: 4,128 shares; 2025Q3: 8,342 shares 8,342 $322K 0.01% +4,214 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,031 shares; 2025Q1: 2,773 shares; 2025Q2: 2,371 shares; 2025Q3: 2,019 shares 2,019 $322K 0.01% -352 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 460 shares; 2025Q1: 199 shares; 2025Q2: 553 shares; 2025Q3: 1,168 shares 1,168 $321K 0.01% +615 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 113 shares; 2025Q1: 85 shares; 2025Q2: 26 shares; 2025Q3: 387 shares 387 $321K 0.01% +361 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,622 shares; 2025Q1: 1,619 shares; 2025Q2: 1,783 shares; 2025Q3: 1,841 shares 1,841 $320K 0.01% +58 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 3,154 shares; 2025Q1: 3,326 shares; 2025Q2: 2,626 shares; 2025Q3: 3,201 shares 3,201 $320K 0.01% +575 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares 2,546 $318K 0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,476 shares; 2024Q4: 29,116 shares; 2025Q1: 23,833 shares; 2025Q2: 19,093 shares; 2025Q3: 14,896 shares 14,896 $318K 0.01% -4,197 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,252 shares; 2025Q1: 1,179 shares; 2025Q2: 615 shares; 2025Q3: 904 shares 904 $318K 0.01% +289 Timeline LZB LA Z BOY INC More: the full row for LA Z BOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 10,345 shares; 2025Q1: 9,235 shares; 2025Q2: 9,246 shares; 2025Q3: 9,236 shares 9,236 $317K 0.01% -10 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,231 shares; 2025Q1: 7,638 shares; 2025Q2: 6,071 shares; 2025Q3: 4,138 shares 4,138 $316K 0.01% -1,933 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,156 shares; 2025Q1: 8,645 shares; 2025Q2: 9,417 shares; 2025Q3: 11,281 shares 11,281 $316K 0.01% +1,864 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,949 shares; 2025Q1: 5,879 shares; 2025Q2: 6,788 shares; 2025Q3: 6,461 shares 6,461 $316K 0.01% -327 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 321 shares; 2025Q1: 789 shares; 2025Q2: 1,467 shares; 2025Q3: 2,119 shares 2,119 $316K 0.01% +652 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,164 shares; 2025Q1: 1,262 shares; 2025Q2: 1,284 shares; 2025Q3: 1,131 shares 1,131 $314K 0.01% -153 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,247 shares; 2025Q2: 7,710 shares; 2025Q3: 9,561 shares 9,561 $314K 0.01% +1,851 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 781 shares; 2025Q1: 746 shares; 2025Q2: 1,558 shares; 2025Q3: 1,482 shares 1,482 $313K 0.01% -76 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 965 shares; 2025Q2: 3,309 shares; 2025Q3: 5,444 shares 5,444 $313K 0.01% +2,135 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 630 shares; 2025Q2: 1,275 shares; 2025Q3: 1,474 shares 1,474 $312K 0.01% +199 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 1,824 shares; 2025Q1: 2,120 shares; 2025Q2: 2,580 shares; 2025Q3: 2,575 shares 2,575 $312K 0.01% -5 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,111 shares; 2025Q1: 603 shares; 2025Q2: 1,630 shares; 2025Q3: 1,636 shares 1,636 $311K 0.01% +6 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,873 shares; 2024Q4: 11,437 shares; 2025Q1: 11,914 shares; 2025Q2: 11,521 shares; 2025Q3: 10,408 shares 10,408 $310K 0.01% -1,113 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 9,295 shares; 2025Q1: 9,848 shares; 2025Q2: 9,024 shares; 2025Q3: 9,710 shares 9,710 $310K 0.01% +686 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,635 shares; 2025Q1: 2,639 shares; 2025Q2: 2,642 shares; 2025Q3: 2,644 shares 2,644 $309K 0.01% +2 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 923 shares; 2025Q3: 4,126 shares 4,126 $308K 0.01% +3,203 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 129 shares; 2025Q1: 2,448 shares; 2025Q2: 3,716 shares; 2025Q3: 3,506 shares 3,506 $308K 0.01% -210 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 764 shares; 2025Q1: 1,092 shares; 2025Q2: 5,421 shares; 2025Q3: 6,589 shares 6,589 $308K 0.01% +1,168 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 2,000 shares; 2025Q1: 4,682 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares 2,682 $305K 0.01% 0 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,168 shares; 2024Q4: 10,678 shares; 2025Q1: 9,412 shares; 2025Q2: 6,272 shares; 2025Q3: 4,072 shares 4,072 $304K 0.01% -2,200 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,721 shares; 2025Q1: 4,921 shares; 2025Q2: 6,423 shares; 2025Q3: 6,287 shares 6,287 $304K 0.01% -136 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,730 shares; 2025Q1: 2,137 shares; 2025Q2: 1,952 shares; 2025Q3: 2,371 shares 2,371 $304K 0.01% +419 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,094 shares; 2024Q4: 4,130 shares; 2025Q1: 5,971 shares; 2025Q2: 12,201 shares; 2025Q3: 12,247 shares 12,247 $303K 0.01% +46 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 373 shares; 2025Q1: 370 shares; 2025Q2: 745 shares; 2025Q3: 1,105 shares 1,105 $302K 0.01% +360 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 156 shares; 2025Q1: 229 shares; 2025Q2: 719 shares; 2025Q3: 904 shares 904 $301K 0.01% +185 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 2,102 shares; 2025Q1: 5,761 shares; 2025Q2: 409 shares; 2025Q3: 2,231 shares 2,231 $300K 0.01% +1,822 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,268 shares; 2025Q1: 1,199 shares; 2025Q2: 1,303 shares; 2025Q3: 1,452 shares 1,452 $300K 0.01% +149 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 2,288 shares; 2025Q1: 2,055 shares; 2025Q2: 2,907 shares; 2025Q3: 3,987 shares 3,987 $300K 0.01% +1,080 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 45 shares; 2025Q1: 407 shares; 2025Q2: 1,001 shares; 2025Q3: 771 shares 771 $299K 0.01% -230 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 2,983 shares; 2025Q1: 3,308 shares; 2025Q2: 3,421 shares; 2025Q3: 2,184 shares 2,184 $299K 0.01% -1,237 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 9,911 shares; 2025Q1: 3,811 shares; 2025Q2: 4,037 shares; 2025Q3: 3,931 shares 3,931 $299K 0.01% -106 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,415 shares; 2025Q3: 1,492 shares 1,492 $299K 0.01% +77 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 658 shares; 2025Q1: 749 shares; 2025Q2: 728 shares; 2025Q3: 682 shares 682 $298K 0.01% -46 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,894 shares; 2025Q2: 22,290 shares; 2025Q3: 6,041 shares 6,041 $297K 0.01% -16,249 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,212 shares; 2025Q1: 1,255 shares; 2025Q2: 1,025 shares; 2025Q3: 635 shares 635 $297K 0.01% -390 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,504 shares 14,504 $297K 0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,615 shares; 2025Q1: 2,668 shares; 2025Q2: 2,562 shares; 2025Q3: 2,616 shares 2,616 $297K 0.01% +54 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 452 shares; 2025Q1: 586 shares; 2025Q2: 890 shares; 2025Q3: 1,671 shares 1,671 $296K 0.01% +781 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 0 shares; 2025Q3: 3,243 shares 3,243 $296K 0.01% +3,243 Timeline JULZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,322 shares 6,322 $293K 0.01% new Timeline LISTED FD TR LISTED FD TR More: the full row for LISTED FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,122 shares; 2025Q2: 9,122 shares; 2025Q3: 6,322 shares 6,322 $293K 0.01% -2,800 RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 77,718 shares; 2025Q1: 62,326 shares; 2025Q2: 5,838 shares; 2025Q3: 6,140 shares 6,140 $293K 0.01% +302 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 7,311 shares; 2025Q1: 7,668 shares; 2025Q2: 5,310 shares; 2025Q3: 5,148 shares 5,148 $292K 0.01% -162 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,128 shares; 2025Q1: 5,628 shares; 2025Q2: 5,252 shares; 2025Q3: 6,045 shares 6,045 $292K 0.01% +793 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,376 shares; 2025Q1: 1,155 shares; 2025Q2: 32 shares; 2025Q3: 1,323 shares 1,323 $292K 0.01% +1,291 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 129 shares; 2025Q3: 162 shares 162 $290K 0.01% +33 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 347 shares; 2025Q1: 406 shares; 2025Q2: 1,044 shares; 2025Q3: 1,035 shares 1,035 $289K 0.01% -9 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 5,258 shares; 2025Q1: 4,189 shares; 2025Q2: 4,439 shares; 2025Q3: 4,388 shares 4,388 $289K 0.01% -51 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 3,976 shares 3,976 $288K 0.01% +3,843 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,161 shares 3,161 $288K 0.01% new Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 7,391 shares; 2025Q1: 7,391 shares; 2025Q2: 7,391 shares; 2025Q3: 7,391 shares 7,391 $287K 0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 3,102 shares; 2025Q1: 3,230 shares; 2025Q2: 3,658 shares; 2025Q3: 3,746 shares 3,746 $287K 0.01% +88 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 300 shares; 2025Q2: 1,188 shares; 2025Q3: 7,633 shares 7,633 $286K 0.01% +6,445 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,491 shares; 2025Q1: 2,585 shares; 2025Q2: 2,798 shares; 2025Q3: 2,906 shares 2,906 $284K 0.01% +108 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 5,053 shares; 2025Q1: 9,324 shares; 2025Q2: 2,024 shares; 2025Q3: 1,986 shares 1,986 $284K 0.01% -38 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 4,949 shares; 2025Q1: 4,799 shares; 2025Q2: 5,732 shares; 2025Q3: 6,303 shares 6,303 $284K 0.01% +571 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,332 shares; 2025Q1: 1,376 shares; 2025Q2: 1,072 shares; 2025Q3: 1,291 shares 1,291 $283K 0.01% +219 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 657 shares; 2025Q1: 923 shares; 2025Q2: 935 shares; 2025Q3: 834 shares 834 $283K 0.01% -101 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,551 shares; 2024Q4: 9,670 shares; 2025Q1: 8,044 shares; 2025Q2: 7,436 shares; 2025Q3: 5,574 shares 5,574 $282K 0.01% -1,862 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 4,817 shares; 2025Q1: 39,280 shares; 2025Q2: 41,705 shares; 2025Q3: 8,726 shares 8,726 $281K 0.01% -32,979 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,311 shares; 2025Q1: 2,259 shares; 2025Q2: 2,741 shares; 2025Q3: 3,302 shares 3,302 $280K 0.01% +561 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,152 shares; 2024Q4: 5,478 shares; 2025Q1: 13,047 shares; 2025Q2: 12,493 shares; 2025Q3: 11,299 shares 11,299 $280K 0.01% -1,194 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 2,137 shares; 2025Q1: 2,882 shares; 2025Q2: 3,582 shares; 2025Q3: 3,555 shares 3,555 $279K 0.01% -27 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 6,493 shares; 2025Q2: 8,034 shares; 2025Q3: 8,224 shares 8,224 $278K 0.01% +190 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,770 shares; 2024Q4: 16,441 shares; 2025Q1: 17,226 shares; 2025Q2: 14,377 shares; 2025Q3: 14,257 shares 14,257 $277K 0.01% -120 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,290 shares; 2024Q4: 6,290 shares; 2025Q1: 6,290 shares; 2025Q2: 6,290 shares; 2025Q3: 6,290 shares 6,290 $277K 0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 806 shares; 2025Q1: 787 shares; 2025Q2: 1,178 shares; 2025Q3: 1,170 shares 1,170 $276K 0.01% -8 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 28 shares; 2025Q1: 36 shares; 2025Q2: 664 shares; 2025Q3: 1,440 shares 1,440 $276K 0.01% +776 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 11,133 shares; 2025Q1: 11,307 shares; 2025Q2: 10,542 shares; 2025Q3: 11,051 shares 11,051 $276K 0.01% +509 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,164 shares; 2025Q3: 2,168 shares 2,168 $275K 0.01% +1,004 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,640 shares; 2025Q1: 5,451 shares; 2025Q2: 7,551 shares; 2025Q3: 5,270 shares 5,270 $274K 0.01% -2,281 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,961 shares; 2025Q1: 4,595 shares; 2025Q2: 3,804 shares; 2025Q3: 3,578 shares 3,578 $274K 0.01% -226 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 201 shares; 2025Q2: 1,552 shares; 2025Q3: 6,515 shares 6,515 $273K 0.01% +4,963 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 823 shares; 2025Q1: 497 shares; 2025Q2: 510 shares; 2025Q3: 522 shares 522 $273K 0.01% +12 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,121 shares; 2025Q1: 8,102 shares; 2025Q2: 9,299 shares; 2025Q3: 9,750 shares 9,750 $273K 0.01% +451 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,471 shares; 2024Q4: 49,471 shares; 2025Q1: 41,819 shares; 2025Q2: 37,101 shares; 2025Q3: 8,365 shares 8,365 $273K 0.01% -28,736 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 508 shares; 2025Q1: 536 shares; 2025Q2: 3,049 shares; 2025Q3: 3,072 shares 3,072 $272K 0.01% +23 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,786 shares; 2025Q1: 7,465 shares; 2025Q2: 10,402 shares; 2025Q3: 10,252 shares 10,252 $271K 0.01% -150 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 9,854 shares; 2025Q1: 10,998 shares; 2025Q2: 11,607 shares; 2025Q3: 11,746 shares 11,746 $271K 0.01% +139 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 2,762 shares; 2025Q1: 2,930 shares; 2025Q2: 5,228 shares; 2025Q3: 5,513 shares 5,513 $271K 0.01% +285 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,974 shares 5,974 $270K 0.01% new Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,497 shares; 2025Q1: 6,497 shares; 2025Q2: 10,763 shares; 2025Q3: 6,497 shares 6,497 $270K 0.01% -4,266 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,375 shares; 2025Q1: 5,923 shares; 2025Q2: 5,783 shares; 2025Q3: 5,690 shares 5,690 $269K 0.01% -93 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 2,996 shares; 2025Q1: 3,024 shares; 2025Q2: 3,285 shares; 2025Q3: 3,303 shares 3,303 $269K 0.01% +18 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 788 shares; 2025Q1: 5,117 shares; 2025Q2: 6,158 shares; 2025Q3: 3,784 shares 3,784 $269K 0.01% -2,374 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,086 shares; 2025Q3: 4,008 shares 4,008 $269K 0.01% -78 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares 9,250 $268K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,206 shares; 2025Q1: 1,745 shares; 2025Q2: 4,910 shares; 2025Q3: 3,884 shares 3,884 $267K 0.01% -1,026 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 3,133 shares; 2025Q1: 4,182 shares; 2025Q2: 2,582 shares; 2025Q3: 5,672 shares 5,672 $266K 0.01% +3,090 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 2,661 shares; 2025Q1: 2,316 shares; 2025Q2: 2,258 shares; 2025Q3: 1,538 shares 1,538 $265K 0.01% -720 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 9,416 shares; 2025Q3: 10,216 shares 10,216 $265K 0.01% +800 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 7,297 shares; 2025Q1: 7,549 shares; 2025Q2: 7,528 shares; 2025Q3: 6,367 shares 6,367 $265K 0.01% -1,161 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 62 shares; 2025Q1: 707 shares; 2025Q2: 994 shares; 2025Q3: 1,046 shares 1,046 $264K 0.01% +52 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 934 shares; 2025Q1: 925 shares; 2025Q2: 1,496 shares; 2025Q3: 1,407 shares 1,407 $264K 0.01% -89 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,019 shares; 2024Q4: 7,599 shares; 2025Q1: 12,163 shares; 2025Q2: 12,400 shares; 2025Q3: 9,112 shares 9,112 $263K 0.01% -3,288 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,968 shares; 2024Q4: 84,868 shares; 2025Q1: 109,818 shares; 2025Q2: 118,102 shares; 2025Q3: 117,800 shares 117,800 $263K 0.01% -302 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 5,858 shares; 2025Q1: 6,413 shares; 2025Q2: 6,474 shares; 2025Q3: 5,474 shares 5,474 $262K 0.01% -1,000 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,225 shares; 2025Q1: 1,100 shares; 2025Q2: 1,216 shares; 2025Q3: 1,532 shares 1,532 $262K 0.01% +316 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,888 shares; 2025Q2: 12,888 shares; 2025Q3: 12,846 shares 12,846 $262K 0.01% -42 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 497 shares; 2025Q1: 501 shares; 2025Q2: 734 shares; 2025Q3: 758 shares 758 $262K 0.01% +24 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 259 shares; 2025Q1: 189 shares; 2025Q2: 269 shares; 2025Q3: 806 shares 806 $259K 0.01% +537 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 513 shares; 2025Q1: 909 shares; 2025Q2: 2,821 shares; 2025Q3: 5,859 shares 5,859 $259K 0.01% +3,038 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 8,427 shares; 2025Q1: 8,427 shares; 2025Q2: 7,566 shares; 2025Q3: 8,336 shares 8,336 $259K 0.01% +770 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,486 shares; 2025Q3: 1,307 shares 1,307 $258K 0.01% -179 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,999 shares; 2025Q1: 3,935 shares; 2025Q2: 4,678 shares; 2025Q3: 5,493 shares 5,493 $258K 0.01% +815 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,469 shares; 2025Q1: 2,378 shares; 2025Q2: 1,903 shares; 2025Q3: 1,050 shares 1,050 $258K 0.01% -853 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 16 shares; 2025Q1: 530 shares; 2025Q2: 400 shares; 2025Q3: 390 shares 390 $258K 0.01% -10 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,164 shares; 2025Q3: 8,702 shares 8,702 $257K 0.01% +1,538 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 59 shares; 2025Q1: 60 shares; 2025Q2: 194 shares; 2025Q3: 499 shares 499 $257K 0.01% +305 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,576 shares; 2025Q1: 4,400 shares; 2025Q2: 5,369 shares; 2025Q3: 5,376 shares 5,376 $256K 0.01% +7 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 10,813 shares; 2025Q1: 2,704 shares; 2025Q2: 2,496 shares; 2025Q3: 1,990 shares 1,990 $255K 0.01% -506 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 812 shares; 2025Q1: 1,796 shares; 2025Q2: 1,055 shares; 2025Q3: 1,104 shares 1,104 $254K 0.01% +49 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 393 shares; 2025Q1: 4,708 shares; 2025Q2: 6,422 shares; 2025Q3: 6,432 shares 6,432 $254K 0.01% +10 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,279 shares; 2025Q1: 7,363 shares; 2025Q2: 7,400 shares; 2025Q3: 7,563 shares 7,563 $254K 0.01% +163 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 382 shares; 2025Q1: 335 shares; 2025Q2: 681 shares; 2025Q3: 964 shares 964 $253K 0.01% +283 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 3,306 shares; 2025Q1: 3,527 shares; 2025Q2: 2,427 shares; 2025Q3: 6,030 shares 6,030 $253K 0.01% +3,603 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 27,003 shares; 2025Q1: 15,612 shares; 2025Q2: 26,529 shares; 2025Q3: 9,708 shares 9,708 $253K 0.01% -16,821 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,154 shares; 2025Q3: 4,035 shares 4,035 $253K 0.01% -119 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,797 shares; 2025Q1: 556 shares; 2025Q2: 718 shares; 2025Q3: 844 shares 844 $251K 0.01% +126 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 149 shares; 2025Q1: 9,349 shares; 2025Q2: 10,883 shares; 2025Q3: 5,645 shares 5,645 $251K 0.01% -5,238 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 2,093 shares; 2025Q1: 1,628 shares; 2025Q2: 2,514 shares; 2025Q3: 1,504 shares 1,504 $250K 0.01% -1,010 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 3,176 shares 3,176 $250K 0.01% +2,036 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,056 shares; 2024Q4: 8,792 shares; 2025Q1: 8,546 shares; 2025Q2: 6,586 shares; 2025Q3: 4,933 shares 4,933 $246K 0.01% -1,653 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,179 shares; 2025Q1: 659 shares; 2025Q2: 704 shares; 2025Q3: 756 shares 756 $244K 0.01% +52 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 3,545 shares; 2025Q1: 4,590 shares; 2025Q2: 4,315 shares; 2025Q3: 9,215 shares 9,215 $244K 0.01% +4,900 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 3,809 shares; 2025Q1: 3,809 shares; 2025Q2: 3,647 shares; 2025Q3: 3,645 shares 3,645 $243K 0.01% -2 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 1,754 shares; 2025Q1: 2,772 shares; 2025Q2: 2,338 shares; 2025Q3: 2,425 shares 2,425 $243K 0.01% +87 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 598 shares; 2025Q1: 602 shares; 2025Q2: 1,388 shares; 2025Q3: 1,692 shares 1,692 $242K 0.01% +304 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,790 shares; 2025Q1: 6,790 shares; 2025Q2: 6,790 shares; 2025Q3: 6,939 shares 6,939 $242K 0.01% +149 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,815 shares; 2025Q1: 1,835 shares; 2025Q2: 2,746 shares; 2025Q3: 1,583 shares 1,583 $241K 0.01% -1,163 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 8,383 shares; 2025Q1: 8,383 shares; 2025Q2: 8,383 shares; 2025Q3: 8,383 shares 8,383 $241K 0.01% 0 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,659 shares; 2025Q3: 9,397 shares 9,397 $241K 0.01% +1,738 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,612 shares; 2025Q1: 5,727 shares; 2025Q2: 6,000 shares; 2025Q3: 5,926 shares 5,926 $240K 0.01% -74 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 903 shares; 2025Q1: 866 shares; 2025Q2: 592 shares; 2025Q3: 375 shares 375 $240K 0.01% -217 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 4,959 shares; 2025Q1: 7,959 shares; 2025Q2: 9,550 shares; 2025Q3: 13,599 shares 13,599 $239K 0.01% +4,049 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,651 shares; 2024Q4: 8,691 shares; 2025Q1: 8,740 shares; 2025Q2: 8,816 shares; 2025Q3: 8,775 shares 8,775 $239K 0.01% -41 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 2,082 shares; 2025Q1: 2,198 shares; 2025Q2: 2,216 shares; 2025Q3: 2,277 shares 2,277 $239K 0.01% +61 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,418 shares; 2024Q4: 10,418 shares; 2025Q1: 10,418 shares; 2025Q2: 10,418 shares; 2025Q3: 10,418 shares 10,418 $239K 0.01% 0 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,077 shares; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,911 shares; 2025Q3: 6,911 shares 6,911 $237K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 3,006 shares; 2025Q1: 3,041 shares; 2025Q2: 2,763 shares; 2025Q3: 3,349 shares 3,349 $236K 0.01% +586 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 440 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 762 shares 762 $235K 0.01% +309 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 11,350 shares 11,350 $234K 0.01% +6,350 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 12,992 shares; 2025Q1: 8,594 shares; 2025Q2: 6,988 shares; 2025Q3: 1,251 shares 1,251 $234K 0.01% -5,737 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,273 shares; 2025Q1: 3,618 shares; 2025Q2: 2,864 shares; 2025Q3: 3,498 shares 3,498 $234K 0.01% +634 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,218 shares; 2024Q4: 254,214 shares; 2025Q1: 28,873 shares; 2025Q2: 19,737 shares; 2025Q3: 4,399 shares 4,399 $233K 0.01% -15,338 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,412 shares; 2025Q1: 4,173 shares; 2025Q2: 3,375 shares; 2025Q3: 2,611 shares 2,611 $232K 0.01% -764 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 8,691 shares; 2025Q1: 8,946 shares; 2025Q2: 8,946 shares; 2025Q3: 8,946 shares 8,946 $232K 0.01% 0 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,973 shares; 2025Q1: 2,423 shares; 2025Q2: 2,946 shares; 2025Q3: 2,734 shares 2,734 $231K 0.01% -212 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 105 shares; 2025Q1: 76 shares; 2025Q2: 2,829 shares; 2025Q3: 3,498 shares 3,498 $229K 0.01% +669 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,516 shares; 2024Q4: 1,674 shares; 2025Q1: 1,565 shares; 2025Q2: 716 shares; 2025Q3: 1,685 shares 1,685 $228K 0.01% +969 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 917 shares; 2025Q1: 1,395 shares; 2025Q2: 1,035 shares; 2025Q3: 905 shares 905 $228K 0.01% -130 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,914 shares; 2025Q3: 6,926 shares 6,926 $227K 0.01% +12 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,200 shares; 2025Q2: 9,752 shares; 2025Q3: 7,252 shares 7,252 $227K 0.01% -2,500 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 742 shares; 2025Q2: 542 shares; 2025Q3: 2,237 shares 2,237 $226K 0.01% +1,695 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,980 shares; 2025Q1: 25,120 shares; 2025Q2: 25,120 shares; 2025Q3: 4,610 shares 4,610 $225K 0.01% -20,510 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 5,858 shares; 2025Q1: 5,858 shares; 2025Q2: 5,858 shares; 2025Q3: 5,858 shares 5,858 $225K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 4,413 shares; 2025Q1: 2,799 shares; 2025Q2: 3,527 shares; 2025Q3: 2,200 shares 2,200 $224K 0.01% -1,327 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,822 shares; 2024Q4: 26,739 shares; 2025Q1: 25,804 shares; 2025Q2: 3,481 shares; 2025Q3: 3,157 shares 3,157 $224K 0.01% -324 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 5,842 shares; 2025Q1: 6,312 shares; 2025Q2: 6,110 shares; 2025Q3: 6,306 shares 6,306 $224K 0.01% +196 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 241 shares; 2025Q1: 232 shares; 2025Q2: 200 shares; 2025Q3: 491 shares 491 $224K 0.01% +291 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,099 shares; 2025Q1: 12,099 shares; 2025Q2: 12,099 shares; 2025Q3: 12,099 shares 12,099 $223K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,631 shares; 2024Q4: 2,775 shares; 2025Q1: 1,736 shares; 2025Q2: 1,484 shares; 2025Q3: 1,674 shares 1,674 $223K 0.01% +190 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,402 shares; 2024Q4: 4,963 shares; 2025Q1: 3,237 shares; 2025Q2: 1,612 shares; 2025Q3: 1,366 shares 1,366 $221K 0.01% -246 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,227 shares; 2025Q3: 2,174 shares 2,174 $221K 0.01% -53 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,348 shares; 2024Q4: 5,218 shares; 2025Q1: 6,479 shares; 2025Q2: 18,504 shares; 2025Q3: 22,544 shares 22,544 $221K 0.01% +4,040 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 1,686 shares; 2025Q1: 11,519 shares; 2025Q2: 10,243 shares; 2025Q3: 10,043 shares 10,043 $221K 0.01% -200 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,695 shares; 2025Q1: 5,115 shares; 2025Q2: 6,121 shares; 2025Q3: 8,468 shares 8,468 $221K 0.01% +2,347 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 439 shares; 2025Q1: 1,044 shares; 2025Q2: 967 shares; 2025Q3: 844 shares 844 $220K 0.01% -123 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,306 shares; 2024Q4: 32,123 shares; 2025Q1: 29,123 shares; 2025Q2: 17,805 shares; 2025Q3: 11,809 shares 11,809 $220K 0.01% -5,996 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 138 shares; 2025Q1: 587 shares; 2025Q2: 736 shares; 2025Q3: 702 shares 702 $220K 0.01% -34 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 4,037 shares; 2025Q1: 1,709 shares; 2025Q2: 2,155 shares; 2025Q3: 3,092 shares 3,092 $220K 0.01% +937 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,004 shares; 2025Q1: 6,004 shares; 2025Q2: 10,877 shares; 2025Q3: 6,004 shares 6,004 $220K 0.01% -4,873 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 4,042 shares; 2025Q1: 6,997 shares; 2025Q2: 7,983 shares; 2025Q3: 10,117 shares 10,117 $220K 0.01% +2,134 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 975 shares; 2025Q1: 935 shares; 2025Q2: 818 shares; 2025Q3: 966 shares 966 $219K 0.01% +148 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 2,481 shares; 2025Q2: 941 shares; 2025Q3: 4,941 shares 4,941 $218K 0.01% +4,000 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 6,560 shares; 2025Q1: 6,560 shares; 2025Q2: 6,560 shares; 2025Q3: 6,560 shares 6,560 $218K 0.01% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,298 shares; 2025Q2: 2,036 shares; 2025Q3: 2,347 shares 2,347 $217K 0.01% +311 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 4,744 shares; 2025Q1: 4,744 shares; 2025Q2: 5,077 shares; 2025Q3: 5,681 shares 5,681 $216K 0.01% +604 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,583 shares; 2025Q1: 1,603 shares; 2025Q2: 1,134 shares; 2025Q3: 1,052 shares 1,052 $216K 0.01% -82 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,394 shares; 2024Q4: 7,394 shares; 2025Q1: 7,259 shares; 2025Q2: 5,813 shares; 2025Q3: 5,771 shares 5,771 $215K 0.01% -42 Timeline OBIO ORCHESTRA BIOMED HLDGS INC More: the full row for ORCHESTRA BIOMED HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,189 shares; 2024Q4: 78,440 shares; 2025Q1: 161,921 shares; 2025Q2: 85,358 shares; 2025Q3: 86,698 shares 86,698 $215K 0.01% +1,340 Timeline RRBI RED RIVER BANCSHARES INC More: the full row for RED RIVER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,309 shares; 2025Q3: 3,317 shares 3,317 $215K 0.01% +8 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,015 shares; 2025Q1: 1,021 shares; 2025Q2: 506 shares; 2025Q3: 550 shares 550 $215K 0.01% +44 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,937 shares; 2024Q4: 5,034 shares; 2025Q1: 4,744 shares; 2025Q2: 2,805 shares; 2025Q3: 5,329 shares 5,329 $215K 0.01% +2,524 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 452 shares; 2025Q1: 2,722 shares; 2025Q2: 3,072 shares; 2025Q3: 5,167 shares 5,167 $215K 0.01% +2,095 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,255 shares; 2024Q4: 6,905 shares; 2025Q1: 4,346 shares; 2025Q2: 6,123 shares; 2025Q3: 6,275 shares 6,275 $215K 0.01% +152 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 12,437 shares 12,437 $214K 0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,151 shares; 2025Q1: 1,109 shares; 2025Q2: 1,099 shares; 2025Q3: 742 shares 742 $214K 0.01% -357 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 2,316 shares; 2025Q1: 3,934 shares; 2025Q2: 6,252 shares; 2025Q3: 6,281 shares 6,281 $213K 0.01% +29 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,963 shares; 2025Q1: 2,917 shares; 2025Q2: 2,096 shares; 2025Q3: 2,887 shares 2,887 $212K 0.01% +791 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 12,197 shares; 2025Q1: 15,278 shares; 2025Q2: 16,545 shares; 2025Q3: 13,042 shares 13,042 $212K 0.01% -3,503 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,068 shares; 2025Q2: 3,511 shares; 2025Q3: 3,200 shares 3,200 $211K 0.01% -311 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 346 shares; 2025Q1: 355 shares; 2025Q2: 700 shares; 2025Q3: 1,980 shares 1,980 $211K 0.01% +1,280 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 24 shares; 2025Q1: 14 shares; 2025Q2: 90 shares; 2025Q3: 171 shares 171 $210K 0.01% +81 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 7,454 shares; 2025Q1: 6,666 shares; 2025Q2: 4,722 shares; 2025Q3: 4,978 shares 4,978 $210K 0.01% +256 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,483 shares; 2025Q1: 3,483 shares; 2025Q2: 4,025 shares; 2025Q3: 3,688 shares 3,688 $209K 0.01% -337 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 552 shares; 2025Q1: 3,118 shares; 2025Q2: 3,149 shares; 2025Q3: 4,130 shares 4,130 $209K 0.01% +981 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 2,542 shares; 2025Q1: 3,524 shares; 2025Q2: 3,749 shares; 2025Q3: 3,668 shares 3,668 $209K 0.01% -81 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,582 shares; 2024Q4: 8,582 shares; 2025Q1: 8,582 shares; 2025Q2: 15,280 shares; 2025Q3: 8,623 shares 8,623 $208K 0.01% -6,657 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 7,989 shares; 2025Q1: 9,559 shares; 2025Q2: 10,487 shares; 2025Q3: 3,914 shares 3,914 $208K 0.01% -6,573 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 3,547 shares; 2025Q1: 4,091 shares; 2025Q2: 2,825 shares; 2025Q3: 4,613 shares 4,613 $208K 0.01% +1,788 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 1,260 shares; 2025Q2: 1,052 shares; 2025Q3: 1,393 shares 1,393 $207K 0.01% +341 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 2,944 shares; 2025Q2: 4,007 shares; 2025Q3: 3,911 shares 3,911 $207K 0.01% -96 Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,870 shares; 2024Q4: 41,870 shares; 2025Q1: 40,870 shares; 2025Q2: 41,860 shares; 2025Q3: 31,860 shares 31,860 $207K 0.01% -10,000 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,320 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 2,010 shares 2,010 $207K 0.01% +663 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 3,338 shares; 2025Q1: 3,338 shares; 2025Q2: 3,832 shares; 2025Q3: 3,994 shares 3,994 $206K 0.01% +162 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,388 shares; 2024Q4: 5,301 shares; 2025Q1: 5,364 shares; 2025Q2: 6,646 shares; 2025Q3: 6,710 shares 6,710 $206K 0.01% +64 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 337 shares; 2025Q1: 496 shares; 2025Q2: 520 shares; 2025Q3: 388 shares 388 $205K 0.01% -132 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,883 shares; 2025Q1: 3,889 shares; 2025Q2: 3,706 shares; 2025Q3: 3,707 shares 3,707 $205K 0.01% +1 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,128 shares; 2025Q1: 7,128 shares; 2025Q2: 7,128 shares; 2025Q3: 7,128 shares 7,128 $204K 0.01% 0 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 19,320 shares; 2025Q1: 19,320 shares; 2025Q2: not reported; 2025Q3: 8,000 shares 8,000 $204K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,269 shares; 2025Q1: 1,197 shares; 2025Q2: 1,642 shares; 2025Q3: 1,468 shares 1,468 $204K 0.01% -174 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 4,902 shares; 2025Q3: 5,062 shares 5,062 $204K 0.01% +160 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 4,317 shares; 2025Q1: 3,182 shares; 2025Q2: 3,909 shares; 2025Q3: 2,031 shares 2,031 $204K 0.01% -1,878 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 551 shares; 2025Q1: 447 shares; 2025Q2: 31,962 shares; 2025Q3: 3,308 shares 3,308 $203K 0.01% -28,654 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,692 shares; 2025Q1: 2,653 shares; 2025Q2: 2,262 shares; 2025Q3: 2,009 shares 2,009 $203K 0.01% -253 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 18,618 shares; 2025Q1: 21,565 shares; 2025Q2: 15,666 shares; 2025Q3: 8,221 shares 8,221 $202K 0.01% -7,445 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 407 shares; 2025Q1: 342 shares; 2025Q2: 828 shares; 2025Q3: 1,044 shares 1,044 $202K 0.01% +216 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,726 shares; 2024Q4: 6,280 shares; 2025Q1: 5,113 shares; 2025Q2: 8,071 shares; 2025Q3: 8,315 shares 8,315 $202K 0.01% +244 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 637 shares; 2025Q1: 644 shares; 2025Q2: 105 shares; 2025Q3: 2,439 shares 2,439 $202K 0.01% +2,334 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 26 shares; 2025Q1: 1,920 shares; 2025Q2: 3,835 shares; 2025Q3: 4,426 shares 4,426 $201K 0.01% +591 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 273 shares; 2025Q1: 266 shares; 2025Q2: 226 shares; 2025Q3: 134 shares 134 $201K 0.01% -92 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,526 shares; 2025Q1: 1,380 shares; 2025Q2: 1,002 shares; 2025Q3: 1,489 shares 1,489 $200K 0.01% +487 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 575 shares; 2025Q2: 1,307 shares; 2025Q3: 2,074 shares 2,074 $199K 0.01% +767 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,754 shares; 2025Q1: 2,721 shares; 2025Q2: 2,879 shares; 2025Q3: 4,508 shares 4,508 $198K 0.01% +1,629 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,898 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares 2,348 $198K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,336 shares; 2025Q1: 3,068 shares; 2025Q2: 1,971 shares; 2025Q3: 982 shares 982 $198K 0.01% -989 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 680 shares; 2025Q1: 686 shares; 2025Q2: 561 shares; 2025Q3: 408 shares 408 $198K 0.01% -153 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 994 shares; 2025Q3: 2,209 shares 2,209 $198K 0.01% +1,215 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 527 shares; 2025Q1: 564 shares; 2025Q2: 2,812 shares; 2025Q3: 6,972 shares 6,972 $198K 0.01% +4,160 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 6,853 shares; 2025Q1: 6,762 shares; 2025Q2: 4,887 shares; 2025Q3: 2,133 shares 2,133 $197K 0.01% -2,754 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 4,965 shares; 2025Q1: 3,229 shares; 2025Q2: 3,287 shares; 2025Q3: 3,277 shares 3,277 $197K 0.01% -10 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 9,713 shares; 2025Q1: 9,163 shares; 2025Q2: 10,031 shares; 2025Q3: 8,673 shares 8,673 $195K 0.01% -1,358 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: 6,599 shares; 2025Q3: 6,814 shares 6,814 $195K 0.01% +215 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 748 shares; 2025Q1: 750 shares; 2025Q2: 1,916 shares; 2025Q3: 3,191 shares 3,191 $195K 0.01% +1,275 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 152 shares; 2025Q1: 158 shares; 2025Q2: 420 shares; 2025Q3: 680 shares 680 $195K 0.01% +260 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,651 shares; 2025Q1: 3,122 shares; 2025Q2: 3,124 shares; 2025Q3: 3,124 shares 3,124 $194K 0.01% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 1,103 shares; 2025Q2: 8,771 shares; 2025Q3: 8,786 shares 8,786 $194K 0.01% +15 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,430 shares; 2025Q1: 5,398 shares; 2025Q2: 5,418 shares; 2025Q3: 4,829 shares 4,829 $194K 0.01% -589 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 3,649 shares; 2025Q1: 1,728 shares; 2025Q2: 1,624 shares; 2025Q3: 3,949 shares 3,949 $194K 0.01% +2,325 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,864 shares; 2024Q4: 11,446 shares; 2025Q1: 10,646 shares; 2025Q2: 9,554 shares; 2025Q3: 6,803 shares 6,803 $193K 0.01% -2,751 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 2,153 shares; 2025Q1: 2,025 shares; 2025Q2: 2,736 shares; 2025Q3: 1,727 shares 1,727 $193K 0.01% -1,009 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,421 shares; 2025Q1: 1,420 shares; 2025Q2: 1,429 shares; 2025Q3: 1,445 shares 1,445 $191K <0.01% +16 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,535 shares; 2025Q1: 2,591 shares; 2025Q2: 2,492 shares; 2025Q3: 2,624 shares 2,624 $191K <0.01% +132 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,461 shares; 2024Q4: 12,334 shares; 2025Q1: 10,879 shares; 2025Q2: 46,423 shares; 2025Q3: 6,524 shares 6,524 $191K <0.01% -39,899 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,223 shares; 2025Q1: 4,171 shares; 2025Q2: 4,134 shares; 2025Q3: 6,993 shares 6,993 $190K <0.01% +2,859 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,478 shares; 2024Q4: 20,753 shares; 2025Q1: 20,897 shares; 2025Q2: 20,941 shares; 2025Q3: 21,166 shares 21,166 $190K <0.01% +225 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,752 shares; 2024Q4: 11,390 shares; 2025Q1: 12,930 shares; 2025Q2: 9,531 shares; 2025Q3: 7,931 shares 7,931 $189K <0.01% -1,600 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,484 shares; 2024Q4: 17,315 shares; 2025Q1: 17,315 shares; 2025Q2: 20,749 shares; 2025Q3: 7,207 shares 7,207 $189K <0.01% -13,542 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 2,942 shares; 2025Q1: 1,471 shares; 2025Q2: 1,501 shares; 2025Q3: 968 shares 968 $189K <0.01% -533 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 2,867 shares; 2025Q1: 3,022 shares; 2025Q2: 3,710 shares; 2025Q3: 3,570 shares 3,570 $187K <0.01% -140 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,804 shares; 2025Q1: 2,367 shares; 2025Q2: 5,293 shares; 2025Q3: 5,467 shares 5,467 $187K <0.01% +174 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,989 shares; 2025Q2: 7,574 shares; 2025Q3: 6,692 shares 6,692 $187K <0.01% -882 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,768 shares; 2025Q1: 4,699 shares; 2025Q2: 4,699 shares; 2025Q3: 4,699 shares 4,699 $187K <0.01% 0 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 2,500 shares; 2025Q3: 3,500 shares 3,500 $186K <0.01% +1,000 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 2,147 shares; 2025Q1: 2,413 shares; 2025Q2: 2,675 shares; 2025Q3: 2,568 shares 2,568 $186K <0.01% -107 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,774 shares; 2025Q1: 3,774 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares 3,705 $186K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,800 shares; 2025Q1: 2,017 shares; 2025Q2: 21,821 shares; 2025Q3: 1,538 shares 1,538 $185K <0.01% -20,283 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 1,329 shares; 2025Q1: 1,127 shares; 2025Q2: 680 shares; 2025Q3: 2,935 shares 2,935 $184K <0.01% +2,255 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,882 shares; 2025Q1: 1,249 shares; 2025Q2: 1,274 shares; 2025Q3: 1,296 shares 1,296 $184K <0.01% +22 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: 3,401 shares 3,401 $184K <0.01% new Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 400 shares; 2025Q2: 813 shares; 2025Q3: 5,151 shares 5,151 $183K <0.01% +4,338 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 459 shares; 2025Q1: 870 shares; 2025Q2: 724 shares; 2025Q3: 796 shares 796 $183K <0.01% +72 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 7,133 shares; 2025Q1: 7,385 shares; 2025Q2: 2,965 shares; 2025Q3: 2,042 shares 2,042 $183K <0.01% -923 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,938 shares; 2025Q1: 3,286 shares; 2025Q2: 1,390 shares; 2025Q3: 2,001 shares 2,001 $182K <0.01% +611 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,833 shares; 2025Q3: 5,388 shares 5,388 $182K <0.01% +1,555 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,848 shares; 2025Q1: 3,607 shares; 2025Q2: 3,412 shares; 2025Q3: 3,476 shares 3,476 $182K <0.01% +64 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,617 shares; 2024Q4: 10,617 shares; 2025Q1: 10,405 shares; 2025Q2: 9,866 shares; 2025Q3: 9,159 shares 9,159 $182K <0.01% -707 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 350 shares; 2025Q1: 835 shares; 2025Q2: 6,308 shares; 2025Q3: 6,343 shares 6,343 $181K <0.01% +35 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 6,337 shares; 2025Q1: 5,056 shares; 2025Q2: 3,735 shares; 2025Q3: 6,371 shares 6,371 $181K <0.01% +2,636 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,746 shares; 2025Q1: 1,798 shares; 2025Q2: 1,947 shares; 2025Q3: 1,837 shares 1,837 $181K <0.01% -110 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,222 shares; 2025Q1: 1,104 shares; 2025Q2: 1,477 shares; 2025Q3: 2,011 shares 2,011 $180K <0.01% +534 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,721 shares; 2025Q1: 7,576 shares; 2025Q2: 8,770 shares; 2025Q3: 8,894 shares 8,894 $180K <0.01% +124 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 3,313 shares; 2025Q2: 4,050 shares; 2025Q3: 5,024 shares 5,024 $179K <0.01% +974 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 6,925 shares 6,925 $179K <0.01% +5,940 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 4,606 shares; 2025Q2: 6,686 shares; 2025Q3: 6,493 shares 6,493 $179K <0.01% -193 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,706 shares; 2025Q2: 4,621 shares; 2025Q3: 4,621 shares 4,621 $179K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 593 shares; 2025Q1: 549 shares; 2025Q2: 799 shares; 2025Q3: 683 shares 683 $178K <0.01% -116 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 3,974 shares; 2025Q1: 3,812 shares; 2025Q2: 3,577 shares; 2025Q3: 3,592 shares 3,592 $178K <0.01% +15 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 774 shares; 2025Q1: 849 shares; 2025Q2: 848 shares; 2025Q3: 848 shares 848 $178K <0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 739 shares; 2025Q1: 1,129 shares; 2025Q2: 1,080 shares; 2025Q3: 1,137 shares 1,137 $177K <0.01% +57 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,139 shares; 2025Q1: 2,140 shares; 2025Q2: 2,143 shares; 2025Q3: 1,944 shares 1,944 $177K <0.01% -199 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,145 shares; 2024Q4: 1,793 shares; 2025Q1: 893 shares; 2025Q2: 1,042 shares; 2025Q3: 1,769 shares 1,769 $177K <0.01% +727 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 2,867 shares; 2025Q1: 2,746 shares; 2025Q2: 3,008 shares; 2025Q3: 2,968 shares 2,968 $177K <0.01% -40 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 268 shares; 2025Q1: 697 shares; 2025Q2: 504 shares; 2025Q3: 591 shares 591 $176K <0.01% +87 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 418 shares; 2025Q1: 510 shares; 2025Q2: 1,985 shares; 2025Q3: 1,886 shares 1,886 $176K <0.01% -99 Timeline ABND AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,806 shares; 2024Q4: 25,095 shares; 2025Q1: 25,737 shares; 2025Q2: 25,571 shares; 2025Q3: 3,946 shares 3,946 $175K <0.01% -21,625 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 1,403 shares; 2025Q1: 3,230 shares; 2025Q2: 3,257 shares; 2025Q3: 1,643 shares 1,643 $175K <0.01% -1,614 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 3,308 shares; 2025Q2: 3,963 shares; 2025Q3: 4,235 shares 4,235 $174K <0.01% +272 Timeline RNAM AVIDITY BIOSCIENCES INC More: the full row for AVIDITY BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,450 shares; 2025Q1: 3,237 shares; 2025Q2: 3,005 shares; 2025Q3: 3,991 shares 3,991 $174K <0.01% +986 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,580 shares; 2025Q1: 2,750 shares; 2025Q2: 8,213 shares; 2025Q3: 11,495 shares 11,495 $173K <0.01% +3,282 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 642 shares; 2025Q2: 470 shares; 2025Q3: 628 shares 628 $173K <0.01% +158 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares 1,211 $173K <0.01% 0 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 1,011 shares; 2025Q1: 585 shares; 2025Q2: 772 shares; 2025Q3: 4,623 shares 4,623 $173K <0.01% +3,851 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,412 shares; 2025Q3: 3,462 shares 3,462 $173K <0.01% +50 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 2,426 shares; 2025Q2: 2,560 shares; 2025Q3: 2,564 shares 2,564 $173K <0.01% +4 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,914 shares; 2025Q1: 125 shares; 2025Q2: 2,076 shares; 2025Q3: 2,036 shares 2,036 $172K <0.01% -40 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,969 shares; 2024Q4: 10,943 shares; 2025Q1: 9,624 shares; 2025Q2: 9,216 shares; 2025Q3: 9,041 shares 9,041 $171K <0.01% -175 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 356 shares; 2025Q1: 369 shares; 2025Q2: 352 shares; 2025Q3: 371 shares 371 $170K <0.01% +19 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,851 shares; 2025Q1: 2,648 shares; 2025Q2: 1,047 shares; 2025Q3: 1,046 shares 1,046 $170K <0.01% -1 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 5,177 shares; 2025Q1: 5,195 shares; 2025Q2: 5,215 shares; 2025Q3: 5,236 shares 5,236 $170K <0.01% +21 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,713 shares; 2025Q1: 2,899 shares; 2025Q2: 1,603 shares; 2025Q3: 1,556 shares 1,556 $169K <0.01% -47 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 761 shares; 2025Q1: 1,116 shares; 2025Q2: 1,231 shares; 2025Q3: 1,750 shares 1,750 $169K <0.01% +519 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,415 shares; 2025Q1: 2,443 shares; 2025Q2: 4,265 shares; 2025Q3: 4,027 shares 4,027 $169K <0.01% -238 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 794 shares; 2025Q1: 2,697 shares; 2025Q2: 2,550 shares; 2025Q3: 3,497 shares 3,497 $169K <0.01% +947 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 2,174 shares; 2025Q1: 1,174 shares; 2025Q2: 2,124 shares; 2025Q3: 1,292 shares 1,292 $169K <0.01% -832 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 390 shares; 2025Q1: 402 shares; 2025Q2: 316 shares; 2025Q3: 416 shares 416 $168K <0.01% +100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,538 shares; 2025Q1: 1,557 shares; 2025Q2: 1,535 shares; 2025Q3: 2,224 shares 2,224 $168K <0.01% +689 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,808 shares; 2024Q4: 12,683 shares; 2025Q1: 13,008 shares; 2025Q2: 12,958 shares; 2025Q3: 13,432 shares 13,432 $167K <0.01% +474 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 7,058 shares; 2025Q3: 6,257 shares 6,257 $167K <0.01% -801 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 6,620 shares; 2025Q2: 14,814 shares; 2025Q3: 6,770 shares 6,770 $167K <0.01% -8,044 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,754 shares; 2025Q2: 3,459 shares; 2025Q3: 3,070 shares 3,070 $167K <0.01% -389 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 3,278 shares; 2025Q1: 3,288 shares; 2025Q2: 4,062 shares; 2025Q3: 3,740 shares 3,740 $166K <0.01% -322 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 482 shares; 2025Q1: 505 shares; 2025Q2: 739 shares; 2025Q3: 2,572 shares 2,572 $166K <0.01% +1,833 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 560 shares; 2025Q1: 437 shares; 2025Q2: 461 shares; 2025Q3: 6,437 shares 6,437 $166K <0.01% +5,976 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 2,348 shares; 2025Q1: 1,704 shares; 2025Q2: 1,655 shares; 2025Q3: 1,884 shares 1,884 $166K <0.01% +229 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,933 shares; 2025Q1: 4,083 shares; 2025Q2: 3,845 shares; 2025Q3: 4,764 shares 4,764 $166K <0.01% +919 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,327 shares; 2025Q1: 4,182 shares; 2025Q2: 4,219 shares; 2025Q3: 4,219 shares 4,219 $166K <0.01% 0 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 2,224 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares 3,502 $165K <0.01% 0 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,185 shares 2,185 $165K <0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 1,238 shares; 2025Q1: 1,286 shares; 2025Q2: 1,409 shares; 2025Q3: 1,725 shares 1,725 $165K <0.01% +316 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 20,555 shares; 2025Q1: 39,379 shares; 2025Q2: 38,309 shares; 2025Q3: 42,955 shares 42,955 $165K <0.01% +4,646 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,580 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares 2,680 $164K <0.01% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 28 shares; 2025Q1: 69 shares; 2025Q2: 1,476 shares; 2025Q3: 1,510 shares 1,510 $164K <0.01% +34 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 2,165 shares; 2025Q1: 2,049 shares; 2025Q2: 1,428 shares; 2025Q3: 1,244 shares 1,244 $163K <0.01% -184 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,870 shares; 2025Q1: 2,436 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares 1,297 $163K <0.01% 0 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,421 shares; 2025Q1: 2,421 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares 2,210 $163K <0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 292 shares; 2025Q1: 1,073 shares; 2025Q2: 1,124 shares; 2025Q3: 1,232 shares 1,232 $163K <0.01% +108 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,676 shares; 2025Q1: 11,058 shares; 2025Q2: 2,246 shares; 2025Q3: 1,780 shares 1,780 $163K <0.01% -466 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 710 shares; 2025Q1: 1,211 shares; 2025Q2: 1,838 shares; 2025Q3: 1,718 shares 1,718 $162K <0.01% -120 Timeline ETHU VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares 1,243 $161K <0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 1,536 shares 1,536 $161K <0.01% +1,086 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 9,847 shares; 2025Q1: 9,330 shares; 2025Q2: 2,096 shares; 2025Q3: 1,144 shares 1,144 $161K <0.01% -952 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 338 shares; 2025Q1: 336 shares; 2025Q2: 344 shares; 2025Q3: 414 shares 414 $161K <0.01% +70 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 769 shares; 2025Q1: 841 shares; 2025Q2: 661 shares; 2025Q3: 723 shares 723 $161K <0.01% +62 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 494 shares; 2025Q1: 550 shares; 2025Q2: 420 shares; 2025Q3: 2,833 shares 2,833 $160K <0.01% +2,413 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 2,487 shares; 2025Q1: 2,487 shares; 2025Q2: 2,750 shares; 2025Q3: 2,487 shares 2,487 $160K <0.01% -263 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 71 shares; 2025Q1: 8,698 shares; 2025Q2: 409 shares; 2025Q3: 619 shares 619 $160K <0.01% +210 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,273 shares; 2024Q4: 8,273 shares; 2025Q1: 8,273 shares; 2025Q2: 8,273 shares; 2025Q3: 8,273 shares 8,273 $160K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 6,291 shares; 2025Q1: 6,366 shares; 2025Q2: 6,207 shares; 2025Q3: 5,518 shares 5,518 $159K <0.01% -689 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,141 shares; 2025Q2: 3,317 shares; 2025Q3: 2,303 shares 2,303 $159K <0.01% -1,014 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 479 shares; 2025Q1: 502 shares; 2025Q2: 913 shares; 2025Q3: 902 shares 902 $159K <0.01% -11 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,560 shares; 2025Q1: 2,144 shares; 2025Q2: 3,122 shares; 2025Q3: 3,122 shares 3,122 $158K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,373 shares; 2025Q1: 2,463 shares; 2025Q2: 1,412 shares; 2025Q3: 1,634 shares 1,634 $158K <0.01% +222 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,146 shares; 2024Q4: 8,372 shares; 2025Q1: 14,639 shares; 2025Q2: 16,183 shares; 2025Q3: 3,976 shares 3,976 $157K <0.01% -12,207 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 6,310 shares; 2025Q1: 6,867 shares; 2025Q2: 7,253 shares; 2025Q3: 4,339 shares 4,339 $157K <0.01% -2,914 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 1,032 shares; 2025Q1: 950 shares; 2025Q2: 1,003 shares; 2025Q3: 2,285 shares 2,285 $156K <0.01% +1,282 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,600 shares; 2025Q1: 7,700 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares 4,600 $156K <0.01% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 270 shares; 2025Q1: 910 shares; 2025Q2: 1,522 shares; 2025Q3: 1,405 shares 1,405 $156K <0.01% -117 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,074 shares; 2025Q1: 4,183 shares; 2025Q2: 1,309 shares; 2025Q3: 3,600 shares 3,600 $156K <0.01% +2,291 Timeline FPFD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,646 shares; 2025Q1: 4,986 shares; 2025Q2: 6,187 shares; 2025Q3: 7,021 shares 7,021 $155K <0.01% +834 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 3,893 shares; 2025Q1: 3,895 shares; 2025Q2: 3,585 shares; 2025Q3: 3,895 shares 3,895 $154K <0.01% +310 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 1,863 shares; 2025Q3: 4,319 shares 4,319 $154K <0.01% +2,456 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 3,769 shares; 2025Q1: 3,777 shares; 2025Q2: 3,694 shares; 2025Q3: 3,222 shares 3,222 $154K <0.01% -472 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,515 shares; 2025Q1: 1,531 shares; 2025Q2: 1,532 shares; 2025Q3: 1,531 shares 1,531 $154K <0.01% -1 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 795 shares; 2025Q1: 865 shares; 2025Q2: 1,085 shares; 2025Q3: 1,096 shares 1,096 $154K <0.01% +11 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,150 shares; 2025Q1: 2,051 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares 1,635 $153K <0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 6,954 shares; 2025Q1: 9,601 shares; 2025Q2: 15,898 shares; 2025Q3: 16,556 shares 16,556 $153K <0.01% +658 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 74,534 shares; 2025Q1: 74,501 shares; 2025Q2: 1,707 shares; 2025Q3: 1,579 shares 1,579 $153K <0.01% -128 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 6,100 shares; 2025Q3: 7,900 shares 7,900 $153K <0.01% +1,800 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,711 shares; 2025Q1: 3,716 shares; 2025Q2: 3,720 shares; 2025Q3: 3,723 shares 3,723 $153K <0.01% +3 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 167 shares; 2025Q1: 866 shares; 2025Q2: 824 shares; 2025Q3: 453 shares 453 $153K <0.01% -371 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 35,575 shares 35,575 $153K <0.01% +30,575 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 2,706 shares; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: 3,663 shares 3,663 $152K <0.01% +2,384 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 786 shares; 2025Q1: 912 shares; 2025Q2: 1,558 shares; 2025Q3: 1,662 shares 1,662 $152K <0.01% +104 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 1,015 shares; 2025Q1: 1,206 shares; 2025Q2: 1,109 shares; 2025Q3: 1,063 shares 1,063 $152K <0.01% -46 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 2,428 shares; 2025Q2: 3,341 shares; 2025Q3: 3,508 shares 3,508 $151K <0.01% +167 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 668 shares; 2025Q1: 292 shares; 2025Q2: 685 shares; 2025Q3: 614 shares 614 $151K <0.01% -71 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,445 shares 8,445 $151K <0.01% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,228 shares; 2025Q2: 4,228 shares; 2025Q3: 4,228 shares 4,228 $149K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,824 shares; 2025Q1: 4,279 shares; 2025Q2: 4,188 shares; 2025Q3: 4,279 shares 4,279 $148K <0.01% +91 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,000 shares; 2025Q1: 5,116 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares 4,600 $148K <0.01% 0 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,338 shares; 2025Q1: 1,223 shares; 2025Q2: 1,212 shares; 2025Q3: 2,112 shares 2,112 $148K <0.01% +900 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 395 shares; 2025Q1: 375 shares; 2025Q2: 4,913 shares; 2025Q3: 4,214 shares 4,214 $147K <0.01% -699 Timeline FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,237 shares; 2025Q1: 2,237 shares; 2025Q2: 2,717 shares; 2025Q3: 2,159 shares 2,159 $147K <0.01% -558 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,936 shares; 2024Q4: 34,693 shares; 2025Q1: 34,877 shares; 2025Q2: 34,122 shares; 2025Q3: 32,318 shares 32,318 $147K <0.01% -1,804 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,122 shares; 2024Q4: 22,325 shares; 2025Q1: 16,501 shares; 2025Q2: 16,870 shares; 2025Q3: 15,439 shares 15,439 $146K <0.01% -1,431 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 3,132 shares 3,132 $146K <0.01% +1,573 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 195 shares; 2025Q1: 201 shares; 2025Q2: 882 shares; 2025Q3: 879 shares 879 $146K <0.01% -3 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 21,418 shares 21,418 $146K <0.01% +8,918 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 964 shares; 2025Q1: 1,369 shares; 2025Q2: 2,697 shares; 2025Q3: 2,372 shares 2,372 $146K <0.01% -325 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 99 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 1,100 shares 1,100 $145K <0.01% +900 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 205 shares; 2025Q1: 467 shares; 2025Q2: 4,952 shares; 2025Q3: 5,233 shares 5,233 $145K <0.01% +281 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares 2,863 $145K <0.01% 0 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,357 shares; 2025Q1: 4,357 shares; 2025Q2: 3,607 shares; 2025Q3: 3,606 shares 3,606 $145K <0.01% -1 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 843 shares; 2025Q1: 972 shares; 2025Q2: 1,530 shares; 2025Q3: 2,841 shares 2,841 $144K <0.01% +1,311 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 6,287 shares 6,287 $144K <0.01% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 965 shares; 2025Q1: 863 shares; 2025Q2: 2,954 shares; 2025Q3: 4,150 shares 4,150 $144K <0.01% +1,196 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,183 shares; 2025Q1: 1,224 shares; 2025Q2: 1,542 shares; 2025Q3: 1,483 shares 1,483 $144K <0.01% -59 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,547 shares; 2025Q1: 2,719 shares; 2025Q2: 3,058 shares; 2025Q3: 3,058 shares 3,058 $144K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 620 shares; 2025Q1: 645 shares; 2025Q2: 506 shares; 2025Q3: 987 shares 987 $144K <0.01% +481 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,662 shares; 2025Q1: 2,514 shares; 2025Q2: 2,347 shares; 2025Q3: 1,799 shares 1,799 $144K <0.01% -548 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 6,718 shares; 2025Q1: 6,736 shares; 2025Q2: 7,265 shares; 2025Q3: 7,284 shares 7,284 $144K <0.01% +19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,445 shares; 2025Q3: 2,995 shares 2,995 $143K <0.01% +1,550 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 526 shares; 2025Q1: 1,121 shares; 2025Q2: 1,745 shares; 2025Q3: 3,984 shares 3,984 $143K <0.01% +2,239 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,742 shares; 2025Q2: 5,742 shares; 2025Q3: 5,742 shares 5,742 $143K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 2,798 shares; 2025Q1: 2,736 shares; 2025Q2: 1,482 shares; 2025Q3: 1,985 shares 1,985 $143K <0.01% +503 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 4,945 shares; 2025Q1: 4,882 shares; 2025Q2: 4,711 shares; 2025Q3: 7,221 shares 7,221 $143K <0.01% +2,510 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 5,977 shares; 2025Q1: 5,977 shares; 2025Q2: 4,295 shares; 2025Q3: 6,319 shares 6,319 $143K <0.01% +2,024 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,161 shares; 2025Q1: 2,161 shares; 2025Q2: 2,431 shares; 2025Q3: 2,435 shares 2,435 $143K <0.01% +4 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,323 shares; 2025Q1: 1,379 shares; 2025Q2: 1,278 shares; 2025Q3: 1,355 shares 1,355 $142K <0.01% +77 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 340 shares; 2025Q1: 1,473 shares; 2025Q2: 1,656 shares; 2025Q3: 1,284 shares 1,284 $142K <0.01% -372 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 99 shares; 2025Q1: 2,337 shares; 2025Q2: 5,200 shares; 2025Q3: 4,600 shares 4,600 $142K <0.01% -600 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 12,583 shares; 2025Q1: 12,611 shares; 2025Q2: 12,775 shares; 2025Q3: 3,217 shares 3,217 $141K <0.01% -9,558 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 2,702 shares; 2025Q1: 2,733 shares; 2025Q2: 2,985 shares; 2025Q3: 5,523 shares 5,523 $141K <0.01% +2,538 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,775 shares 1,775 $141K <0.01% +28 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 1,691 shares; 2025Q1: 2,558 shares; 2025Q2: 2,558 shares; 2025Q3: 2,557 shares 2,557 $141K <0.01% -1 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,164 shares; 2025Q1: 2,645 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares 3,037 $141K <0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 2,486 shares; 2025Q3: 2,262 shares 2,262 $141K <0.01% -224 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 891 shares; 2025Q3: 1,127 shares 1,127 $140K <0.01% +236 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 4,503 shares; 2025Q1: 5,552 shares; 2025Q2: 1,293 shares; 2025Q3: 8,085 shares 8,085 $140K <0.01% +6,792 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 488 shares; 2024Q4: 514 shares; 2025Q1: 538 shares; 2025Q2: 554 shares; 2025Q3: 544 shares 544 $140K <0.01% -10 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,841 shares; 2024Q4: 8,040 shares; 2025Q1: 7,540 shares; 2025Q2: 5,353 shares; 2025Q3: 5,358 shares 5,358 $139K <0.01% +5 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,818 shares; 2025Q1: 3,603 shares; 2025Q2: 1,621 shares; 2025Q3: 1,801 shares 1,801 $139K <0.01% +180 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 3,099 shares; 2025Q1: 3,133 shares; 2025Q2: 7,183 shares; 2025Q3: 6,704 shares 6,704 $139K <0.01% -479 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 5,484 shares; 2025Q1: 4,972 shares; 2025Q2: 3,088 shares; 2025Q3: 5,175 shares 5,175 $138K <0.01% +2,087 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,740 shares; 2025Q1: 2,280 shares; 2025Q2: 1,512 shares; 2025Q3: 1,522 shares 1,522 $138K <0.01% +10 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,384 shares; 2024Q4: 5,373 shares; 2025Q1: 5,373 shares; 2025Q2: 5,373 shares; 2025Q3: 5,373 shares 5,373 $138K <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 576 shares; 2025Q1: 990 shares; 2025Q2: 927 shares; 2025Q3: 925 shares 925 $138K <0.01% -2 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 339 shares; 2025Q1: 450 shares; 2025Q2: 1,689 shares; 2025Q3: 1,631 shares 1,631 $138K <0.01% -58 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 683 shares; 2025Q1: 714 shares; 2025Q2: 669 shares; 2025Q3: 399 shares 399 $137K <0.01% -270 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 627 shares; 2025Q3: 1,071 shares 1,071 $137K <0.01% +444 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 4,645 shares; 2025Q3: 4,691 shares 4,691 $137K <0.01% +46 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 169 shares; 2025Q1: 192 shares; 2025Q2: 1,624 shares; 2025Q3: 1,642 shares 1,642 $137K <0.01% +18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,748 shares; 2025Q1: 4,882 shares; 2025Q2: 4,870 shares; 2025Q3: 4,279 shares 4,279 $137K <0.01% -591 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 421 shares; 2025Q1: 329 shares; 2025Q2: 380 shares; 2025Q3: 727 shares 727 $137K <0.01% +347 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares 1,052 $136K <0.01% 0 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 5,163 shares; 2025Q3: 2,604 shares 2,604 $136K <0.01% -2,559 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 798 shares; 2025Q1: 911 shares; 2025Q2: 706 shares; 2025Q3: 957 shares 957 $136K <0.01% +251 Timeline RND FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 821 shares; 2025Q1: 1,872 shares; 2025Q2: 4,738 shares; 2025Q3: 4,568 shares 4,568 $135K <0.01% -170 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares 4,700 $135K <0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,502 shares; 2025Q1: 1,548 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares 1,552 $135K <0.01% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 3,708 shares; 2025Q1: 4,109 shares; 2025Q2: 4,280 shares; 2025Q3: 4,542 shares 4,542 $135K <0.01% +262 Timeline