BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 5,600 shares; 2025Q2: 5,200 shares; 2025Q3: 3,896 shares; 2025Q4: 28,947 shares 28,947 $426K 0.01% +25,051 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 3,906 shares; 2025Q1: 4,062 shares; 2025Q2: 3,729 shares; 2025Q3: 4,035 shares; 2025Q4: 4,767 shares 4,767 $423K 0.01% +732 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,521 shares; 2024Q4: 16,260 shares; 2025Q1: 20,108 shares; 2025Q2: 14,153 shares; 2025Q3: 17,271 shares; 2025Q4: 20,346 shares 20,346 $420K 0.01% +3,075 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 12,138 shares 12,138 $419K 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 952 shares; 2025Q1: 1,173 shares; 2025Q2: 1,027 shares; 2025Q3: 747 shares; 2025Q4: 738 shares 738 $419K 0.01% -9 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 3,523 shares; 2025Q3: 3,523 shares; 2025Q4: 3,523 shares 3,523 $419K 0.01% 0 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 0 shares; 2025Q3: 5,738 shares; 2025Q4: 5,562 shares 5,562 $419K 0.01% -176 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,597 shares; 2025Q1: 9,787 shares; 2025Q2: 9,874 shares; 2025Q3: 9,862 shares; 2025Q4: 10,897 shares 10,897 $418K 0.01% +1,035 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 8,427 shares; 2025Q1: 8,427 shares; 2025Q2: 7,566 shares; 2025Q3: 8,336 shares; 2025Q4: 13,191 shares 13,191 $418K 0.01% +4,855 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,594 shares 8,594 $417K 0.01% new Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,753 shares; 2024Q4: 23,559 shares; 2025Q1: 25,978 shares; 2025Q2: 15,082 shares; 2025Q3: 11,477 shares; 2025Q4: 11,355 shares 11,355 $416K 0.01% -122 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 1,151 shares; 2025Q1: 708 shares; 2025Q2: 2,114 shares; 2025Q3: 2,715 shares; 2025Q4: 10,043 shares 10,043 $413K 0.01% +7,328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 8,383 shares; 2025Q1: 8,383 shares; 2025Q2: 8,383 shares; 2025Q3: 8,383 shares; 2025Q4: 13,640 shares 13,640 $413K 0.01% +5,257 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,636 shares; 2025Q2: 16,512 shares; 2025Q3: 16,510 shares; 2025Q4: 16,310 shares 16,310 $413K 0.01% -200 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,826 shares; 2024Q4: 10,131 shares; 2025Q1: 71,656 shares; 2025Q2: 94,063 shares; 2025Q3: 60,674 shares; 2025Q4: 30,978 shares 30,978 $410K 0.01% -29,696 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,730 shares; 2025Q1: 2,137 shares; 2025Q2: 1,952 shares; 2025Q3: 2,371 shares; 2025Q4: 2,971 shares 2,971 $410K 0.01% +600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,020 shares; 2025Q1: 2,084 shares; 2025Q2: 2,172 shares; 2025Q3: 2,475 shares; 2025Q4: 2,881 shares 2,881 $409K 0.01% +406 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 1,028 shares; 2025Q1: 1,057 shares; 2025Q2: 1,069 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares 1,056 $409K 0.01% 0 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 8,691 shares; 2025Q1: 8,946 shares; 2025Q2: 8,946 shares; 2025Q3: 8,946 shares; 2025Q4: 15,345 shares 15,345 $407K 0.01% +6,399 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,375 shares; 2025Q1: 5,923 shares; 2025Q2: 5,783 shares; 2025Q3: 5,690 shares; 2025Q4: 6,497 shares 6,497 $406K 0.01% +807 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 8,500 shares 8,500 $406K 0.01% +7,139 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,593 shares; 2024Q4: 9,328 shares; 2025Q1: 6,044 shares; 2025Q2: 9,722 shares; 2025Q3: 12,506 shares; 2025Q4: 11,770 shares 11,770 $405K 0.01% -736 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,894 shares; 2025Q1: 1,871 shares; 2025Q2: 2,423 shares; 2025Q3: 2,404 shares; 2025Q4: 2,322 shares 2,322 $404K 0.01% -82 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 8,220 shares; 2025Q1: 8,406 shares; 2025Q2: 7,662 shares; 2025Q3: 8,011 shares; 2025Q4: 8,205 shares 8,205 $404K 0.01% +194 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,311 shares; 2024Q4: 30,680 shares; 2025Q1: 14,168 shares; 2025Q2: 8,530 shares; 2025Q3: 8,530 shares; 2025Q4: 8,947 shares 8,947 $403K 0.01% +417 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,343 shares; 2024Q4: 10,308 shares; 2025Q1: 10,339 shares; 2025Q2: 10,211 shares; 2025Q3: 11,914 shares; 2025Q4: 11,613 shares 11,613 $403K 0.01% -301 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,624 shares; 2025Q1: 1,783 shares; 2025Q2: 1,490 shares; 2025Q3: 1,253 shares; 2025Q4: 1,404 shares 1,404 $403K 0.01% +151 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,660 shares; 2024Q4: 183,010 shares; 2025Q1: 46,144 shares; 2025Q2: 15,795 shares; 2025Q3: 18,803 shares; 2025Q4: 22,735 shares 22,735 $403K 0.01% +3,932 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,056 shares; 2024Q4: 8,792 shares; 2025Q1: 8,546 shares; 2025Q2: 6,586 shares; 2025Q3: 4,933 shares; 2025Q4: 7,542 shares 7,542 $403K 0.01% +2,609 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,673 shares; 2024Q4: 3,792 shares; 2025Q1: 3,729 shares; 2025Q2: 3,749 shares; 2025Q3: 3,848 shares; 2025Q4: 3,921 shares 3,921 $401K 0.01% +73 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 3,154 shares; 2025Q1: 3,326 shares; 2025Q2: 2,626 shares; 2025Q3: 3,201 shares; 2025Q4: 3,914 shares 3,914 $401K 0.01% +713 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,133 shares; 2024Q4: 11,521 shares; 2025Q1: 12,771 shares; 2025Q2: 12,863 shares; 2025Q3: 7,726 shares; 2025Q4: 7,608 shares 7,608 $400K 0.01% -118 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,256 shares; 2025Q1: 4,042 shares; 2025Q2: 5,201 shares; 2025Q3: 3,482 shares; 2025Q4: 3,713 shares 3,713 $398K 0.01% +231 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,186 shares; 2024Q4: 63,593 shares; 2025Q1: 60,264 shares; 2025Q2: 45,674 shares; 2025Q3: 43,660 shares; 2025Q4: 16,734 shares 16,734 $396K 0.01% -26,926 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,676 shares; 2024Q4: 7,661 shares; 2025Q1: 14,216 shares; 2025Q2: 16,746 shares; 2025Q3: 15,950 shares; 2025Q4: 15,345 shares 15,345 $396K 0.01% -605 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 1,342 shares; 2025Q1: 1,521 shares; 2025Q2: 2,312 shares; 2025Q3: 1,394 shares; 2025Q4: 1,630 shares 1,630 $396K 0.01% +236 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,125 shares; 2024Q4: 7,884 shares; 2025Q1: 17,046 shares; 2025Q2: 3,292 shares; 2025Q3: 3,764 shares; 2025Q4: 3,065 shares 3,065 $395K 0.01% -699 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 2,481 shares; 2025Q2: 941 shares; 2025Q3: 4,941 shares; 2025Q4: 8,749 shares 8,749 $393K 0.01% +3,808 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 1,754 shares; 2025Q1: 2,772 shares; 2025Q2: 2,338 shares; 2025Q3: 2,425 shares; 2025Q4: 2,762 shares 2,762 $393K 0.01% +337 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,580 shares; 2025Q1: 2,750 shares; 2025Q2: 8,213 shares; 2025Q3: 11,495 shares; 2025Q4: 24,243 shares 24,243 $390K 0.01% +12,748 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares 3,976 $389K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 557 shares; 2025Q1: 4,287 shares; 2025Q2: 3,381 shares; 2025Q3: 4,038 shares; 2025Q4: 3,815 shares 3,815 $389K 0.01% -223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,161 shares; 2025Q4: 4,265 shares 4,265 $388K 0.01% +1,104 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 6,732 shares; 2025Q1: 7,753 shares; 2025Q2: 6,993 shares; 2025Q3: 8,764 shares; 2025Q4: 11,737 shares 11,737 $388K 0.01% +2,973 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 490 shares; 2025Q1: 541 shares; 2025Q2: 428 shares; 2025Q3: 583 shares; 2025Q4: 1,684 shares 1,684 $386K 0.01% +1,101 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 8,218 shares; 2025Q1: 8,374 shares; 2025Q2: 11,427 shares; 2025Q3: 11,574 shares; 2025Q4: 5,324 shares 5,324 $385K 0.01% -6,250 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,532 shares; 2025Q1: 2,374 shares; 2025Q2: 4,000 shares; 2025Q3: 3,816 shares; 2025Q4: 3,897 shares 3,897 $385K 0.01% +81 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 749 shares; 2025Q1: 879 shares; 2025Q2: 660 shares; 2025Q3: 682 shares; 2025Q4: 698 shares 698 $385K 0.01% +16 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 5,997 shares; 2025Q1: 5,479 shares; 2025Q2: 6,498 shares; 2025Q3: 7,951 shares; 2025Q4: 7,931 shares 7,931 $384K 0.01% -20 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 4,630 shares 4,630 $383K 0.01% +4,390 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,564 shares; 2025Q4: 7,564 shares 7,564 $383K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 542 shares; 2025Q1: 1,936 shares; 2025Q2: 1,705 shares; 2025Q3: 4,593 shares; 2025Q4: 4,666 shares 4,666 $383K 0.01% +73 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 7,187 shares; 2025Q1: 10,298 shares; 2025Q2: 10,757 shares; 2025Q3: 8,464 shares; 2025Q4: 9,681 shares 9,681 $382K 0.01% +1,217 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,941 shares; 2024Q4: 5,091 shares; 2025Q1: 5,091 shares; 2025Q2: 6,744 shares; 2025Q3: 9,430 shares; 2025Q4: 9,773 shares 9,773 $381K 0.01% +343 Timeline UIVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,873 shares 5,873 $379K 0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 115 shares; 2025Q1: 1,698 shares; 2025Q2: 3,319 shares; 2025Q3: 2,651 shares; 2025Q4: 2,893 shares 2,893 $377K 0.01% +242 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,630 shares; 2024Q4: 20,134 shares; 2025Q1: 20,269 shares; 2025Q2: 21,282 shares; 2025Q3: 22,864 shares; 2025Q4: 26,131 shares 26,131 $376K 0.01% +3,267 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,940 shares; 2024Q4: 10,044 shares; 2025Q1: 12,639 shares; 2025Q2: 10,737 shares; 2025Q3: 12,397 shares; 2025Q4: 9,893 shares 9,893 $376K 0.01% -2,504 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 64,209 shares; 2025Q1: 74,943 shares; 2025Q2: 67,463 shares; 2025Q3: 69,829 shares; 2025Q4: 9,517 shares 9,517 $374K 0.01% -60,312 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,311 shares; 2025Q1: 2,259 shares; 2025Q2: 2,741 shares; 2025Q3: 3,302 shares; 2025Q4: 4,330 shares 4,330 $373K 0.01% +1,028 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,471 shares; 2024Q4: 49,471 shares; 2025Q1: 41,819 shares; 2025Q2: 37,101 shares; 2025Q3: 8,365 shares; 2025Q4: 11,215 shares 11,215 $371K 0.01% +2,850 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 10,529 shares; 2025Q1: 10,489 shares; 2025Q2: 13,078 shares; 2025Q3: 13,529 shares; 2025Q4: 13,678 shares 13,678 $371K 0.01% +149 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 401 shares; 2025Q1: 1,728 shares; 2025Q2: 1,776 shares; 2025Q3: 1,991 shares; 2025Q4: 2,121 shares 2,121 $368K 0.01% +130 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 393 shares; 2025Q1: 4,708 shares; 2025Q2: 6,422 shares; 2025Q3: 6,432 shares; 2025Q4: 8,231 shares 8,231 $367K 0.01% +1,799 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,961 shares; 2024Q4: 25,095 shares; 2025Q1: 24,072 shares; 2025Q2: 5,492 shares; 2025Q3: 6,618 shares; 2025Q4: 7,300 shares 7,300 $365K 0.01% +682 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 6,665 shares; 2025Q3: 7,010 shares; 2025Q4: 7,011 shares 7,011 $365K 0.01% +1 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,615 shares; 2025Q1: 2,668 shares; 2025Q2: 2,562 shares; 2025Q3: 2,616 shares; 2025Q4: 2,912 shares 2,912 $365K 0.01% +296 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,559 shares; 2025Q1: 4,559 shares; 2025Q2: 4,561 shares; 2025Q3: 4,280 shares; 2025Q4: 4,280 shares 4,280 $363K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 781 shares; 2025Q1: 746 shares; 2025Q2: 1,558 shares; 2025Q3: 1,482 shares; 2025Q4: 1,474 shares 1,474 $361K 0.01% -8 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 448 shares; 2025Q1: 2,612 shares; 2025Q2: 3,529 shares; 2025Q3: 8,001 shares; 2025Q4: 7,708 shares 7,708 $361K 0.01% -293 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,189 shares; 2024Q4: 78,440 shares; 2025Q1: 161,921 shares; 2025Q2: 85,358 shares; 2025Q3: 86,698 shares; 2025Q4: 86,698 shares 86,698 $360K 0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,063 shares; 2025Q1: 2,954 shares; 2025Q2: 2,957 shares; 2025Q3: 2,813 shares; 2025Q4: 2,902 shares 2,902 $360K 0.01% +89 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 6,509 shares 6,509 $357K 0.01% +5,789 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,558 shares; 2025Q1: 5,564 shares; 2025Q2: 3,789 shares; 2025Q3: 4,886 shares; 2025Q4: 4,521 shares 4,521 $357K 0.01% -365 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 10,319 shares; 2025Q1: 10,663 shares; 2025Q2: 8,355 shares; 2025Q3: 8,060 shares; 2025Q4: 6,895 shares 6,895 $357K 0.01% -1,165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,340 shares; 2024Q4: 13,265 shares; 2025Q1: 9,615 shares; 2025Q2: 9,850 shares; 2025Q3: 11,886 shares; 2025Q4: 17,072 shares 17,072 $357K 0.01% +5,186 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,247 shares; 2025Q2: 7,710 shares; 2025Q3: 9,561 shares; 2025Q4: 10,628 shares 10,628 $356K 0.01% +1,067 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,916 shares; 2024Q4: 6,916 shares; 2025Q1: 6,558 shares; 2025Q2: 7,586 shares; 2025Q3: 7,628 shares; 2025Q4: 7,086 shares 7,086 $355K 0.01% -542 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 382 shares; 2025Q1: 335 shares; 2025Q2: 681 shares; 2025Q3: 964 shares; 2025Q4: 1,402 shares 1,402 $354K 0.01% +438 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 59,151 shares; 2025Q1: 57,240 shares; 2025Q2: 75,058 shares; 2025Q3: 75,058 shares; 2025Q4: 70,836 shares 70,836 $353K 0.01% -4,222 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 4,984 shares; 2025Q1: 4,984 shares; 2025Q2: 5,389 shares; 2025Q3: 5,398 shares; 2025Q4: 5,263 shares 5,263 $353K 0.01% -135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,756 shares; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: 9,164 shares; 2025Q3: 9,142 shares; 2025Q4: 9,368 shares 9,368 $353K 0.01% +226 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,425 shares; 2025Q2: 6,525 shares; 2025Q3: 8,375 shares; 2025Q4: 8,375 shares 8,375 $353K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,928 shares; 2024Q4: 45,124 shares; 2025Q1: 50,166 shares; 2025Q2: 56,171 shares; 2025Q3: 47,730 shares; 2025Q4: 55,907 shares 55,907 $352K 0.01% +8,177 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 3,639 shares; 2025Q1: 3,388 shares; 2025Q2: 3,231 shares; 2025Q3: 2,882 shares; 2025Q4: 2,077 shares 2,077 $352K 0.01% -805 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,550 shares; 2025Q1: 1,599 shares; 2025Q2: 1,493 shares; 2025Q3: 1,827 shares; 2025Q4: 1,665 shares 1,665 $352K 0.01% -162 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,203 shares; 2025Q1: 1,196 shares; 2025Q2: 1,073 shares; 2025Q3: 2,086 shares; 2025Q4: 2,178 shares 2,178 $350K 0.01% +92 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,888 shares; 2025Q2: 12,888 shares; 2025Q3: 12,846 shares; 2025Q4: 17,329 shares 17,329 $349K 0.01% +4,483 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,353 shares; 2025Q1: 4,295 shares; 2025Q2: 4,300 shares; 2025Q3: 4,054 shares; 2025Q4: 4,026 shares 4,026 $347K 0.01% -28 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 4,654 shares; 2025Q1: 7,521 shares; 2025Q2: 13,266 shares; 2025Q3: 2,650 shares; 2025Q4: 2,760 shares 2,760 $347K 0.01% +110 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 118 shares; 2025Q1: 408 shares; 2025Q2: 328 shares; 2025Q3: 56 shares; 2025Q4: 3,050 shares 3,050 $346K 0.01% +2,994 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 129 shares; 2025Q3: 162 shares; 2025Q4: 161 shares 161 $346K 0.01% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 10,345 shares; 2025Q1: 9,235 shares; 2025Q2: 9,246 shares; 2025Q3: 9,236 shares; 2025Q4: 9,234 shares 9,234 $344K 0.01% -2 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,544 shares; 2025Q1: 1,695 shares; 2025Q2: 2,264 shares; 2025Q3: 2,826 shares; 2025Q4: 1,622 shares 1,622 $344K 0.01% -1,204 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 242 shares; 2025Q3: 42,732 shares; 2025Q4: 42,777 shares 42,777 $343K 0.01% +45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,728 shares; 2025Q1: 4,487 shares; 2025Q2: 4,417 shares; 2025Q3: 4,248 shares; 2025Q4: 4,156 shares 4,156 $343K 0.01% -92 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 2,983 shares; 2025Q1: 3,308 shares; 2025Q2: 3,421 shares; 2025Q3: 2,184 shares; 2025Q4: 2,762 shares 2,762 $343K 0.01% +578 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,174 shares; 2025Q1: 2,021 shares; 2025Q2: 2,086 shares; 2025Q3: 2,189 shares; 2025Q4: 2,038 shares 2,038 $342K 0.01% -151 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 62 shares; 2025Q1: 707 shares; 2025Q2: 994 shares; 2025Q3: 1,046 shares; 2025Q4: 1,130 shares 1,130 $342K 0.01% +84 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 446 shares; 2025Q1: 9,695 shares; 2025Q2: 7,865 shares; 2025Q3: 8,289 shares; 2025Q4: 6,848 shares 6,848 $341K 0.01% -1,441 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,457 shares; 2025Q1: 3,615 shares; 2025Q2: 6,539 shares; 2025Q3: 3,667 shares; 2025Q4: 3,409 shares 3,409 $341K 0.01% -258 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 657 shares; 2025Q1: 923 shares; 2025Q2: 935 shares; 2025Q3: 834 shares; 2025Q4: 1,109 shares 1,109 $340K 0.01% +275 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,467 shares; 2025Q1: 7,241 shares; 2025Q2: 7,545 shares; 2025Q3: 7,334 shares; 2025Q4: 7,578 shares 7,578 $339K 0.01% +244 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,605 shares; 2025Q1: 10,355 shares; 2025Q2: 10,637 shares; 2025Q3: 10,982 shares; 2025Q4: 10,740 shares 10,740 $339K 0.01% -242 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 826 shares; 2025Q1: 1,009 shares; 2025Q2: 1,011 shares; 2025Q3: 1,185 shares; 2025Q4: 983 shares 983 $339K 0.01% -202 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 628 shares; 2025Q1: 587 shares; 2025Q2: 2,444 shares; 2025Q3: 3,215 shares; 2025Q4: 3,302 shares 3,302 $338K 0.01% +87 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,231 shares; 2025Q1: 7,638 shares; 2025Q2: 6,071 shares; 2025Q3: 4,138 shares; 2025Q4: 4,351 shares 4,351 $338K 0.01% +213 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 3,278 shares; 2025Q4: 12,971 shares 12,971 $338K 0.01% +9,693 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,861 shares 7,861 $338K 0.01% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 4,062 shares; 2025Q1: 3,327 shares; 2025Q2: 3,942 shares; 2025Q3: 4,260 shares; 2025Q4: 3,941 shares 3,941 $337K 0.01% -319 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 1,233 shares; 2025Q1: 1,315 shares; 2025Q2: 1,546 shares; 2025Q3: 1,797 shares; 2025Q4: 1,545 shares 1,545 $337K 0.01% -252 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,250 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 4,080 shares 4,080 $336K 0.01% -100 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 2,542 shares; 2025Q1: 3,524 shares; 2025Q2: 3,749 shares; 2025Q3: 3,668 shares; 2025Q4: 6,018 shares 6,018 $336K 0.01% +2,350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,128 shares; 2025Q1: 5,628 shares; 2025Q2: 5,252 shares; 2025Q3: 6,045 shares; 2025Q4: 6,793 shares 6,793 $335K 0.01% +748 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,483 shares; 2025Q1: 5,250 shares; 2025Q2: 5,310 shares; 2025Q3: 12,516 shares; 2025Q4: 12,652 shares 12,652 $334K 0.01% +136 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,339 shares; 2025Q4: 17,587 shares 17,587 $334K 0.01% +12,248 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,339 shares; 2025Q1: 6,846 shares; 2025Q2: 9,018 shares; 2025Q3: 7,274 shares; 2025Q4: 6,185 shares 6,185 $333K 0.01% -1,089 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,916 shares; 2025Q3: 2,755 shares; 2025Q4: 2,747 shares 2,747 $333K 0.01% -8 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 640 shares; 2025Q1: 604 shares; 2025Q2: 974 shares; 2025Q3: 818 shares; 2025Q4: 4,269 shares 4,269 $330K 0.01% +3,451 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,418 shares; 2024Q4: 10,418 shares; 2025Q1: 10,418 shares; 2025Q2: 10,418 shares; 2025Q3: 10,418 shares; 2025Q4: 14,418 shares 14,418 $330K 0.01% +4,000 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121 shares; 2025Q3: 3,225 shares; 2025Q4: 4,161 shares 4,161 $330K 0.01% +936 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,584 shares 2,584 $327K 0.01% +38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,999 shares; 2025Q1: 3,935 shares; 2025Q2: 4,678 shares; 2025Q3: 5,493 shares; 2025Q4: 7,016 shares 7,016 $326K 0.01% +1,523 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 5,858 shares; 2025Q1: 6,413 shares; 2025Q2: 6,474 shares; 2025Q3: 5,474 shares; 2025Q4: 6,581 shares 6,581 $326K 0.01% +1,107 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,838 shares; 2025Q1: 2,876 shares; 2025Q2: 3,295 shares; 2025Q3: 6,373 shares; 2025Q4: 1,602 shares 1,602 $325K 0.01% -4,771 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,180 shares 10,180 $324K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,815 shares; 2025Q1: 1,835 shares; 2025Q2: 2,746 shares; 2025Q3: 1,583 shares; 2025Q4: 1,796 shares 1,796 $324K 0.01% +213 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 4,683 shares; 2025Q1: 1,981 shares; 2025Q2: 1,938 shares; 2025Q3: 2,351 shares; 2025Q4: 6,853 shares 6,853 $323K 0.01% +4,502 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 1,205 shares; 2025Q1: 1,207 shares; 2025Q2: 1,308 shares; 2025Q3: 3,469 shares; 2025Q4: 11,611 shares 11,611 $322K 0.01% +8,142 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 828 shares; 2025Q1: 832 shares; 2025Q2: 677 shares; 2025Q3: 591 shares; 2025Q4: 3,611 shares 3,611 $322K 0.01% +3,020 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,476 shares; 2024Q4: 29,116 shares; 2025Q1: 23,833 shares; 2025Q2: 19,093 shares; 2025Q3: 14,896 shares; 2025Q4: 15,058 shares 15,058 $322K 0.01% +162 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,832 shares; 2024Q4: 10,687 shares; 2025Q1: 11,191 shares; 2025Q2: 11,214 shares; 2025Q3: 11,120 shares; 2025Q4: 7,551 shares 7,551 $321K 0.01% -3,569 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 152 shares; 2025Q1: 158 shares; 2025Q2: 420 shares; 2025Q3: 680 shares; 2025Q4: 1,105 shares 1,105 $321K 0.01% +425 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,156 shares; 2025Q1: 8,645 shares; 2025Q2: 9,417 shares; 2025Q3: 11,281 shares; 2025Q4: 11,113 shares 11,113 $320K 0.01% -168 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,311 shares; 2024Q4: 9,742 shares; 2025Q1: 10,821 shares; 2025Q2: 14,518 shares; 2025Q3: 13,963 shares; 2025Q4: 13,939 shares 13,939 $319K 0.01% -24 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 763 shares; 2025Q1: 1,058 shares; 2025Q2: 1,178 shares; 2025Q3: 1,645 shares; 2025Q4: 1,212 shares 1,212 $318K 0.01% -433 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 965 shares; 2025Q2: 3,309 shares; 2025Q3: 5,444 shares; 2025Q4: 5,326 shares 5,326 $318K 0.01% -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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,529 shares; 2024Q4: 21,819 shares; 2025Q1: 21,819 shares; 2025Q2: 20,669 shares; 2025Q3: 20,119 shares; 2025Q4: 20,219 shares 20,219 $318K 0.01% +100 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,593 shares; 2025Q1: 20,642 shares; 2025Q2: 18,217 shares; 2025Q3: 17,131 shares; 2025Q4: 16,934 shares 16,934 $317K 0.01% -197 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 9,295 shares; 2025Q1: 9,848 shares; 2025Q2: 9,024 shares; 2025Q3: 9,710 shares; 2025Q4: 7,657 shares 7,657 $316K 0.01% -2,053 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,731 shares; 2024Q4: 3,678 shares; 2025Q1: 3,796 shares; 2025Q2: 9,030 shares; 2025Q3: 23,298 shares; 2025Q4: 23,957 shares 23,957 $316K 0.01% +659 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 7,927 shares; 2025Q1: 7,810 shares; 2025Q2: 7,533 shares; 2025Q3: 7,699 shares; 2025Q4: 6,690 shares 6,690 $313K 0.01% -1,009 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,691 shares; 2024Q4: 90,865 shares; 2025Q1: 88,407 shares; 2025Q2: 43,306 shares; 2025Q3: 31,316 shares; 2025Q4: 31,391 shares 31,391 $313K 0.01% +75 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 1,043 shares; 2025Q1: 855 shares; 2025Q2: 540 shares; 2025Q3: 692 shares; 2025Q4: 4,020 shares 4,020 $311K 0.01% +3,328 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,900 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 29,809 shares 29,809 $309K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: 11,255 shares; 2025Q1: 10,323 shares; 2025Q2: 1,510 shares; 2025Q3: 12,345 shares; 2025Q4: 2,147 shares 2,147 $309K 0.01% -10,198 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 21,418 shares; 2025Q4: 60,105 shares 60,105 $309K 0.01% +38,687 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 138 shares; 2025Q1: 587 shares; 2025Q2: 736 shares; 2025Q3: 702 shares; 2025Q4: 873 shares 873 $309K 0.01% +171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 2,000 shares; 2025Q1: 4,682 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares 2,682 $309K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 630 shares; 2025Q2: 1,275 shares; 2025Q3: 1,474 shares; 2025Q4: 1,399 shares 1,399 $309K 0.01% -75 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 11,705 shares; 2025Q1: 11,084 shares; 2025Q2: 7,452 shares; 2025Q3: 5,400 shares; 2025Q4: 3,172 shares 3,172 $308K 0.01% -2,228 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,726 shares; 2024Q4: 6,280 shares; 2025Q1: 5,113 shares; 2025Q2: 8,071 shares; 2025Q3: 8,315 shares; 2025Q4: 12,603 shares 12,603 $308K 0.01% +4,288 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 994 shares; 2025Q3: 2,209 shares; 2025Q4: 3,370 shares 3,370 $308K 0.01% +1,161 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,111 shares; 2025Q1: 603 shares; 2025Q2: 1,630 shares; 2025Q3: 1,636 shares; 2025Q4: 1,366 shares 1,366 $308K 0.01% -270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,415 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares 1,492 $308K 0.01% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167 shares; 2025Q3: 4,230 shares; 2025Q4: 11,616 shares 11,616 $306K 0.01% +7,386 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 6,925 shares; 2025Q4: 11,678 shares 11,678 $303K 0.01% +4,753 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: 649 shares; 2025Q1: 564 shares; 2025Q2: 100 shares; 2025Q3: 750 shares; 2025Q4: 822 shares 822 $303K 0.01% +72 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 7,842 shares; 2025Q1: 4,971 shares; 2025Q2: 5,554 shares; 2025Q3: 5,713 shares; 2025Q4: 5,206 shares 5,206 $301K 0.01% -507 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,268 shares; 2025Q1: 1,199 shares; 2025Q2: 1,303 shares; 2025Q3: 1,452 shares; 2025Q4: 1,623 shares 1,623 $301K 0.01% +171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,147 shares; 2025Q1: 1,059 shares; 2025Q2: 1,002 shares; 2025Q3: 985 shares; 2025Q4: 991 shares 991 $301K 0.01% +6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,576 shares; 2025Q1: 4,400 shares; 2025Q2: 5,369 shares; 2025Q3: 5,376 shares; 2025Q4: 6,142 shares 6,142 $301K 0.01% +766 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 8,949 shares; 2025Q1: 9,224 shares; 2025Q2: 8,787 shares; 2025Q3: 7,770 shares; 2025Q4: 7,629 shares 7,629 $301K 0.01% -141 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,293 shares; 2025Q1: 1,331 shares; 2025Q2: 1,509 shares; 2025Q3: 1,520 shares; 2025Q4: 1,453 shares 1,453 $300K 0.01% -67 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 3,708 shares; 2025Q1: 4,109 shares; 2025Q2: 4,280 shares; 2025Q3: 4,542 shares; 2025Q4: 9,606 shares 9,606 $299K 0.01% +5,064 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 7,989 shares; 2025Q1: 9,559 shares; 2025Q2: 10,487 shares; 2025Q3: 3,914 shares; 2025Q4: 5,662 shares 5,662 $299K 0.01% +1,748 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 2,093 shares; 2025Q1: 1,628 shares; 2025Q2: 2,514 shares; 2025Q3: 1,504 shares; 2025Q4: 1,791 shares 1,791 $297K 0.01% +287 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,504 shares; 2025Q4: 14,194 shares 14,194 $297K 0.01% -310 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 794 shares; 2025Q1: 2,697 shares; 2025Q2: 2,550 shares; 2025Q3: 3,497 shares; 2025Q4: 6,183 shares 6,183 $297K 0.01% +2,686 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 806 shares; 2025Q1: 787 shares; 2025Q2: 1,178 shares; 2025Q3: 1,170 shares; 2025Q4: 1,238 shares 1,238 $297K 0.01% +68 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 1,005 shares; 2025Q1: 1,678 shares; 2025Q2: 1,682 shares; 2025Q3: 1,622 shares; 2025Q4: 1,694 shares 1,694 $295K 0.01% +72 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares 3,976 $295K 0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 3,438 shares; 2025Q1: 4,373 shares; 2025Q2: 4,519 shares; 2025Q3: 4,851 shares; 2025Q4: 3,961 shares 3,961 $295K 0.01% -890 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 18,618 shares; 2025Q1: 21,565 shares; 2025Q2: 15,666 shares; 2025Q3: 8,221 shares; 2025Q4: 10,416 shares 10,416 $294K 0.01% +2,195 Timeline DDTN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,345 shares 15,345 $294K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 452 shares; 2025Q1: 2,722 shares; 2025Q2: 3,072 shares; 2025Q3: 5,167 shares; 2025Q4: 9,922 shares 9,922 $294K 0.01% +4,755 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,252 shares; 2025Q1: 1,179 shares; 2025Q2: 615 shares; 2025Q3: 904 shares; 2025Q4: 939 shares 939 $294K 0.01% +35 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 2,348 shares; 2025Q1: 1,704 shares; 2025Q2: 1,655 shares; 2025Q3: 1,884 shares; 2025Q4: 3,277 shares 3,277 $293K 0.01% +1,393 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,433 shares; 2025Q1: 7,371 shares; 2025Q2: 9,112 shares; 2025Q3: 6,885 shares; 2025Q4: 6,098 shares 6,098 $293K 0.01% -787 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,417 shares; 2025Q1: 3,857 shares; 2025Q2: 3,405 shares; 2025Q3: 3,655 shares; 2025Q4: 3,365 shares 3,365 $293K 0.01% -290 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 390 shares; 2025Q1: 402 shares; 2025Q2: 316 shares; 2025Q3: 416 shares; 2025Q4: 869 shares 869 $293K 0.01% +453 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,949 shares; 2025Q1: 5,879 shares; 2025Q2: 6,788 shares; 2025Q3: 6,461 shares; 2025Q4: 5,871 shares 5,871 $293K 0.01% -590 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 7,391 shares; 2025Q1: 7,391 shares; 2025Q2: 7,391 shares; 2025Q3: 7,391 shares; 2025Q4: 7,391 shares 7,391 $293K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 5,484 shares; 2025Q1: 4,972 shares; 2025Q2: 3,088 shares; 2025Q3: 5,175 shares; 2025Q4: 11,048 shares 11,048 $292K 0.01% +5,873 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,622 shares; 2025Q1: 1,619 shares; 2025Q2: 1,783 shares; 2025Q3: 1,841 shares; 2025Q4: 1,842 shares 1,842 $292K 0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 4,945 shares; 2025Q1: 4,882 shares; 2025Q2: 4,711 shares; 2025Q3: 7,221 shares; 2025Q4: 9,634 shares 9,634 $291K 0.01% +2,413 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,968 shares; 2024Q4: 84,868 shares; 2025Q1: 109,818 shares; 2025Q2: 118,102 shares; 2025Q3: 117,800 shares; 2025Q4: 117,428 shares 117,428 $290K 0.01% -372 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 373 shares; 2025Q1: 370 shares; 2025Q2: 745 shares; 2025Q3: 1,105 shares; 2025Q4: 1,197 shares 1,197 $288K 0.01% +92 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 300 shares; 2025Q2: 1,188 shares; 2025Q3: 7,633 shares; 2025Q4: 7,524 shares 7,524 $288K 0.01% -109 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,450 shares; 2025Q1: 3,237 shares; 2025Q2: 3,005 shares; 2025Q3: 3,991 shares; 2025Q4: 3,977 shares 3,977 $287K 0.01% -14 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,977 shares; 2025Q4: 11,917 shares 11,917 $287K 0.01% +6,940 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 9,678 shares; 2025Q1: 3,467 shares; 2025Q2: 3,582 shares; 2025Q3: 3,598 shares; 2025Q4: 2,889 shares 2,889 $286K 0.01% -709 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 2,137 shares; 2025Q1: 2,882 shares; 2025Q2: 3,582 shares; 2025Q3: 3,555 shares; 2025Q4: 3,337 shares 3,337 $285K 0.01% -218 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,053 shares; 2025Q3: 13,328 shares; 2025Q4: 11,684 shares 11,684 $285K 0.01% -1,644 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 7,454 shares; 2025Q1: 6,666 shares; 2025Q2: 4,722 shares; 2025Q3: 4,978 shares; 2025Q4: 7,069 shares 7,069 $285K 0.01% +2,091 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,607 shares; 2024Q4: 2,867 shares; 2025Q1: 3,022 shares; 2025Q2: 3,710 shares; 2025Q3: 3,570 shares; 2025Q4: 4,627 shares 4,627 $283K 0.01% +1,057 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,290 shares; 2024Q4: 6,290 shares; 2025Q1: 6,290 shares; 2025Q2: 6,290 shares; 2025Q3: 6,290 shares; 2025Q4: 6,290 shares 6,290 $283K 0.01% 0 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 2,165 shares; 2025Q1: 2,669 shares; 2025Q2: 3,436 shares; 2025Q3: 3,496 shares; 2025Q4: 2,920 shares 2,920 $283K 0.01% -576 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,640 shares; 2025Q1: 5,451 shares; 2025Q2: 7,551 shares; 2025Q3: 5,270 shares; 2025Q4: 5,220 shares 5,220 $282K 0.01% -50 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,914 shares; 2025Q3: 6,926 shares; 2025Q4: 6,462 shares 6,462 $281K 0.01% -464 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,445 shares; 2025Q3: 2,995 shares; 2025Q4: 4,020 shares 4,020 $280K 0.01% +1,025 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,831 shares; 2025Q1: 9,462 shares; 2025Q2: 9,956 shares; 2025Q3: 10,380 shares; 2025Q4: 8,358 shares 8,358 $280K 0.01% -2,022 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 753 shares; 2025Q1: 432 shares; 2025Q2: 1,173 shares; 2025Q3: 1,401 shares; 2025Q4: 3,226 shares 3,226 $278K 0.01% +1,825 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 4,606 shares; 2025Q2: 6,686 shares; 2025Q3: 6,493 shares; 2025Q4: 7,419 shares 7,419 $278K 0.01% +926 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,218 shares; 2024Q4: 254,214 shares; 2025Q1: 28,873 shares; 2025Q2: 19,737 shares; 2025Q3: 4,399 shares; 2025Q4: 5,059 shares 5,059 $277K 0.01% +660 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 77,718 shares; 2025Q1: 62,326 shares; 2025Q2: 5,838 shares; 2025Q3: 6,140 shares; 2025Q4: 5,940 shares 5,940 $277K 0.01% -200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 9,250 shares; 2025Q2: 9,250 shares; 2025Q3: 9,250 shares; 2025Q4: 9,250 shares 9,250 $276K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 9,416 shares; 2025Q3: 10,216 shares; 2025Q4: 10,510 shares 10,510 $275K 0.01% +294 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,497 shares; 2024Q4: 6,497 shares; 2025Q1: 6,497 shares; 2025Q2: 10,763 shares; 2025Q3: 6,497 shares; 2025Q4: 6,497 shares 6,497 $275K 0.01% 0 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 4,949 shares; 2025Q1: 4,799 shares; 2025Q2: 5,732 shares; 2025Q3: 6,303 shares; 2025Q4: 7,327 shares 7,327 $275K 0.01% +1,024 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 10,784 shares 10,784 $275K 0.01% +10,764 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,164 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares 2,168 $275K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,031 shares; 2025Q1: 2,773 shares; 2025Q2: 2,371 shares; 2025Q3: 2,019 shares; 2025Q4: 2,002 shares 2,002 $273K 0.01% -17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 1,179 shares; 2025Q1: 659 shares; 2025Q2: 704 shares; 2025Q3: 756 shares; 2025Q4: 775 shares 775 $272K 0.01% +19 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 578 shares; 2025Q1: 403 shares; 2025Q2: 538 shares; 2025Q3: 598 shares; 2025Q4: 467 shares 467 $271K 0.01% -131 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,019 shares; 2024Q4: 7,599 shares; 2025Q1: 12,163 shares; 2025Q2: 12,400 shares; 2025Q3: 9,112 shares; 2025Q4: 8,853 shares 8,853 $270K 0.01% -259 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,279 shares; 2025Q1: 7,363 shares; 2025Q2: 7,400 shares; 2025Q3: 7,563 shares; 2025Q4: 7,784 shares 7,784 $270K 0.01% +221 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,635 shares; 2025Q1: 2,639 shares; 2025Q2: 2,642 shares; 2025Q3: 2,644 shares; 2025Q4: 2,274 shares 2,274 $270K 0.01% -370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 3,176 shares; 2025Q4: 3,450 shares 3,450 $269K 0.01% +274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 356 shares; 2025Q1: 369 shares; 2025Q2: 352 shares; 2025Q3: 371 shares; 2025Q4: 461 shares 461 $268K 0.01% +90 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,121 shares; 2025Q1: 8,102 shares; 2025Q2: 9,299 shares; 2025Q3: 9,750 shares; 2025Q4: 9,845 shares 9,845 $268K 0.01% +95 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,008 shares 14,008 $268K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 2,507 shares; 2025Q1: 2,862 shares; 2025Q2: 2,789 shares; 2025Q3: 2,658 shares; 2025Q4: 1,246 shares 1,246 $268K 0.01% -1,412 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 934 shares; 2025Q1: 925 shares; 2025Q2: 1,496 shares; 2025Q3: 1,407 shares; 2025Q4: 1,380 shares 1,380 $267K 0.01% -27 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 452 shares; 2025Q1: 586 shares; 2025Q2: 890 shares; 2025Q3: 1,671 shares; 2025Q4: 1,675 shares 1,675 $267K 0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 658 shares; 2025Q1: 749 shares; 2025Q2: 728 shares; 2025Q3: 682 shares; 2025Q4: 678 shares 678 $267K 0.01% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,322 shares; 2025Q4: 6,322 shares 6,322 $266K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 508 shares; 2025Q1: 536 shares; 2025Q2: 3,049 shares; 2025Q3: 3,072 shares; 2025Q4: 2,916 shares 2,916 $265K 0.01% -156 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 241 shares; 2025Q1: 232 shares; 2025Q2: 200 shares; 2025Q3: 491 shares; 2025Q4: 664 shares 664 $264K 0.01% +173 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: 5,258 shares; 2025Q1: 4,189 shares; 2025Q2: 4,439 shares; 2025Q3: 4,388 shares; 2025Q4: 3,956 shares 3,956 $263K 0.01% -432 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 9,854 shares; 2025Q1: 10,998 shares; 2025Q2: 11,607 shares; 2025Q3: 11,746 shares; 2025Q4: 11,743 shares 11,743 $262K 0.01% -3 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 10,813 shares; 2025Q1: 2,704 shares; 2025Q2: 2,496 shares; 2025Q3: 1,990 shares; 2025Q4: 2,176 shares 2,176 $262K 0.01% +186 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,332 shares; 2025Q1: 1,376 shares; 2025Q2: 1,072 shares; 2025Q3: 1,291 shares; 2025Q4: 1,149 shares 1,149 $261K 0.01% -142 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 3,547 shares; 2025Q1: 4,091 shares; 2025Q2: 2,825 shares; 2025Q3: 4,613 shares; 2025Q4: 5,988 shares 5,988 $261K 0.01% +1,375 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,770 shares; 2024Q4: 16,441 shares; 2025Q1: 17,226 shares; 2025Q2: 14,377 shares; 2025Q3: 14,257 shares; 2025Q4: 13,801 shares 13,801 $261K 0.01% -456 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,152 shares; 2024Q4: 5,478 shares; 2025Q1: 13,047 shares; 2025Q2: 12,493 shares; 2025Q3: 11,299 shares; 2025Q4: 11,007 shares 11,007 $261K 0.01% -292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,933 shares; 2025Q1: 4,083 shares; 2025Q2: 3,845 shares; 2025Q3: 4,764 shares; 2025Q4: 5,657 shares 5,657 $260K 0.01% +893 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 0 shares; 2025Q3: 3,243 shares; 2025Q4: 3,423 shares 3,423 $260K 0.01% +180 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 7,297 shares; 2025Q1: 7,549 shares; 2025Q2: 7,528 shares; 2025Q3: 6,367 shares; 2025Q4: 6,290 shares 6,290 $260K 0.01% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,526 shares; 2025Q1: 1,380 shares; 2025Q2: 1,002 shares; 2025Q3: 1,489 shares; 2025Q4: 1,898 shares 1,898 $259K 0.01% +409 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,642 shares; 2024Q4: 3,642 shares; 2025Q1: 3,419 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 6,462 shares 6,462 $259K 0.01% +3,603 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,086 shares; 2025Q3: 4,008 shares; 2025Q4: 3,784 shares 3,784 $259K 0.01% -224 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 4,413 shares; 2025Q1: 2,799 shares; 2025Q2: 3,527 shares; 2025Q3: 2,200 shares; 2025Q4: 3,121 shares 3,121 $259K 0.01% +921 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,641 shares; 2025Q1: 3,883 shares; 2025Q2: 5,429 shares; 2025Q3: 4,642 shares; 2025Q4: 3,201 shares 3,201 $259K 0.01% -1,441 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 2,762 shares; 2025Q1: 2,930 shares; 2025Q2: 5,228 shares; 2025Q3: 5,513 shares; 2025Q4: 5,267 shares 5,267 $259K 0.01% -246 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 338 shares; 2025Q1: 336 shares; 2025Q2: 344 shares; 2025Q3: 414 shares; 2025Q4: 639 shares 639 $258K 0.01% +225 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,602 shares; 2024Q4: 10,426 shares; 2025Q1: 10,380 shares; 2025Q2: 9,591 shares; 2025Q3: 9,369 shares; 2025Q4: 8,430 shares 8,430 $257K 0.01% -939 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 321 shares; 2025Q1: 789 shares; 2025Q2: 1,467 shares; 2025Q3: 2,119 shares; 2025Q4: 1,398 shares 1,398 $255K 0.01% -721 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,937 shares; 2024Q4: 5,034 shares; 2025Q1: 4,744 shares; 2025Q2: 2,805 shares; 2025Q3: 5,329 shares; 2025Q4: 5,717 shares 5,717 $255K 0.01% +388 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,950 shares; 2025Q3: 4,150 shares; 2025Q4: 9,448 shares 9,448 $254K 0.01% +5,298 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,164 shares; 2025Q3: 8,702 shares; 2025Q4: 8,709 shares 8,709 $253K 0.01% +7 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,500 shares; 2025Q4: 16,175 shares 16,175 $252K 0.01% +6,675 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 570 shares; 2025Q1: 689 shares; 2025Q2: 5,518 shares; 2025Q3: 444 shares; 2025Q4: 3,876 shares 3,876 $252K 0.01% +3,432 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,323 shares; 2025Q1: 1,379 shares; 2025Q2: 1,278 shares; 2025Q3: 1,355 shares; 2025Q4: 2,439 shares 2,439 $250K 0.01% +1,084 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,873 shares; 2024Q4: 11,437 shares; 2025Q1: 11,914 shares; 2025Q2: 11,521 shares; 2025Q3: 10,408 shares; 2025Q4: 10,260 shares 10,260 $250K 0.01% -148 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 3,102 shares; 2025Q1: 3,230 shares; 2025Q2: 3,658 shares; 2025Q3: 3,746 shares; 2025Q4: 3,298 shares 3,298 $248K 0.01% -448 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,164 shares; 2025Q1: 1,262 shares; 2025Q2: 1,284 shares; 2025Q3: 1,131 shares; 2025Q4: 961 shares 961 $248K 0.01% -170 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 24 shares; 2025Q1: 14 shares; 2025Q2: 90 shares; 2025Q3: 171 shares; 2025Q4: 178 shares 178 $248K 0.01% +7 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 898 shares; 2025Q1: 928 shares; 2025Q2: 1,153 shares; 2025Q3: 815 shares; 2025Q4: 1,274 shares 1,274 $248K 0.01% +459 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 354 shares; 2025Q2: 401 shares; 2025Q3: 994 shares; 2025Q4: 1,042 shares 1,042 $247K 0.01% +48 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 440 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 762 shares; 2025Q4: 784 shares 784 $247K 0.01% +22 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 620 shares; 2025Q1: 645 shares; 2025Q2: 506 shares; 2025Q3: 987 shares; 2025Q4: 1,055 shares 1,055 $247K 0.01% +68 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 2,103 shares; 2025Q2: 4,421 shares; 2025Q3: 5,206 shares; 2025Q4: 3,646 shares 3,646 $245K 0.01% -1,560 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,692 shares; 2025Q1: 2,653 shares; 2025Q2: 2,262 shares; 2025Q3: 2,009 shares; 2025Q4: 2,292 shares 2,292 $244K 0.01% +283 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,612 shares; 2025Q1: 5,727 shares; 2025Q2: 6,000 shares; 2025Q3: 5,926 shares; 2025Q4: 6,059 shares 6,059 $244K 0.01% +133 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 16 shares; 2025Q2: 0 shares; 2025Q3: 110 shares; 2025Q4: 6,624 shares 6,624 $243K 0.01% +6,514 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 459 shares; 2025Q1: 870 shares; 2025Q2: 724 shares; 2025Q3: 796 shares; 2025Q4: 1,059 shares 1,059 $243K 0.01% +263 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,973 shares; 2025Q1: 2,423 shares; 2025Q2: 2,946 shares; 2025Q3: 2,734 shares; 2025Q4: 3,216 shares 3,216 $243K 0.01% +482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,659 shares; 2025Q3: 9,397 shares; 2025Q4: 9,433 shares 9,433 $241K 0.01% +36 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,621 shares; 2025Q1: 2,868 shares; 2025Q2: 3,079 shares; 2025Q3: 2,700 shares; 2025Q4: 2,185 shares 2,185 $241K 0.01% -515 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,077 shares; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,911 shares; 2025Q3: 6,911 shares; 2025Q4: 6,911 shares 6,911 $241K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 823 shares; 2025Q1: 497 shares; 2025Q2: 510 shares; 2025Q3: 522 shares; 2025Q4: 528 shares 528 $240K 0.01% +6 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 513 shares; 2025Q1: 909 shares; 2025Q2: 2,821 shares; 2025Q3: 5,859 shares; 2025Q4: 5,441 shares 5,441 $240K 0.01% -418 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,516 shares; 2024Q4: 1,674 shares; 2025Q1: 1,565 shares; 2025Q2: 716 shares; 2025Q3: 1,685 shares; 2025Q4: 1,728 shares 1,728 $239K 0.01% +43 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,309 shares; 2025Q3: 3,317 shares; 2025Q4: 3,345 shares 3,345 $239K 0.01% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 4,744 shares; 2025Q1: 4,744 shares; 2025Q2: 5,077 shares; 2025Q3: 5,681 shares; 2025Q4: 5,610 shares 5,610 $238K 0.01% -71 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,223 shares; 2025Q1: 4,171 shares; 2025Q2: 4,134 shares; 2025Q3: 6,993 shares; 2025Q4: 6,875 shares 6,875 $238K 0.01% -118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,651 shares; 2024Q4: 8,691 shares; 2025Q1: 8,740 shares; 2025Q2: 8,816 shares; 2025Q3: 8,775 shares; 2025Q4: 8,775 shares 8,775 $238K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,934 shares; 2024Q4: 5,961 shares; 2025Q1: 4,595 shares; 2025Q2: 3,804 shares; 2025Q3: 3,578 shares; 2025Q4: 3,387 shares 3,387 $237K 0.01% -191 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,538 shares; 2025Q1: 1,557 shares; 2025Q2: 1,535 shares; 2025Q3: 2,224 shares; 2025Q4: 3,531 shares 3,531 $236K 0.01% +1,307 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 224 shares; 2025Q1: 509 shares; 2025Q2: 917 shares; 2025Q3: 1,186 shares; 2025Q4: 1,041 shares 1,041 $236K 0.01% -145 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,797 shares; 2025Q1: 556 shares; 2025Q2: 718 shares; 2025Q3: 844 shares; 2025Q4: 1,056 shares 1,056 $236K 0.01% +212 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 26 shares; 2025Q1: 1,920 shares; 2025Q2: 3,835 shares; 2025Q3: 4,426 shares; 2025Q4: 5,127 shares 5,127 $235K 0.01% +701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,185 shares; 2025Q4: 2,930 shares 2,930 $235K 0.01% +745 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,618 shares 2,618 $235K 0.01% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 1,032 shares; 2025Q1: 950 shares; 2025Q2: 1,003 shares; 2025Q3: 2,285 shares; 2025Q4: 3,509 shares 3,509 $235K 0.01% +1,224 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,576 shares; 2025Q3: 1,708 shares; 2025Q4: 4,911 shares 4,911 $234K 0.01% +3,203 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,833 shares; 2025Q3: 5,388 shares; 2025Q4: 10,456 shares 10,456 $234K 0.01% +5,068 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 3,809 shares; 2025Q1: 3,809 shares; 2025Q2: 3,647 shares; 2025Q3: 3,645 shares; 2025Q4: 3,548 shares 3,548 $234K 0.01% -97 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,980 shares; 2025Q1: 25,120 shares; 2025Q2: 25,120 shares; 2025Q3: 4,610 shares; 2025Q4: 4,674 shares 4,674 $233K 0.01% +64 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,255 shares; 2024Q4: 6,905 shares; 2025Q1: 4,346 shares; 2025Q2: 6,123 shares; 2025Q3: 6,275 shares; 2025Q4: 6,611 shares 6,611 $232K 0.01% +336 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 527 shares; 2025Q1: 564 shares; 2025Q2: 2,812 shares; 2025Q3: 6,972 shares; 2025Q4: 7,945 shares 7,945 $232K 0.01% +973 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: 480 shares; 2025Q2: 2,143 shares; 2025Q3: 1,974 shares; 2025Q4: 4,835 shares 4,835 $231K 0.01% +2,861 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 2,661 shares; 2025Q1: 2,316 shares; 2025Q2: 2,258 shares; 2025Q3: 1,538 shares; 2025Q4: 1,440 shares 1,440 $231K 0.01% -98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 812 shares; 2025Q1: 1,796 shares; 2025Q2: 1,055 shares; 2025Q3: 1,104 shares; 2025Q4: 1,150 shares 1,150 $231K 0.01% +46 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 4,037 shares; 2025Q1: 1,709 shares; 2025Q2: 2,155 shares; 2025Q3: 3,092 shares; 2025Q4: 3,428 shares 3,428 $231K 0.01% +336 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 6,493 shares; 2025Q2: 8,034 shares; 2025Q3: 8,224 shares; 2025Q4: 7,910 shares 7,910 $230K 0.01% -314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,154 shares; 2025Q3: 4,035 shares; 2025Q4: 3,785 shares 3,785 $230K 0.01% -250 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 282 shares; 2025Q3: 474 shares; 2025Q4: 905 shares 905 $229K 0.01% +431 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 9,099 shares; 2025Q1: 12,099 shares; 2025Q2: 12,099 shares; 2025Q3: 12,099 shares; 2025Q4: 12,099 shares 12,099 $229K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,858 shares; 2024Q4: 5,858 shares; 2025Q1: 5,858 shares; 2025Q2: 5,858 shares; 2025Q3: 5,858 shares; 2025Q4: 5,858 shares 5,858 $229K 0.01% 0 Timeline DLAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 7,312 shares 7,312 $229K 0.01% +6,537 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 409 shares; 2025Q1: 404 shares; 2025Q2: 238 shares; 2025Q3: 672 shares; 2025Q4: 3,505 shares 3,505 $228K 0.01% +2,833 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,957 shares; 2025Q1: 2,386 shares; 2025Q2: 1,813 shares; 2025Q3: 3,824 shares; 2025Q4: 2,096 shares 2,096 $227K 0.01% -1,728 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,004 shares; 2025Q1: 6,004 shares; 2025Q2: 10,877 shares; 2025Q3: 6,004 shares; 2025Q4: 6,004 shares 6,004 $227K 0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 1,824 shares; 2025Q1: 2,120 shares; 2025Q2: 2,580 shares; 2025Q3: 2,575 shares; 2025Q4: 2,205 shares 2,205 $227K 0.01% -370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 2,288 shares; 2025Q1: 2,055 shares; 2025Q2: 2,907 shares; 2025Q3: 3,987 shares; 2025Q4: 3,089 shares 3,089 $227K 0.01% -898 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 129 shares; 2025Q1: 2,448 shares; 2025Q2: 3,716 shares; 2025Q3: 3,506 shares; 2025Q4: 2,974 shares 2,974 $226K 0.01% -532 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares 1,211 $226K 0.01% 0 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,128 shares; 2024Q4: 7,128 shares; 2025Q1: 7,128 shares; 2025Q2: 7,128 shares; 2025Q3: 7,128 shares; 2025Q4: 7,209 shares 7,209 $226K 0.01% +81 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 3,133 shares; 2025Q1: 4,182 shares; 2025Q2: 2,582 shares; 2025Q3: 5,672 shares; 2025Q4: 4,953 shares 4,953 $226K 0.01% -719 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 1,477 shares; 2025Q1: 3,228 shares; 2025Q2: 4,128 shares; 2025Q3: 8,342 shares; 2025Q4: 9,384 shares 9,384 $225K 0.01% +1,042 Timeline VNLA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,581 shares 4,581 $225K 0.01% new Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 1,686 shares; 2025Q1: 11,519 shares; 2025Q2: 10,243 shares; 2025Q3: 10,043 shares; 2025Q4: 10,130 shares 10,130 $225K 0.01% +87 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 339 shares; 2025Q1: 450 shares; 2025Q2: 1,689 shares; 2025Q3: 1,631 shares; 2025Q4: 2,576 shares 2,576 $225K 0.01% +945 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,394 shares; 2024Q4: 7,394 shares; 2025Q1: 7,259 shares; 2025Q2: 5,813 shares; 2025Q3: 5,771 shares; 2025Q4: 5,772 shares 5,772 $224K 0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 3,313 shares; 2025Q2: 4,050 shares; 2025Q3: 5,024 shares; 2025Q4: 7,135 shares 7,135 $224K 0.01% +2,111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,491 shares; 2025Q1: 2,585 shares; 2025Q2: 2,798 shares; 2025Q3: 2,906 shares; 2025Q4: 2,247 shares 2,247 $224K 0.01% -659 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,348 shares; 2024Q4: 5,218 shares; 2025Q1: 6,479 shares; 2025Q2: 18,504 shares; 2025Q3: 22,544 shares; 2025Q4: 20,807 shares 20,807 $223K 0.01% -1,737 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,721 shares; 2025Q1: 7,576 shares; 2025Q2: 8,770 shares; 2025Q3: 8,894 shares; 2025Q4: 9,960 shares 9,960 $223K <0.01% +1,066 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 3,278 shares; 2025Q1: 3,288 shares; 2025Q2: 4,062 shares; 2025Q3: 3,740 shares; 2025Q4: 4,999 shares 4,999 $223K <0.01% +1,259 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,227 shares; 2025Q3: 2,174 shares; 2025Q4: 2,176 shares 2,176 $223K <0.01% +2 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 617 shares; 2025Q1: 479 shares; 2025Q2: 853 shares; 2025Q3: 876 shares; 2025Q4: 1,697 shares 1,697 $223K <0.01% +821 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 346 shares; 2025Q1: 355 shares; 2025Q2: 700 shares; 2025Q3: 1,980 shares; 2025Q4: 1,973 shares 1,973 $222K <0.01% -7 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 551 shares; 2025Q1: 447 shares; 2025Q2: 31,962 shares; 2025Q3: 3,308 shares; 2025Q4: 4,936 shares 4,936 $221K <0.01% +1,628 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 479 shares; 2025Q1: 502 shares; 2025Q2: 913 shares; 2025Q3: 902 shares; 2025Q4: 1,261 shares 1,261 $221K <0.01% +359 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 6,560 shares; 2025Q1: 6,560 shares; 2025Q2: 6,560 shares; 2025Q3: 6,560 shares; 2025Q4: 6,560 shares 6,560 $220K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,864 shares; 2024Q4: 11,446 shares; 2025Q1: 10,646 shares; 2025Q2: 9,554 shares; 2025Q3: 6,803 shares; 2025Q4: 7,531 shares 7,531 $220K <0.01% +728 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 9,325 shares 9,325 $220K <0.01% +8,425 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 4,965 shares; 2025Q1: 3,229 shares; 2025Q2: 3,287 shares; 2025Q3: 3,277 shares; 2025Q4: 3,529 shares 3,529 $219K <0.01% +252 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 3,509 shares; 2025Q3: 2,654 shares; 2025Q4: 3,016 shares 3,016 $219K <0.01% +362 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 2,082 shares; 2025Q1: 2,198 shares; 2025Q2: 2,216 shares; 2025Q3: 2,277 shares; 2025Q4: 2,124 shares 2,124 $219K <0.01% -153 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,015 shares; 2025Q1: 1,021 shares; 2025Q2: 506 shares; 2025Q3: 550 shares; 2025Q4: 524 shares 524 $219K <0.01% -26 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,150 shares; 2025Q1: 2,248 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 1,968 shares 1,968 $218K <0.01% +1,161 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 3,545 shares; 2025Q1: 4,590 shares; 2025Q2: 4,315 shares; 2025Q3: 9,215 shares; 2025Q4: 8,170 shares 8,170 $218K <0.01% -1,045 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,068 shares; 2025Q2: 3,511 shares; 2025Q3: 3,200 shares; 2025Q4: 3,262 shares 3,262 $218K <0.01% +62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 460 shares; 2025Q1: 199 shares; 2025Q2: 553 shares; 2025Q3: 1,168 shares; 2025Q4: 1,032 shares 1,032 $215K <0.01% -136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 2,944 shares; 2025Q2: 4,007 shares; 2025Q3: 3,911 shares; 2025Q4: 3,911 shares 3,911 $215K <0.01% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 16 shares; 2025Q1: 530 shares; 2025Q2: 400 shares; 2025Q3: 390 shares; 2025Q4: 389 shares 389 $215K <0.01% -1 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 710 shares; 2025Q1: 1,211 shares; 2025Q2: 1,838 shares; 2025Q3: 1,718 shares; 2025Q4: 1,746 shares 1,746 $215K <0.01% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,484 shares; 2024Q4: 17,315 shares; 2025Q1: 17,315 shares; 2025Q2: 20,749 shares; 2025Q3: 7,207 shares; 2025Q4: 7,947 shares 7,947 $215K <0.01% +740 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 4,959 shares; 2025Q1: 7,959 shares; 2025Q2: 9,550 shares; 2025Q3: 13,599 shares; 2025Q4: 14,231 shares 14,231 $213K <0.01% +632 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,313 shares 8,313 $213K <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 795 shares; 2025Q1: 865 shares; 2025Q2: 1,085 shares; 2025Q3: 1,096 shares; 2025Q4: 1,206 shares 1,206 $212K <0.01% +110 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,582 shares; 2024Q4: 8,582 shares; 2025Q1: 8,582 shares; 2025Q2: 15,280 shares; 2025Q3: 8,623 shares; 2025Q4: 8,623 shares 8,623 $212K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,883 shares; 2025Q1: 3,889 shares; 2025Q2: 3,706 shares; 2025Q3: 3,707 shares; 2025Q4: 3,707 shares 3,707 $212K <0.01% 0 Timeline CBTO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,845 shares 9,845 $212K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 12,197 shares; 2025Q1: 15,278 shares; 2025Q2: 16,545 shares; 2025Q3: 13,042 shares; 2025Q4: 12,269 shares 12,269 $212K <0.01% -773 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 5,842 shares; 2025Q1: 6,312 shares; 2025Q2: 6,110 shares; 2025Q3: 6,306 shares; 2025Q4: 5,722 shares 5,722 $212K <0.01% -584 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,963 shares; 2025Q1: 2,917 shares; 2025Q2: 2,096 shares; 2025Q3: 2,887 shares; 2025Q4: 2,873 shares 2,873 $211K <0.01% -14 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 975 shares; 2025Q1: 935 shares; 2025Q2: 818 shares; 2025Q3: 966 shares; 2025Q4: 877 shares 877 $211K <0.01% -89 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,486 shares; 2025Q3: 1,307 shares; 2025Q4: 1,122 shares 1,122 $210K <0.01% -185 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 4,902 shares; 2025Q3: 5,062 shares; 2025Q4: 5,059 shares 5,059 $209K <0.01% -3 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,804 shares; 2025Q1: 2,367 shares; 2025Q2: 5,293 shares; 2025Q3: 5,467 shares; 2025Q4: 6,010 shares 6,010 $208K <0.01% +543 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 6,620 shares; 2025Q2: 14,814 shares; 2025Q3: 6,770 shares; 2025Q4: 7,956 shares 7,956 $208K <0.01% +1,186 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 347 shares; 2025Q1: 406 shares; 2025Q2: 1,044 shares; 2025Q3: 1,035 shares; 2025Q4: 852 shares 852 $207K <0.01% -183 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 19,320 shares; 2025Q1: 19,320 shares; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $207K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,695 shares; 2025Q1: 5,115 shares; 2025Q2: 6,121 shares; 2025Q3: 8,468 shares; 2025Q4: 8,528 shares 8,528 $207K <0.01% +60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,445 shares; 2025Q4: 10,823 shares 10,823 $207K <0.01% +2,378 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,882 shares; 2025Q1: 1,249 shares; 2025Q2: 1,274 shares; 2025Q3: 1,296 shares; 2025Q4: 1,288 shares 1,288 $206K <0.01% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,320 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares 2,010 $205K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 3,006 shares; 2025Q1: 3,041 shares; 2025Q2: 2,763 shares; 2025Q3: 3,349 shares; 2025Q4: 3,233 shares 3,233 $205K <0.01% -116 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 5,594 shares 5,594 $205K <0.01% +5,550 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,066 shares; 2024Q4: 27,003 shares; 2025Q1: 15,612 shares; 2025Q2: 26,529 shares; 2025Q3: 9,708 shares; 2025Q4: 7,736 shares 7,736 $204K <0.01% -1,972 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 6,853 shares; 2025Q1: 6,762 shares; 2025Q2: 4,887 shares; 2025Q3: 2,133 shares; 2025Q4: 2,542 shares 2,542 $204K <0.01% +409 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 306 shares; 2025Q1: 353 shares; 2025Q2: 312 shares; 2025Q3: 405 shares; 2025Q4: 909 shares 909 $203K <0.01% +504 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,550 shares; 2025Q3: 8,305 shares; 2025Q4: 5,159 shares 5,159 $203K <0.01% -3,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 2,153 shares; 2025Q1: 2,025 shares; 2025Q2: 2,736 shares; 2025Q3: 1,727 shares; 2025Q4: 1,728 shares 1,728 $203K <0.01% +1 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,612 shares 2,612 $203K <0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,421 shares; 2025Q1: 1,420 shares; 2025Q2: 1,429 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares 1,445 $202K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: 6,599 shares; 2025Q3: 6,814 shares; 2025Q4: 6,914 shares 6,914 $201K <0.01% +100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 2,867 shares; 2025Q1: 2,746 shares; 2025Q2: 3,008 shares; 2025Q3: 2,968 shares; 2025Q4: 2,848 shares 2,848 $201K <0.01% -120 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 637 shares; 2025Q1: 644 shares; 2025Q2: 105 shares; 2025Q3: 2,439 shares; 2025Q4: 2,533 shares 2,533 $201K <0.01% +94 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 16,400 shares; 2025Q1: 15,900 shares; 2025Q2: 8,500 shares; 2025Q3: 1,076 shares; 2025Q4: 6,852 shares 6,852 $200K <0.01% +5,776 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 560 shares; 2025Q1: 437 shares; 2025Q2: 461 shares; 2025Q3: 6,437 shares; 2025Q4: 6,785 shares 6,785 $200K <0.01% +348 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 1,780 shares; 2025Q3: 4,274 shares; 2025Q4: 3,385 shares 3,385 $200K <0.01% -889 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 9,911 shares; 2025Q1: 3,811 shares; 2025Q2: 4,037 shares; 2025Q3: 3,931 shares; 2025Q4: 2,752 shares 2,752 $199K <0.01% -1,179 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 236 shares; 2025Q1: 232 shares; 2025Q2: 0 shares; 2025Q3: 222 shares; 2025Q4: 2,623 shares 2,623 $199K <0.01% +2,401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 821 shares; 2025Q1: 1,872 shares; 2025Q2: 4,738 shares; 2025Q3: 4,568 shares; 2025Q4: 6,528 shares 6,528 $198K <0.01% +1,960 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 764 shares; 2025Q1: 1,092 shares; 2025Q2: 5,421 shares; 2025Q3: 6,589 shares; 2025Q4: 4,254 shares 4,254 $197K <0.01% -2,335 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,298 shares; 2025Q2: 2,036 shares; 2025Q3: 2,347 shares; 2025Q4: 2,332 shares 2,332 $196K <0.01% -15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 6,337 shares; 2025Q1: 5,056 shares; 2025Q2: 3,735 shares; 2025Q3: 6,371 shares; 2025Q4: 6,264 shares 6,264 $196K <0.01% -107 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 197 shares; 2025Q1: 192 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 436 shares 436 $196K <0.01% +145 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,412 shares; 2025Q3: 3,462 shares; 2025Q4: 3,965 shares 3,965 $195K <0.01% +503 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 1,536 shares; 2025Q4: 1,777 shares 1,777 $195K <0.01% +241 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 3,099 shares; 2025Q1: 3,133 shares; 2025Q2: 7,183 shares; 2025Q3: 6,704 shares; 2025Q4: 7,650 shares 7,650 $195K <0.01% +946 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 3,711 shares; 2025Q1: 3,716 shares; 2025Q2: 3,720 shares; 2025Q3: 3,723 shares; 2025Q4: 4,652 shares 4,652 $194K <0.01% +929 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 3,338 shares; 2025Q1: 3,338 shares; 2025Q2: 3,832 shares; 2025Q3: 3,994 shares; 2025Q4: 3,651 shares 3,651 $194K <0.01% -343 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 7,133 shares; 2025Q1: 7,385 shares; 2025Q2: 2,965 shares; 2025Q3: 2,042 shares; 2025Q4: 4,249 shares 4,249 $193K <0.01% +2,207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,306 shares; 2024Q4: 32,123 shares; 2025Q1: 29,123 shares; 2025Q2: 17,805 shares; 2025Q3: 11,809 shares; 2025Q4: 11,103 shares 11,103 $193K <0.01% -706 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,219 shares; 2025Q1: 5,470 shares; 2025Q2: 5,187 shares; 2025Q3: 3,236 shares; 2025Q4: 4,154 shares 4,154 $192K <0.01% +918 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 2,763 shares 2,763 $192K <0.01% +2,621 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 439 shares; 2025Q1: 1,044 shares; 2025Q2: 967 shares; 2025Q3: 844 shares; 2025Q4: 745 shares 745 $191K <0.01% -99 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,989 shares; 2025Q2: 7,574 shares; 2025Q3: 6,692 shares; 2025Q4: 6,956 shares 6,956 $191K <0.01% +264 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,583 shares; 2025Q1: 1,603 shares; 2025Q2: 1,134 shares; 2025Q3: 1,052 shares; 2025Q4: 1,103 shares 1,103 $191K <0.01% +51 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: not reported; 2025Q3: 6,287 shares; 2025Q4: 7,795 shares 7,795 $191K <0.01% +1,508 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,803 shares; 2024Q4: 9,713 shares; 2025Q1: 9,163 shares; 2025Q2: 10,031 shares; 2025Q3: 8,673 shares; 2025Q4: 8,548 shares 8,548 $191K <0.01% -125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,461 shares; 2024Q4: 12,334 shares; 2025Q1: 10,879 shares; 2025Q2: 46,423 shares; 2025Q3: 6,524 shares; 2025Q4: 6,524 shares 6,524 $191K <0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 891 shares; 2025Q3: 1,127 shares; 2025Q4: 1,114 shares 1,114 $191K <0.01% -13 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: 3,401 shares; 2025Q4: 3,394 shares 3,394 $189K <0.01% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 575 shares; 2025Q2: 1,307 shares; 2025Q3: 2,074 shares; 2025Q4: 1,756 shares 1,756 $188K <0.01% -318 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,816 shares 11,816 $187K <0.01% new Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 4,768 shares; 2025Q1: 4,699 shares; 2025Q2: 4,699 shares; 2025Q3: 4,699 shares; 2025Q4: 4,624 shares 4,624 $187K <0.01% -75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 337 shares; 2025Q1: 496 shares; 2025Q2: 520 shares; 2025Q3: 388 shares; 2025Q4: 384 shares 384 $186K <0.01% -4 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,748 shares; 2025Q1: 4,882 shares; 2025Q2: 4,870 shares; 2025Q3: 4,279 shares; 2025Q4: 5,498 shares 5,498 $186K <0.01% +1,219 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 2,316 shares; 2025Q1: 3,934 shares; 2025Q2: 6,252 shares; 2025Q3: 6,281 shares; 2025Q4: 6,845 shares 6,845 $186K <0.01% +564 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,430 shares; 2025Q1: 5,398 shares; 2025Q2: 5,418 shares; 2025Q3: 4,829 shares; 2025Q4: 4,630 shares 4,630 $186K <0.01% -199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 28 shares; 2025Q1: 36 shares; 2025Q2: 664 shares; 2025Q3: 1,440 shares; 2025Q4: 1,069 shares 1,069 $186K <0.01% -371 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,740 shares; 2025Q1: 2,280 shares; 2025Q2: 1,512 shares; 2025Q3: 1,522 shares; 2025Q4: 1,934 shares 1,934 $186K <0.01% +412 Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 1,250 shares; 2025Q4: 7,857 shares 7,857 $184K <0.01% +6,607 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 742 shares; 2025Q2: 542 shares; 2025Q3: 2,237 shares; 2025Q4: 1,929 shares 1,929 $184K <0.01% -308 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 350 shares; 2025Q1: 835 shares; 2025Q2: 6,308 shares; 2025Q3: 6,343 shares; 2025Q4: 6,224 shares 6,224 $183K <0.01% -119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 482 shares; 2025Q1: 505 shares; 2025Q2: 739 shares; 2025Q3: 2,572 shares; 2025Q4: 2,799 shares 2,799 $183K <0.01% +227 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 1,289 shares 1,289 $183K <0.01% +727 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 407 shares; 2025Q1: 342 shares; 2025Q2: 828 shares; 2025Q3: 1,044 shares; 2025Q4: 1,240 shares 1,240 $183K <0.01% +196 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 853 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 1,822 shares; 2025Q4: 3,658 shares 3,658 $183K <0.01% +1,836 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 3,308 shares; 2025Q2: 3,963 shares; 2025Q3: 4,235 shares; 2025Q4: 4,335 shares 4,335 $183K <0.01% +100 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,500 shares; 2025Q1: 480 shares; 2025Q2: 3,822 shares; 2025Q3: 3,954 shares; 2025Q4: 7,860 shares 7,860 $182K <0.01% +3,906 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,257 shares; 2025Q1: 1,601 shares; 2025Q2: 1,169 shares; 2025Q3: 1,000 shares; 2025Q4: 1,522 shares 1,522 $182K <0.01% +522 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,617 shares; 2024Q4: 10,617 shares; 2025Q1: 10,405 shares; 2025Q2: 9,866 shares; 2025Q3: 9,159 shares; 2025Q4: 9,159 shares 9,159 $182K <0.01% 0 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 6,391 shares 6,391 $182K <0.01% +6,341 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,265 shares; 2024Q4: 12,734 shares; 2025Q1: 12,914 shares; 2025Q2: 12,952 shares; 2025Q3: 11,859 shares; 2025Q4: 7,708 shares 7,708 $182K <0.01% -4,151 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,706 shares; 2025Q2: 4,621 shares; 2025Q3: 4,621 shares; 2025Q4: 4,621 shares 4,621 $182K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 2,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $181K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,535 shares; 2025Q1: 2,591 shares; 2025Q2: 2,492 shares; 2025Q3: 2,624 shares; 2025Q4: 2,490 shares 2,490 $181K <0.01% -134 Timeline EVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,558 shares 3,558 $181K <0.01% new Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 433 shares; 2025Q1: 72 shares; 2025Q2: 2,072 shares; 2025Q3: 2,000 shares; 2025Q4: 3,013 shares 3,013 $181K <0.01% +1,013 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,666 shares; 2024Q4: 4,848 shares; 2025Q1: 3,607 shares; 2025Q2: 3,412 shares; 2025Q3: 3,476 shares; 2025Q4: 3,445 shares 3,445 $181K <0.01% -31 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 2,798 shares; 2025Q1: 2,736 shares; 2025Q2: 1,482 shares; 2025Q3: 1,985 shares; 2025Q4: 2,638 shares 2,638 $180K <0.01% +653 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,646 shares; 2025Q1: 4,986 shares; 2025Q2: 6,187 shares; 2025Q3: 7,021 shares; 2025Q4: 8,265 shares 8,265 $180K <0.01% +1,244 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,752 shares; 2024Q4: 11,390 shares; 2025Q1: 12,930 shares; 2025Q2: 9,531 shares; 2025Q3: 7,931 shares; 2025Q4: 8,185 shares 8,185 $179K <0.01% +254 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,938 shares; 2025Q1: 3,286 shares; 2025Q2: 1,390 shares; 2025Q3: 2,001 shares; 2025Q4: 2,120 shares 2,120 $179K <0.01% +119 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 1,238 shares; 2025Q1: 1,286 shares; 2025Q2: 1,409 shares; 2025Q3: 1,725 shares; 2025Q4: 2,066 shares 2,066 $178K <0.01% +341 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 550 shares; 2025Q1: 638 shares; 2025Q2: 244 shares; 2025Q3: 285 shares; 2025Q4: 422 shares 422 $178K <0.01% +137 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 903 shares; 2025Q1: 866 shares; 2025Q2: 592 shares; 2025Q3: 375 shares; 2025Q4: 263 shares 263 $178K <0.01% -112 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 105 shares; 2025Q1: 76 shares; 2025Q2: 2,829 shares; 2025Q3: 3,498 shares; 2025Q4: 2,590 shares 2,590 $178K <0.01% -908 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,851 shares; 2025Q1: 2,648 shares; 2025Q2: 1,047 shares; 2025Q3: 1,046 shares; 2025Q4: 1,071 shares 1,071 $178K <0.01% +25 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 95 shares; 2025Q1: 114 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 615 shares 615 $177K <0.01% +539 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,139 shares; 2025Q1: 2,140 shares; 2025Q2: 2,143 shares; 2025Q3: 1,944 shares; 2025Q4: 1,947 shares 1,947 $177K <0.01% +3 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 1,015 shares; 2025Q1: 1,206 shares; 2025Q2: 1,109 shares; 2025Q3: 1,063 shares; 2025Q4: 1,231 shares 1,231 $176K <0.01% +168 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 400 shares; 2025Q2: 813 shares; 2025Q3: 5,151 shares; 2025Q4: 5,702 shares 5,702 $176K <0.01% +551 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,580 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares 2,680 $176K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 28 shares; 2025Q1: 69 shares; 2025Q2: 1,476 shares; 2025Q3: 1,510 shares; 2025Q4: 1,729 shares 1,729 $175K <0.01% +219 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 4,042 shares; 2025Q1: 6,997 shares; 2025Q2: 7,983 shares; 2025Q3: 10,117 shares; 2025Q4: 8,106 shares 8,106 $175K <0.01% -2,011 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 6,291 shares; 2025Q1: 6,366 shares; 2025Q2: 6,207 shares; 2025Q3: 5,518 shares; 2025Q4: 6,827 shares 6,827 $175K <0.01% +1,309 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,206 shares; 2025Q1: 1,745 shares; 2025Q2: 4,910 shares; 2025Q3: 3,884 shares; 2025Q4: 2,716 shares 2,716 $175K <0.01% -1,168 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,100 shares 9,100 $174K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,210 shares; 2025Q1: 3,099 shares; 2025Q2: 2,455 shares; 2025Q3: 19,429 shares; 2025Q4: 1,975 shares 1,975 $174K <0.01% -17,454 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 1,329 shares; 2025Q1: 1,127 shares; 2025Q2: 680 shares; 2025Q3: 2,935 shares; 2025Q4: 2,949 shares 2,949 $174K <0.01% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,454 shares; 2024Q4: 2,560 shares; 2025Q1: 2,144 shares; 2025Q2: 3,122 shares; 2025Q3: 3,122 shares; 2025Q4: 3,372 shares 3,372 $174K <0.01% +250 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 3,974 shares; 2025Q1: 3,812 shares; 2025Q2: 3,577 shares; 2025Q3: 3,592 shares; 2025Q4: 3,611 shares 3,611 $173K <0.01% +19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,415 shares; 2025Q1: 2,443 shares; 2025Q2: 4,265 shares; 2025Q3: 4,027 shares; 2025Q4: 4,068 shares 4,068 $173K <0.01% +41 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,969 shares; 2024Q4: 10,943 shares; 2025Q1: 9,624 shares; 2025Q2: 9,216 shares; 2025Q3: 9,041 shares; 2025Q4: 9,138 shares 9,138 $172K <0.01% +97 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 576 shares; 2025Q1: 990 shares; 2025Q2: 927 shares; 2025Q3: 925 shares; 2025Q4: 1,090 shares 1,090 $172K <0.01% +165 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 98 shares; 2025Q1: 97 shares; 2025Q2: 897 shares; 2025Q3: 2,475 shares; 2025Q4: 4,909 shares 4,909 $171K <0.01% +2,434 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 2,224 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares; 2025Q4: 3,502 shares 3,502 $170K <0.01% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 4,885 shares 4,885 $170K <0.01% new Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,758 shares 4,758 $170K <0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 3 shares; 2025Q1: 9 shares; 2025Q2: 196 shares; 2025Q3: 291 shares; 2025Q4: 500 shares 500 $170K <0.01% +209 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 3,651 shares; 2025Q1: 3,122 shares; 2025Q2: 3,124 shares; 2025Q3: 3,124 shares; 2025Q4: 2,828 shares 2,828 $169K <0.01% -296 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,980 shares; 2024Q4: 20,205 shares; 2025Q1: 4,225 shares; 2025Q2: 5,334 shares; 2025Q3: 11,678 shares; 2025Q4: 18,120 shares 18,120 $169K <0.01% +6,442 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,843 shares; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 1,335 shares; 2025Q4: 3,342 shares 3,342 $169K <0.01% +2,007 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 494 shares; 2025Q1: 550 shares; 2025Q2: 420 shares; 2025Q3: 2,833 shares; 2025Q4: 2,878 shares 2,878 $168K <0.01% +45 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,336 shares; 2025Q1: 3,068 shares; 2025Q2: 1,971 shares; 2025Q3: 982 shares; 2025Q4: 824 shares 824 $168K <0.01% -158 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 4,227 shares; 2025Q4: 5,167 shares 5,167 $168K <0.01% +940 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 917 shares; 2025Q1: 1,395 shares; 2025Q2: 1,035 shares; 2025Q3: 905 shares; 2025Q4: 705 shares 705 $168K <0.01% -200 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: 2,297 shares; 2025Q3: 1,012 shares; 2025Q4: 2,362 shares 2,362 $168K <0.01% +1,350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,247 shares; 2025Q1: 7,076 shares; 2025Q2: 8,292 shares; 2025Q3: 8,673 shares; 2025Q4: 4,312 shares 4,312 $168K <0.01% -4,361 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 39,383 shares; 2025Q1: 4,193 shares; 2025Q2: 4,466 shares; 2025Q3: 2,422 shares; 2025Q4: 1,655 shares 1,655 $168K <0.01% -767 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 418 shares; 2025Q1: 510 shares; 2025Q2: 1,985 shares; 2025Q3: 1,886 shares; 2025Q4: 1,866 shares 1,866 $168K <0.01% -20 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 67 shares; 2025Q1: 68 shares; 2025Q2: 45 shares; 2025Q3: 67 shares; 2025Q4: 78 shares 78 $168K <0.01% +11 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 738 shares; 2025Q1: 1,387 shares; 2025Q2: 616 shares; 2025Q3: 1,258 shares; 2025Q4: 2,704 shares 2,704 $168K <0.01% +1,446 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 273 shares; 2025Q1: 266 shares; 2025Q2: 226 shares; 2025Q3: 134 shares; 2025Q4: 99 shares 99 $167K <0.01% -35 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 6,100 shares; 2025Q3: 7,900 shares; 2025Q4: 8,639 shares 8,639 $167K <0.01% +739 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,808 shares; 2024Q4: 12,683 shares; 2025Q1: 13,008 shares; 2025Q2: 12,958 shares; 2025Q3: 13,432 shares; 2025Q4: 14,623 shares 14,623 $167K <0.01% +1,191 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,222 shares; 2025Q1: 1,104 shares; 2025Q2: 1,477 shares; 2025Q3: 2,011 shares; 2025Q4: 2,156 shares 2,156 $167K <0.01% +145 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 195 shares; 2025Q1: 201 shares; 2025Q2: 882 shares; 2025Q3: 879 shares; 2025Q4: 942 shares 942 $166K <0.01% +63 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,621 shares; 2025Q3: 3,723 shares; 2025Q4: 4,698 shares 4,698 $166K <0.01% +975 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 7,058 shares; 2025Q3: 6,257 shares; 2025Q4: 6,494 shares 6,494 $166K <0.01% +237 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 5,177 shares; 2025Q1: 5,195 shares; 2025Q2: 5,215 shares; 2025Q3: 5,236 shares; 2025Q4: 5,257 shares 5,257 $165K <0.01% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,164 shares; 2025Q1: 2,645 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,483 shares 3,483 $165K <0.01% +446 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,807 shares; 2024Q4: 5,699 shares; 2025Q1: 554,022 shares; 2025Q2: 12,121 shares; 2025Q3: 344,765 shares; 2025Q4: 7,103 shares 7,103 $165K <0.01% -337,662 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,936 shares; 2024Q4: 34,693 shares; 2025Q1: 34,877 shares; 2025Q2: 34,122 shares; 2025Q3: 32,318 shares; 2025Q4: 31,037 shares 31,037 $164K <0.01% -1,281 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 774 shares; 2025Q1: 849 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 786 shares 786 $164K <0.01% -62 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 303 shares; 2025Q1: 297 shares; 2025Q2: 100 shares; 2025Q3: 361 shares; 2025Q4: 465 shares 465 $164K <0.01% +104 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,402 shares; 2024Q4: 4,963 shares; 2025Q1: 3,237 shares; 2025Q2: 1,612 shares; 2025Q3: 1,366 shares; 2025Q4: 1,028 shares 1,028 $164K <0.01% -338 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,722 shares; 2024Q4: 2,870 shares; 2025Q1: 2,436 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,298 shares 1,298 $163K <0.01% +1 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 32 shares; 2025Q3: 463 shares; 2025Q4: 3,836 shares 3,836 $163K <0.01% +3,373 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,439 shares; 2025Q4: 3,241 shares 3,241 $163K <0.01% +1,802 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 2,165 shares; 2025Q1: 2,049 shares; 2025Q2: 1,428 shares; 2025Q3: 1,244 shares; 2025Q4: 1,218 shares 1,218 $163K <0.01% -26 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,432 shares; 2025Q1: 1,314 shares; 2025Q2: 979 shares; 2025Q3: 981 shares; 2025Q4: 1,504 shares 1,504 $162K <0.01% +523 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 205 shares; 2025Q1: 467 shares; 2025Q2: 4,952 shares; 2025Q3: 5,233 shares; 2025Q4: 4,984 shares 4,984 $162K <0.01% -249 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 1,962 shares; 2025Q4: 1,702 shares 1,702 $162K <0.01% -260 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,146 shares; 2024Q4: 8,372 shares; 2025Q1: 14,639 shares; 2025Q2: 16,183 shares; 2025Q3: 3,976 shares; 2025Q4: 3,911 shares 3,911 $162K <0.01% -65 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 769 shares; 2025Q1: 841 shares; 2025Q2: 661 shares; 2025Q3: 723 shares; 2025Q4: 815 shares 815 $161K <0.01% +92 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 2,487 shares; 2025Q1: 2,487 shares; 2025Q2: 2,750 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares 2,487 $161K <0.01% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,113 shares; 2025Q1: 1,965 shares; 2025Q2: 1,300 shares; 2025Q3: 1,271 shares; 2025Q4: 1,740 shares 1,740 $161K <0.01% +469 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 1,863 shares; 2025Q3: 4,319 shares; 2025Q4: 4,223 shares 4,223 $160K <0.01% -96 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: 890 shares; 2025Q2: 2,190 shares; 2025Q3: 4,304 shares; 2025Q4: 7,242 shares 7,242 $160K <0.01% +2,938 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 7,165 shares; 2025Q1: 7,079 shares; 2025Q2: 387 shares; 2025Q3: 1,639 shares; 2025Q4: 4,959 shares 4,959 $160K <0.01% +3,320 Timeline