BIL 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: 780,612 shares; 2024Q4: 938,605 shares; 2025Q1: 646,197 shares; 2025Q2: 423,442 shares; 2025Q3: 1,062,922 shares; 2025Q4: 1,163,796 shares 1,163,796 $106M 13.64% +100,874 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,711 shares; 2024Q4: 69,071 shares; 2025Q1: 86,251 shares; 2025Q2: 87,626 shares; 2025Q3: 67,493 shares; 2025Q4: 71,275 shares 71,275 $43.8M 5.62% +3,782 Timeline VGK 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: 449,949 shares; 2024Q4: 509,748 shares; 2025Q1: 385,343 shares; 2025Q2: 522,736 shares; 2025Q3: 746,587 shares; 2025Q4: 496,393 shares 496,393 $41.5M 5.32% -250,194 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,200 shares; 2024Q4: 348,431 shares; 2025Q1: 450,222 shares; 2025Q2: 490,448 shares; 2025Q3: 577,911 shares; 2025Q4: 641,279 shares 641,279 $37.1M 4.76% +63,368 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: 474,027 shares; 2024Q4: 382,175 shares; 2025Q1: 650,438 shares; 2025Q2: 426,169 shares; 2025Q3: 465,094 shares; 2025Q4: 933,179 shares 933,179 $27.3M 3.5% +468,085 Timeline VTV 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: 87,812 shares; 2024Q4: 93,607 shares; 2025Q1: 113,511 shares; 2025Q2: 126,519 shares; 2025Q3: 145,365 shares; 2025Q4: 131,556 shares 131,556 $25.1M 3.22% -13,809 Timeline PRSD 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 964,197 shares 964,197 $24.2M 3.1% new Timeline SPTI 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: 409,355 shares; 2024Q4: 303,727 shares; 2025Q1: 329,952 shares; 2025Q2: 613,111 shares; 2025Q3: 440,017 shares; 2025Q4: 814,416 shares 814,416 $23.5M 3.01% +374,399 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,854 shares; 2024Q4: 496,324 shares; 2025Q1: 481,831 shares; 2025Q2: 630,359 shares; 2025Q3: 456,104 shares; 2025Q4: 491,441 shares 491,441 $23M 2.95% +35,337 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 9,764 shares; 2025Q1: 13,091 shares; 2025Q2: 17,618 shares; 2025Q3: 19,000 shares; 2025Q4: 32,873 shares 32,873 $22.4M 2.87% +13,873 Timeline VUG 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: 39,744 shares; 2024Q4: 33,733 shares; 2025Q1: 35,446 shares; 2025Q2: 52,483 shares; 2025Q3: 39,248 shares; 2025Q4: 42,397 shares 42,397 $20.7M 2.65% +3,149 Timeline SGOV 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: 150,375 shares; 2024Q4: 142,609 shares; 2025Q1: 217,394 shares; 2025Q2: 206,967 shares; 2025Q3: 135,224 shares; 2025Q4: 179,629 shares 179,629 $18M 2.31% +44,405 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,865 shares; 2024Q4: 48,415 shares; 2025Q1: 33,793 shares; 2025Q2: 45,146 shares; 2025Q3: 52,788 shares; 2025Q4: 38,643 shares 38,643 $15.3M 1.96% -14,145 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,365 shares; 2024Q4: 261,609 shares; 2025Q1: 350,684 shares; 2025Q2: 385,013 shares; 2025Q3: 282,654 shares; 2025Q4: 305,662 shares 305,662 $14.3M 1.84% +23,008 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 44,447 shares; 2025Q1: 45,312 shares; 2025Q2: 47,237 shares; 2025Q3: 48,605 shares; 2025Q4: 50,709 shares 50,709 $13.8M 1.77% +2,104 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,711 shares; 2024Q4: 166,801 shares; 2025Q1: 314,800 shares; 2025Q2: 337,163 shares; 2025Q3: 227,299 shares; 2025Q4: 452,966 shares 452,966 $13.7M 1.75% +225,667 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: 292,270 shares; 2024Q4: 332,179 shares; 2025Q1: 253,040 shares; 2025Q2: 262,140 shares; 2025Q3: 297,414 shares; 2025Q4: 317,563 shares 317,563 $10.9M 1.4% +20,149 Timeline MBB 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: 79,821 shares; 2024Q4: 64,282 shares; 2025Q1: 86,221 shares; 2025Q2: 81,466 shares; 2025Q3: 69,804 shares; 2025Q4: 84,877 shares 84,877 $8.08M 1.04% +15,073 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,419 shares; 2024Q4: 117,318 shares; 2025Q1: 147,583 shares; 2025Q2: 159,201 shares; 2025Q3: 117,826 shares; 2025Q4: 220,218 shares 220,218 $7.45M 0.95% +102,392 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,686 shares; 2024Q4: 28,305 shares; 2025Q1: 22,803 shares; 2025Q2: 29,157 shares; 2025Q3: 32,600 shares; 2025Q4: 38,844 shares 38,844 $7.24M 0.93% +6,244 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,645 shares; 2024Q4: 106,292 shares; 2025Q1: 200,189 shares; 2025Q2: 186,306 shares; 2025Q3: 171,947 shares; 2025Q4: 251,361 shares 251,361 $6.65M 0.85% +79,414 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: 395,557 shares; 2024Q4: 318,854 shares; 2025Q1: 342,560 shares; 2025Q2: 361,038 shares; 2025Q3: 421,463 shares; 2025Q4: 478,361 shares 478,361 $6.34M 0.81% +56,898 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,799 shares; 2024Q4: 29,587 shares; 2025Q1: 30,803 shares; 2025Q2: 34,321 shares; 2025Q3: 39,155 shares; 2025Q4: 56,341 shares 56,341 $6.19M 0.79% +17,186 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 4,937 shares; 2025Q1: 4,951 shares; 2025Q2: 6,085 shares; 2025Q3: 7,171 shares; 2025Q4: 8,937 shares 8,937 $4.32M 0.55% +1,766 Timeline SPHY 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: 196,864 shares; 2024Q4: 207,311 shares; 2025Q1: 212,889 shares; 2025Q2: 227,697 shares; 2025Q3: 153,282 shares; 2025Q4: 173,276 shares 173,276 $4.1M 0.53% +19,994 Timeline EMB 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: 32,368 shares; 2024Q4: 35,184 shares; 2025Q1: 43,629 shares; 2025Q2: 47,593 shares; 2025Q3: 33,093 shares; 2025Q4: 37,064 shares 37,064 $3.57M 0.46% +3,971 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,004 shares; 2025Q1: 12,370 shares; 2025Q2: 14,177 shares; 2025Q3: 17,403 shares; 2025Q4: 31,136 shares 31,136 $3.47M 0.44% +13,733 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,965 shares; 2025Q1: 5,204 shares; 2025Q2: 5,466 shares; 2025Q3: 6,723 shares; 2025Q4: 7,589 shares 7,589 $3.41M 0.44% +866 Timeline SHV 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: 15,647 shares; 2024Q4: 14,799 shares; 2025Q1: 22,615 shares; 2025Q2: 26,989 shares; 2025Q3: 26,264 shares; 2025Q4: 29,401 shares 29,401 $3.24M 0.42% +3,137 Timeline FALN 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: 87,711 shares; 2024Q4: 94,179 shares; 2025Q1: 96,188 shares; 2025Q2: 68,426 shares; 2025Q3: 125,249 shares; 2025Q4: 116,426 shares 116,426 $3.18M 0.41% -8,823 Timeline IVV 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: 1,055 shares; 2024Q4: 2,550 shares; 2025Q1: 2,446 shares; 2025Q2: 2,543 shares; 2025Q3: 2,347 shares; 2025Q4: 4,380 shares 4,380 $3M 0.38% +2,033 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,334 shares; 2024Q4: 6,490 shares; 2025Q1: 7,396 shares; 2025Q2: 10,636 shares; 2025Q3: 12,342 shares; 2025Q4: 12,331 shares 12,331 $2.85M 0.37% -11 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 6,478 shares; 2025Q1: 7,043 shares; 2025Q2: 6,258 shares; 2025Q3: 7,351 shares; 2025Q4: 8,086 shares 8,086 $2.8M 0.36% +735 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,227 shares; 2024Q4: 7,055 shares; 2025Q1: 7,002 shares; 2025Q2: 8,050 shares; 2025Q3: 9,092 shares; 2025Q4: 8,849 shares 8,849 $2.77M 0.36% -243 Timeline VNQ 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: 21,691 shares; 2024Q4: 22,724 shares; 2025Q1: 18,205 shares; 2025Q2: 32,325 shares; 2025Q3: 37,199 shares; 2025Q4: 26,055 shares 26,055 $2.31M 0.3% -11,144 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 14,266 shares; 2025Q1: 7,385 shares; 2025Q2: 14,566 shares; 2025Q3: 5,769 shares; 2025Q4: 22,352 shares 22,352 $2.09M 0.27% +16,583 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 2,170 shares; 2025Q1: 1,632 shares; 2025Q2: 1,842 shares; 2025Q3: 2,363 shares; 2025Q4: 3,106 shares 3,106 $2.05M 0.26% +743 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 5,454 shares; 2025Q1: not reported; 2025Q2: 6,312 shares; 2025Q3: 9,022 shares; 2025Q4: 11,669 shares 11,669 $2M 0.26% +2,647 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 1,022 shares; 2025Q1: 860 shares; 2025Q2: 265 shares; 2025Q3: 297 shares; 2025Q4: 1,843 shares 1,843 $1.98M 0.25% +1,546 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 4,349 shares; 2025Q1: 2,795 shares; 2025Q2: 2,793 shares; 2025Q3: 3,252 shares; 2025Q4: 5,683 shares 5,683 $1.96M 0.25% +2,431 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,790 shares; 2024Q4: 151,838 shares; 2025Q1: 19,578 shares; 2025Q2: 19,985 shares; 2025Q3: 33,997 shares; 2025Q4: 38,680 shares 38,680 $1.92M 0.25% +4,683 Timeline EVLN 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: 12,835 shares; 2025Q3: 28,240 shares; 2025Q4: 38,703 shares 38,703 $1.91M 0.25% +10,463 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,913 shares; 2025Q4: 38,154 shares 38,154 $1.91M 0.25% +25,241 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,372 shares; 2025Q3: 62,198 shares; 2025Q4: 80,389 shares 80,389 $1.91M 0.24% +18,191 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,381 shares; 2024Q4: not reported; 2025Q1: 5,755 shares; 2025Q2: 5,027 shares; 2025Q3: 5,295 shares; 2025Q4: 19,386 shares 19,386 $1.89M 0.24% +14,091 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,756 shares; 2024Q4: 12,950 shares; 2025Q1: 7,906 shares; 2025Q2: 13,138 shares; 2025Q3: 16,151 shares; 2025Q4: 15,241 shares 15,241 $1.87M 0.24% -910 Timeline JBBB 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: 14,198 shares; 2025Q3: 31,288 shares; 2025Q4: 39,063 shares 39,063 $1.86M 0.24% +7,775 Timeline HYGV 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: 16,401 shares; 2025Q3: 35,534 shares; 2025Q4: 44,029 shares 44,029 $1.79M 0.23% +8,495 Timeline BKLN 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: 36,643 shares; 2025Q3: 77,206 shares; 2025Q4: 84,217 shares 84,217 $1.77M 0.23% +7,011 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 27,582 shares; 2025Q3: 60,261 shares; 2025Q4: 65,971 shares 65,971 $1.75M 0.22% +5,710 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,941 shares; 2025Q3: 32,872 shares; 2025Q4: 36,612 shares 36,612 $1.68M 0.22% +3,740 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,766 shares; 2025Q4: 4,789 shares 4,789 $1.68M 0.21% +2,023 Timeline JAAA 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: 14,659 shares; 2025Q3: 30,061 shares; 2025Q4: 32,553 shares 32,553 $1.65M 0.21% +2,492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,592 shares; 2025Q3: 27,768 shares; 2025Q4: 30,415 shares 30,415 $1.61M 0.21% +2,647 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,814 shares; 2024Q4: 8,493 shares; 2025Q1: 5,784 shares; 2025Q2: 5,786 shares; 2025Q3: 7,709 shares; 2025Q4: 8,957 shares 8,957 $1.59M 0.2% +1,248 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,192 shares; 2025Q4: 55,032 shares 55,032 $1.59M 0.2% -9,160 Timeline FPX 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: 6,176 shares; 2024Q4: 8,750 shares; 2025Q1: 11,149 shares; 2025Q2: 7,030 shares; 2025Q3: 8,950 shares; 2025Q4: 9,682 shares 9,682 $1.58M 0.2% +732 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 12,248 shares; 2025Q3: 12,955 shares; 2025Q4: 15,575 shares 15,575 $1.56M 0.2% +2,620 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: 5,809 shares; 2024Q4: 5,891 shares; 2025Q1: 5,697 shares; 2025Q2: 4,751 shares; 2025Q3: 4,257 shares; 2025Q4: 15,126 shares 15,126 $1.55M 0.2% +10,869 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 46,269 shares; 2025Q2: 49,316 shares; 2025Q3: 66,022 shares; 2025Q4: 68,345 shares 68,345 $1.53M 0.2% +2,323 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,478 shares; 2025Q3: 27,291 shares; 2025Q4: 29,556 shares 29,556 $1.53M 0.2% +2,265 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,422 shares; 2025Q3: 31,365 shares; 2025Q4: 35,606 shares 35,606 $1.53M 0.2% +4,241 Timeline FLOT 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: 12,597 shares; 2025Q3: 27,665 shares; 2025Q4: 29,346 shares 29,346 $1.49M 0.19% +1,681 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 7,164 shares; 2025Q3: 21,864 shares; 2025Q4: 23,146 shares 23,146 $1.49M 0.19% +1,282 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,497 shares; 2025Q3: 27,624 shares; 2025Q4: 29,754 shares 29,754 $1.48M 0.19% +2,130 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,235 shares; 2025Q1: 2,744 shares; 2025Q2: 2,891 shares; 2025Q3: 3,846 shares; 2025Q4: 5,059 shares 5,059 $1.47M 0.19% +1,213 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,461 shares; 2025Q3: 25,370 shares; 2025Q4: 27,785 shares 27,785 $1.47M 0.19% +2,415 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,777 shares; 2025Q4: 2,515 shares 2,515 $1.46M 0.19% +738 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 437 shares; 2025Q2: 1,274 shares; 2025Q3: 592 shares; 2025Q4: 2,904 shares 2,904 $1.46M 0.19% +2,312 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,840 shares; 2025Q1: 2,989 shares; 2025Q2: 2,836 shares; 2025Q3: 4,379 shares; 2025Q4: 6,389 shares 6,389 $1.45M 0.19% +2,010 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,245 shares; 2024Q4: 13,634 shares; 2025Q1: 11,605 shares; 2025Q2: 10,069 shares; 2025Q3: 9,537 shares; 2025Q4: 11,950 shares 11,950 $1.44M 0.18% +2,413 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,857 shares; 2025Q3: 40,231 shares; 2025Q4: 34,659 shares 34,659 $1.43M 0.18% -5,572 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,881 shares; 2025Q1: 3,650 shares; 2025Q2: 3,592 shares; 2025Q3: 4,814 shares; 2025Q4: 6,706 shares 6,706 $1.4M 0.18% +1,892 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,352 shares; 2025Q1: 2,970 shares; 2025Q2: 3,336 shares; 2025Q3: 3,952 shares; 2025Q4: 4,922 shares 4,922 $1.39M 0.18% +970 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,913 shares; 2025Q3: 28,330 shares; 2025Q4: 28,080 shares 28,080 $1.39M 0.18% -250 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 4,583 shares; 2025Q1: not reported; 2025Q2: 5,377 shares; 2025Q3: 7,011 shares; 2025Q4: 10,094 shares 10,094 $1.39M 0.18% +3,083 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,040 shares 2,040 $1.37M 0.18% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 17,168 shares; 2025Q1: 16,141 shares; 2025Q2: 6,645 shares; 2025Q3: 17,304 shares; 2025Q4: 17,175 shares 17,175 $1.36M 0.17% -129 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,380 shares; 2025Q3: 45,906 shares; 2025Q4: 49,865 shares 49,865 $1.33M 0.17% +3,959 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: 4,714 shares; 2024Q4: 13,705 shares; 2025Q1: 12,771 shares; 2025Q2: 11,961 shares; 2025Q3: 14,108 shares; 2025Q4: 13,868 shares 13,868 $1.33M 0.17% -240 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 1,012 shares; 2025Q1: 1,109 shares; 2025Q2: 1,195 shares; 2025Q3: 1,128 shares; 2025Q4: 2,171 shares 2,171 $1.33M 0.17% +1,043 Timeline ICSH 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: 11,953 shares; 2025Q3: 26,405 shares; 2025Q4: 25,601 shares 25,601 $1.29M 0.17% -804 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,050 shares; 2025Q3: 26,665 shares; 2025Q4: 25,468 shares 25,468 $1.28M 0.16% -1,197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,365 shares; 2025Q3: 28,561 shares; 2025Q4: 31,304 shares 31,304 $1.26M 0.16% +2,743 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 4,167 shares; 2025Q1: 4,703 shares; 2025Q2: 4,055 shares; 2025Q3: 4,895 shares; 2025Q4: 7,811 shares 7,811 $1.26M 0.16% +2,916 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,566 shares; 2024Q4: 33,499 shares; 2025Q1: 18,024 shares; 2025Q2: 15,969 shares; 2025Q3: 15,472 shares; 2025Q4: 56,434 shares 56,434 $1.26M 0.16% +40,962 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,763 shares; 2025Q4: 12,637 shares 12,637 $1.25M 0.16% +3,874 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: 4,368 shares; 2024Q4: 4,505 shares; 2025Q1: 5,049 shares; 2025Q2: 4,229 shares; 2025Q3: 5,587 shares; 2025Q4: 7,746 shares 7,746 $1.23M 0.16% +2,159 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: not reported; 2024Q4: 2,208 shares; 2025Q1: 2,403 shares; 2025Q2: not reported; 2025Q3: 2,680 shares; 2025Q4: 5,116 shares 5,116 $1.23M 0.16% +2,436 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 957 shares; 2025Q1: 1,064 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,206 shares 2,206 $1.22M 0.16% new Timeline CGMS 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: 18,676 shares; 2025Q3: 40,448 shares; 2025Q4: 44,148 shares 44,148 $1.22M 0.16% +3,700 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 4,107 shares; 2025Q1: 4,166 shares; 2025Q2: 3,965 shares; 2025Q3: 4,021 shares; 2025Q4: 8,423 shares 8,423 $1.21M 0.15% +4,402 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,139 shares; 2024Q4: 7,879 shares; 2025Q1: 8,529 shares; 2025Q2: 9,398 shares; 2025Q3: 10,854 shares; 2025Q4: 14,257 shares 14,257 $1.19M 0.15% +3,403 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,234 shares; 2025Q1: 2,957 shares; 2025Q2: 3,105 shares; 2025Q3: 3,729 shares; 2025Q4: 5,922 shares 5,922 $1.15M 0.15% +2,193 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,605 shares; 2024Q4: 8,908 shares; 2025Q1: 8,210 shares; 2025Q2: 6,978 shares; 2025Q3: 15,862 shares; 2025Q4: 20,776 shares 20,776 $1.13M 0.15% +4,914 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,527 shares; 2025Q1: 3,105 shares; 2025Q2: 3,364 shares; 2025Q3: 3,120 shares; 2025Q4: 4,919 shares 4,919 $1.12M 0.14% +1,799 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,037 shares; 2024Q4: 17,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,936 shares 29,936 $1.1M 0.14% 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: 833 shares; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 1,159 shares; 2025Q3: not reported; 2025Q4: 3,229 shares 3,229 $1.1M 0.14% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,001 shares; 2024Q4: 7,716 shares; 2025Q1: 1,747 shares; 2025Q2: 6,061 shares; 2025Q3: 5,800 shares; 2025Q4: 7,142 shares 7,142 $1.09M 0.14% +1,342 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 11,938 shares; 2025Q1: 5,997 shares; 2025Q2: 11,663 shares; 2025Q3: 5,430 shares; 2025Q4: 16,084 shares 16,084 $1.08M 0.14% +10,654 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 2,065 shares; 2025Q1: 2,002 shares; 2025Q2: 2,391 shares; 2025Q3: 2,840 shares; 2025Q4: 3,404 shares 3,404 $1.07M 0.14% +564 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: 10,572 shares; 2024Q4: 7,716 shares; 2025Q1: 16,706 shares; 2025Q2: 8,502 shares; 2025Q3: 11,134 shares; 2025Q4: 15,132 shares 15,132 $1.06M 0.14% +3,998 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: 3,368 shares; 2024Q4: 3,876 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,836 shares 9,836 $1.05M 0.14% new Timeline VOO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 1,669 shares 1,669 $1.05M 0.13% +1,127 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,042 shares; 2025Q4: 17,318 shares 17,318 $1.05M 0.13% +6,276 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: not reported; 2024Q4: not reported; 2025Q1: 10,552 shares; 2025Q2: 5,349 shares; 2025Q3: 5,912 shares; 2025Q4: 13,521 shares 13,521 $1.05M 0.13% +7,609 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,895 shares; 2025Q1: 34,671 shares; 2025Q2: 40,837 shares; 2025Q3: 49,060 shares; 2025Q4: 48,157 shares 48,157 $1.02M 0.13% -903 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,103 shares; 2025Q1: not reported; 2025Q2: 1,968 shares; 2025Q3: not reported; 2025Q4: 3,990 shares 3,990 $1.02M 0.13% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 3,068 shares; 2025Q1: 3,467 shares; 2025Q2: 3,849 shares; 2025Q3: 5,033 shares; 2025Q4: 6,217 shares 6,217 $1.02M 0.13% +1,184 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: not reported; 2025Q4: 6,230 shares 6,230 $1M 0.13% new Timeline PEP PEPSICO INC More: the full row for PEPSICO 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: 6,904 shares 6,904 $991K 0.13% new 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: 8,245 shares; 2024Q4: 8,967 shares; 2025Q1: 11,630 shares; 2025Q2: 12,656 shares; 2025Q3: 14,563 shares; 2025Q4: 21,887 shares 21,887 $975K 0.13% +7,324 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,339 shares; 2025Q2: 30,156 shares; 2025Q3: 28,398 shares; 2025Q4: 36,711 shares 36,711 $964K 0.12% +8,313 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,333 shares; 2025Q1: 28,429 shares; 2025Q2: 33,184 shares; 2025Q3: 38,142 shares; 2025Q4: 37,663 shares 37,663 $948K 0.12% -479 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,700 shares 3,700 $933K 0.12% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 7,925 shares; 2025Q1: 6,024 shares; 2025Q2: 5,467 shares; 2025Q3: 1,584 shares; 2025Q4: 4,493 shares 4,493 $930K 0.12% +2,909 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 1,210 shares; 2025Q1: 3,308 shares; 2025Q2: 1,561 shares; 2025Q3: not reported; 2025Q4: 1,905 shares 1,905 $921K 0.12% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,928 shares; 2024Q4: 16,942 shares; 2025Q1: 16,942 shares; 2025Q2: 28,517 shares; 2025Q3: 27,508 shares; 2025Q4: 17,247 shares 17,247 $920K 0.12% -10,261 Timeline UMAR 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: 43,556 shares; 2025Q1: 35,377 shares; 2025Q2: 38,473 shares; 2025Q3: 23,628 shares; 2025Q4: 23,035 shares 23,035 $920K 0.12% -593 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,597 shares; 2025Q4: 2,433 shares 2,433 $912K 0.12% +836 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,333 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,728 shares 10,728 $905K 0.12% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,433 shares 8,433 $900K 0.12% new Timeline FPXI 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: 4,901 shares; 2025Q2: 6,402 shares; 2025Q3: 14,472 shares; 2025Q4: 15,135 shares 15,135 $895K 0.11% +663 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,792 shares; 2025Q1: 3,329 shares; 2025Q2: 7,039 shares; 2025Q3: 10,167 shares; 2025Q4: 11,117 shares 11,117 $892K 0.11% +950 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 34,439 shares 34,439 $892K 0.11% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 5,636 shares; 2025Q3: 6,650 shares; 2025Q4: 2,698 shares 2,698 $869K 0.11% -3,952 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 5,317 shares; 2025Q1: 4,607 shares; 2025Q2: 5,634 shares; 2025Q3: 5,123 shares; 2025Q4: 6,262 shares 6,262 $856K 0.11% +1,139 Timeline FIIG 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: 31,083 shares; 2024Q4: 31,117 shares; 2025Q1: 39,711 shares; 2025Q2: 40,318 shares; 2025Q3: 43,733 shares; 2025Q4: 40,303 shares 40,303 $854K 0.11% -3,430 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,960 shares 14,960 $850K 0.11% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,052 shares 11,052 $841K 0.11% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,486 shares 2,486 $836K 0.11% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH 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: 1,695 shares; 2025Q2: 4,621 shares; 2025Q3: 2,178 shares; 2025Q4: 2,525 shares 2,525 $834K 0.11% +347 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares 2,416 $822K 0.11% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares 1,002 $811K 0.1% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares 1,510 $789K 0.1% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,931 shares; 2025Q3: 2,156 shares; 2025Q4: 2,396 shares 2,396 $784K 0.1% +240 Timeline UAUG 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: 19,571 shares; 2025Q4: 19,571 shares 19,571 $781K 0.1% 0 Timeline PFE PFIZER INC More: the full row for PFIZER 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: 23,999 shares; 2025Q4: 30,822 shares 30,822 $767K 0.1% +6,823 Timeline MKSI MKS INC. More: the full row for MKS 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: 2,970 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,784 shares 4,784 $764K 0.1% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares 1 $755K 0.1% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,049 shares; 2025Q1: 3,548 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,870 shares 7,870 $750K 0.1% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,035 shares; 2025Q1: 1,189 shares; 2025Q2: 1,996 shares; 2025Q3: 2,143 shares; 2025Q4: 2,641 shares 2,641 $743K 0.1% +498 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,438 shares; 2025Q2: 1,739 shares; 2025Q3: 1,764 shares; 2025Q4: 3,416 shares 3,416 $742K 0.1% +1,652 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER 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: 47,555 shares; 2025Q2: 51,128 shares; 2025Q3: 56,647 shares; 2025Q4: 50,112 shares 50,112 $740K 0.09% -6,535 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: 3,954 shares 3,954 $730K 0.09% +1,857 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 821 shares; 2025Q3: 962 shares; 2025Q4: 1,192 shares 1,192 $723K 0.09% +230 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 893 shares; 2025Q1: 816 shares; 2025Q2: 802 shares; 2025Q3: 784 shares; 2025Q4: 773 shares 773 $721K 0.09% -11 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,208 shares; 2024Q4: 26,994 shares; 2025Q1: 24,708 shares; 2025Q2: 17,123 shares; 2025Q3: 17,045 shares; 2025Q4: 17,579 shares 17,579 $716K 0.09% +534 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,817 shares; 2025Q4: 6,228 shares 6,228 $715K 0.09% +2,411 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,832 shares; 2025Q3: 3,149 shares; 2025Q4: 5,059 shares 5,059 $708K 0.09% +1,910 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 3,711 shares; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 2,346 shares; 2025Q4: 3,248 shares 3,248 $696K 0.09% +902 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,558 shares; 2024Q4: not reported; 2025Q1: 14,509 shares; 2025Q2: 15,517 shares; 2025Q3: 6,793 shares; 2025Q4: 15,233 shares 15,233 $695K 0.09% +8,440 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,329 shares; 2025Q4: 26,916 shares 26,916 $693K 0.09% +2,587 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,834 shares 9,834 $687K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,930 shares 3,930 $685K 0.09% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,691 shares; 2025Q4: 2,380 shares 2,380 $679K 0.09% -8,311 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,129 shares; 2025Q3: 8,489 shares; 2025Q4: 14,890 shares 14,890 $661K 0.08% +6,401 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,246 shares; 2024Q4: 8,506 shares; 2025Q1: 6,593 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,050 shares 14,050 $647K 0.08% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,280 shares; 2025Q1: 2,835 shares; 2025Q2: 5,805 shares; 2025Q3: not reported; 2025Q4: 10,103 shares 10,103 $646K 0.08% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,871 shares 12,871 $642K 0.08% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,168 shares 6,168 $635K 0.08% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,979 shares; 2024Q4: 17,968 shares; 2025Q1: 14,179 shares; 2025Q2: 27,096 shares; 2025Q3: 32,552 shares; 2025Q4: 11,739 shares 11,739 $633K 0.08% -20,813 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: not reported; 2024Q4: 16,355 shares; 2025Q1: 12,926 shares; 2025Q2: 10,588 shares; 2025Q3: 9,325 shares; 2025Q4: 25,804 shares 25,804 $631K 0.08% +16,479 Timeline XLK 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: 1,454 shares; 2024Q4: 1,777 shares; 2025Q1: 1,004 shares; 2025Q2: 1,128 shares; 2025Q3: 1,486 shares; 2025Q4: 4,363 shares 4,363 $628K 0.08% +2,877 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 10,245 shares; 2025Q1: 8,686 shares; 2025Q2: 7,016 shares; 2025Q3: 6,399 shares; 2025Q4: 8,483 shares 8,483 $625K 0.08% +2,084 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,309 shares 5,309 $622K 0.08% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 3,158 shares; 2025Q1: 2,857 shares; 2025Q2: 2,550 shares; 2025Q3: 2,771 shares; 2025Q4: 2,368 shares 2,368 $614K 0.08% -403 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares 1,041 $603K 0.08% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,273 shares 6,273 $603K 0.08% new Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,959 shares 3,959 $590K 0.08% new Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,086 shares; 2025Q1: 10,347 shares; 2025Q2: 8,683 shares; 2025Q3: 20,208 shares; 2025Q4: 22,403 shares 22,403 $587K 0.08% +2,195 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,674 shares; 2025Q4: 8,709 shares 8,709 $585K 0.08% +5,035 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,510 shares; 2025Q4: 9,602 shares 9,602 $584K 0.07% +3,092 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 6,185 shares; 2025Q1: 4,690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,693 shares 11,693 $584K 0.07% new Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,982 shares; 2024Q4: 12,566 shares; 2025Q1: 15,666 shares; 2025Q2: 12,064 shares; 2025Q3: 15,007 shares; 2025Q4: 16,179 shares 16,179 $572K 0.07% +1,172 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,196 shares; 2024Q4: 9,430 shares; 2025Q1: 9,467 shares; 2025Q2: 9,351 shares; 2025Q3: 8,930 shares; 2025Q4: 9,058 shares 9,058 $566K 0.07% +128 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,383 shares 4,383 $566K 0.07% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,658 shares 7,658 $563K 0.07% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,197 shares; 2024Q4: 22,979 shares; 2025Q1: 16,246 shares; 2025Q2: 3,510 shares; 2025Q3: 4,991 shares; 2025Q4: 7,168 shares 7,168 $552K 0.07% +2,177 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY 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: 6,850 shares 6,850 $550K 0.07% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 971 shares 971 $545K 0.07% new Timeline IEFA 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: 5,860 shares 5,860 $524K 0.07% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,078 shares 5,078 $521K 0.07% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 11,362 shares 11,362 $512K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,823 shares; 2025Q3: 5,841 shares; 2025Q4: 5,872 shares 5,872 $511K 0.07% +31 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,682 shares; 2025Q2: 4,280 shares; 2025Q3: 5,065 shares; 2025Q4: 6,201 shares 6,201 $509K 0.07% +1,136 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,442 shares; 2024Q4: not reported; 2025Q1: 9,490 shares; 2025Q2: 3,888 shares; 2025Q3: 3,385 shares; 2025Q4: 3,123 shares 3,123 $508K 0.07% -262 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,567 shares 7,567 $506K 0.06% new Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,189 shares; 2025Q1: not reported; 2025Q2: 10,211 shares; 2025Q3: 14,864 shares; 2025Q4: 16,449 shares 16,449 $501K 0.06% +1,585 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,091 shares; 2025Q4: 12,658 shares 12,658 $500K 0.06% +5,567 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: 2,833 shares; 2024Q4: 2,451 shares; 2025Q1: 2,935 shares; 2025Q2: 5,684 shares; 2025Q3: 6,944 shares; 2025Q4: 8,360 shares 8,360 $499K 0.06% +1,416 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: 1,219 shares; 2025Q4: 2,860 shares 2,860 $496K 0.06% +1,641 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND 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: 14,519 shares; 2025Q3: 14,519 shares; 2025Q4: 14,519 shares 14,519 $495K 0.06% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,934 shares; 2024Q4: 10,711 shares; 2025Q1: 12,143 shares; 2025Q2: 3,892 shares; 2025Q3: 19,875 shares; 2025Q4: 8,428 shares 8,428 $492K 0.06% -11,447 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,856 shares; 2025Q4: 37,490 shares 37,490 $492K 0.06% -3,366 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: not reported; 2025Q1: 5,988 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,483 shares 4,483 $491K 0.06% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,901 shares 3,901 $490K 0.06% new Timeline QQQM 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: 1,703 shares; 2024Q4: 1,738 shares; 2025Q1: 1,698 shares; 2025Q2: 1,804 shares; 2025Q3: 1,639 shares; 2025Q4: 1,896 shares 1,896 $480K 0.06% +257 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,071 shares 6,071 $475K 0.06% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,399 shares; 2025Q1: 10,108 shares; 2025Q2: 9,552 shares; 2025Q3: 5,916 shares; 2025Q4: 5,730 shares 5,730 $475K 0.06% -186 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,747 shares 18,747 $474K 0.06% new Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,314 shares 16,314 $473K 0.06% new 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: not reported; 2024Q4: 4,753 shares; 2025Q1: 6,516 shares; 2025Q2: 7,613 shares; 2025Q3: 8,999 shares; 2025Q4: 11,898 shares 11,898 $464K 0.06% +2,899 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,066 shares; 2024Q4: 10,128 shares; 2025Q1: 9,420 shares; 2025Q2: 4,356 shares; 2025Q3: 9,724 shares; 2025Q4: 7,311 shares 7,311 $464K 0.06% -2,413 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,435 shares 12,435 $462K 0.06% new 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: not reported; 2024Q4: 19,349 shares; 2025Q1: 9,223 shares; 2025Q2: 9,821 shares; 2025Q3: 12,834 shares; 2025Q4: 15,696 shares 15,696 $459K 0.06% +2,862 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 1,965 shares; 2025Q4: 2,504 shares 2,504 $458K 0.06% +539 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,302 shares; 2024Q4: 16,018 shares; 2025Q1: 15,313 shares; 2025Q2: 11,664 shares; 2025Q3: 9,262 shares; 2025Q4: 8,875 shares 8,875 $454K 0.06% -387 Timeline ETSY ETSY INC More: the full row for ETSY 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: 4,332 shares; 2025Q2: not reported; 2025Q3: 6,471 shares; 2025Q4: 8,134 shares 8,134 $451K 0.06% +1,663 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP 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: 425 shares; 2025Q2: 488 shares; 2025Q3: 788 shares; 2025Q4: 1,152 shares 1,152 $451K 0.06% +364 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares; 2025Q4: 1,116 shares 1,116 $449K 0.06% +309 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,662 shares 6,662 $448K 0.06% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: 2,018 shares; 2025Q2: 2,563 shares; 2025Q3: 3,141 shares; 2025Q4: 3,780 shares 3,780 $448K 0.06% +639 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 4,748 shares; 2025Q4: 6,862 shares 6,862 $447K 0.06% +2,114 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,537 shares; 2025Q2: 18,201 shares; 2025Q3: 26,637 shares; 2025Q4: 30,604 shares 30,604 $446K 0.06% +3,967 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 816 shares; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 879 shares; 2025Q4: 1,141 shares 1,141 $444K 0.06% +262 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,992 shares 4,992 $444K 0.06% new Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH 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: 482 shares; 2025Q3: not reported; 2025Q4: 995 shares 995 $441K 0.06% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,114 shares; 2024Q4: 11,618 shares; 2025Q1: 10,589 shares; 2025Q2: 10,613 shares; 2025Q3: 12,034 shares; 2025Q4: 4,201 shares 4,201 $441K 0.06% -7,833 Timeline LYFT LYFT INC More: the full row for LYFT 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: 19,255 shares; 2025Q4: 22,747 shares 22,747 $441K 0.06% +3,492 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,684 shares; 2025Q4: 3,898 shares 3,898 $437K 0.06% +214 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 968 shares; 2025Q1: 962 shares; 2025Q2: 1,001 shares; 2025Q3: 991 shares; 2025Q4: 1,802 shares 1,802 $434K 0.06% +811 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,604 shares; 2025Q1: not reported; 2025Q2: 2,613 shares; 2025Q3: 2,512 shares; 2025Q4: 2,386 shares 2,386 $434K 0.06% -126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,829 shares; 2025Q4: 3,300 shares 3,300 $433K 0.06% -4,529 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES 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: 14,069 shares; 2025Q3: not reported; 2025Q4: 15,720 shares 15,720 $426K 0.05% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,942 shares; 2025Q1: 4,248 shares; 2025Q2: 1,012 shares; 2025Q3: 3,971 shares; 2025Q4: 1,874 shares 1,874 $424K 0.05% -2,097 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 10,309 shares; 2025Q1: 1,411 shares; 2025Q2: 1,332 shares; 2025Q3: 3,917 shares; 2025Q4: 1,427 shares 1,427 $423K 0.05% -2,490 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,224 shares 24,224 $420K 0.05% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,920 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,037 shares 9,037 $420K 0.05% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,102 shares 6,102 $420K 0.05% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,940 shares 14,940 $418K 0.05% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,668 shares; 2025Q2: 2,263 shares; 2025Q3: 2,137 shares; 2025Q4: 2,023 shares 2,023 $408K 0.05% -114 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 14,004 shares; 2025Q1: 14,688 shares; 2025Q2: 13,317 shares; 2025Q3: 10,841 shares; 2025Q4: 10,484 shares 10,484 $402K 0.05% -357 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: not reported; 2025Q3: not reported; 2025Q4: 3,770 shares 3,770 $398K 0.05% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,933 shares 62,933 $396K 0.05% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,880 shares 5,880 $396K 0.05% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,217 shares; 2024Q4: 31,520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,391 shares; 2025Q4: 16,333 shares 16,333 $392K 0.05% +6,942 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: not reported; 2024Q4: not reported; 2025Q1: 21,321 shares; 2025Q2: 18,597 shares; 2025Q3: 17,441 shares; 2025Q4: 13,878 shares 13,878 $392K 0.05% -3,563 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,162 shares 16,162 $392K 0.05% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,606 shares; 2024Q4: 12,257 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,301 shares; 2025Q4: 6,769 shares 6,769 $389K 0.05% -532 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,720 shares; 2024Q4: 7,784 shares; 2025Q1: not reported; 2025Q2: 5,064 shares; 2025Q3: 4,725 shares; 2025Q4: 4,406 shares 4,406 $389K 0.05% -319 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,746 shares 3,746 $384K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,208 shares; 2025Q4: 5,142 shares 5,142 $378K 0.05% +1,934 Timeline IVW 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: 1,907 shares; 2025Q4: 3,065 shares 3,065 $378K 0.05% +1,158 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 6,760 shares 6,760 $377K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,892 shares 2,892 $377K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,899 shares; 2025Q4: 7,497 shares 7,497 $375K 0.05% -402 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR 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: 516 shares; 2025Q3: 627 shares; 2025Q4: 646 shares 646 $370K 0.05% +19 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 3,987 shares; 2025Q1: 2,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,011 shares 2,011 $370K 0.05% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 4,842 shares; 2025Q1: not reported; 2025Q2: 3,609 shares; 2025Q3: 1,053 shares; 2025Q4: 1,599 shares 1,599 $365K 0.05% +546 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,432 shares 1,432 $362K 0.05% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,929 shares; 2025Q1: 1,698 shares; 2025Q2: 1,704 shares; 2025Q3: 1,900 shares; 2025Q4: 1,971 shares 1,971 $361K 0.05% +71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,599 shares 1,599 $361K 0.05% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 7,480 shares; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,798 shares; 2025Q4: 4,438 shares 4,438 $360K 0.05% +1,640 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,899 shares; 2025Q1: not reported; 2025Q2: 3,620 shares; 2025Q3: 3,613 shares; 2025Q4: 3,554 shares 3,554 $359K 0.05% -59 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,788 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,971 shares 1,971 $357K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,583 shares; 2025Q3: 5,262 shares; 2025Q4: 2,218 shares 2,218 $355K 0.05% -3,044 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES 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: 11,017 shares 11,017 $355K 0.05% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,207 shares 3,207 $354K 0.05% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,478 shares; 2025Q3: 3,631 shares; 2025Q4: 3,734 shares 3,734 $345K 0.04% +103 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,484 shares 1,484 $343K 0.04% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO 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: 5,022 shares 5,022 $342K 0.04% new Timeline IVE 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: 1,577 shares 1,577 $334K 0.04% new Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,822 shares 1,822 $333K 0.04% new Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,167 shares; 2024Q4: 17,697 shares; 2025Q1: 10,488 shares; 2025Q2: 10,742 shares; 2025Q3: 15,498 shares; 2025Q4: 17,088 shares 17,088 $329K 0.04% +1,590 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 4,550 shares; 2025Q1: 4,590 shares; 2025Q2: 4,590 shares; 2025Q3: 4,755 shares; 2025Q4: 4,756 shares 4,756 $325K 0.04% +1 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 941 shares; 2025Q4: 1,635 shares 1,635 $322K 0.04% +694 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,448 shares 1,448 $318K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 585 shares; 2025Q4: 1,015 shares 1,015 $317K 0.04% +430 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: 1,903 shares; 2024Q4: not reported; 2025Q1: 1,001 shares; 2025Q2: 1,232 shares; 2025Q3: 1,189 shares; 2025Q4: 919 shares 919 $317K 0.04% -270 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 1,103 shares; 2025Q4: 1,706 shares 1,706 $314K 0.04% +603 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,969 shares 24,969 $311K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares 1,014 $310K 0.04% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,869 shares 3,869 $307K 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,090 shares 1,090 $296K 0.04% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,902 shares; 2025Q1: not reported; 2025Q2: 4,024 shares; 2025Q3: 3,859 shares; 2025Q4: 3,584 shares 3,584 $294K 0.04% -275 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,829 shares 3,829 $293K 0.04% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares 619 $291K 0.04% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: 334 shares 334 $288K 0.04% +8 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 2,265 shares; 2025Q1: 1,999 shares; 2025Q2: 2,786 shares; 2025Q3: 5,221 shares; 2025Q4: 1,063 shares 1,063 $285K 0.04% -4,158 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099 shares; 2025Q4: 1,435 shares 1,435 $285K 0.04% +336 Timeline XLF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,921 shares; 2025Q4: 5,181 shares 5,181 $284K 0.04% +1,260 Timeline XLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,397 shares 2,397 $282K 0.04% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,072 shares 2,072 $282K 0.04% new Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC 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: 13,021 shares; 2025Q4: 19,787 shares 19,787 $282K 0.04% +6,766 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares 3,954 $280K 0.04% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,786 shares 11,786 $279K 0.04% new Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,608 shares; 2025Q4: 14,053 shares 14,053 $277K 0.04% +3,445 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 460 shares; 2025Q2: 430 shares; 2025Q3: 450 shares; 2025Q4: 476 shares 476 $272K 0.03% +26 Timeline QFLR 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: 8,027 shares; 2025Q1: 8,027 shares; 2025Q2: 8,027 shares; 2025Q3: 7,795 shares; 2025Q4: 7,840 shares 7,840 $269K 0.03% +45 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,788 shares; 2025Q1: 6,692 shares; 2025Q2: 6,301 shares; 2025Q3: 7,051 shares; 2025Q4: 6,632 shares 6,632 $266K 0.03% -419 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,219 shares; 2025Q4: 16,548 shares 16,548 $266K 0.03% -1,671 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,389 shares; 2025Q4: 3,804 shares 3,804 $264K 0.03% +415 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,209 shares 3,209 $263K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,595 shares; 2025Q1: 5,276 shares; 2025Q2: 4,572 shares; 2025Q3: not reported; 2025Q4: 2,161 shares 2,161 $263K 0.03% 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: not reported; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,363 shares; 2025Q4: 2,912 shares 2,912 $257K 0.03% +549 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 2,701 shares; 2025Q4: 2,990 shares 2,990 $255K 0.03% +289 Timeline VB 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: 1,075 shares; 2024Q4: 1,071 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 973 shares; 2025Q4: 987 shares 987 $255K 0.03% +14 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,006 shares 7,006 $252K 0.03% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,605 shares; 2025Q4: 1,470 shares 1,470 $252K 0.03% -10,135 Timeline NABL N-ABLE INC More: the full row for N-ABLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,274 shares; 2025Q4: 33,574 shares 33,574 $251K 0.03% +15,300 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,983 shares 1,983 $248K 0.03% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares 945 $247K 0.03% new Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS 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: 53,857 shares; 2025Q2: 54,744 shares; 2025Q3: 110,411 shares; 2025Q4: 192,830 shares 192,830 $247K 0.03% +82,419 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares 2,050 $245K 0.03% new Timeline IXUS 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: 2,892 shares 2,892 $245K 0.03% new Timeline UAPR 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: 17,735 shares; 2025Q1: 14,846 shares; 2025Q2: 14,846 shares; 2025Q3: 7,454 shares; 2025Q4: 7,454 shares 7,454 $244K 0.03% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares 1,195 $244K 0.03% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,940 shares; 2025Q4: 2,938 shares 2,938 $242K 0.03% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,526 shares 1,526 $242K 0.03% new Timeline SCHF 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: 10,029 shares 10,029 $241K 0.03% new 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: 807 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 711 shares 711 $240K 0.03% new Timeline GOVT 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: 10,362 shares 10,362 $239K 0.03% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 820 shares 820 $237K 0.03% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,542 shares 2,542 $236K 0.03% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,273 shares; 2024Q4: not reported; 2025Q1: 9,024 shares; 2025Q2: 7,583 shares; 2025Q3: not reported; 2025Q4: 6,023 shares 6,023 $236K 0.03% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 687 shares 687 $236K 0.03% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,837 shares; 2024Q4: 54,141 shares; 2025Q1: 32,148 shares; 2025Q2: 24,882 shares; 2025Q3: 23,290 shares; 2025Q4: 9,460 shares 9,460 $235K 0.03% -13,830 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 1,038 shares; 2025Q1: not reported; 2025Q2: 629 shares; 2025Q3: 651 shares; 2025Q4: 666 shares 666 $234K 0.03% +15 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares 901 $231K 0.03% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,905 shares 2,905 $230K 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE 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: 669 shares; 2025Q4: 743 shares 743 $229K 0.03% +74 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,424 shares; 2024Q4: 14,538 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares 2,453 $229K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,771 shares; 2025Q3: 1,980 shares; 2025Q4: 2,008 shares 2,008 $228K 0.03% +28 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: 10,169 shares; 2024Q4: 8,454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,942 shares 4,942 $222K 0.03% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,201 shares 2,201 $220K 0.03% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,716 shares; 2025Q2: 19,716 shares; 2025Q3: 19,716 shares; 2025Q4: 40,432 shares 40,432 $218K 0.03% +20,716 Timeline AGG 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: 2,609 shares; 2024Q4: 4,128 shares; 2025Q1: 3,992 shares; 2025Q2: 3,077 shares; 2025Q3: 2,410 shares; 2025Q4: 2,183 shares 2,183 $218K 0.03% -227 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 16,727 shares; 2025Q3: not reported; 2025Q4: 15,515 shares 15,515 $218K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 480 shares 480 $218K 0.03% new Timeline VGT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288 shares 288 $217K 0.03% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,163 shares; 2025Q1: not reported; 2025Q2: 5,476 shares; 2025Q3: not reported; 2025Q4: 4,593 shares 4,593 $214K 0.03% new Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,467 shares; 2024Q4: 41,084 shares; 2025Q1: 13,589 shares; 2025Q2: 13,531 shares; 2025Q3: 17,539 shares; 2025Q4: 17,535 shares 17,535 $214K 0.03% -4 Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,865 shares; 2025Q1: 6,612 shares; 2025Q2: not reported; 2025Q3: 7,018 shares; 2025Q4: 6,556 shares 6,556 $212K 0.03% -462 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,870 shares; 2025Q4: 1,101 shares 1,101 $211K 0.03% -1,769 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares 2,416 $210K 0.03% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $210K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667 shares 667 $210K 0.03% new Timeline IWF 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: 1,169 shares; 2025Q1: 1,275 shares; 2025Q2: 1,337 shares; 2025Q3: 528 shares; 2025Q4: 437 shares 437 $207K 0.03% -91 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,081 shares 3,081 $206K 0.03% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,431 shares 3,431 $204K 0.03% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,759 shares 4,759 $203K 0.03% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,130 shares 2,130 $200K 0.03% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,281 shares; 2025Q1: 3,463 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,110 shares 1,110 $200K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,352 shares 12,352 $185K 0.02% new Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,253 shares; 2025Q1: 19,265 shares; 2025Q2: 14,184 shares; 2025Q3: not reported; 2025Q4: 10,926 shares 10,926 $179K 0.02% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,940 shares 10,940 $162K 0.02% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 13,749 shares 13,749 $150K 0.02% new Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,570 shares 10,570 $147K 0.02% new Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,366 shares 14,366 $144K 0.02% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,135 shares; 2024Q4: 18,871 shares; 2025Q1: 14,580 shares; 2025Q2: 18,418 shares; 2025Q3: not reported; 2025Q4: 19,643 shares 19,643 $141K 0.02% new Timeline FDMT 4D MOLECULAR THERAPEUTICS IN More: the full row for 4D MOLECULAR THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,078 shares; 2025Q4: 15,123 shares 15,123 $113K 0.01% +4,045 Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,917 shares; 2024Q4: 36,488 shares; 2025Q1: 35,091 shares; 2025Q2: 40,572 shares; 2025Q3: 14,636 shares; 2025Q4: 26,632 shares 26,632 $105K 0.01% +11,996 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB 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: 10,125 shares; 2025Q3: 10,350 shares; 2025Q4: 10,571 shares 10,571 $101K 0.01% +221 Timeline MYGN MYRIAD GENETICS INC More: the full row for MYRIAD GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,106 shares; 2025Q4: 16,184 shares 16,184 $99.5K 0.01% +6,078 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,243 shares 12,243 $93K 0.01% new Timeline KNDI KANDI TECHNOLOGIES GROUP INC More: the full row for KANDI TECHNOLOGIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 25,735 shares; 2025Q1: 25,735 shares; 2025Q2: 25,735 shares; 2025Q3: 25,735 shares; 2025Q4: 25,737 shares 25,737 $20.3K <0.01% +2 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $16K <0.01% 0 Timeline CRDL CARDIOL THERAPEUTICS INC More: the full row for CARDIOL THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,850 shares 10,850 $10.3K <0.01% new Timeline