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: 3,164 shares; 2025Q1: 2,185 shares; 2025Q2: 1,877 shares; 2025Q3: 2,118 shares; 2025Q4: 1,622 shares 1,622 $608K 0.01% -496 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,351 shares; 2024Q4: 12,099 shares; 2025Q1: 11,742 shares; 2025Q2: 9,448 shares; 2025Q3: 7,829 shares; 2025Q4: 4,394 shares 4,394 $606K 0.01% -3,435 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,038 shares; 2024Q4: 103,664 shares; 2025Q1: 143,372 shares; 2025Q2: 123,204 shares; 2025Q3: 34,087 shares; 2025Q4: 12,618 shares 12,618 $606K 0.01% -21,469 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,609 shares; 2024Q4: 11,609 shares; 2025Q1: 11,137 shares; 2025Q2: 11,109 shares; 2025Q3: 11,177 shares; 2025Q4: 64,019 shares 64,019 $603K 0.01% +52,842 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: 6,402 shares; 2024Q4: 7,588 shares; 2025Q1: 5,499 shares; 2025Q2: 18,555 shares; 2025Q3: 22,491 shares; 2025Q4: 7,382 shares 7,382 $598K 0.01% -15,109 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,881 shares; 2024Q4: 4,976 shares; 2025Q1: 4,767 shares; 2025Q2: 9,253 shares; 2025Q3: 9,954 shares; 2025Q4: 5,584 shares 5,584 $598K 0.01% -4,370 Timeline AVDV 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: 3,918 shares; 2025Q1: 4,320 shares; 2025Q2: 5,463 shares; 2025Q3: 9,532 shares; 2025Q4: 6,352 shares 6,352 $597K 0.01% -3,180 Timeline EWX 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: not reported; 2025Q3: 9,995 shares; 2025Q4: 9,089 shares 9,089 $597K 0.01% -906 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 9,929 shares; 2025Q1: 11,117 shares; 2025Q2: 16,154 shares; 2025Q3: 18,933 shares; 2025Q4: 1,339 shares 1,339 $596K 0.01% -17,594 Timeline WSBK WINCHESTER BANCORP INC More: the full row for WINCHESTER BANCORP 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: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 57,000 shares 57,000 $596K 0.01% +2,000 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,207 shares; 2025Q4: 18,412 shares 18,412 $595K 0.01% +4,205 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,782 shares; 2024Q4: 90,267 shares; 2025Q1: 88,628 shares; 2025Q2: 75,879 shares; 2025Q3: 74,645 shares; 2025Q4: 13,107 shares 13,107 $594K 0.01% -61,538 Timeline EWG 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: 22,131 shares; 2024Q4: 53,279 shares; 2025Q1: 68,660 shares; 2025Q2: 39,572 shares; 2025Q3: 18,344 shares; 2025Q4: 13,971 shares 13,971 $594K 0.01% -4,373 Timeline SCHR 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: 20,898 shares; 2024Q4: 38,032 shares; 2025Q1: 31,635 shares; 2025Q2: 31,185 shares; 2025Q3: 32,401 shares; 2025Q4: 23,654 shares 23,654 $593K 0.01% -8,747 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,999 shares 15,999 $590K 0.01% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,434 shares; 2025Q1: 2,720 shares; 2025Q2: 2,564 shares; 2025Q3: 5,320 shares; 2025Q4: 3,646 shares 3,646 $589K 0.01% -1,674 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,129 shares; 2024Q4: 16,213 shares; 2025Q1: 15,276 shares; 2025Q2: 15,579 shares; 2025Q3: 14,692 shares; 2025Q4: 1,030 shares 1,030 $585K 0.01% -13,662 Timeline RDFI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 11,257 shares; 2025Q1: 9,007 shares; 2025Q2: not reported; 2025Q3: 24,480 shares; 2025Q4: 24,463 shares 24,463 $585K 0.01% -17 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,696 shares; 2025Q3: 8,415 shares; 2025Q4: 9,181 shares 9,181 $584K 0.01% +766 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 3,687 shares; 2025Q3: 3,504 shares; 2025Q4: 2,941 shares 2,941 $584K 0.01% -563 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,663 shares; 2025Q1: 1,802 shares; 2025Q2: 3,160 shares; 2025Q3: 2,472 shares; 2025Q4: 1,017 shares 1,017 $584K 0.01% -1,455 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,823 shares; 2025Q1: 2,884 shares; 2025Q2: 2,809 shares; 2025Q3: 2,588 shares; 2025Q4: 4,645 shares 4,645 $582K 0.01% +2,057 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 981 shares; 2025Q1: 1,023 shares; 2025Q2: 1,056 shares; 2025Q3: 1,756 shares; 2025Q4: 961 shares 961 $580K 0.01% -795 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,661 shares; 2024Q4: 25,479 shares; 2025Q1: 40,527 shares; 2025Q2: 34,359 shares; 2025Q3: 33,810 shares; 2025Q4: 22,809 shares 22,809 $578K 0.01% -11,001 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 3,693 shares; 2025Q1: 2,920 shares; 2025Q2: 4,527 shares; 2025Q3: 5,633 shares; 2025Q4: 2,362 shares 2,362 $574K 0.01% -3,271 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 6,665 shares; 2025Q1: 7,553 shares; 2025Q2: 13,102 shares; 2025Q3: 11,165 shares; 2025Q4: 4,552 shares 4,552 $573K 0.01% -6,613 Timeline IXJ 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: 16,774 shares; 2024Q4: 9,494 shares; 2025Q1: 6,233 shares; 2025Q2: 4,350 shares; 2025Q3: 5,772 shares; 2025Q4: 5,871 shares 5,871 $572K 0.01% +99 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 15,340 shares; 2025Q1: 16,742 shares; 2025Q2: 16,731 shares; 2025Q3: 16,797 shares; 2025Q4: 10,690 shares 10,690 $571K 0.01% -6,107 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,201 shares; 2025Q1: 33,290 shares; 2025Q2: 21,748 shares; 2025Q3: 21,748 shares; 2025Q4: 22,851 shares 22,851 $568K 0.01% +1,103 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: not reported; 2025Q1: not reported; 2025Q2: 11,444 shares; 2025Q3: 14,331 shares; 2025Q4: 19,449 shares 19,449 $568K 0.01% +5,118 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,845 shares; 2025Q3: 14,679 shares; 2025Q4: 26,479 shares 26,479 $568K 0.01% +11,800 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,014 shares; 2024Q4: 17,440 shares; 2025Q1: 17,352 shares; 2025Q2: 16,739 shares; 2025Q3: 16,746 shares; 2025Q4: 3,945 shares 3,945 $565K 0.01% -12,801 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,944 shares; 2025Q3: 23,214 shares; 2025Q4: 13,962 shares 13,962 $563K 0.01% -9,252 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: 28,142 shares; 2024Q4: 23,415 shares; 2025Q1: not reported; 2025Q2: 57,054 shares; 2025Q3: 58,648 shares; 2025Q4: 78,445 shares 78,445 $562K 0.01% +19,797 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,832 shares; 2024Q4: 10,848 shares; 2025Q1: 10,194 shares; 2025Q2: 17,060 shares; 2025Q3: 20,035 shares; 2025Q4: 19,638 shares 19,638 $562K 0.01% -397 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 4,340 shares; 2025Q1: 4,981 shares; 2025Q2: 6,388 shares; 2025Q3: 6,338 shares; 2025Q4: 4,354 shares 4,354 $562K 0.01% -1,984 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,652 shares; 2025Q2: not reported; 2025Q3: 12,729 shares; 2025Q4: 22,000 shares 22,000 $561K 0.01% +9,271 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,359 shares; 2024Q4: 9,368 shares; 2025Q1: 9,374 shares; 2025Q2: 9,388 shares; 2025Q3: 9,393 shares; 2025Q4: 9,174 shares 9,174 $560K 0.01% -219 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 3,562 shares; 2025Q1: 3,635 shares; 2025Q2: 3,411 shares; 2025Q3: 3,660 shares; 2025Q4: 1,967 shares 1,967 $559K 0.01% -1,693 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest 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: 40,451 shares 40,451 $556K 0.01% new Timeline CGCP 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: 9,130 shares; 2024Q4: 9,130 shares; 2025Q1: 14,920 shares; 2025Q2: 24,894 shares; 2025Q3: 22,388 shares; 2025Q4: 24,498 shares 24,498 $555K 0.01% +2,110 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,459 shares; 2025Q1: 2,581 shares; 2025Q2: 4,019 shares; 2025Q3: 3,481 shares; 2025Q4: 2,727 shares 2,727 $554K 0.01% -754 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,533 shares; 2025Q1: 12,330 shares; 2025Q2: 22,649 shares; 2025Q3: 23,319 shares; 2025Q4: 38,937 shares 38,937 $552K 0.01% +15,618 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,446 shares; 2024Q4: 12,512 shares; 2025Q1: 12,495 shares; 2025Q2: 17,996 shares; 2025Q3: 19,323 shares; 2025Q4: 13,731 shares 13,731 $552K 0.01% -5,592 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: not reported; 2024Q4: not reported; 2025Q1: 12,223 shares; 2025Q2: 17,755 shares; 2025Q3: 17,784 shares; 2025Q4: 8,237 shares 8,237 $552K 0.01% -9,547 Timeline IBDX 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: 15,518 shares; 2024Q4: 15,518 shares; 2025Q1: 16,732 shares; 2025Q2: 20,903 shares; 2025Q3: 22,113 shares; 2025Q4: 21,619 shares 21,619 $552K 0.01% -494 Timeline CGSD 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: 8,028 shares; 2025Q2: 8,310 shares; 2025Q3: 15,592 shares; 2025Q4: 21,188 shares 21,188 $551K 0.01% +5,596 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,255 shares; 2025Q1: 13,956 shares; 2025Q2: 15,521 shares; 2025Q3: 10,172 shares; 2025Q4: 10,764 shares 10,764 $550K 0.01% +592 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,848 shares 8,848 $548K 0.01% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 16,440 shares 16,440 $547K 0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 3,802 shares; 2025Q1: 4,798 shares; 2025Q2: 3,725 shares; 2025Q3: 4,577 shares; 2025Q4: 3,867 shares 3,867 $547K 0.01% -710 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 8,061 shares; 2025Q1: 8,075 shares; 2025Q2: 8,153 shares; 2025Q3: 8,162 shares; 2025Q4: 8,172 shares 8,172 $545K 0.01% +10 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,158 shares; 2024Q4: 9,781 shares; 2025Q1: 7,745 shares; 2025Q2: 8,357 shares; 2025Q3: 7,672 shares; 2025Q4: 6,538 shares 6,538 $542K 0.01% -1,134 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,559 shares; 2024Q4: 276,292 shares; 2025Q1: 268,716 shares; 2025Q2: 270,194 shares; 2025Q3: 65,192 shares; 2025Q4: 14,205 shares 14,205 $541K 0.01% -50,987 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,038 shares; 2024Q4: 8,723 shares; 2025Q1: 7,169 shares; 2025Q2: 5,567 shares; 2025Q3: 6,282 shares; 2025Q4: 2,639 shares 2,639 $535K 0.01% -3,643 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 6,860 shares; 2025Q1: 6,848 shares; 2025Q2: 6,860 shares; 2025Q3: 6,864 shares; 2025Q4: 6,462 shares 6,462 $535K 0.01% -402 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR 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: 2,488 shares; 2025Q4: 5,297 shares 5,297 $534K 0.01% +2,809 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,394 shares; 2024Q4: 4,861 shares; 2025Q1: 4,512 shares; 2025Q2: 5,821 shares; 2025Q3: 5,864 shares; 2025Q4: 2,627 shares 2,627 $533K 0.01% -3,237 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,062 shares; 2024Q4: 13,380 shares; 2025Q1: 31,187 shares; 2025Q2: 17,391 shares; 2025Q3: 25,967 shares; 2025Q4: 12,033 shares 12,033 $533K 0.01% -13,934 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 13,525 shares; 2025Q1: 20,120 shares; 2025Q2: 19,306 shares; 2025Q3: 20,246 shares; 2025Q4: 21,795 shares 21,795 $532K 0.01% +1,549 Timeline IBTL 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: 20,692 shares; 2024Q4: 25,548 shares; 2025Q1: 26,370 shares; 2025Q2: 26,436 shares; 2025Q3: 37,156 shares; 2025Q4: 25,870 shares 25,870 $531K 0.01% -11,286 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,393 shares; 2024Q4: 11,250 shares; 2025Q1: 11,288 shares; 2025Q2: 11,159 shares; 2025Q3: 9,931 shares; 2025Q4: 10,056 shares 10,056 $531K 0.01% +125 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest 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: 16,494 shares 16,494 $529K 0.01% new Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,914 shares; 2025Q4: 17,490 shares 17,490 $529K 0.01% +5,576 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,998 shares; 2025Q1: 4,006 shares; 2025Q2: 4,945 shares; 2025Q3: 3,982 shares; 2025Q4: 4,916 shares 4,916 $529K 0.01% +934 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,150 shares; 2024Q4: 23,219 shares; 2025Q1: not reported; 2025Q2: 5,622 shares; 2025Q3: 6,861 shares; 2025Q4: 12,363 shares 12,363 $528K 0.01% +5,502 Timeline EVTR 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: 21,517 shares; 2024Q4: 21,644 shares; 2025Q1: 21,705 shares; 2025Q2: 10,185 shares; 2025Q3: 10,185 shares; 2025Q4: 10,253 shares 10,253 $528K 0.01% +68 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 5,685 shares; 2025Q1: 6,808 shares; 2025Q2: 13,995 shares; 2025Q3: 14,241 shares; 2025Q4: 9,893 shares 9,893 $527K 0.01% -4,348 Timeline NLR 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: 2,542 shares; 2025Q3: 3,187 shares; 2025Q4: 4,214 shares 4,214 $523K 0.01% +1,027 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 15,973 shares; 2025Q1: 15,237 shares; 2025Q2: 14,664 shares; 2025Q3: 10,866 shares; 2025Q4: 5,656 shares 5,656 $523K 0.01% -5,210 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,727 shares; 2025Q1: 15,139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,126 shares 7,126 $521K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,269 shares; 2024Q4: 21,499 shares; 2025Q1: 24,490 shares; 2025Q2: 22,439 shares; 2025Q3: 18,728 shares; 2025Q4: 14,068 shares 14,068 $521K 0.01% -4,660 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: 54,471 shares; 2024Q4: 83,925 shares; 2025Q1: 70,969 shares; 2025Q2: 131,277 shares; 2025Q3: 131,596 shares; 2025Q4: 81,840 shares 81,840 $516K 0.01% -49,756 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: 12,203 shares; 2024Q4: 8,146 shares; 2025Q1: 7,829 shares; 2025Q2: 14,200 shares; 2025Q3: 16,393 shares; 2025Q4: 9,435 shares 9,435 $515K 0.01% -6,958 Timeline PRF 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: 20,074 shares; 2024Q4: 28,500 shares; 2025Q1: 31,935 shares; 2025Q2: 31,632 shares; 2025Q3: 30,303 shares; 2025Q4: 10,898 shares 10,898 $511K 0.01% -19,405 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: 6,818 shares; 2024Q4: 3,889 shares; 2025Q1: 3,681 shares; 2025Q2: 4,819 shares; 2025Q3: 4,534 shares; 2025Q4: 2,453 shares 2,453 $511K 0.01% -2,081 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,127 shares; 2024Q4: 17,127 shares; 2025Q1: 23,017 shares; 2025Q2: 23,272 shares; 2025Q3: 23,520 shares; 2025Q4: 30,433 shares 30,433 $508K 0.01% +6,913 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,515 shares; 2025Q1: 5,461 shares; 2025Q2: 8,369 shares; 2025Q3: 8,931 shares; 2025Q4: 6,892 shares 6,892 $508K 0.01% -2,039 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 468 shares; 2025Q1: 522 shares; 2025Q2: 1,116 shares; 2025Q3: 1,387 shares; 2025Q4: 663 shares 663 $508K 0.01% -724 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,620 shares; 2025Q2: 11,834 shares; 2025Q3: 7,770 shares; 2025Q4: 6,500 shares 6,500 $505K 0.01% -1,270 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,816 shares; 2025Q3: 28,938 shares; 2025Q4: 26,852 shares 26,852 $503K 0.01% -2,086 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 24,679 shares; 2025Q1: 22,841 shares; 2025Q2: 19,038 shares; 2025Q3: 19,369 shares; 2025Q4: 24,363 shares 24,363 $503K 0.01% +4,994 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 12,637 shares; 2025Q1: 11,334 shares; 2025Q2: 9,093 shares; 2025Q3: 9,655 shares; 2025Q4: 6,475 shares 6,475 $502K 0.01% -3,180 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 9,831 shares; 2025Q1: 44,871 shares; 2025Q2: 25,502 shares; 2025Q3: 20,724 shares; 2025Q4: 13,405 shares 13,405 $501K 0.01% -7,319 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 3,604 shares 3,604 $501K 0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,897 shares; 2025Q3: 2,037 shares; 2025Q4: 2,709 shares 2,709 $500K 0.01% +672 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,970 shares; 2024Q4: 32,530 shares; 2025Q1: 33,404 shares; 2025Q2: 38,752 shares; 2025Q3: 43,928 shares; 2025Q4: 21,333 shares 21,333 $499K 0.01% -22,595 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,036 shares; 2024Q4: 74,425 shares; 2025Q1: 26,623 shares; 2025Q2: 29,367 shares; 2025Q3: 21,524 shares; 2025Q4: 11,025 shares 11,025 $498K 0.01% -10,499 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 23,474 shares; 2025Q1: 22,863 shares; 2025Q2: 27,749 shares; 2025Q3: 27,506 shares; 2025Q4: 19,468 shares 19,468 $498K 0.01% -8,038 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 10,037 shares; 2025Q4: 10,263 shares 10,263 $496K 0.01% +226 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,133 shares; 2025Q1: 3,329 shares; 2025Q2: 4,391 shares; 2025Q3: 3,263 shares; 2025Q4: 7,473 shares 7,473 $496K 0.01% +4,210 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,851 shares; 2025Q3: 5,681 shares; 2025Q4: 4,518 shares 4,518 $495K 0.01% -1,163 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,083 shares; 2024Q4: 105,256 shares; 2025Q1: 105,725 shares; 2025Q2: 100,313 shares; 2025Q3: 100,313 shares; 2025Q4: 91,531 shares 91,531 $495K 0.01% -8,782 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,948 shares; 2025Q1: 4,109 shares; 2025Q2: 7,157 shares; 2025Q3: 8,882 shares; 2025Q4: 4,809 shares 4,809 $495K 0.01% -4,073 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,451 shares; 2024Q4: 19,923 shares; 2025Q1: 19,587 shares; 2025Q2: 14,801 shares; 2025Q3: 15,016 shares; 2025Q4: 14,826 shares 14,826 $495K 0.01% -190 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 6,056 shares 6,056 $494K 0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,924 shares; 2024Q4: 7,242 shares; 2025Q1: 7,539 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,846 shares 25,846 $494K 0.01% new Timeline SUSB 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: 8,077 shares; 2024Q4: 9,911 shares; 2025Q1: 14,842 shares; 2025Q2: 16,872 shares; 2025Q3: 25,336 shares; 2025Q4: 19,527 shares 19,527 $493K 0.01% -5,809 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,937 shares; 2024Q4: 108,243 shares; 2025Q1: 92,095 shares; 2025Q2: 91,995 shares; 2025Q3: 22,052 shares; 2025Q4: 21,076 shares 21,076 $493K 0.01% -976 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,701 shares; 2024Q4: 41,123 shares; 2025Q1: 40,802 shares; 2025Q2: 40,935 shares; 2025Q3: 41,029 shares; 2025Q4: 38,888 shares 38,888 $492K 0.01% -2,141 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,041 shares; 2025Q1: 4,905 shares; 2025Q2: 5,960 shares; 2025Q3: 5,372 shares; 2025Q4: 3,037 shares 3,037 $492K 0.01% -2,335 Timeline EMLC 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: 34,556 shares; 2024Q4: 30,926 shares; 2025Q1: 29,726 shares; 2025Q2: 28,247 shares; 2025Q3: 24,632 shares; 2025Q4: 19,027 shares 19,027 $491K 0.01% -5,605 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,220 shares; 2025Q1: not reported; 2025Q2: 24,543 shares; 2025Q3: 28,502 shares; 2025Q4: 27,708 shares 27,708 $491K 0.01% -794 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,180 shares; 2024Q4: 6,360 shares; 2025Q1: 6,209 shares; 2025Q2: 5,529 shares; 2025Q3: 6,184 shares; 2025Q4: 3,165 shares 3,165 $490K 0.01% -3,019 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 4,108 shares; 2025Q1: 5,471 shares; 2025Q2: 4,705 shares; 2025Q3: 4,833 shares; 2025Q4: 4,591 shares 4,591 $490K 0.01% -242 Timeline KBWB 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: 4,959 shares; 2024Q4: 5,283 shares; 2025Q1: 5,115 shares; 2025Q2: 4,847 shares; 2025Q3: 5,219 shares; 2025Q4: 5,801 shares 5,801 $489K 0.01% +582 Timeline ADT ADT INC DEL More: the full row for ADT 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: 36,866 shares; 2025Q3: 64,612 shares; 2025Q4: 60,570 shares 60,570 $489K 0.01% -4,042 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest 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: 3,177 shares; 2025Q4: 4,678 shares 4,678 $488K 0.01% +1,501 Timeline MOAT 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: 5,296 shares; 2024Q4: 5,198 shares; 2025Q1: 4,712 shares; 2025Q2: 6,493 shares; 2025Q3: 6,323 shares; 2025Q4: 4,707 shares 4,707 $487K 0.01% -1,616 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,044 shares; 2024Q4: 197,950 shares; 2025Q1: 199,057 shares; 2025Q2: 193,468 shares; 2025Q3: 194,736 shares; 2025Q4: 20,577 shares 20,577 $487K 0.01% -174,159 Timeline KMX CARMAX INC More: the full row for CARMAX 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: 16,733 shares; 2025Q3: 11,358 shares; 2025Q4: 12,567 shares 12,567 $486K 0.01% +1,209 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: 58,143 shares; 2024Q4: 52,678 shares; 2025Q1: 53,201 shares; 2025Q2: 69,042 shares; 2025Q3: 70,474 shares; 2025Q4: 38,836 shares 38,836 $484K 0.01% -31,638 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,975 shares; 2024Q4: 19,440 shares; 2025Q1: 20,630 shares; 2025Q2: 21,015 shares; 2025Q3: 21,785 shares; 2025Q4: 21,320 shares 21,320 $482K 0.01% -465 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,811 shares; 2025Q1: 6,178 shares; 2025Q2: 4,508 shares; 2025Q3: 4,943 shares; 2025Q4: 3,161 shares 3,161 $480K 0.01% -1,782 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: 6,930 shares; 2024Q4: 7,949 shares; 2025Q1: 5,649 shares; 2025Q2: 5,558 shares; 2025Q3: 5,476 shares; 2025Q4: 5,510 shares 5,510 $480K 0.01% +34 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 4,479 shares; 2025Q1: 2,080 shares; 2025Q2: 3,689 shares; 2025Q3: 4,387 shares; 2025Q4: 2,726 shares 2,726 $480K 0.01% -1,661 Timeline IXG 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: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,473 shares; 2025Q2: 2,755 shares; 2025Q3: 3,848 shares; 2025Q4: 3,968 shares 3,968 $479K 0.01% +120 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,181 shares; 2024Q4: 15,604 shares; 2025Q1: 12,462 shares; 2025Q2: 15,143 shares; 2025Q3: 12,553 shares; 2025Q4: 2,944 shares 2,944 $479K 0.01% -9,609 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,924 shares 13,924 $479K 0.01% new Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,817 shares; 2024Q4: 101,323 shares; 2025Q1: 19,340 shares; 2025Q2: 14,817 shares; 2025Q3: 10,691 shares; 2025Q4: 10,344 shares 10,344 $478K 0.01% -347 Timeline SPYX 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: 8,461 shares 8,461 $475K 0.01% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,130 shares; 2025Q1: 9,583 shares; 2025Q2: 12,225 shares; 2025Q3: 10,972 shares; 2025Q4: 11,154 shares 11,154 $475K 0.01% +182 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS 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: 17,976 shares 17,976 $474K 0.01% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 12,609 shares; 2025Q1: 13,059 shares; 2025Q2: 18,195 shares; 2025Q3: 17,946 shares; 2025Q4: 5,180 shares 5,180 $474K 0.01% -12,766 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 21,516 shares; 2025Q1: 21,561 shares; 2025Q2: 21,627 shares; 2025Q3: 22,407 shares; 2025Q4: 20,519 shares 20,519 $473K 0.01% -1,888 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 375 shares; 2025Q1: 355 shares; 2025Q2: 4,638 shares; 2025Q3: 4,770 shares; 2025Q4: 3,088 shares 3,088 $473K 0.01% -1,682 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 5,954 shares; 2025Q1: 5,778 shares; 2025Q2: 6,427 shares; 2025Q3: 5,738 shares; 2025Q4: 5,717 shares 5,717 $471K 0.01% -21 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,183 shares; 2024Q4: 37,307 shares; 2025Q1: 38,071 shares; 2025Q2: 42,014 shares; 2025Q3: 61,582 shares; 2025Q4: 64,037 shares 64,037 $468K 0.01% +2,455 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,628 shares; 2025Q1: 1,358 shares; 2025Q2: 1,080 shares; 2025Q3: 2,171 shares; 2025Q4: 2,251 shares 2,251 $467K 0.01% +80 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,137 shares; 2025Q1: 1,386 shares; 2025Q2: 2,659 shares; 2025Q3: not reported; 2025Q4: 3,762 shares 3,762 $467K 0.01% new Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,662 shares; 2025Q4: 8,861 shares 8,861 $466K 0.01% +199 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,845 shares; 2024Q4: 61,800 shares; 2025Q1: 56,866 shares; 2025Q2: 50,809 shares; 2025Q3: 49,404 shares; 2025Q4: 15,013 shares 15,013 $465K 0.01% -34,391 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: 12,403 shares; 2025Q1: 10,044 shares; 2025Q2: 9,227 shares; 2025Q3: 7,869 shares; 2025Q4: 11,183 shares 11,183 $462K 0.01% +3,314 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,075 shares; 2024Q4: 90,597 shares; 2025Q1: 93,609 shares; 2025Q2: 90,467 shares; 2025Q3: 90,098 shares; 2025Q4: 10,080 shares 10,080 $462K 0.01% -80,018 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,572 shares; 2025Q4: 10,028 shares 10,028 $461K 0.01% +456 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 1,988 shares; 2025Q4: 3,161 shares 3,161 $460K 0.01% +1,173 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,138 shares; 2025Q1: 71,535 shares; 2025Q2: 87,906 shares; 2025Q3: 222,289 shares; 2025Q4: 13,455 shares 13,455 $459K 0.01% -208,834 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,719 shares; 2024Q4: 40,989 shares; 2025Q1: 43,039 shares; 2025Q2: 42,889 shares; 2025Q3: 42,889 shares; 2025Q4: 42,889 shares 42,889 $458K 0.01% 0 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,952 shares 8,952 $458K 0.01% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,006 shares; 2025Q4: 60,713 shares 60,713 $458K 0.01% -293 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 365 shares; 2025Q4: 365 shares 365 $457K 0.01% 0 MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: 40,334 shares 40,334 $456K 0.01% new Timeline SSL SASOL LTD More: the full row for SASOL 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: 60,514 shares; 2025Q3: 62,848 shares; 2025Q4: 69,993 shares 69,993 $456K 0.01% +7,145 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 8,084 shares; 2025Q1: 8,552 shares; 2025Q2: 12,888 shares; 2025Q3: 14,742 shares; 2025Q4: 15,429 shares 15,429 $455K 0.01% +687 Timeline ONEY 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: 4,074 shares; 2024Q4: 4,407 shares; 2025Q1: 4,288 shares; 2025Q2: 4,125 shares; 2025Q3: 4,022 shares; 2025Q4: 4,004 shares 4,004 $455K 0.01% -18 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: 14,632 shares; 2024Q4: 205,066 shares; 2025Q1: 219,136 shares; 2025Q2: 219,239 shares; 2025Q3: 228,459 shares; 2025Q4: 9,872 shares 9,872 $453K 0.01% -218,587 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,692 shares; 2024Q4: 98,155 shares; 2025Q1: 75,587 shares; 2025Q2: 45,018 shares; 2025Q3: 46,714 shares; 2025Q4: 11,196 shares 11,196 $452K 0.01% -35,518 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,858 shares; 2025Q2: 6,753 shares; 2025Q3: 4,472 shares; 2025Q4: 5,358 shares 5,358 $451K 0.01% +886 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,107 shares; 2024Q4: 10,137 shares; 2025Q1: 12,091 shares; 2025Q2: 19,532 shares; 2025Q3: 24,825 shares; 2025Q4: 9,702 shares 9,702 $450K 0.01% -15,123 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,270 shares; 2024Q4: 15,978 shares; 2025Q1: 11,347 shares; 2025Q2: 12,727 shares; 2025Q3: 13,611 shares; 2025Q4: 7,428 shares 7,428 $448K 0.01% -6,183 Timeline IYR 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: 6,728 shares; 2024Q4: 5,654 shares; 2025Q1: 5,605 shares; 2025Q2: 5,661 shares; 2025Q3: 6,120 shares; 2025Q4: 4,771 shares 4,771 $448K 0.01% -1,349 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,424 shares; 2024Q4: 12,045 shares; 2025Q1: 12,066 shares; 2025Q2: 11,679 shares; 2025Q3: 11,703 shares; 2025Q4: 17,924 shares 17,924 $447K 0.01% +6,221 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,530 shares; 2024Q4: 14,299 shares; 2025Q1: 12,353 shares; 2025Q2: 8,746 shares; 2025Q3: 7,234 shares; 2025Q4: 4,998 shares 4,998 $446K 0.01% -2,236 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,168 shares; 2025Q1: 12,291 shares; 2025Q2: 27,211 shares; 2025Q3: 33,201 shares; 2025Q4: 6,215 shares 6,215 $441K 0.01% -26,986 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,296 shares 1,296 $441K 0.01% +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: 6,930 shares; 2024Q4: 6,673 shares; 2025Q1: 6,822 shares; 2025Q2: 8,529 shares; 2025Q3: 6,433 shares; 2025Q4: 3,198 shares 3,198 $441K 0.01% -3,235 Timeline PDEC 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: 10,160 shares; 2024Q4: 10,125 shares; 2025Q1: 10,125 shares; 2025Q2: 10,125 shares; 2025Q3: 10,125 shares; 2025Q4: 10,125 shares 10,125 $439K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,097 shares; 2025Q1: 1,232 shares; 2025Q2: 5,779 shares; 2025Q3: 6,531 shares; 2025Q4: 1,799 shares 1,799 $437K 0.01% -4,732 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS 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: 11,266 shares; 2025Q3: 9,902 shares; 2025Q4: 13,496 shares 13,496 $436K 0.01% +3,594 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,240 shares; 2025Q1: not reported; 2025Q2: 5,723 shares; 2025Q3: 5,219 shares; 2025Q4: 3,172 shares 3,172 $433K 0.01% -2,047 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,755 shares; 2024Q4: 13,631 shares; 2025Q1: 10,247 shares; 2025Q2: 10,175 shares; 2025Q3: 10,378 shares; 2025Q4: 9,004 shares 9,004 $433K 0.01% -1,374 Timeline FXI 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: 101,697 shares; 2024Q4: 73,798 shares; 2025Q1: 80,792 shares; 2025Q2: 74,065 shares; 2025Q3: 57,014 shares; 2025Q4: 11,283 shares 11,283 $432K 0.01% -45,731 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,002 shares; 2024Q4: 24,052 shares; 2025Q1: 21,102 shares; 2025Q2: 115,959 shares; 2025Q3: 118,034 shares; 2025Q4: 129,728 shares 129,728 $432K 0.01% +11,694 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,596 shares 6,596 $431K 0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 5,183 shares; 2025Q1: 4,970 shares; 2025Q2: 5,467 shares; 2025Q3: 6,969 shares; 2025Q4: 9,593 shares 9,593 $429K 0.01% +2,624 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: 19,632 shares; 2025Q1: 16,809 shares; 2025Q2: 23,076 shares; 2025Q3: 16,564 shares; 2025Q4: 18,012 shares 18,012 $427K 0.01% +1,448 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 9,510 shares; 2025Q3: 10,788 shares; 2025Q4: 21,259 shares 21,259 $427K 0.01% +10,471 Timeline DWX 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: 9,479 shares; 2024Q4: 9,501 shares; 2025Q1: 9,517 shares; 2025Q2: 9,563 shares; 2025Q3: 9,592 shares; 2025Q4: 9,638 shares 9,638 $423K 0.01% +46 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: not reported; 2025Q3: not reported; 2025Q4: 15,951 shares 15,951 $422K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,862 shares; 2025Q1: 1,839 shares; 2025Q2: 2,626 shares; 2025Q3: 1,107 shares; 2025Q4: 1,462 shares 1,462 $420K <0.01% +355 Timeline VSGX 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: 4,261 shares; 2025Q1: 6,187 shares; 2025Q2: 13,632 shares; 2025Q3: 23,146 shares; 2025Q4: 5,862 shares 5,862 $420K <0.01% -17,284 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,262 shares; 2024Q4: 50,445 shares; 2025Q1: 38,517 shares; 2025Q2: 31,763 shares; 2025Q3: 31,516 shares; 2025Q4: 31,563 shares 31,563 $417K <0.01% +47 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,241 shares; 2025Q1: 1,555 shares; 2025Q2: 1,793 shares; 2025Q3: 1,801 shares; 2025Q4: 815 shares 815 $416K <0.01% -986 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,877 shares; 2025Q3: 7,008 shares; 2025Q4: 7,675 shares 7,675 $412K <0.01% +667 Timeline DMXF 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: 47,601 shares; 2024Q4: 29,738 shares; 2025Q1: 27,429 shares; 2025Q2: 27,698 shares; 2025Q3: 23,473 shares; 2025Q4: 5,463 shares 5,463 $411K <0.01% -18,010 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,105 shares; 2024Q4: 12,873 shares; 2025Q1: 12,421 shares; 2025Q2: 12,244 shares; 2025Q3: 38,998 shares; 2025Q4: 23,021 shares 23,021 $410K <0.01% -15,977 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: 60,195 shares; 2024Q4: 55,838 shares; 2025Q1: 95,315 shares; 2025Q2: 35,523 shares; 2025Q3: 36,143 shares; 2025Q4: 14,180 shares 14,180 $409K <0.01% -21,963 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,203 shares; 2024Q4: 16,409 shares; 2025Q1: 15,642 shares; 2025Q2: 19,208 shares; 2025Q3: 18,719 shares; 2025Q4: 23,336 shares 23,336 $408K <0.01% +4,617 Timeline MGV 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: 12,790 shares; 2024Q4: 22,714 shares; 2025Q1: 10,076 shares; 2025Q2: 12,549 shares; 2025Q3: 15,866 shares; 2025Q4: 2,881 shares 2,881 $407K <0.01% -12,985 Timeline XJH 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: 4,790 shares; 2024Q4: 6,241 shares; 2025Q1: 8,966 shares; 2025Q2: 11,339 shares; 2025Q3: 13,506 shares; 2025Q4: 9,099 shares 9,099 $406K <0.01% -4,407 Timeline GAP GAP INC More: the full row for GAP 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: 20,966 shares; 2025Q3: 22,693 shares; 2025Q4: 15,850 shares 15,850 $406K <0.01% -6,843 Timeline SHE 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: 2,305 shares; 2025Q1: 3,047 shares; 2025Q2: 3,693 shares; 2025Q3: 4,244 shares; 2025Q4: 3,064 shares 3,064 $405K <0.01% -1,180 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,026 shares; 2025Q3: 4,081 shares; 2025Q4: 1,861 shares 1,861 $405K <0.01% -2,220 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL 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: 4,263 shares; 2025Q3: 8,472 shares; 2025Q4: 8,080 shares 8,080 $404K <0.01% -392 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,662 shares; 2025Q1: 8,381 shares; 2025Q2: 10,099 shares; 2025Q3: 19,613 shares; 2025Q4: 11,729 shares 11,729 $404K <0.01% -7,884 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 2,830 shares; 2025Q3: 2,755 shares; 2025Q4: 1,367 shares 1,367 $404K <0.01% -1,388 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: 15,002 shares; 2024Q4: 13,545 shares; 2025Q1: 12,879 shares; 2025Q2: 10,501 shares; 2025Q3: 8,232 shares; 2025Q4: 6,662 shares 6,662 $402K <0.01% -1,570 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,756 shares; 2025Q1: 2,910 shares; 2025Q2: 2,871 shares; 2025Q3: 3,477 shares; 2025Q4: 3,053 shares 3,053 $402K <0.01% -424 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,776 shares; 2024Q4: 111,817 shares; 2025Q1: 114,650 shares; 2025Q2: 118,977 shares; 2025Q3: 116,866 shares; 2025Q4: 112,914 shares 112,914 $400K <0.01% -3,952 Timeline KB KB FINL GROUP INC More: the full row for KB FINL 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: 4,102 shares; 2025Q3: 4,216 shares; 2025Q4: 4,642 shares 4,642 $399K <0.01% +426 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,142 shares; 2024Q4: 5,045 shares; 2025Q1: 5,163 shares; 2025Q2: 5,002 shares; 2025Q3: 4,995 shares; 2025Q4: 5,066 shares 5,066 $399K <0.01% +71 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,597 shares; 2025Q2: 67,446 shares; 2025Q3: 67,708 shares; 2025Q4: 7,831 shares 7,831 $398K <0.01% -59,877 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,388 shares; 2025Q3: 4,953 shares; 2025Q4: 3,636 shares 3,636 $397K <0.01% -1,317 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,713 shares; 2025Q1: 1,887 shares; 2025Q2: 1,988 shares; 2025Q3: 2,986 shares; 2025Q4: 1,440 shares 1,440 $397K <0.01% -1,546 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE 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: 15,652 shares; 2025Q3: 16,204 shares; 2025Q4: 18,206 shares 18,206 $397K <0.01% +2,002 Timeline BDVL 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: 156,510 shares; 2025Q4: 16,008 shares 16,008 $397K <0.01% -140,502 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,922 shares; 2025Q4: 14,985 shares 14,985 $395K <0.01% +2,063 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,006 shares; 2025Q1: 8,016 shares; 2025Q2: 10,460 shares; 2025Q3: 6,376 shares; 2025Q4: 1,717 shares 1,717 $395K <0.01% -4,659 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: 18,470 shares; 2024Q4: 21,059 shares; 2025Q1: 3,373 shares; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 1,511 shares 1,511 $395K <0.01% -420 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,950 shares; 2025Q1: 4,711 shares; 2025Q2: 5,072 shares; 2025Q3: 5,073 shares; 2025Q4: 2,024 shares 2,024 $393K <0.01% -3,049 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 5,740 shares; 2025Q1: 60,042 shares; 2025Q2: 51,636 shares; 2025Q3: 13,873 shares; 2025Q4: 7,773 shares 7,773 $392K <0.01% -6,100 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,860 shares; 2025Q1: 3,168 shares; 2025Q2: 3,509 shares; 2025Q3: 4,244 shares; 2025Q4: 2,338 shares 2,338 $392K <0.01% -1,906 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,364 shares 18,364 $390K <0.01% new 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: 5,109 shares; 2025Q3: 4,724 shares; 2025Q4: 2,787 shares 2,787 $390K <0.01% -1,937 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 9,951 shares; 2025Q1: 9,083 shares; 2025Q2: 9,175 shares; 2025Q3: 10,070 shares; 2025Q4: 4,349 shares 4,349 $389K <0.01% -5,721 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 429 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 965 shares 965 $389K <0.01% +424 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,092 shares; 2024Q4: 374,768 shares; 2025Q1: 275,179 shares; 2025Q2: 369,400 shares; 2025Q3: 451,518 shares; 2025Q4: 35,708 shares 35,708 $389K <0.01% -415,810 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: 5,754 shares; 2024Q4: 5,025 shares; 2025Q1: 5,986 shares; 2025Q2: 9,514 shares; 2025Q3: 7,912 shares; 2025Q4: 6,973 shares 6,973 $387K <0.01% -939 Timeline SQMX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,579 shares; 2025Q2: 11,579 shares; 2025Q3: 11,579 shares; 2025Q4: 11,579 shares 11,579 $386K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 9,889 shares; 2025Q1: 71,353 shares; 2025Q2: 73,751 shares; 2025Q3: 9,640 shares; 2025Q4: 4,845 shares 4,845 $386K <0.01% -4,795 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,646 shares; 2025Q3: 94,031 shares; 2025Q4: 104,415 shares 104,415 $385K <0.01% +10,384 Timeline RXI 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: 1,727 shares; 2024Q4: 1,808 shares; 2025Q1: 2,382 shares; 2025Q2: 2,691 shares; 2025Q3: 1,904 shares; 2025Q4: 1,877 shares 1,877 $385K <0.01% -27 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,413 shares 4,413 $385K <0.01% new Timeline IYF 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: 2,916 shares; 2024Q4: 2,939 shares; 2025Q1: 4,282 shares; 2025Q2: 3,245 shares; 2025Q3: 3,263 shares; 2025Q4: 2,985 shares 2,985 $385K <0.01% -278 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,289 shares; 2024Q4: 35,289 shares; 2025Q1: 32,056 shares; 2025Q2: 31,976 shares; 2025Q3: 31,856 shares; 2025Q4: 77,756 shares 77,756 $384K <0.01% +45,900 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,460 shares; 2024Q4: 14,040 shares; 2025Q1: 13,790 shares; 2025Q2: 20,726 shares; 2025Q3: 20,686 shares; 2025Q4: 19,896 shares 19,896 $382K <0.01% -790 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 5,240 shares; 2025Q3: 6,101 shares; 2025Q4: 3,066 shares 3,066 $382K <0.01% -3,035 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,512 shares; 2025Q3: 46,642 shares; 2025Q4: 53,299 shares 53,299 $382K <0.01% +6,657 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 745 shares; 2025Q1: 794 shares; 2025Q2: not reported; 2025Q3: 824 shares; 2025Q4: 611 shares 611 $381K <0.01% -213 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS 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: 20,207 shares; 2025Q3: 21,110 shares; 2025Q4: 22,425 shares 22,425 $379K <0.01% +1,315 Timeline ARTY 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: 8,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 6,605 shares; 2025Q4: 7,863 shares 7,863 $379K <0.01% +1,258 Timeline SCHE 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: 35,548 shares; 2024Q4: 62,196 shares; 2025Q1: 38,202 shares; 2025Q2: 40,664 shares; 2025Q3: 40,281 shares; 2025Q4: 11,558 shares 11,558 $379K <0.01% -28,723 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: 2,540 shares 2,540 $378K <0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,534 shares; 2024Q4: 6,605 shares; 2025Q1: 7,058 shares; 2025Q2: 6,389 shares; 2025Q3: 5,686 shares; 2025Q4: 2,499 shares 2,499 $378K <0.01% -3,187 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 6,042 shares; 2025Q4: 10,431 shares 10,431 $377K <0.01% +4,389 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,679 shares; 2025Q4: 1,568 shares 1,568 $376K <0.01% -111 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: 4,495 shares; 2024Q4: 5,585 shares; 2025Q1: 6,438 shares; 2025Q2: 10,586 shares; 2025Q3: 9,790 shares; 2025Q4: 3,572 shares 3,572 $375K <0.01% -6,218 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,164 shares; 2025Q1: 3,099 shares; 2025Q2: 2,872 shares; 2025Q3: 3,499 shares; 2025Q4: 2,751 shares 2,751 $375K <0.01% -748 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,461 shares; 2024Q4: 29,912 shares; 2025Q1: 29,555 shares; 2025Q2: 28,210 shares; 2025Q3: 28,205 shares; 2025Q4: 10,325 shares 10,325 $375K <0.01% -17,880 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: 42,941 shares; 2024Q4: 38,120 shares; 2025Q1: 22,215 shares; 2025Q2: 30,878 shares; 2025Q3: 23,509 shares; 2025Q4: 15,429 shares 15,429 $374K <0.01% -8,080 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,951 shares; 2024Q4: 69,424 shares; 2025Q1: 71,990 shares; 2025Q2: 30,858 shares; 2025Q3: 33,580 shares; 2025Q4: 31,697 shares 31,697 $372K <0.01% -1,883 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 3,300 shares; 2025Q1: 2,959 shares; 2025Q2: 3,109 shares; 2025Q3: 2,690 shares; 2025Q4: 2,914 shares 2,914 $371K <0.01% +224 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,054 shares; 2024Q4: 17,681 shares; 2025Q1: 16,620 shares; 2025Q2: 15,758 shares; 2025Q3: 16,211 shares; 2025Q4: 5,764 shares 5,764 $371K <0.01% -10,447 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 7,263 shares; 2025Q1: 7,195 shares; 2025Q2: 6,854 shares; 2025Q3: 6,862 shares; 2025Q4: 6,419 shares 6,419 $370K <0.01% -443 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,796 shares 9,796 $370K <0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,508 shares; 2024Q4: 9,980 shares; 2025Q1: 10,092 shares; 2025Q2: 13,023 shares; 2025Q3: 10,581 shares; 2025Q4: 7,734 shares 7,734 $369K <0.01% -2,847 Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,032 shares; 2024Q4: 69,628 shares; 2025Q1: 67,077 shares; 2025Q2: 61,205 shares; 2025Q3: 53,074 shares; 2025Q4: 53,074 shares 53,074 $368K <0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 3,364 shares; 2025Q1: 2,837 shares; 2025Q2: 5,560 shares; 2025Q3: 3,392 shares; 2025Q4: 1,632 shares 1,632 $367K <0.01% -1,760 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES 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: 21,163 shares; 2025Q3: 21,238 shares; 2025Q4: 21,430 shares 21,430 $366K <0.01% +192 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,029 shares; 2025Q1: 13,344 shares; 2025Q2: 13,344 shares; 2025Q3: 14,233 shares; 2025Q4: 14,490 shares 14,490 $365K <0.01% +257 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 7,109 shares; 2025Q1: 6,705 shares; 2025Q2: 6,826 shares; 2025Q3: 4,819 shares; 2025Q4: 1,707 shares 1,707 $364K <0.01% -3,112 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest 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: 17,929 shares; 2025Q4: 12,983 shares 12,983 $364K <0.01% -4,946 Timeline RBIL 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: 7,303 shares 7,303 $363K <0.01% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 7,975 shares; 2025Q1: 7,760 shares; 2025Q2: 7,760 shares; 2025Q3: 7,585 shares; 2025Q4: 7,585 shares 7,585 $361K <0.01% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 2,200 shares; 2025Q1: 2,815 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,283 shares 3,283 $360K <0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 13,888 shares; 2025Q1: 9,421 shares; 2025Q2: 3,348 shares; 2025Q3: 2,657 shares; 2025Q4: 2,071 shares 2,071 $359K <0.01% -586 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,966 shares; 2025Q3: 32,098 shares; 2025Q4: 35,836 shares 35,836 $359K <0.01% +3,738 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 11,999 shares; 2025Q1: 11,195 shares; 2025Q2: 29,355 shares; 2025Q3: 30,635 shares; 2025Q4: 22,972 shares 22,972 $358K <0.01% -7,663 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: 2,465 shares; 2024Q4: not reported; 2025Q1: 2,896 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares 4,050 $357K <0.01% new Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,592 shares; 2024Q4: 13,592 shares; 2025Q1: 16,400 shares; 2025Q2: 16,610 shares; 2025Q3: 16,813 shares; 2025Q4: 17,014 shares 17,014 $355K <0.01% +201 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,368 shares; 2025Q3: 3,559 shares; 2025Q4: 2,791 shares 2,791 $353K <0.01% -768 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,197 shares; 2024Q4: 58,652 shares; 2025Q1: 26,421 shares; 2025Q2: 29,416 shares; 2025Q3: 40,384 shares; 2025Q4: 21,081 shares 21,081 $353K <0.01% -19,303 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,684 shares; 2025Q3: 1,983 shares; 2025Q4: 1,618 shares 1,618 $353K <0.01% -365 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,915 shares; 2024Q4: 4,847 shares; 2025Q1: 4,086 shares; 2025Q2: 6,733 shares; 2025Q3: 7,192 shares; 2025Q4: 3,100 shares 3,100 $352K <0.01% -4,092 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,450 shares; 2025Q1: 3,663 shares; 2025Q2: 3,810 shares; 2025Q3: 4,266 shares; 2025Q4: 4,645 shares 4,645 $351K <0.01% +379 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 14,318 shares; 2025Q4: 30,552 shares 30,552 $351K <0.01% +16,234 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: 4,811 shares; 2024Q4: 4,080 shares; 2025Q1: 3,948 shares; 2025Q2: 5,839 shares; 2025Q3: 4,209 shares; 2025Q4: 3,197 shares 3,197 $350K <0.01% -1,012 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,683 shares; 2024Q4: 79,394 shares; 2025Q1: 25,902 shares; 2025Q2: 10,349 shares; 2025Q3: 7,675 shares; 2025Q4: 7,855 shares 7,855 $350K <0.01% +180 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,586 shares; 2025Q1: 4,750 shares; 2025Q2: 1,773 shares; 2025Q3: 4,112 shares; 2025Q4: 1,184 shares 1,184 $347K <0.01% -2,928 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 785 shares; 2025Q1: 913 shares; 2025Q2: 1,377 shares; 2025Q3: 1,426 shares; 2025Q4: 1,664 shares 1,664 $347K <0.01% +238 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,602 shares; 2024Q4: 45,347 shares; 2025Q1: 45,171 shares; 2025Q2: 45,392 shares; 2025Q3: 44,928 shares; 2025Q4: 5,738 shares 5,738 $347K <0.01% -39,190 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,649 shares; 2024Q4: 7,962 shares; 2025Q1: 7,996 shares; 2025Q2: 8,063 shares; 2025Q3: 8,124 shares; 2025Q4: 8,097 shares 8,097 $345K <0.01% -27 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 4,795 shares 4,795 $343K <0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 1,055 shares; 2025Q4: 969 shares 969 $343K <0.01% -86 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,290 shares; 2025Q3: 15,075 shares; 2025Q4: 14,500 shares 14,500 $343K <0.01% -575 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 3,052 shares; 2025Q1: 2,862 shares; 2025Q2: 2,744 shares; 2025Q3: 3,564 shares; 2025Q4: 2,712 shares 2,712 $341K <0.01% -852 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,585 shares; 2025Q3: 1,780 shares; 2025Q4: 1,126 shares 1,126 $340K <0.01% -654 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,798 shares; 2025Q3: 8,716 shares; 2025Q4: 8,569 shares 8,569 $340K <0.01% -147 Timeline DERM JOURNEY MED CORP More: the full row for JOURNEY MED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,350 shares; 2024Q4: 58,850 shares; 2025Q1: 56,850 shares; 2025Q2: 55,350 shares; 2025Q3: 44,350 shares; 2025Q4: 44,020 shares 44,020 $339K <0.01% -330 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,303 shares; 2024Q4: 49,706 shares; 2025Q1: 48,839 shares; 2025Q2: 73,131 shares; 2025Q3: 72,574 shares; 2025Q4: 21,274 shares 21,274 $337K <0.01% -51,300 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,741 shares; 2025Q1: 1,205 shares; 2025Q2: 4,746 shares; 2025Q3: 5,026 shares; 2025Q4: 1,944 shares 1,944 $337K <0.01% -3,082 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,961 shares; 2025Q1: 1,976 shares; 2025Q2: 3,543 shares; 2025Q3: 3,102 shares; 2025Q4: 1,204 shares 1,204 $336K <0.01% -1,898 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,733 shares; 2025Q1: 1,485 shares; 2025Q2: 1,700 shares; 2025Q3: 1,787 shares; 2025Q4: 630 shares 630 $336K <0.01% -1,157 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA 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: 15,587 shares 15,587 $335K <0.01% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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: 5,931 shares; 2025Q4: 5,209 shares 5,209 $335K <0.01% -722 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: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 2,119 shares; 2025Q2: 2,565 shares; 2025Q3: 3,694 shares; 2025Q4: 1,473 shares 1,473 $333K <0.01% -2,221 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: 2,836 shares; 2024Q4: 2,949 shares; 2025Q1: 1,440 shares; 2025Q2: 3,684 shares; 2025Q3: 2,359 shares; 2025Q4: 1,629 shares 1,629 $333K <0.01% -730 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,637 shares; 2025Q3: 21,273 shares; 2025Q4: 17,784 shares 17,784 $331K <0.01% -3,489 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 7,165 shares; 2025Q1: 7,224 shares; 2025Q2: 5,832 shares; 2025Q3: 21,656 shares; 2025Q4: 9,999 shares 9,999 $330K <0.01% -11,657 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 7,601 shares; 2025Q3: 8,189 shares; 2025Q4: 7,451 shares 7,451 $330K <0.01% -738 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 7,719 shares; 2025Q1: 12,154 shares; 2025Q2: 12,200 shares; 2025Q3: 10,573 shares; 2025Q4: 9,117 shares 9,117 $330K <0.01% -1,456 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,539 shares; 2025Q3: 15,746 shares; 2025Q4: 12,131 shares 12,131 $329K <0.01% -3,615 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,669 shares 21,669 $326K <0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,425 shares; 2025Q1: 3,725 shares; 2025Q2: 4,035 shares; 2025Q3: 3,623 shares; 2025Q4: 1,751 shares 1,751 $323K <0.01% -1,872 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 5,784 shares; 2025Q1: 13,412 shares; 2025Q2: 14,185 shares; 2025Q3: 6,827 shares; 2025Q4: 2,487 shares 2,487 $321K <0.01% -4,340 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 1,156 shares 1,156 $321K <0.01% +316 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE 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: 4,634 shares 4,634 $320K <0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,634 shares; 2025Q4: 1,718 shares 1,718 $320K <0.01% +84 Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,249 shares; 2024Q4: 12,760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,585 shares; 2025Q4: 14,747 shares 14,747 $318K <0.01% +2,162 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,967 shares; 2025Q3: 2,205 shares; 2025Q4: 1,877 shares 1,877 $318K <0.01% -328 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,447 shares; 2025Q3: 3,512 shares; 2025Q4: 3,127 shares 3,127 $317K <0.01% -385 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME 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: 12,104 shares; 2025Q3: 10,555 shares; 2025Q4: 8,631 shares 8,631 $316K <0.01% -1,924 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,669 shares 14,669 $316K <0.01% new Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares 5,353 $315K <0.01% new Timeline SMB 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: 69,621 shares; 2024Q4: 182,524 shares; 2025Q1: 116,485 shares; 2025Q2: 136,927 shares; 2025Q3: 49,696 shares; 2025Q4: 18,039 shares 18,039 $314K <0.01% -31,657 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,494 shares; 2025Q3: 9,706 shares; 2025Q4: 5,826 shares 5,826 $314K <0.01% -3,880 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,231 shares; 2024Q4: 67,699 shares; 2025Q1: 60,226 shares; 2025Q2: 60,853 shares; 2025Q3: 59,305 shares; 2025Q4: 11,165 shares 11,165 $313K <0.01% -48,140 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,434 shares; 2025Q1: 19,203 shares; 2025Q2: 21,363 shares; 2025Q3: 6,955 shares; 2025Q4: 6,697 shares 6,697 $312K <0.01% -258 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,206 shares 13,206 $311K <0.01% new Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 4,185 shares; 2025Q1: 3,570 shares; 2025Q2: 4,000 shares; 2025Q3: 3,918 shares; 2025Q4: 3,303 shares 3,303 $311K <0.01% -615 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,039 shares; 2025Q4: 3,856 shares 3,856 $310K <0.01% -183 Timeline LGCY LEGACY ED INC More: the full row for LEGACY ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,300 shares; 2025Q1: 28,300 shares; 2025Q2: 28,300 shares; 2025Q3: 30,378 shares; 2025Q4: 30,378 shares 30,378 $310K <0.01% 0 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,540 shares; 2024Q4: 4,367 shares; 2025Q1: 4,799 shares; 2025Q2: 5,682 shares; 2025Q3: 9,455 shares; 2025Q4: 4,497 shares 4,497 $309K <0.01% -4,958 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM 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: 6,120 shares 6,120 $309K <0.01% new Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,118 shares; 2025Q1: 2,221 shares; 2025Q2: 1,777 shares; 2025Q3: 3,276 shares; 2025Q4: 1,809 shares 1,809 $309K <0.01% -1,467 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,029 shares; 2025Q3: 26,724 shares; 2025Q4: 14,308 shares 14,308 $308K <0.01% -12,416 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,368 shares; 2025Q1: 2,895 shares; 2025Q2: 2,900 shares; 2025Q3: 2,921 shares; 2025Q4: 2,546 shares 2,546 $308K <0.01% -375 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: 9,169 shares; 2025Q1: 9,161 shares; 2025Q2: 9,157 shares; 2025Q3: 9,184 shares; 2025Q4: 9,183 shares 9,183 $308K <0.01% -1 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,619 shares; 2024Q4: 101,850 shares; 2025Q1: 101,354 shares; 2025Q2: 6,886 shares; 2025Q3: 255,839 shares; 2025Q4: 4,290 shares 4,290 $308K <0.01% -251,549 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 6,581 shares; 2025Q1: 6,150 shares; 2025Q2: 3,764 shares; 2025Q3: 4,429 shares; 2025Q4: 1,108 shares 1,108 $307K <0.01% -3,321 Timeline GNR 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: 7,659 shares; 2024Q4: 6,291 shares; 2025Q1: 6,127 shares; 2025Q2: 5,932 shares; 2025Q3: 7,493 shares; 2025Q4: 4,931 shares 4,931 $306K <0.01% -2,562 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 6,776 shares; 2025Q1: 5,744 shares; 2025Q2: 7,886 shares; 2025Q3: 10,513 shares; 2025Q4: 4,556 shares 4,556 $306K <0.01% -5,957 Timeline ISBA ISABELLA BK CORP More: the full row for ISABELLA 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: 6,099 shares; 2025Q4: 6,111 shares 6,111 $306K <0.01% +12 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO 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: 6,560 shares 6,560 $304K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,040 shares; 2024Q4: 18,261 shares; 2025Q1: 23,133 shares; 2025Q2: 21,291 shares; 2025Q3: not reported; 2025Q4: 13,549 shares 13,549 $302K <0.01% new Timeline QWLD 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: not reported; 2025Q3: 2,108 shares; 2025Q4: 2,105 shares 2,105 $302K <0.01% -3 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: 6,678 shares; 2024Q4: 6,370 shares; 2025Q1: 5,662 shares; 2025Q2: 8,114 shares; 2025Q3: 5,044 shares; 2025Q4: 1,635 shares 1,635 $301K <0.01% -3,409 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,875 shares; 2024Q4: 5,875 shares; 2025Q1: 5,875 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,875 shares 5,875 $301K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 2,917 shares; 2025Q1: 3,575 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,848 shares 2,848 $300K <0.01% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,801 shares; 2025Q1: not reported; 2025Q2: 6,896 shares; 2025Q3: 6,262 shares; 2025Q4: 4,762 shares 4,762 $300K <0.01% -1,500 Timeline TAN 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: 8,509 shares; 2024Q4: 7,936 shares; 2025Q1: 7,826 shares; 2025Q2: 7,776 shares; 2025Q3: 8,079 shares; 2025Q4: 6,089 shares 6,089 $299K <0.01% -1,990 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,352 shares; 2024Q4: 34,358 shares; 2025Q1: 46,365 shares; 2025Q2: 26,372 shares; 2025Q3: 28,380 shares; 2025Q4: 26,507 shares 26,507 $299K <0.01% -1,873 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,055 shares; 2025Q1: 4,603 shares; 2025Q2: 4,866 shares; 2025Q3: 7,808 shares; 2025Q4: 3,740 shares 3,740 $299K <0.01% -4,068 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,233 shares; 2025Q1: 7,258 shares; 2025Q2: 7,061 shares; 2025Q3: 6,236 shares; 2025Q4: 5,398 shares 5,398 $298K <0.01% -838 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,731 shares; 2024Q4: 13,987 shares; 2025Q1: 14,096 shares; 2025Q2: 8,366 shares; 2025Q3: 6,325 shares; 2025Q4: 7,133 shares 7,133 $298K <0.01% +808 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,484 shares; 2024Q4: 10,774 shares; 2025Q1: 10,774 shares; 2025Q2: 10,774 shares; 2025Q3: 10,774 shares; 2025Q4: 11,005 shares 11,005 $297K <0.01% +231 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: 15,870 shares; 2024Q4: 17,025 shares; 2025Q1: 15,644 shares; 2025Q2: 20,665 shares; 2025Q3: 21,273 shares; 2025Q4: 2,820 shares 2,820 $297K <0.01% -18,453 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,206 shares; 2024Q4: 26,412 shares; 2025Q1: 25,470 shares; 2025Q2: 25,400 shares; 2025Q3: 25,400 shares; 2025Q4: 24,712 shares 24,712 $297K <0.01% -688 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,214 shares; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 2,368 shares; 2025Q4: 1,334 shares 1,334 $297K <0.01% -1,034 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,167 shares; 2025Q1: 6,167 shares; 2025Q2: 5,967 shares; 2025Q3: 6,167 shares; 2025Q4: 6,069 shares 6,069 $296K <0.01% -98 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 12,056 shares; 2025Q1: 11,889 shares; 2025Q2: 9,961 shares; 2025Q3: 7,059 shares; 2025Q4: 3,454 shares 3,454 $296K <0.01% -3,605 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,760 shares; 2025Q1: 1,957 shares; 2025Q2: 1,592 shares; 2025Q3: 1,927 shares; 2025Q4: 1,396 shares 1,396 $295K <0.01% -531 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,575 shares; 2025Q1: 7,498 shares; 2025Q2: 7,527 shares; 2025Q3: 7,555 shares; 2025Q4: 8,484 shares 8,484 $294K <0.01% +929 Timeline CSPI CSP INC More: the full row for CSP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,469 shares; 2024Q4: 23,504 shares; 2025Q1: 23,527 shares; 2025Q2: 23,527 shares; 2025Q3: 23,500 shares; 2025Q4: 23,514 shares 23,514 $294K <0.01% +14 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK 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: 9,336 shares; 2025Q2: 9,861 shares; 2025Q3: 9,890 shares; 2025Q4: 8,983 shares 8,983 $292K <0.01% -907 Timeline MLRG 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: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,697 shares; 2025Q4: 3,088 shares 3,088 $291K <0.01% +391 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,898 shares; 2025Q4: 5,981 shares 5,981 $291K <0.01% +83 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,821 shares; 2024Q4: 8,513 shares; 2025Q1: 8,549 shares; 2025Q2: 7,485 shares; 2025Q3: 7,637 shares; 2025Q4: 8,238 shares 8,238 $291K <0.01% +601 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,995 shares; 2025Q3: 2,418 shares; 2025Q4: 1,906 shares 1,906 $291K <0.01% -512 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,871 shares; 2025Q4: 2,832 shares 2,832 $289K <0.01% -1,039 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,036 shares; 2025Q3: 5,399 shares; 2025Q4: 3,970 shares 3,970 $288K <0.01% -1,429 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,981 shares; 2025Q4: 2,167 shares 2,167 $288K <0.01% +186 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,446 shares; 2025Q1: 1,365 shares; 2025Q2: 2,199 shares; 2025Q3: 1,658 shares; 2025Q4: 1,007 shares 1,007 $287K <0.01% -651 Timeline AVEM 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: 3,540 shares; 2025Q4: 3,723 shares 3,723 $287K <0.01% +183 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 4,854 shares; 2025Q1: not reported; 2025Q2: 5,599 shares; 2025Q3: 4,708 shares; 2025Q4: 2,160 shares 2,160 $286K <0.01% -2,548 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,050 shares; 2025Q4: 3,887 shares 3,887 $285K <0.01% -163 Timeline ATI ATI INC More: the full row for ATI 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: 2,468 shares 2,468 $283K <0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,918 shares; 2025Q4: 10,790 shares 10,790 $282K <0.01% -3,128 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT 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: 14,197 shares; 2025Q2: 18,320 shares; 2025Q3: 21,256 shares; 2025Q4: 16,134 shares 16,134 $282K <0.01% -5,122 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 2,790 shares 2,790 $280K <0.01% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,977 shares; 2024Q4: 18,042 shares; 2025Q1: 14,662 shares; 2025Q2: 14,537 shares; 2025Q3: 8,347 shares; 2025Q4: 5,700 shares 5,700 $280K <0.01% -2,647 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: 5,236 shares; 2025Q3: 3,804 shares; 2025Q4: 3,680 shares 3,680 $280K <0.01% -124 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE 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: not reported; 2025Q3: not reported; 2025Q4: 7,219 shares 7,219 $279K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 262 shares; 2025Q1: 186 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares 129 $278K <0.01% new Timeline GRNB 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: 9,709 shares; 2025Q2: 13,474 shares; 2025Q3: 15,466 shares; 2025Q4: 11,406 shares 11,406 $278K <0.01% -4,060 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,371 shares; 2025Q1: 16,143 shares; 2025Q2: 19,493 shares; 2025Q3: 19,570 shares; 2025Q4: 30,075 shares 30,075 $277K <0.01% +10,505 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,357 shares; 2024Q4: 6,127 shares; 2025Q1: 4,753 shares; 2025Q2: 7,276 shares; 2025Q3: 9,971 shares; 2025Q4: 2,173 shares 2,173 $277K <0.01% -7,798 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 1,952 shares; 2025Q1: 7,481 shares; 2025Q2: 8,101 shares; 2025Q3: 3,704 shares; 2025Q4: 2,802 shares 2,802 $274K <0.01% -902 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 1,347 shares 1,347 $274K <0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 6,762 shares; 2025Q1: 6,853 shares; 2025Q2: 10,529 shares; 2025Q3: 10,468 shares; 2025Q4: 6,303 shares 6,303 $273K <0.01% -4,165 Timeline RING 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: 13,140 shares; 2025Q3: 12,907 shares; 2025Q4: 3,686 shares 3,686 $271K <0.01% -9,221 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,118 shares 1,118 $271K <0.01% 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: 9,110 shares; 2024Q4: 8,469 shares; 2025Q1: 9,279 shares; 2025Q2: 11,015 shares; 2025Q3: 10,034 shares; 2025Q4: 2,714 shares 2,714 $271K <0.01% -7,320 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,372 shares; 2024Q4: 7,603 shares; 2025Q1: 7,208 shares; 2025Q2: 6,993 shares; 2025Q3: 6,816 shares; 2025Q4: 3,392 shares 3,392 $269K <0.01% -3,424 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 4,083 shares; 2025Q1: 4,363 shares; 2025Q2: 5,828 shares; 2025Q3: 4,566 shares; 2025Q4: 1,304 shares 1,304 $268K <0.01% -3,262 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,832 shares; 2024Q4: 3,474 shares; 2025Q1: 3,285 shares; 2025Q2: 4,200 shares; 2025Q3: 3,773 shares; 2025Q4: 2,702 shares 2,702 $267K <0.01% -1,071 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,986 shares; 2025Q3: 28,230 shares; 2025Q4: 14,276 shares 14,276 $267K <0.01% -13,954 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares 5,400 $266K <0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 9,785 shares; 2025Q1: 8,616 shares; 2025Q2: 13,727 shares; 2025Q3: 9,445 shares; 2025Q4: 2,557 shares 2,557 $266K <0.01% -6,888 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 5,848 shares; 2025Q1: 5,083 shares; 2025Q2: 5,036 shares; 2025Q3: 4,443 shares; 2025Q4: 4,453 shares 4,453 $266K <0.01% +10 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,970 shares; 2024Q4: 26,274 shares; 2025Q1: 26,881 shares; 2025Q2: 27,570 shares; 2025Q3: 27,978 shares; 2025Q4: 28,034 shares 28,034 $266K <0.01% +56 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,313 shares 22,313 $266K <0.01% new Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,227 shares; 2025Q1: 3,195 shares; 2025Q2: 2,996 shares; 2025Q3: 3,044 shares; 2025Q4: 3,147 shares 3,147 $265K <0.01% +103 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest 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: 4,925 shares; 2025Q4: 2,171 shares 2,171 $265K <0.01% -2,754 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 5,659 shares; 2025Q2: 6,884 shares; 2025Q3: 8,225 shares; 2025Q4: 5,929 shares 5,929 $265K <0.01% -2,296 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,434 shares; 2025Q1: 6,434 shares; 2025Q2: 6,434 shares; 2025Q3: 6,434 shares; 2025Q4: 6,434 shares 6,434 $263K <0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,506 shares 7,506 $263K <0.01% new Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest 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: 20,662 shares 20,662 $263K <0.01% new Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,762 shares; 2025Q1: not reported; 2025Q2: 4,794 shares; 2025Q3: 6,255 shares; 2025Q4: 9,808 shares 9,808 $262K <0.01% +3,553 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,627 shares; 2025Q1: 24,552 shares; 2025Q2: 13,003 shares; 2025Q3: 21,961 shares; 2025Q4: 5,460 shares 5,460 $261K <0.01% -16,501 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 3,425 shares; 2025Q1: 3,589 shares; 2025Q2: 3,546 shares; 2025Q3: 3,503 shares; 2025Q4: 2,663 shares 2,663 $260K <0.01% -840 Timeline DIVB 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: 6,363 shares; 2024Q4: 13,181 shares; 2025Q1: 13,695 shares; 2025Q2: 14,707 shares; 2025Q3: 13,229 shares; 2025Q4: 4,863 shares 4,863 $258K <0.01% -8,366 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,345 shares; 2024Q4: 7,181 shares; 2025Q1: 7,058 shares; 2025Q2: 5,895 shares; 2025Q3: 3,642 shares; 2025Q4: 3,474 shares 3,474 $258K <0.01% -168 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 3,343 shares; 2025Q1: 3,048 shares; 2025Q2: 1,837 shares; 2025Q3: 2,989 shares; 2025Q4: 1,603 shares 1,603 $258K <0.01% -1,386 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,369 shares 7,369 $257K <0.01% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 815 shares 815 $257K <0.01% new Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA 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: 15,251 shares; 2025Q3: 14,737 shares; 2025Q4: 14,848 shares 14,848 $256K <0.01% +111 Timeline IMCG 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: 20,626 shares; 2024Q4: 21,003 shares; 2025Q1: 21,023 shares; 2025Q2: 21,290 shares; 2025Q3: 27,269 shares; 2025Q4: 3,200 shares 3,200 $255K <0.01% -24,069 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 3,413 shares; 2025Q1: 2,474 shares; 2025Q2: 5,438 shares; 2025Q3: 4,752 shares; 2025Q4: 1,869 shares 1,869 $254K <0.01% -2,883 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,290 shares; 2024Q4: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,898 shares; 2025Q3: 6,063 shares; 2025Q4: 6,069 shares 6,069 $254K <0.01% +6 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 9,399 shares; 2025Q3: 9,228 shares; 2025Q4: 4,914 shares 4,914 $254K <0.01% -4,314 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,651 shares; 2024Q4: 2,341 shares; 2025Q1: 6,686 shares; 2025Q2: 6,126 shares; 2025Q3: not reported; 2025Q4: 3,976 shares 3,976 $254K <0.01% new Timeline EUSB 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: 11,813 shares; 2024Q4: 6,064 shares; 2025Q1: 9,290 shares; 2025Q2: 10,954 shares; 2025Q3: 9,904 shares; 2025Q4: 5,776 shares 5,776 $254K <0.01% -4,128 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,320 shares; 2025Q4: 6,385 shares 6,385 $253K <0.01% +65 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,341 shares; 2024Q4: 52,981 shares; 2025Q1: 53,790 shares; 2025Q2: 58,939 shares; 2025Q3: 4,134 shares; 2025Q4: 3,464 shares 3,464 $253K <0.01% -670 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 13,756 shares; 2025Q1: 6,918 shares; 2025Q2: 11,349 shares; 2025Q3: 13,759 shares; 2025Q4: 2,509 shares 2,509 $253K <0.01% -11,250 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,710 shares; 2025Q1: 9,783 shares; 2025Q2: 14,645 shares; 2025Q3: 13,103 shares; 2025Q4: 373 shares 373 $253K <0.01% -12,730 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,638 shares; 2024Q4: 10,063 shares; 2025Q1: 4,205 shares; 2025Q2: not reported; 2025Q3: 3,937 shares; 2025Q4: 3,962 shares 3,962 $252K <0.01% +25 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,499 shares 12,499 $251K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,326 shares; 2024Q4: 2,692 shares; 2025Q1: 3,175 shares; 2025Q2: 1,976 shares; 2025Q3: 1,544 shares; 2025Q4: 680 shares 680 $251K <0.01% -864 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $251K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,826 shares; 2025Q1: 2,410 shares; 2025Q2: 2,864 shares; 2025Q3: 3,494 shares; 2025Q4: 2,139 shares 2,139 $251K <0.01% -1,355 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 4,547 shares; 2025Q1: 5,072 shares; 2025Q2: 5,983 shares; 2025Q3: 5,843 shares; 2025Q4: 2,740 shares 2,740 $250K <0.01% -3,103 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 4,833 shares 4,833 $250K <0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 3,388 shares; 2025Q1: 3,047 shares; 2025Q2: 2,971 shares; 2025Q3: 3,462 shares; 2025Q4: 1,778 shares 1,778 $249K <0.01% -1,684 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,723 shares; 2025Q1: 4,639 shares; 2025Q2: 5,242 shares; 2025Q3: 4,314 shares; 2025Q4: 839 shares 839 $248K <0.01% -3,475 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,444 shares; 2025Q1: 2,985 shares; 2025Q2: 3,758 shares; 2025Q3: 3,051 shares; 2025Q4: 638 shares 638 $248K <0.01% -2,413 Timeline IEX IDEX CORP More: the full row for IDEX 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: 1,395 shares 1,395 $248K <0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,291 shares; 2024Q4: 13,892 shares; 2025Q1: 13,438 shares; 2025Q2: 11,512 shares; 2025Q3: 12,126 shares; 2025Q4: 10,453 shares 10,453 $248K <0.01% -1,673 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,839 shares; 2024Q4: 12,245 shares; 2025Q1: 32,517 shares; 2025Q2: 37,624 shares; 2025Q3: 41,044 shares; 2025Q4: 39,098 shares 39,098 $247K <0.01% -1,946 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest 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: 3,265 shares; 2025Q4: 2,953 shares 2,953 $247K <0.01% -312 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 9,511 shares; 2025Q1: 9,142 shares; 2025Q2: 7,782 shares; 2025Q3: 11,018 shares; 2025Q4: 2,802 shares 2,802 $247K <0.01% -8,216 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,977 shares; 2025Q3: 2,907 shares; 2025Q4: 3,429 shares 3,429 $246K <0.01% +522 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: 4,175 shares; 2024Q4: 4,361 shares; 2025Q1: 4,096 shares; 2025Q2: 7,430 shares; 2025Q3: 8,894 shares; 2025Q4: 947 shares 947 $246K <0.01% -7,947 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: 8,342 shares; 2024Q4: 8,144 shares; 2025Q1: 8,439 shares; 2025Q2: 8,436 shares; 2025Q3: 12,100 shares; 2025Q4: 3,606 shares 3,606 $246K <0.01% -8,494 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,485 shares; 2025Q2: 4,743 shares; 2025Q3: 4,743 shares; 2025Q4: 4,743 shares 4,743 $245K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,038 shares 5,038 $245K <0.01% new 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: 2,189 shares; 2025Q4: 1,325 shares 1,325 $244K <0.01% -864 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 952 shares; 2025Q3: 685 shares; 2025Q4: 403 shares 403 $244K <0.01% -282 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: 1,660 shares; 2024Q4: not reported; 2025Q1: 2,052 shares; 2025Q2: 2,215 shares; 2025Q3: 2,058 shares; 2025Q4: 951 shares 951 $243K <0.01% -1,107 Timeline USRT 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: 20,102 shares; 2024Q4: 23,323 shares; 2025Q1: 18,739 shares; 2025Q2: 4,502 shares; 2025Q3: 4,270 shares; 2025Q4: 4,273 shares 4,273 $243K <0.01% +3 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,973 shares; 2024Q4: 19,288 shares; 2025Q1: 12,132 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,239 shares 7,239 $243K <0.01% new 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: 3,203 shares; 2024Q4: 4,716 shares; 2025Q1: not reported; 2025Q2: 6,568 shares; 2025Q3: 6,208 shares; 2025Q4: 3,629 shares 3,629 $243K <0.01% -2,579 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 10,234 shares; 2025Q4: 8,172 shares 8,172 $243K <0.01% -2,062 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,363 shares; 2025Q1: 4,789 shares; 2025Q2: 6,171 shares; 2025Q3: 4,616 shares; 2025Q4: 3,609 shares 3,609 $243K <0.01% -1,007 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 10,268 shares; 2025Q1: 10,268 shares; 2025Q2: 10,512 shares; 2025Q3: 12,419 shares; 2025Q4: 11,616 shares 11,616 $242K <0.01% -803 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,364 shares; 2024Q4: 31,689 shares; 2025Q1: 33,135 shares; 2025Q2: 32,014 shares; 2025Q3: 30,893 shares; 2025Q4: 30,893 shares 30,893 $242K <0.01% 0 Timeline FBT 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: 30,590 shares; 2024Q4: 30,704 shares; 2025Q1: 31,291 shares; 2025Q2: 30,012 shares; 2025Q3: 28,956 shares; 2025Q4: 1,169 shares 1,169 $241K <0.01% -27,787 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,260 shares; 2025Q1: not reported; 2025Q2: 29,259 shares; 2025Q3: 29,158 shares; 2025Q4: 28,922 shares 28,922 $241K <0.01% -236 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,484 shares; 2025Q1: 1,417 shares; 2025Q2: 1,308 shares; 2025Q3: 1,291 shares; 2025Q4: 1,035 shares 1,035 $241K <0.01% -256 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,707 shares; 2024Q4: 34,386 shares; 2025Q1: 36,386 shares; 2025Q2: 29,664 shares; 2025Q3: 38,791 shares; 2025Q4: 50,069 shares 50,069 $240K <0.01% +11,278 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: 3,335 shares; 2025Q4: 3,563 shares 3,563 $240K <0.01% +228 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 6,699 shares; 2025Q1: 6,701 shares; 2025Q2: 6,739 shares; 2025Q3: 6,742 shares; 2025Q4: 5,082 shares 5,082 $237K <0.01% -1,660 Timeline NZAC 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: 6,011 shares; 2025Q2: 7,341 shares; 2025Q3: 8,779 shares; 2025Q4: 5,530 shares 5,530 $237K <0.01% -3,249 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,941 shares; 2024Q4: 20,941 shares; 2025Q1: 20,941 shares; 2025Q2: 19,120 shares; 2025Q3: 22,181 shares; 2025Q4: 18,138 shares 18,138 $237K <0.01% -4,043 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,226 shares; 2025Q1: 2,649 shares; 2025Q2: 2,802 shares; 2025Q3: 2,935 shares; 2025Q4: 1,639 shares 1,639 $236K <0.01% -1,296 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR 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: 2,163 shares; 2025Q2: 3,015 shares; 2025Q3: not reported; 2025Q4: 1,081 shares 1,081 $235K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,133 shares; 2024Q4: 43,827 shares; 2025Q1: 42,269 shares; 2025Q2: 42,435 shares; 2025Q3: 41,070 shares; 2025Q4: 11,916 shares 11,916 $235K <0.01% -29,154 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,022 shares; 2024Q4: 35,178 shares; 2025Q1: 35,378 shares; 2025Q2: 26,907 shares; 2025Q3: 15,177 shares; 2025Q4: 13,596 shares 13,596 $235K <0.01% -1,581 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: 2,703 shares; 2024Q4: 2,691 shares; 2025Q1: 2,915 shares; 2025Q2: 1,196 shares; 2025Q3: 1,135 shares; 2025Q4: 811 shares 811 $234K <0.01% -324 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 8,969 shares; 2025Q2: not reported; 2025Q3: 11,199 shares; 2025Q4: 4,628 shares 4,628 $234K <0.01% -6,571 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,465 shares; 2024Q4: 35,055 shares; 2025Q1: 36,571 shares; 2025Q2: 25,970 shares; 2025Q3: 28,564 shares; 2025Q4: 27,193 shares 27,193 $234K <0.01% -1,371 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 9,987 shares; 2025Q1: 8,039 shares; 2025Q2: 13,201 shares; 2025Q3: 16,536 shares; 2025Q4: 6,900 shares 6,900 $234K <0.01% -9,636 Timeline CWI 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: 6,490 shares; 2025Q3: 6,490 shares; 2025Q4: 6,490 shares 6,490 $233K <0.01% 0 Timeline PSP 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: not reported; 2025Q4: 3,471 shares 3,471 $233K <0.01% new Timeline EDIV 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: not reported; 2025Q3: not reported; 2025Q4: 5,903 shares 5,903 $231K <0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,562 shares; 2025Q3: not reported; 2025Q4: 8,221 shares 8,221 $230K <0.01% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,298 shares; 2025Q1: 5,719 shares; 2025Q2: 4,615 shares; 2025Q3: 4,437 shares; 2025Q4: 4,124 shares 4,124 $230K <0.01% -313 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,397 shares; 2025Q1: 13,770 shares; 2025Q2: 19,343 shares; 2025Q3: 32,191 shares; 2025Q4: 30,561 shares 30,561 $230K <0.01% -1,630 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 1,378 shares 1,378 $229K <0.01% new Timeline HYTI 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: not reported; 2025Q4: 11,519 shares 11,519 $228K <0.01% new Timeline XLSR 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: 3,692 shares; 2025Q4: 3,654 shares 3,654 $228K <0.01% -38 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,132 shares; 2024Q4: 10,669 shares; 2025Q1: 14,874 shares; 2025Q2: 25,198 shares; 2025Q3: 25,520 shares; 2025Q4: 10,129 shares 10,129 $226K <0.01% -15,391 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,973 shares; 2024Q4: 16,697 shares; 2025Q1: 3,785 shares; 2025Q2: 17,216 shares; 2025Q3: 3,527 shares; 2025Q4: 2,206 shares 2,206 $226K <0.01% -1,321 Timeline SCHJ 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: 67,433 shares; 2024Q4: 163,641 shares; 2025Q1: 157,637 shares; 2025Q2: 158,176 shares; 2025Q3: 172,541 shares; 2025Q4: 9,071 shares 9,071 $226K <0.01% -163,470 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 1,190 shares 1,190 $224K <0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,943 shares; 2025Q3: 5,343 shares; 2025Q4: 1,657 shares 1,657 $224K <0.01% -3,686 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 10,908 shares 10,908 $224K <0.01% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,995 shares; 2024Q4: 56,601 shares; 2025Q1: 56,960 shares; 2025Q2: 59,581 shares; 2025Q3: 62,877 shares; 2025Q4: 7,047 shares 7,047 $223K <0.01% -55,830 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,569 shares; 2024Q4: 65,889 shares; 2025Q1: 63,317 shares; 2025Q2: 63,594 shares; 2025Q3: 69,344 shares; 2025Q4: 4,817 shares 4,817 $223K <0.01% -64,527 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,867 shares; 2025Q3: 19,078 shares; 2025Q4: 11,533 shares 11,533 $223K <0.01% -7,545 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,397 shares 3,397 $223K <0.01% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,592 shares; 2024Q4: 9,220 shares; 2025Q1: 5,895 shares; 2025Q2: not reported; 2025Q3: 6,451 shares; 2025Q4: 4,701 shares 4,701 $223K <0.01% -1,750 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,674 shares; 2025Q4: 4,383 shares 4,383 $222K <0.01% -291 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,963 shares; 2025Q4: 3,962 shares 3,962 $222K <0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,501 shares; 2025Q3: 9,140 shares; 2025Q4: 4,797 shares 4,797 $221K <0.01% -4,343 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE 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: 10,565 shares; 2025Q3: 11,230 shares; 2025Q4: 11,185 shares 11,185 $221K <0.01% -45 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest 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: 22,656 shares 22,656 $221K <0.01% new Timeline EDOW 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: 52,238 shares; 2024Q4: 57,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,112 shares; 2025Q4: 5,347 shares 5,347 $221K <0.01% +235 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest 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: 3,270 shares; 2025Q4: 3,477 shares 3,477 $221K <0.01% +207 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,747 shares; 2025Q1: not reported; 2025Q2: 2,779 shares; 2025Q3: 3,136 shares; 2025Q4: 1,968 shares 1,968 $220K <0.01% -1,168 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,465 shares; 2025Q4: 8,465 shares 8,465 $220K <0.01% 0 Timeline PAAA 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: 5,447 shares; 2024Q4: 5,447 shares; 2025Q1: 5,447 shares; 2025Q2: 5,780 shares; 2025Q3: 3,939 shares; 2025Q4: 4,284 shares 4,284 $220K <0.01% +345 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 5,039 shares; 2025Q3: 5,358 shares; 2025Q4: 4,613 shares 4,613 $219K <0.01% -745 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,861 shares; 2025Q4: 4,943 shares 4,943 $219K <0.01% +82 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,358 shares; 2025Q3: 7,839 shares; 2025Q4: 3,164 shares 3,164 $219K <0.01% -4,675 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,595 shares; 2025Q1: 2,846 shares; 2025Q2: 2,651 shares; 2025Q3: 1,801 shares; 2025Q4: 427 shares 427 $218K <0.01% -1,374 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY 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: 10,343 shares; 2025Q4: 14,048 shares 14,048 $217K <0.01% +3,705 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,701 shares 3,701 $217K <0.01% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,290 shares; 2025Q1: 4,375 shares; 2025Q2: 4,058 shares; 2025Q3: not reported; 2025Q4: 2,482 shares 2,482 $217K <0.01% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL 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: not reported; 2025Q3: 4,145 shares; 2025Q4: 3,666 shares 3,666 $216K <0.01% -479 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: 15,153 shares; 2024Q4: 16,853 shares; 2025Q1: 18,084 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,388 shares 13,388 $215K <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,981 shares; 2025Q1: 4,558 shares; 2025Q2: 8,598 shares; 2025Q3: 8,137 shares; 2025Q4: 3,587 shares 3,587 $215K <0.01% -4,550 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,762 shares; 2024Q4: 33,116 shares; 2025Q1: 32,386 shares; 2025Q2: 31,350 shares; 2025Q3: 26,918 shares; 2025Q4: 11,125 shares 11,125 $215K <0.01% -15,793 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 2,423 shares; 2025Q3: 1,990 shares; 2025Q4: 1,224 shares 1,224 $215K <0.01% -766 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,502 shares; 2024Q4: 25,916 shares; 2025Q1: 24,780 shares; 2025Q2: 33,862 shares; 2025Q3: 12,868 shares; 2025Q4: 13,903 shares 13,903 $215K <0.01% +1,035 Timeline LCTD 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: 18,893 shares; 2024Q4: 9,004 shares; 2025Q1: 7,289 shares; 2025Q2: 7,794 shares; 2025Q3: 8,188 shares; 2025Q4: 3,928 shares 3,928 $215K <0.01% -4,260 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,600 shares; 2025Q3: 9,473 shares; 2025Q4: 4,500 shares 4,500 $214K <0.01% -4,973 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,090 shares; 2025Q1: 1,865 shares; 2025Q2: 1,762 shares; 2025Q3: 1,496 shares; 2025Q4: 1,356 shares 1,356 $214K <0.01% -140 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,286 shares; 2024Q4: 139,610 shares; 2025Q1: 140,293 shares; 2025Q2: 146,034 shares; 2025Q3: 153,499 shares; 2025Q4: 19,579 shares 19,579 $213K <0.01% -133,920 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,658 shares; 2025Q3: 33,385 shares; 2025Q4: 11,020 shares 11,020 $213K <0.01% -22,365 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,026 shares; 2025Q4: 4,664 shares 4,664 $213K <0.01% -362 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,245 shares; 2025Q3: not reported; 2025Q4: 5,374 shares 5,374 $213K <0.01% new Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,038 shares 3,038 $212K <0.01% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR 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: 5,912 shares; 2025Q3: 6,354 shares; 2025Q4: 5,175 shares 5,175 $211K <0.01% -1,179 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 1,105 shares 1,105 $211K <0.01% -329 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 5,013 shares; 2025Q3: 5,364 shares; 2025Q4: 3,039 shares 3,039 $211K <0.01% -2,325 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,357 shares; 2025Q1: 64,570 shares; 2025Q2: 36,131 shares; 2025Q3: 102,504 shares; 2025Q4: 2,315 shares 2,315 $211K <0.01% -100,189 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES 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: 19,929 shares 19,929 $211K <0.01% new 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: not reported; 2025Q2: 11,629 shares; 2025Q3: 157,354 shares; 2025Q4: 9,385 shares 9,385 $211K <0.01% -147,969 Timeline