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: restricted; 2024Q4: 68,055 shares; 2025Q1: 72,567 shares; 2025Q2: 77,781 shares; 2025Q3: 80,543 shares; 2025Q4: 82,197 shares 82,197 $22.8M 4.17% +1,654 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,375 shares; 2025Q1: 178,985 shares; 2025Q2: 193,132 shares; 2025Q3: 200,719 shares; 2025Q4: 205,901 shares 205,901 $22M 4.02% +5,182 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,903 shares; 2025Q1: 51,206 shares; 2025Q2: 54,909 shares; 2025Q3: 56,976 shares; 2025Q4: 58,423 shares 58,423 $20M 3.67% +1,447 Timeline SCHX 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: restricted; 2024Q4: 596,336 shares; 2025Q1: 640,830 shares; 2025Q2: 690,681 shares; 2025Q3: 718,014 shares; 2025Q4: 741,079 shares 741,079 $19.9M 3.65% +23,065 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,138 shares; 2025Q1: 215,002 shares; 2025Q2: 231,439 shares; 2025Q3: 241,191 shares; 2025Q4: 248,254 shares 248,254 $19.9M 3.65% +7,063 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,653 shares; 2025Q1: 52,251 shares; 2025Q2: 56,172 shares; 2025Q3: 58,347 shares; 2025Q4: 59,915 shares 59,915 $18.9M 3.45% +1,568 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,078 shares; 2025Q1: 147,089 shares; 2025Q2: 159,277 shares; 2025Q3: 166,534 shares; 2025Q4: 172,565 shares 172,565 $16M 2.92% +6,031 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163,095 shares; 2025Q1: 177,659 shares; 2025Q2: 194,871 shares; 2025Q3: 205,435 shares; 2025Q4: 213,079 shares 213,079 $15.8M 2.9% +7,644 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: restricted; 2024Q4: 230,028 shares; 2025Q1: 249,388 shares; 2025Q2: 271,473 shares; 2025Q3: 284,357 shares; 2025Q4: 294,790 shares 294,790 $15.6M 2.85% +10,433 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,994 shares; 2025Q1: 147,172 shares; 2025Q2: 144,102 shares; 2025Q3: 143,057 shares; 2025Q4: 141,148 shares 141,148 $11.6M 2.13% -1,909 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,853 shares; 2025Q1: 70,019 shares; 2025Q2: 68,115 shares; 2025Q3: 66,915 shares; 2025Q4: 65,424 shares 65,424 $9.73M 1.78% -1,491 Timeline VONG 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: restricted; 2024Q4: 37,761 shares; 2025Q1: 47,900 shares; 2025Q2: 59,127 shares; 2025Q3: 65,305 shares; 2025Q4: 70,717 shares 70,717 $8.61M 1.58% +5,412 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,494 shares; 2025Q1: 52,302 shares; 2025Q2: 55,271 shares; 2025Q3: 57,157 shares; 2025Q4: 59,407 shares 59,407 $8.53M 1.56% +2,250 Timeline ILCG 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: restricted; 2024Q4: 43,415 shares; 2025Q1: 55,170 shares; 2025Q2: 68,045 shares; 2025Q3: 75,205 shares; 2025Q4: 81,507 shares 81,507 $8.48M 1.55% +6,302 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,090 shares; 2025Q1: 165,274 shares; 2025Q2: 175,339 shares; 2025Q3: 182,045 shares; 2025Q4: 189,755 shares 189,755 $8.44M 1.55% +7,710 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: restricted; 2024Q4: 90,922 shares; 2025Q1: 117,110 shares; 2025Q2: 145,576 shares; 2025Q3: 161,518 shares; 2025Q4: 175,465 shares 175,465 $8.39M 1.54% +13,947 Timeline SCHD 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: restricted; 2024Q4: 210,522 shares; 2025Q1: 229,137 shares; 2025Q2: 244,259 shares; 2025Q3: 254,574 shares; 2025Q4: 267,435 shares 267,435 $7.34M 1.34% +12,861 Timeline PEY 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: restricted; 2024Q4: 280,227 shares; 2025Q1: 305,727 shares; 2025Q2: 326,848 shares; 2025Q3: 341,508 shares; 2025Q4: 359,092 shares 359,092 $7.32M 1.34% +17,584 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,218 shares; 2025Q1: 13,134 shares; 2025Q2: 13,280 shares; 2025Q3: 13,332 shares; 2025Q4: 13,307 shares 13,307 $6.44M 1.18% -25 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395,862 shares; 2025Q1: 443,852 shares; 2025Q2: 481,270 shares; 2025Q3: 508,239 shares; 2025Q4: 540,521 shares 540,521 $6.08M 1.11% +32,282 Timeline FDL 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: restricted; 2024Q4: 98,750 shares; 2025Q1: 111,524 shares; 2025Q2: 121,570 shares; 2025Q3: 128,810 shares; 2025Q4: 136,998 shares 136,998 $6.07M 1.11% +8,188 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: restricted; 2024Q4: 88,482 shares; 2025Q1: 100,745 shares; 2025Q2: 111,187 shares; 2025Q3: 117,980 shares; 2025Q4: 123,912 shares 123,912 $5.96M 1.09% +5,932 Timeline XLE 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: restricted; 2024Q4: 64,755 shares; 2025Q1: 64,490 shares; 2025Q2: 62,660 shares; 2025Q3: 58,978 shares; 2025Q4: 116,181 shares 116,181 $5.19M 0.95% +57,203 Timeline SCZ 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: restricted; 2024Q4: 105,117 shares; 2025Q1: 100,231 shares; 2025Q2: 85,576 shares; 2025Q3: 72,881 shares; 2025Q4: 65,597 shares 65,597 $5.09M 0.93% -7,284 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: restricted; 2024Q4: 108,796 shares; 2025Q1: 126,301 shares; 2025Q2: 139,908 shares; 2025Q3: 149,729 shares; 2025Q4: 161,415 shares 161,415 $5M 0.92% +11,686 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,926 shares; 2025Q1: 18,040 shares; 2025Q2: 18,827 shares; 2025Q3: 18,196 shares; 2025Q4: 18,087 shares 18,087 $4.92M 0.9% -109 Timeline IGLB 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: restricted; 2024Q4: 65,493 shares; 2025Q1: 75,935 shares; 2025Q2: 83,818 shares; 2025Q3: 89,522 shares; 2025Q4: 96,181 shares 96,181 $4.85M 0.89% +6,659 Timeline PFXF 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: restricted; 2024Q4: 176,394 shares; 2025Q1: 208,598 shares; 2025Q2: 233,586 shares; 2025Q3: 251,453 shares; 2025Q4: 272,102 shares 272,102 $4.81M 0.88% +20,649 Timeline PGF 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: restricted; 2024Q4: 207,910 shares; 2025Q1: 245,789 shares; 2025Q2: 275,264 shares; 2025Q3: 297,084 shares; 2025Q4: 322,794 shares 322,794 $4.56M 0.84% +25,710 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,468 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 6,468 shares; 2025Q4: 6,479 shares 6,479 $4.44M 0.81% +11 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,501 shares; 2025Q1: 28,902 shares; 2025Q2: 34,259 shares; 2025Q3: 38,032 shares; 2025Q4: 42,041 shares 42,041 $3.78M 0.69% +4,009 Timeline DEM 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: restricted; 2024Q4: 35,890 shares; 2025Q1: 48,903 shares; 2025Q2: 58,526 shares; 2025Q3: 65,501 shares; 2025Q4: 73,266 shares 73,266 $3.42M 0.63% +7,765 Timeline IEO 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: restricted; 2024Q4: 15,129 shares; 2025Q1: 20,810 shares; 2025Q2: 25,723 shares; 2025Q3: 29,132 shares; 2025Q4: 33,004 shares 33,004 $2.95M 0.54% +3,872 Timeline PSK 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: restricted; 2024Q4: 94,480 shares; 2025Q1: 94,489 shares; 2025Q2: 93,623 shares; 2025Q3: 92,591 shares; 2025Q4: 90,729 shares 90,729 $2.88M 0.53% -1,862 Timeline SCHA 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: restricted; 2024Q4: 96,133 shares; 2025Q1: 95,709 shares; 2025Q2: 95,297 shares; 2025Q3: 94,109 shares; 2025Q4: 93,859 shares 93,859 $2.67M 0.49% -250 Timeline MDYG 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: restricted; 2024Q4: 29,600 shares; 2025Q1: 29,468 shares; 2025Q2: 29,446 shares; 2025Q3: 28,823 shares; 2025Q4: 28,452 shares 28,452 $2.63M 0.48% -371 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,171 shares; 2025Q1: 43,378 shares; 2025Q2: 43,378 shares; 2025Q3: 43,678 shares; 2025Q4: 43,678 shares 43,678 $2.15M 0.39% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,990 shares; 2025Q1: 26,990 shares; 2025Q2: 26,990 shares; 2025Q3: 26,990 shares; 2025Q4: 26,690 shares 26,690 $2.06M 0.38% -300 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,569 shares; 2025Q1: 6,683 shares; 2025Q2: 6,593 shares; 2025Q3: 6,593 shares; 2025Q4: 6,593 shares 6,593 $2.06M 0.38% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,033 shares; 2025Q1: 8,678 shares; 2025Q2: 8,813 shares; 2025Q3: 8,763 shares; 2025Q4: 8,723 shares 8,723 $2.01M 0.37% -40 Timeline DSI 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: restricted; 2024Q4: 14,981 shares; 2025Q1: 15,059 shares; 2025Q2: 15,166 shares; 2025Q3: 15,135 shares; 2025Q4: 15,178 shares 15,178 $1.96M 0.36% +43 Timeline SPLV 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: restricted; 2024Q4: 30,769 shares; 2025Q1: 30,571 shares; 2025Q2: 29,152 shares; 2025Q3: 28,612 shares; 2025Q4: 27,328 shares 27,328 $1.95M 0.36% -1,284 Timeline SCHG 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: restricted; 2024Q4: 50,064 shares; 2025Q1: 53,193 shares; 2025Q2: 57,743 shares; 2025Q3: 60,267 shares; 2025Q4: 59,784 shares 59,784 $1.95M 0.36% -483 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: restricted; 2024Q4: 24,376 shares; 2025Q1: 24,376 shares; 2025Q2: 24,376 shares; 2025Q3: 24,376 shares; 2025Q4: 23,701 shares 23,701 $1.84M 0.34% -675 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,768 shares; 2025Q1: 35,051 shares; 2025Q2: 35,051 shares; 2025Q3: 34,836 shares; 2025Q4: 33,782 shares 33,782 $1.8M 0.33% -1,054 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,300 shares; 2025Q1: 42,279 shares; 2025Q2: 42,220 shares; 2025Q3: 42,165 shares; 2025Q4: 41,453 shares 41,453 $1.71M 0.31% -712 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,993 shares; 2025Q1: 18,173 shares; 2025Q2: 18,173 shares; 2025Q3: 17,704 shares; 2025Q4: 17,704 shares 17,704 $1.7M 0.31% 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: restricted; 2024Q4: 5,890 shares; 2025Q1: 6,337 shares; 2025Q2: 7,006 shares; 2025Q3: 7,350 shares; 2025Q4: 7,228 shares 7,228 $1.62M 0.3% -122 Timeline CSB 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: restricted; 2024Q4: 40,518 shares; 2025Q1: 38,582 shares; 2025Q2: 38,395 shares; 2025Q3: 28,685 shares; 2025Q4: 27,581 shares 27,581 $1.62M 0.3% -1,104 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,507 shares; 2025Q1: 26,288 shares; 2025Q2: 26,288 shares; 2025Q3: 26,288 shares; 2025Q4: 26,168 shares 26,168 $1.62M 0.3% -120 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 37,950 shares; 2025Q2: 39,500 shares; 2025Q3: 39,500 shares; 2025Q4: 38,675 shares 38,675 $1.6M 0.29% -825 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,112 shares; 2025Q1: 20,537 shares; 2025Q2: 20,537 shares; 2025Q3: 20,537 shares; 2025Q4: 20,143 shares 20,143 $1.6M 0.29% -394 Timeline SDY 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: restricted; 2024Q4: 12,090 shares; 2025Q1: 12,087 shares; 2025Q2: 11,834 shares; 2025Q3: 11,530 shares; 2025Q4: 11,425 shares 11,425 $1.59M 0.29% -105 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,552 shares; 2025Q3: 25,555 shares; 2025Q4: 24,932 shares 24,932 $1.59M 0.29% -623 Timeline PWB 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: restricted; 2024Q4: 10,033 shares; 2025Q1: 10,828 shares; 2025Q2: 11,952 shares; 2025Q3: 12,575 shares; 2025Q4: 12,422 shares 12,422 $1.58M 0.29% -153 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,420 shares; 2025Q1: 37,791 shares; 2025Q2: 37,833 shares; 2025Q3: 37,913 shares; 2025Q4: 36,882 shares 36,882 $1.5M 0.28% -1,031 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,413 shares; 2025Q1: 1,428 shares; 2025Q2: 1,428 shares; 2025Q3: 1,441 shares; 2025Q4: 1,396 shares 1,396 $1.49M 0.27% -45 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 101,100 shares; 2025Q2: 105,975 shares; 2025Q3: 105,975 shares; 2025Q4: 103,725 shares 103,725 $1.49M 0.27% -2,250 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: restricted; 2024Q4: 17,950 shares; 2025Q1: 44,550 shares; 2025Q2: 44,550 shares; 2025Q3: 44,550 shares; 2025Q4: 43,725 shares 43,725 $1.48M 0.27% -825 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,075 shares; 2025Q1: 40,297 shares; 2025Q2: 40,297 shares; 2025Q3: 40,597 shares; 2025Q4: 39,997 shares 39,997 $1.48M 0.27% -600 Timeline MLPX 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: restricted; 2024Q4: 25,562 shares; 2025Q1: 25,466 shares; 2025Q2: 25,279 shares; 2025Q3: 24,480 shares; 2025Q4: 24,176 shares 24,176 $1.46M 0.27% -304 Timeline SPXN 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: restricted; 2024Q4: 15,454 shares; 2025Q1: 16,777 shares; 2025Q2: 18,714 shares; 2025Q3: 19,815 shares; 2025Q4: 19,704 shares 19,704 $1.46M 0.27% -111 Timeline LGOV 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: restricted; 2024Q4: 66,924 shares; 2025Q1: 66,954 shares; 2025Q2: 66,854 shares; 2025Q3: 66,761 shares; 2025Q4: 65,213 shares 65,213 $1.42M 0.26% -1,548 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,550 shares; 2025Q1: 9,583 shares; 2025Q2: 9,583 shares; 2025Q3: 9,458 shares; 2025Q4: 8,008 shares 8,008 $1.42M 0.26% -1,450 Timeline IUSG 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: restricted; 2024Q4: 6,627 shares; 2025Q1: 7,214 shares; 2025Q2: 8,070 shares; 2025Q3: 8,531 shares; 2025Q4: 8,447 shares 8,447 $1.42M 0.26% -84 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,548 shares; 2025Q1: 5,995 shares; 2025Q2: 6,660 shares; 2025Q3: 7,156 shares; 2025Q4: 7,135 shares 7,135 $1.42M 0.26% -21 Timeline SPHQ 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: restricted; 2024Q4: 14,679 shares; 2025Q1: 15,887 shares; 2025Q2: 17,636 shares; 2025Q3: 18,678 shares; 2025Q4: 18,630 shares 18,630 $1.4M 0.26% -48 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,648 shares; 2025Q1: 14,348 shares; 2025Q2: 23,650 shares; 2025Q3: 23,653 shares; 2025Q4: 23,331 shares 23,331 $1.36M 0.25% -322 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,325 shares; 2025Q1: 12,255 shares; 2025Q2: 12,261 shares; 2025Q3: 12,268 shares; 2025Q4: 12,198 shares 12,198 $1.36M 0.25% -70 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,406 shares; 2025Q1: 75,310 shares; 2025Q2: 74,370 shares; 2025Q3: 72,659 shares; 2025Q4: 71,863 shares 71,863 $1.36M 0.25% -796 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 2,437 shares; 2025Q2: 7,110 shares; 2025Q3: 7,110 shares; 2025Q4: 7,284 shares 7,284 $1.36M 0.25% +174 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: restricted; 2024Q4: 30,394 shares; 2025Q1: 30,286 shares; 2025Q2: 29,911 shares; 2025Q3: 29,911 shares; 2025Q4: 29,539 shares 29,539 $1.36M 0.25% -372 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: restricted; 2024Q4: 74,150 shares; 2025Q1: 80,750 shares; 2025Q2: 80,750 shares; 2025Q3: 80,750 shares; 2025Q4: 79,125 shares 79,125 $1.34M 0.25% -1,625 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35,350 shares; 2025Q2: 35,350 shares; 2025Q3: 35,350 shares; 2025Q4: 34,650 shares 34,650 $1.33M 0.24% -700 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,926 shares; 2025Q1: 13,626 shares; 2025Q2: 13,626 shares; 2025Q3: 13,721 shares; 2025Q4: 13,721 shares 13,721 $1.32M 0.24% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,437 shares; 2025Q1: 33,437 shares; 2025Q2: 33,437 shares; 2025Q3: 33,437 shares; 2025Q4: 33,437 shares 33,437 $1.32M 0.24% 0 Timeline SLYG 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: restricted; 2024Q4: 14,158 shares; 2025Q1: 14,108 shares; 2025Q2: 14,042 shares; 2025Q3: 13,931 shares; 2025Q4: 13,895 shares 13,895 $1.31M 0.24% -36 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,669 shares; 2025Q1: 10,569 shares; 2025Q2: 11,902 shares; 2025Q3: 12,659 shares; 2025Q4: 12,646 shares 12,646 $1.29M 0.24% -13 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 14,833 shares; 2025Q2: 14,833 shares; 2025Q3: 14,833 shares; 2025Q4: 14,533 shares 14,533 $1.29M 0.24% -300 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,583 shares; 2025Q1: 2,891 shares; 2025Q2: 8,879 shares; 2025Q3: 8,891 shares; 2025Q4: 8,816 shares 8,816 $1.27M 0.23% -75 Timeline VWOB 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: restricted; 2024Q4: 19,178 shares; 2025Q1: 19,178 shares; 2025Q2: 19,144 shares; 2025Q3: 19,144 shares; 2025Q4: 18,683 shares 18,683 $1.26M 0.23% -461 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares 2,601 $1.26M 0.23% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,001 shares; 2025Q1: 44,001 shares; 2025Q2: 44,001 shares; 2025Q3: 43,776 shares; 2025Q4: 31,820 shares 31,820 $1.23M 0.23% -11,956 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,575 shares; 2025Q1: 6,575 shares; 2025Q2: 6,475 shares; 2025Q3: 6,375 shares; 2025Q4: 6,375 shares 6,375 $1.22M 0.22% 0 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: restricted; 2024Q4: 28,462 shares; 2025Q1: 28,284 shares; 2025Q2: 27,776 shares; 2025Q3: 14,098 shares; 2025Q4: 13,614 shares 13,614 $1.21M 0.22% -484 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,900 shares; 2025Q1: 103,900 shares; 2025Q2: 103,900 shares; 2025Q3: 103,900 shares; 2025Q4: 102,575 shares 102,575 $1.2M 0.22% -1,325 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,075 shares; 2025Q3: 69,825 shares; 2025Q4: 69,025 shares 69,025 $1.19M 0.22% -800 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,076 shares; 2025Q1: 7,154 shares; 2025Q2: 7,154 shares; 2025Q3: 7,154 shares; 2025Q4: 7,154 shares 7,154 $1.16M 0.21% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,456 shares; 2025Q1: 20,619 shares; 2025Q2: 20,619 shares; 2025Q3: 20,619 shares; 2025Q4: 20,330 shares 20,330 $1.15M 0.21% -289 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,436 shares; 2025Q1: 47,357 shares; 2025Q2: 47,357 shares; 2025Q3: 47,357 shares; 2025Q4: 46,707 shares 46,707 $1.14M 0.21% -650 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,265 shares; 2025Q1: 50,265 shares; 2025Q2: 42,415 shares; 2025Q3: 40,315 shares; 2025Q4: 40,315 shares 40,315 $1.13M 0.21% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,175 shares; 2025Q1: 14,273 shares; 2025Q2: 14,273 shares; 2025Q3: 14,273 shares; 2025Q4: 14,273 shares 14,273 $1.13M 0.21% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,038 shares; 2025Q1: 9,113 shares; 2025Q2: 29,763 shares; 2025Q3: 29,851 shares; 2025Q4: 29,153 shares 29,153 $1.12M 0.2% -698 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: restricted; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 64,708 shares; 2025Q3: 64,708 shares; 2025Q4: 62,783 shares 62,783 $1.11M 0.2% -1,925 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,625 shares; 2025Q1: 29,575 shares; 2025Q2: 29,575 shares; 2025Q3: 29,575 shares; 2025Q4: 29,275 shares 29,275 $1.1M 0.2% -300 Timeline CDL 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: restricted; 2024Q4: 19,605 shares; 2025Q1: 19,455 shares; 2025Q2: 17,836 shares; 2025Q3: 17,085 shares; 2025Q4: 15,906 shares 15,906 $1.1M 0.2% -1,179 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,150 shares; 2025Q1: 5,199 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 5,199 shares 5,199 $1.09M 0.2% 0 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,989 shares; 2025Q1: 44,989 shares; 2025Q2: 60,114 shares; 2025Q3: 60,114 shares; 2025Q4: 40,889 shares 40,889 $1.08M 0.2% -19,225 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,716 shares; 2025Q1: 3,716 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,716 shares 3,716 $1.07M 0.2% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,347 shares 11,347 $1.07M 0.2% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,247 shares; 2025Q1: 4,247 shares; 2025Q2: 4,247 shares; 2025Q3: 4,247 shares; 2025Q4: 4,247 shares 4,247 $1.05M 0.19% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,688 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,579 shares 5,579 $1.03M 0.19% +39 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,942 shares; 2025Q1: 42,523 shares; 2025Q2: 42,531 shares; 2025Q3: 42,590 shares; 2025Q4: 41,529 shares 41,529 $1.03M 0.19% -1,061 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,823 shares; 2025Q1: 40,676 shares; 2025Q2: 40,677 shares; 2025Q3: 40,678 shares; 2025Q4: 40,879 shares 40,879 $1.02M 0.19% +201 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 220 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 27,775 shares 27,775 $1.02M 0.19% +27,575 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,438 shares 12,438 $1M 0.18% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,839 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 11,253 shares; 2025Q4: 10,031 shares 10,031 $995K 0.18% -1,222 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: restricted; 2024Q4: 5,675 shares; 2025Q1: 6,075 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 2,900 shares 2,900 $986K 0.18% -3,175 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,055 shares; 2025Q1: 9,205 shares; 2025Q2: 9,205 shares; 2025Q3: 9,325 shares; 2025Q4: 9,325 shares 9,325 $982K 0.18% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,212 shares; 2025Q1: 8,587 shares; 2025Q2: 8,587 shares; 2025Q3: 8,587 shares; 2025Q4: 8,512 shares 8,512 $968K 0.18% -75 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: restricted; 2024Q4: 68,879 shares; 2025Q1: 57,654 shares; 2025Q2: 56,554 shares; 2025Q3: 56,554 shares; 2025Q4: 48,775 shares 48,775 $943K 0.17% -7,779 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: restricted; 2024Q4: 21,250 shares; 2025Q1: 21,250 shares; 2025Q2: 21,250 shares; 2025Q3: 21,250 shares; 2025Q4: 21,025 shares 21,025 $940K 0.17% -225 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,715 shares; 2025Q1: 11,715 shares; 2025Q2: 11,715 shares; 2025Q3: 11,715 shares; 2025Q4: 11,715 shares 11,715 $938K 0.17% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,700 shares; 2025Q3: 19,700 shares; 2025Q4: 19,125 shares 19,125 $918K 0.17% -575 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 40,729 shares; 2025Q4: 42,237 shares 42,237 $914K 0.17% +1,508 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: restricted; 2024Q4: 8,404 shares; 2025Q1: 9,054 shares; 2025Q2: 13,954 shares; 2025Q3: 13,954 shares; 2025Q4: 12,304 shares 12,304 $914K 0.17% -1,650 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: restricted; 2024Q4: 19,587 shares; 2025Q1: 18,049 shares; 2025Q2: 17,044 shares; 2025Q3: 15,267 shares; 2025Q4: 14,802 shares 14,802 $895K 0.16% -465 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 813 shares; 2025Q1: 2,863 shares; 2025Q2: 2,938 shares; 2025Q3: 2,938 shares; 2025Q4: 2,850 shares 2,850 $894K 0.16% -88 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: restricted; 2024Q4: 5,446 shares; 2025Q1: 5,446 shares; 2025Q2: 5,446 shares; 2025Q3: 5,446 shares; 2025Q4: 5,446 shares 5,446 $886K 0.16% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,628 shares; 2025Q1: 18,628 shares; 2025Q2: 18,628 shares; 2025Q3: 18,628 shares; 2025Q4: 18,008 shares 18,008 $883K 0.16% -620 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,053 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 2,722 shares 2,722 $877K 0.16% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,389 shares; 2025Q1: 10,829 shares; 2025Q2: 10,829 shares; 2025Q3: 10,829 shares; 2025Q4: 11,256 shares 11,256 $871K 0.16% +427 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 5,900 shares; 2025Q4: 5,274 shares 5,274 $863K 0.16% -626 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,420 shares; 2025Q4: 2,423 shares 2,423 $839K 0.15% +3 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,692 shares 12,692 $830K 0.15% new 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: restricted; 2024Q4: 43,969 shares; 2025Q1: 43,664 shares; 2025Q2: 18,636 shares; 2025Q3: 17,841 shares; 2025Q4: 17,766 shares 17,766 $829K 0.15% -75 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: restricted; 2024Q4: 27,333 shares; 2025Q1: 28,533 shares; 2025Q2: 28,533 shares; 2025Q3: 28,533 shares; 2025Q4: 27,983 shares 27,983 $825K 0.15% -550 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,850 shares; 2025Q1: 21,850 shares; 2025Q2: 21,850 shares; 2025Q3: 21,850 shares; 2025Q4: 21,850 shares 21,850 $797K 0.15% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,750 shares; 2025Q2: 19,750 shares; 2025Q3: 19,750 shares; 2025Q4: 19,025 shares 19,025 $797K 0.15% -725 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,225 shares; 2025Q1: 137,225 shares; 2025Q2: 137,225 shares; 2025Q3: 137,225 shares; 2025Q4: 137,225 shares 137,225 $789K 0.14% 0 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,911 shares; 2025Q1: 16,275 shares; 2025Q2: 16,156 shares; 2025Q3: 6,195 shares; 2025Q4: 6,158 shares 6,158 $779K 0.14% -37 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,075 shares; 2025Q1: 60,075 shares; 2025Q2: 60,075 shares; 2025Q3: 60,075 shares; 2025Q4: 32,555 shares 32,555 $778K 0.14% -27,520 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,350 shares; 2025Q1: 26,350 shares; 2025Q2: 26,350 shares; 2025Q3: 26,350 shares; 2025Q4: 23,971 shares 23,971 $769K 0.14% -2,379 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,138 shares; 2025Q1: 9,225 shares; 2025Q2: 9,225 shares; 2025Q3: 9,225 shares; 2025Q4: 9,100 shares 9,100 $766K 0.14% -125 Timeline IWM 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: restricted; 2024Q4: 3,320 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares 3,108 $765K 0.14% 0 Timeline RZG 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: restricted; 2024Q4: 31,700 shares; 2025Q1: 25,044 shares; 2025Q2: 15,342 shares; 2025Q3: 14,401 shares; 2025Q4: 14,039 shares 14,039 $763K 0.14% -362 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,437 shares; 2025Q1: 12,437 shares; 2025Q2: 12,437 shares; 2025Q3: 12,437 shares; 2025Q4: 12,062 shares 12,062 $763K 0.14% -375 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 305 shares; 2025Q2: 5,770 shares; 2025Q3: 5,770 shares; 2025Q4: 3,520 shares 3,520 $754K 0.14% -2,250 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,752 shares; 2025Q1: 17,752 shares; 2025Q2: 17,752 shares; 2025Q3: 17,752 shares; 2025Q4: 16,902 shares 16,902 $750K 0.14% -850 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares; 2025Q4: 10,107 shares 10,107 $743K 0.14% -250 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,556 shares; 2025Q1: 9,311 shares; 2025Q2: 9,311 shares; 2025Q3: 9,311 shares; 2025Q4: 6,342 shares 6,342 $740K 0.14% -2,969 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,088 shares; 2025Q1: 15,101 shares; 2025Q2: 15,269 shares; 2025Q3: 15,288 shares; 2025Q4: 15,294 shares 15,294 $734K 0.13% +6 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,484 shares; 2025Q1: 5,966 shares; 2025Q2: 5,979 shares; 2025Q3: 5,992 shares; 2025Q4: 6,004 shares 6,004 $723K 0.13% +12 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: restricted; 2024Q4: 6,540 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 5,090 shares 5,090 $720K 0.13% -1,450 Timeline BAC 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: restricted; 2024Q4: 18,387 shares; 2025Q1: 18,257 shares; 2025Q2: 18,257 shares; 2025Q3: 13,588 shares; 2025Q4: 13,088 shares 13,088 $720K 0.13% -500 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,573 shares; 2025Q1: 10,419 shares; 2025Q2: 10,112 shares; 2025Q3: 10,255 shares; 2025Q4: 10,292 shares 10,292 $720K 0.13% +37 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: restricted; 2024Q4: 15,575 shares; 2025Q1: 15,681 shares; 2025Q2: 18,706 shares; 2025Q3: 18,706 shares; 2025Q4: 16,606 shares 16,606 $719K 0.13% -2,100 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,017 shares; 2025Q4: 1,043 shares 1,043 $711K 0.13% +26 Timeline EMLP 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: restricted; 2024Q4: 27,731 shares; 2025Q1: 26,383 shares; 2025Q2: 20,186 shares; 2025Q3: 19,592 shares; 2025Q4: 18,757 shares 18,757 $710K 0.13% -835 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,504 shares; 2025Q3: 2,054 shares; 2025Q4: 2,029 shares 2,029 $710K 0.13% -25 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,217 shares; 2025Q1: 6,217 shares; 2025Q2: 6,217 shares; 2025Q3: 6,217 shares; 2025Q4: 6,277 shares 6,277 $709K 0.13% +60 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,900 shares; 2025Q3: 25,900 shares; 2025Q4: 25,200 shares 25,200 $702K 0.13% -700 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,150 shares; 2025Q1: 22,900 shares; 2025Q2: 22,900 shares; 2025Q3: 22,900 shares; 2025Q4: 23,325 shares 23,325 $697K 0.13% +425 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,194 shares; 2025Q1: 44,919 shares; 2025Q2: 44,519 shares; 2025Q3: 44,519 shares; 2025Q4: 44,519 shares 44,519 $694K 0.13% 0 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,175 shares; 2025Q1: 10,175 shares; 2025Q2: 10,175 shares; 2025Q3: 10,175 shares; 2025Q4: 10,175 shares 10,175 $689K 0.13% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,950 shares; 2025Q1: 16,950 shares; 2025Q2: 16,950 shares; 2025Q3: 16,950 shares; 2025Q4: 11,875 shares 11,875 $685K 0.13% -5,075 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: restricted; 2024Q4: 30,017 shares; 2025Q1: 31,642 shares; 2025Q2: 31,642 shares; 2025Q3: 31,642 shares; 2025Q4: 28,067 shares 28,067 $681K 0.12% -3,575 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: restricted; 2024Q4: 8,484 shares; 2025Q1: 8,903 shares; 2025Q2: 30,114 shares; 2025Q3: 30,122 shares; 2025Q4: 29,105 shares 29,105 $680K 0.12% -1,017 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,287 shares; 2025Q1: 22,287 shares; 2025Q2: 22,287 shares; 2025Q3: 22,287 shares; 2025Q4: 21,715 shares 21,715 $663K 0.12% -572 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,825 shares; 2025Q1: 14,825 shares; 2025Q2: 14,825 shares; 2025Q3: 14,825 shares; 2025Q4: 7,625 shares 7,625 $663K 0.12% -7,200 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,392 shares; 2025Q1: 6,392 shares; 2025Q2: 6,392 shares; 2025Q3: 6,392 shares; 2025Q4: 6,392 shares 6,392 $654K 0.12% 0 Timeline JSMD 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: restricted; 2024Q4: 10,089 shares; 2025Q1: 8,979 shares; 2025Q2: 8,979 shares; 2025Q3: 8,979 shares; 2025Q4: 7,991 shares 7,991 $652K 0.12% -988 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,675 shares 70,675 $652K 0.12% new Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 17,300 shares; 2025Q3: 17,300 shares; 2025Q4: 16,950 shares 16,950 $647K 0.12% -350 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,849 shares; 2025Q2: 1,850 shares; 2025Q3: 1,868 shares; 2025Q4: 1,877 shares 1,877 $646K 0.12% +9 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,654 shares; 2025Q1: 27,654 shares; 2025Q2: 66,604 shares; 2025Q3: 66,604 shares; 2025Q4: 63,979 shares 63,979 $640K 0.12% -2,625 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,306 shares; 2025Q1: 81,856 shares; 2025Q2: 81,856 shares; 2025Q3: 81,856 shares; 2025Q4: 48,481 shares 48,481 $638K 0.12% -33,375 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,687 shares; 2025Q1: 14,687 shares; 2025Q2: 14,687 shares; 2025Q3: 14,687 shares; 2025Q4: 9,787 shares 9,787 $637K 0.12% -4,900 Timeline SPGP 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: restricted; 2024Q4: 7,123 shares; 2025Q1: 7,123 shares; 2025Q2: 7,123 shares; 2025Q3: 6,730 shares; 2025Q4: 5,586 shares 5,586 $636K 0.12% -1,144 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: restricted; 2024Q4: 4,100 shares; 2025Q1: 3,875 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares 3,875 $628K 0.11% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,325 shares; 2025Q1: 13,325 shares; 2025Q2: 13,325 shares; 2025Q3: 13,325 shares; 2025Q4: 13,325 shares 13,325 $622K 0.11% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,581 shares; 2025Q1: 7,581 shares; 2025Q2: 7,581 shares; 2025Q3: 7,581 shares; 2025Q4: 7,581 shares 7,581 $622K 0.11% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,776 shares; 2025Q1: 4,776 shares; 2025Q2: 4,776 shares; 2025Q3: 4,776 shares; 2025Q4: 4,776 shares 4,776 $616K 0.11% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,057 shares; 2025Q1: 14,182 shares; 2025Q2: 14,182 shares; 2025Q3: 14,182 shares; 2025Q4: 7,575 shares 7,575 $616K 0.11% -6,607 Timeline DVY 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: restricted; 2024Q4: 4,749 shares; 2025Q1: 4,749 shares; 2025Q2: 4,459 shares; 2025Q3: 4,409 shares; 2025Q4: 4,334 shares 4,334 $612K 0.11% -75 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,502 shares; 2025Q1: 31,242 shares; 2025Q2: 31,242 shares; 2025Q3: 31,242 shares; 2025Q4: 30,592 shares 30,592 $607K 0.11% -650 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,825 shares; 2025Q1: 26,825 shares; 2025Q2: 26,825 shares; 2025Q3: 26,825 shares; 2025Q4: 26,125 shares 26,125 $597K 0.11% -700 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,877 shares; 2025Q1: 11,877 shares; 2025Q2: 11,877 shares; 2025Q3: 11,877 shares; 2025Q4: 9,327 shares 9,327 $594K 0.11% -2,550 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,150 shares; 2025Q3: 16,156 shares; 2025Q4: 15,686 shares 15,686 $586K 0.11% -470 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,042 shares; 2025Q1: 21,042 shares; 2025Q2: 20,607 shares; 2025Q3: 11,702 shares; 2025Q4: 6,172 shares 6,172 $581K 0.11% -5,530 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,020 shares; 2025Q1: 39,760 shares; 2025Q2: 39,760 shares; 2025Q3: 39,760 shares; 2025Q4: 39,360 shares 39,360 $581K 0.11% -400 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,399 shares; 2025Q1: 2,306 shares; 2025Q2: 3,493 shares; 2025Q3: 4,310 shares; 2025Q4: 4,688 shares 4,688 $578K 0.11% +378 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,484 shares; 2025Q1: 13,484 shares; 2025Q2: 13,484 shares; 2025Q3: 13,484 shares; 2025Q4: 13,234 shares 13,234 $577K 0.11% -250 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: 8,521 shares; 2025Q3: 8,521 shares; 2025Q4: 8,521 shares 8,521 $566K 0.1% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,694 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,574 shares; 2025Q4: 1,524 shares 1,524 $564K 0.1% -50 Timeline XSHD 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: restricted; 2024Q4: 44,437 shares; 2025Q1: 44,408 shares; 2025Q2: 44,276 shares; 2025Q3: 44,139 shares; 2025Q4: 43,776 shares 43,776 $561K 0.1% -363 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,348 shares; 2025Q1: 57,348 shares; 2025Q2: 57,348 shares; 2025Q3: 57,348 shares; 2025Q4: 53,077 shares 53,077 $555K 0.1% -4,271 Timeline XLG 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: restricted; 2024Q4: 2,877 shares; 2025Q1: 4,580 shares; 2025Q2: 7,087 shares; 2025Q3: 8,482 shares; 2025Q4: 9,300 shares 9,300 $551K 0.1% +818 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,775 shares; 2025Q1: 220,775 shares; 2025Q2: 220,775 shares; 2025Q3: 220,775 shares; 2025Q4: 220,775 shares 220,775 $545K 0.1% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,087 shares; 2025Q4: 4,087 shares 4,087 $542K 0.1% 0 Timeline RWX 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: restricted; 2024Q4: 21,056 shares; 2025Q1: 21,056 shares; 2025Q2: 20,998 shares; 2025Q3: 19,241 shares; 2025Q4: 19,037 shares 19,037 $533K 0.1% -204 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: restricted; 2024Q4: 20,869 shares; 2025Q1: 21,669 shares; 2025Q2: 21,669 shares; 2025Q3: 21,669 shares; 2025Q4: 21,419 shares 21,419 $523K 0.1% -250 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 10,962 shares; 2025Q3: 10,965 shares; 2025Q4: 10,605 shares 10,605 $519K 0.1% -360 Timeline IWL 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: restricted; 2024Q4: 929 shares; 2025Q1: 1,481 shares; 2025Q2: 2,291 shares; 2025Q3: 2,750 shares; 2025Q4: 3,036 shares 3,036 $518K 0.09% +286 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,945 shares; 2025Q1: 14,925 shares; 2025Q2: 14,925 shares; 2025Q3: 14,925 shares; 2025Q4: 13,625 shares 13,625 $514K 0.09% -1,300 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: restricted; 2024Q4: 8,053 shares; 2025Q1: 8,053 shares; 2025Q2: 8,053 shares; 2025Q3: 8,053 shares; 2025Q4: 8,053 shares 8,053 $514K 0.09% 0 Timeline SRET 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: restricted; 2024Q4: 25,260 shares; 2025Q1: 23,703 shares; 2025Q2: 23,634 shares; 2025Q3: 23,591 shares; 2025Q4: 23,370 shares 23,370 $509K 0.09% -221 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,148 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920 $509K 0.09% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,079 shares; 2025Q1: 1,756 shares; 2025Q2: 2,734 shares; 2025Q3: 3,300 shares; 2025Q4: 3,649 shares 3,649 $505K 0.09% +349 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 270 shares; 2025Q2: 5,623 shares; 2025Q3: 7,230 shares; 2025Q4: 5,730 shares 5,730 $500K 0.09% -1,500 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,575 shares; 2025Q1: 5,575 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,575 shares 5,575 $497K 0.09% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,150 shares; 2025Q1: 7,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 6,775 shares 6,775 $489K 0.09% -375 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,166 shares; 2025Q1: 9,166 shares; 2025Q2: 9,166 shares; 2025Q3: 9,166 shares; 2025Q4: 9,166 shares 9,166 $487K 0.09% 0 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares 10,100 $486K 0.09% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 893 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,216 shares 1,216 $482K 0.09% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 2,136 shares 2,136 $481K 0.09% -50 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,245 shares; 2025Q1: 2,426 shares; 2025Q2: 2,426 shares; 2025Q3: 2,464 shares; 2025Q4: 2,317 shares 2,317 $480K 0.09% -147 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: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 3,809 shares 3,809 $479K 0.09% +3,729 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,520 shares; 2025Q1: 2,530 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 1,670 shares 1,670 $477K 0.09% -850 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,907 shares; 2025Q1: 8,066 shares; 2025Q2: 8,066 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares 8,066 $473K 0.09% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,169 shares; 2025Q1: 8,756 shares; 2025Q2: 8,756 shares; 2025Q3: 8,756 shares; 2025Q4: 8,756 shares 8,756 $472K 0.09% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,946 shares; 2025Q1: 3,709 shares; 2025Q2: 3,709 shares; 2025Q3: 3,709 shares; 2025Q4: 3,209 shares 3,209 $470K 0.09% -500 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 5,000 shares 5,000 $469K 0.09% +4,500 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 634 shares; 2025Q4: 739 shares 739 $463K 0.08% +105 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,207 shares; 2025Q1: 10,207 shares; 2025Q2: 10,207 shares; 2025Q3: 10,207 shares; 2025Q4: 10,207 shares 10,207 $455K 0.08% 0 Timeline CCU COMPANIA CERVECERIAS UNIDAS More: the full row for COMPANIA CERVECERIAS UNIDAS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,675 shares; 2025Q1: 36,275 shares; 2025Q2: 36,275 shares; 2025Q3: 36,275 shares; 2025Q4: 35,075 shares 35,075 $448K 0.08% -1,200 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,325 shares; 2025Q1: 15,525 shares; 2025Q2: 15,525 shares; 2025Q3: 15,525 shares; 2025Q4: 15,225 shares 15,225 $433K 0.08% -300 Timeline EZM 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: restricted; 2024Q4: 6,837 shares; 2025Q1: 6,753 shares; 2025Q2: 6,695 shares; 2025Q3: 6,544 shares; 2025Q4: 6,470 shares 6,470 $432K 0.08% -74 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 5,002 shares 5,002 $432K 0.08% +4,939 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $428K 0.08% 0 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: restricted; 2024Q4: 39,152 shares; 2025Q1: 39,152 shares; 2025Q2: 39,152 shares; 2025Q3: 39,152 shares; 2025Q4: 39,152 shares 39,152 $426K 0.08% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,282 shares; 2025Q1: 7,282 shares; 2025Q2: 7,282 shares; 2025Q3: 7,266 shares; 2025Q4: 7,200 shares 7,200 $422K 0.08% -66 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,891 shares; 2025Q1: 23,891 shares; 2025Q2: 23,891 shares; 2025Q3: 23,891 shares; 2025Q4: 13,274 shares 13,274 $414K 0.08% -10,617 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,560 shares; 2025Q1: 12,365 shares; 2025Q2: 12,365 shares; 2025Q3: 12,365 shares; 2025Q4: 11,890 shares 11,890 $413K 0.08% -475 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,050 shares; 2025Q1: 14,050 shares; 2025Q2: 14,050 shares; 2025Q3: 14,050 shares; 2025Q4: 14,050 shares 14,050 $407K 0.07% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,485 shares; 2025Q1: 22,485 shares; 2025Q2: 22,485 shares; 2025Q3: 22,485 shares; 2025Q4: 22,485 shares 22,485 $407K 0.07% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 45 shares; 2025Q2: 1,195 shares; 2025Q3: 1,196 shares; 2025Q4: 1,180 shares 1,180 $390K 0.07% -16 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,060 shares; 2025Q1: 19,060 shares; 2025Q2: 19,060 shares; 2025Q3: 19,060 shares; 2025Q4: 18,878 shares 18,878 $388K 0.07% -182 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,625 shares; 2025Q1: 19,992 shares; 2025Q2: 19,992 shares; 2025Q3: 19,992 shares; 2025Q4: 18,442 shares 18,442 $376K 0.07% -1,550 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,889 shares; 2025Q1: 4,959 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 2,034 shares 2,034 $373K 0.07% -1,050 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: restricted; 2024Q4: 11,118 shares; 2025Q1: 11,118 shares; 2025Q2: 11,118 shares; 2025Q3: 10,311 shares; 2025Q4: 8,036 shares 8,036 $372K 0.07% -2,275 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,250 shares; 2025Q1: 20,340 shares; 2025Q2: 20,345 shares; 2025Q3: 20,345 shares; 2025Q4: 14,120 shares 14,120 $366K 0.07% -6,225 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,650 shares; 2025Q1: 31,312 shares; 2025Q2: 31,312 shares; 2025Q3: 31,312 shares; 2025Q4: 13,600 shares 13,600 $357K 0.07% -17,712 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: 1,132 shares; 2025Q2: 1,109 shares; 2025Q3: 1,111 shares; 2025Q4: 1,113 shares 1,113 $340K 0.06% +2 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: restricted; 2024Q4: 25,606 shares; 2025Q1: 25,606 shares; 2025Q2: 25,606 shares; 2025Q3: 25,606 shares; 2025Q4: 25,084 shares 25,084 $331K 0.06% -522 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,125 shares; 2025Q1: 39,350 shares; 2025Q2: 39,350 shares; 2025Q3: 39,350 shares; 2025Q4: 37,325 shares 37,325 $327K 0.06% -2,025 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,016 shares; 2025Q1: 4,227 shares; 2025Q2: 4,227 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares 4,227 $327K 0.06% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $326K 0.06% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares 1,899 $325K 0.06% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $321K 0.06% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,191 shares; 2025Q1: 18,541 shares; 2025Q2: 18,541 shares; 2025Q3: 18,541 shares; 2025Q4: 13,991 shares 13,991 $309K 0.06% -4,550 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $307K 0.06% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,425 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $304K 0.06% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,945 shares; 2025Q1: 11,350 shares; 2025Q2: 11,350 shares; 2025Q3: 8,300 shares; 2025Q4: 7,950 shares 7,950 $302K 0.06% -350 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,822 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,964 shares 1,964 $299K 0.05% +28 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 106 shares; 2025Q4: 1,088 shares 1,088 $292K 0.05% +982 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,174 shares; 2025Q1: 6,174 shares; 2025Q2: 6,174 shares; 2025Q3: 6,174 shares; 2025Q4: 6,174 shares 6,174 $289K 0.05% 0 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: restricted; 2024Q4: 12,108 shares; 2025Q1: 12,108 shares; 2025Q2: 12,108 shares; 2025Q3: 12,108 shares; 2025Q4: 12,108 shares 12,108 $286K 0.05% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 653 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares 569 $286K 0.05% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,106 shares; 2025Q1: 30,106 shares; 2025Q2: 30,906 shares; 2025Q3: 30,906 shares; 2025Q4: 21,660 shares 21,660 $284K 0.05% -9,246 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,635 shares; 2025Q1: 28,322 shares; 2025Q2: 28,322 shares; 2025Q3: 28,322 shares; 2025Q4: 25,787 shares 25,787 $284K 0.05% -2,535 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares 675 $282K 0.05% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,445 shares; 2025Q1: 28,445 shares; 2025Q2: 28,445 shares; 2025Q3: 28,445 shares; 2025Q4: 23,520 shares 23,520 $277K 0.05% -4,925 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 690 shares; 2025Q3: 533 shares; 2025Q4: 585 shares 585 $277K 0.05% +52 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,930 shares; 2025Q1: 22,867 shares; 2025Q2: 21,967 shares; 2025Q3: 21,967 shares; 2025Q4: 21,967 shares 21,967 $277K 0.05% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 2,386 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,431 shares 2,431 $275K 0.05% -55 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,668 shares; 2025Q1: 4,768 shares; 2025Q2: 4,768 shares; 2025Q3: 4,768 shares; 2025Q4: 4,618 shares 4,618 $270K 0.05% -150 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,176 shares; 2025Q1: 8,198 shares; 2025Q2: 8,458 shares; 2025Q3: 8,594 shares; 2025Q4: 8,894 shares 8,894 $269K 0.05% +300 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 301 shares; 2025Q1: 300 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares 399 $263K 0.05% 0 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,925 shares; 2025Q1: 11,925 shares; 2025Q2: 11,925 shares; 2025Q3: 11,925 shares; 2025Q4: 9,675 shares 9,675 $262K 0.05% -2,250 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,950 shares; 2025Q1: 33,625 shares; 2025Q2: 33,625 shares; 2025Q3: 33,625 shares; 2025Q4: 33,225 shares 33,225 $260K 0.05% -400 Timeline DON 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: restricted; 2024Q4: 5,695 shares; 2025Q1: 5,350 shares; 2025Q2: 5,231 shares; 2025Q3: 5,112 shares; 2025Q4: 5,027 shares 5,027 $259K 0.05% -85 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: restricted; 2024Q4: 7,077 shares; 2025Q1: 7,077 shares; 2025Q2: 7,077 shares; 2025Q3: 7,077 shares; 2025Q4: 7,077 shares 7,077 $259K 0.05% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,958 shares; 2025Q1: 2,967 shares; 2025Q2: 3,076 shares; 2025Q3: 3,165 shares; 2025Q4: 3,162 shares 3,162 $256K 0.05% -3 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 416 shares 416 $255K 0.05% +408 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares 1,575 $249K 0.05% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,871 shares; 2025Q1: 2,880 shares; 2025Q2: 2,994 shares; 2025Q3: 3,083 shares; 2025Q4: 3,084 shares 3,084 $249K 0.05% +1 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: restricted; 2024Q4: 13,832 shares; 2025Q1: 13,832 shares; 2025Q2: 13,832 shares; 2025Q3: 13,832 shares; 2025Q4: 12,000 shares 12,000 $248K 0.05% -1,832 Timeline IWB 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: restricted; 2024Q4: 6,294 shares; 2025Q1: 6,153 shares; 2025Q2: 6,153 shares; 2025Q3: 1,013 shares; 2025Q4: 647 shares 647 $242K 0.04% -366 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,877 shares; 2025Q1: 8,877 shares; 2025Q2: 8,877 shares; 2025Q3: 8,877 shares; 2025Q4: 8,877 shares 8,877 $241K 0.04% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 1,670 shares 1,670 $240K 0.04% +785 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: restricted; 2024Q4: 2,872 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,967 shares; 2025Q4: 2,997 shares 2,997 $239K 0.04% +30 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,725 shares; 2025Q1: 16,725 shares; 2025Q2: 16,725 shares; 2025Q3: 16,725 shares; 2025Q4: 16,725 shares 16,725 $238K 0.04% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,900 shares; 2025Q1: 10,675 shares; 2025Q2: 10,375 shares; 2025Q3: 10,375 shares; 2025Q4: 9,875 shares 9,875 $238K 0.04% -500 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $238K 0.04% 0 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: restricted; 2024Q4: 12,476 shares; 2025Q1: 12,476 shares; 2025Q2: 12,476 shares; 2025Q3: 12,476 shares; 2025Q4: 12,326 shares 12,326 $236K 0.04% -150 Timeline GUESS? INC GUESS? INC More: the full row for GUESS? INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,850 shares; 2025Q1: 14,650 shares; 2025Q2: 14,650 shares; 2025Q3: 14,650 shares; 2025Q4: 14,000 shares 14,000 $234K 0.04% -650 DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,156 shares; 2025Q1: 14,246 shares; 2025Q2: 14,246 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares 5,992 $231K 0.04% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,460 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares 1,760 $230K 0.04% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,020 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares 2,480 $228K 0.04% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,150 shares 1,150 $224K 0.04% -175 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,250 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares 5,625 $221K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares 1,894 $220K 0.04% 0 Timeline IEI 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: restricted; 2024Q4: 1,505 shares; 2025Q1: 1,510 shares; 2025Q2: 1,574 shares; 2025Q3: 1,592 shares; 2025Q4: 1,788 shares 1,788 $213K 0.04% +196 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 987 shares; 2025Q1: 1,137 shares; 2025Q2: 1,281 shares; 2025Q3: 1,343 shares; 2025Q4: 1,418 shares 1,418 $211K 0.04% +75 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,504 shares; 2025Q1: 18,554 shares; 2025Q2: 18,554 shares; 2025Q3: 18,554 shares; 2025Q4: 17,304 shares 17,304 $210K 0.04% -1,250 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: restricted; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares 2,642 $209K 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,165 shares; 2025Q1: 4,963 shares; 2025Q2: 3,070 shares; 2025Q3: 3,576 shares; 2025Q4: 3,351 shares 3,351 $209K 0.04% -225 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,823 shares; 2025Q1: 15,723 shares; 2025Q2: 11,112 shares; 2025Q3: 11,112 shares; 2025Q4: 8,100 shares 8,100 $206K 0.04% -3,012 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,699 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares 1,949 $204K 0.04% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,938 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 3,938 shares; 2025Q4: 3,838 shares 3,838 $204K 0.04% -100 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: restricted; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $203K 0.04% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $201K 0.04% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,186 shares; 2025Q1: 991 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 686 shares 686 $199K 0.04% -105 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,275 shares; 2025Q1: 7,275 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,275 shares 7,275 $199K 0.04% 0 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,498 shares; 2025Q1: 4,514 shares; 2025Q2: 4,712 shares; 2025Q3: 4,885 shares; 2025Q4: 4,944 shares 4,944 $197K 0.04% +59 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,991 shares; 2025Q1: 15,216 shares; 2025Q2: 15,216 shares; 2025Q3: 15,216 shares; 2025Q4: 14,191 shares 14,191 $197K 0.04% -1,025 Timeline MGK 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: restricted; 2024Q4: 1,331 shares; 2025Q1: 1,329 shares; 2025Q2: 1,323 shares; 2025Q3: 484 shares; 2025Q4: 472 shares 472 $195K 0.04% -12 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,144 shares; 2025Q1: 8,397 shares; 2025Q2: 8,397 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares 3,275 $189K 0.03% 0 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,075 shares; 2025Q1: 14,075 shares; 2025Q2: 7,900 shares; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares 7,900 $188K 0.03% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,644 shares; 2025Q1: 6,644 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 6,925 shares 6,925 $188K 0.03% 0 Timeline TFLO 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: restricted; 2024Q4: 3,206 shares; 2025Q1: 3,219 shares; 2025Q2: 3,372 shares; 2025Q3: 3,512 shares; 2025Q4: 3,633 shares 3,633 $183K 0.03% +121 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: restricted; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares 1,054 $183K 0.03% 0 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,696 shares; 2025Q1: 7,729 shares; 2025Q2: 8,114 shares; 2025Q3: 8,461 shares; 2025Q4: 8,759 shares 8,759 $182K 0.03% +298 Timeline GNMA 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: restricted; 2024Q4: 3,640 shares; 2025Q1: 3,655 shares; 2025Q2: 3,835 shares; 2025Q3: 3,997 shares; 2025Q4: 4,064 shares 4,064 $181K 0.03% +67 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,684 shares; 2025Q1: 6,712 shares; 2025Q2: 7,044 shares; 2025Q3: 7,341 shares; 2025Q4: 7,472 shares 7,472 $179K 0.03% +131 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,661 shares; 2025Q3: 1,729 shares; 2025Q4: 1,791 shares 1,791 $179K 0.03% +62 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,653 shares; 2025Q3: 1,567 shares; 2025Q4: 1,623 shares 1,623 $179K 0.03% +56 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,672 shares; 2025Q1: 8,835 shares; 2025Q2: 8,835 shares; 2025Q3: 8,760 shares; 2025Q4: 7,872 shares 7,872 $177K 0.03% -888 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 741 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 926 shares; 2025Q4: 756 shares 756 $173K 0.03% -170 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,925 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,300 shares; 2025Q4: 6,200 shares 6,200 $168K 0.03% -3,100 Timeline SCHZ 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: restricted; 2024Q4: 7,094 shares; 2025Q1: 7,094 shares; 2025Q2: 7,094 shares; 2025Q3: 7,094 shares; 2025Q4: 7,094 shares 7,094 $166K 0.03% 0 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,744 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,431 shares; 2025Q4: 1,431 shares 1,431 $165K 0.03% 0 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 6,900 shares 6,900 $162K 0.03% -500 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 510 shares; 2025Q2: 635 shares; 2025Q3: 432 shares; 2025Q4: 359 shares 359 $161K 0.03% -73 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,911 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,911 shares; 2025Q4: 4,911 shares 4,911 $161K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares 1,658 $155K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 875 shares 875 $152K 0.03% -90 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,631 shares; 2025Q3: 6,631 shares; 2025Q4: 6,631 shares 6,631 $148K 0.03% 0 Timeline IYE 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: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares 3,050 $145K 0.03% 0 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: restricted; 2024Q4: 1,211 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares 1,139 $143K 0.03% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,055 shares; 2025Q1: 11,055 shares; 2025Q2: 11,055 shares; 2025Q3: 11,055 shares; 2025Q4: 10,755 shares 10,755 $143K 0.03% -300 Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,750 shares; 2025Q1: 33,750 shares; 2025Q2: 33,750 shares; 2025Q3: 33,750 shares; 2025Q4: 32,250 shares 32,250 $143K 0.03% -1,500 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares 3,075 $140K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 387 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 369 shares; 2025Q4: 395 shares 395 $139K 0.03% +26 Timeline DLS 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: restricted; 2024Q4: 22,779 shares; 2025Q1: 22,335 shares; 2025Q2: 4,756 shares; 2025Q3: 1,707 shares; 2025Q4: 1,707 shares 1,707 $138K 0.03% 0 Timeline XLV 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: restricted; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 892 shares 892 $138K 0.03% +19 Timeline SCHB 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: restricted; 2024Q4: 6,486 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 4,148 shares; 2025Q4: 5,193 shares 5,193 $136K 0.02% +1,045 Timeline VCIT 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: restricted; 2024Q4: 1,604 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares 1,597 $134K 0.02% 0 Timeline DFAT 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: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares 2,238 $133K 0.02% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,915 shares; 2025Q1: 10,915 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares 11,615 $133K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 855 shares 855 $131K 0.02% +684 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,787 shares; 2025Q1: 3,051 shares; 2025Q2: 3,051 shares; 2025Q3: 3,051 shares; 2025Q4: 2,738 shares 2,738 $131K 0.02% -313 Timeline DBI DESIGNER BRANDS INC More: the full row for DESIGNER BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,434 shares; 2025Q1: 18,267 shares; 2025Q2: 18,267 shares; 2025Q3: 18,267 shares; 2025Q4: 17,517 shares 17,517 $130K 0.02% -750 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,700 shares 2,700 $128K 0.02% -40 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares 594 $128K 0.02% new Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,300 shares; 2025Q1: 6,620 shares; 2025Q2: 6,620 shares; 2025Q3: 6,620 shares; 2025Q4: 5,020 shares 5,020 $128K 0.02% -1,600 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares 546 $126K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,008 shares; 2025Q1: 471 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares 409 $126K 0.02% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,280 shares; 2025Q4: 3,200 shares 3,200 $125K 0.02% -80 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $125K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,995 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 375 shares; 2025Q4: 142 shares 142 $125K 0.02% -233 Timeline DFAC 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: restricted; 2024Q4: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares 3,135 $124K 0.02% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,708 shares; 2025Q1: 2,337 shares; 2025Q2: 2,338 shares; 2025Q3: 1,554 shares; 2025Q4: 1,561 shares 1,561 $120K 0.02% +7 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,347 shares; 2025Q1: 33,747 shares; 2025Q2: 33,747 shares; 2025Q3: 33,747 shares; 2025Q4: 32,197 shares 32,197 $120K 0.02% -1,550 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,552 shares; 2025Q1: 2,552 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares; 2025Q4: 2,906 shares 2,906 $119K 0.02% 0 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: restricted; 2024Q4: 9,464 shares; 2025Q1: 9,464 shares; 2025Q2: 9,464 shares; 2025Q3: 6,268 shares; 2025Q4: 4,112 shares 4,112 $119K 0.02% -2,156 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,064 shares; 2025Q1: 3,314 shares; 2025Q2: 3,314 shares; 2025Q3: 3,314 shares; 2025Q4: 3,314 shares 3,314 $117K 0.02% 0 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: restricted; 2024Q4: 522 shares; 2025Q1: 761 shares; 2025Q2: 980 shares; 2025Q3: 1,073 shares; 2025Q4: 1,184 shares 1,184 $116K 0.02% +111 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: restricted; 2024Q4: 419 shares; 2025Q1: 607 shares; 2025Q2: 786 shares; 2025Q3: 865 shares; 2025Q4: 955 shares 955 $116K 0.02% +90 Timeline SUSA 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: restricted; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 645 shares; 2025Q3: 718 shares; 2025Q4: 817 shares 817 $114K 0.02% +99 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,430 shares; 2025Q1: 4,278 shares; 2025Q2: 1,336 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares 1,258 $113K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares 362 $112K 0.02% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares 951 $112K 0.02% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,464 shares; 2025Q1: 3,764 shares; 2025Q2: 3,764 shares; 2025Q3: 3,764 shares; 2025Q4: 3,514 shares 3,514 $110K 0.02% -250 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 378 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares 421 $108K 0.02% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,701 shares; 2025Q1: 6,701 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 6,223 shares 6,223 $107K 0.02% -478 Timeline EVCM EVERCOMMERCE INC More: the full row for EVERCOMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,822 shares; 2025Q1: 8,822 shares; 2025Q2: 8,822 shares; 2025Q3: 8,822 shares; 2025Q4: 8,822 shares 8,822 $107K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares 315 $106K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $103K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,190 shares; 2025Q1: 8,338 shares; 2025Q2: 8,138 shares; 2025Q3: 4,162 shares; 2025Q4: 638 shares 638 $102K 0.02% -3,524 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares 1,248 $102K 0.02% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,417 shares; 2025Q1: 1,840 shares; 2025Q2: 1,822 shares; 2025Q3: 1,472 shares; 2025Q4: 1,515 shares 1,515 $102K 0.02% +43 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares 497 $101K 0.02% 0 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $100K 0.02% 0 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $99.8K 0.02% 0 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: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares 650 $99.6K 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares 282 $98.9K 0.02% 0 Timeline RTH 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: restricted; 2024Q4: 3,363 shares; 2025Q1: 2,243 shares; 2025Q2: 1,542 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377 $94.1K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 343 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 476 shares; 2025Q4: 476 shares 476 $92.9K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares 297 $92.7K 0.02% 0 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: restricted; 2024Q4: 3,525 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $92K 0.02% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 2,200 shares 2,200 $90.5K 0.02% -2,775 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: restricted; 2024Q4: 2,504 shares; 2025Q1: 2,504 shares; 2025Q2: 2,504 shares; 2025Q3: 2,504 shares; 2025Q4: 2,250 shares 2,250 $90.5K 0.02% -254 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares 1,209 $89.6K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 454 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $87.9K 0.02% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,067 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares 1,056 $87.6K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 407 shares; 2025Q4: 407 shares 407 $86.2K 0.02% 0 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: restricted; 2024Q4: 2,825 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $85.5K 0.02% 0 Timeline CRBN 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: restricted; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares 362 $83.5K 0.02% 0 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,037 shares; 2025Q1: 25,615 shares; 2025Q2: 25,615 shares; 2025Q3: 25,615 shares; 2025Q4: 22,215 shares 22,215 $82.9K 0.02% -3,400 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: restricted; 2024Q4: 6,817 shares; 2025Q1: 6,629 shares; 2025Q2: 6,629 shares; 2025Q3: 6,629 shares; 2025Q4: 6,629 shares 6,629 $82.5K 0.02% 0 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $82.5K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,486 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares 879 $81.9K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 837 shares 837 $81.8K 0.01% -183 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 596 shares; 2025Q1: 862 shares; 2025Q2: 1,030 shares; 2025Q3: 1,024 shares; 2025Q4: 988 shares 988 $81.3K 0.01% -36 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares 334 $80.5K 0.01% 0 Timeline IWD 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: restricted; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 378 shares; 2025Q4: 378 shares 378 $79.5K 0.01% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,145 shares; 2025Q1: 3,145 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares 3,145 $79.2K 0.01% 0 Timeline TG TREDEGAR CORP More: the full row for TREDEGAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $79K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,803 shares; 2025Q1: 4,515 shares; 2025Q2: 4,515 shares; 2025Q3: 4,515 shares; 2025Q4: 4,515 shares 4,515 $78.3K 0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,050 shares; 2025Q1: 13,050 shares; 2025Q2: 13,050 shares; 2025Q3: 13,050 shares; 2025Q4: 12,650 shares 12,650 $77.3K 0.01% -400 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,885 shares; 2025Q1: 26,885 shares; 2025Q2: 26,885 shares; 2025Q3: 26,885 shares; 2025Q4: 9,894 shares 9,894 $76.8K 0.01% -16,991 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,400 shares; 2025Q1: 18,700 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 17,600 shares 17,600 $75.7K 0.01% -1,100 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 426 shares; 2025Q3: 429 shares; 2025Q4: 255 shares 255 $75.5K 0.01% -174 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,125 shares; 2025Q2: 11,950 shares; 2025Q3: 11,950 shares; 2025Q4: 11,750 shares 11,750 $74.3K 0.01% -200 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,093 shares; 2025Q4: 8,093 shares 8,093 $73.9K 0.01% 0 Timeline FIW 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: restricted; 2024Q4: 399 shares; 2025Q1: 588 shares; 2025Q2: 705 shares; 2025Q3: 701 shares; 2025Q4: 677 shares 677 $73.5K 0.01% -24 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: restricted; 2024Q4: 8,911 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 10,091 shares 10,091 $72.3K 0.01% +291 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: restricted; 2024Q4: 1,742 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,925 shares 1,925 $72K 0.01% +7 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $71.7K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 900 shares; 2025Q4: 600 shares 600 $70.3K 0.01% -300 Timeline ESML 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: restricted; 2024Q4: 1,526 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares 1,526 $70.2K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,198 shares; 2025Q1: 24,373 shares; 2025Q2: 19,619 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares 1,225 $69.4K 0.01% 0 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares 3,915 $69.3K 0.01% new 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: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $68.9K 0.01% 0 Timeline SHLD 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: restricted; 2024Q4: 438 shares; 2025Q1: 680 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 1,037 shares 1,037 $67.2K 0.01% +354 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $67K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,086 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares 1,190 $65.2K 0.01% 0 Timeline IUSB 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: restricted; 2024Q4: 210 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares 1,391 $64.7K 0.01% 0 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares 1,589 $64.1K 0.01% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,086 shares; 2025Q1: 29,461 shares; 2025Q2: 29,461 shares; 2025Q3: 29,461 shares; 2025Q4: 27,031 shares 27,031 $64.1K 0.01% -2,430 Timeline VCLT 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: restricted; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares 843 $63.9K 0.01% 0 Timeline SCHM 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: restricted; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares 2,109 $63.4K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,222 shares; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 2,222 shares; 2025Q4: 2,222 shares 2,222 $62.8K 0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares 1,570 $61.9K 0.01% 0 Timeline VWO 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: restricted; 2024Q4: 844 shares; 2025Q1: 672 shares; 2025Q2: 771 shares; 2025Q3: 1,100 shares; 2025Q4: 1,133 shares 1,133 $60.9K 0.01% +33 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,380 shares; 2025Q1: 23,380 shares; 2025Q2: 23,380 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $60.8K 0.01% 0 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 16,300 shares; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares; 2025Q4: 14,500 shares 14,500 $60.5K 0.01% -1,800 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 332 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 373 shares; 2025Q4: 373 shares 373 $59.9K 0.01% 0 Timeline GDX 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: restricted; 2024Q4: 438 shares; 2025Q1: 689 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares 692 $59.4K 0.01% 0 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: restricted; 2024Q4: 149,566 shares; 2025Q1: 5,970 shares; 2025Q2: 5,970 shares; 2025Q3: 5,054 shares; 2025Q4: 5,054 shares 5,054 $59.3K 0.01% 0 Timeline NULV 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: restricted; 2024Q4: 1,103 shares; 2025Q1: 1,600 shares; 2025Q2: 1,902 shares; 2025Q3: 1,891 shares; 2025Q4: 1,314 shares 1,314 $59.2K 0.01% -577 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,550 shares 1,550 $59.1K 0.01% -450 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: restricted; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,129 shares; 2025Q4: 1,051 shares 1,051 $59.1K 0.01% -78 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares 1,087 $58.5K 0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,204 shares 3,204 $56.6K 0.01% 0 Timeline ESGD 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: restricted; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 589 shares 589 $56K 0.01% -548 Timeline IGV 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: restricted; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares 525 $55.5K 0.01% 0 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $55.3K 0.01% 0 Timeline MORT 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: restricted; 2024Q4: 5,258 shares; 2025Q1: 5,258 shares; 2025Q2: 5,258 shares; 2025Q3: 5,258 shares; 2025Q4: 5,258 shares 5,258 $55.3K 0.01% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 606 shares; 2025Q2: 607 shares; 2025Q3: 657 shares; 2025Q4: 374 shares 374 $53.5K 0.01% -283 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 530 shares; 2025Q4: 530 shares 530 $53K 0.01% 0 Timeline ACTG ACACIA RESH CORP More: the full row for ACACIA RESH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,609 shares; 2025Q1: 14,609 shares; 2025Q2: 14,609 shares; 2025Q3: 14,609 shares; 2025Q4: 14,009 shares 14,009 $52.4K 0.01% -600 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,100 shares; 2025Q1: 79,212 shares; 2025Q2: 4,412 shares; 2025Q3: 4,412 shares; 2025Q4: 4,412 shares 4,412 $52.3K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,092 shares; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares; 2025Q4: 5,092 shares 5,092 $50.9K 0.01% 0 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares 705 $50.7K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,446 shares; 2025Q4: 2,446 shares 2,446 $49.5K 0.01% +1,000 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,000 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 15,900 shares 15,900 $49K 0.01% -1,300 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares; 2025Q4: 4,010 shares 4,010 $48.9K 0.01% -166 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares 469 $48.8K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 396 shares; 2025Q4: 396 shares 396 $48.7K 0.01% 0 Timeline GCO GENESCO INC More: the full row for GENESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 1,950 shares 1,950 $48.3K 0.01% -700 Timeline XLY 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: restricted; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 404 shares 404 $48.2K 0.01% +202 Timeline SCHP 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: restricted; 2024Q4: 1,846 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares 1,816 $48.1K 0.01% 0 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: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares 372 $48K 0.01% 0 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares 1,152 $48K 0.01% 0 Timeline TBI TRUEBLUE INC More: the full row for TRUEBLUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,900 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,050 shares; 2025Q4: 10,550 shares 10,550 $48K 0.01% -500 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 2,750 shares 2,750 $47.9K 0.01% -400 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 791 shares; 2025Q1: 791 shares; 2025Q2: 3,541 shares; 2025Q3: 3,541 shares; 2025Q4: 3,541 shares 3,541 $46.9K 0.01% 0 Timeline URTH 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: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 396 shares; 2025Q3: 251 shares; 2025Q4: 251 shares 251 $46.6K 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,527 shares; 2025Q1: 2,527 shares; 2025Q2: 2,527 shares; 2025Q3: 2,477 shares; 2025Q4: 1,552 shares 1,552 $45.8K 0.01% -925 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,674 shares; 2025Q1: 5,674 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares 712 $45.6K 0.01% 0 Timeline DFUV 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: restricted; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares 954 $44.4K 0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares 2,431 $44.3K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 835 shares; 2025Q3: 873 shares; 2025Q4: 909 shares 909 $43.9K 0.01% +36 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $43.7K 0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,901 shares; 2025Q1: 25,701 shares; 2025Q2: 25,701 shares; 2025Q3: 25,701 shares; 2025Q4: 2,100 shares 2,100 $43.4K 0.01% -23,601 Timeline XPER XPERI INC More: the full row for XPERI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,029 shares; 2025Q1: 8,093 shares; 2025Q2: 8,093 shares; 2025Q3: 7,993 shares; 2025Q4: 7,205 shares 7,205 $42.2K 0.01% -788 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: restricted; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares 2,030 $41.6K 0.01% 0 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,950 shares; 2025Q1: 17,950 shares; 2025Q2: 17,950 shares; 2025Q3: 17,950 shares; 2025Q4: 17,950 shares 17,950 $41.3K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 744 shares; 2025Q1: 713 shares; 2025Q2: 726 shares; 2025Q3: 713 shares; 2025Q4: 853 shares 853 $40.2K 0.01% +140 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 160 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 225 shares 225 $40K 0.01% +75 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 3,001 shares 3,001 $39.8K 0.01% +1,138 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 46 shares 46 $39.7K 0.01% +37 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: 1,512 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares 1,480 $39.3K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares 1,608 $38.8K 0.01% 0 Timeline XLP 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: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 153 shares; 2025Q3: 116 shares; 2025Q4: 497 shares 497 $38.6K 0.01% +381 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,735 shares; 2025Q1: 25,475 shares; 2025Q2: 25,475 shares; 2025Q3: 25,475 shares; 2025Q4: 2,100 shares 2,100 $37.6K 0.01% -23,375 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,536 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $36.8K 0.01% 0 Timeline IWS 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: restricted; 2024Q4: 259 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 259 shares; 2025Q4: 259 shares 259 $36.5K 0.01% 0 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 1,984 shares 1,984 $36.3K 0.01% -704 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,314 shares; 2025Q1: 5,984 shares; 2025Q2: 3,608 shares; 2025Q3: 2,058 shares; 2025Q4: 1,458 shares 1,458 $35K 0.01% -600 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $34.7K 0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $34.7K 0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 903 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares 1,311 $34.5K 0.01% 0 Timeline MX MAGNACHIP SEMICONDUCTOR CORP More: the full row for MAGNACHIP SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 13,500 shares 13,500 $34.4K 0.01% -1,300 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,021 shares; 2025Q1: 11,021 shares; 2025Q2: 11,021 shares; 2025Q3: 11,021 shares; 2025Q4: 11,001 shares 11,001 $34.3K 0.01% -20 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: restricted; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares 685 $34.3K 0.01% 0 Timeline XLU 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: restricted; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 800 shares 800 $34.2K 0.01% +495 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 622 shares 622 $33.8K 0.01% -20 Timeline FMDE 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: restricted; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares 928 $33.8K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426 $33.6K 0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $33.4K 0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $33.3K 0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $33.1K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares 325 $32.8K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 749 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640 $32.2K 0.01% 0 Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares 900 $32.1K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 164 shares 164 $32K 0.01% +135 Timeline USXF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 301 shares; 2025Q4: 549 shares 549 $31.6K 0.01% +248 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 280 shares 280 $31.4K 0.01% -120 Timeline IJH 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: restricted; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 475 shares 475 $31.3K 0.01% +70 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,475 shares; 2025Q1: 4,351 shares; 2025Q2: 918 shares; 2025Q3: 255 shares; 2025Q4: 255 shares 255 $30.5K 0.01% 0 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,172 shares 2,172 $30.2K 0.01% -300 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500 $30.2K 0.01% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: 364 shares; 2025Q2: 101 shares; 2025Q3: 90 shares; 2025Q4: 90 shares 90 $30.2K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 876 shares 876 $29.9K 0.01% 0 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,631 shares; 2025Q1: 17,911 shares; 2025Q2: 17,911 shares; 2025Q3: 17,911 shares; 2025Q4: 15,313 shares 15,313 $29.4K 0.01% -2,598 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 475 shares 475 $28.6K 0.01% -838 Timeline