NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,223 shares; 2024Q4: 258,810 shares; 2025Q1: 241,518 shares; 2025Q2: 225,631 shares; 2025Q3: 217,639 shares 217,639 $40.6M 4.44% -7,992 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,820 shares; 2024Q4: 84,458 shares; 2025Q1: 76,439 shares; 2025Q2: 75,123 shares; 2025Q3: 74,254 shares 74,254 $38.5M 4.2% -869 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,548 shares; 2024Q4: 134,194 shares; 2025Q1: 130,481 shares; 2025Q2: 128,220 shares; 2025Q3: 126,015 shares 126,015 $32.1M 3.51% -2,205 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,450 shares; 2024Q4: 148,716 shares; 2025Q1: 134,416 shares; 2025Q2: 125,719 shares; 2025Q3: 119,646 shares 119,646 $29.1M 3.18% -6,073 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,494 shares; 2024Q4: 359,864 shares; 2025Q1: 359,662 shares; 2025Q2: 357,680 shares; 2025Q3: 339,621 shares 339,621 $24.7M 2.7% -18,059 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,931 shares; 2024Q4: 78,285 shares; 2025Q1: 77,909 shares; 2025Q2: 75,866 shares; 2025Q3: 74,876 shares 74,876 $23.6M 2.58% -990 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,387 shares; 2024Q4: 168,867 shares; 2025Q1: 167,294 shares; 2025Q2: 164,692 shares; 2025Q3: 167,712 shares 167,712 $19.3M 2.11% +3,020 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,804 shares; 2024Q4: 195,044 shares; 2025Q1: 187,932 shares; 2025Q2: 184,359 shares; 2025Q3: 173,241 shares 173,241 $17.9M 1.95% -11,118 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,687 shares; 2024Q4: 44,982 shares; 2025Q1: 44,731 shares; 2025Q2: 47,153 shares; 2025Q3: 45,289 shares 45,289 $14.5M 1.58% -1,864 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,751 shares; 2024Q4: 66,592 shares; 2025Q1: 67,872 shares; 2025Q2: 66,539 shares; 2025Q3: 65,837 shares 65,837 $14.5M 1.58% -702 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,588 shares; 2024Q4: 53,616 shares; 2025Q1: 45,313 shares; 2025Q2: 43,565 shares; 2025Q3: 42,339 shares 42,339 $14M 1.53% -1,226 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,994 shares; 2024Q4: 31,613 shares; 2025Q1: 29,592 shares; 2025Q2: 28,902 shares; 2025Q3: 28,274 shares 28,274 $13.5M 1.47% -628 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,002 shares; 2024Q4: 18,786 shares; 2025Q1: 18,607 shares; 2025Q2: 18,516 shares; 2025Q3: 18,276 shares 18,276 $13.4M 1.47% -240 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,762 shares; 2024Q4: 22,314 shares; 2025Q1: 22,283 shares; 2025Q2: 21,907 shares; 2025Q3: 21,623 shares 21,623 $12.3M 1.34% -284 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,735 shares; 2024Q4: 88,570 shares; 2025Q1: 83,967 shares; 2025Q2: 83,526 shares; 2025Q3: 79,140 shares 79,140 $12.2M 1.33% -4,386 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,794 shares; 2024Q4: 15,549 shares; 2025Q1: 15,453 shares; 2025Q2: 15,030 shares; 2025Q3: 14,762 shares 14,762 $11.8M 1.28% -268 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 12,166 shares; 2025Q1: 11,728 shares; 2025Q2: 11,634 shares; 2025Q3: 11,617 shares 11,617 $11.1M 1.21% -17 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,578 shares; 2024Q4: 36,969 shares; 2025Q1: 36,972 shares; 2025Q2: 36,618 shares; 2025Q3: 36,478 shares 36,478 $11.1M 1.21% -140 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,952 shares; 2024Q4: 208,407 shares; 2025Q1: 207,485 shares; 2025Q2: 200,553 shares; 2025Q3: 196,875 shares 196,875 $10.4M 1.14% -3,678 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,845 shares; 2024Q4: 28,540 shares; 2025Q1: 26,948 shares; 2025Q2: 26,576 shares; 2025Q3: 24,864 shares 24,864 $10.1M 1.1% -1,712 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,856 shares; 2024Q4: 129,659 shares; 2025Q1: 127,961 shares; 2025Q2: 125,974 shares; 2025Q3: 120,510 shares 120,510 $10M 1.09% -5,464 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,315 shares; 2024Q4: 47,232 shares; 2025Q1: 46,908 shares; 2025Q2: 45,512 shares; 2025Q3: 44,581 shares 44,581 $9.68M 1.06% -931 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,558 shares; 2024Q4: 47,008 shares; 2025Q1: 41,215 shares; 2025Q2: 33,986 shares; 2025Q3: 33,773 shares 33,773 $9.52M 1.04% -213 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,187 shares; 2025Q1: 8,102 shares; 2025Q2: 7,908 shares; 2025Q3: 7,723 shares 7,723 $9M 0.98% -185 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 6,055 shares; 2025Q1: 36,911 shares; 2025Q2: 92,298 shares; 2025Q3: 92,395 shares 92,395 $8.63M 0.94% +97 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,713 shares; 2024Q4: 35,076 shares; 2025Q1: 35,244 shares; 2025Q2: 34,674 shares; 2025Q3: 35,119 shares 35,119 $8.5M 0.93% +445 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,094 shares; 2024Q4: 11,555 shares; 2025Q1: 11,487 shares; 2025Q2: 11,426 shares; 2025Q3: 11,110 shares 11,110 $8.48M 0.93% -316 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,478 shares; 2024Q4: 36,079 shares; 2025Q1: 35,664 shares; 2025Q2: 34,975 shares; 2025Q3: 34,474 shares 34,474 $8.25M 0.9% -501 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,093 shares; 2024Q4: 37,510 shares; 2025Q1: 35,411 shares; 2025Q2: 34,841 shares; 2025Q3: 34,893 shares 34,893 $8.08M 0.88% +52 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,084 shares; 2024Q4: 26,889 shares; 2025Q1: 26,606 shares; 2025Q2: 26,004 shares; 2025Q3: 25,546 shares 25,546 $7.91M 0.86% -458 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,201 shares; 2024Q4: 151,623 shares; 2025Q1: 160,377 shares; 2025Q2: 167,700 shares; 2025Q3: 153,039 shares 153,039 $7.82M 0.85% -14,661 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,969 shares; 2024Q4: 48,449 shares; 2025Q1: 48,684 shares; 2025Q2: 48,035 shares; 2025Q3: 47,929 shares 47,929 $7.44M 0.81% -106 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,209 shares; 2024Q4: 57,889 shares; 2025Q1: 57,254 shares; 2025Q2: 56,230 shares; 2025Q3: 55,352 shares 55,352 $7.41M 0.81% -878 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,778 shares; 2024Q4: 61,314 shares; 2025Q1: 61,714 shares; 2025Q2: 59,173 shares; 2025Q3: 59,458 shares 59,458 $7.11M 0.78% +285 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: 7,580 shares; 2025Q1: 7,576 shares; 2025Q2: 7,421 shares; 2025Q3: 7,339 shares 7,339 $7.1M 0.78% -82 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,591 shares; 2024Q4: 43,131 shares; 2025Q1: 42,757 shares; 2025Q2: 40,854 shares; 2025Q3: 40,483 shares 40,483 $6.89M 0.75% -371 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,338 shares; 2024Q4: 27,361 shares; 2025Q1: 18,141 shares; 2025Q2: 18,082 shares; 2025Q3: 18,148 shares 18,148 $6.79M 0.74% +66 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,985 shares; 2024Q4: 39,367 shares; 2025Q1: 38,121 shares; 2025Q2: 36,834 shares; 2025Q3: 36,199 shares 36,199 $6.71M 0.73% -635 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,808 shares; 2024Q4: 43,556 shares; 2025Q1: 40,468 shares; 2025Q2: 40,159 shares; 2025Q3: 42,966 shares 42,966 $6.21M 0.68% +2,807 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,446 shares; 2024Q4: 73,264 shares; 2025Q1: 83,277 shares; 2025Q2: 80,908 shares; 2025Q3: 81,424 shares 81,424 $6.1M 0.67% +516 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,456 shares; 2024Q4: 58,109 shares; 2025Q1: 57,728 shares; 2025Q2: 57,608 shares; 2025Q3: 61,548 shares 61,548 $5.94M 0.65% +3,940 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,046 shares; 2024Q4: 11,730 shares; 2025Q1: 11,723 shares; 2025Q2: 11,789 shares; 2025Q3: 11,592 shares 11,592 $5.83M 0.64% -197 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,669 shares; 2024Q4: 48,170 shares; 2025Q1: 51,403 shares; 2025Q2: 51,805 shares; 2025Q3: 55,850 shares 55,850 $5.6M 0.61% +4,045 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 12,631 shares; 2025Q1: 47,547 shares; 2025Q2: 74,020 shares; 2025Q3: 75,298 shares 75,298 $5.29M 0.58% +1,278 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,853 shares; 2024Q4: 34,500 shares; 2025Q1: 34,492 shares; 2025Q2: 34,288 shares; 2025Q3: 33,181 shares 33,181 $5.23M 0.57% -1,107 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,220 shares; 2024Q4: 12,010 shares; 2025Q1: 31,182 shares; 2025Q2: 45,089 shares; 2025Q3: 45,830 shares 45,830 $5.16M 0.56% +741 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 8,561 shares; 2025Q1: 8,946 shares; 2025Q2: 9,413 shares; 2025Q3: 8,950 shares 8,950 $5.06M 0.55% -463 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 10,232 shares; 2025Q1: 11,052 shares; 2025Q2: 10,914 shares; 2025Q3: 10,517 shares 10,517 $5M 0.55% -397 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,264 shares; 2024Q4: 215,921 shares; 2025Q1: 212,012 shares; 2025Q2: 200,006 shares; 2025Q3: 193,735 shares 193,735 $4.86M 0.53% -6,271 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,143 shares; 2024Q4: 14,734 shares; 2025Q1: 14,325 shares; 2025Q2: 13,880 shares; 2025Q3: 13,588 shares 13,588 $4.77M 0.52% -292 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,626 shares; 2024Q4: 125,493 shares; 2025Q1: 149,807 shares; 2025Q2: 161,101 shares; 2025Q3: 185,583 shares 185,583 $4.77M 0.52% +24,482 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,218 shares; 2024Q4: 36,883 shares; 2025Q1: 38,961 shares; 2025Q2: 37,788 shares; 2025Q3: 42,244 shares 42,244 $4.71M 0.51% +4,456 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,088 shares; 2024Q4: 66,235 shares; 2025Q1: 65,770 shares; 2025Q2: 60,682 shares; 2025Q3: 59,808 shares 59,808 $4.59M 0.5% -874 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,537 shares; 2024Q4: 77,163 shares; 2025Q1: 76,350 shares; 2025Q2: 76,143 shares; 2025Q3: 77,331 shares 77,331 $4.18M 0.46% +1,188 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,101 shares; 2024Q4: 163,446 shares; 2025Q1: 156,867 shares; 2025Q2: 155,251 shares; 2025Q3: 150,281 shares 150,281 $3.94M 0.43% -4,970 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,070 shares; 2024Q4: 149,401 shares; 2025Q1: 151,745 shares; 2025Q2: 149,941 shares; 2025Q3: 148,250 shares 148,250 $3.91M 0.43% -1,691 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,872 shares; 2024Q4: 40,475 shares; 2025Q1: 39,945 shares; 2025Q2: 43,902 shares; 2025Q3: 38,253 shares 38,253 $3.88M 0.42% -5,649 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,976 shares; 2024Q4: 10,975 shares; 2025Q1: 10,975 shares; 2025Q2: 10,975 shares; 2025Q3: 11,137 shares 11,137 $3.86M 0.42% +162 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,282 shares; 2024Q4: 22,768 shares; 2025Q1: 22,577 shares; 2025Q2: 19,146 shares; 2025Q3: 18,444 shares 18,444 $3.85M 0.42% -702 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,974 shares; 2024Q4: 43,304 shares; 2025Q1: 43,189 shares; 2025Q2: 36,139 shares; 2025Q3: 34,577 shares 34,577 $3.82M 0.42% -1,562 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,663 shares; 2024Q4: 33,370 shares; 2025Q1: 33,370 shares; 2025Q2: 32,450 shares; 2025Q3: 32,056 shares 32,056 $3.79M 0.41% -394 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,859 shares; 2024Q4: 57,401 shares; 2025Q1: 57,226 shares; 2025Q2: 56,508 shares; 2025Q3: 85,625 shares 85,625 $3.63M 0.4% +29,117 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,009 shares; 2025Q1: 4,022 shares; 2025Q2: 4,113 shares; 2025Q3: 3,908 shares 3,908 $3.62M 0.4% -205 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,052 shares; 2024Q4: 173,225 shares; 2025Q1: 173,840 shares; 2025Q2: 157,519 shares; 2025Q3: 155,978 shares 155,978 $3.61M 0.39% -1,541 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,546 shares; 2024Q4: 20,171 shares; 2025Q1: 20,309 shares; 2025Q2: 25,084 shares; 2025Q3: 24,834 shares 24,834 $3.59M 0.39% -250 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,301 shares; 2024Q4: 42,147 shares; 2025Q1: 42,135 shares; 2025Q2: 40,207 shares; 2025Q3: 30,154 shares 30,154 $3.42M 0.37% -10,053 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,386 shares; 2024Q4: 32,136 shares; 2025Q1: 31,877 shares; 2025Q2: 31,702 shares; 2025Q3: 31,702 shares 31,702 $3.39M 0.37% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,264 shares; 2025Q2: 7,970 shares; 2025Q3: 10,982 shares 10,982 $3.3M 0.36% +3,012 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,594 shares; 2024Q4: 29,706 shares; 2025Q1: 29,374 shares; 2025Q2: 28,853 shares; 2025Q3: 28,622 shares 28,622 $3.23M 0.35% -231 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,336 shares; 2025Q2: 77,644 shares; 2025Q3: 77,476 shares 77,476 $3.22M 0.35% -168 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,171 shares; 2024Q4: 43,878 shares; 2025Q1: 42,866 shares; 2025Q2: 40,116 shares; 2025Q3: 36,049 shares 36,049 $3.22M 0.35% -4,067 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,314 shares; 2024Q4: 57,089 shares; 2025Q1: 57,639 shares; 2025Q2: 53,854 shares; 2025Q3: 55,391 shares 55,391 $3.15M 0.34% +1,537 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,634 shares; 2024Q4: 36,115 shares; 2025Q1: 34,746 shares; 2025Q2: 29,370 shares; 2025Q3: 28,271 shares 28,271 $3.14M 0.34% -1,099 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,658 shares; 2024Q4: 59,757 shares; 2025Q1: 58,081 shares; 2025Q2: 56,067 shares; 2025Q3: 52,300 shares 52,300 $3.14M 0.34% -3,767 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,345 shares; 2024Q4: 38,568 shares; 2025Q1: 38,111 shares; 2025Q2: 33,296 shares; 2025Q3: 32,656 shares 32,656 $3.11M 0.34% -640 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,290 shares; 2024Q4: 58,271 shares; 2025Q1: 80,415 shares; 2025Q2: 106,458 shares; 2025Q3: 105,382 shares 105,382 $2.98M 0.33% -1,076 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,882 shares; 2024Q4: 25,040 shares; 2025Q1: 21,957 shares; 2025Q2: 21,861 shares; 2025Q3: 21,272 shares 21,272 $2.96M 0.32% -589 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 4,090 shares; 2025Q1: 4,083 shares; 2025Q2: 4,083 shares; 2025Q3: 4,314 shares 4,314 $2.87M 0.31% +231 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,600 shares; 2024Q4: 28,552 shares; 2025Q1: 29,080 shares; 2025Q2: 28,654 shares; 2025Q3: 27,014 shares 27,014 $2.79M 0.31% -1,640 Timeline FUMB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,009 shares; 2024Q4: 129,437 shares; 2025Q1: 138,811 shares; 2025Q2: 138,262 shares; 2025Q3: 138,262 shares 138,262 $2.78M 0.3% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,773 shares; 2025Q1: 6,773 shares; 2025Q2: 6,773 shares; 2025Q3: 8,184 shares 8,184 $2.76M 0.3% +1,411 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 28,579 shares; 2025Q1: 36,528 shares; 2025Q2: 35,891 shares; 2025Q3: 37,516 shares 37,516 $2.75M 0.3% +1,625 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,600 shares; 2024Q4: 35,599 shares; 2025Q1: 37,262 shares; 2025Q2: 34,945 shares; 2025Q3: 34,238 shares 34,238 $2.74M 0.3% -707 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,825 shares; 2024Q4: 78,823 shares; 2025Q1: 78,823 shares; 2025Q2: 79,136 shares; 2025Q3: 95,306 shares 95,306 $2.7M 0.3% +16,170 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 7,939 shares; 2025Q1: 7,639 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares 7,334 $2.68M 0.29% 0 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,758 shares; 2024Q4: 20,758 shares; 2025Q1: 20,758 shares; 2025Q2: 20,758 shares; 2025Q3: 20,758 shares 20,758 $2.6M 0.28% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,326 shares; 2024Q4: 22,322 shares; 2025Q1: 14,980 shares; 2025Q2: 14,885 shares; 2025Q3: 19,798 shares 19,798 $2.51M 0.27% +4,913 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,759 shares; 2024Q4: 60,985 shares; 2025Q1: 55,957 shares; 2025Q2: 52,722 shares; 2025Q3: 54,198 shares 54,198 $2.44M 0.27% +1,476 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,719 shares; 2024Q4: 50,953 shares; 2025Q1: 49,761 shares; 2025Q2: 49,262 shares; 2025Q3: 47,632 shares 47,632 $2.41M 0.26% -1,630 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 6,122 shares; 2025Q1: 6,004 shares; 2025Q2: 8,880 shares; 2025Q3: 8,309 shares 8,309 $2.4M 0.26% -571 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,833 shares; 2025Q3: 49,956 shares 49,956 $2.35M 0.26% -877 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 862 shares; 2025Q1: 1,854 shares; 2025Q2: 1,899 shares; 2025Q3: 1,939 shares 1,939 $2.32M 0.25% +40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 48,757 shares; 2025Q1: 58,865 shares; 2025Q2: 63,761 shares; 2025Q3: 72,541 shares 72,541 $2.31M 0.25% +8,780 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,715 shares; 2024Q4: 23,180 shares; 2025Q1: 23,102 shares; 2025Q2: 23,021 shares; 2025Q3: 21,682 shares 21,682 $2.31M 0.25% -1,339 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,892 shares; 2024Q4: 46,300 shares; 2025Q1: 46,670 shares; 2025Q2: 47,718 shares; 2025Q3: 47,308 shares 47,308 $2.28M 0.25% -410 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 7,875 shares; 2025Q1: 7,785 shares; 2025Q2: 7,300 shares; 2025Q3: 8,028 shares 8,028 $2.24M 0.25% +728 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,319 shares; 2025Q1: 3,259 shares; 2025Q2: 3,360 shares; 2025Q3: 3,322 shares 3,322 $2.22M 0.24% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,106 shares; 2024Q4: 26,780 shares; 2025Q1: 26,930 shares; 2025Q2: 26,930 shares; 2025Q3: 26,222 shares 26,222 $2.21M 0.24% -708 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,181 shares; 2025Q1: 6,503 shares; 2025Q2: 6,595 shares; 2025Q3: 6,591 shares 6,591 $2.19M 0.24% -4 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,197 shares; 2024Q4: 56,809 shares; 2025Q1: 67,824 shares; 2025Q2: 73,197 shares; 2025Q3: 84,990 shares 84,990 $2.19M 0.24% +11,793 Timeline CNXN PC CONNECTION INC More: the full row for PC CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,152 shares; 2024Q4: 30,151 shares; 2025Q1: 30,151 shares; 2025Q2: 30,151 shares; 2025Q3: 35,071 shares 35,071 $2.17M 0.24% +4,920 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,185 shares; 2025Q1: 8,070 shares; 2025Q2: 9,299 shares; 2025Q3: 9,142 shares 9,142 $2.15M 0.23% -157 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,274 shares; 2024Q4: 13,703 shares; 2025Q1: 11,121 shares; 2025Q2: 12,130 shares; 2025Q3: 12,918 shares 12,918 $2.14M 0.23% +788 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,617 shares; 2024Q4: 49,395 shares; 2025Q1: 50,302 shares; 2025Q2: 45,001 shares; 2025Q3: 43,936 shares 43,936 $2.12M 0.23% -1,065 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 12,374 shares; 2025Q1: 6,836 shares; 2025Q2: 10,007 shares; 2025Q3: 10,350 shares 10,350 $1.95M 0.21% +343 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,158 shares; 2025Q1: 4,142 shares; 2025Q2: 4,139 shares; 2025Q3: 4,136 shares 4,136 $1.89M 0.21% -3 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 15,529 shares; 2025Q1: 15,654 shares; 2025Q2: 15,654 shares; 2025Q3: 18,214 shares 18,214 $1.88M 0.21% +2,560 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,430 shares; 2024Q4: 11,731 shares; 2025Q1: 11,264 shares; 2025Q2: 17,166 shares; 2025Q3: 17,911 shares 17,911 $1.84M 0.2% +745 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,569 shares; 2024Q4: 20,179 shares; 2025Q1: 18,403 shares; 2025Q2: 11,416 shares; 2025Q3: 11,309 shares 11,309 $1.83M 0.2% -107 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,842 shares; 2025Q1: 6,753 shares; 2025Q2: 6,719 shares; 2025Q3: 6,561 shares 6,561 $1.82M 0.2% -158 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,701 shares; 2025Q2: 7,268 shares; 2025Q3: 7,155 shares 7,155 $1.64M 0.18% -113 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,299 shares; 2024Q4: 16,756 shares; 2025Q1: 16,336 shares; 2025Q2: 14,742 shares; 2025Q3: 11,122 shares 11,122 $1.63M 0.18% -3,620 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,302 shares; 2025Q1: 4,745 shares; 2025Q2: 4,741 shares; 2025Q3: 4,555 shares 4,555 $1.62M 0.18% -186 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,825 shares; 2025Q1: 1,889 shares; 2025Q2: 14,970 shares; 2025Q3: 13,819 shares 13,819 $1.62M 0.18% -1,151 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,811 shares; 2024Q4: 51,111 shares; 2025Q1: 51,811 shares; 2025Q2: 51,811 shares; 2025Q3: 51,811 shares 51,811 $1.57M 0.17% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,271 shares; 2024Q4: 21,617 shares; 2025Q1: 21,165 shares; 2025Q2: 20,652 shares; 2025Q3: 20,027 shares 20,027 $1.56M 0.17% -625 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 6,341 shares; 2025Q1: 6,341 shares; 2025Q2: 6,341 shares; 2025Q3: 7,456 shares 7,456 $1.53M 0.17% +1,115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,637 shares; 2024Q4: 18,211 shares; 2025Q1: 18,436 shares; 2025Q2: 22,627 shares; 2025Q3: 22,367 shares 22,367 $1.53M 0.17% -260 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 10,193 shares; 2025Q1: 7,224 shares; 2025Q2: 7,874 shares; 2025Q3: 9,126 shares 9,126 $1.53M 0.17% +1,252 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,885 shares; 2024Q4: 58,755 shares; 2025Q1: 58,755 shares; 2025Q2: 58,755 shares; 2025Q3: 59,355 shares 59,355 $1.52M 0.17% +600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,538 shares; 2025Q3: 27,538 shares 27,538 $1.49M 0.16% 0 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,820 shares; 2024Q4: 14,779 shares; 2025Q1: 14,253 shares; 2025Q2: 14,016 shares; 2025Q3: 13,513 shares 13,513 $1.49M 0.16% -503 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,179 shares; 2024Q4: 60,479 shares; 2025Q1: 60,479 shares; 2025Q2: 60,479 shares; 2025Q3: 59,925 shares 59,925 $1.48M 0.16% -554 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 27,037 shares; 2025Q1: 26,496 shares; 2025Q2: 26,204 shares; 2025Q3: 25,787 shares 25,787 $1.47M 0.16% -417 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,378 shares; 2024Q4: 46,268 shares; 2025Q1: 63,911 shares; 2025Q2: 62,843 shares; 2025Q3: 60,187 shares 60,187 $1.46M 0.16% -2,656 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,417 shares; 2024Q4: 18,090 shares; 2025Q1: 6,180 shares; 2025Q2: 6,180 shares; 2025Q3: 6,079 shares 6,079 $1.46M 0.16% -101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,445 shares; 2024Q4: 27,854 shares; 2025Q1: 19,570 shares; 2025Q2: 28,833 shares; 2025Q3: 29,033 shares 29,033 $1.45M 0.16% +200 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,572 shares; 2024Q4: 47,085 shares; 2025Q1: 34,743 shares; 2025Q2: 19,492 shares; 2025Q3: 18,951 shares 18,951 $1.43M 0.16% -541 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,149 shares; 2024Q4: 18,149 shares; 2025Q1: 14,520 shares; 2025Q2: 14,520 shares; 2025Q3: 17,098 shares 17,098 $1.42M 0.16% +2,578 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,290 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares; 2025Q2: 12,290 shares; 2025Q3: 13,661 shares 13,661 $1.41M 0.15% +1,371 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,348 shares; 2024Q4: 65,345 shares; 2025Q1: 65,345 shares; 2025Q2: 65,345 shares; 2025Q3: 77,157 shares 77,157 $1.41M 0.15% +11,812 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,815 shares 7,815 $1.39M 0.15% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,961 shares 3,961 $1.35M 0.15% +360 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 26,966 shares; 2025Q1: 26,966 shares; 2025Q2: 26,966 shares; 2025Q3: 37,117 shares 37,117 $1.34M 0.15% +10,151 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,060 shares; 2024Q4: 48,057 shares; 2025Q1: 48,057 shares; 2025Q2: 48,057 shares; 2025Q3: 60,562 shares 60,562 $1.34M 0.15% +12,505 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 1,974 shares; 2025Q1: 1,884 shares; 2025Q2: 2,204 shares; 2025Q3: 2,197 shares 2,197 $1.32M 0.14% -7 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,646 shares; 2024Q4: 27,781 shares; 2025Q1: 17,318 shares; 2025Q2: 16,925 shares; 2025Q3: 16,379 shares 16,379 $1.31M 0.14% -546 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,602 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,560 shares 2,560 $1.27M 0.14% +405 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,792 shares; 2024Q4: 18,101 shares; 2025Q1: 17,778 shares; 2025Q2: 17,537 shares; 2025Q3: 15,942 shares 15,942 $1.21M 0.13% -1,595 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,927 shares; 2024Q4: 94,881 shares; 2025Q1: 92,334 shares; 2025Q2: 90,919 shares; 2025Q3: 89,462 shares 89,462 $1.2M 0.13% -1,457 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,534 shares; 2025Q1: 15,430 shares; 2025Q2: 14,843 shares; 2025Q3: 13,387 shares 13,387 $1.2M 0.13% -1,456 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,871 shares; 2024Q4: 10,871 shares; 2025Q1: 10,871 shares; 2025Q2: 10,665 shares; 2025Q3: 10,665 shares 10,665 $1.18M 0.13% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,937 shares; 2024Q4: 16,873 shares; 2025Q1: 16,430 shares; 2025Q2: 16,206 shares; 2025Q3: 15,365 shares 15,365 $1.17M 0.13% -841 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,645 shares; 2025Q3: 7,203 shares 7,203 $1.16M 0.13% +1,558 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,339 shares; 2024Q4: 42,425 shares; 2025Q1: 58,959 shares; 2025Q2: 105,747 shares; 2025Q3: 101,648 shares 101,648 $1.16M 0.13% -4,099 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,016 shares; 2024Q4: 28,666 shares; 2025Q1: 28,557 shares; 2025Q2: 28,488 shares; 2025Q3: 27,724 shares 27,724 $1.16M 0.13% -764 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 4,066 shares; 2025Q1: 4,088 shares; 2025Q2: 4,087 shares; 2025Q3: 4,085 shares 4,085 $1.15M 0.13% -2 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,348 shares; 2024Q4: 26,348 shares; 2025Q1: 26,348 shares; 2025Q2: 26,348 shares; 2025Q3: 26,348 shares 26,348 $1.15M 0.13% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: 10,365 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 13,433 shares 13,433 $1.14M 0.12% +3,068 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,413 shares; 2025Q2: 40,196 shares; 2025Q3: 48,375 shares 48,375 $1.13M 0.12% +8,179 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,147 shares; 2025Q2: 13,095 shares; 2025Q3: 15,762 shares 15,762 $1.12M 0.12% +2,667 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,818 shares; 2024Q4: 20,233 shares; 2025Q1: 20,005 shares; 2025Q2: 18,238 shares; 2025Q3: 9,640 shares 9,640 $1.1M 0.12% -8,598 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 5,433 shares; 2025Q1: 5,233 shares; 2025Q2: 5,233 shares; 2025Q3: 6,178 shares 6,178 $1.09M 0.12% +945 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,281 shares; 2024Q4: 16,901 shares; 2025Q1: 16,801 shares; 2025Q2: 16,797 shares; 2025Q3: 17,255 shares 17,255 $1.09M 0.12% +458 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,462 shares; 2025Q1: 6,134 shares; 2025Q2: 5,922 shares; 2025Q3: 5,517 shares 5,517 $1.05M 0.11% -405 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 8,208 shares; 2025Q1: 7,966 shares; 2025Q2: 7,966 shares; 2025Q3: 7,966 shares 7,966 $1.05M 0.11% 0 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,128 shares; 2025Q1: 6,128 shares; 2025Q2: 6,128 shares; 2025Q3: 6,128 shares 6,128 $1.03M 0.11% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 4,790 shares 4,790 $1.01M 0.11% +936 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 3,320 shares 3,320 $1.01M 0.11% +810 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,586 shares; 2025Q3: 6,029 shares 6,029 $1.01M 0.11% +443 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,644 shares; 2024Q4: 17,643 shares; 2025Q1: 17,643 shares; 2025Q2: 17,643 shares; 2025Q3: 20,975 shares 20,975 $1M 0.11% +3,332 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,871 shares; 2025Q1: 13,871 shares; 2025Q2: 13,871 shares; 2025Q3: 15,746 shares 15,746 $1M 0.11% +1,875 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,665 shares; 2025Q1: 2,661 shares; 2025Q2: 2,477 shares; 2025Q3: 2,376 shares 2,376 $996K 0.11% -101 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,608 shares; 2024Q4: 38,608 shares; 2025Q1: 38,608 shares; 2025Q2: 44,113 shares; 2025Q3: 52,313 shares 52,313 $996K 0.11% +8,200 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 21,062 shares; 2025Q1: 20,578 shares; 2025Q2: 20,114 shares; 2025Q3: 19,304 shares 19,304 $995K 0.11% -810 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 8,693 shares; 2025Q1: 3,866 shares; 2025Q2: 2,028 shares; 2025Q3: 1,977 shares 1,977 $987K 0.11% -51 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,821 shares; 2024Q4: 10,821 shares; 2025Q1: 10,822 shares; 2025Q2: 10,822 shares; 2025Q3: 13,291 shares 13,291 $944K 0.1% +2,469 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 8,448 shares; 2025Q1: 10,272 shares; 2025Q2: 11,139 shares; 2025Q3: 12,832 shares 12,832 $944K 0.1% +1,693 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares; 2025Q3: 7,546 shares 7,546 $914K 0.1% +1,124 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,038 shares; 2024Q4: 11,874 shares; 2025Q1: 24,372 shares; 2025Q2: 25,412 shares; 2025Q3: 27,185 shares 27,185 $907K 0.1% +1,773 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,362 shares; 2024Q4: 17,362 shares; 2025Q1: 17,362 shares; 2025Q2: 17,362 shares; 2025Q3: 17,362 shares 17,362 $893K 0.1% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 3,156 shares 3,156 $890K 0.1% +2,412 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,720 shares; 2024Q4: 86,446 shares; 2025Q1: 64,206 shares; 2025Q2: 53,971 shares; 2025Q3: 63,971 shares 63,971 $889K 0.1% +10,000 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 9,069 shares; 2025Q1: 8,451 shares; 2025Q2: 6,545 shares; 2025Q3: 6,515 shares 6,515 $882K 0.1% -30 Timeline FSMB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,586 shares; 2025Q2: 43,586 shares; 2025Q3: 43,586 shares 43,586 $875K 0.1% 0 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,630 shares; 2024Q4: 35,880 shares; 2025Q1: 34,330 shares; 2025Q2: 34,330 shares; 2025Q3: 34,212 shares 34,212 $873K 0.1% -118 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 8,302 shares; 2025Q1: 8,302 shares; 2025Q2: 8,302 shares; 2025Q3: 10,613 shares 10,613 $870K 0.1% +2,311 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 10,521 shares; 2025Q1: 10,521 shares; 2025Q2: 10,521 shares; 2025Q3: 12,171 shares 12,171 $869K 0.1% +1,650 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 9,307 shares; 2025Q1: 3,950 shares; 2025Q2: 9,417 shares; 2025Q3: 9,242 shares 9,242 $836K 0.09% -175 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 7,409 shares; 2025Q1: 4,994 shares; 2025Q2: 7,235 shares; 2025Q3: 7,304 shares 7,304 $832K 0.09% +69 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 22,122 shares; 2025Q1: 21,599 shares; 2025Q2: 20,693 shares; 2025Q3: 19,512 shares 19,512 $822K 0.09% -1,181 Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,134 shares; 2024Q4: 67,128 shares; 2025Q1: 67,128 shares; 2025Q2: 67,128 shares; 2025Q3: 82,553 shares 82,553 $820K 0.09% +15,425 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,777 shares; 2025Q1: 4,777 shares; 2025Q2: 4,196 shares; 2025Q3: 3,998 shares 3,998 $814K 0.09% -198 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 5,825 shares; 2025Q1: 5,825 shares; 2025Q2: 5,463 shares; 2025Q3: 5,248 shares 5,248 $809K 0.09% -215 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 3,976 shares; 2025Q1: not reported; 2025Q2: 3,976 shares; 2025Q3: 8,281 shares 8,281 $809K 0.09% +4,305 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,099 shares; 2025Q3: 20,511 shares 20,511 $803K 0.09% +4,412 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,517 shares 6,517 $791K 0.09% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,666 shares; 2025Q1: 1,473 shares; 2025Q2: 1,283 shares; 2025Q3: 1,271 shares 1,271 $775K 0.08% -12 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,316 shares; 2025Q3: 6,937 shares 6,937 $772K 0.08% -379 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 8,334 shares; 2025Q1: 8,334 shares; 2025Q2: 8,334 shares; 2025Q3: 9,949 shares 9,949 $768K 0.08% +1,615 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,122 shares; 2024Q4: 10,958 shares; 2025Q1: 10,958 shares; 2025Q2: 10,958 shares; 2025Q3: 10,958 shares 10,958 $762K 0.08% 0 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,445 shares; 2024Q4: 13,445 shares; 2025Q1: 13,445 shares; 2025Q2: 13,445 shares; 2025Q3: 22,945 shares 22,945 $761K 0.08% +9,500 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,770 shares; 2024Q4: 23,770 shares; 2025Q1: 23,770 shares; 2025Q2: 23,770 shares; 2025Q3: 23,770 shares 23,770 $756K 0.08% 0 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 4,870 shares 4,870 $752K 0.08% +1,139 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 14,689 shares; 2025Q1: 17,564 shares; 2025Q2: 18,937 shares; 2025Q3: 22,001 shares 22,001 $738K 0.08% +3,064 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,033 shares; 2024Q4: 27,774 shares; 2025Q1: 29,053 shares; 2025Q2: 29,339 shares; 2025Q3: 31,163 shares 31,163 $735K 0.08% +1,824 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,431 shares; 2025Q3: 5,159 shares 5,159 $733K 0.08% +728 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares 3,450 $719K 0.08% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,414 shares; 2025Q1: 4,468 shares; 2025Q2: 4,249 shares; 2025Q3: 4,138 shares 4,138 $715K 0.08% -111 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,605 shares; 2024Q4: 4,269 shares; 2025Q1: 4,287 shares; 2025Q2: 4,065 shares; 2025Q3: 3,717 shares 3,717 $715K 0.08% -348 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,370 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,919 shares 4,919 $689K 0.08% +339 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,511 shares; 2024Q4: 9,511 shares; 2025Q1: 9,511 shares; 2025Q2: 9,511 shares; 2025Q3: 11,513 shares 11,513 $675K 0.07% +2,002 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,825 shares 6,825 $675K 0.07% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,709 shares; 2025Q3: 1,941 shares 1,941 $670K 0.07% +232 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 7,579 shares; 2025Q1: 7,579 shares; 2025Q2: 7,579 shares; 2025Q3: 8,622 shares 8,622 $667K 0.07% +1,043 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,079 shares; 2025Q3: 6,730 shares 6,730 $659K 0.07% -349 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,115 shares; 2024Q4: 24,115 shares; 2025Q1: 26,115 shares; 2025Q2: 27,115 shares; 2025Q3: 26,115 shares 26,115 $658K 0.07% -1,000 IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 4,208 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,923 shares 4,923 $651K 0.07% +715 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 13,907 shares; 2025Q1: 14,188 shares; 2025Q2: 15,781 shares; 2025Q3: 15,018 shares 15,018 $645K 0.07% -763 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,340 shares; 2024Q4: 27,340 shares; 2025Q1: 27,340 shares; 2025Q2: 27,340 shares; 2025Q3: 27,340 shares 27,340 $642K 0.07% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 6,172 shares; 2025Q1: 6,172 shares; 2025Q2: 6,172 shares; 2025Q3: 7,538 shares 7,538 $638K 0.07% +1,366 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,693 shares; 2024Q4: 11,915 shares; 2025Q1: 11,915 shares; 2025Q2: 11,833 shares; 2025Q3: 11,833 shares 11,833 $637K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 14,054 shares; 2025Q1: 16,971 shares; 2025Q2: 18,467 shares; 2025Q3: 21,345 shares 21,345 $633K 0.07% +2,878 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 10,604 shares; 2025Q1: 11,729 shares; 2025Q2: 11,729 shares; 2025Q3: 11,729 shares 11,729 $626K 0.07% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,582 shares; 2025Q1: 12,582 shares; 2025Q2: 12,582 shares; 2025Q3: 15,999 shares 15,999 $605K 0.07% +3,417 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 10,269 shares; 2025Q1: 11,401 shares; 2025Q2: 11,764 shares; 2025Q3: 13,101 shares 13,101 $598K 0.07% +1,337 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,225 shares; 2024Q4: 9,055 shares; 2025Q1: 8,496 shares; 2025Q2: 5,187 shares; 2025Q3: 2,408 shares 2,408 $594K 0.06% -2,779 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 6,699 shares; 2025Q1: 6,624 shares; 2025Q2: 6,624 shares; 2025Q3: 12,685 shares 12,685 $585K 0.06% +6,061 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,842 shares; 2024Q4: 20,779 shares; 2025Q1: 18,894 shares; 2025Q2: 18,305 shares; 2025Q3: 16,468 shares 16,468 $584K 0.06% -1,837 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares 4,078 $580K 0.06% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,063 shares; 2025Q2: 6,536 shares; 2025Q3: 7,656 shares 7,656 $575K 0.06% +1,120 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,966 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 10,971 shares 10,971 $574K 0.06% +2,005 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 2,124 shares; 2025Q1: 2,042 shares; 2025Q2: 1,880 shares; 2025Q3: 1,761 shares 1,761 $569K 0.06% -119 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,223 shares; 2024Q4: 19,221 shares; 2025Q1: 19,221 shares; 2025Q2: 19,221 shares; 2025Q3: 23,646 shares 23,646 $564K 0.06% +4,425 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,246 shares; 2025Q3: 6,047 shares 6,047 $564K 0.06% -199 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,304 shares; 2024Q4: 8,304 shares; 2025Q1: 8,304 shares; 2025Q2: 8,304 shares; 2025Q3: 10,736 shares 10,736 $561K 0.06% +2,432 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 9,790 shares 9,790 $556K 0.06% +1,790 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,767 shares; 2024Q4: 12,604 shares; 2025Q1: 6,012 shares; 2025Q2: 3,605 shares; 2025Q3: 2,350 shares 2,350 $555K 0.06% -1,255 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $555K 0.06% 0 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,568 shares; 2025Q1: 3,568 shares; 2025Q2: 3,568 shares; 2025Q3: 4,450 shares 4,450 $541K 0.06% +882 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,355 shares; 2025Q3: 4,004 shares 4,004 $536K 0.06% -351 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 6,105 shares; 2025Q1: 6,171 shares; 2025Q2: 4,973 shares; 2025Q3: 4,663 shares 4,663 $534K 0.06% -310 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares 690 $533K 0.06% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,480 shares; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 1,686 shares 1,686 $531K 0.06% -16 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,038 shares; 2024Q4: 42,587 shares; 2025Q1: 42,584 shares; 2025Q2: 23,029 shares; 2025Q3: 23,020 shares 23,020 $528K 0.06% -9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,524 shares; 2024Q4: 10,523 shares; 2025Q1: 10,523 shares; 2025Q2: 10,523 shares; 2025Q3: 11,884 shares 11,884 $523K 0.06% +1,361 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,341 shares; 2025Q2: 9,341 shares; 2025Q3: 18,263 shares 18,263 $519K 0.06% +8,922 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,552 shares 8,552 $511K 0.06% new Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,990 shares 17,990 $511K 0.06% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,088 shares; 2025Q2: 6,295 shares; 2025Q3: 6,345 shares 6,345 $506K 0.06% +50 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,891 shares; 2024Q4: 8,116 shares; 2025Q1: 9,284 shares; 2025Q2: 9,776 shares; 2025Q3: 11,206 shares 11,206 $496K 0.05% +1,430 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,302 shares; 2024Q4: 17,760 shares; 2025Q1: 16,667 shares; 2025Q2: 16,667 shares; 2025Q3: 16,667 shares 16,667 $492K 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,154 shares; 2025Q1: 5,433 shares; 2025Q2: 5,154 shares; 2025Q3: 5,154 shares 5,154 $492K 0.05% 0 Timeline SIGA SIGA TECHNOLOGIES INC More: the full row for SIGA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,546 shares; 2024Q4: 53,546 shares; 2025Q1: 53,546 shares; 2025Q2: 53,546 shares; 2025Q3: 53,546 shares 53,546 $490K 0.05% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,615 shares 40,615 $488K 0.05% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,116 shares; 2024Q4: 54,116 shares; 2025Q1: 54,116 shares; 2025Q2: 54,116 shares; 2025Q3: 54,116 shares 54,116 $486K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,566 shares; 2025Q3: 5,566 shares 5,566 $485K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,700 shares; 2025Q1: 5,810 shares; 2025Q2: 5,811 shares; 2025Q3: 6,132 shares 6,132 $484K 0.05% +321 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,788 shares 2,788 $482K 0.05% +533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,434 shares 2,434 $481K 0.05% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,465 shares 21,465 $479K 0.05% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,982 shares; 2025Q3: 7,345 shares 7,345 $478K 0.05% +2,363 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,767 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,809 shares 1,809 $472K 0.05% +207 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 7,896 shares; 2025Q1: 7,896 shares; 2025Q2: 7,896 shares; 2025Q3: 8,940 shares 8,940 $464K 0.05% +1,044 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,478 shares; 2024Q4: 9,478 shares; 2025Q1: 9,478 shares; 2025Q2: 9,478 shares; 2025Q3: 11,572 shares 11,572 $461K 0.05% +2,094 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,093 shares 3,093 $451K 0.05% new Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,315 shares; 2024Q4: 25,313 shares; 2025Q1: 25,313 shares; 2025Q2: 29,220 shares; 2025Q3: 32,770 shares 32,770 $450K 0.05% +3,550 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,776 shares; 2024Q4: 19,776 shares; 2025Q1: 19,776 shares; 2025Q2: 19,776 shares; 2025Q3: 24,013 shares 24,013 $448K 0.05% +4,237 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,547 shares; 2025Q1: 4,208 shares; 2025Q2: 4,425 shares; 2025Q3: 4,949 shares 4,949 $441K 0.05% +524 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 2,647 shares; 2025Q3: 2,992 shares 2,992 $436K 0.05% +345 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 4,229 shares; 2025Q1: 4,745 shares; 2025Q2: 4,954 shares; 2025Q3: 5,560 shares 5,560 $436K 0.05% +606 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 7,875 shares; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,741 shares 1,741 $429K 0.05% -9 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,270 shares; 2024Q4: 16,744 shares; 2025Q1: 6,695 shares; 2025Q2: 2,450 shares; 2025Q3: 2,153 shares 2,153 $427K 0.05% -297 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,334 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares 7,334 $426K 0.05% 0 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,643 shares 4,643 $425K 0.05% +568 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,752 shares; 2024Q4: 25,890 shares; 2025Q1: not reported; 2025Q2: 27,874 shares; 2025Q3: 27,874 shares 27,874 $416K 0.05% 0 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 14,458 shares; 2025Q1: 14,458 shares; 2025Q2: 14,458 shares; 2025Q3: 16,858 shares 16,858 $414K 0.05% +2,400 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 13,220 shares; 2025Q1: 13,220 shares; 2025Q2: 13,220 shares; 2025Q3: 15,065 shares 15,065 $407K 0.04% +1,845 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 10,568 shares; 2025Q1: 10,568 shares; 2025Q2: 10,568 shares; 2025Q3: 14,610 shares 14,610 $406K 0.04% +4,042 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,766 shares; 2025Q1: 3,766 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares 3,766 $405K 0.04% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,704 shares; 2024Q4: 22,125 shares; 2025Q1: 22,125 shares; 2025Q2: 22,125 shares; 2025Q3: 13,345 shares 13,345 $403K 0.04% -8,780 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 8,968 shares; 2025Q1: 8,968 shares; 2025Q2: 8,968 shares; 2025Q3: 11,086 shares 11,086 $391K 0.04% +2,118 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,897 shares; 2025Q2: 5,897 shares; 2025Q3: 6,686 shares 6,686 $388K 0.04% +789 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 5,384 shares; 2025Q3: 5,384 shares 5,384 $376K 0.04% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,540 shares; 2024Q4: 14,714 shares; 2025Q1: 14,714 shares; 2025Q2: 14,714 shares; 2025Q3: 14,714 shares 14,714 $375K 0.04% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,068 shares; 2025Q1: 14,068 shares; 2025Q2: 14,068 shares; 2025Q3: 14,068 shares 14,068 $360K 0.04% 0 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,288 shares; 2024Q4: 15,287 shares; 2025Q1: 15,287 shares; 2025Q2: 15,287 shares; 2025Q3: 18,087 shares 18,087 $354K 0.04% +2,800 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $354K 0.04% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares 13,800 $354K 0.04% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,473 shares 3,473 $345K 0.04% new Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 5,973 shares; 2025Q1: 5,973 shares; 2025Q2: 5,973 shares; 2025Q3: 7,818 shares 7,818 $343K 0.04% +1,845 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,103 shares; 2025Q2: 7,103 shares; 2025Q3: 8,938 shares 8,938 $341K 0.04% +1,835 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,944 shares; 2024Q4: 26,595 shares; 2025Q1: 26,586 shares; 2025Q2: 26,586 shares; 2025Q3: 26,575 shares 26,575 $336K 0.04% -11 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,684 shares; 2025Q1: 4,684 shares; 2025Q2: 4,684 shares; 2025Q3: 4,684 shares 4,684 $333K 0.04% 0 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,811 shares; 2025Q2: 13,811 shares; 2025Q3: 15,627 shares 15,627 $320K 0.03% +1,816 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,836 shares; 2024Q4: 10,346 shares; 2025Q1: 10,707 shares; 2025Q2: 10,707 shares; 2025Q3: 10,733 shares 10,733 $320K 0.03% +26 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,626 shares; 2024Q4: 7,626 shares; 2025Q1: 7,626 shares; 2025Q2: 7,626 shares; 2025Q3: 7,626 shares 7,626 $311K 0.03% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,765 shares; 2025Q1: not reported; 2025Q2: 1,765 shares; 2025Q3: 1,896 shares 1,896 $310K 0.03% +131 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,108 shares; 2025Q2: 9,108 shares; 2025Q3: 10,270 shares 10,270 $308K 0.03% +1,162 Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 13,983 shares; 2025Q1: 13,983 shares; 2025Q2: 13,983 shares; 2025Q3: 13,983 shares 13,983 $307K 0.03% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,765 shares; 2025Q1: 1,855 shares; 2025Q2: 1,344 shares; 2025Q3: 1,112 shares 1,112 $304K 0.03% -232 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 4,769 shares; 2025Q1: 4,769 shares; 2025Q2: 4,769 shares; 2025Q3: 4,769 shares 4,769 $302K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,732 shares; 2024Q4: 24,731 shares; 2025Q1: 24,731 shares; 2025Q2: 24,731 shares; 2025Q3: 24,731 shares 24,731 $302K 0.03% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,696 shares; 2024Q4: 13,696 shares; 2025Q1: 13,696 shares; 2025Q2: 13,696 shares; 2025Q3: 13,696 shares 13,696 $301K 0.03% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,144 shares; 2025Q3: 3,463 shares 3,463 $292K 0.03% -681 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares 3,445 $288K 0.03% 0 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,753 shares; 2025Q3: 6,753 shares 6,753 $286K 0.03% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares 14,350 $285K 0.03% 0 Timeline ELTK ELTEK LTD More: the full row for ELTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,907 shares; 2024Q4: 25,907 shares; 2025Q1: 25,907 shares; 2025Q2: 25,907 shares; 2025Q3: 25,907 shares 25,907 $284K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 984 shares 984 $277K 0.03% +38 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,027 shares 7,027 $273K 0.03% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,821 shares 2,821 $265K 0.03% new Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,532 shares; 2024Q4: 4,532 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 5,282 shares 5,282 $264K 0.03% +750 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares 4,044 $264K 0.03% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,605 shares; 2025Q3: 2,624 shares 2,624 $263K 0.03% +19 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,685 shares; 2025Q2: 4,454 shares; 2025Q3: 4,454 shares 4,454 $257K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 2,566 shares; 2025Q1: 564 shares; 2025Q2: 548 shares; 2025Q3: 529 shares 529 $257K 0.03% -19 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,235 shares; 2024Q4: 10,228 shares; 2025Q1: 10,151 shares; 2025Q2: 2,085 shares; 2025Q3: 2,152 shares 2,152 $256K 0.03% +67 Timeline IA INNOVATIVE SOLUTIONS & SUPPO More: the full row for INNOVATIVE SOLUTIONS & SUPPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 20,400 shares 20,400 $255K 0.03% +10,000 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 11,000 shares 11,000 $252K 0.03% -1,500 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,209 shares 7,209 $250K 0.03% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346 shares 346 $249K 0.03% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,136 shares; 2025Q3: 11,550 shares 11,550 $247K 0.03% +1,414 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,755 shares; 2024Q4: 4,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares 4,690 $245K 0.03% 0 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares 1,193 $238K 0.03% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,203 shares 11,203 $229K 0.03% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,248 shares; 2024Q4: 18,248 shares; 2025Q1: 18,248 shares; 2025Q2: 18,248 shares; 2025Q3: 18,248 shares 18,248 $229K 0.03% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: not reported; 2025Q1: 7,493 shares; 2025Q2: 7,493 shares; 2025Q3: 7,966 shares 7,966 $225K 0.02% +473 Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,220 shares 7,220 $221K 0.02% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares 400 $217K 0.02% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 486 shares 486 $216K 0.02% new Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares 3,750 $216K 0.02% new Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 9,150 shares; 2025Q1: 8,525 shares; 2025Q2: 8,525 shares; 2025Q3: 8,525 shares 8,525 $210K 0.02% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares 4,950 $206K 0.02% 0 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,713 shares 10,713 $206K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares 189 $204K 0.02% new Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,578 shares; 2024Q4: 10,578 shares; 2025Q1: 10,578 shares; 2025Q2: 10,578 shares; 2025Q3: 10,578 shares 10,578 $181K 0.02% 0 Timeline FSI FLEXIBLE SOLUTIONS INTL INC More: the full row for FLEXIBLE SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 18,300 shares; 2025Q1: 18,300 shares; 2025Q2: 18,300 shares; 2025Q3: 18,300 shares 18,300 $176K 0.02% 0 Timeline BOSC BOS BETTER ONLINE SOLUTIONS More: the full row for BOS BETTER ONLINE SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,565 shares; 2024Q4: 36,565 shares; 2025Q1: 36,565 shares; 2025Q2: 36,565 shares; 2025Q3: 36,565 shares 36,565 $174K 0.02% 0 Timeline ASYS AMTECH SYS INC More: the full row for AMTECH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,600 shares 14,600 $135K 0.01% new Timeline CPSH CPS TECHNOLOGIES CORP More: the full row for CPS TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,952 shares; 2024Q4: 35,952 shares; 2025Q1: 35,952 shares; 2025Q2: 35,952 shares; 2025Q3: 35,952 shares 35,952 $128K 0.01% 0 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,607 shares; 2024Q4: 13,821 shares; 2025Q1: 13,821 shares; 2025Q2: 13,821 shares; 2025Q3: 13,821 shares 13,821 $128K 0.01% 0 Timeline SELF GLOBAL SELF STORAGE INC More: the full row for GLOBAL SELF STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 15,600 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 24,100 shares 24,100 $121K 0.01% +8,500 Timeline LOAN MANHATTAN BRDG CAP INC More: the full row for MANHATTAN BRDG CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,386 shares; 2024Q4: 19,386 shares; 2025Q1: 19,386 shares; 2025Q2: 21,186 shares; 2025Q3: 21,186 shares 21,186 $116K 0.01% 0 Timeline PPSI PIONEER PWR SOLUTIONS INC More: the full row for PIONEER PWR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,786 shares 21,786 $94.1K 0.01% new Timeline MHH MASTECH HLDGS INC More: the full row for MASTECH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,126 shares; 2025Q3: 12,126 shares 12,126 $92.4K 0.01% 0 Timeline SURG SURGEPAYS INC More: the full row for SURGEPAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 19,000 shares; 2025Q3: 32,500 shares 32,500 $91.3K 0.01% +13,500 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares 10,230 $91K 0.01% 0 Timeline AMS AMERICAN SHARED HOSPITAL SVC More: the full row for AMERICAN SHARED HOSPITAL SVC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,725 shares; 2024Q4: 29,725 shares; 2025Q1: 29,725 shares; 2025Q2: 29,725 shares; 2025Q3: 29,725 shares 29,725 $83.2K 0.01% 0 Timeline VIRC VIRCO MFG CO More: the full row for VIRCO MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 10,503 shares; 2025Q1: 10,503 shares; 2025Q2: 10,503 shares; 2025Q3: 10,503 shares 10,503 $81.4K 0.01% 0 Timeline DAIO DATA I O CORP More: the full row for DATA I O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,402 shares; 2024Q4: 15,402 shares; 2025Q1: 15,402 shares; 2025Q2: 22,402 shares; 2025Q3: 22,402 shares 22,402 $74.8K 0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,217 shares 12,217 $73.5K 0.01% new Timeline CVU CPI AEROSTRUCTURES INC More: the full row for CPI AEROSTRUCTURES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,579 shares; 2024Q4: 26,579 shares; 2025Q1: 26,579 shares; 2025Q2: 26,579 shares; 2025Q3: 29,079 shares 29,079 $73.3K 0.01% +2,500 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares 16,000 $71.8K 0.01% 0 Timeline TRT TRIO TECH INTL More: the full row for TRIO TECH INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 12,008 shares; 2025Q1: 12,008 shares; 2025Q2: 12,008 shares; 2025Q3: 12,008 shares 12,008 $71.2K 0.01% 0 Timeline GAIA GAIA INC NEW More: the full row for GAIA INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares 10,600 $62.8K 0.01% 0 Timeline KOSS KOSS CORP More: the full row for KOSS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares 10,575 $53.7K 0.01% 0 Timeline RAVE RAVE RESTAURANT GROUP INC More: the full row for RAVE RESTAURANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 16,000 shares 16,000 $53.1K 0.01% +1,000 Timeline APT ALPHA PRO TECH LTD More: the full row for ALPHA PRO TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares 11,050 $52.9K 0.01% 0 Timeline CBAT CBAK ENERGY TECHNOLOGY INC More: the full row for CBAK ENERGY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 52,521 shares; 2025Q3: 52,521 shares 52,521 $47K 0.01% 0 Timeline WVVI WILLAMETTE VALLEY VINEYARDS More: the full row for WILLAMETTE VALLEY VINEYARDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,921 shares; 2024Q4: 12,921 shares; 2025Q1: 12,921 shares; 2025Q2: 12,921 shares; 2025Q3: 12,921 shares 12,921 $46.1K 0.01% 0 Timeline TLF TANDY LEATHER FACTORY INC More: the full row for TANDY LEATHER FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,573 shares; 2025Q3: 12,573 shares 12,573 $37.7K <0.01% 0 Timeline LFT LUMENT FINANCE TRUST INC More: the full row for LUMENT FINANCE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 18,000 shares 18,000 $36.4K <0.01% +8,000 Timeline NAII NATURAL ALTERNATIVES INTL IN More: the full row for NATURAL ALTERNATIVES INTL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,022 shares; 2024Q4: 10,022 shares; 2025Q1: 10,022 shares; 2025Q2: 10,022 shares; 2025Q3: 10,022 shares 10,022 $28.6K <0.01% 0 Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,364 shares; 2025Q3: 16,364 shares 16,364 $27K <0.01% 0 Timeline BWEN BROADWIND INC More: the full row for BROADWIND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,499 shares; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares 12,100 $25.4K <0.01% 0 Timeline