NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,223 shares; 2024Q4: 258,810 shares; 2025Q1: 241,518 shares; 2025Q2: 225,631 shares; 2025Q3: 217,639 shares; 2025Q4: 196,959 shares 196,959 $36.7M 4.01% -20,680 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,450 shares; 2024Q4: 148,716 shares; 2025Q1: 134,416 shares; 2025Q2: 125,719 shares; 2025Q3: 119,646 shares; 2025Q4: 113,049 shares 113,049 $35.4M 3.86% -6,597 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,820 shares; 2024Q4: 84,458 shares; 2025Q1: 76,439 shares; 2025Q2: 75,123 shares; 2025Q3: 74,254 shares; 2025Q4: 71,568 shares 71,568 $34.6M 3.78% -2,686 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,548 shares; 2024Q4: 134,194 shares; 2025Q1: 130,481 shares; 2025Q2: 128,220 shares; 2025Q3: 126,015 shares; 2025Q4: 123,794 shares 123,794 $33.7M 3.68% -2,221 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,494 shares; 2024Q4: 359,864 shares; 2025Q1: 359,662 shares; 2025Q2: 357,680 shares; 2025Q3: 339,621 shares; 2025Q4: 339,346 shares 339,346 $27.5M 3.01% -275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,387 shares; 2024Q4: 168,867 shares; 2025Q1: 167,294 shares; 2025Q2: 164,692 shares; 2025Q3: 167,712 shares; 2025Q4: 155,885 shares 155,885 $24.5M 2.68% -11,827 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,931 shares; 2024Q4: 78,285 shares; 2025Q1: 77,909 shares; 2025Q2: 75,866 shares; 2025Q3: 74,876 shares; 2025Q4: 75,294 shares 75,294 $24.3M 2.65% +418 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,804 shares; 2024Q4: 195,044 shares; 2025Q1: 187,932 shares; 2025Q2: 184,359 shares; 2025Q3: 173,241 shares; 2025Q4: 165,373 shares 165,373 $18.4M 2.01% -7,868 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,994 shares; 2024Q4: 31,613 shares; 2025Q1: 29,592 shares; 2025Q2: 28,902 shares; 2025Q3: 28,274 shares; 2025Q4: 27,331 shares 27,331 $15.7M 1.71% -943 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,687 shares; 2024Q4: 44,982 shares; 2025Q1: 44,731 shares; 2025Q2: 47,153 shares; 2025Q3: 45,289 shares; 2025Q4: 44,349 shares 44,349 $14.6M 1.59% -940 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,588 shares; 2024Q4: 53,616 shares; 2025Q1: 45,313 shares; 2025Q2: 43,565 shares; 2025Q3: 42,339 shares; 2025Q4: 41,451 shares 41,451 $14.3M 1.57% -888 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,751 shares; 2024Q4: 66,592 shares; 2025Q1: 67,872 shares; 2025Q2: 66,539 shares; 2025Q3: 65,837 shares; 2025Q4: 61,600 shares 61,600 $14.2M 1.55% -4,237 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,794 shares; 2024Q4: 15,549 shares; 2025Q1: 15,453 shares; 2025Q2: 15,030 shares; 2025Q3: 14,762 shares; 2025Q4: 14,541 shares 14,541 $12.8M 1.4% -221 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,762 shares; 2024Q4: 22,314 shares; 2025Q1: 22,283 shares; 2025Q2: 21,907 shares; 2025Q3: 21,623 shares; 2025Q4: 21,330 shares 21,330 $12.2M 1.33% -293 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,094 shares; 2024Q4: 11,555 shares; 2025Q1: 11,487 shares; 2025Q2: 11,426 shares; 2025Q3: 11,110 shares; 2025Q4: 10,895 shares 10,895 $11.7M 1.28% -215 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,002 shares; 2024Q4: 18,786 shares; 2025Q1: 18,607 shares; 2025Q2: 18,516 shares; 2025Q3: 18,276 shares; 2025Q4: 16,912 shares 16,912 $11.2M 1.22% -1,364 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,952 shares; 2024Q4: 208,407 shares; 2025Q1: 207,485 shares; 2025Q2: 200,553 shares; 2025Q3: 196,875 shares; 2025Q4: 205,328 shares 205,328 $10.9M 1.19% +8,453 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,856 shares; 2024Q4: 129,659 shares; 2025Q1: 127,961 shares; 2025Q2: 125,974 shares; 2025Q3: 120,510 shares; 2025Q4: 126,011 shares 126,011 $10.4M 1.14% +5,501 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,578 shares; 2024Q4: 36,969 shares; 2025Q1: 36,972 shares; 2025Q2: 36,618 shares; 2025Q3: 36,478 shares; 2025Q4: 33,534 shares 33,534 $10.2M 1.12% -2,944 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,201 shares; 2024Q4: 151,623 shares; 2025Q1: 160,377 shares; 2025Q2: 167,700 shares; 2025Q3: 153,039 shares; 2025Q4: 199,678 shares 199,678 $10.2M 1.11% +46,639 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,315 shares; 2024Q4: 47,232 shares; 2025Q1: 46,908 shares; 2025Q2: 45,512 shares; 2025Q3: 44,581 shares; 2025Q4: 44,516 shares 44,516 $10.2M 1.11% -65 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 12,166 shares; 2025Q1: 11,728 shares; 2025Q2: 11,634 shares; 2025Q3: 11,617 shares; 2025Q4: 11,333 shares 11,333 $9.17M 1% -284 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,845 shares; 2024Q4: 28,540 shares; 2025Q1: 26,948 shares; 2025Q2: 26,576 shares; 2025Q3: 24,864 shares; 2025Q4: 25,169 shares 25,169 $8.66M 0.95% +305 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,735 shares; 2024Q4: 88,570 shares; 2025Q1: 83,967 shares; 2025Q2: 83,526 shares; 2025Q3: 79,140 shares; 2025Q4: 60,377 shares 60,377 $8.65M 0.94% -18,763 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,558 shares; 2024Q4: 47,008 shares; 2025Q1: 41,215 shares; 2025Q2: 33,986 shares; 2025Q3: 33,773 shares; 2025Q4: 59,479 shares 59,479 $8.56M 0.94% +25,706 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,713 shares; 2024Q4: 35,076 shares; 2025Q1: 35,244 shares; 2025Q2: 34,674 shares; 2025Q3: 35,119 shares; 2025Q4: 34,614 shares 34,614 $8.52M 0.93% -505 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,187 shares; 2025Q1: 8,102 shares; 2025Q2: 7,908 shares; 2025Q3: 7,723 shares; 2025Q4: 7,501 shares 7,501 $8.03M 0.88% -222 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,093 shares; 2024Q4: 37,510 shares; 2025Q1: 35,411 shares; 2025Q2: 34,841 shares; 2025Q3: 34,893 shares; 2025Q4: 34,654 shares 34,654 $7.92M 0.86% -239 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,985 shares; 2024Q4: 39,367 shares; 2025Q1: 38,121 shares; 2025Q2: 36,834 shares; 2025Q3: 36,199 shares; 2025Q4: 35,682 shares 35,682 $7.38M 0.81% -517 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,778 shares; 2024Q4: 61,314 shares; 2025Q1: 61,714 shares; 2025Q2: 59,173 shares; 2025Q3: 59,458 shares; 2025Q4: 61,575 shares 61,575 $7.35M 0.8% +2,117 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,969 shares; 2024Q4: 48,449 shares; 2025Q1: 48,684 shares; 2025Q2: 48,035 shares; 2025Q3: 47,929 shares; 2025Q4: 48,103 shares 48,103 $7.33M 0.8% +174 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,809 shares; 2024Q4: 7,580 shares; 2025Q1: 7,576 shares; 2025Q2: 7,421 shares; 2025Q3: 7,339 shares; 2025Q4: 6,620 shares 6,620 $7.08M 0.77% -719 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,478 shares; 2024Q4: 36,079 shares; 2025Q1: 35,664 shares; 2025Q2: 34,975 shares; 2025Q3: 34,474 shares; 2025Q4: 33,882 shares 33,882 $6.88M 0.75% -592 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 6,055 shares; 2025Q1: 36,911 shares; 2025Q2: 92,298 shares; 2025Q3: 92,395 shares; 2025Q4: 71,391 shares 71,391 $6.86M 0.75% -21,004 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,209 shares; 2024Q4: 57,889 shares; 2025Q1: 57,254 shares; 2025Q2: 56,230 shares; 2025Q3: 55,352 shares; 2025Q4: 53,681 shares 53,681 $6.73M 0.73% -1,671 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,591 shares; 2024Q4: 43,131 shares; 2025Q1: 42,757 shares; 2025Q2: 40,854 shares; 2025Q3: 40,483 shares; 2025Q4: 38,396 shares 38,396 $6.25M 0.68% -2,087 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,084 shares; 2024Q4: 26,889 shares; 2025Q1: 26,606 shares; 2025Q2: 26,004 shares; 2025Q3: 25,546 shares; 2025Q4: 23,971 shares 23,971 $6.2M 0.68% -1,575 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,456 shares; 2024Q4: 58,109 shares; 2025Q1: 57,728 shares; 2025Q2: 57,608 shares; 2025Q3: 61,548 shares; 2025Q4: 63,179 shares 63,179 $6.08M 0.66% +1,631 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,859 shares; 2024Q4: 57,401 shares; 2025Q1: 57,226 shares; 2025Q2: 56,508 shares; 2025Q3: 85,625 shares; 2025Q4: 94,227 shares 94,227 $6.07M 0.66% +8,602 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,669 shares; 2024Q4: 48,170 shares; 2025Q1: 51,403 shares; 2025Q2: 51,805 shares; 2025Q3: 55,850 shares; 2025Q4: 60,265 shares 60,265 $6.02M 0.66% +4,415 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,046 shares; 2024Q4: 11,730 shares; 2025Q1: 11,723 shares; 2025Q2: 11,789 shares; 2025Q3: 11,592 shares; 2025Q4: 11,474 shares 11,474 $5.77M 0.63% -118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,808 shares; 2024Q4: 43,556 shares; 2025Q1: 40,468 shares; 2025Q2: 40,159 shares; 2025Q3: 42,966 shares; 2025Q4: 43,024 shares 43,024 $5.5M 0.6% +58 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,446 shares; 2024Q4: 73,264 shares; 2025Q1: 83,277 shares; 2025Q2: 80,908 shares; 2025Q3: 81,424 shares; 2025Q4: 80,028 shares 80,028 $5.4M 0.59% -1,396 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,338 shares; 2024Q4: 27,361 shares; 2025Q1: 18,141 shares; 2025Q2: 18,082 shares; 2025Q3: 18,148 shares; 2025Q4: 16,887 shares 16,887 $5.38M 0.59% -1,261 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,853 shares; 2024Q4: 34,500 shares; 2025Q1: 34,492 shares; 2025Q2: 34,288 shares; 2025Q3: 33,181 shares; 2025Q4: 33,378 shares 33,378 $5.37M 0.59% +197 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,626 shares; 2024Q4: 125,493 shares; 2025Q1: 149,807 shares; 2025Q2: 161,101 shares; 2025Q3: 185,583 shares; 2025Q4: 204,150 shares 204,150 $5.35M 0.58% +18,567 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,220 shares; 2024Q4: 12,010 shares; 2025Q1: 31,182 shares; 2025Q2: 45,089 shares; 2025Q3: 45,830 shares; 2025Q4: 45,866 shares 45,866 $5.29M 0.58% +36 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,218 shares; 2024Q4: 36,883 shares; 2025Q1: 38,961 shares; 2025Q2: 37,788 shares; 2025Q3: 42,244 shares; 2025Q4: 46,085 shares 46,085 $5.08M 0.55% +3,841 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 8,561 shares; 2025Q1: 8,946 shares; 2025Q2: 9,413 shares; 2025Q3: 8,950 shares; 2025Q4: 8,651 shares 8,651 $4.78M 0.52% -299 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,264 shares; 2024Q4: 215,921 shares; 2025Q1: 212,012 shares; 2025Q2: 200,006 shares; 2025Q3: 193,735 shares; 2025Q4: 190,335 shares 190,335 $4.78M 0.52% -3,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,872 shares; 2024Q4: 40,475 shares; 2025Q1: 39,945 shares; 2025Q2: 43,902 shares; 2025Q3: 38,253 shares; 2025Q4: 45,111 shares 45,111 $4.68M 0.51% +6,858 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 12,631 shares; 2025Q1: 47,547 shares; 2025Q2: 74,020 shares; 2025Q3: 75,298 shares; 2025Q4: 72,074 shares 72,074 $4.67M 0.51% -3,224 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 10,232 shares; 2025Q1: 11,052 shares; 2025Q2: 10,914 shares; 2025Q3: 10,517 shares; 2025Q4: 10,293 shares 10,293 $4.39M 0.48% -224 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,088 shares; 2024Q4: 66,235 shares; 2025Q1: 65,770 shares; 2025Q2: 60,682 shares; 2025Q3: 59,808 shares; 2025Q4: 47,192 shares 47,192 $4.34M 0.47% -12,616 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,143 shares; 2024Q4: 14,734 shares; 2025Q1: 14,325 shares; 2025Q2: 13,880 shares; 2025Q3: 13,588 shares; 2025Q4: 13,421 shares 13,421 $4.2M 0.46% -167 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,537 shares; 2024Q4: 77,163 shares; 2025Q1: 76,350 shares; 2025Q2: 76,143 shares; 2025Q3: 77,331 shares; 2025Q4: 75,748 shares 75,748 $4.08M 0.45% -1,583 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,070 shares; 2024Q4: 149,401 shares; 2025Q1: 151,745 shares; 2025Q2: 149,941 shares; 2025Q3: 148,250 shares; 2025Q4: 146,297 shares 146,297 $3.96M 0.43% -1,953 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,546 shares; 2024Q4: 20,171 shares; 2025Q1: 20,309 shares; 2025Q2: 25,084 shares; 2025Q3: 24,834 shares; 2025Q4: 25,692 shares 25,692 $3.95M 0.43% +858 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,282 shares; 2024Q4: 22,768 shares; 2025Q1: 22,577 shares; 2025Q2: 19,146 shares; 2025Q3: 18,444 shares; 2025Q4: 17,951 shares 17,951 $3.8M 0.42% -493 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,052 shares; 2024Q4: 173,225 shares; 2025Q1: 173,840 shares; 2025Q2: 157,519 shares; 2025Q3: 155,978 shares; 2025Q4: 160,806 shares 160,806 $3.71M 0.41% +4,828 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,101 shares; 2024Q4: 163,446 shares; 2025Q1: 156,867 shares; 2025Q2: 155,251 shares; 2025Q3: 150,281 shares; 2025Q4: 141,350 shares 141,350 $3.69M 0.4% -8,931 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,663 shares; 2024Q4: 33,370 shares; 2025Q1: 33,370 shares; 2025Q2: 32,450 shares; 2025Q3: 32,056 shares; 2025Q4: 31,259 shares 31,259 $3.68M 0.4% -797 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,974 shares; 2024Q4: 43,304 shares; 2025Q1: 43,189 shares; 2025Q2: 36,139 shares; 2025Q3: 34,577 shares; 2025Q4: 31,859 shares 31,859 $3.51M 0.38% -2,718 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,594 shares; 2024Q4: 29,706 shares; 2025Q1: 29,374 shares; 2025Q2: 28,853 shares; 2025Q3: 28,622 shares; 2025Q4: 28,733 shares 28,733 $3.46M 0.38% +111 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,825 shares; 2025Q1: 1,889 shares; 2025Q2: 14,970 shares; 2025Q3: 13,819 shares; 2025Q4: 22,412 shares 22,412 $3.44M 0.38% +8,593 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,386 shares; 2024Q4: 32,136 shares; 2025Q1: 31,877 shares; 2025Q2: 31,702 shares; 2025Q3: 31,702 shares; 2025Q4: 31,914 shares 31,914 $3.41M 0.37% +212 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,264 shares; 2025Q2: 7,970 shares; 2025Q3: 10,982 shares; 2025Q4: 10,940 shares 10,940 $3.37M 0.37% -42 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,009 shares; 2025Q1: 4,022 shares; 2025Q2: 4,113 shares; 2025Q3: 3,908 shares; 2025Q4: 3,898 shares 3,898 $3.36M 0.37% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,658 shares; 2024Q4: 59,757 shares; 2025Q1: 58,081 shares; 2025Q2: 56,067 shares; 2025Q3: 52,300 shares; 2025Q4: 54,791 shares 54,791 $3.28M 0.36% +2,491 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,882 shares; 2024Q4: 25,040 shares; 2025Q1: 21,957 shares; 2025Q2: 21,861 shares; 2025Q3: 21,272 shares; 2025Q4: 20,689 shares 20,689 $3.2M 0.35% -583 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,976 shares; 2024Q4: 10,975 shares; 2025Q1: 10,975 shares; 2025Q2: 10,975 shares; 2025Q3: 11,137 shares; 2025Q4: 9,375 shares 9,375 $3.18M 0.35% -1,762 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,314 shares; 2024Q4: 57,089 shares; 2025Q1: 57,639 shares; 2025Q2: 53,854 shares; 2025Q3: 55,391 shares; 2025Q4: 56,213 shares 56,213 $3.14M 0.34% +822 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,345 shares; 2024Q4: 38,568 shares; 2025Q1: 38,111 shares; 2025Q2: 33,296 shares; 2025Q3: 32,656 shares; 2025Q4: 30,716 shares 30,716 $2.92M 0.32% -1,940 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 3,513 shares 3,513 $2.88M 0.31% +2,823 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,326 shares; 2024Q4: 22,322 shares; 2025Q1: 14,980 shares; 2025Q2: 14,885 shares; 2025Q3: 19,798 shares; 2025Q4: 19,798 shares 19,798 $2.84M 0.31% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,171 shares; 2024Q4: 43,878 shares; 2025Q1: 42,866 shares; 2025Q2: 40,116 shares; 2025Q3: 36,049 shares; 2025Q4: 32,587 shares 32,587 $2.84M 0.31% -3,462 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,825 shares; 2024Q4: 78,823 shares; 2025Q1: 78,823 shares; 2025Q2: 79,136 shares; 2025Q3: 95,306 shares; 2025Q4: 95,300 shares 95,300 $2.78M 0.3% -6 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,773 shares; 2025Q1: 6,773 shares; 2025Q2: 6,773 shares; 2025Q3: 8,184 shares; 2025Q4: 8,184 shares 8,184 $2.78M 0.3% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,758 shares; 2024Q4: 20,758 shares; 2025Q1: 20,758 shares; 2025Q2: 20,758 shares; 2025Q3: 20,758 shares; 2025Q4: 20,758 shares 20,758 $2.76M 0.3% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,600 shares; 2024Q4: 28,552 shares; 2025Q1: 29,080 shares; 2025Q2: 28,654 shares; 2025Q3: 27,014 shares; 2025Q4: 26,953 shares 26,953 $2.76M 0.3% -61 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,600 shares; 2024Q4: 35,599 shares; 2025Q1: 37,262 shares; 2025Q2: 34,945 shares; 2025Q3: 34,238 shares; 2025Q4: 34,389 shares 34,389 $2.74M 0.3% +151 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 4,090 shares; 2025Q1: 4,083 shares; 2025Q2: 4,083 shares; 2025Q3: 4,314 shares; 2025Q4: 4,001 shares 4,001 $2.73M 0.3% -313 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,634 shares; 2024Q4: 36,115 shares; 2025Q1: 34,746 shares; 2025Q2: 29,370 shares; 2025Q3: 28,271 shares; 2025Q4: 23,954 shares 23,954 $2.63M 0.29% -4,317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,009 shares; 2024Q4: 129,437 shares; 2025Q1: 138,811 shares; 2025Q2: 138,262 shares; 2025Q3: 138,262 shares; 2025Q4: 129,935 shares 129,935 $2.61M 0.28% -8,327 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,859 shares 39,859 $2.59M 0.28% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,197 shares; 2024Q4: 56,809 shares; 2025Q1: 67,824 shares; 2025Q2: 73,197 shares; 2025Q3: 84,990 shares; 2025Q4: 96,806 shares 96,806 $2.57M 0.28% +11,816 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 7,939 shares; 2025Q1: 7,639 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 6,880 shares 6,880 $2.57M 0.28% -454 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 7,875 shares; 2025Q1: 7,785 shares; 2025Q2: 7,300 shares; 2025Q3: 8,028 shares; 2025Q4: 8,389 shares 8,389 $2.55M 0.28% +361 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,874 shares; 2024Q4: 48,757 shares; 2025Q1: 58,865 shares; 2025Q2: 63,761 shares; 2025Q3: 72,541 shares; 2025Q4: 75,629 shares 75,629 $2.47M 0.27% +3,088 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,892 shares; 2024Q4: 46,300 shares; 2025Q1: 46,670 shares; 2025Q2: 47,718 shares; 2025Q3: 47,308 shares; 2025Q4: 48,840 shares 48,840 $2.34M 0.26% +1,532 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,715 shares; 2024Q4: 23,180 shares; 2025Q1: 23,102 shares; 2025Q2: 23,021 shares; 2025Q3: 21,682 shares; 2025Q4: 21,682 shares 21,682 $2.32M 0.25% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,274 shares; 2024Q4: 13,703 shares; 2025Q1: 11,121 shares; 2025Q2: 12,130 shares; 2025Q3: 12,918 shares; 2025Q4: 13,068 shares 13,068 $2.31M 0.25% +150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,181 shares; 2025Q1: 6,503 shares; 2025Q2: 6,595 shares; 2025Q3: 6,591 shares; 2025Q4: 6,340 shares 6,340 $2.26M 0.25% -251 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,517 shares; 2025Q4: 15,473 shares 15,473 $2.22M 0.24% +8,956 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,319 shares; 2025Q1: 3,259 shares; 2025Q2: 3,360 shares; 2025Q3: 3,322 shares; 2025Q4: 3,172 shares 3,172 $2.17M 0.24% -150 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,719 shares; 2024Q4: 50,953 shares; 2025Q1: 49,761 shares; 2025Q2: 49,262 shares; 2025Q3: 47,632 shares; 2025Q4: 42,981 shares 42,981 $2.17M 0.24% -4,651 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,106 shares; 2024Q4: 26,780 shares; 2025Q1: 26,930 shares; 2025Q2: 26,930 shares; 2025Q3: 26,222 shares; 2025Q4: 25,791 shares 25,791 $2.16M 0.24% -431 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,759 shares; 2024Q4: 60,985 shares; 2025Q1: 55,957 shares; 2025Q2: 52,722 shares; 2025Q3: 54,198 shares; 2025Q4: 50,318 shares 50,318 $2.14M 0.23% -3,880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,152 shares; 2024Q4: 30,151 shares; 2025Q1: 30,151 shares; 2025Q2: 30,151 shares; 2025Q3: 35,071 shares; 2025Q4: 35,071 shares 35,071 $2.03M 0.22% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,617 shares; 2024Q4: 49,395 shares; 2025Q1: 50,302 shares; 2025Q2: 45,001 shares; 2025Q3: 43,936 shares; 2025Q4: 41,410 shares 41,410 $2.02M 0.22% -2,526 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,290 shares; 2024Q4: 58,271 shares; 2025Q1: 80,415 shares; 2025Q2: 106,458 shares; 2025Q3: 105,382 shares; 2025Q4: 79,656 shares 79,656 $1.98M 0.22% -25,726 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 15,529 shares; 2025Q1: 15,654 shares; 2025Q2: 15,654 shares; 2025Q3: 18,214 shares; 2025Q4: 18,214 shares 18,214 $1.97M 0.22% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 12,374 shares; 2025Q1: 6,836 shares; 2025Q2: 10,007 shares; 2025Q3: 10,350 shares; 2025Q4: 10,286 shares 10,286 $1.97M 0.21% -64 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,815 shares; 2025Q4: 10,332 shares 10,332 $1.92M 0.21% +2,517 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,075 shares; 2024Q4: 28,579 shares; 2025Q1: 36,528 shares; 2025Q2: 35,891 shares; 2025Q3: 37,516 shares; 2025Q4: 26,562 shares 26,562 $1.79M 0.2% -10,954 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,593 shares 73,593 $1.78M 0.19% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,637 shares; 2024Q4: 18,211 shares; 2025Q1: 18,436 shares; 2025Q2: 22,627 shares; 2025Q3: 22,367 shares; 2025Q4: 22,912 shares 22,912 $1.76M 0.19% +545 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,185 shares; 2025Q1: 8,070 shares; 2025Q2: 9,299 shares; 2025Q3: 9,142 shares; 2025Q4: 9,078 shares 9,078 $1.76M 0.19% -64 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,302 shares; 2025Q1: 4,745 shares; 2025Q2: 4,741 shares; 2025Q3: 4,555 shares; 2025Q4: 4,298 shares 4,298 $1.7M 0.19% -257 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,811 shares; 2024Q4: 51,111 shares; 2025Q1: 51,811 shares; 2025Q2: 51,811 shares; 2025Q3: 51,811 shares; 2025Q4: 55,871 shares 55,871 $1.69M 0.18% +4,060 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,665 shares; 2025Q1: 2,661 shares; 2025Q2: 2,477 shares; 2025Q3: 2,376 shares; 2025Q4: 3,391 shares 3,391 $1.65M 0.18% +1,015 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 6,122 shares; 2025Q1: 6,004 shares; 2025Q2: 8,880 shares; 2025Q3: 8,309 shares; 2025Q4: 5,960 shares 5,960 $1.64M 0.18% -2,349 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,982 shares; 2025Q3: 7,345 shares; 2025Q4: 24,464 shares 24,464 $1.55M 0.17% +17,119 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,348 shares; 2024Q4: 65,345 shares; 2025Q1: 65,345 shares; 2025Q2: 65,345 shares; 2025Q3: 77,157 shares; 2025Q4: 77,157 shares 77,157 $1.54M 0.17% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,158 shares; 2025Q1: 4,142 shares; 2025Q2: 4,139 shares; 2025Q3: 4,136 shares; 2025Q4: 3,271 shares 3,271 $1.52M 0.17% -865 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,413 shares; 2025Q2: 40,196 shares; 2025Q3: 48,375 shares; 2025Q4: 62,323 shares 62,323 $1.5M 0.16% +13,948 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,572 shares; 2024Q4: 47,085 shares; 2025Q1: 34,743 shares; 2025Q2: 19,492 shares; 2025Q3: 18,951 shares; 2025Q4: 18,644 shares 18,644 $1.5M 0.16% -307 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,147 shares; 2025Q2: 13,095 shares; 2025Q3: 15,762 shares; 2025Q4: 20,334 shares 20,334 $1.5M 0.16% +4,572 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,190 shares 3,190 $1.49M 0.16% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,538 shares; 2025Q3: 27,538 shares; 2025Q4: 27,649 shares 27,649 $1.49M 0.16% +111 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,403 shares 9,403 $1.48M 0.16% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,271 shares; 2024Q4: 21,617 shares; 2025Q1: 21,165 shares; 2025Q2: 20,652 shares; 2025Q3: 20,027 shares; 2025Q4: 19,469 shares 19,469 $1.48M 0.16% -558 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,378 shares; 2024Q4: 46,268 shares; 2025Q1: 63,911 shares; 2025Q2: 62,843 shares; 2025Q3: 60,187 shares; 2025Q4: 60,428 shares 60,428 $1.47M 0.16% +241 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,885 shares; 2024Q4: 58,755 shares; 2025Q1: 58,755 shares; 2025Q2: 58,755 shares; 2025Q3: 59,355 shares; 2025Q4: 55,435 shares 55,435 $1.42M 0.16% -3,920 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,820 shares; 2024Q4: 14,779 shares; 2025Q1: 14,253 shares; 2025Q2: 14,016 shares; 2025Q3: 13,513 shares; 2025Q4: 12,797 shares 12,797 $1.41M 0.15% -716 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,179 shares; 2024Q4: 60,479 shares; 2025Q1: 60,479 shares; 2025Q2: 60,479 shares; 2025Q3: 59,925 shares; 2025Q4: 57,925 shares 57,925 $1.41M 0.15% -2,000 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,417 shares; 2024Q4: 18,090 shares; 2025Q1: 6,180 shares; 2025Q2: 6,180 shares; 2025Q3: 6,079 shares; 2025Q4: 11,648 shares 11,648 $1.39M 0.15% +5,569 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,871 shares; 2025Q1: 13,871 shares; 2025Q2: 13,871 shares; 2025Q3: 15,746 shares; 2025Q4: 15,746 shares 15,746 $1.39M 0.15% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,833 shares; 2025Q3: 49,956 shares; 2025Q4: 32,749 shares 32,749 $1.38M 0.15% -17,207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,569 shares; 2024Q4: 20,179 shares; 2025Q1: 18,403 shares; 2025Q2: 11,416 shares; 2025Q3: 11,309 shares; 2025Q4: 7,511 shares 7,511 $1.37M 0.15% -3,798 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,038 shares; 2024Q4: 11,874 shares; 2025Q1: 24,372 shares; 2025Q2: 25,412 shares; 2025Q3: 27,185 shares; 2025Q4: 41,661 shares 41,661 $1.36M 0.15% +14,476 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,109 shares; 2024Q4: 4,066 shares; 2025Q1: 4,088 shares; 2025Q2: 4,087 shares; 2025Q3: 4,085 shares; 2025Q4: 4,096 shares 4,096 $1.34M 0.15% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 26,966 shares; 2025Q1: 26,966 shares; 2025Q2: 26,966 shares; 2025Q3: 37,117 shares; 2025Q4: 37,117 shares 37,117 $1.34M 0.15% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,787 shares 7,787 $1.32M 0.14% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,134 shares; 2024Q4: 67,128 shares; 2025Q1: 67,128 shares; 2025Q2: 67,128 shares; 2025Q3: 82,553 shares; 2025Q4: 82,924 shares 82,924 $1.28M 0.14% +371 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 1,974 shares; 2025Q1: 1,884 shares; 2025Q2: 2,204 shares; 2025Q3: 2,197 shares; 2025Q4: 2,050 shares 2,050 $1.26M 0.14% -147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,060 shares; 2024Q4: 48,057 shares; 2025Q1: 48,057 shares; 2025Q2: 48,057 shares; 2025Q3: 60,562 shares; 2025Q4: 60,562 shares 60,562 $1.26M 0.14% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 10,193 shares; 2025Q1: 7,224 shares; 2025Q2: 7,874 shares; 2025Q3: 9,126 shares; 2025Q4: 9,075 shares 9,075 $1.24M 0.14% -51 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,445 shares; 2024Q4: 27,854 shares; 2025Q1: 19,570 shares; 2025Q2: 28,833 shares; 2025Q3: 29,033 shares; 2025Q4: 24,583 shares 24,583 $1.24M 0.14% -4,450 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,645 shares; 2025Q3: 7,203 shares; 2025Q4: 7,203 shares 7,203 $1.23M 0.13% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares 3,961 $1.21M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: 10,365 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 13,433 shares; 2025Q4: 13,439 shares 13,439 $1.21M 0.13% +6 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,433 shares; 2024Q4: 27,037 shares; 2025Q1: 26,496 shares; 2025Q2: 26,204 shares; 2025Q3: 25,787 shares; 2025Q4: 24,118 shares 24,118 $1.21M 0.13% -1,669 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,842 shares; 2025Q1: 6,753 shares; 2025Q2: 6,719 shares; 2025Q3: 6,561 shares; 2025Q4: 4,599 shares 4,599 $1.19M 0.13% -1,962 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 4,790 shares; 2025Q4: 4,790 shares 4,790 $1.17M 0.13% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,099 shares; 2025Q3: 20,511 shares; 2025Q4: 29,612 shares 29,612 $1.17M 0.13% +9,101 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,016 shares; 2024Q4: 28,666 shares; 2025Q1: 28,557 shares; 2025Q2: 28,488 shares; 2025Q3: 27,724 shares; 2025Q4: 27,665 shares 27,665 $1.16M 0.13% -59 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,586 shares; 2025Q3: 6,029 shares; 2025Q4: 6,274 shares 6,274 $1.15M 0.13% +245 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 9,307 shares; 2025Q1: 3,950 shares; 2025Q2: 9,417 shares; 2025Q3: 9,242 shares; 2025Q4: 12,848 shares 12,848 $1.15M 0.13% +3,606 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,937 shares; 2024Q4: 16,873 shares; 2025Q1: 16,430 shares; 2025Q2: 16,206 shares; 2025Q3: 15,365 shares; 2025Q4: 15,053 shares 15,053 $1.08M 0.12% -312 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,290 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares; 2025Q2: 12,290 shares; 2025Q3: 13,661 shares; 2025Q4: 13,661 shares 13,661 $1.07M 0.12% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,871 shares; 2024Q4: 10,871 shares; 2025Q1: 10,871 shares; 2025Q2: 10,665 shares; 2025Q3: 10,665 shares; 2025Q4: 10,397 shares 10,397 $1.07M 0.12% -268 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 5,433 shares; 2025Q1: 5,233 shares; 2025Q2: 5,233 shares; 2025Q3: 6,178 shares; 2025Q4: 5,899 shares 5,899 $1.07M 0.12% -279 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares 3,320 $1.06M 0.12% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,339 shares; 2024Q4: 42,425 shares; 2025Q1: 58,959 shares; 2025Q2: 105,747 shares; 2025Q3: 101,648 shares; 2025Q4: 91,484 shares 91,484 $1.05M 0.11% -10,164 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,644 shares; 2024Q4: 17,643 shares; 2025Q1: 17,643 shares; 2025Q2: 17,643 shares; 2025Q3: 20,975 shares; 2025Q4: 20,975 shares 20,975 $1.04M 0.11% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 8,448 shares; 2025Q1: 10,272 shares; 2025Q2: 11,139 shares; 2025Q3: 12,832 shares; 2025Q4: 14,419 shares 14,419 $1.04M 0.11% +1,587 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,766 shares; 2025Q1: 3,766 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 9,579 shares 9,579 $1.03M 0.11% +5,813 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,281 shares; 2024Q4: 16,901 shares; 2025Q1: 16,801 shares; 2025Q2: 16,797 shares; 2025Q3: 17,255 shares; 2025Q4: 15,837 shares 15,837 $1.03M 0.11% -1,418 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,608 shares; 2024Q4: 38,608 shares; 2025Q1: 38,608 shares; 2025Q2: 44,113 shares; 2025Q3: 52,313 shares; 2025Q4: 52,490 shares 52,490 $1.02M 0.11% +177 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,445 shares; 2024Q4: 13,445 shares; 2025Q1: 13,445 shares; 2025Q2: 13,445 shares; 2025Q3: 22,945 shares; 2025Q4: 22,945 shares 22,945 $1.01M 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 744 shares; 2025Q3: 3,156 shares; 2025Q4: 3,382 shares 3,382 $1M 0.11% +226 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,462 shares; 2025Q1: 6,134 shares; 2025Q2: 5,922 shares; 2025Q3: 5,517 shares; 2025Q4: 5,387 shares 5,387 $991K 0.11% -130 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,223 shares 38,223 $987K 0.11% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,646 shares; 2024Q4: 27,781 shares; 2025Q1: 17,318 shares; 2025Q2: 16,925 shares; 2025Q3: 16,379 shares; 2025Q4: 15,896 shares 15,896 $971K 0.11% -483 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,821 shares; 2024Q4: 10,821 shares; 2025Q1: 10,822 shares; 2025Q2: 10,822 shares; 2025Q3: 13,291 shares; 2025Q4: 13,291 shares 13,291 $957K 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 8,208 shares; 2025Q1: 7,966 shares; 2025Q2: 7,966 shares; 2025Q3: 7,966 shares; 2025Q4: 7,966 shares 7,966 $954K 0.1% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 21,062 shares; 2025Q1: 20,578 shares; 2025Q2: 20,114 shares; 2025Q3: 19,304 shares; 2025Q4: 18,906 shares 18,906 $954K 0.1% -398 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,927 shares; 2024Q4: 94,881 shares; 2025Q1: 92,334 shares; 2025Q2: 90,919 shares; 2025Q3: 89,462 shares; 2025Q4: 70,942 shares 70,942 $940K 0.1% -18,520 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 7,579 shares; 2025Q1: 7,579 shares; 2025Q2: 7,579 shares; 2025Q3: 8,622 shares; 2025Q4: 12,697 shares 12,697 $934K 0.1% +4,075 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,818 shares; 2024Q4: 20,233 shares; 2025Q1: 20,005 shares; 2025Q2: 18,238 shares; 2025Q3: 9,640 shares; 2025Q4: 7,265 shares 7,265 $927K 0.1% -2,375 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares; 2025Q3: 7,546 shares; 2025Q4: 7,546 shares 7,546 $926K 0.1% 0 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,891 shares; 2024Q4: 8,116 shares; 2025Q1: 9,284 shares; 2025Q2: 9,776 shares; 2025Q3: 11,206 shares; 2025Q4: 20,878 shares 20,878 $920K 0.1% +9,672 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 10,521 shares; 2025Q1: 10,521 shares; 2025Q2: 10,521 shares; 2025Q3: 12,171 shares; 2025Q4: 12,171 shares 12,171 $916K 0.1% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 6,341 shares; 2025Q1: 6,341 shares; 2025Q2: 6,341 shares; 2025Q3: 7,456 shares; 2025Q4: 5,242 shares 5,242 $913K 0.1% -2,214 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 7,409 shares; 2025Q1: 4,994 shares; 2025Q2: 7,235 shares; 2025Q3: 7,304 shares; 2025Q4: 7,897 shares 7,897 $900K 0.1% +593 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 14,689 shares; 2025Q1: 17,564 shares; 2025Q2: 18,937 shares; 2025Q3: 22,001 shares; 2025Q4: 25,528 shares 25,528 $885K 0.1% +3,527 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 8,693 shares; 2025Q1: 3,866 shares; 2025Q2: 2,028 shares; 2025Q3: 1,977 shares; 2025Q4: 1,811 shares 1,811 $876K 0.1% -166 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,586 shares; 2025Q2: 43,586 shares; 2025Q3: 43,586 shares; 2025Q4: 43,586 shares 43,586 $874K 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 8,302 shares; 2025Q1: 8,302 shares; 2025Q2: 8,302 shares; 2025Q3: 10,613 shares; 2025Q4: 10,618 shares 10,618 $858K 0.09% +5 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,431 shares; 2025Q3: 5,159 shares; 2025Q4: 6,067 shares 6,067 $856K 0.09% +908 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,630 shares; 2024Q4: 35,880 shares; 2025Q1: 34,330 shares; 2025Q2: 34,330 shares; 2025Q3: 34,212 shares; 2025Q4: 33,371 shares 33,371 $849K 0.09% -841 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,348 shares; 2024Q4: 26,348 shares; 2025Q1: 26,348 shares; 2025Q2: 26,348 shares; 2025Q3: 26,348 shares; 2025Q4: 19,833 shares 19,833 $813K 0.09% -6,515 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,362 shares; 2024Q4: 17,362 shares; 2025Q1: 17,362 shares; 2025Q2: 17,362 shares; 2025Q3: 17,362 shares; 2025Q4: 17,362 shares 17,362 $811K 0.09% 0 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,770 shares; 2024Q4: 23,770 shares; 2025Q1: 23,770 shares; 2025Q2: 23,770 shares; 2025Q3: 23,770 shares; 2025Q4: 23,770 shares 23,770 $810K 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,128 shares; 2025Q1: 6,128 shares; 2025Q2: 6,128 shares; 2025Q3: 6,128 shares; 2025Q4: 4,567 shares 4,567 $802K 0.09% -1,561 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,777 shares; 2025Q1: 4,777 shares; 2025Q2: 4,196 shares; 2025Q3: 3,998 shares; 2025Q4: 3,744 shares 3,744 $788K 0.09% -254 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,336 shares; 2025Q2: 77,644 shares; 2025Q3: 77,476 shares; 2025Q4: 18,527 shares 18,527 $787K 0.09% -58,949 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,642 shares 33,642 $785K 0.09% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 5,825 shares; 2025Q1: 5,825 shares; 2025Q2: 5,463 shares; 2025Q3: 5,248 shares; 2025Q4: 5,015 shares 5,015 $778K 0.08% -233 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,355 shares; 2025Q3: 4,004 shares; 2025Q4: 4,489 shares 4,489 $768K 0.08% +485 Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,899 shares 61,899 $765K 0.08% new Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 8,334 shares; 2025Q1: 8,334 shares; 2025Q2: 8,334 shares; 2025Q3: 9,949 shares; 2025Q4: 9,949 shares 9,949 $761K 0.08% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,122 shares; 2024Q4: 10,958 shares; 2025Q1: 10,958 shares; 2025Q2: 10,958 shares; 2025Q3: 10,958 shares; 2025Q4: 10,958 shares 10,958 $751K 0.08% 0 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,720 shares; 2024Q4: 86,446 shares; 2025Q1: 64,206 shares; 2025Q2: 53,971 shares; 2025Q3: 63,971 shares; 2025Q4: 61,436 shares 61,436 $749K 0.08% -2,535 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,534 shares; 2025Q1: 15,430 shares; 2025Q2: 14,843 shares; 2025Q3: 13,387 shares; 2025Q4: 9,647 shares 9,647 $746K 0.08% -3,740 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,414 shares 50,414 $739K 0.08% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 14,054 shares; 2025Q1: 16,971 shares; 2025Q2: 18,467 shares; 2025Q3: 21,345 shares; 2025Q4: 24,541 shares 24,541 $738K 0.08% +3,196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,316 shares; 2025Q3: 6,937 shares; 2025Q4: 6,591 shares 6,591 $736K 0.08% -346 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,038 shares; 2024Q4: 42,587 shares; 2025Q1: 42,584 shares; 2025Q2: 23,029 shares; 2025Q3: 23,020 shares; 2025Q4: 22,683 shares 22,683 $726K 0.08% -337 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,691 shares 12,691 $722K 0.08% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 10,269 shares; 2025Q1: 11,401 shares; 2025Q2: 11,764 shares; 2025Q3: 13,101 shares; 2025Q4: 15,677 shares 15,677 $716K 0.08% +2,576 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,990 shares; 2025Q4: 17,990 shares 17,990 $707K 0.08% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 22,122 shares; 2025Q1: 21,599 shares; 2025Q2: 20,693 shares; 2025Q3: 19,512 shares; 2025Q4: 17,206 shares 17,206 $694K 0.08% -2,306 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,033 shares; 2024Q4: 27,774 shares; 2025Q1: 29,053 shares; 2025Q2: 29,339 shares; 2025Q3: 31,163 shares; 2025Q4: 29,722 shares 29,722 $694K 0.08% -1,441 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares 3,450 $692K 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,063 shares; 2025Q2: 6,536 shares; 2025Q3: 7,656 shares; 2025Q4: 8,970 shares 8,970 $691K 0.08% +1,314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,666 shares; 2025Q1: 1,473 shares; 2025Q2: 1,283 shares; 2025Q3: 1,271 shares; 2025Q4: 1,197 shares 1,197 $683K 0.07% -74 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 3,976 shares; 2025Q1: not reported; 2025Q2: 3,976 shares; 2025Q3: 8,281 shares; 2025Q4: 8,281 shares 8,281 $665K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 6,172 shares; 2025Q1: 6,172 shares; 2025Q2: 6,172 shares; 2025Q3: 7,538 shares; 2025Q4: 7,538 shares 7,538 $649K 0.07% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,314 shares; 2024Q4: 9,069 shares; 2025Q1: 8,451 shares; 2025Q2: 6,545 shares; 2025Q3: 6,515 shares; 2025Q4: 3,966 shares 3,966 $647K 0.07% -2,549 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,825 shares; 2025Q4: 6,825 shares 6,825 $642K 0.07% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 10,604 shares; 2025Q1: 11,729 shares; 2025Q2: 11,729 shares; 2025Q3: 11,729 shares; 2025Q4: 11,729 shares 11,729 $642K 0.07% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,693 shares; 2024Q4: 11,915 shares; 2025Q1: 11,915 shares; 2025Q2: 11,833 shares; 2025Q3: 11,833 shares; 2025Q4: 11,477 shares 11,477 $629K 0.07% -356 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: 4,208 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,923 shares; 2025Q4: 4,923 shares 4,923 $623K 0.07% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,709 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares 1,941 $618K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,582 shares; 2025Q1: 12,582 shares; 2025Q2: 12,582 shares; 2025Q3: 15,999 shares; 2025Q4: 15,999 shares 15,999 $617K 0.07% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,340 shares; 2024Q4: 27,340 shares; 2025Q1: 27,340 shares; 2025Q2: 27,340 shares; 2025Q3: 27,340 shares; 2025Q4: 26,340 shares 26,340 $616K 0.07% -1,000 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,478 shares; 2024Q4: 9,478 shares; 2025Q1: 9,478 shares; 2025Q2: 9,478 shares; 2025Q3: 11,572 shares; 2025Q4: 11,584 shares 11,584 $616K 0.07% +12 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,511 shares; 2024Q4: 9,511 shares; 2025Q1: 9,511 shares; 2025Q2: 9,511 shares; 2025Q3: 11,513 shares; 2025Q4: 11,513 shares 11,513 $615K 0.07% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,007 shares; 2024Q4: 13,907 shares; 2025Q1: 14,188 shares; 2025Q2: 15,781 shares; 2025Q3: 15,018 shares; 2025Q4: 13,541 shares 13,541 $612K 0.07% -1,477 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,414 shares; 2025Q1: 4,468 shares; 2025Q2: 4,249 shares; 2025Q3: 4,138 shares; 2025Q4: 3,950 shares 3,950 $611K 0.07% -188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 3,568 shares; 2025Q1: 3,568 shares; 2025Q2: 3,568 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares 4,450 $610K 0.07% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 862 shares; 2025Q1: 1,854 shares; 2025Q2: 1,899 shares; 2025Q3: 1,939 shares; 2025Q4: 6,421 shares 6,421 $602K 0.07% +4,482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,079 shares; 2025Q3: 6,730 shares; 2025Q4: 7,347 shares 7,347 $600K 0.07% +617 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,149 shares; 2024Q4: 18,149 shares; 2025Q1: 14,520 shares; 2025Q2: 14,520 shares; 2025Q3: 17,098 shares; 2025Q4: 17,098 shares 17,098 $595K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,001 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 9,790 shares; 2025Q4: 9,790 shares 9,790 $575K 0.06% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,341 shares; 2025Q2: 9,341 shares; 2025Q3: 18,263 shares; 2025Q4: 18,263 shares 18,263 $571K 0.06% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,524 shares; 2024Q4: 10,523 shares; 2025Q1: 10,523 shares; 2025Q2: 10,523 shares; 2025Q3: 11,884 shares; 2025Q4: 11,884 shares 11,884 $570K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,301 shares; 2024Q4: 42,147 shares; 2025Q1: 42,135 shares; 2025Q2: 40,207 shares; 2025Q3: 30,154 shares; 2025Q4: 6,906 shares 6,906 $563K 0.06% -23,248 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,792 shares; 2024Q4: 18,101 shares; 2025Q1: 17,778 shares; 2025Q2: 17,537 shares; 2025Q3: 15,942 shares; 2025Q4: 8,306 shares 8,306 $556K 0.06% -7,636 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,614 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,421 shares 7,421 $545K 0.06% new Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,602 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,560 shares; 2025Q4: 1,346 shares 1,346 $545K 0.06% -1,214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 4,078 shares 4,078 $544K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,842 shares; 2024Q4: 20,779 shares; 2025Q1: 18,894 shares; 2025Q2: 18,305 shares; 2025Q3: 16,468 shares; 2025Q4: 16,088 shares 16,088 $541K 0.06% -380 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,246 shares; 2025Q3: 6,047 shares; 2025Q4: 5,838 shares 5,838 $540K 0.06% -209 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $537K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,540 shares; 2024Q4: 14,714 shares; 2025Q1: 14,714 shares; 2025Q2: 14,714 shares; 2025Q3: 14,714 shares; 2025Q4: 20,676 shares 20,676 $525K 0.06% +5,962 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 2,124 shares; 2025Q1: 2,042 shares; 2025Q2: 1,880 shares; 2025Q3: 1,761 shares; 2025Q4: 1,488 shares 1,488 $522K 0.06% -273 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,223 shares; 2024Q4: 19,221 shares; 2025Q1: 19,221 shares; 2025Q2: 19,221 shares; 2025Q3: 23,646 shares; 2025Q4: 23,659 shares 23,659 $518K 0.06% +13 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,304 shares; 2024Q4: 8,304 shares; 2025Q1: 8,304 shares; 2025Q2: 8,304 shares; 2025Q3: 10,736 shares; 2025Q4: 10,736 shares 10,736 $516K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,465 shares; 2025Q4: 21,465 shares 21,465 $515K 0.06% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,700 shares; 2025Q1: 5,810 shares; 2025Q2: 5,811 shares; 2025Q3: 6,132 shares; 2025Q4: 6,526 shares 6,526 $514K 0.06% +394 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,088 shares; 2025Q2: 6,295 shares; 2025Q3: 6,345 shares; 2025Q4: 6,141 shares 6,141 $513K 0.06% -204 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,966 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 10,971 shares; 2025Q4: 10,971 shares 10,971 $506K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,154 shares; 2025Q1: 5,433 shares; 2025Q2: 5,154 shares; 2025Q3: 5,154 shares; 2025Q4: 5,054 shares 5,054 $505K 0.06% -100 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares 4,870 $504K 0.06% 0 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,954 shares; 2024Q4: 6,699 shares; 2025Q1: 6,624 shares; 2025Q2: 6,624 shares; 2025Q3: 12,685 shares; 2025Q4: 11,973 shares 11,973 $498K 0.05% -712 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares 2,434 $494K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,116 shares; 2024Q4: 54,116 shares; 2025Q1: 54,116 shares; 2025Q2: 54,116 shares; 2025Q3: 54,116 shares; 2025Q4: 54,116 shares 54,116 $490K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,532 shares; 2024Q4: 4,532 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 5,282 shares; 2025Q4: 9,758 shares 9,758 $488K 0.05% +4,476 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,302 shares; 2024Q4: 17,760 shares; 2025Q1: 16,667 shares; 2025Q2: 16,667 shares; 2025Q3: 16,667 shares; 2025Q4: 16,667 shares 16,667 $487K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,788 shares; 2025Q4: 2,788 shares 2,788 $486K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,615 shares; 2025Q4: 40,615 shares 40,615 $481K 0.05% 0 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 13,220 shares; 2025Q1: 13,220 shares; 2025Q2: 13,220 shares; 2025Q3: 15,065 shares; 2025Q4: 15,065 shares 15,065 $478K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 5,566 shares; 2025Q1: 5,566 shares; 2025Q2: 5,566 shares; 2025Q3: 5,566 shares; 2025Q4: 11,132 shares 11,132 $475K 0.05% +5,566 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,879 shares 4,879 $470K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 848 shares 848 $467K 0.05% +448 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 7,896 shares; 2025Q1: 7,896 shares; 2025Q2: 7,896 shares; 2025Q3: 8,940 shares; 2025Q4: 8,940 shares 8,940 $466K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 10,568 shares; 2025Q1: 10,568 shares; 2025Q2: 10,568 shares; 2025Q3: 14,610 shares; 2025Q4: 14,610 shares 14,610 $465K 0.05% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,767 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,809 shares; 2025Q4: 1,809 shares 1,809 $464K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,315 shares; 2024Q4: 25,313 shares; 2025Q1: 25,313 shares; 2025Q2: 29,220 shares; 2025Q3: 32,770 shares; 2025Q4: 32,770 shares 32,770 $463K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,776 shares; 2024Q4: 19,776 shares; 2025Q1: 19,776 shares; 2025Q2: 19,776 shares; 2025Q3: 24,013 shares; 2025Q4: 24,013 shares 24,013 $455K 0.05% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,547 shares; 2025Q1: 4,208 shares; 2025Q2: 4,425 shares; 2025Q3: 4,949 shares; 2025Q4: 4,672 shares 4,672 $439K 0.05% -277 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,093 shares; 2025Q4: 3,338 shares 3,338 $437K 0.05% +245 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 7,875 shares; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,741 shares; 2025Q4: 1,674 shares 1,674 $434K 0.05% -67 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,767 shares; 2024Q4: 12,604 shares; 2025Q1: 6,012 shares; 2025Q2: 3,605 shares; 2025Q3: 2,350 shares; 2025Q4: 1,833 shares 1,833 $424K 0.05% -517 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,684 shares; 2025Q1: 4,684 shares; 2025Q2: 4,684 shares; 2025Q3: 4,684 shares; 2025Q4: 4,684 shares 4,684 $411K 0.04% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,647 shares; 2025Q1: 2,647 shares; 2025Q2: 2,647 shares; 2025Q3: 2,992 shares; 2025Q4: 2,992 shares 2,992 $409K 0.04% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 8,968 shares; 2025Q1: 8,968 shares; 2025Q2: 8,968 shares; 2025Q3: 11,086 shares; 2025Q4: 11,086 shares 11,086 $408K 0.04% 0 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,334 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 7,334 shares 7,334 $400K 0.04% 0 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 5,384 shares; 2025Q3: 5,384 shares; 2025Q4: 5,384 shares 5,384 $399K 0.04% 0 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,103 shares; 2025Q2: 7,103 shares; 2025Q3: 8,938 shares; 2025Q4: 8,938 shares 8,938 $398K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,552 shares; 2025Q4: 8,552 shares 8,552 $392K 0.04% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,480 shares; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 1,686 shares; 2025Q4: 1,612 shares 1,612 $390K 0.04% -74 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 20,400 shares; 2025Q4: 20,400 shares 20,400 $386K 0.04% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $378K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,704 shares; 2024Q4: 22,125 shares; 2025Q1: 22,125 shares; 2025Q2: 22,125 shares; 2025Q3: 13,345 shares; 2025Q4: 13,345 shares 13,345 $376K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,643 shares; 2025Q4: 4,643 shares 4,643 $367K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,203 shares; 2025Q4: 17,327 shares 17,327 $366K 0.04% +6,124 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,068 shares; 2025Q1: 14,068 shares; 2025Q2: 14,068 shares; 2025Q3: 14,068 shares; 2025Q4: 14,068 shares 14,068 $359K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares; 2025Q4: 13,800 shares 13,800 $353K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 486 shares; 2025Q4: 783 shares 783 $352K 0.04% +297 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,370 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,919 shares; 2025Q4: 2,504 shares 2,504 $348K 0.04% -2,415 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,463 shares; 2024Q4: 14,458 shares; 2025Q1: 14,458 shares; 2025Q2: 14,458 shares; 2025Q3: 16,858 shares; 2025Q4: 16,858 shares 16,858 $342K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,974 shares; 2024Q4: 5,973 shares; 2025Q1: 5,973 shares; 2025Q2: 5,973 shares; 2025Q3: 7,818 shares; 2025Q4: 7,818 shares 7,818 $336K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,270 shares; 2024Q4: 16,744 shares; 2025Q1: 6,695 shares; 2025Q2: 2,450 shares; 2025Q3: 2,153 shares; 2025Q4: 1,459 shares 1,459 $334K 0.04% -694 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,897 shares; 2025Q2: 5,897 shares; 2025Q3: 6,686 shares; 2025Q4: 6,686 shares 6,686 $334K 0.04% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,732 shares; 2024Q4: 24,731 shares; 2025Q1: 24,731 shares; 2025Q2: 24,731 shares; 2025Q3: 24,731 shares; 2025Q4: 24,731 shares 24,731 $328K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,546 shares; 2024Q4: 53,546 shares; 2025Q1: 53,546 shares; 2025Q2: 53,546 shares; 2025Q3: 53,546 shares; 2025Q4: 53,546 shares 53,546 $327K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 13,983 shares; 2025Q1: 13,983 shares; 2025Q2: 13,983 shares; 2025Q3: 13,983 shares; 2025Q4: 13,983 shares 13,983 $327K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,144 shares; 2025Q3: 3,463 shares; 2025Q4: 3,267 shares 3,267 $326K 0.04% -196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares 3,473 $322K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,753 shares; 2025Q3: 6,753 shares; 2025Q4: 6,972 shares 6,972 $318K 0.03% +219 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,696 shares; 2024Q4: 13,696 shares; 2025Q1: 13,696 shares; 2025Q2: 13,696 shares; 2025Q3: 13,696 shares; 2025Q4: 13,696 shares 13,696 $301K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,811 shares; 2025Q2: 13,811 shares; 2025Q3: 15,627 shares; 2025Q4: 15,627 shares 15,627 $300K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,765 shares; 2025Q1: 1,855 shares; 2025Q2: 1,344 shares; 2025Q3: 1,112 shares; 2025Q4: 1,077 shares 1,077 $298K 0.03% -35 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,225 shares; 2024Q4: 9,055 shares; 2025Q1: 8,496 shares; 2025Q2: 5,187 shares; 2025Q3: 2,408 shares; 2025Q4: 1,110 shares 1,110 $298K 0.03% -1,298 Timeline SCUS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,761 shares 11,761 $296K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,445 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 3,333 shares 3,333 $295K 0.03% -112 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,299 shares; 2024Q4: 16,756 shares; 2025Q1: 16,336 shares; 2025Q2: 14,742 shares; 2025Q3: 11,122 shares; 2025Q4: 2,329 shares 2,329 $293K 0.03% -8,793 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,027 shares; 2025Q4: 7,027 shares 7,027 $290K 0.03% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,136 shares; 2025Q3: 11,550 shares; 2025Q4: 13,465 shares 13,465 $288K 0.03% +1,915 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,578 shares; 2024Q4: 10,578 shares; 2025Q1: 10,578 shares; 2025Q2: 10,578 shares; 2025Q3: 10,578 shares; 2025Q4: 10,925 shares 10,925 $288K 0.03% +347 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,108 shares; 2025Q2: 9,108 shares; 2025Q3: 10,270 shares; 2025Q4: 10,270 shares 10,270 $287K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares; 2025Q4: 14,350 shares 14,350 $285K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,769 shares; 2024Q4: 4,769 shares; 2025Q1: 4,769 shares; 2025Q2: 4,769 shares; 2025Q3: 4,769 shares; 2025Q4: 4,769 shares 4,769 $283K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,765 shares; 2025Q1: not reported; 2025Q2: 1,765 shares; 2025Q3: 1,896 shares; 2025Q4: 1,875 shares 1,875 $282K 0.03% -21 Timeline TBPH THERAVANCE BIOPHARMA INC More: the full row for THERAVANCE BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,833 shares 14,833 $278K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,944 shares; 2024Q4: 26,595 shares; 2025Q1: 26,586 shares; 2025Q2: 26,586 shares; 2025Q3: 26,575 shares; 2025Q4: 23,219 shares 23,219 $275K 0.03% -3,356 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,940 shares 5,940 $275K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,230 shares 1,230 $273K 0.03% +37 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,288 shares; 2024Q4: 15,287 shares; 2025Q1: 15,287 shares; 2025Q2: 15,287 shares; 2025Q3: 18,087 shares; 2025Q4: 18,087 shares 18,087 $272K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: not reported; 2025Q1: 7,493 shares; 2025Q2: 7,493 shares; 2025Q3: 7,966 shares; 2025Q4: 7,966 shares 7,966 $265K 0.03% 0 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $262K 0.03% 0 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,836 shares; 2024Q4: 10,346 shares; 2025Q1: 10,707 shares; 2025Q2: 10,707 shares; 2025Q3: 10,733 shares; 2025Q4: 10,729 shares 10,729 $261K 0.03% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,209 shares; 2025Q4: 7,209 shares 7,209 $261K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,605 shares; 2025Q2: 2,605 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares 2,624 $258K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,685 shares; 2025Q2: 4,454 shares; 2025Q3: 4,454 shares; 2025Q4: 4,454 shares 4,454 $254K 0.03% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $252K 0.03% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,430 shares; 2024Q4: 11,731 shares; 2025Q1: 11,264 shares; 2025Q2: 17,166 shares; 2025Q3: 17,911 shares; 2025Q4: 2,453 shares 2,453 $249K 0.03% -15,458 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,044 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares 4,044 $248K 0.03% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,755 shares; 2024Q4: 4,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares 4,690 $243K 0.03% 0 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,454 shares 2,454 $239K 0.03% new Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,819 shares 8,819 $236K 0.03% new Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,260 shares 6,260 $234K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,220 shares; 2025Q4: 7,220 shares 7,220 $233K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 189 shares 189 $230K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 2,566 shares; 2025Q1: 564 shares; 2025Q2: 548 shares; 2025Q3: 529 shares; 2025Q4: 387 shares 387 $224K 0.02% -142 Timeline ELTK ELTEK LTD More: the full row for ELTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,907 shares; 2024Q4: 25,907 shares; 2025Q1: 25,907 shares; 2025Q2: 25,907 shares; 2025Q3: 25,907 shares; 2025Q4: 25,907 shares 25,907 $224K 0.02% 0 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,394 shares 3,394 $212K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 9,150 shares; 2025Q1: 8,525 shares; 2025Q2: 8,525 shares; 2025Q3: 8,525 shares; 2025Q4: 8,525 shares 8,525 $209K 0.02% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,747 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,342 shares 4,342 $209K 0.02% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares 4,950 $204K 0.02% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 641 shares 641 $201K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares 14,600 $183K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,565 shares; 2024Q4: 36,565 shares; 2025Q1: 36,565 shares; 2025Q2: 36,565 shares; 2025Q3: 36,565 shares; 2025Q4: 36,565 shares 36,565 $167K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 12,008 shares; 2025Q1: 12,008 shares; 2025Q2: 12,008 shares; 2025Q3: 12,008 shares; 2025Q4: 12,008 shares 12,008 $159K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 18,300 shares; 2025Q1: 18,300 shares; 2025Q2: 18,300 shares; 2025Q3: 18,300 shares; 2025Q4: 18,300 shares 18,300 $123K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 15,600 shares; 2025Q1: 15,600 shares; 2025Q2: 15,600 shares; 2025Q3: 24,100 shares; 2025Q4: 24,100 shares 24,100 $123K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,579 shares; 2024Q4: 26,579 shares; 2025Q1: 26,579 shares; 2025Q2: 26,579 shares; 2025Q3: 29,079 shares; 2025Q4: 29,079 shares 29,079 $115K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,952 shares; 2024Q4: 35,952 shares; 2025Q1: 35,952 shares; 2025Q2: 35,952 shares; 2025Q3: 35,952 shares; 2025Q4: 35,952 shares 35,952 $111K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,786 shares; 2025Q4: 21,786 shares 21,786 $103K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,386 shares; 2024Q4: 19,386 shares; 2025Q1: 19,386 shares; 2025Q2: 21,186 shares; 2025Q3: 21,186 shares; 2025Q4: 21,186 shares 21,186 $98.5K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,230 shares; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares 10,230 $91.6K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,126 shares; 2025Q3: 12,126 shares; 2025Q4: 12,126 shares 12,126 $84.6K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,402 shares; 2024Q4: 15,402 shares; 2025Q1: 15,402 shares; 2025Q2: 22,402 shares; 2025Q3: 22,402 shares; 2025Q4: 22,402 shares 22,402 $71K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 10,503 shares; 2025Q1: 10,503 shares; 2025Q2: 10,503 shares; 2025Q3: 10,503 shares; 2025Q4: 10,503 shares 10,503 $67.1K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,725 shares; 2024Q4: 29,725 shares; 2025Q1: 29,725 shares; 2025Q2: 29,725 shares; 2025Q3: 29,725 shares; 2025Q4: 29,725 shares 29,725 $62.7K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 19,000 shares; 2025Q3: 32,500 shares; 2025Q4: 32,500 shares 32,500 $54.3K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $52.8K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 11,050 shares 11,050 $49.1K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 52,521 shares; 2025Q3: 52,521 shares; 2025Q4: 52,521 shares 52,521 $43.9K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares 10,575 $43.8K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,921 shares; 2024Q4: 12,921 shares; 2025Q1: 12,921 shares; 2025Q2: 12,921 shares; 2025Q3: 12,921 shares; 2025Q4: 12,921 shares 12,921 $39.4K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares 10,600 $38.5K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,022 shares; 2024Q4: 10,022 shares; 2025Q1: 10,022 shares; 2025Q2: 10,022 shares; 2025Q3: 10,022 shares; 2025Q4: 10,022 shares 10,022 $35.9K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,573 shares; 2025Q3: 12,573 shares; 2025Q4: 12,573 shares 12,573 $34.5K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,499 shares; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares 12,100 $34.2K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,364 shares; 2025Q3: 16,364 shares; 2025Q4: 16,364 shares 16,364 $32.9K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $25.4K <0.01% 0 Timeline