SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219,612 shares; 2024Q4: 9,833,558 shares; 2025Q1: 9,874,084 shares; 2025Q2: 9,481,593 shares; 2025Q3: 9,414,080 shares; 2025Q4: 9,998,509 shares 9,998,509 $269M 20.85% +584,429 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,889 shares; 2024Q4: 667,584 shares; 2025Q1: 679,929 shares; 2025Q2: 659,337 shares; 2025Q3: 656,343 shares; 2025Q4: 1,315,663 shares 1,315,663 $122M 9.49% +659,320 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: 295,630 shares; 2024Q4: 327,225 shares; 2025Q1: 344,207 shares; 2025Q2: 333,891 shares; 2025Q3: 332,544 shares; 2025Q4: 703,413 shares 703,413 $70.3M 5.44% +370,869 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211,892 shares; 2024Q4: 1,237,906 shares; 2025Q1: 1,268,046 shares; 2025Q2: 1,248,672 shares; 2025Q3: 1,240,196 shares; 2025Q4: 1,233,487 shares 1,233,487 $61.8M 4.79% -6,709 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251,597 shares; 2024Q4: 1,298,734 shares; 2025Q1: 1,313,615 shares; 2025Q2: 1,212,510 shares; 2025Q3: 1,207,451 shares; 2025Q4: 1,478,347 shares 1,478,347 $55.3M 4.28% +270,896 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,792 shares; 2024Q4: 838,859 shares; 2025Q1: 867,811 shares; 2025Q2: 874,665 shares; 2025Q3: 867,326 shares; 2025Q4: 884,396 shares 884,396 $51.2M 3.97% +17,070 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: 108,836 shares; 2024Q4: 109,476 shares; 2025Q1: 109,812 shares; 2025Q2: 104,528 shares; 2025Q3: 103,957 shares; 2025Q4: 360,727 shares 360,727 $41.1M 3.18% +256,770 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521,648 shares; 2024Q4: 558,916 shares; 2025Q1: 597,180 shares; 2025Q2: 661,213 shares; 2025Q3: 655,164 shares; 2025Q4: 691,510 shares 691,510 $39.3M 3.04% +36,346 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,109 shares; 2024Q4: 855,516 shares; 2025Q1: 878,265 shares; 2025Q2: 810,340 shares; 2025Q3: 805,116 shares; 2025Q4: 801,112 shares 801,112 $37.5M 2.91% -4,004 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,150 shares; 2024Q4: 173,045 shares; 2025Q1: 170,188 shares; 2025Q2: 157,948 shares; 2025Q3: 157,111 shares; 2025Q4: 139,511 shares 139,511 $29.6M 2.29% -17,600 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: 148,257 shares; 2024Q4: 80,593 shares; 2025Q1: 81,086 shares; 2025Q2: 81,207 shares; 2025Q3: 81,183 shares; 2025Q4: 65,725 shares 65,725 $29.6M 2.29% -15,458 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: 237,649 shares; 2024Q4: 246,126 shares; 2025Q1: 248,966 shares; 2025Q2: 226,372 shares; 2025Q3: 225,538 shares; 2025Q4: 269,270 shares 269,270 $28.9M 2.24% +43,732 Timeline BLV 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: 660,092 shares; 2024Q4: 677,485 shares; 2025Q1: 684,640 shares; 2025Q2: 624,928 shares; 2025Q3: 622,673 shares; 2025Q4: 410,220 shares 410,220 $28.5M 2.21% -212,453 Timeline ISTB 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: 469,408 shares; 2024Q4: 486,104 shares; 2025Q1: 492,346 shares; 2025Q2: 468,079 shares; 2025Q3: 466,169 shares; 2025Q4: 568,963 shares 568,963 $27.7M 2.15% +102,794 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: 224,002 shares; 2024Q4: 235,069 shares; 2025Q1: 228,190 shares; 2025Q2: 210,530 shares; 2025Q3: 209,241 shares; 2025Q4: 507,585 shares 507,585 $27.3M 2.11% +298,344 Timeline EFIV 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: 354,875 shares; 2024Q4: 357,455 shares; 2025Q1: 466,805 shares; 2025Q2: 414,067 shares; 2025Q3: 414,067 shares; 2025Q4: 408,847 shares 408,847 $27M 2.1% -5,220 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,853 shares; 2024Q4: 63,910 shares; 2025Q1: 121,031 shares; 2025Q2: 124,574 shares; 2025Q3: 121,891 shares; 2025Q4: 115,644 shares 115,644 $21.6M 1.67% -6,247 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: 69,309 shares; 2024Q4: 68,323 shares; 2025Q1: 64,898 shares; 2025Q2: 54,089 shares; 2025Q3: 54,806 shares; 2025Q4: 51,682 shares 51,682 $19.3M 1.5% -3,124 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,912 shares; 2024Q4: 195,962 shares; 2025Q1: 191,729 shares; 2025Q2: 176,176 shares; 2025Q3: 175,580 shares; 2025Q4: 153,748 shares 153,748 $14.8M 1.15% -21,832 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: 233,420 shares; 2024Q4: 230,976 shares; 2025Q1: 227,125 shares; 2025Q2: 208,812 shares; 2025Q3: 208,420 shares; 2025Q4: 189,612 shares 189,612 $11.3M 0.88% -18,808 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,484 shares; 2024Q4: 121,134 shares; 2025Q1: 122,217 shares; 2025Q2: 117,757 shares; 2025Q3: 118,205 shares; 2025Q4: 77,560 shares 77,560 $9.56M 0.74% -40,645 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: 20,677 shares; 2024Q4: 20,471 shares; 2025Q1: 21,464 shares; 2025Q2: 20,566 shares; 2025Q3: 20,526 shares; 2025Q4: 16,921 shares 16,921 $8.51M 0.66% -3,605 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: 11,666 shares; 2024Q4: 13,563 shares; 2025Q1: 13,331 shares; 2025Q2: 12,684 shares; 2025Q3: 12,664 shares; 2025Q4: 11,854 shares 11,854 $8.12M 0.63% -810 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,990 shares 68,990 $7.14M 0.55% new Timeline EFV 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: 132,459 shares; 2024Q4: 132,288 shares; 2025Q1: 127,735 shares; 2025Q2: 100,520 shares; 2025Q3: 100,520 shares; 2025Q4: 85,342 shares 85,342 $6.09M 0.47% -15,178 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,921 shares; 2024Q4: 147,162 shares; 2025Q1: 149,192 shares; 2025Q2: 135,265 shares; 2025Q3: 135,265 shares; 2025Q4: 135,070 shares 135,070 $6.03M 0.47% -195 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: 18,011 shares; 2024Q4: 26,503 shares; 2025Q1: 24,852 shares; 2025Q2: 24,320 shares; 2025Q3: 22,933 shares; 2025Q4: 21,245 shares 21,245 $5.78M 0.45% -1,688 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,318 shares; 2024Q4: 37,688 shares; 2025Q1: 37,468 shares; 2025Q2: 35,776 shares; 2025Q3: 35,776 shares; 2025Q4: 29,080 shares 29,080 $5.55M 0.43% -6,696 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,916 shares; 2024Q4: 377,316 shares; 2025Q1: 381,830 shares; 2025Q2: 275,279 shares; 2025Q3: 275,279 shares; 2025Q4: 244,218 shares 244,218 $5.46M 0.42% -31,061 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,610 shares; 2024Q4: 32,547 shares; 2025Q1: 28,959 shares; 2025Q2: 28,391 shares; 2025Q3: 27,192 shares; 2025Q4: 16,854 shares 16,854 $5.29M 0.41% -10,338 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800,000 shares; 2024Q4: 2,000,000 shares; 2025Q1: 3,000,000 shares; 2025Q2: 3,300,000 shares; 2025Q3: 3,300,000 shares; 2025Q4: 2,600,000 shares 2,600,000 $4.86M 0.38% -700,000 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: 5,004 shares; 2024Q4: 11,256 shares; 2025Q1: 15,400 shares; 2025Q2: 15,028 shares; 2025Q3: 14,509 shares; 2025Q4: 9,336 shares 9,336 $4.51M 0.35% -5,173 Timeline MDYV 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: 66,684 shares; 2024Q4: 66,202 shares; 2025Q1: 65,292 shares; 2025Q2: 56,969 shares; 2025Q3: 56,977 shares; 2025Q4: 50,980 shares 50,980 $4.32M 0.33% -5,997 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,350 shares; 2024Q4: 62,350 shares; 2025Q1: 62,350 shares; 2025Q2: 57,700 shares; 2025Q3: 57,700 shares; 2025Q4: 57,700 shares 57,700 $4.13M 0.32% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,451 shares; 2024Q4: 28,857 shares; 2025Q1: 25,890 shares; 2025Q2: 28,026 shares; 2025Q3: 27,047 shares; 2025Q4: 17,520 shares 17,520 $4.04M 0.31% -9,527 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,427 shares; 2024Q4: 55,278 shares; 2025Q1: 55,011 shares; 2025Q2: 46,708 shares; 2025Q3: 46,872 shares; 2025Q4: 43,640 shares 43,640 $4.03M 0.31% -3,232 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,217 shares; 2024Q4: 23,579 shares; 2025Q1: 23,532 shares; 2025Q2: 23,250 shares; 2025Q3: 23,250 shares; 2025Q4: 18,357 shares 18,357 $3.52M 0.27% -4,893 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: 14,519 shares; 2024Q4: 13,966 shares; 2025Q1: 14,169 shares; 2025Q2: 11,602 shares; 2025Q3: 11,602 shares; 2025Q4: 22,999 shares 22,999 $3.31M 0.26% +11,397 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: 4,866 shares; 2024Q4: not reported; 2025Q1: 5,355 shares; 2025Q2: 6,628 shares; 2025Q3: 6,578 shares; 2025Q4: 4,596 shares 4,596 $3.13M 0.24% -1,982 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,755 shares; 2025Q3: 31,435 shares; 2025Q4: 29,075 shares 29,075 $2.98M 0.23% -2,360 Timeline ESGE 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: 75,489 shares; 2024Q4: 75,225 shares; 2025Q1: 75,698 shares; 2025Q2: 61,391 shares; 2025Q3: 61,391 shares; 2025Q4: 60,945 shares 60,945 $2.69M 0.21% -446 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,511 shares; 2024Q4: 349,811 shares; 2025Q1: 303,801 shares; 2025Q2: 281,644 shares; 2025Q3: 281,644 shares; 2025Q4: 255,814 shares 255,814 $2.66M 0.21% -25,830 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,144 shares; 2025Q2: 9,909 shares; 2025Q3: 9,895 shares; 2025Q4: 7,528 shares 7,528 $2.56M 0.2% -2,367 Timeline CGW 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: 59,339 shares; 2024Q4: 58,517 shares; 2025Q1: 55,292 shares; 2025Q2: 39,541 shares; 2025Q3: 39,541 shares; 2025Q4: 39,252 shares 39,252 $2.47M 0.19% -289 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,386 shares; 2024Q4: 67,969 shares; 2025Q1: 68,196 shares; 2025Q2: 65,736 shares; 2025Q3: 65,667 shares; 2025Q4: 48,981 shares 48,981 $2.4M 0.19% -16,686 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: 7,517 shares; 2024Q4: not reported; 2025Q1: 7,582 shares; 2025Q2: 7,410 shares; 2025Q3: 7,410 shares; 2025Q4: 7,276 shares 7,276 $2.24M 0.17% -134 Timeline SCHH 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: 105,742 shares; 2024Q4: 105,749 shares; 2025Q1: 105,751 shares; 2025Q2: 105,540 shares; 2025Q3: 105,540 shares; 2025Q4: 105,540 shares 105,540 $2.21M 0.17% 0 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,397 shares; 2025Q1: 42,397 shares; 2025Q2: 42,397 shares; 2025Q3: 42,397 shares; 2025Q4: 42,397 shares 42,397 $2.18M 0.17% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 30,009 shares 30,009 $2.15M 0.17% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,283 shares; 2025Q1: 43,463 shares; 2025Q2: 42,819 shares; 2025Q3: 42,786 shares; 2025Q4: 21,677 shares 21,677 $2.14M 0.17% -21,109 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: 3,873 shares; 2024Q4: not reported; 2025Q1: 5,022 shares; 2025Q2: 6,094 shares; 2025Q3: 5,815 shares; 2025Q4: 3,099 shares 3,099 $2.05M 0.16% -2,716 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,810 shares; 2024Q4: 27,046 shares; 2025Q1: 40,363 shares; 2025Q2: 40,667 shares; 2025Q3: 40,610 shares; 2025Q4: 31,704 shares 31,704 $2M 0.16% -8,906 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,793 shares; 2024Q4: 24,590 shares; 2025Q1: 23,831 shares; 2025Q2: 22,651 shares; 2025Q3: 22,560 shares; 2025Q4: 17,465 shares 17,465 $1.99M 0.15% -5,095 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,407 shares; 2025Q2: 24,432 shares; 2025Q3: 24,398 shares; 2025Q4: 18,714 shares 18,714 $1.96M 0.15% -5,684 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: 5,140 shares; 2024Q4: not reported; 2025Q1: 5,788 shares; 2025Q2: 4,901 shares; 2025Q3: 4,349 shares; 2025Q4: 3,158 shares 3,158 $1.94M 0.15% -1,191 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: 10,749 shares; 2024Q4: 18,541 shares; 2025Q1: 15,712 shares; 2025Q2: 15,872 shares; 2025Q3: 15,571 shares; 2025Q4: 5,457 shares 5,457 $1.89M 0.15% -10,114 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,740 shares; 2024Q4: 37,602 shares; 2025Q1: 38,549 shares; 2025Q2: 37,141 shares; 2025Q3: 37,096 shares; 2025Q4: 28,887 shares 28,887 $1.85M 0.14% -8,209 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 19,864 shares; 2025Q1: 20,172 shares; 2025Q2: 20,173 shares; 2025Q3: 20,173 shares; 2025Q4: 10,310 shares 10,310 $1.83M 0.14% -9,863 Timeline CATH 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: 38,298 shares; 2024Q4: 36,086 shares; 2025Q1: 36,086 shares; 2025Q2: 26,017 shares; 2025Q3: 26,017 shares; 2025Q4: 22,041 shares 22,041 $1.81M 0.14% -3,976 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,198 shares; 2024Q4: 25,905 shares; 2025Q1: 25,584 shares; 2025Q2: 21,447 shares; 2025Q3: 21,543 shares; 2025Q4: 18,709 shares 18,709 $1.76M 0.14% -2,834 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,693 shares; 2025Q1: 79,589 shares; 2025Q2: 77,878 shares; 2025Q3: 77,785 shares; 2025Q4: 59,235 shares 59,235 $1.75M 0.14% -18,550 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,986 shares; 2024Q4: 70,454 shares; 2025Q1: 63,261 shares; 2025Q2: 62,242 shares; 2025Q3: 62,159 shares; 2025Q4: 29,755 shares 29,755 $1.74M 0.13% -32,404 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,826 shares; 2024Q4: 64,332 shares; 2025Q1: 66,352 shares; 2025Q2: 66,170 shares; 2025Q3: 66,101 shares; 2025Q4: 51,461 shares 51,461 $1.71M 0.13% -14,640 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: 35,568 shares; 2024Q4: 71,745 shares; 2025Q1: 69,264 shares; 2025Q2: 65,457 shares; 2025Q3: 67,731 shares; 2025Q4: 68,501 shares 68,501 $1.65M 0.13% +770 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,846 shares; 2025Q1: 32,824 shares; 2025Q2: 31,711 shares; 2025Q3: 31,672 shares; 2025Q4: 24,462 shares 24,462 $1.64M 0.13% -7,210 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,309 shares; 2024Q4: not reported; 2025Q1: 6,076 shares; 2025Q2: 8,021 shares; 2025Q3: 8,021 shares; 2025Q4: 4,808 shares 4,808 $1.61M 0.12% -3,213 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: 4,716 shares; 2024Q4: not reported; 2025Q1: 5,240 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,114 shares 5,114 $1.6M 0.12% -286 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,222 shares; 2025Q2: 24,643 shares; 2025Q3: 24,615 shares; 2025Q4: 19,222 shares 19,222 $1.59M 0.12% -5,393 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,972 shares; 2024Q4: 19,643 shares; 2025Q1: 15,146 shares; 2025Q2: 14,532 shares; 2025Q3: 14,509 shares; 2025Q4: 11,266 shares 11,266 $1.59M 0.12% -3,243 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,250 shares; 2025Q1: 60,237 shares; 2025Q2: 58,145 shares; 2025Q3: 54,877 shares; 2025Q4: 41,744 shares 41,744 $1.53M 0.12% -13,133 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: not reported; 2025Q1: 8,902 shares; 2025Q2: 8,697 shares; 2025Q3: 8,686 shares; 2025Q4: 6,675 shares 6,675 $1.49M 0.12% -2,011 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,979 shares; 2025Q2: 8,843 shares; 2025Q3: 8,832 shares; 2025Q4: 6,847 shares 6,847 $1.49M 0.12% -1,985 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,912 shares; 2024Q4: 17,158 shares; 2025Q1: 17,158 shares; 2025Q2: 16,157 shares; 2025Q3: 16,157 shares; 2025Q4: 14,111 shares 14,111 $1.48M 0.11% -2,046 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,433 shares; 2024Q4: 130,470 shares; 2025Q1: 98,909 shares; 2025Q2: 98,054 shares; 2025Q3: 97,951 shares; 2025Q4: 79,645 shares 79,645 $1.44M 0.11% -18,306 Timeline QVMT 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: 31,876 shares; 2024Q4: 31,072 shares; 2025Q1: 29,379 shares; 2025Q2: 26,017 shares; 2025Q3: 26,386 shares; 2025Q4: 24,674 shares 24,674 $1.41M 0.11% -1,712 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: not reported; 2025Q1: 7,258 shares; 2025Q2: 19,065 shares; 2025Q3: 19,065 shares; 2025Q4: 12,766 shares 12,766 $1.36M 0.11% -6,299 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,639 shares; 2024Q4: not reported; 2025Q1: 4,640 shares; 2025Q2: 4,606 shares; 2025Q3: 4,606 shares; 2025Q4: 4,606 shares 4,606 $1.35M 0.1% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 13,159 shares; 2025Q2: 12,884 shares; 2025Q3: 12,874 shares; 2025Q4: 9,842 shares 9,842 $1.31M 0.1% -3,032 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,271 shares; 2024Q4: 100,606 shares; 2025Q1: 307,348 shares; 2025Q2: 304,047 shares; 2025Q3: 303,742 shares; 2025Q4: 231,342 shares 231,342 $1.23M 0.09% -72,400 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: 9,039 shares; 2024Q4: not reported; 2025Q1: 9,782 shares; 2025Q2: 8,244 shares; 2025Q3: 8,604 shares; 2025Q4: 8,502 shares 8,502 $1.18M 0.09% -102 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: not reported; 2025Q1: 8,532 shares; 2025Q2: 7,932 shares; 2025Q3: 7,932 shares; 2025Q4: 6,916 shares 6,916 $1.17M 0.09% -1,016 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: not reported; 2025Q1: 1,848 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,788 shares 1,788 $1.17M 0.09% -22 Timeline XSOE 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: 48,810 shares; 2024Q4: 49,203 shares; 2025Q1: 49,383 shares; 2025Q2: 47,864 shares; 2025Q3: 47,864 shares; 2025Q4: 29,483 shares 29,483 $1.15M 0.09% -18,381 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,017 shares; 2024Q4: not reported; 2025Q1: 7,333 shares; 2025Q2: 7,233 shares; 2025Q3: 7,233 shares; 2025Q4: 1,822 shares 1,822 $1.14M 0.09% -5,411 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 12,048 shares; 2025Q1: 8,717 shares; 2025Q2: 13,489 shares; 2025Q3: 13,489 shares; 2025Q4: 12,768 shares 12,768 $1.14M 0.09% -721 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: not reported; 2025Q1: 8,382 shares; 2025Q2: 8,256 shares; 2025Q3: 8,256 shares; 2025Q4: 7,967 shares 7,967 $1.12M 0.09% -289 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: 5,434 shares; 2024Q4: not reported; 2025Q1: 6,817 shares; 2025Q2: 6,565 shares; 2025Q3: 6,565 shares; 2025Q4: 5,310 shares 5,310 $1.1M 0.09% -1,255 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,798 shares 1,798 $1.08M 0.08% -112 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: not reported; 2025Q1: 8,021 shares; 2025Q2: 8,015 shares; 2025Q3: 8,015 shares; 2025Q4: 8,015 shares 8,015 $1.08M 0.08% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,863 shares; 2024Q4: 65,556 shares; 2025Q1: 70,584 shares; 2025Q2: 68,409 shares; 2025Q3: 68,341 shares; 2025Q4: 36,020 shares 36,020 $1.08M 0.08% -32,321 Timeline VO 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: 4,262 shares; 2024Q4: not reported; 2025Q1: 4,569 shares; 2025Q2: 4,091 shares; 2025Q3: 4,078 shares; 2025Q4: 3,689 shares 3,689 $1.07M 0.08% -389 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS 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: 6,148 shares; 2025Q2: 6,060 shares; 2025Q3: 6,051 shares; 2025Q4: 3,488 shares 3,488 $1.06M 0.08% -2,563 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: 6,827 shares; 2024Q4: not reported; 2025Q1: 7,643 shares; 2025Q2: 7,668 shares; 2025Q3: 7,668 shares; 2025Q4: 7,318 shares 7,318 $1.05M 0.08% -350 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: 2,006 shares; 2024Q4: not reported; 2025Q1: 2,014 shares; 2025Q2: 2,015 shares; 2025Q3: 2,001 shares; 2025Q4: 11,146 shares 11,146 $1.04M 0.08% +9,145 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,374 shares; 2025Q1: 84,880 shares; 2025Q2: 83,098 shares; 2025Q3: 82,978 shares; 2025Q4: 53,131 shares 53,131 $1.04M 0.08% -29,847 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,211 shares; 2024Q4: 186,239 shares; 2025Q1: 311,209 shares; 2025Q2: 304,573 shares; 2025Q3: 304,118 shares; 2025Q4: 231,449 shares 231,449 $1.01M 0.08% -72,669 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,180 shares; 2024Q4: 47,997 shares; 2025Q1: 48,717 shares; 2025Q2: 43,999 shares; 2025Q3: 43,999 shares; 2025Q4: 50,156 shares 50,156 $982K 0.08% +6,157 Timeline REVG REV GROUP INC More: the full row for REV 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: 19,392 shares; 2025Q2: 17,900 shares; 2025Q3: 17,900 shares; 2025Q4: 15,736 shares 15,736 $957K 0.07% -2,164 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,531 shares; 2025Q1: 31,756 shares; 2025Q2: 31,403 shares; 2025Q3: 31,368 shares; 2025Q4: 24,305 shares 24,305 $939K 0.07% -7,063 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,381 shares; 2024Q4: 80,401 shares; 2025Q1: 83,970 shares; 2025Q2: 78,946 shares; 2025Q3: 78,868 shares; 2025Q4: 37,150 shares 37,150 $925K 0.07% -41,718 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS 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: 36,874 shares; 2025Q2: 34,524 shares; 2025Q3: 34,524 shares; 2025Q4: 30,262 shares 30,262 $878K 0.07% -4,262 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: not reported; 2024Q4: not reported; 2025Q1: 2,011 shares; 2025Q2: 1,972 shares; 2025Q3: 1,969 shares; 2025Q4: 1,510 shares 1,510 $861K 0.07% -459 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,343 shares; 2024Q4: 41,926 shares; 2025Q1: 44,241 shares; 2025Q2: 42,429 shares; 2025Q3: 42,405 shares; 2025Q4: 13,468 shares 13,468 $858K 0.07% -28,937 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,011 shares; 2024Q4: 19,924 shares; 2025Q1: 20,378 shares; 2025Q2: 19,841 shares; 2025Q3: 19,818 shares; 2025Q4: 9,518 shares 9,518 $856K 0.07% -10,300 Timeline HCI HCI GROUP INC More: the full row for HCI 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: 5,341 shares; 2025Q2: 5,016 shares; 2025Q3: 5,016 shares; 2025Q4: 4,414 shares 4,414 $846K 0.07% -602 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,616 shares; 2024Q4: 37,769 shares; 2025Q1: 38,407 shares; 2025Q2: 33,989 shares; 2025Q3: 33,989 shares; 2025Q4: 39,674 shares 39,674 $817K 0.06% +5,685 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,689 shares; 2025Q1: 43,463 shares; 2025Q2: 42,756 shares; 2025Q3: 42,693 shares; 2025Q4: 33,316 shares 33,316 $815K 0.06% -9,377 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,979 shares; 2024Q4: 39,166 shares; 2025Q1: 39,860 shares; 2025Q2: 35,068 shares; 2025Q3: 35,068 shares; 2025Q4: 41,043 shares 41,043 $810K 0.06% +5,975 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: 5,700 shares; 2024Q4: not reported; 2025Q1: 8,051 shares; 2025Q2: 8,040 shares; 2025Q3: 8,565 shares; 2025Q4: 8,430 shares 8,430 $809K 0.06% -135 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: 20,186 shares; 2024Q4: 21,370 shares; 2025Q1: 16,152 shares; 2025Q2: 14,907 shares; 2025Q3: 14,907 shares; 2025Q4: 13,084 shares 13,084 $802K 0.06% -1,823 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: 15,197 shares; 2025Q2: 13,988 shares; 2025Q3: 13,988 shares; 2025Q4: 24,589 shares 24,589 $795K 0.06% +10,601 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,351 shares; 2025Q1: 65,446 shares; 2025Q2: 64,138 shares; 2025Q3: 64,063 shares; 2025Q4: 32,608 shares 32,608 $791K 0.06% -31,455 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,010 shares; 2025Q1: 27,632 shares; 2025Q2: 26,816 shares; 2025Q3: 26,786 shares; 2025Q4: 20,543 shares 20,543 $788K 0.06% -6,243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,290 shares 7,290 $778K 0.06% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,514 shares; 2025Q3: 27,514 shares; 2025Q4: 32,535 shares 32,535 $770K 0.06% +5,021 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: not reported; 2025Q1: 1,148 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,014 shares 1,014 $764K 0.06% -132 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,186 shares; 2025Q1: 10,798 shares; 2025Q2: 31,181 shares; 2025Q3: 31,181 shares; 2025Q4: 31,256 shares 31,256 $739K 0.06% +75 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,255 shares; 2024Q4: 24,686 shares; 2025Q1: 24,686 shares; 2025Q2: 22,123 shares; 2025Q3: 22,123 shares; 2025Q4: 18,988 shares 18,988 $733K 0.06% -3,135 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,887 shares; 2025Q2: 16,849 shares; 2025Q3: 16,829 shares; 2025Q4: 7,252 shares 7,252 $719K 0.06% -9,577 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,318 shares; 2025Q2: 23,739 shares; 2025Q3: 23,709 shares; 2025Q4: 18,592 shares 18,592 $714K 0.06% -5,117 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,517 shares; 2024Q4: 16,110 shares; 2025Q1: 23,717 shares; 2025Q2: 23,203 shares; 2025Q3: 23,174 shares; 2025Q4: 10,564 shares 10,564 $712K 0.06% -12,610 Timeline SB SAFE BULKERS INC More: the full row for SAFE BULKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,700 shares; 2025Q1: 179,664 shares; 2025Q2: 167,423 shares; 2025Q3: 167,423 shares; 2025Q4: 146,934 shares 146,934 $708K 0.05% -20,489 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 9,724 shares; 2025Q2: 9,500 shares; 2025Q3: 9,489 shares; 2025Q4: 4,396 shares 4,396 $701K 0.05% -5,093 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,031 shares; 2024Q4: 52,411 shares; 2025Q1: 54,180 shares; 2025Q2: 52,692 shares; 2025Q3: 52,634 shares; 2025Q4: 24,961 shares 24,961 $696K 0.05% -27,673 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: 778 shares; 2024Q4: not reported; 2025Q1: 1,473 shares; 2025Q2: 1,469 shares; 2025Q3: 1,413 shares; 2025Q4: 1,214 shares 1,214 $695K 0.05% -199 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: 3,445 shares; 2024Q4: not reported; 2025Q1: 9,694 shares; 2025Q2: 9,645 shares; 2025Q3: 9,645 shares; 2025Q4: 2,277 shares 2,277 $692K 0.05% -7,368 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: 4,114 shares; 2024Q4: not reported; 2025Q1: 9,736 shares; 2025Q2: 8,547 shares; 2025Q3: 8,547 shares; 2025Q4: 8,549 shares 8,549 $686K 0.05% +2 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: 23,056 shares; 2024Q4: 23,466 shares; 2025Q1: 24,047 shares; 2025Q2: 24,382 shares; 2025Q3: 24,382 shares; 2025Q4: 29,656 shares 29,656 $678K 0.05% +5,274 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,178 shares; 2025Q3: 30,178 shares; 2025Q4: 30,178 shares 30,178 $665K 0.05% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,555 shares; 2025Q3: 28,555 shares; 2025Q4: 28,555 shares 28,555 $661K 0.05% 0 Timeline PANL PANGAEA LOGISTICS SOLUTION L More: the full row for PANGAEA LOGISTICS SOLUTION L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,516 shares; 2025Q1: 116,029 shares; 2025Q2: 108,199 shares; 2025Q3: 108,199 shares; 2025Q4: 95,860 shares 95,860 $660K 0.05% -12,339 Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS 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: 27,392 shares; 2025Q2: 25,449 shares; 2025Q3: 25,449 shares; 2025Q4: 22,487 shares 22,487 $660K 0.05% -2,962 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,984 shares; 2025Q3: 27,984 shares; 2025Q4: 27,984 shares 27,984 $658K 0.05% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,793 shares; 2025Q2: 18,334 shares; 2025Q3: 18,311 shares; 2025Q4: 8,436 shares 8,436 $653K 0.05% -9,875 Timeline IBTI 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: 17,400 shares; 2025Q1: 22,829 shares; 2025Q2: 22,903 shares; 2025Q3: 22,903 shares; 2025Q4: 28,767 shares 28,767 $643K 0.05% +5,864 Timeline IBTH 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: 21,785 shares; 2024Q4: 22,447 shares; 2025Q1: 23,010 shares; 2025Q2: 23,218 shares; 2025Q3: 23,218 shares; 2025Q4: 28,567 shares 28,567 $642K 0.05% +5,349 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: 2,318 shares; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares; 2025Q4: 2,132 shares 2,132 $632K 0.05% -201 Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,321 shares; 2025Q1: 86,058 shares; 2025Q2: 79,234 shares; 2025Q3: 79,234 shares; 2025Q4: 69,969 shares 69,969 $632K 0.05% -9,265 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: not reported; 2025Q1: 3,734 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 1,914 shares 1,914 $617K 0.05% -1,713 Timeline SD SANDRIDGE ENERGY INC More: the full row for SANDRIDGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,045 shares; 2024Q4: 43,838 shares; 2025Q1: 50,612 shares; 2025Q2: 47,425 shares; 2025Q3: 47,425 shares; 2025Q4: 42,596 shares 42,596 $615K 0.05% -4,829 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,669 shares; 2025Q2: 32,306 shares; 2025Q3: 32,259 shares; 2025Q4: 14,653 shares 14,653 $614K 0.05% -17,606 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,258 shares; 2025Q2: 11,042 shares; 2025Q3: 11,017 shares; 2025Q4: 9,171 shares 9,171 $605K 0.05% -1,846 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: not reported; 2025Q1: 6,878 shares; 2025Q2: 6,929 shares; 2025Q3: 6,929 shares; 2025Q4: 6,900 shares 6,900 $602K 0.05% -29 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,870 shares; 2024Q4: 34,168 shares; 2025Q1: 32,512 shares; 2025Q2: 42,197 shares; 2025Q3: 42,197 shares; 2025Q4: 11,447 shares 11,447 $600K 0.05% -30,750 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,732 shares; 2025Q2: 14,437 shares; 2025Q3: 14,437 shares; 2025Q4: 12,762 shares 12,762 $600K 0.05% -1,675 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 4,065 shares; 2025Q3: 4,065 shares; 2025Q4: 2,614 shares 2,614 $591K 0.05% -1,451 Timeline DHIL DIAMOND HILL INVT GROUP INC More: the full row for DIAMOND HILL INVT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: not reported; 2025Q1: 4,231 shares; 2025Q2: 3,927 shares; 2025Q3: 3,927 shares; 2025Q4: 3,484 shares 3,484 $591K 0.05% -443 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,881 shares; 2025Q1: 74,080 shares; 2025Q2: 72,597 shares; 2025Q3: 72,498 shares; 2025Q4: 56,278 shares 56,278 $589K 0.05% -16,220 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,758 shares 22,758 $579K 0.04% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,726 shares; 2024Q4: 13,363 shares; 2025Q1: 14,343 shares; 2025Q2: 14,058 shares; 2025Q3: 12,484 shares; 2025Q4: 10,450 shares 10,450 $575K 0.04% -2,034 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,071 shares; 2024Q4: 29,287 shares; 2025Q1: 23,856 shares; 2025Q2: 22,042 shares; 2025Q3: 22,042 shares; 2025Q4: 19,487 shares 19,487 $572K 0.04% -2,555 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,959 shares; 2024Q4: 15,959 shares; 2025Q1: 14,470 shares; 2025Q2: 14,091 shares; 2025Q3: 15,518 shares; 2025Q4: 14,617 shares 14,617 $561K 0.04% -901 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,373 shares; 2025Q3: 21,373 shares; 2025Q4: 21,373 shares 21,373 $553K 0.04% 0 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,510 shares; 2025Q3: 22,510 shares; 2025Q4: 22,510 shares 22,510 $553K 0.04% 0 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,048 shares; 2025Q3: 26,048 shares; 2025Q4: 26,048 shares 26,048 $551K 0.04% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: not reported; 2025Q1: 1,503 shares; 2025Q2: 1,500 shares; 2025Q3: 1,470 shares; 2025Q4: 1,488 shares 1,488 $550K 0.04% +18 Timeline VPL 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: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 6,082 shares 6,082 $550K 0.04% +1,700 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: not reported; 2025Q1: 8,401 shares; 2025Q2: 8,405 shares; 2025Q3: 8,405 shares; 2025Q4: 6,301 shares 6,301 $549K 0.04% -2,104 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,854 shares; 2025Q3: 21,854 shares; 2025Q4: 21,854 shares 21,854 $549K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,467 shares; 2024Q4: 38,249 shares; 2025Q1: 18,811 shares; 2025Q2: 18,167 shares; 2025Q3: 18,167 shares; 2025Q4: 4,465 shares 4,465 $548K 0.04% -13,702 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: 4,222 shares; 2024Q4: not reported; 2025Q1: 7,462 shares; 2025Q2: 7,524 shares; 2025Q3: 7,524 shares; 2025Q4: 6,969 shares 6,969 $537K 0.04% -555 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: 24,219 shares; 2024Q4: 19,722 shares; 2025Q1: 2,990 shares; 2025Q2: 2,576 shares; 2025Q3: 2,057 shares; 2025Q4: 2,883 shares 2,883 $529K 0.04% +826 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,566 shares; 2024Q4: 20,195 shares; 2025Q1: 20,195 shares; 2025Q2: 16,307 shares; 2025Q3: 16,307 shares; 2025Q4: 14,446 shares 14,446 $527K 0.04% -1,861 Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,015 shares; 2025Q2: 35,705 shares; 2025Q3: 35,705 shares; 2025Q4: 31,897 shares 31,897 $525K 0.04% -3,808 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: 497 shares; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 487 shares 487 $524K 0.04% -11 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: 2,566 shares; 2024Q4: not reported; 2025Q1: 2,980 shares; 2025Q2: 2,913 shares; 2025Q3: 2,913 shares; 2025Q4: 2,249 shares 2,249 $514K 0.04% -664 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,877 shares; 2025Q1: 70,191 shares; 2025Q2: 68,943 shares; 2025Q3: 68,851 shares; 2025Q4: 31,930 shares 31,930 $503K 0.04% -36,921 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,242 shares; 2024Q4: not reported; 2025Q1: 9,228 shares; 2025Q2: 8,875 shares; 2025Q3: 8,172 shares; 2025Q4: 7,124 shares 7,124 $498K 0.04% -1,048 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: not reported; 2025Q1: 2,287 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 1,021 shares 1,021 $491K 0.04% -1,150 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: not reported; 2025Q1: 4,240 shares; 2025Q2: 4,238 shares; 2025Q3: 4,238 shares; 2025Q4: 4,238 shares 4,238 $481K 0.04% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,304 shares; 2024Q4: 18,540 shares; 2025Q1: 16,838 shares; 2025Q2: 16,826 shares; 2025Q3: 16,826 shares; 2025Q4: 16,649 shares 16,649 $474K 0.04% -177 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: 6,097 shares; 2024Q4: not reported; 2025Q1: 8,793 shares; 2025Q2: 7,317 shares; 2025Q3: 4,755 shares; 2025Q4: 3,890 shares 3,890 $468K 0.04% -865 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,884 shares; 2024Q4: 28,719 shares; 2025Q1: 7,968 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares; 2025Q4: 5,812 shares 5,812 $461K 0.04% -1,608 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,107 shares; 2024Q4: 17,229 shares; 2025Q1: 17,835 shares; 2025Q2: 16,687 shares; 2025Q3: 16,687 shares; 2025Q4: 19,431 shares 19,431 $454K 0.04% +2,744 Timeline ASC ARDMORE SHIPPING CORP More: the full row for ARDMORE SHIPPING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,012 shares; 2024Q4: 41,728 shares; 2025Q1: 51,174 shares; 2025Q2: 48,033 shares; 2025Q3: 48,033 shares; 2025Q4: 42,652 shares 42,652 $452K 0.04% -5,381 Timeline REPX RILEY EXPLORATION PERMIAN IN More: the full row for RILEY EXPLORATION PERMIAN IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,326 shares; 2024Q4: 20,459 shares; 2025Q1: 19,640 shares; 2025Q2: 18,205 shares; 2025Q3: 18,205 shares; 2025Q4: 16,647 shares 16,647 $439K 0.03% -1,558 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: 2,003 shares; 2024Q4: not reported; 2025Q1: 2,940 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,871 shares 2,871 $438K 0.03% -9 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: not reported; 2025Q1: 2,343 shares; 2025Q2: 2,331 shares; 2025Q3: 2,130 shares; 2025Q4: 1,652 shares 1,652 $438K 0.03% -478 Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT 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: 20,175 shares; 2025Q2: 18,603 shares; 2025Q3: 18,603 shares; 2025Q4: 16,111 shares 16,111 $438K 0.03% -2,492 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,145 shares; 2025Q1: 140,727 shares; 2025Q2: 130,722 shares; 2025Q3: 130,722 shares; 2025Q4: 117,223 shares 117,223 $427K 0.03% -13,499 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: 5,039 shares; 2024Q4: not reported; 2025Q1: 5,944 shares; 2025Q2: 5,634 shares; 2025Q3: 5,502 shares; 2025Q4: 3,818 shares 3,818 $425K 0.03% -1,684 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING 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: 26,075 shares; 2025Q2: 24,277 shares; 2025Q3: 24,277 shares; 2025Q4: 21,418 shares 21,418 $418K 0.03% -2,859 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: 913 shares; 2024Q4: not reported; 2025Q1: 1,356 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,361 shares 1,361 $416K 0.03% -6 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: not reported; 2025Q1: 2,186 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 2,220 shares 2,220 $409K 0.03% +277 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,394 shares; 2025Q1: 16,899 shares; 2025Q2: 15,643 shares; 2025Q3: 15,643 shares; 2025Q4: 18,512 shares 18,512 $407K 0.03% +2,869 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,790 shares; 2024Q4: 15,931 shares; 2025Q1: 16,414 shares; 2025Q2: 15,158 shares; 2025Q3: 15,158 shares; 2025Q4: 17,954 shares 17,954 $406K 0.03% +2,796 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC 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: not reported; 2025Q4: 39,671 shares 39,671 $401K 0.03% new Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,362 shares; 2025Q1: 73,092 shares; 2025Q2: 67,938 shares; 2025Q3: 67,938 shares; 2025Q4: 58,014 shares 58,014 $393K 0.03% -9,924 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: 16,548 shares; 2024Q4: 18,951 shares; 2025Q1: 23,205 shares; 2025Q2: 21,424 shares; 2025Q3: 21,424 shares; 2025Q4: 19,005 shares 19,005 $385K 0.03% -2,419 Timeline EML EASTERN CO More: the full row for EASTERN 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: 23,337 shares; 2025Q2: 21,684 shares; 2025Q3: 21,684 shares; 2025Q4: 19,327 shares 19,327 $381K 0.03% -2,357 Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: not reported; 2025Q1: 4,722 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares; 2025Q4: 3,861 shares 3,861 $377K 0.03% -492 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,636 shares; 2025Q3: 4,636 shares; 2025Q4: 5,526 shares 5,526 $371K 0.03% +890 Timeline IJR 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: 3,935 shares; 2025Q2: 3,492 shares; 2025Q3: 3,485 shares; 2025Q4: 3,016 shares 3,016 $362K 0.03% -469 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: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,047 shares 1,047 $360K 0.03% -58 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: not reported; 2025Q1: 2,513 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 1,399 shares 1,399 $358K 0.03% -1,029 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,592 shares; 2024Q4: 17,759 shares; 2025Q1: 5,910 shares; 2025Q2: 5,434 shares; 2025Q3: 5,434 shares; 2025Q4: 3,714 shares 3,714 $357K 0.03% -1,720 Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER 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: 53,220 shares; 2025Q2: 48,944 shares; 2025Q3: 48,944 shares; 2025Q4: 43,581 shares 43,581 $356K 0.03% -5,363 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,997 shares; 2025Q2: 1,996 shares; 2025Q3: 1,996 shares; 2025Q4: 1,996 shares 1,996 $354K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: not reported; 2025Q1: 4,684 shares; 2025Q2: 4,689 shares; 2025Q3: 4,689 shares; 2025Q4: 3,349 shares 3,349 $353K 0.03% -1,340 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,131 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,366 shares 1,366 $352K 0.03% +1 Timeline AXR AMREP CORP More: the full row for AMREP 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: 21,633 shares; 2025Q2: 20,626 shares; 2025Q3: 20,626 shares; 2025Q4: 18,652 shares 18,652 $351K 0.03% -1,974 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,160 shares; 2024Q4: 58,962 shares; 2025Q1: 20,620 shares; 2025Q2: 18,946 shares; 2025Q3: 18,614 shares; 2025Q4: 8,558 shares 8,558 $349K 0.03% -10,056 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,404 shares; 2024Q4: 15,549 shares; 2025Q1: 15,714 shares; 2025Q2: 14,348 shares; 2025Q3: 14,348 shares; 2025Q4: 14,659 shares 14,659 $347K 0.03% +311 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: 2,500 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,045 shares; 2025Q3: 10,045 shares; 2025Q4: 10,585 shares 10,585 $345K 0.03% +540 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: not reported; 2025Q1: 995 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 1,032 shares 1,032 $341K 0.03% +52 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,367 shares; 2025Q1: 10,367 shares; 2025Q2: 10,366 shares; 2025Q3: 10,366 shares; 2025Q4: 10,366 shares 10,366 $339K 0.03% 0 Timeline JAKK JAKKS PAC INC More: the full row for JAKKS PAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,004 shares; 2024Q4: 22,609 shares; 2025Q1: 23,474 shares; 2025Q2: 22,133 shares; 2025Q3: 22,133 shares; 2025Q4: 19,922 shares 19,922 $336K 0.03% -2,211 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: 922 shares; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 1,422 shares; 2025Q3: 1,097 shares; 2025Q4: 1,362 shares 1,362 $335K 0.03% +265 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,338 shares; 2024Q4: 23,338 shares; 2025Q1: 23,338 shares; 2025Q2: 23,338 shares; 2025Q3: 23,338 shares; 2025Q4: 23,338 shares 23,338 $335K 0.03% 0 Timeline AOR 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: 5,923 shares; 2024Q4: not reported; 2025Q1: 5,868 shares; 2025Q2: 5,211 shares; 2025Q3: 5,211 shares; 2025Q4: 5,129 shares 5,129 $333K 0.03% -82 Timeline RSPT 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: 10,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 7,290 shares 7,290 $332K 0.03% -2,760 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: 49,273 shares; 2024Q4: 55,208 shares; 2025Q1: 62,816 shares; 2025Q2: 58,229 shares; 2025Q3: 58,229 shares; 2025Q4: 51,840 shares 51,840 $331K 0.03% -6,389 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: not reported; 2025Q1: 2,545 shares; 2025Q2: 2,347 shares; 2025Q3: 2,317 shares; 2025Q4: 2,290 shares 2,290 $329K 0.03% -27 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: not reported; 2025Q1: 4,268 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 3,994 shares 3,994 $328K 0.03% -213 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: not reported; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 370 shares 370 $326K 0.03% -55 Timeline IJS 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: 2,632 shares; 2024Q4: not reported; 2025Q1: 2,756 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 2,865 shares 2,865 $326K 0.03% -455 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: 4,628 shares; 2024Q4: not reported; 2025Q1: 2,414 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 1,416 shares 1,416 $323K 0.03% -948 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,891 shares; 2025Q2: 9,639 shares; 2025Q3: 9,639 shares; 2025Q4: 8,590 shares 8,590 $321K 0.02% -1,049 Timeline SHOE SHOE STA GROUP INC More: the full row for SHOE STA 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: 21,651 shares; 2025Q2: 20,711 shares; 2025Q3: 20,711 shares; 2025Q4: 18,516 shares 18,516 $313K 0.02% -2,195 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,286 shares; 2025Q2: 8,157 shares; 2025Q3: 8,146 shares; 2025Q4: 3,579 shares 3,579 $309K 0.02% -4,567 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: not reported; 2025Q1: 18,425 shares; 2025Q2: 17,978 shares; 2025Q3: 17,978 shares; 2025Q4: 5,339 shares 5,339 $308K 0.02% -12,639 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: not reported; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares 620 $303K 0.02% 0 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: 3,360 shares; 2024Q4: not reported; 2025Q1: 3,377 shares; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 2,383 shares 2,383 $299K 0.02% -981 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: 957 shares; 2025Q3: 957 shares; 2025Q4: 659 shares 659 $299K 0.02% -298 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,645 shares; 2024Q4: 21,645 shares; 2025Q1: 20,130 shares; 2025Q2: 19,338 shares; 2025Q3: 19,194 shares; 2025Q4: 8,057 shares 8,057 $297K 0.02% -11,137 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,870 shares 6,870 $295K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: not reported; 2025Q1: 4,946 shares; 2025Q2: 4,961 shares; 2025Q3: 4,961 shares; 2025Q4: 3,087 shares 3,087 $294K 0.02% -1,874 Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,298 shares; 2025Q2: 11,403 shares; 2025Q3: 11,403 shares; 2025Q4: 9,904 shares 9,904 $294K 0.02% -1,499 Timeline FF FUTUREFUEL CORP More: the full row for FUTUREFUEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,891 shares; 2025Q1: 101,438 shares; 2025Q2: 95,269 shares; 2025Q3: 95,269 shares; 2025Q4: 92,108 shares 92,108 $294K 0.02% -3,161 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,205 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,153 shares; 2025Q3: 16,153 shares; 2025Q4: 15,153 shares 15,153 $292K 0.02% -1,000 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: not reported; 2025Q1: 7,048 shares; 2025Q2: 6,833 shares; 2025Q3: 6,833 shares; 2025Q4: 4,134 shares 4,134 $282K 0.02% -2,699 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,286 shares; 2024Q4: 43,662 shares; 2025Q1: 5,986 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares 5,167 $276K 0.02% 0 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,833 shares 5,833 $276K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 711 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 695 shares 695 $275K 0.02% -6 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: not reported; 2025Q1: 6,172 shares; 2025Q2: 6,172 shares; 2025Q3: 6,172 shares; 2025Q4: 5,880 shares 5,880 $275K 0.02% -292 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,844 shares; 2024Q4: 11,844 shares; 2025Q1: 11,844 shares; 2025Q2: 11,415 shares; 2025Q3: 11,415 shares; 2025Q4: 6,524 shares 6,524 $275K 0.02% -4,891 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: 13,074 shares; 2024Q4: 13,174 shares; 2025Q1: 13,007 shares; 2025Q2: 11,435 shares; 2025Q3: 11,435 shares; 2025Q4: 10,925 shares 10,925 $271K 0.02% -510 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,929 shares; 2024Q4: 35,320 shares; 2025Q1: 4,980 shares; 2025Q2: 4,218 shares; 2025Q3: 4,218 shares; 2025Q4: 3,305 shares 3,305 $271K 0.02% -913 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: not reported; 2025Q1: 19,518 shares; 2025Q2: 23,360 shares; 2025Q3: 23,360 shares; 2025Q4: 3,364 shares 3,364 $265K 0.02% -19,996 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,735 shares; 2025Q2: 48,384 shares; 2025Q3: 48,320 shares; 2025Q4: 19,118 shares 19,118 $265K 0.02% -29,202 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: not reported; 2025Q1: 2,413 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,250 shares 2,250 $264K 0.02% -166 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,225 shares; 2024Q4: 53,998 shares; 2025Q1: 7,404 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,793 shares 5,793 $261K 0.02% new Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,154 shares; 2025Q3: 3,140 shares; 2025Q4: 3,046 shares 3,046 $261K 0.02% -94 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,880 shares; 2024Q4: 16,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,344 shares 1,344 $260K 0.02% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,695 shares; 2024Q4: 602,374 shares; 2025Q1: 606,355 shares; 2025Q2: 581,367 shares; 2025Q3: 578,023 shares; 2025Q4: 4,666 shares 4,666 $259K 0.02% -573,357 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,611 shares; 2025Q2: 4,402 shares; 2025Q3: 4,402 shares; 2025Q4: 4,743 shares 4,743 $256K 0.02% +341 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,773 shares; 2025Q2: 1,771 shares; 2025Q3: 1,771 shares; 2025Q4: 1,787 shares 1,787 $256K 0.02% +16 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: not reported; 2025Q1: 3,515 shares; 2025Q2: 3,356 shares; 2025Q3: 3,356 shares; 2025Q4: 3,413 shares 3,413 $253K 0.02% +57 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: 2,044 shares; 2024Q4: not reported; 2025Q1: 2,056 shares; 2025Q2: 2,072 shares; 2025Q3: 2,003 shares; 2025Q4: 1,242 shares 1,242 $252K 0.02% -761 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,472 shares 1,472 $251K 0.02% new 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: 942 shares; 2024Q4: not reported; 2025Q1: 943 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 528 shares 528 $247K 0.02% -377 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,900 shares; 2025Q3: 7,900 shares; 2025Q4: 2,700 shares 2,700 $247K 0.02% -5,200 Timeline HYEM 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: 1,196,082 shares; 2024Q4: 1,251,768 shares; 2025Q1: 1,271,788 shares; 2025Q2: 1,185,411 shares; 2025Q3: 1,180,372 shares; 2025Q4: 12,412 shares 12,412 $247K 0.02% -1,167,960 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,439 shares; 2025Q3: 2,139 shares; 2025Q4: 2,056 shares 2,056 $246K 0.02% -83 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: 2,109 shares; 2024Q4: not reported; 2025Q1: 2,111 shares; 2025Q2: 2,112 shares; 2025Q3: 2,112 shares; 2025Q4: 2,112 shares 2,112 $244K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,385 shares; 2024Q4: 35,536 shares; 2025Q1: 4,918 shares; 2025Q2: 3,660 shares; 2025Q3: 2,584 shares; 2025Q4: 2,473 shares 2,473 $230K 0.02% -111 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $221K 0.02% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,576 shares; 2024Q4: 13,576 shares; 2025Q1: 13,576 shares; 2025Q2: 13,532 shares; 2025Q3: 13,532 shares; 2025Q4: 8,097 shares 8,097 $219K 0.02% -5,435 Timeline TZOO TRAVELZOO More: the full row for TRAVELZOO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,832 shares; 2025Q2: 32,208 shares; 2025Q3: 32,208 shares; 2025Q4: 29,541 shares 29,541 $210K 0.02% -2,667 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG 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: 14,509 shares; 2025Q3: 14,509 shares; 2025Q4: 8,762 shares 8,762 $209K 0.02% -5,747 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: 531 shares; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 359 shares 359 $208K 0.02% -280 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 2,760 shares 2,760 $207K 0.02% -750 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,409 shares; 2025Q3: 10,409 shares; 2025Q4: 10,409 shares 10,409 $176K 0.01% 0 Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI 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: 15,000 shares; 2025Q4: 15,000 shares 15,000 $168K 0.01% 0 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,798 shares; 2025Q2: 32,798 shares; 2025Q3: 32,798 shares; 2025Q4: 20,999 shares 20,999 $117K 0.01% -11,799 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME 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: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $113K 0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,782 shares; 2024Q4: 141,819 shares; 2025Q1: 14,442 shares; 2025Q2: 11,442 shares; 2025Q3: 11,442 shares; 2025Q4: 11,442 shares 11,442 $110K 0.01% 0 Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,521 shares; 2024Q4: 119,867 shares; 2025Q1: 13,608 shares; 2025Q2: 11,508 shares; 2025Q3: 11,508 shares; 2025Q4: 11,270 shares 11,270 $107K 0.01% -238 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,311 shares; 2024Q4: 25,275 shares; 2025Q1: 20,988 shares; 2025Q2: 20,532 shares; 2025Q3: 20,532 shares; 2025Q4: 13,910 shares 13,910 $24K <0.01% -6,622 Timeline