AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 10,360 shares; 2025Q4: 11,699 shares 11,699 $498K 0.04% +1,339 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 3 shares; 2025Q1: 3,627 shares; 2025Q2: 2,507 shares; 2025Q3: 1,027 shares; 2025Q4: 1,059 shares 1,059 $497K 0.04% +32 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,328 shares; 2024Q4: 13 shares; 2025Q1: 17,193 shares; 2025Q2: 17,146 shares; 2025Q3: 17,083 shares; 2025Q4: 16,845 shares 16,845 $497K 0.04% -238 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 3 shares; 2025Q1: 3,095 shares; 2025Q2: 7,298 shares; 2025Q3: 6,698 shares; 2025Q4: 5,209 shares 5,209 $496K 0.04% -1,489 Timeline JSAIY J. SAINSBURY PLC-SPONS ADR More: the full row for J. SAINSBURY PLC-SPONS ADR 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: 28,503 shares; 2025Q3: 28,345 shares; 2025Q4: 28,345 shares 28,345 $496K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3 shares; 2025Q1: 1,614 shares; 2025Q2: 1,584 shares; 2025Q3: 1,584 shares; 2025Q4: 1,589 shares 1,589 $493K 0.04% +5 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3 shares; 2025Q1: 5,490 shares; 2025Q2: 6,741 shares; 2025Q3: 6,596 shares; 2025Q4: 6,625 shares 6,625 $492K 0.04% +29 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,095 shares; 2024Q4: 23 shares; 2025Q1: 11,661 shares; 2025Q2: 11,686 shares; 2025Q3: 11,909 shares; 2025Q4: 11,827 shares 11,827 $486K 0.04% -82 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3 shares; 2025Q1: 3,991 shares; 2025Q2: 3,975 shares; 2025Q3: 3,951 shares; 2025Q4: 3,899 shares 3,899 $486K 0.04% -52 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,171 shares; 2025Q4: 1,547 shares 1,547 $485K 0.04% -1,624 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5 shares; 2025Q1: 3,923 shares; 2025Q2: 3,862 shares; 2025Q3: 3,937 shares; 2025Q4: 4,493 shares 4,493 $484K 0.04% +556 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,704 shares; 2024Q4: 15 shares; 2025Q1: 11,885 shares; 2025Q2: 10,781 shares; 2025Q3: 10,495 shares; 2025Q4: 7,501 shares 7,501 $483K 0.04% -2,994 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,953 shares; 2024Q4: 20 shares; 2025Q1: 21,294 shares; 2025Q2: 12,068 shares; 2025Q3: 11,025 shares; 2025Q4: 11,010 shares 11,010 $480K 0.04% -15 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,438 shares; 2025Q3: 1,393 shares; 2025Q4: 1,231 shares 1,231 $479K 0.04% -162 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,515 shares; 2025Q4: 7,991 shares 7,991 $478K 0.04% +2,476 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2 shares; 2025Q1: 2,295 shares; 2025Q2: 3,024 shares; 2025Q3: 4,306 shares; 2025Q4: 6,491 shares 6,491 $477K 0.04% +2,185 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5 shares; 2025Q1: 5,195 shares; 2025Q2: 5,365 shares; 2025Q3: 5,265 shares; 2025Q4: 4,027 shares 4,027 $472K 0.04% -1,238 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3 shares; 2025Q1: 3,526 shares; 2025Q2: 3,524 shares; 2025Q3: 3,098 shares; 2025Q4: 3,070 shares 3,070 $470K 0.04% -28 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 7 shares; 2025Q1: 7,504 shares; 2025Q2: 8,154 shares; 2025Q3: 8,043 shares; 2025Q4: 7,283 shares 7,283 $469K 0.04% -760 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 2 shares; 2025Q1: 2,469 shares; 2025Q2: 3,579 shares; 2025Q3: 3,562 shares; 2025Q4: 3,668 shares 3,668 $468K 0.04% +106 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,014 shares; 2024Q4: 6 shares; 2025Q1: 6,158 shares; 2025Q2: 6,161 shares; 2025Q3: 6,365 shares; 2025Q4: 6,509 shares 6,509 $465K 0.03% +144 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,779 shares; 2025Q3: 35,637 shares; 2025Q4: 43,058 shares 43,058 $465K 0.03% +7,421 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,623 shares; 2024Q4: 10 shares; 2025Q1: 9,213 shares; 2025Q2: 7,935 shares; 2025Q3: 8,817 shares; 2025Q4: 8,769 shares 8,769 $464K 0.03% -48 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22,037 shares; 2025Q2: 19,387 shares; 2025Q3: 19,237 shares; 2025Q4: 18,937 shares 18,937 $461K 0.03% -300 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 5 shares; 2025Q1: 5,888 shares; 2025Q2: 5,888 shares; 2025Q3: 5,858 shares; 2025Q4: 5,740 shares 5,740 $459K 0.03% -118 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5 shares; 2025Q1: 5,607 shares; 2025Q2: 5,699 shares; 2025Q3: 4,341 shares; 2025Q4: 4,402 shares 4,402 $459K 0.03% +61 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,613 shares; 2024Q4: 18 shares; 2025Q1: 19,159 shares; 2025Q2: 18,494 shares; 2025Q3: 18,494 shares; 2025Q4: 18,104 shares 18,104 $458K 0.03% -390 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3 shares; 2025Q1: 4,193 shares; 2025Q2: 4,177 shares; 2025Q3: 5,570 shares; 2025Q4: 5,270 shares 5,270 $458K 0.03% -300 Timeline CRHKY CHINA RESOURCES BEER HOLDINGS More: the full row for CHINA RESOURCES BEER HOLDINGS 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: 67,772 shares; 2025Q3: 67,920 shares; 2025Q4: 67,947 shares 67,947 $458K 0.03% +27 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,795 shares 4,795 $456K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 624 shares; 2025Q3: 577 shares; 2025Q4: 1,578 shares 1,578 $456K 0.03% +1,001 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1 shares; 2025Q1: 1,644 shares; 2025Q2: 2,260 shares; 2025Q3: 2,250 shares; 2025Q4: 2,224 shares 2,224 $452K 0.03% -26 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1 shares; 2025Q1: 1,726 shares; 2025Q2: 1,724 shares; 2025Q3: 1,601 shares; 2025Q4: 1,391 shares 1,391 $451K 0.03% -210 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: 5,602 shares; 2024Q4: 5 shares; 2025Q1: 5,613 shares; 2025Q2: 5,593 shares; 2025Q3: 5,538 shares; 2025Q4: 5,465 shares 5,465 $448K 0.03% -73 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,912 shares 26,912 $448K 0.03% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 540 shares; 2025Q3: 519 shares; 2025Q4: 1,560 shares 1,560 $448K 0.03% +1,041 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 13 shares; 2025Q1: 12,024 shares; 2025Q2: 11,979 shares; 2025Q3: 10,332 shares; 2025Q4: 9,143 shares 9,143 $447K 0.03% -1,189 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,245 shares; 2024Q4: 5 shares; 2025Q1: 5,158 shares; 2025Q2: 4,968 shares; 2025Q3: 4,819 shares; 2025Q4: 4,746 shares 4,746 $446K 0.03% -73 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5 shares; 2025Q1: 5,693 shares; 2025Q2: 5,725 shares; 2025Q3: 4,895 shares; 2025Q4: 4,355 shares 4,355 $445K 0.03% -540 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 2,610 shares; 2025Q3: 2,670 shares; 2025Q4: 2,435 shares 2,435 $445K 0.03% -235 Timeline EBKDY ERSTE GROUP BANK AG-SPON ADR More: the full row for ERSTE GROUP BANK AG-SPON ADR 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: 7,767 shares; 2025Q3: 7,349 shares; 2025Q4: 7,349 shares 7,349 $444K 0.03% 0 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 8,649 shares; 2025Q3: 11,704 shares; 2025Q4: 13,184 shares 13,184 $442K 0.03% +1,480 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4 shares; 2025Q1: 4,229 shares; 2025Q2: 5,390 shares; 2025Q3: 4,580 shares; 2025Q4: 5,813 shares 5,813 $441K 0.03% +1,233 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: 700 shares; 2024Q4: not reported; 2025Q1: 632 shares; 2025Q2: 702 shares; 2025Q3: 820 shares; 2025Q4: 772 shares 772 $441K 0.03% -48 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 4 shares; 2025Q1: 6,021 shares; 2025Q2: 8,880 shares; 2025Q3: 11,075 shares; 2025Q4: 11,050 shares 11,050 $438K 0.03% -25 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6 shares; 2025Q1: 6,817 shares; 2025Q2: 7,332 shares; 2025Q3: 7,332 shares; 2025Q4: 6,331 shares 6,331 $438K 0.03% -1,001 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1 shares; 2025Q1: 1,286 shares; 2025Q2: 1,387 shares; 2025Q3: 1,449 shares; 2025Q4: 1,371 shares 1,371 $437K 0.03% -78 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 7 shares; 2025Q1: 8,290 shares; 2025Q2: 6,836 shares; 2025Q3: 6,081 shares; 2025Q4: 5,526 shares 5,526 $436K 0.03% -555 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3 shares; 2025Q1: 4,204 shares; 2025Q2: 4,187 shares; 2025Q3: 4,162 shares; 2025Q4: 4,109 shares 4,109 $436K 0.03% -53 Timeline IQDG 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: 22,431 shares; 2024Q4: 22 shares; 2025Q1: 16,298 shares; 2025Q2: 15,192 shares; 2025Q3: 12,932 shares; 2025Q4: 10,465 shares 10,465 $434K 0.03% -2,467 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,612 shares; 2024Q4: 10 shares; 2025Q1: 9,897 shares; 2025Q2: 9,450 shares; 2025Q3: 8,802 shares; 2025Q4: 8,853 shares 8,853 $434K 0.03% +51 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2 shares; 2025Q1: 2,757 shares; 2025Q2: 2,911 shares; 2025Q3: 2,936 shares; 2025Q4: 2,884 shares 2,884 $433K 0.03% -52 Timeline SMCAY SMC CORP JAPAN AMERICAN DEPOSI More: the full row for SMC CORP JAPAN AMERICAN DEPOSI 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: 24,934 shares; 2025Q4: 24,934 shares 24,934 $433K 0.03% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,959 shares; 2025Q3: 11,032 shares; 2025Q4: 20,513 shares 20,513 $432K 0.03% +9,481 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,505 shares; 2024Q4: 9 shares; 2025Q1: 7,881 shares; 2025Q2: 6,431 shares; 2025Q3: 5,808 shares; 2025Q4: 5,761 shares 5,761 $428K 0.03% -47 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,745 shares; 2024Q4: 17 shares; 2025Q1: 16,317 shares; 2025Q2: 16,367 shares; 2025Q3: 16,267 shares; 2025Q4: 16,267 shares 16,267 $427K 0.03% 0 Timeline BRDCY BRIDGESTONE CORP. LTD ADR More: the full row for BRIDGESTONE CORP. LTD ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,959 shares; 2025Q3: 18,901 shares; 2025Q4: 18,901 shares 18,901 $426K 0.03% 0 Timeline MKTAY MAKITA CORP SPONS ADR More: the full row for MAKITA CORP SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,165 shares; 2025Q3: 11,279 shares; 2025Q4: 14,098 shares 14,098 $426K 0.03% +2,819 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 6 shares; 2025Q1: 7,024 shares; 2025Q2: 7,025 shares; 2025Q3: 6,950 shares; 2025Q4: 5,860 shares 5,860 $425K 0.03% -1,090 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,339 shares; 2024Q4: 29 shares; 2025Q1: 29,069 shares; 2025Q2: 28,864 shares; 2025Q3: 28,864 shares; 2025Q4: 28,864 shares 28,864 $424K 0.03% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,376 shares; 2024Q4: 32 shares; 2025Q1: 35,247 shares; 2025Q2: 35,447 shares; 2025Q3: 36,112 shares; 2025Q4: 37,707 shares 37,707 $424K 0.03% +1,595 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: not reported; 2025Q1: 678 shares; 2025Q2: 7,974 shares; 2025Q3: 6,806 shares; 2025Q4: 5,568 shares 5,568 $423K 0.03% -1,238 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,455 shares 6,455 $422K 0.03% new Timeline MONDY MONDI PLC ADR NEW(UK) More: the full row for MONDI PLC ADR NEW(UK) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,256 shares 17,256 $422K 0.03% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 3,433 shares; 2025Q3: 5,231 shares; 2025Q4: 9,222 shares 9,222 $421K 0.03% +3,991 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: 1,573 shares; 2024Q4: 2 shares; 2025Q1: 2,174 shares; 2025Q2: 3,403 shares; 2025Q3: 3,403 shares; 2025Q4: 3,403 shares 3,403 $419K 0.03% 0 Timeline EPS 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: 3,007 shares; 2024Q4: 3 shares; 2025Q1: 7,412 shares; 2025Q2: 6,797 shares; 2025Q3: 6,745 shares; 2025Q4: 5,905 shares 5,905 $418K 0.03% -840 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: not reported; 2025Q1: 690 shares; 2025Q2: 626 shares; 2025Q3: 2,015 shares; 2025Q4: 4,202 shares 4,202 $418K 0.03% +2,187 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,748 shares; 2024Q4: 19 shares; 2025Q1: 25,648 shares; 2025Q2: 25,406 shares; 2025Q3: 25,366 shares; 2025Q4: 20,082 shares 20,082 $415K 0.03% -5,284 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,281 shares; 2024Q4: 31 shares; 2025Q1: 29,520 shares; 2025Q2: 29,520 shares; 2025Q3: 29,520 shares; 2025Q4: 28,820 shares 28,820 $414K 0.03% -700 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,019 shares; 2024Q4: 16 shares; 2025Q1: 23,633 shares; 2025Q2: 22,147 shares; 2025Q3: 3,442 shares; 2025Q4: 5,101 shares 5,101 $412K 0.03% +1,659 Timeline KGFHY KINGFISHER PLC-SPONS ADR More: the full row for KINGFISHER PLC-SPONS ADR 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: 48,949 shares; 2025Q3: 48,863 shares; 2025Q4: 48,863 shares 48,863 $411K 0.03% 0 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,607 shares; 2025Q4: 10,607 shares 10,607 $411K 0.03% 0 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,330 shares; 2025Q4: 2,353 shares 2,353 $407K 0.03% +1,023 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 5 shares; 2025Q1: 5,959 shares; 2025Q2: 5,959 shares; 2025Q3: 5,513 shares; 2025Q4: 5,852 shares 5,852 $406K 0.03% +339 Timeline PALC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,775 shares; 2025Q4: 7,775 shares 7,775 $406K 0.03% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: not reported; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 951 shares; 2025Q4: 947 shares 947 $405K 0.03% -4 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,276 shares; 2024Q4: 17 shares; 2025Q1: 11,806 shares; 2025Q2: 11,806 shares; 2025Q3: 11,806 shares; 2025Q4: 11,806 shares 11,806 $404K 0.03% 0 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,202 shares; 2024Q4: 58 shares; 2025Q1: 64,849 shares; 2025Q2: 66,710 shares; 2025Q3: 66,296 shares; 2025Q4: 35,123 shares 35,123 $404K 0.03% -31,173 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2 shares; 2025Q1: 2,144 shares; 2025Q2: 2,106 shares; 2025Q3: 2,102 shares; 2025Q4: 2,069 shares 2,069 $402K 0.03% -33 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR 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: 985 shares; 2025Q3: 16,762 shares; 2025Q4: 24,672 shares 24,672 $401K 0.03% +7,910 Timeline FBDC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,047 shares; 2025Q4: 20,632 shares 20,632 $400K 0.03% +1,585 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: 2,148 shares; 2024Q4: 2 shares; 2025Q1: 2,089 shares; 2025Q2: 2,096 shares; 2025Q3: 1,846 shares; 2025Q4: 1,870 shares 1,870 $397K 0.03% +24 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: 2,634 shares; 2024Q4: 2 shares; 2025Q1: 2,512 shares; 2025Q2: 1,517 shares; 2025Q3: 1,407 shares; 2025Q4: 1,389 shares 1,389 $396K 0.03% -18 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 3 shares; 2025Q1: 3,501 shares; 2025Q2: 3,410 shares; 2025Q3: 3,164 shares; 2025Q4: 3,049 shares 3,049 $396K 0.03% -115 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,241 shares; 2024Q4: 4 shares; 2025Q1: 4,219 shares; 2025Q2: 5,181 shares; 2025Q3: 4,716 shares; 2025Q4: 4,945 shares 4,945 $394K 0.03% +229 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4 shares; 2025Q1: 4,395 shares; 2025Q2: 5,283 shares; 2025Q3: 5,283 shares; 2025Q4: 5,283 shares 5,283 $394K 0.03% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 3 shares; 2025Q1: 3,911 shares; 2025Q2: 5,536 shares; 2025Q3: 5,573 shares; 2025Q4: 6,456 shares 6,456 $393K 0.03% +883 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 6 shares; 2025Q1: 7,452 shares; 2025Q2: 8,414 shares; 2025Q3: 10,934 shares; 2025Q4: 11,134 shares 11,134 $393K 0.03% +200 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2 shares; 2025Q1: 2,361 shares; 2025Q2: 2,361 shares; 2025Q3: 2,772 shares; 2025Q4: 2,786 shares 2,786 $391K 0.03% +14 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,471 shares; 2024Q4: 34 shares; 2025Q1: 31,840 shares; 2025Q2: 29,631 shares; 2025Q3: 23,195 shares; 2025Q4: 22,032 shares 22,032 $389K 0.03% -1,163 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,170 shares; 2024Q4: 48 shares; 2025Q1: 49,215 shares; 2025Q2: 50,256 shares; 2025Q3: 49,940 shares; 2025Q4: 4,847 shares 4,847 $389K 0.03% -45,093 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 455 shares; 2025Q3: 409 shares; 2025Q4: 384 shares 384 $387K 0.03% -25 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,099 shares; 2024Q4: 14 shares; 2025Q1: 15,027 shares; 2025Q2: 14,976 shares; 2025Q3: 14,892 shares; 2025Q4: 14,713 shares 14,713 $386K 0.03% -179 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1 shares; 2025Q1: 1,140 shares; 2025Q2: 1,143 shares; 2025Q3: 1,127 shares; 2025Q4: 754 shares 754 $385K 0.03% -373 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,804 shares; 2025Q3: 16,209 shares; 2025Q4: 16,314 shares 16,314 $382K 0.03% +105 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 5 shares; 2025Q1: 5,674 shares; 2025Q2: 5,199 shares; 2025Q3: 4,749 shares; 2025Q4: 3,684 shares 3,684 $382K 0.03% -1,065 Timeline DXJ 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: 5,857 shares; 2024Q4: 6 shares; 2025Q1: 8,512 shares; 2025Q2: 8,546 shares; 2025Q3: 8,991 shares; 2025Q4: 2,621 shares 2,621 $378K 0.03% -6,370 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: 10,100 shares; 2024Q4: 9 shares; 2025Q1: 11,680 shares; 2025Q2: 13,205 shares; 2025Q3: 13,205 shares; 2025Q4: 12,705 shares 12,705 $377K 0.03% -500 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 580 shares; 2025Q3: 639 shares; 2025Q4: 647 shares 647 $376K 0.03% +8 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 8 shares; 2025Q1: 11,507 shares; 2025Q2: 11,529 shares; 2025Q3: 11,507 shares; 2025Q4: 11,507 shares 11,507 $375K 0.03% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,292 shares; 2024Q4: 8 shares; 2025Q1: 8,071 shares; 2025Q2: 7,606 shares; 2025Q3: 7,599 shares; 2025Q4: 7,604 shares 7,604 $374K 0.03% +5 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,267 shares; 2024Q4: 8 shares; 2025Q1: 8,649 shares; 2025Q2: 8,574 shares; 2025Q3: 8,500 shares; 2025Q4: 8,392 shares 8,392 $374K 0.03% -108 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6 shares; 2025Q1: 5,863 shares; 2025Q2: 5,290 shares; 2025Q3: 4,160 shares; 2025Q4: 3,672 shares 3,672 $374K 0.03% -488 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,054 shares; 2025Q4: 2,022 shares 2,022 $373K 0.03% -32 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 7 shares; 2025Q1: 8,126 shares; 2025Q2: 8,047 shares; 2025Q3: 7,444 shares; 2025Q4: 7,348 shares 7,348 $368K 0.03% -96 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,937 shares; 2024Q4: 23 shares; 2025Q1: 5,060 shares; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares; 2025Q4: 8,107 shares 8,107 $367K 0.03% +3,047 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,726 shares; 2024Q4: 10 shares; 2025Q1: 9,906 shares; 2025Q2: 9,906 shares; 2025Q3: 9,906 shares; 2025Q4: 9,906 shares 9,906 $367K 0.03% 0 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR 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: 7,971 shares; 2025Q3: 7,895 shares; 2025Q4: 7,069 shares 7,069 $366K 0.03% -826 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 2 shares; 2025Q1: 3,150 shares; 2025Q2: 3,138 shares; 2025Q3: 3,119 shares; 2025Q4: 3,078 shares 3,078 $365K 0.03% -41 Timeline KCDMY KIMBERLY-CLARK DE MEXICO S A B More: the full row for KIMBERLY-CLARK DE MEXICO S A B 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: 34,210 shares; 2025Q3: 34,186 shares; 2025Q4: 34,186 shares 34,186 $365K 0.03% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 15 shares; 2025Q1: 17,106 shares; 2025Q2: 17,026 shares; 2025Q3: 12,096 shares; 2025Q4: 11,083 shares 11,083 $364K 0.03% -1,013 Timeline KUBTY KUBOTA CORPORATION (ONE ADS RE More: the full row for KUBOTA CORPORATION (ONE ADS RE 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: 7,285 shares; 2025Q3: 7,267 shares; 2025Q4: 5,129 shares 5,129 $363K 0.03% -2,138 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: not reported; 2025Q1: 9,176 shares; 2025Q2: 8,776 shares; 2025Q3: 8,716 shares; 2025Q4: 7,816 shares 7,816 $362K 0.03% -900 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1 shares; 2025Q1: 1,630 shares; 2025Q2: 3,233 shares; 2025Q3: 3,236 shares; 2025Q4: 3,238 shares 3,238 $362K 0.03% +2 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,728 shares; 2024Q4: 7 shares; 2025Q1: 4,662 shares; 2025Q2: 6,625 shares; 2025Q3: 6,535 shares; 2025Q4: 6,385 shares 6,385 $362K 0.03% -150 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: 1,606 shares; 2024Q4: 1 shares; 2025Q1: 2,822 shares; 2025Q2: 3,634 shares; 2025Q3: 3,417 shares; 2025Q4: 4,044 shares 4,044 $362K 0.03% +627 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 4 shares; 2025Q1: 4,297 shares; 2025Q2: 4,280 shares; 2025Q3: 5,124 shares; 2025Q4: 5,140 shares 5,140 $362K 0.03% +16 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 10 shares; 2025Q1: 10,116 shares; 2025Q2: 9,945 shares; 2025Q3: 9,870 shares; 2025Q4: 8,680 shares 8,680 $360K 0.03% -1,190 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,451 shares; 2024Q4: 17 shares; 2025Q1: 19,974 shares; 2025Q2: 24,418 shares; 2025Q3: 23,118 shares; 2025Q4: 22,805 shares 22,805 $356K 0.03% -313 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,927 shares; 2024Q4: 8 shares; 2025Q1: 8,162 shares; 2025Q2: 10,837 shares; 2025Q3: 10,814 shares; 2025Q4: 10,677 shares 10,677 $356K 0.03% -137 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: not reported; 2025Q1: 2,423 shares; 2025Q2: 2,383 shares; 2025Q3: 2,401 shares; 2025Q4: 2,133 shares 2,133 $355K 0.03% -268 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,382 shares; 2024Q4: 22 shares; 2025Q1: 21,022 shares; 2025Q2: 16,158 shares; 2025Q3: 24,122 shares; 2025Q4: 27,947 shares 27,947 $354K 0.03% +3,825 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: 3,961 shares; 2024Q4: 4 shares; 2025Q1: 4,136 shares; 2025Q2: 4,136 shares; 2025Q3: 4,411 shares; 2025Q4: 4,711 shares 4,711 $354K 0.03% +300 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 1 shares; 2025Q1: 13,568 shares; 2025Q2: 4,955 shares; 2025Q3: 13,274 shares; 2025Q4: 12,596 shares 12,596 $353K 0.03% -678 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: 123 shares; 2025Q2: 91 shares; 2025Q3: 500 shares; 2025Q4: 457 shares 457 $353K 0.03% -43 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: 1,347 shares; 2024Q4: 1 shares; 2025Q1: 1,709 shares; 2025Q2: 1,673 shares; 2025Q3: 1,626 shares; 2025Q4: 1,577 shares 1,577 $352K 0.03% -49 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2 shares; 2025Q1: 2,908 shares; 2025Q2: 3,461 shares; 2025Q3: 3,408 shares; 2025Q4: 3,371 shares 3,371 $351K 0.03% -37 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1 shares; 2025Q1: 1,069 shares; 2025Q2: 1,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,300 shares 2,300 $348K 0.03% +89 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,323 shares; 2024Q4: 3 shares; 2025Q1: 3,247 shares; 2025Q2: 3,805 shares; 2025Q3: 3,204 shares; 2025Q4: 2,975 shares 2,975 $347K 0.03% -229 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: 2 shares; 2025Q1: 2,178 shares; 2025Q2: 2,178 shares; 2025Q3: 2,178 shares; 2025Q4: 2,328 shares 2,328 $346K 0.03% +150 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 8 shares; 2025Q1: 8,466 shares; 2025Q2: 8,902 shares; 2025Q3: 29,127 shares; 2025Q4: 41,449 shares 41,449 $346K 0.03% +12,322 KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 6 shares; 2025Q1: 5,985 shares; 2025Q2: 5,985 shares; 2025Q3: 5,410 shares; 2025Q4: 5,330 shares 5,330 $345K 0.03% -80 Timeline JPMORGAN CHASE& CO DEP SHS … JPMORGAN CHASE& CO DEP SHS REP More: the full row for JPMORGAN CHASE& CO DEP SHS REP 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: 10,035 shares; 2025Q3: 12,069 shares; 2025Q4: 13,859 shares 13,859 $345K 0.03% +1,790 B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,743 shares; 2025Q3: 9,963 shares; 2025Q4: 7,928 shares 7,928 $345K 0.03% -2,035 Timeline BKLN 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: 9,693 shares; 2024Q4: 10 shares; 2025Q1: 9,991 shares; 2025Q2: 10,614 shares; 2025Q3: 10,847 shares; 2025Q4: 16,416 shares 16,416 $345K 0.03% +5,569 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: 855 shares; 2025Q3: 868 shares; 2025Q4: 825 shares 825 $344K 0.03% -43 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6 shares; 2025Q1: 8,424 shares; 2025Q2: 7,211 shares; 2025Q3: 6,853 shares; 2025Q4: 6,642 shares 6,642 $344K 0.03% -211 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 1,929 shares; 2025Q3: 3,454 shares; 2025Q4: 3,339 shares 3,339 $341K 0.03% -115 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,252 shares; 2024Q4: 4 shares; 2025Q1: 4,727 shares; 2025Q2: 4,968 shares; 2025Q3: 4,669 shares; 2025Q4: 2,786 shares 2,786 $340K 0.03% -1,883 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,746 shares; 2024Q4: 4 shares; 2025Q1: 5,050 shares; 2025Q2: 5,031 shares; 2025Q3: 6,027 shares; 2025Q4: 6,005 shares 6,005 $339K 0.03% -22 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3,165 shares; 2025Q2: 8,278 shares; 2025Q3: 12,562 shares; 2025Q4: 12,338 shares 12,338 $338K 0.03% -224 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2 shares; 2025Q1: 2,876 shares; 2025Q2: 2,969 shares; 2025Q3: 2,974 shares; 2025Q4: 2,841 shares 2,841 $337K 0.03% -133 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: 2,303 shares; 2024Q4: 2 shares; 2025Q1: 2,344 shares; 2025Q2: 2,386 shares; 2025Q3: 2,398 shares; 2025Q4: 2,408 shares 2,408 $335K 0.03% +10 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,958 shares; 2024Q4: 6 shares; 2025Q1: 7,242 shares; 2025Q2: 7,242 shares; 2025Q3: 7,169 shares; 2025Q4: 7,114 shares 7,114 $332K 0.02% -55 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 2,934 shares 2,934 $332K 0.02% +2,713 Timeline BICEY BIC SA Unsponsored ADR (France More: the full row for BIC SA Unsponsored ADR (France 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: 8,310 shares; 2025Q3: 10,909 shares; 2025Q4: 10,909 shares 10,909 $330K 0.02% 0 Timeline IHF 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: 5,983 shares; 2024Q4: 5 shares; 2025Q1: 5,619 shares; 2025Q2: 7,482 shares; 2025Q3: 8,309 shares; 2025Q4: 6,865 shares 6,865 $329K 0.02% -1,444 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: not reported; 2025Q1: 829 shares; 2025Q2: 807 shares; 2025Q3: 597 shares; 2025Q4: 597 shares 597 $329K 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2 shares; 2025Q1: 2,429 shares; 2025Q2: 3,350 shares; 2025Q3: 3,336 shares; 2025Q4: 3,295 shares 3,295 $329K 0.02% -41 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,090 shares; 2024Q4: 16 shares; 2025Q1: 17,146 shares; 2025Q2: 17,146 shares; 2025Q3: 17,146 shares; 2025Q4: 16,812 shares 16,812 $328K 0.02% -334 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,632 shares; 2024Q4: 12 shares; 2025Q1: 13,127 shares; 2025Q2: 3,887 shares; 2025Q3: 3,738 shares; 2025Q4: 4,712 shares 4,712 $327K 0.02% +974 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 11 shares; 2025Q1: 10,708 shares; 2025Q2: 10,385 shares; 2025Q3: 10,403 shares; 2025Q4: 3,876 shares 3,876 $326K 0.02% -6,527 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 5 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares 4,690 $325K 0.02% 0 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,415 shares 9,415 $323K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3 shares; 2025Q1: 3,101 shares; 2025Q2: 3,101 shares; 2025Q3: 3,101 shares; 2025Q4: 3,329 shares 3,329 $323K 0.02% +228 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,086 shares; 2024Q4: 6 shares; 2025Q1: 5,543 shares; 2025Q2: 5,543 shares; 2025Q3: 5,756 shares; 2025Q4: 5,756 shares 5,756 $322K 0.02% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,563 shares; 2024Q4: 10 shares; 2025Q1: 11,217 shares; 2025Q2: 12,064 shares; 2025Q3: 12,036 shares; 2025Q4: 11,443 shares 11,443 $322K 0.02% -593 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 1 shares; 2025Q1: 2,350 shares; 2025Q2: 1,746 shares; 2025Q3: 1,742 shares; 2025Q4: 1,724 shares 1,724 $319K 0.02% -18 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: 432 shares; 2024Q4: 2 shares; 2025Q1: 11,252 shares; 2025Q2: 11,672 shares; 2025Q3: 11,230 shares; 2025Q4: 9,756 shares 9,756 $318K 0.02% -1,474 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,853 shares; 2025Q3: 5,867 shares; 2025Q4: 5,879 shares 5,879 $318K 0.02% +12 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 22 shares; 2025Q1: 21,845 shares; 2025Q2: 23,530 shares; 2025Q3: 25,556 shares; 2025Q4: 27,741 shares 27,741 $317K 0.02% +2,185 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3 shares; 2025Q1: 3,111 shares; 2025Q2: 2,862 shares; 2025Q3: 10,488 shares; 2025Q4: 19,662 shares 19,662 $316K 0.02% +9,174 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: not reported; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 13,161 shares; 2025Q4: 12,620 shares 12,620 $315K 0.02% -541 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 8 shares; 2025Q1: 8,560 shares; 2025Q2: 8,218 shares; 2025Q3: 6,691 shares; 2025Q4: 6,767 shares 6,767 $315K 0.02% +76 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 6 shares; 2025Q1: 6,284 shares; 2025Q2: 6,290 shares; 2025Q3: 5,976 shares; 2025Q4: 5,968 shares 5,968 $314K 0.02% -8 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 9 shares; 2025Q1: 9,794 shares; 2025Q2: 11,173 shares; 2025Q3: 13,972 shares; 2025Q4: 13,972 shares 13,972 $314K 0.02% 0 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 9 shares; 2025Q1: 10,148 shares; 2025Q2: 9,861 shares; 2025Q3: 8,226 shares; 2025Q4: 5,302 shares 5,302 $314K 0.02% -2,924 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 5 shares; 2025Q1: 5,445 shares; 2025Q2: 6,044 shares; 2025Q3: 6,056 shares; 2025Q4: 6,026 shares 6,026 $313K 0.02% -30 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 4 shares; 2025Q1: 4,725 shares; 2025Q2: 4,735 shares; 2025Q3: 4,672 shares; 2025Q4: 4,537 shares 4,537 $311K 0.02% -135 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5 shares; 2025Q1: 5,613 shares; 2025Q2: 4,680 shares; 2025Q3: 3,829 shares; 2025Q4: 3,862 shares 3,862 $305K 0.02% +33 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: not reported; 2025Q1: 378 shares; 2025Q2: 2,268 shares; 2025Q3: 1,483 shares; 2025Q4: 2,507 shares 2,507 $305K 0.02% +1,024 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,151 shares; 2024Q4: 43 shares; 2025Q1: 52,175 shares; 2025Q2: 11,125 shares; 2025Q3: 11,125 shares; 2025Q4: 11,236 shares 11,236 $304K 0.02% +111 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3 shares; 2025Q1: 3,649 shares; 2025Q2: 3,475 shares; 2025Q3: 3,441 shares; 2025Q4: 3,373 shares 3,373 $304K 0.02% -68 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 6 shares; 2025Q1: 6,258 shares; 2025Q2: 6,249 shares; 2025Q3: 5,903 shares; 2025Q4: 5,785 shares 5,785 $303K 0.02% -118 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1 shares; 2025Q1: 1,368 shares; 2025Q2: 1,610 shares; 2025Q3: 1,476 shares; 2025Q4: 1,478 shares 1,478 $303K 0.02% +2 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 4 shares; 2025Q1: 4,622 shares; 2025Q2: 4,570 shares; 2025Q3: 4,357 shares; 2025Q4: 4,997 shares 4,997 $303K 0.02% +640 Timeline JQUA 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: 5,192 shares; 2024Q4: 4 shares; 2025Q1: 4,958 shares; 2025Q2: 4,769 shares; 2025Q3: 4,768 shares; 2025Q4: 4,766 shares 4,766 $301K 0.02% -2 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,279 shares; 2024Q4: 69 shares; 2025Q1: 75,183 shares; 2025Q2: 75,191 shares; 2025Q3: 74,887 shares; 2025Q4: 74,887 shares 74,887 $301K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 5 shares; 2025Q1: 5,427 shares; 2025Q2: 4,534 shares; 2025Q3: 4,519 shares; 2025Q4: 3,626 shares 3,626 $301K 0.02% -893 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7 shares; 2025Q1: 7,469 shares; 2025Q2: 4,708 shares; 2025Q3: 3,079 shares; 2025Q4: 2,968 shares 2,968 $299K 0.02% -111 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,086 shares; 2024Q4: 68 shares; 2025Q1: 34,237 shares; 2025Q2: 34,509 shares; 2025Q3: 32,270 shares; 2025Q4: 31,572 shares 31,572 $299K 0.02% -698 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,336 shares; 2025Q4: 5,255 shares 5,255 $299K 0.02% -81 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 3 shares; 2025Q1: 4,021 shares; 2025Q2: 4,009 shares; 2025Q3: 3,990 shares; 2025Q4: 3,950 shares 3,950 $298K 0.02% -40 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 1 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,279 shares; 2025Q4: 5,641 shares 5,641 $298K 0.02% +3,362 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,322 shares; 2024Q4: 15 shares; 2025Q1: 15,003 shares; 2025Q2: 15,093 shares; 2025Q3: 15,140 shares; 2025Q4: 15,445 shares 15,445 $297K 0.02% +305 Timeline FRFHF FAIRFAX FINANCIAL HLDGS LTD More: the full row for FAIRFAX FINANCIAL HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165 shares; 2025Q3: 148 shares; 2025Q4: 155 shares 155 $296K 0.02% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 761 shares; 2025Q3: 1,917 shares; 2025Q4: 4,548 shares 4,548 $296K 0.02% +2,631 Timeline OPLN OPENLANE INC More: the full row for OPENLANE 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: 8,852 shares; 2025Q3: 10,204 shares; 2025Q4: 9,924 shares 9,924 $296K 0.02% -280 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: not reported; 2025Q1: 838 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 758 shares 758 $295K 0.02% -1 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,435 shares; 2024Q4: 13 shares; 2025Q1: 13,482 shares; 2025Q2: 13,350 shares; 2025Q3: 11,403 shares; 2025Q4: 9,741 shares 9,741 $295K 0.02% -1,662 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 2 shares; 2025Q1: 2,470 shares; 2025Q2: 1,599 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares 1,598 $295K 0.02% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,942 shares 14,942 $295K 0.02% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: not reported; 2025Q1: 3,249 shares; 2025Q2: 4,851 shares; 2025Q3: 4,769 shares; 2025Q4: 4,769 shares 4,769 $294K 0.02% 0 Timeline PKW 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: 2,171 shares; 2024Q4: 2 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares 2,171 $292K 0.02% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,278 shares; 2024Q4: 58 shares; 2025Q1: 61,482 shares; 2025Q2: 70,356 shares; 2025Q3: 7,118 shares; 2025Q4: 6,679 shares 6,679 $291K 0.02% -439 Timeline TSHA TAYSHA GENE THERAPIES INC More: the full row for TAYSHA GENE THERAPIES 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: 52,955 shares 52,955 $291K 0.02% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1 shares; 2025Q1: 1,751 shares; 2025Q2: 2,014 shares; 2025Q3: 2,047 shares; 2025Q4: 1,953 shares 1,953 $291K 0.02% -94 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1 shares; 2025Q1: 1,402 shares; 2025Q2: 20,869 shares; 2025Q3: 3,967 shares; 2025Q4: 3,192 shares 3,192 $291K 0.02% -775 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,723 shares; 2024Q4: 15 shares; 2025Q1: 15,965 shares; 2025Q2: 16,099 shares; 2025Q3: 16,231 shares; 2025Q4: 19,770 shares 19,770 $290K 0.02% +3,539 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,475 shares; 2024Q4: 5 shares; 2025Q1: 5,895 shares; 2025Q2: 5,895 shares; 2025Q3: 6,104 shares; 2025Q4: 6,104 shares 6,104 $290K 0.02% 0 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,026 shares; 2025Q3: 9,315 shares; 2025Q4: 11,123 shares 11,123 $289K 0.02% +1,808 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2 shares; 2025Q1: 2,712 shares; 2025Q2: 2,758 shares; 2025Q3: 2,776 shares; 2025Q4: 2,814 shares 2,814 $289K 0.02% +38 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2 shares; 2025Q1: 2,276 shares; 2025Q2: 2,246 shares; 2025Q3: 2,170 shares; 2025Q4: 2,123 shares 2,123 $289K 0.02% -47 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: 14,058 shares; 2024Q4: 11 shares; 2025Q1: 12,654 shares; 2025Q2: 9,798 shares; 2025Q3: 8,539 shares; 2025Q4: 7,820 shares 7,820 $289K 0.02% -719 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,776 shares; 2025Q4: 4,825 shares 4,825 $287K 0.02% +3,049 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1 shares; 2025Q1: 1,691 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares 1,590 $287K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 3 shares; 2025Q1: 2,999 shares; 2025Q2: 1,117 shares; 2025Q3: 1,048 shares; 2025Q4: 985 shares 985 $286K 0.02% -63 Timeline ORANY ORANGE-SPON ADR More: the full row for ORANGE-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,083 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: 17,104 shares; 2025Q3: 17,104 shares; 2025Q4: 17,104 shares 17,104 $285K 0.02% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 8 shares; 2025Q1: 6,735 shares; 2025Q2: 5,797 shares; 2025Q3: 5,823 shares; 2025Q4: 5,934 shares 5,934 $285K 0.02% +111 Timeline MSPRK 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: not reported; 2025Q2: 14,809 shares; 2025Q3: 14,809 shares; 2025Q4: 11,552 shares 11,552 $283K 0.02% -3,257 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3,884 shares; 2025Q2: 4,277 shares; 2025Q3: 4,274 shares; 2025Q4: 4,207 shares 4,207 $283K 0.02% -67 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 17 shares; 2025Q1: 20,123 shares; 2025Q2: 22,523 shares; 2025Q3: 21,643 shares; 2025Q4: 21,643 shares 21,643 $279K 0.02% 0 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,714 shares; 2024Q4: 3 shares; 2025Q1: 3,768 shares; 2025Q2: 4,040 shares; 2025Q3: 4,062 shares; 2025Q4: 5,628 shares 5,628 $278K 0.02% +1,566 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: not reported; 2025Q1: 414 shares; 2025Q2: 1,032 shares; 2025Q3: 998 shares; 2025Q4: 1,500 shares 1,500 $278K 0.02% +502 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: not reported; 2025Q1: 14,335 shares; 2025Q2: 13,335 shares; 2025Q3: 13,411 shares; 2025Q4: 13,000 shares 13,000 $278K 0.02% -411 Timeline FDTX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,217 shares; 2025Q4: 6,802 shares 6,802 $277K 0.02% -415 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,667 shares; 2024Q4: 7 shares; 2025Q1: 7,768 shares; 2025Q2: 7,768 shares; 2025Q3: 7,768 shares; 2025Q4: 7,768 shares 7,768 $276K 0.02% 0 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 9,758 shares 9,758 $276K 0.02% +7,798 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 6 shares; 2025Q1: 6,230 shares; 2025Q2: 7,316 shares; 2025Q3: 7,314 shares; 2025Q4: 6,424 shares 6,424 $276K 0.02% -890 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1 shares; 2025Q1: 1,197 shares; 2025Q2: 1,182 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares 1,172 $275K 0.02% 0 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,469 shares; 2024Q4: 6 shares; 2025Q1: 6,469 shares; 2025Q2: 6,469 shares; 2025Q3: 6,469 shares; 2025Q4: 8,409 shares 8,409 $274K 0.02% +1,940 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 1 shares; 2025Q1: 1,386 shares; 2025Q2: 2,007 shares; 2025Q3: 2,110 shares; 2025Q4: 1,294 shares 1,294 $273K 0.02% -816 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 11 shares; 2025Q1: 11,056 shares; 2025Q2: 11,056 shares; 2025Q3: 11,056 shares; 2025Q4: 11,056 shares 11,056 $273K 0.02% 0 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,732 shares 3,732 $272K 0.02% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 12 shares; 2025Q1: 10,717 shares; 2025Q2: 10,448 shares; 2025Q3: 9,504 shares; 2025Q4: 15,746 shares 15,746 $272K 0.02% +6,242 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 1 shares; 2025Q1: 1,334 shares; 2025Q2: 1,470 shares; 2025Q3: 1,352 shares; 2025Q4: 1,311 shares 1,311 $271K 0.02% -41 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 8 shares; 2025Q1: 8,712 shares; 2025Q2: 8,612 shares; 2025Q3: 7,897 shares; 2025Q4: 9,660 shares 9,660 $270K 0.02% +1,763 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,298 shares; 2025Q3: 3,761 shares; 2025Q4: 3,518 shares 3,518 $269K 0.02% -243 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: 10,993 shares; 2024Q4: 10 shares; 2025Q1: 10,221 shares; 2025Q2: 9,065 shares; 2025Q3: 4,663 shares; 2025Q4: 4,974 shares 4,974 $268K 0.02% +311 Timeline DES 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: 10,301 shares; 2024Q4: 10 shares; 2025Q1: 10,117 shares; 2025Q2: 9,843 shares; 2025Q3: 8,303 shares; 2025Q4: 7,968 shares 7,968 $267K 0.02% -335 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,468 shares 5,468 $266K 0.02% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 8 shares; 2025Q1: 6,098 shares; 2025Q2: 5,317 shares; 2025Q3: 5,613 shares; 2025Q4: 5,150 shares 5,150 $266K 0.02% -463 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,815 shares; 2024Q4: 6 shares; 2025Q1: 6,865 shares; 2025Q2: 6,140 shares; 2025Q3: 5,915 shares; 2025Q4: 5,785 shares 5,785 $265K 0.02% -130 Timeline VLU 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: 588 shares; 2024Q4: not reported; 2025Q1: 858 shares; 2025Q2: 1,229 shares; 2025Q3: 1,543 shares; 2025Q4: 1,255 shares 1,255 $264K 0.02% -288 Timeline MINT 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: 3,361 shares; 2024Q4: 2 shares; 2025Q1: 2,961 shares; 2025Q2: 3,464 shares; 2025Q3: 4,254 shares; 2025Q4: 2,629 shares 2,629 $264K 0.02% -1,625 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1 shares; 2025Q1: 1,155 shares; 2025Q2: 1,258 shares; 2025Q3: 1,084 shares; 2025Q4: 913 shares 913 $264K 0.02% -171 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 1,881 shares; 2025Q4: 2,000 shares 2,000 $263K 0.02% +119 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3 shares; 2025Q1: 4,327 shares; 2025Q2: 5,733 shares; 2025Q3: 5,695 shares; 2025Q4: 5,490 shares 5,490 $262K 0.02% -205 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,843 shares; 2025Q4: 10,270 shares 10,270 $262K 0.02% -573 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4 shares; 2025Q1: 3,493 shares; 2025Q2: 3,493 shares; 2025Q3: 3,472 shares; 2025Q4: 3,452 shares 3,452 $261K 0.02% -20 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,171 shares; 2025Q2: 5,157 shares; 2025Q3: 4,794 shares; 2025Q4: 4,803 shares 4,803 $261K 0.02% +9 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: 2,357 shares; 2024Q4: 2 shares; 2025Q1: 2,357 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,440 shares 2,440 $260K 0.02% -550 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: 2,958 shares; 2025Q4: 2,977 shares 2,977 $260K 0.02% +19 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: 8,174 shares; 2024Q4: 7 shares; 2025Q1: 7,681 shares; 2025Q2: 3,923 shares; 2025Q3: 3,465 shares; 2025Q4: 4,071 shares 4,071 $259K 0.02% +606 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3,043 shares; 2025Q2: 3,824 shares; 2025Q3: 8,035 shares; 2025Q4: 8,501 shares 8,501 $259K 0.02% +466 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3 shares; 2025Q1: 3,884 shares; 2025Q2: 3,869 shares; 2025Q3: 5,132 shares; 2025Q4: 5,174 shares 5,174 $259K 0.02% +42 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,139 shares; 2024Q4: 26 shares; 2025Q1: 41,918 shares; 2025Q2: 42,455 shares; 2025Q3: 28,399 shares; 2025Q4: 21,756 shares 21,756 $258K 0.02% -6,643 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7,763 shares; 2025Q2: 7,608 shares; 2025Q3: 6,973 shares; 2025Q4: 6,658 shares 6,658 $258K 0.02% -315 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4 shares; 2025Q1: 3,841 shares; 2025Q2: 2,783 shares; 2025Q3: 2,905 shares; 2025Q4: 2,787 shares 2,787 $256K 0.02% -118 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 4 shares; 2025Q1: 4,496 shares; 2025Q2: 4,825 shares; 2025Q3: 4,817 shares; 2025Q4: 4,796 shares 4,796 $256K 0.02% -21 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,754 shares; 2025Q2: 5,260 shares; 2025Q3: 5,271 shares; 2025Q4: 5,140 shares 5,140 $256K 0.02% -131 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,588 shares; 2024Q4: 15 shares; 2025Q1: 10,164 shares; 2025Q2: 9,515 shares; 2025Q3: 5,232 shares; 2025Q4: 4,747 shares 4,747 $256K 0.02% -485 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: 1,008 shares; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 683 shares 683 $255K 0.02% -100 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2 shares; 2025Q1: 2,328 shares; 2025Q2: 2,349 shares; 2025Q3: 2,253 shares; 2025Q4: 2,258 shares 2,258 $255K 0.02% +5 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,533 shares 5,533 $254K 0.02% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 182 shares; 2025Q3: 181 shares; 2025Q4: 181 shares 181 $252K 0.02% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,763 shares; 2024Q4: 25 shares; 2025Q1: 9,591 shares; 2025Q2: 9,747 shares; 2025Q3: 8,619 shares; 2025Q4: 10,453 shares 10,453 $252K 0.02% +1,834 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 485 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares 4,939 $251K 0.02% 0 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: 1,459 shares; 2024Q4: 1 shares; 2025Q1: 1,650 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,570 shares 1,570 $250K 0.02% -104 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,459 shares; 2025Q2: 7,459 shares; 2025Q3: 7,459 shares; 2025Q4: 7,459 shares 7,459 $250K 0.02% 0 Timeline REM 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: 11,792 shares; 2024Q4: 11 shares; 2025Q1: 11,231 shares; 2025Q2: 11,231 shares; 2025Q3: 11,231 shares; 2025Q4: 11,246 shares 11,246 $249K 0.02% +15 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 1,083 shares; 2025Q3: 1,108 shares; 2025Q4: 1,085 shares 1,085 $248K 0.02% -23 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,184 shares 7,184 $248K 0.02% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4 shares; 2025Q1: 4,464 shares; 2025Q2: 2,685 shares; 2025Q3: 2,655 shares; 2025Q4: 2,279 shares 2,279 $247K 0.02% -376 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,663 shares 4,663 $246K 0.02% new Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 3,017 shares; 2025Q4: 3,115 shares 3,115 $246K 0.02% +98 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 22,286 shares; 2025Q3: 22,508 shares; 2025Q4: 27,144 shares 27,144 $245K 0.02% +4,636 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 499 shares; 2025Q3: 2,095 shares; 2025Q4: 2,054 shares 2,054 $245K 0.02% -41 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,369 shares 5,369 $245K 0.02% new Timeline BANK AMER CORP INCOME CAP O… BANK AMER CORP INCOME CAP OBLI More: the full row for BANK AMER CORP INCOME CAP OBLI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,385 shares; 2025Q3: 9,486 shares; 2025Q4: 9,588 shares 9,588 $245K 0.02% +102 STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 5 shares; 2025Q1: 6,007 shares; 2025Q2: 4,634 shares; 2025Q3: 4,634 shares; 2025Q4: 6,650 shares 6,650 $245K 0.02% +2,016 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 10 shares; 2025Q1: 12,544 shares; 2025Q2: 13,103 shares; 2025Q3: 18,630 shares; 2025Q4: 16,349 shares 16,349 $244K 0.02% -2,281 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 4 shares; 2025Q1: 3,642 shares; 2025Q2: 3,971 shares; 2025Q3: 3,984 shares; 2025Q4: 4,029 shares 4,029 $244K 0.02% +45 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2 shares; 2025Q1: 3,025 shares; 2025Q2: 2,835 shares; 2025Q3: 1,535 shares; 2025Q4: 1,517 shares 1,517 $243K 0.02% -18 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 714 shares; 2025Q3: 3,131 shares; 2025Q4: 3,714 shares 3,714 $241K 0.02% +583 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 7 shares; 2025Q1: 7,277 shares; 2025Q2: 7,277 shares; 2025Q3: 7,277 shares; 2025Q4: 7,277 shares 7,277 $240K 0.02% 0 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,403 shares; 2025Q4: 3,007 shares 3,007 $240K 0.02% -396 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,084 shares 4,084 $239K 0.02% new Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 3 shares; 2025Q1: 3,664 shares; 2025Q2: 3,655 shares; 2025Q3: 3,437 shares; 2025Q4: 3,572 shares 3,572 $239K 0.02% +135 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $237K 0.02% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,476 shares; 2025Q3: 2,418 shares; 2025Q4: 2,331 shares 2,331 $237K 0.02% -87 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: not reported; 2025Q1: 341 shares; 2025Q2: 1,165 shares; 2025Q3: 1,443 shares; 2025Q4: 1,295 shares 1,295 $236K 0.02% -148 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 1,100 shares; 2025Q3: 929 shares; 2025Q4: 637 shares 637 $235K 0.02% -292 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,215 shares; 2024Q4: 9 shares; 2025Q1: 10,794 shares; 2025Q2: 10,874 shares; 2025Q3: 10,905 shares; 2025Q4: 8,937 shares 8,937 $235K 0.02% -1,968 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,661 shares; 2025Q3: 4,191 shares; 2025Q4: 4,212 shares 4,212 $234K 0.02% +21 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,227 shares; 2024Q4: 22 shares; 2025Q1: 12,493 shares; 2025Q2: 10,944 shares; 2025Q3: 8,624 shares; 2025Q4: 12,322 shares 12,322 $233K 0.02% +3,698 Timeline CAPITAL ONE FINL CORP DEP S… CAPITAL ONE FINL CORP DEP SHS More: the full row for CAPITAL ONE FINL CORP DEP SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,898 shares; 2025Q3: 14,948 shares; 2025Q4: 12,238 shares 12,238 $233K 0.02% -2,710 FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 5 shares; 2025Q1: 4,906 shares; 2025Q2: 4,966 shares; 2025Q3: 4,145 shares; 2025Q4: 4,068 shares 4,068 $232K 0.02% -77 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 1 shares; 2025Q1: 1,724 shares; 2025Q2: 2,093 shares; 2025Q3: 1,848 shares; 2025Q4: 1,811 shares 1,811 $231K 0.02% -37 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,055 shares; 2024Q4: 35 shares; 2025Q1: 36,537 shares; 2025Q2: 37,352 shares; 2025Q3: 38,371 shares; 2025Q4: 36,799 shares 36,799 $231K 0.02% -1,572 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2 shares; 2025Q1: 2,925 shares; 2025Q2: 7,126 shares; 2025Q3: 7,268 shares; 2025Q4: 7,600 shares 7,600 $231K 0.02% +332 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,466 shares; 2024Q4: 39 shares; 2025Q1: 39,076 shares; 2025Q2: 37,447 shares; 2025Q3: 37,447 shares; 2025Q4: 37,447 shares 37,447 $231K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 2 shares; 2025Q1: 2,781 shares; 2025Q2: 2,697 shares; 2025Q3: 2,354 shares; 2025Q4: 2,318 shares 2,318 $230K 0.02% -36 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,650 shares; 2024Q4: 25 shares; 2025Q1: 35,650 shares; 2025Q2: 35,650 shares; 2025Q3: 42,330 shares; 2025Q4: 42,330 shares 42,330 $229K 0.02% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3 shares; 2025Q1: 2,625 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,592 shares 2,592 $228K 0.02% +167 Timeline FPAFY FIRST PACIFIC LTD SPONS ADR More: the full row for FIRST PACIFIC LTD SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,178 shares; 2025Q3: 90,788 shares; 2025Q4: 94,488 shares 94,488 $226K 0.02% +3,700 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3 shares; 2025Q1: 3,153 shares; 2025Q2: 3,172 shares; 2025Q3: 2,949 shares; 2025Q4: 2,817 shares 2,817 $226K 0.02% -132 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: 4,341 shares; 2024Q4: 4 shares; 2025Q1: 5,209 shares; 2025Q2: 5,253 shares; 2025Q3: 5,072 shares; 2025Q4: 5,387 shares 5,387 $226K 0.02% +315 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,889 shares; 2024Q4: 8 shares; 2025Q1: 9,688 shares; 2025Q2: 9,669 shares; 2025Q3: 9,669 shares; 2025Q4: 5,936 shares 5,936 $225K 0.02% -3,733 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,464 shares 3,464 $225K 0.02% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1 shares; 2025Q1: 1,434 shares; 2025Q2: 1,249 shares; 2025Q3: 1,784 shares; 2025Q4: 1,626 shares 1,626 $224K 0.02% -158 Timeline ISNPY INTESA SANPAOLO-SPON ADR More: the full row for INTESA SANPAOLO-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,142 shares; 2025Q3: 12,131 shares; 2025Q4: 5,360 shares 5,360 $224K 0.02% -6,771 Timeline IFNNY INFINEON TECHNOLOGIES-ADR More: the full row for INFINEON TECHNOLOGIES-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,606 shares; 2025Q3: 5,041 shares; 2025Q4: 5,041 shares 5,041 $223K 0.02% 0 Timeline USMF 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: 25,797 shares; 2024Q4: 27 shares; 2025Q1: 4,763 shares; 2025Q2: 4,813 shares; 2025Q3: 4,793 shares; 2025Q4: 4,346 shares 4,346 $223K 0.02% -447 Timeline BAB 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: 25,695 shares; 2024Q4: 25 shares; 2025Q1: 14,559 shares; 2025Q2: 13,907 shares; 2025Q3: 8,370 shares; 2025Q4: 8,176 shares 8,176 $222K 0.02% -194 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3 shares; 2025Q1: 3,552 shares; 2025Q2: 3,763 shares; 2025Q3: 3,674 shares; 2025Q4: 3,980 shares 3,980 $222K 0.02% +306 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: not reported; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 998 shares; 2025Q4: 1,039 shares 1,039 $220K 0.02% +41 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,735 shares; 2024Q4: 4 shares; 2025Q1: 4,735 shares; 2025Q2: 4,735 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares 4,665 $219K 0.02% 0 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,943 shares; 2025Q4: 4,259 shares 4,259 $217K 0.02% +316 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1 shares; 2025Q1: 1,048 shares; 2025Q2: 1,194 shares; 2025Q3: 3,341 shares; 2025Q4: 2,941 shares 2,941 $217K 0.02% -400 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,294 shares; 2025Q3: 2,144 shares; 2025Q4: 2,158 shares 2,158 $217K 0.02% +14 Timeline FRHLF FREEHOLD ROYALTY LTD ORDINARY More: the full row for FREEHOLD ROYALTY LTD ORDINARY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,475 shares; 2025Q3: 19,475 shares; 2025Q4: 19,475 shares 19,475 $216K 0.02% 0 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5,489 shares; 2025Q2: 5,489 shares; 2025Q3: 5,489 shares; 2025Q4: 5,489 shares 5,489 $216K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3 shares; 2025Q1: 3,369 shares; 2025Q2: 4,208 shares; 2025Q3: 2,832 shares; 2025Q4: 5,307 shares 5,307 $213K 0.02% +2,475 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 1,764 shares 1,764 $213K 0.02% +86 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 17,000 shares 17,000 $213K 0.02% +15,000 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 2,486 shares 2,486 $213K 0.02% -2,046 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,859 shares; 2024Q4: 10 shares; 2025Q1: 11,134 shares; 2025Q2: 15,945 shares; 2025Q3: 15,292 shares; 2025Q4: 15,265 shares 15,265 $212K 0.02% -27 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 8 shares; 2025Q1: 8,263 shares; 2025Q2: 8,263 shares; 2025Q3: 8,263 shares; 2025Q4: 8,263 shares 8,263 $212K 0.02% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 4 shares; 2025Q1: 4,483 shares; 2025Q2: 4,722 shares; 2025Q3: 9,075 shares; 2025Q4: 9,075 shares 9,075 $212K 0.02% 0 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5 shares; 2025Q1: 5,799 shares; 2025Q2: 5,799 shares; 2025Q3: 5,799 shares; 2025Q4: 5,723 shares 5,723 $212K 0.02% -76 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2 shares; 2025Q1: 2,595 shares; 2025Q2: 386 shares; 2025Q3: 411 shares; 2025Q4: 403 shares 403 $211K 0.02% -8 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1 shares; 2025Q1: 1,896 shares; 2025Q2: 1,707 shares; 2025Q3: 1,718 shares; 2025Q4: 1,077 shares 1,077 $210K 0.02% -641 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2 shares; 2025Q1: 2,479 shares; 2025Q2: 2,593 shares; 2025Q3: 2,331 shares; 2025Q4: 2,072 shares 2,072 $209K 0.02% -259 Timeline ITA 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: 910 shares; 2024Q4: not reported; 2025Q1: 867 shares; 2025Q2: 893 shares; 2025Q3: 933 shares; 2025Q4: 970 shares 970 $208K 0.02% +37 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares 2,520 $208K 0.02% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 363 shares; 2025Q2: 3,564 shares; 2025Q3: 1,773 shares; 2025Q4: 1,442 shares 1,442 $207K 0.02% -331 Timeline RWR 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: 238 shares; 2024Q4: 2 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 2,108 shares 2,108 $207K 0.02% -30 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: 3,708 shares; 2024Q4: 3 shares; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 3,378 shares; 2025Q4: 3,550 shares 3,550 $206K 0.02% +172 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4 shares; 2025Q1: 5,107 shares; 2025Q2: 3,107 shares; 2025Q3: 6,729 shares; 2025Q4: 6,729 shares 6,729 $206K 0.02% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 134 shares; 2025Q3: 168 shares; 2025Q4: 154 shares 154 $205K 0.02% -14 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 891 shares 891 $205K 0.02% +172 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 3 shares; 2025Q1: 3,422 shares; 2025Q2: 3,410 shares; 2025Q3: 3,106 shares; 2025Q4: 3,234 shares 3,234 $205K 0.02% +128 Timeline DWM 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: 3,252 shares; 2024Q4: 3 shares; 2025Q1: 3,208 shares; 2025Q2: 2,811 shares; 2025Q3: 2,811 shares; 2025Q4: 2,975 shares 2,975 $205K 0.02% +164 Timeline RILYN BRC GROUP HLDGS INC 6.5% SR NT More: the full row for BRC GROUP HLDGS INC 6.5% SR NT 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: 7,893 shares; 2025Q3: 9,593 shares; 2025Q4: 9,593 shares 9,593 $204K 0.02% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3 shares; 2025Q1: 3,643 shares; 2025Q2: 3,296 shares; 2025Q3: 2,254 shares; 2025Q4: 4,115 shares 4,115 $204K 0.02% +1,861 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 2,349 shares 2,349 $202K 0.02% +389 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1 shares; 2025Q1: 1,016 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares 984 $202K 0.02% 0 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: 980 shares; 2024Q4: 1 shares; 2025Q1: 1,768 shares; 2025Q2: 2,460 shares; 2025Q3: 2,190 shares; 2025Q4: 2,242 shares 2,242 $202K 0.02% +52 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3 shares; 2025Q1: 4,339 shares; 2025Q2: 4,723 shares; 2025Q3: 4,195 shares; 2025Q4: 3,913 shares 3,913 $200K 0.02% -282 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 4 shares; 2025Q1: 4,706 shares; 2025Q2: 4,589 shares; 2025Q3: 4,374 shares; 2025Q4: 4,276 shares 4,276 $200K 0.01% -98 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3 shares; 2025Q1: 3,207 shares; 2025Q2: 3,174 shares; 2025Q3: 3,152 shares; 2025Q4: 3,108 shares 3,108 $200K 0.01% -44 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 358 shares; 2025Q4: 715 shares 715 $199K 0.01% +357 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 7 shares; 2025Q1: 7,481 shares; 2025Q2: 7,481 shares; 2025Q3: 7,481 shares; 2025Q4: 7,481 shares 7,481 $198K 0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3 shares; 2025Q1: 4,967 shares; 2025Q2: 5,143 shares; 2025Q3: 5,401 shares; 2025Q4: 5,192 shares 5,192 $198K 0.01% -209 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1 shares; 2025Q1: 1,199 shares; 2025Q2: 3,265 shares; 2025Q3: 1,203 shares; 2025Q4: 1,205 shares 1,205 $197K 0.01% +2 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 7 shares; 2025Q1: 7,677 shares; 2025Q2: 7,677 shares; 2025Q3: 7,427 shares; 2025Q4: 7,527 shares 7,527 $197K 0.01% +100 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,392 shares 2,392 $195K 0.01% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 3 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,328 shares 4,328 $195K 0.01% -172 Timeline PCEF 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: 2,314 shares; 2024Q4: 2 shares; 2025Q1: 2,403 shares; 2025Q2: 4,853 shares; 2025Q3: 4,966 shares; 2025Q4: 9,796 shares 9,796 $195K 0.01% +4,830 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 1 shares; 2025Q1: 1,805 shares; 2025Q2: 9,446 shares; 2025Q3: 9,684 shares; 2025Q4: 1,757 shares 1,757 $194K 0.01% -7,927 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 39,997 shares; 2025Q4: 6,027 shares 6,027 $193K 0.01% -33,970 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 12 shares; 2025Q1: 17,383 shares; 2025Q2: 8,196 shares; 2025Q3: 6,857 shares; 2025Q4: 5,548 shares 5,548 $193K 0.01% -1,309 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2 shares; 2025Q1: 1,366 shares; 2025Q2: 1,130 shares; 2025Q3: 913 shares; 2025Q4: 930 shares 930 $192K 0.01% +17 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,416 shares; 2025Q4: 1,483 shares 1,483 $191K 0.01% +67 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 5 shares; 2025Q1: 5,713 shares; 2025Q2: 5,455 shares; 2025Q3: 2,981 shares; 2025Q4: 2,995 shares 2,995 $191K 0.01% +14 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2 shares; 2025Q1: 2,940 shares; 2025Q2: 2,928 shares; 2025Q3: 2,911 shares; 2025Q4: 2,871 shares 2,871 $190K 0.01% -40 Timeline ITB 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: 1,809 shares; 2024Q4: 1 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 1,809 shares; 2025Q4: 1,967 shares 1,967 $189K 0.01% +158 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 719 shares; 2025Q3: 737 shares; 2025Q4: 729 shares 729 $189K 0.01% -8 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3 shares; 2025Q1: 3,331 shares; 2025Q2: 3,626 shares; 2025Q3: 3,327 shares; 2025Q4: 3,327 shares 3,327 $188K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1 shares; 2025Q1: 1,146 shares; 2025Q2: 1,178 shares; 2025Q3: 1,142 shares; 2025Q4: 1,158 shares 1,158 $187K 0.01% +16 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6 shares; 2025Q1: 6,685 shares; 2025Q2: 9,346 shares; 2025Q3: 9,346 shares; 2025Q4: 9,278 shares 9,278 $186K 0.01% -68 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 659 shares; 2025Q3: 666 shares; 2025Q4: 1,003 shares 1,003 $186K 0.01% +337 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL 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: 11,785 shares 11,785 $186K 0.01% new Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 3 shares; 2025Q1: 5,286 shares; 2025Q2: 5,469 shares; 2025Q3: 5,469 shares; 2025Q4: 5,469 shares 5,469 $186K 0.01% 0 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4 shares; 2025Q1: 4,682 shares; 2025Q2: 4,682 shares; 2025Q3: 4,682 shares; 2025Q4: 4,682 shares 4,682 $185K 0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,791 shares; 2024Q4: 12 shares; 2025Q1: 12,232 shares; 2025Q2: 15,807 shares; 2025Q3: 1,468 shares; 2025Q4: 1,470 shares 1,470 $185K 0.01% +2 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2 shares; 2025Q1: 2,314 shares; 2025Q2: 2,314 shares; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares 2,324 $185K 0.01% 0 Timeline PCF HIGH INCOME SECS FD More: the full row for HIGH INCOME SECS 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: 30,100 shares 30,100 $185K 0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1 shares; 2025Q1: 1,750 shares; 2025Q2: 4,093 shares; 2025Q3: 3,582 shares; 2025Q4: 1,750 shares 1,750 $185K 0.01% -1,832 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: 3 shares; 2025Q1: 3,246 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 4,155 shares 4,155 $185K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 7 shares; 2025Q1: 4,732 shares; 2025Q2: 4,418 shares; 2025Q3: 4,180 shares; 2025Q4: 4,565 shares 4,565 $184K 0.01% +385 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 9 shares; 2025Q1: 7,492 shares; 2025Q2: 6,883 shares; 2025Q3: 5,396 shares; 2025Q4: 4,851 shares 4,851 $184K 0.01% -545 Timeline IYG 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: 876 shares; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 1,372 shares; 2025Q3: 1,365 shares; 2025Q4: 1,990 shares 1,990 $184K 0.01% +625 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,432 shares; 2025Q4: 9,212 shares 9,212 $183K 0.01% +6,780 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 3,530 shares; 2025Q3: 6,557 shares; 2025Q4: 7,311 shares 7,311 $182K 0.01% +754 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,124 shares; 2024Q4: 9 shares; 2025Q1: 8,361 shares; 2025Q2: 7,776 shares; 2025Q3: 7,329 shares; 2025Q4: 6,886 shares 6,886 $181K 0.01% -443 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 493 shares; 2025Q3: 776 shares; 2025Q4: 1,509 shares 1,509 $180K 0.01% +733 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,932 shares; 2024Q4: 11 shares; 2025Q1: 11,209 shares; 2025Q2: 11,358 shares; 2025Q3: 11,510 shares; 2025Q4: 10,172 shares 10,172 $180K 0.01% -1,338 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 2 shares; 2025Q1: 1,933 shares; 2025Q2: 1,819 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $179K 0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: not reported; 2025Q1: 432 shares; 2025Q2: 452 shares; 2025Q3: 679 shares; 2025Q4: 740 shares 740 $179K 0.01% +61 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1 shares; 2025Q1: 2,968 shares; 2025Q2: 3,855 shares; 2025Q3: 3,946 shares; 2025Q4: 3,939 shares 3,939 $176K 0.01% -7 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 655 shares; 2025Q3: 580 shares; 2025Q4: 536 shares 536 $176K 0.01% -44 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 3,166 shares; 2025Q3: 1,243 shares; 2025Q4: 1,236 shares 1,236 $176K 0.01% -7 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,636 shares; 2024Q4: 11 shares; 2025Q1: 10,347 shares; 2025Q2: 5,991 shares; 2025Q3: 3,309 shares; 2025Q4: 2,183 shares 2,183 $173K 0.01% -1,126 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 2,023 shares 2,023 $173K 0.01% +1,462 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,136 shares; 2024Q4: 11 shares; 2025Q1: 16,928 shares; 2025Q2: 13,321 shares; 2025Q3: 13,386 shares; 2025Q4: 12,000 shares 12,000 $172K 0.01% -1,386 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17 shares; 2025Q1: 17,300 shares; 2025Q2: 17,300 shares; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares 17,300 $171K 0.01% 0 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,648 shares; 2025Q3: 7,635 shares; 2025Q4: 6,406 shares 6,406 $171K 0.01% -1,229 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,354 shares; 2024Q4: 7 shares; 2025Q1: 7,779 shares; 2025Q2: 8,409 shares; 2025Q3: 6,470 shares; 2025Q4: 6,045 shares 6,045 $171K 0.01% -425 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5 shares; 2025Q1: 5,103 shares; 2025Q2: 5,103 shares; 2025Q3: 5,103 shares; 2025Q4: 5,103 shares 5,103 $170K 0.01% 0 Timeline PTNQ 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: 2,468 shares; 2024Q4: 2 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,165 shares 2,165 $170K 0.01% 0 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,652 shares; 2024Q4: 21 shares; 2025Q1: 18,575 shares; 2025Q2: 26,620 shares; 2025Q3: 10,654 shares; 2025Q4: 10,276 shares 10,276 $169K 0.01% -378 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,619 shares; 2024Q4: 7 shares; 2025Q1: 3,599 shares; 2025Q2: 3,539 shares; 2025Q3: 3,546 shares; 2025Q4: 3,751 shares 3,751 $169K 0.01% +205 Timeline DGRO 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: 2,080 shares; 2024Q4: 2 shares; 2025Q1: 2,080 shares; 2025Q2: 2,176 shares; 2025Q3: 2,176 shares; 2025Q4: 2,427 shares 2,427 $168K 0.01% +251 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,035 shares; 2024Q4: 10 shares; 2025Q1: 9,718 shares; 2025Q2: 9,245 shares; 2025Q3: 6,891 shares; 2025Q4: 5,833 shares 5,833 $168K 0.01% -1,058 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1 shares; 2025Q1: 1,674 shares; 2025Q2: 1,544 shares; 2025Q3: 1,516 shares; 2025Q4: 1,640 shares 1,640 $168K 0.01% +124 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1 shares; 2025Q1: 872 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 823 shares 823 $167K 0.01% -24 Timeline PHO 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: 2,541 shares; 2024Q4: 2 shares; 2025Q1: 2,546 shares; 2025Q2: 2,370 shares; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares 2,370 $167K 0.01% 0 Timeline NHPAP NATL HLTHCARE PROP INC. 7.375% More: the full row for NATL HLTHCARE PROP INC. 7.375% 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: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 8,625 shares 8,625 $165K 0.01% +5,600 Timeline IXUS 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: 355 shares; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 2,090 shares; 2025Q3: 2,004 shares; 2025Q4: 1,941 shares 1,941 $164K 0.01% -63 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,812 shares; 2024Q4: 20 shares; 2025Q1: 23,814 shares; 2025Q2: 34,098 shares; 2025Q3: 23,792 shares; 2025Q4: 18,494 shares 18,494 $163K 0.01% -5,298 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 539 shares; 2025Q3: 817 shares; 2025Q4: 1,313 shares 1,313 $163K 0.01% +496 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 6 shares; 2025Q1: 6,426 shares; 2025Q2: 7,253 shares; 2025Q3: 8,068 shares; 2025Q4: 8,525 shares 8,525 $163K 0.01% +457 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 3 shares; 2025Q1: 3,756 shares; 2025Q2: 3,792 shares; 2025Q3: 3,827 shares; 2025Q4: 3,540 shares 3,540 $162K 0.01% -287 Timeline STNC HENNESSY FDS TR More: the full row for HENNESSY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,832 shares; 2025Q3: 4,832 shares; 2025Q4: 4,880 shares 4,880 $162K 0.01% +48 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 1 shares; 2025Q1: 1,725 shares; 2025Q2: 1,524 shares; 2025Q3: 1,394 shares; 2025Q4: 1,309 shares 1,309 $161K 0.01% -85 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8 shares; 2025Q1: 8,064 shares; 2025Q2: 6,845 shares; 2025Q3: 6,860 shares; 2025Q4: 6,885 shares 6,885 $161K 0.01% +25 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,421 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares 3,421 $161K 0.01% 0 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,563 shares 2,563 $160K 0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $160K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 2 shares; 2025Q1: 2,400 shares; 2025Q2: 2,447 shares; 2025Q3: 2,362 shares; 2025Q4: 2,360 shares 2,360 $159K 0.01% -2 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1 shares; 2025Q1: 1,074 shares; 2025Q2: 892 shares; 2025Q3: 428 shares; 2025Q4: 355 shares 355 $158K 0.01% -73 AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,819 shares; 2024Q4: 20 shares; 2025Q1: 8,788 shares; 2025Q2: 16,263 shares; 2025Q3: 17,059 shares; 2025Q4: 14,766 shares 14,766 $158K 0.01% -2,293 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,187 shares; 2024Q4: 5 shares; 2025Q1: 5,860 shares; 2025Q2: 8,071 shares; 2025Q3: 7,550 shares; 2025Q4: 6,818 shares 6,818 $157K 0.01% -732 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 618 shares 618 $157K 0.01% +597 Timeline US BANCORP DEL US BANCORP DEL More: the full row for US BANCORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,403 shares; 2025Q3: 10,403 shares; 2025Q4: 6,916 shares 6,916 $156K 0.01% -3,487 AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,756 shares; 2024Q4: 8 shares; 2025Q1: 8,965 shares; 2025Q2: 9,774 shares; 2025Q3: 6,592 shares; 2025Q4: 7,153 shares 7,153 $156K 0.01% +561 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,456 shares; 2024Q4: 9 shares; 2025Q1: 9,531 shares; 2025Q2: 9,570 shares; 2025Q3: 9,608 shares; 2025Q4: 8,346 shares 8,346 $155K 0.01% -1,262 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: not reported; 2025Q1: 2,101 shares; 2025Q2: 1,255 shares; 2025Q3: 1,224 shares; 2025Q4: 1,312 shares 1,312 $155K 0.01% +88 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 14 shares; 2025Q1: 18,455 shares; 2025Q2: 18,455 shares; 2025Q3: 18,455 shares; 2025Q4: 18,455 shares 18,455 $154K 0.01% 0 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,891 shares; 2025Q4: 3,499 shares 3,499 $154K 0.01% -392 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2 shares; 2025Q1: 2,151 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,044 shares 2,044 $154K 0.01% -2 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,323 shares; 2024Q4: 7 shares; 2025Q1: 6,594 shares; 2025Q2: 3,142 shares; 2025Q3: 2,837 shares; 2025Q4: 4,232 shares 4,232 $153K 0.01% +1,395 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1 shares; 2025Q1: 1,804 shares; 2025Q2: 1,895 shares; 2025Q3: 1,711 shares; 2025Q4: 1,457 shares 1,457 $153K 0.01% -254 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 3 shares; 2025Q1: 5,834 shares; 2025Q2: 5,834 shares; 2025Q3: 5,834 shares; 2025Q4: 5,834 shares 5,834 $153K 0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: not reported; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 632 shares; 2025Q4: 1,392 shares 1,392 $153K 0.01% +760 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 14,095 shares; 2025Q4: 18,795 shares 18,795 $152K 0.01% +4,700 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1 shares; 2025Q1: 1,346 shares; 2025Q2: 1,342 shares; 2025Q3: 1,467 shares; 2025Q4: 1,836 shares 1,836 $151K 0.01% +369 Timeline MSML 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: 2,169 shares; 2024Q4: 2 shares; 2025Q1: 2,169 shares; 2025Q2: 2,169 shares; 2025Q3: 2,169 shares; 2025Q4: 2,325 shares 2,325 $151K 0.01% +156 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 830 shares; 2025Q4: 493 shares 493 $151K 0.01% -337 Timeline SPTI 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: 1,856 shares; 2025Q3: 7,247 shares; 2025Q4: 5,222 shares 5,222 $151K 0.01% -2,025 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,735 shares; 2025Q3: 3,873 shares; 2025Q4: 2,387 shares 2,387 $151K 0.01% -1,486 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3 shares; 2025Q1: 2,849 shares; 2025Q2: 2,840 shares; 2025Q3: 3,109 shares; 2025Q4: 3,951 shares 3,951 $151K 0.01% +842 Timeline JNK 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: 1,354 shares; 2024Q4: 1 shares; 2025Q1: 1,622 shares; 2025Q2: 1,969 shares; 2025Q3: 1,542 shares; 2025Q4: 1,546 shares 1,546 $150K 0.01% +4 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 2,195 shares; 2025Q3: 3,200 shares; 2025Q4: 3,160 shares 3,160 $150K 0.01% -40 Timeline SPMA SOUND PT MERIDIAN CAP INC PFD More: the full row for SOUND PT MERIDIAN CAP INC PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 5,900 shares 5,900 $149K 0.01% +2,800 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 10 shares; 2025Q1: 10,130 shares; 2025Q2: 1,439 shares; 2025Q3: 1,418 shares; 2025Q4: 1,529 shares 1,529 $149K 0.01% +111 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 4 shares; 2025Q1: 4,049 shares; 2025Q2: 4,584 shares; 2025Q3: 5,619 shares; 2025Q4: 6,440 shares 6,440 $148K 0.01% +821 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 8 shares; 2025Q1: 1,930 shares; 2025Q2: 1,968 shares; 2025Q3: 4,945 shares; 2025Q4: 4,888 shares 4,888 $148K 0.01% -57 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,841 shares; 2024Q4: 10 shares; 2025Q1: 10,008 shares; 2025Q2: 9,847 shares; 2025Q3: 9,539 shares; 2025Q4: 8,539 shares 8,539 $148K 0.01% -1,000 Timeline ITDD 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: 4,184 shares; 2025Q2: 4,184 shares; 2025Q3: 4,183 shares; 2025Q4: 4,189 shares 4,189 $147K 0.01% +6 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: not reported; 2025Q1: 255 shares; 2025Q2: 4,278 shares; 2025Q3: 6,500 shares; 2025Q4: 7,521 shares 7,521 $147K 0.01% +1,021 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 1 shares; 2025Q1: 1,409 shares; 2025Q2: 372 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares 1,012 $147K 0.01% 0 Timeline LCLG ADVISORS SER TR More: the full row for ADVISORS SER 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: 1,740 shares; 2025Q3: 1,897 shares; 2025Q4: 2,330 shares 2,330 $146K 0.01% +433 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 20 shares 20 $146K 0.01% -2 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 4 shares; 2025Q1: 4,226 shares; 2025Q2: 789 shares; 2025Q3: 2,413 shares; 2025Q4: 2,226 shares 2,226 $146K 0.01% -187 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,967 shares; 2024Q4: 5 shares; 2025Q1: 5,887 shares; 2025Q2: 1,488 shares; 2025Q3: 1,217 shares; 2025Q4: 1,040 shares 1,040 $145K 0.01% -177 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: not reported; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares 3,510 $145K 0.01% 0 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: not reported; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 2,284 shares 2,284 $145K 0.01% +1,903 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 5 shares; 2025Q1: 4,737 shares; 2025Q2: 4,000 shares; 2025Q3: 3,211 shares; 2025Q4: 3,274 shares 3,274 $145K 0.01% +63 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: not reported; 2025Q1: 447 shares; 2025Q2: 632 shares; 2025Q3: 739 shares; 2025Q4: 747 shares 747 $145K 0.01% +8 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,088 shares; 2024Q4: 20 shares; 2025Q1: 20,811 shares; 2025Q2: 21,023 shares; 2025Q3: 4,125 shares; 2025Q4: 3,109 shares 3,109 $145K 0.01% -1,016 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 4 shares; 2025Q1: 4,966 shares; 2025Q2: 7,991 shares; 2025Q3: 8,004 shares; 2025Q4: 8,020 shares 8,020 $144K 0.01% +16 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,094 shares; 2024Q4: 10 shares; 2025Q1: 7,954 shares; 2025Q2: 7,477 shares; 2025Q3: 3,230 shares; 2025Q4: 2,835 shares 2,835 $144K 0.01% -395 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 1 shares; 2025Q1: 1,732 shares; 2025Q2: 2,825 shares; 2025Q3: 2,564 shares; 2025Q4: 2,543 shares 2,543 $144K 0.01% -21 Timeline RWL 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: 1,154 shares; 2024Q4: 1 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares 1,256 $144K 0.01% 0 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 5 shares; 2025Q1: 5,579 shares; 2025Q2: 5,579 shares; 2025Q3: 5,579 shares; 2025Q4: 5,579 shares 5,579 $144K 0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1 shares; 2025Q1: 1,310 shares; 2025Q2: 1,209 shares; 2025Q3: 670 shares; 2025Q4: 692 shares 692 $142K 0.01% +22 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2 shares; 2025Q1: 2,297 shares; 2025Q2: 2,117 shares; 2025Q3: 1,947 shares; 2025Q4: 1,762 shares 1,762 $141K 0.01% -185 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 11 shares; 2025Q1: 11,096 shares; 2025Q2: 10,955 shares; 2025Q3: 10,955 shares; 2025Q4: 10,828 shares 10,828 $140K 0.01% -127 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,938 shares; 2025Q4: 3,789 shares 3,789 $140K 0.01% +1,851 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,797 shares; 2025Q3: 5,313 shares; 2025Q4: 3,458 shares 3,458 $139K 0.01% -1,855 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1 shares; 2025Q1: 1,250 shares; 2025Q2: 1,306 shares; 2025Q3: 1,331 shares; 2025Q4: 1,348 shares 1,348 $139K 0.01% +17 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,347 shares; 2024Q4: 11 shares; 2025Q1: 11,599 shares; 2025Q2: 12,072 shares; 2025Q3: 12,868 shares; 2025Q4: 2,056 shares 2,056 $138K 0.01% -10,812 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,841 shares 3,841 $138K 0.01% +566 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 5,047 shares 5,047 $138K 0.01% +2,047 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,365 shares; 2025Q3: 18,943 shares; 2025Q4: 13,005 shares 13,005 $137K 0.01% -5,938 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,470 shares; 2024Q4: 2 shares; 2025Q1: 1,851 shares; 2025Q2: 2,151 shares; 2025Q3: 2,259 shares; 2025Q4: 2,761 shares 2,761 $137K 0.01% +502 Timeline DAVE DAVE INC More: the full row for DAVE 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: 533 shares; 2025Q3: 613 shares; 2025Q4: 615 shares 615 $136K 0.01% +2 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: 3,627 shares 3,627 $136K 0.01% +2,111 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,882 shares; 2025Q4: 2,524 shares 2,524 $136K 0.01% +642 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1 shares; 2025Q1: 1,324 shares; 2025Q2: 1,270 shares; 2025Q3: 802 shares; 2025Q4: 827 shares 827 $135K 0.01% +25 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: not reported; 2025Q1: 559 shares; 2025Q2: 531 shares; 2025Q3: 529 shares; 2025Q4: 537 shares 537 $135K 0.01% +8 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3 shares; 2025Q1: 2,834 shares; 2025Q2: 2,698 shares; 2025Q3: 2,431 shares; 2025Q4: 2,421 shares 2,421 $133K 0.01% -10 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 15 shares; 2025Q1: 17,680 shares; 2025Q2: 18,570 shares; 2025Q3: 3,317 shares; 2025Q4: 3,071 shares 3,071 $133K 0.01% -246 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 805 shares; 2025Q3: 1,080 shares; 2025Q4: 1,044 shares 1,044 $132K 0.01% -36 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4 shares; 2025Q1: 4,269 shares; 2025Q2: 4,269 shares; 2025Q3: 14,269 shares; 2025Q4: 14,269 shares 14,269 $132K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: not reported; 2025Q1: 897 shares; 2025Q2: 950 shares; 2025Q3: 926 shares; 2025Q4: 910 shares 910 $131K 0.01% -16 Timeline MLPA 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: 640 shares; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,683 shares 2,683 $130K 0.01% +238 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: 2,147 shares; 2024Q4: 2 shares; 2025Q1: 2,133 shares; 2025Q2: 2,136 shares; 2025Q3: 2,163 shares; 2025Q4: 2,173 shares 2,173 $130K 0.01% +10 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 3 shares; 2025Q1: 3,562 shares; 2025Q2: 2,937 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares 2,812 $130K 0.01% 0 Timeline SHAG 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: 9,171 shares; 2024Q4: 9 shares; 2025Q1: 3,748 shares; 2025Q2: 2,820 shares; 2025Q3: 2,210 shares; 2025Q4: 2,689 shares 2,689 $129K 0.01% +479 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 3 shares; 2025Q1: 3,629 shares; 2025Q2: 3,745 shares; 2025Q3: 3,620 shares; 2025Q4: 3,123 shares 3,123 $128K 0.01% -497 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: not reported; 2025Q1: 281 shares; 2025Q2: 1,534 shares; 2025Q3: 1,313 shares; 2025Q4: 1,470 shares 1,470 $128K 0.01% +157 Timeline PGY PAGAYA TECHNOLOGIES LTD More: the full row for PAGAYA TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,781 shares; 2025Q4: 6,121 shares 6,121 $128K 0.01% -2,660 Timeline IGRO 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: 653 shares; 2025Q2: 676 shares; 2025Q3: 845 shares; 2025Q4: 1,541 shares 1,541 $128K 0.01% +696 Timeline HEDJ 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: 350 shares; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 250 shares; 2025Q3: 2,312 shares; 2025Q4: 2,404 shares 2,404 $128K 0.01% +92 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: 12 shares; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 12 shares; 2025Q3: 490 shares; 2025Q4: 561 shares 561 $127K 0.01% +71 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 7 shares; 2025Q1: 8,181 shares; 2025Q2: 5,059 shares; 2025Q3: 4,983 shares; 2025Q4: 2,835 shares 2,835 $127K 0.01% -2,148 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: not reported; 2025Q1: 396 shares; 2025Q2: 406 shares; 2025Q3: 425 shares; 2025Q4: 439 shares 439 $126K 0.01% +14 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: not reported; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares 505 $126K 0.01% 0 Timeline NUVL NUVALENT INC More: the full row for NUVALENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares 1,247 $125K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1 shares; 2025Q1: 1,614 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,614 shares 1,614 $125K 0.01% 0 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: 7 shares; 2025Q1: 7,491 shares; 2025Q2: 8,284 shares; 2025Q3: 9,207 shares; 2025Q4: 9,231 shares 9,231 $125K 0.01% +24 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 1 shares; 2025Q1: 1,949 shares; 2025Q2: 1,777 shares; 2025Q3: 2,055 shares; 2025Q4: 2,051 shares 2,051 $125K 0.01% -4 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: not reported; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 827 shares; 2025Q4: 820 shares 820 $125K 0.01% -7 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1 shares; 2025Q1: 1,745 shares; 2025Q2: 3,482 shares; 2025Q3: 3,279 shares; 2025Q4: 3,098 shares 3,098 $124K 0.01% -181 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 149 shares; 2025Q3: 122 shares; 2025Q4: 116 shares 116 $124K 0.01% -6 Timeline