KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,376 shares; 2024Q4: 13,119 shares; 2025Q1: 12,784 shares; 2025Q2: 14,267 shares; 2025Q3: 15,210 shares 15,210 $431K 0.02% +943 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,793 shares; 2025Q1: 2,895 shares; 2025Q2: 3,079 shares; 2025Q3: 3,388 shares 3,388 $429K 0.02% +309 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 15,907 shares; 2025Q1: 11,282 shares; 2025Q2: 17,997 shares; 2025Q3: 13,740 shares 13,740 $428K 0.02% -4,257 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,246 shares; 2025Q1: 3,086 shares; 2025Q2: 2,273 shares; 2025Q3: 2,488 shares 2,488 $422K 0.01% +215 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 2,601 shares; 2025Q1: 7,715 shares; 2025Q2: 8,834 shares; 2025Q3: 5,981 shares 5,981 $421K 0.01% -2,853 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $419K 0.01% 0 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,976 shares; 2025Q1: 2,060 shares; 2025Q2: 2,205 shares; 2025Q3: 2,424 shares 2,424 $419K 0.01% +219 Timeline INSG INSEEGO CORP More: the full row for INSEEGO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,885 shares 27,885 $417K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 1,095 shares; 2025Q1: 2,347 shares; 2025Q2: 2,189 shares; 2025Q3: 2,761 shares 2,761 $417K 0.01% +572 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 166 shares; 2025Q1: 870 shares; 2025Q2: 348 shares; 2025Q3: 2,926 shares 2,926 $415K 0.01% +2,578 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 3,716 shares; 2025Q1: 3,716 shares; 2025Q2: 3,717 shares; 2025Q3: 3,719 shares 3,719 $415K 0.01% +2 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,005 shares; 2024Q4: 12,518 shares; 2025Q1: 20,014 shares; 2025Q2: 19,870 shares; 2025Q3: 20,022 shares 20,022 $412K 0.01% +152 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 740 shares; 2025Q1: 5,619 shares; 2025Q2: 14,825 shares; 2025Q3: 8,444 shares 8,444 $411K 0.01% -6,381 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 678 shares; 2025Q3: 1,517 shares 1,517 $411K 0.01% +839 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 885 shares; 2025Q1: 238 shares; 2025Q2: 616 shares; 2025Q3: 1,701 shares 1,701 $409K 0.01% +1,085 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 8 shares; 2025Q2: 7,130 shares; 2025Q3: 7,200 shares 7,200 $407K 0.01% +70 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,876 shares; 2024Q4: 48,225 shares; 2025Q1: 43,412 shares; 2025Q2: 19,376 shares; 2025Q3: 19,515 shares 19,515 $404K 0.01% +139 EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 251 shares; 2025Q1: 3,542 shares; 2025Q2: 3,532 shares; 2025Q3: 2,859 shares 2,859 $403K 0.01% -673 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,797 shares; 2025Q1: 2,337 shares; 2025Q2: 2,475 shares; 2025Q3: 3,951 shares 3,951 $401K 0.01% +1,476 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,234 shares; 2025Q1: 3,333 shares; 2025Q2: 3,683 shares; 2025Q3: 3,714 shares 3,714 $400K 0.01% +31 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,047 shares; 2025Q1: 2,171 shares; 2025Q2: 2,488 shares; 2025Q3: 2,497 shares 2,497 $399K 0.01% +9 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 772 shares; 2025Q1: 3,291 shares; 2025Q2: 2,180 shares; 2025Q3: 40,702 shares 40,702 $398K 0.01% +38,522 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 4,958 shares; 2025Q1: 5,728 shares; 2025Q2: 7,535 shares; 2025Q3: 10,453 shares 10,453 $397K 0.01% +2,918 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,689 shares; 2024Q4: 36,072 shares; 2025Q1: 34,132 shares; 2025Q2: 3,902 shares; 2025Q3: 4,033 shares 4,033 $395K 0.01% +131 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,423 shares; 2025Q1: 676 shares; 2025Q2: 639 shares; 2025Q3: 657 shares 657 $392K 0.01% +18 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 9,015 shares; 2025Q1: 9,037 shares; 2025Q2: 8,872 shares; 2025Q3: 8,902 shares 8,902 $392K 0.01% +30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,959 shares; 2025Q1: 2,313 shares; 2025Q2: 2,729 shares; 2025Q3: 3,205 shares 3,205 $389K 0.01% +476 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,343 shares; 2025Q1: 1,636 shares; 2025Q2: 1,874 shares; 2025Q3: 1,644 shares 1,644 $388K 0.01% -230 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,138 shares; 2024Q4: 20,837 shares; 2025Q1: 23,334 shares; 2025Q2: 22,195 shares; 2025Q3: 14,679 shares 14,679 $386K 0.01% -7,516 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 7,091 shares 7,091 $384K 0.01% +7,090 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,753 shares; 2025Q1: 1,906 shares; 2025Q2: 2,400 shares; 2025Q3: 2,657 shares 2,657 $384K 0.01% +257 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,080 shares; 2025Q1: 5,115 shares; 2025Q2: 5,051 shares; 2025Q3: 4,090 shares 4,090 $383K 0.01% -961 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 410 shares 410 $383K 0.01% +21 Timeline JPST 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,611 shares; 2025Q1: 6,347 shares; 2025Q2: 6,882 shares; 2025Q3: 7,544 shares 7,544 $383K 0.01% +662 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 3,183 shares; 2025Q1: 3,183 shares; 2025Q2: 3,133 shares; 2025Q3: 2,950 shares 2,950 $383K 0.01% -183 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,016 shares; 2024Q4: 13,318 shares; 2025Q1: 13,324 shares; 2025Q2: 13,135 shares; 2025Q3: 13,037 shares 13,037 $382K 0.01% -98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 3,237 shares; 2025Q2: 2,257 shares; 2025Q3: 4,976 shares 4,976 $380K 0.01% +2,719 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 4,051 shares; 2025Q1: 4,064 shares; 2025Q2: 4,076 shares; 2025Q3: 4,104 shares 4,104 $379K 0.01% +28 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,892 shares; 2024Q4: 15,335 shares; 2025Q1: 17,237 shares; 2025Q2: 19,596 shares; 2025Q3: 13,530 shares 13,530 $378K 0.01% -6,066 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 5,339 shares; 2025Q1: 1,881 shares; 2025Q2: 2,000 shares; 2025Q3: 3,755 shares 3,755 $377K 0.01% +1,755 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,657 shares; 2025Q1: 5,882 shares; 2025Q2: 6,382 shares; 2025Q3: 7,103 shares 7,103 $373K 0.01% +721 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,113 shares; 2024Q4: 18,945 shares; 2025Q1: 16,227 shares; 2025Q2: 16,350 shares; 2025Q3: 16,175 shares 16,175 $373K 0.01% -175 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 6,172 shares; 2025Q1: 6,376 shares; 2025Q2: 7,881 shares; 2025Q3: 8,830 shares 8,830 $371K 0.01% +949 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,236 shares; 2025Q1: 1,630 shares; 2025Q2: 1,880 shares; 2025Q3: 2,227 shares 2,227 $370K 0.01% +347 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,490 shares; 2024Q4: 24,624 shares; 2025Q1: 15,113 shares; 2025Q2: 15,280 shares; 2025Q3: 15,682 shares 15,682 $369K 0.01% +402 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 56 shares; 2025Q1: 5,209 shares; 2025Q2: 6,012 shares; 2025Q3: 5,064 shares 5,064 $369K 0.01% -948 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 3,286 shares 3,286 $368K 0.01% +786 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,063 shares; 2025Q1: 1,314 shares; 2025Q2: 1,765 shares; 2025Q3: 2,854 shares 2,854 $368K 0.01% +1,089 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 13,689 shares; 2025Q1: 9,028 shares; 2025Q2: 11,006 shares; 2025Q3: 10,172 shares 10,172 $368K 0.01% -834 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,922 shares; 2025Q1: 2,499 shares; 2025Q2: 2,780 shares; 2025Q3: 1,903 shares 1,903 $368K 0.01% -877 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,251 shares; 2025Q1: 1,444 shares; 2025Q2: 1,650 shares; 2025Q3: 1,576 shares 1,576 $367K 0.01% -74 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,107 shares; 2025Q1: 4,119 shares; 2025Q2: 4,131 shares; 2025Q3: 4,467 shares 4,467 $366K 0.01% +336 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 164 shares; 2025Q1: 315 shares; 2025Q2: 574 shares; 2025Q3: 1,409 shares 1,409 $364K 0.01% +835 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,939 shares; 2025Q2: 1,939 shares; 2025Q3: 3,225 shares 3,225 $362K 0.01% +1,286 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 2,985 shares; 2025Q1: 4,126 shares; 2025Q2: 4,823 shares; 2025Q3: 4,795 shares 4,795 $362K 0.01% -28 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 5,723 shares; 2025Q1: 5,718 shares; 2025Q2: 5,861 shares; 2025Q3: 5,042 shares 5,042 $361K 0.01% -819 Timeline KIDS ORTHOPEDIATRICS CORP More: the full row for ORTHOPEDIATRICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,461 shares; 2024Q4: 19,461 shares; 2025Q1: 19,461 shares; 2025Q2: 19,461 shares; 2025Q3: 19,461 shares 19,461 $361K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 1,485 shares; 2025Q2: 1,642 shares; 2025Q3: 2,023 shares 2,023 $360K 0.01% +381 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 159 shares; 2025Q2: 116 shares; 2025Q3: 154 shares 154 $360K 0.01% +38 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,721 shares; 2025Q1: 1,521 shares; 2025Q2: 3,224 shares; 2025Q3: 4,700 shares 4,700 $359K 0.01% +1,476 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 4,889 shares; 2025Q1: 5,323 shares; 2025Q2: 6,174 shares; 2025Q3: 6,320 shares 6,320 $359K 0.01% +146 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,578 shares; 2024Q4: 8,531 shares; 2025Q1: 7,913 shares; 2025Q2: 7,369 shares; 2025Q3: 7,355 shares 7,355 $358K 0.01% -14 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 701 shares; 2025Q2: 3,502 shares; 2025Q3: 3,907 shares 3,907 $353K 0.01% +405 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 17,747 shares 17,747 $353K 0.01% +16,747 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 4,329 shares; 2025Q1: 4,329 shares; 2025Q2: 4,130 shares; 2025Q3: 4,200 shares 4,200 $347K 0.01% +70 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,940 shares; 2025Q1: 3,954 shares; 2025Q2: 3,972 shares; 2025Q3: 3,988 shares 3,988 $347K 0.01% +16 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,621 shares; 2025Q1: 3,616 shares; 2025Q2: 3,763 shares; 2025Q3: 3,765 shares 3,765 $345K 0.01% +2 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 5,033 shares; 2025Q1: 5,761 shares; 2025Q2: 6,792 shares; 2025Q3: 4,646 shares 4,646 $345K 0.01% -2,146 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 211 shares; 2025Q1: 260 shares; 2025Q2: 230 shares; 2025Q3: 1,663 shares 1,663 $344K 0.01% +1,433 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 7,065 shares; 2025Q1: 7,365 shares; 2025Q2: 6,398 shares; 2025Q3: 6,398 shares 6,398 $343K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 643 shares; 2025Q1: 986 shares; 2025Q2: 1,038 shares; 2025Q3: 1,040 shares 1,040 $342K 0.01% +2 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 134 shares; 2025Q1: 272 shares; 2025Q2: 569 shares; 2025Q3: 2,347 shares 2,347 $342K 0.01% +1,778 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,830 shares; 2024Q4: 23,040 shares; 2025Q1: 34,608 shares; 2025Q2: 32,835 shares; 2025Q3: 21,017 shares 21,017 $341K 0.01% -11,818 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,062 shares; 2025Q1: 702 shares; 2025Q2: 752 shares; 2025Q3: 2,756 shares 2,756 $340K 0.01% +2,004 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,554 shares; 2025Q1: 5,227 shares; 2025Q2: 4,698 shares; 2025Q3: 4,701 shares 4,701 $339K 0.01% +3 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 486 shares; 2025Q1: 836 shares; 2025Q2: 811 shares; 2025Q3: 863 shares 863 $338K 0.01% +52 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,660 shares; 2025Q1: 6,557 shares; 2025Q2: 6,564 shares; 2025Q3: 6,570 shares 6,570 $337K 0.01% +6 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,003 shares 8,003 $336K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 456 shares; 2025Q1: 555 shares; 2025Q2: 764 shares; 2025Q3: 800 shares 800 $332K 0.01% +36 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 37 shares; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: 606 shares 606 $331K 0.01% +505 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,864 shares; 2025Q1: 19,621 shares; 2025Q2: 18,707 shares; 2025Q3: 19,508 shares 19,508 $330K 0.01% +801 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 4,350 shares; 2025Q1: 4,417 shares; 2025Q2: 4,776 shares; 2025Q3: 5,470 shares 5,470 $329K 0.01% +694 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 321 shares; 2025Q1: 694 shares; 2025Q2: 217 shares; 2025Q3: 5,273 shares 5,273 $324K 0.01% +5,056 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,744 shares; 2024Q4: 16,216 shares; 2025Q1: 17,073 shares; 2025Q2: 19,466 shares; 2025Q3: 21,655 shares 21,655 $324K 0.01% +2,189 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,758 shares; 2025Q1: 2,255 shares; 2025Q2: 2,608 shares; 2025Q3: 2,442 shares 2,442 $323K 0.01% -166 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,009 shares; 2024Q4: 13,281 shares; 2025Q1: 16,482 shares; 2025Q2: 16,104 shares; 2025Q3: 16,266 shares 16,266 $321K 0.01% +162 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 7 shares; 2025Q1: 266 shares; 2025Q2: 100 shares; 2025Q3: 2,476 shares 2,476 $320K 0.01% +2,376 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,257 shares; 2025Q1: 2,303 shares; 2025Q2: 2,493 shares; 2025Q3: 2,297 shares 2,297 $318K 0.01% -196 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 3 shares; 2025Q1: 406 shares; 2025Q2: 504 shares; 2025Q3: 600 shares 600 $317K 0.01% +96 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 84 shares; 2025Q1: 189 shares; 2025Q2: 436 shares; 2025Q3: 503 shares 503 $317K 0.01% +67 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 1,254 shares; 2025Q1: 1,643 shares; 2025Q2: 2,316 shares; 2025Q3: 3,859 shares 3,859 $317K 0.01% +1,543 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 605 shares; 2025Q1: 728 shares; 2025Q2: 838 shares; 2025Q3: 1,028 shares 1,028 $314K 0.01% +190 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 565 shares; 2025Q1: 939 shares; 2025Q2: 1,407 shares; 2025Q3: 1,594 shares 1,594 $313K 0.01% +187 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,892 shares; 2025Q1: 4,682 shares; 2025Q2: 6,570 shares; 2025Q3: 6,830 shares 6,830 $311K 0.01% +260 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 904 shares; 2025Q1: 797 shares; 2025Q2: 583 shares; 2025Q3: 616 shares 616 $307K 0.01% +33 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,997 shares; 2024Q4: 14,477 shares; 2025Q1: 12,619 shares; 2025Q2: 10,383 shares; 2025Q3: 6,422 shares 6,422 $304K 0.01% -3,961 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,484 shares; 2024Q4: 9,966 shares; 2025Q1: 9,673 shares; 2025Q2: 8,718 shares; 2025Q3: 8,223 shares 8,223 $303K 0.01% -495 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 725 shares; 2025Q1: 938 shares; 2025Q2: 961 shares; 2025Q3: 709 shares 709 $302K 0.01% -252 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,094 shares 5,094 $301K 0.01% new Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,786 shares; 2025Q1: 1,847 shares; 2025Q2: 1,976 shares; 2025Q3: 2,228 shares 2,228 $299K 0.01% +252 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,329 shares; 2025Q1: 3,506 shares; 2025Q2: 3,803 shares; 2025Q3: 4,297 shares 4,297 $297K 0.01% +494 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,195 shares; 2025Q1: 2,714 shares; 2025Q2: 2,022 shares; 2025Q3: 11,195 shares 11,195 $296K 0.01% +9,173 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,641 shares; 2024Q4: 12,912 shares; 2025Q1: 17,048 shares; 2025Q2: 15,471 shares; 2025Q3: 15,635 shares 15,635 $294K 0.01% +164 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 37 shares; 2025Q1: 353 shares; 2025Q2: 243 shares; 2025Q3: 1,796 shares 1,796 $292K 0.01% +1,553 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 1,395 shares; 2025Q1: 2,046 shares; 2025Q2: 3,589 shares; 2025Q3: 3,256 shares 3,256 $292K 0.01% -333 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,138 shares; 2024Q4: 5,534 shares; 2025Q1: 11,735 shares; 2025Q2: 4,419 shares; 2025Q3: 4,783 shares 4,783 $292K 0.01% +364 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,513 shares; 2025Q1: 5,006 shares; 2025Q2: 5,541 shares; 2025Q3: 5,630 shares 5,630 $291K 0.01% +89 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,915 shares; 2025Q1: 7,115 shares; 2025Q2: 7,283 shares; 2025Q3: 6,852 shares 6,852 $289K 0.01% -431 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,590 shares; 2025Q1: 2,622 shares; 2025Q2: 2,635 shares; 2025Q3: 2,578 shares 2,578 $287K 0.01% -57 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 2,995 shares; 2025Q1: 2,937 shares; 2025Q2: 2,953 shares; 2025Q3: 3,914 shares 3,914 $286K 0.01% +961 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,960 shares; 2025Q2: 3,320 shares; 2025Q3: 2,500 shares 2,500 $285K 0.01% -820 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 20 shares; 2025Q3: 1,251 shares 1,251 $284K 0.01% +1,231 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,171 shares; 2024Q4: 7,763 shares; 2025Q1: 6,347 shares; 2025Q2: 6,369 shares; 2025Q3: 6,031 shares 6,031 $283K 0.01% -338 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,563 shares; 2024Q4: 11,068 shares; 2025Q1: 10,070 shares; 2025Q2: 7,568 shares; 2025Q3: 6,101 shares 6,101 $281K 0.01% -1,467 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 988 shares; 2025Q1: 1,298 shares; 2025Q2: 1,397 shares; 2025Q3: 1,421 shares 1,421 $278K 0.01% +24 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: 4,269 shares 4,269 $278K 0.01% +4,097 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 465 shares; 2025Q1: 531 shares; 2025Q2: 2,028 shares; 2025Q3: 2,032 shares 2,032 $275K 0.01% +4 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,306 shares; 2025Q1: 3,199 shares; 2025Q2: 8,658 shares; 2025Q3: 8,564 shares 8,564 $273K 0.01% -94 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 6,545 shares; 2025Q1: 5,628 shares; 2025Q2: 2,921 shares; 2025Q3: 2,795 shares 2,795 $266K 0.01% -126 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 121 shares; 2025Q1: 223 shares; 2025Q2: 395 shares; 2025Q3: 555 shares 555 $265K 0.01% +160 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 717 shares; 2025Q1: 1,500 shares; 2025Q2: 2,543 shares; 2025Q3: 2,087 shares 2,087 $265K 0.01% -456 Timeline CGMS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 5,727 shares; 2025Q3: 9,521 shares 9,521 $264K 0.01% +3,794 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,470 shares; 2025Q1: 3,239 shares; 2025Q2: 3,276 shares; 2025Q3: 2,899 shares 2,899 $264K 0.01% -377 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 8,550 shares; 2025Q1: 15,894 shares; 2025Q2: 18,309 shares; 2025Q3: 9,730 shares 9,730 $263K 0.01% -8,579 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 63 shares; 2025Q1: 579 shares; 2025Q2: 1,660 shares; 2025Q3: 1,860 shares 1,860 $258K 0.01% +200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,224 shares; 2025Q1: 3,824 shares; 2025Q2: 3,517 shares; 2025Q3: 3,507 shares 3,507 $257K 0.01% -10 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 197 shares; 2025Q1: 246 shares; 2025Q2: 354 shares; 2025Q3: 5,042 shares 5,042 $256K 0.01% +4,688 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 354 shares; 2025Q1: 573 shares; 2025Q2: 1,672 shares; 2025Q3: 2,099 shares 2,099 $255K 0.01% +427 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,360 shares; 2025Q1: 1,974 shares; 2025Q2: 5,279 shares; 2025Q3: 5,928 shares 5,928 $254K 0.01% +649 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 344 shares; 2025Q1: 571 shares; 2025Q2: 6,811 shares; 2025Q3: 7,042 shares 7,042 $254K 0.01% +231 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,850 shares; 2024Q4: 13,085 shares; 2025Q1: 8,346 shares; 2025Q2: 6,191 shares; 2025Q3: 5,344 shares 5,344 $254K 0.01% -847 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 433 shares; 2025Q1: 584 shares; 2025Q2: 717 shares; 2025Q3: 784 shares 784 $253K 0.01% +67 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,562 shares; 2025Q1: 1,570 shares; 2025Q2: 1,494 shares; 2025Q3: 1,433 shares 1,433 $253K 0.01% -61 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 1,327 shares; 2025Q1: 1,440 shares; 2025Q2: 1,448 shares; 2025Q3: 1,508 shares 1,508 $253K 0.01% +60 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 81 shares; 2025Q1: 53 shares; 2025Q2: 177 shares; 2025Q3: 448 shares 448 $252K 0.01% +271 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 8,982 shares; 2025Q1: 9,154 shares; 2025Q2: 11,340 shares; 2025Q3: 9,299 shares 9,299 $251K 0.01% -2,041 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 412 shares; 2025Q3: 2,864 shares 2,864 $247K 0.01% +2,452 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 5,227 shares; 2025Q1: 1,584 shares; 2025Q2: 3,125 shares; 2025Q3: 2,984 shares 2,984 $246K 0.01% -141 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 188 shares; 2025Q1: 252 shares; 2025Q2: 226 shares; 2025Q3: 1,985 shares 1,985 $243K 0.01% +1,759 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 686 shares; 2025Q1: 681 shares; 2025Q2: 1,315 shares; 2025Q3: 824 shares 824 $242K 0.01% -491 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 616 shares; 2025Q1: 783 shares; 2025Q2: 866 shares; 2025Q3: 839 shares 839 $240K 0.01% -27 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,408 shares; 2025Q1: 3,071 shares; 2025Q2: 4,057 shares; 2025Q3: 3,990 shares 3,990 $238K 0.01% -67 Timeline QCOC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,589 shares; 2025Q1: 11,589 shares; 2025Q2: 11,589 shares; 2025Q3: 10,789 shares 10,789 $238K 0.01% -800 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 8,167 shares; 2025Q3: 9,255 shares 9,255 $235K 0.01% +1,088 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 1,639 shares; 2025Q1: 2,264 shares; 2025Q2: 4,289 shares; 2025Q3: 5,186 shares 5,186 $233K 0.01% +897 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 87 shares; 2025Q1: 1,120 shares; 2025Q2: 1,230 shares; 2025Q3: 1,300 shares 1,300 $232K 0.01% +70 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 4,548 shares; 2025Q1: 2,053 shares; 2025Q2: 2,596 shares; 2025Q3: 3,827 shares 3,827 $231K 0.01% +1,231 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,250 shares; 2025Q1: 7,754 shares; 2025Q2: 5,163 shares; 2025Q3: 5,237 shares 5,237 $231K 0.01% +74 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,075 shares; 2025Q2: 2,066 shares; 2025Q3: 2,097 shares 2,097 $230K 0.01% +31 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 3,415 shares; 2025Q1: 5,033 shares; 2025Q2: 2,721 shares; 2025Q3: 2,948 shares 2,948 $229K 0.01% +227 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,199 shares; 2024Q4: 11,345 shares; 2025Q1: 3,272 shares; 2025Q2: 3,811 shares; 2025Q3: 3,978 shares 3,978 $229K 0.01% +167 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 103 shares; 2025Q1: 544 shares; 2025Q2: 775 shares; 2025Q3: 2,457 shares 2,457 $229K 0.01% +1,682 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 274 shares; 2025Q1: 1,675 shares; 2025Q2: 2,829 shares; 2025Q3: 3,388 shares 3,388 $228K 0.01% +559 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 1,994 shares; 2025Q1: 3,657 shares; 2025Q2: 3,903 shares; 2025Q3: 3,392 shares 3,392 $227K 0.01% -511 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 10,025 shares; 2025Q1: 4,358 shares; 2025Q2: 5,326 shares; 2025Q3: 5,096 shares 5,096 $227K 0.01% -230 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: 914 shares; 2025Q3: 2,480 shares 2,480 $227K 0.01% +1,566 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 151 shares; 2025Q1: 522 shares; 2025Q2: 877 shares; 2025Q3: 984 shares 984 $226K 0.01% +107 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares 2,288 $226K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 609 shares; 2025Q1: 670 shares; 2025Q2: 851 shares; 2025Q3: 349 shares 349 $223K 0.01% -502 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 1,059 shares; 2025Q1: 1,132 shares; 2025Q2: 415 shares; 2025Q3: 482 shares 482 $220K 0.01% +67 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 209 shares; 2025Q1: 669 shares; 2025Q2: 1,048 shares; 2025Q3: 892 shares 892 $220K 0.01% -156 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 28 shares; 2025Q2: 123 shares; 2025Q3: 10,663 shares 10,663 $220K 0.01% +10,540 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 9,271 shares; 2025Q1: 3,317 shares; 2025Q2: 2,614 shares; 2025Q3: 2,894 shares 2,894 $220K 0.01% +280 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 4,589 shares 4,589 $220K 0.01% +2,305 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,691 shares; 2025Q1: 2,922 shares; 2025Q2: 7,101 shares; 2025Q3: 4,629 shares 4,629 $219K 0.01% -2,472 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,274 shares; 2025Q1: 2,396 shares; 2025Q2: 3,287 shares; 2025Q3: 3,483 shares 3,483 $218K 0.01% +196 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 6,375 shares 6,375 $218K 0.01% +3,125 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,601 shares; 2025Q1: 1,605 shares; 2025Q2: 2,348 shares; 2025Q3: 6,989 shares 6,989 $218K 0.01% +4,641 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 3,419 shares; 2025Q1: 3,329 shares; 2025Q2: 4,157 shares; 2025Q3: 4,288 shares 4,288 $216K 0.01% +131 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 6,066 shares; 2025Q1: 3,013 shares; 2025Q2: 2,788 shares; 2025Q3: 2,091 shares 2,091 $216K 0.01% -697 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 3,777 shares; 2025Q1: 2,401 shares; 2025Q2: 4,737 shares; 2025Q3: 11,632 shares 11,632 $213K 0.01% +6,895 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 1,729 shares 1,729 $212K 0.01% +785 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 6,742 shares; 2025Q1: 7,214 shares; 2025Q2: 6,644 shares; 2025Q3: 7,771 shares 7,771 $212K 0.01% +1,127 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,634 shares; 2025Q1: 5,512 shares; 2025Q2: 5,150 shares; 2025Q3: 3,704 shares 3,704 $211K 0.01% -1,446 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 275 shares; 2025Q1: 882 shares; 2025Q2: 1,154 shares; 2025Q3: 1,834 shares 1,834 $210K 0.01% +680 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,421 shares; 2024Q4: 9,036 shares; 2025Q1: 7,227 shares; 2025Q2: 4,040 shares; 2025Q3: 3,932 shares 3,932 $210K 0.01% -108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 369 shares; 2025Q1: 376 shares; 2025Q2: 575 shares; 2025Q3: 801 shares 801 $209K 0.01% +226 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 437 shares; 2025Q1: 2,575 shares; 2025Q2: 2,577 shares; 2025Q3: 2,837 shares 2,837 $208K 0.01% +260 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 722 shares; 2025Q1: 931 shares; 2025Q2: 1,537 shares; 2025Q3: 3,088 shares 3,088 $208K 0.01% +1,551 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,242 shares; 2025Q1: 1,234 shares; 2025Q2: 2,663 shares; 2025Q3: 2,825 shares 2,825 $208K 0.01% +162 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: 4,323 shares; 2025Q1: 5,280 shares; 2025Q2: 6,119 shares; 2025Q3: 7,145 shares 7,145 $207K 0.01% +1,026 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 15,719 shares; 2025Q1: 10,580 shares; 2025Q2: 9,963 shares; 2025Q3: 8,994 shares 8,994 $206K 0.01% -969 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 1,415 shares; 2025Q1: 2,160 shares; 2025Q2: 585 shares; 2025Q3: 2,345 shares 2,345 $206K 0.01% +1,760 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,645 shares; 2025Q3: 3,561 shares 3,561 $205K 0.01% +916 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 1,189 shares; 2025Q1: 2,362 shares; 2025Q2: 2,118 shares; 2025Q3: 1,971 shares 1,971 $205K 0.01% -147 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 2,030 shares 2,030 $204K 0.01% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 272 shares; 2025Q1: 1,020 shares; 2025Q2: 867 shares; 2025Q3: 844 shares 844 $201K 0.01% -23 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 2,016 shares; 2025Q1: 2,754 shares; 2025Q2: 2,307 shares; 2025Q3: 1,676 shares 1,676 $201K 0.01% -631 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,214 shares; 2024Q4: 63,548 shares; 2025Q1: 61,321 shares; 2025Q2: 50,463 shares; 2025Q3: 49,677 shares 49,677 $201K 0.01% -786 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 372 shares; 2025Q3: 5,241 shares 5,241 $200K 0.01% +4,869 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,575 shares; 2025Q3: 6,070 shares 6,070 $199K 0.01% -7,505 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,311 shares; 2025Q1: 1,326 shares; 2025Q2: 1,388 shares; 2025Q3: 1,394 shares 1,394 $198K 0.01% +6 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 6,476 shares 6,476 $198K 0.01% +5,954 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,300 shares; 2025Q1: 1,556 shares; 2025Q2: 1,545 shares; 2025Q3: 1,349 shares 1,349 $197K 0.01% -196 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 8,317 shares; 2025Q1: 7,742 shares; 2025Q2: 10,355 shares; 2025Q3: 9,150 shares 9,150 $197K 0.01% -1,205 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,454 shares; 2024Q4: 9,782 shares; 2025Q1: 10,504 shares; 2025Q2: 13,436 shares; 2025Q3: 13,444 shares 13,444 $197K 0.01% +8 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 432 shares; 2025Q1: 676 shares; 2025Q2: 912 shares; 2025Q3: 1,479 shares 1,479 $196K 0.01% +567 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,458 shares; 2024Q4: 9,789 shares; 2025Q1: 9,881 shares; 2025Q2: 9,979 shares; 2025Q3: 10,059 shares 10,059 $195K 0.01% +80 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 4,428 shares; 2025Q1: 2,939 shares; 2025Q2: 3,539 shares; 2025Q3: 5,659 shares 5,659 $195K 0.01% +2,120 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 832 shares; 2025Q2: 859 shares; 2025Q3: 862 shares 862 $192K 0.01% +3 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 380 shares; 2025Q1: 497 shares; 2025Q2: 644 shares; 2025Q3: 593 shares 593 $192K 0.01% -51 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,959 shares; 2025Q2: 6,364 shares; 2025Q3: 2,514 shares 2,514 $191K 0.01% -3,850 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,943 shares; 2025Q1: 1,013 shares; 2025Q2: 808 shares; 2025Q3: 661 shares 661 $191K 0.01% -147 Timeline QSPT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 6,130 shares 6,130 $190K 0.01% +5,678 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 7,690 shares; 2025Q1: 8,514 shares; 2025Q2: 8,667 shares; 2025Q3: 8,817 shares 8,817 $190K 0.01% +150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,901 shares; 2025Q1: 789 shares; 2025Q2: 887 shares; 2025Q3: 1,077 shares 1,077 $188K 0.01% +190 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,389 shares; 2025Q1: 3,992 shares; 2025Q2: 4,579 shares; 2025Q3: 3,392 shares 3,392 $188K 0.01% -1,187 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 327 shares; 2025Q1: 216 shares; 2025Q2: 942 shares; 2025Q3: 2,230 shares 2,230 $187K 0.01% +1,288 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 4,601 shares; 2025Q1: 5,370 shares; 2025Q2: 7,127 shares; 2025Q3: 7,567 shares 7,567 $186K 0.01% +440 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 7,161 shares 7,161 $186K 0.01% +7,111 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,574 shares; 2025Q1: 1,697 shares; 2025Q2: 1,715 shares; 2025Q3: 1,891 shares 1,891 $185K 0.01% +176 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 3,298 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,906 shares 1,906 $184K 0.01% +276 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 6,615 shares; 2025Q1: 6,215 shares; 2025Q2: 5,915 shares; 2025Q3: 5,225 shares 5,225 $184K 0.01% -690 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares 1,336 $183K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,194 shares; 2025Q1: 1,312 shares; 2025Q2: 1,057 shares; 2025Q3: 1,420 shares 1,420 $182K 0.01% +363 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 451 shares; 2025Q2: 2,588 shares; 2025Q3: 451 shares 451 $182K 0.01% -2,137 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 292 shares; 2025Q1: 424 shares; 2025Q2: 734 shares; 2025Q3: 1,045 shares 1,045 $181K 0.01% +311 Timeline SPUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 995 shares; 2025Q3: 999 shares 999 $180K 0.01% +4 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 58 shares; 2025Q1: 66 shares; 2025Q2: 5,127 shares; 2025Q3: 2,607 shares 2,607 $179K 0.01% -2,520 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 371 shares; 2025Q1: 379 shares; 2025Q2: 373 shares; 2025Q3: 457 shares 457 $177K 0.01% +84 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 1,619 shares; 2025Q1: 1,620 shares; 2025Q2: 1,139 shares; 2025Q3: 1,253 shares 1,253 $177K 0.01% +114 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 7,679 shares; 2025Q1: 7,735 shares; 2025Q2: 7,866 shares; 2025Q3: 7,994 shares 7,994 $177K 0.01% +128 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 1,296 shares; 2025Q1: 1,402 shares; 2025Q2: 1,704 shares; 2025Q3: 2,212 shares 2,212 $176K 0.01% +508 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 252 shares; 2025Q1: 736 shares; 2025Q2: 791 shares; 2025Q3: 901 shares 901 $176K 0.01% +110 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 200 shares; 2025Q1: 559 shares; 2025Q2: 604 shares; 2025Q3: 5,526 shares 5,526 $174K 0.01% +4,922 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,367 shares; 2025Q2: 4,097 shares; 2025Q3: 4,214 shares 4,214 $174K 0.01% +117 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 2,313 shares; 2025Q3: 2,313 shares 2,313 $173K 0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 2,236 shares; 2025Q1: 1,651 shares; 2025Q2: 7,672 shares; 2025Q3: 16,181 shares 16,181 $173K 0.01% +8,509 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,471 shares; 2025Q3: 1,424 shares 1,424 $172K 0.01% -47 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 824 shares; 2025Q1: 327 shares; 2025Q2: 408 shares; 2025Q3: 493 shares 493 $172K 0.01% +85 Timeline LDSF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,620 shares; 2024Q4: 14,192 shares; 2025Q1: 13,907 shares; 2025Q2: 11,440 shares; 2025Q3: 8,985 shares 8,985 $172K 0.01% -2,455 Timeline VIOO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 1,554 shares 1,554 $172K 0.01% +556 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 362 shares; 2025Q1: 2,272 shares; 2025Q2: 1,886 shares; 2025Q3: 2,229 shares 2,229 $172K 0.01% +343 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,199 shares; 2025Q1: 4,935 shares; 2025Q2: 4,007 shares; 2025Q3: 3,434 shares 3,434 $171K 0.01% -573 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 2,144 shares; 2025Q1: 1,533 shares; 2025Q2: 1,642 shares; 2025Q3: 1,869 shares 1,869 $171K 0.01% +227 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 656 shares; 2025Q1: 1,585 shares; 2025Q2: 4,746 shares; 2025Q3: 2,758 shares 2,758 $169K 0.01% -1,988 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 1,386 shares; 2025Q1: 1,582 shares; 2025Q2: 2,374 shares; 2025Q3: 3,094 shares 3,094 $168K 0.01% +720 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,518 shares; 2025Q1: 1,505 shares; 2025Q2: 1,540 shares; 2025Q3: 2,014 shares 2,014 $168K 0.01% +474 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 197 shares; 2025Q1: 1,052 shares; 2025Q2: 1,333 shares; 2025Q3: 873 shares 873 $168K 0.01% -460 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,027 shares; 2025Q2: 1,005 shares; 2025Q3: 1,022 shares 1,022 $168K 0.01% +17 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,476 shares; 2025Q1: 2,954 shares; 2025Q2: 3,438 shares; 2025Q3: 4,321 shares 4,321 $168K 0.01% +883 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,322 shares; 2025Q1: 2,147 shares; 2025Q2: 2,176 shares; 2025Q3: 2,301 shares 2,301 $167K 0.01% +125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,196 shares; 2025Q1: 1,211 shares; 2025Q2: 1,214 shares; 2025Q3: 1,405 shares 1,405 $166K 0.01% +191 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 475 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 677 shares 677 $165K 0.01% +51 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,895 shares; 2025Q1: 1,877 shares; 2025Q2: 1,123 shares; 2025Q3: 2,280 shares 2,280 $165K 0.01% +1,157 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 720 shares; 2025Q1: 794 shares; 2025Q2: 1,701 shares; 2025Q3: 2,246 shares 2,246 $165K 0.01% +545 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 4,155 shares; 2025Q1: 4,153 shares; 2025Q2: 2,473 shares; 2025Q3: 2,420 shares 2,420 $164K 0.01% -53 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 6,033 shares; 2025Q1: 6,027 shares; 2025Q2: 6,050 shares; 2025Q3: 6,303 shares 6,303 $162K 0.01% +253 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 434 shares; 2025Q1: 717 shares; 2025Q2: 1,563 shares; 2025Q3: 1,576 shares 1,576 $162K 0.01% +13 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 848 shares; 2025Q1: 1,685 shares; 2025Q2: 1,643 shares; 2025Q3: 1,633 shares 1,633 $162K 0.01% -10 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,513 shares; 2025Q1: 321 shares; 2025Q2: 2,397 shares; 2025Q3: 1,813 shares 1,813 $162K 0.01% -584 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,329 shares 3,329 $160K 0.01% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 1,679 shares 1,679 $159K 0.01% +1,478 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 177 shares; 2025Q1: 548 shares; 2025Q2: 540 shares; 2025Q3: 1,045 shares 1,045 $159K 0.01% +505 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,007 shares; 2025Q1: 1,012 shares; 2025Q2: 953 shares; 2025Q3: 912 shares 912 $159K 0.01% -41 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 96 shares; 2025Q1: 366 shares; 2025Q2: 248 shares; 2025Q3: 201 shares 201 $157K 0.01% -47 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 132 shares; 2025Q1: 304 shares; 2025Q2: 572 shares; 2025Q3: 562 shares 562 $157K 0.01% -10 Timeline FNGG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 664 shares; 2025Q1: 304 shares; 2025Q2: 198 shares; 2025Q3: 640 shares 640 $155K 0.01% +442 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 558 shares; 2025Q1: 1,659 shares; 2025Q2: 2,449 shares; 2025Q3: 1,523 shares 1,523 $155K 0.01% -926 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares 3,700 $155K 0.01% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 578 shares; 2025Q1: 8,194 shares; 2025Q2: 7,413 shares; 2025Q3: 7,418 shares 7,418 $155K 0.01% +5 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,843 shares; 2025Q1: 3,705 shares; 2025Q2: 3,498 shares; 2025Q3: 3,115 shares 3,115 $154K 0.01% -383 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,246 shares; 2025Q1: 1,359 shares; 2025Q2: 1,361 shares; 2025Q3: 1,363 shares 1,363 $153K 0.01% +2 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,112 shares; 2025Q1: 1,370 shares; 2025Q2: 1,396 shares; 2025Q3: 1,581 shares 1,581 $153K 0.01% +185 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 804 shares; 2025Q1: 2,485 shares; 2025Q2: 3,276 shares; 2025Q3: 590 shares 590 $151K 0.01% -2,686 Timeline GSLC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,161 shares; 2025Q1: 1,584 shares; 2025Q2: 1,109 shares; 2025Q3: 1,160 shares 1,160 $151K 0.01% +51 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $151K 0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,592 shares; 2025Q1: 1,598 shares; 2025Q2: 1,605 shares; 2025Q3: 1,612 shares 1,612 $150K 0.01% +7 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,455 shares; 2025Q1: 1,494 shares; 2025Q2: 1,467 shares; 2025Q3: 1,489 shares 1,489 $149K 0.01% +22 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 992 shares; 2025Q1: 625 shares; 2025Q2: 2,996 shares; 2025Q3: 3,095 shares 3,095 $148K 0.01% +99 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 2,536 shares; 2025Q1: 3,757 shares; 2025Q2: 3,671 shares; 2025Q3: 2,072 shares 2,072 $148K 0.01% -1,599 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,179 shares; 2025Q1: 3,182 shares; 2025Q2: 3,187 shares; 2025Q3: 3,191 shares 3,191 $148K 0.01% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,566 shares; 2025Q1: 1,589 shares; 2025Q2: 1,612 shares; 2025Q3: 12,590 shares 12,590 $146K 0.01% +10,978 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 4,068 shares; 2025Q1: 7,027 shares; 2025Q2: 8,953 shares; 2025Q3: 9,067 shares 9,067 $146K 0.01% +114 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 612 shares; 2025Q1: 989 shares; 2025Q2: 1,535 shares; 2025Q3: 1,631 shares 1,631 $144K 0.01% +96 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 4,531 shares; 2025Q1: 4,213 shares; 2025Q2: 4,969 shares; 2025Q3: 3,011 shares 3,011 $144K 0.01% -1,958 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 7,390 shares; 2025Q1: 6,922 shares; 2025Q2: 7,411 shares; 2025Q3: 5,771 shares 5,771 $143K 0.01% -1,640 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 548 shares; 2025Q1: 954 shares; 2025Q2: 950 shares; 2025Q3: 1,445 shares 1,445 $142K <0.01% +495 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 1,021 shares; 2025Q1: 1,558 shares; 2025Q2: 2,004 shares; 2025Q3: 5,412 shares 5,412 $141K <0.01% +3,408 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 3,970 shares; 2025Q1: 3,798 shares; 2025Q2: 3,809 shares; 2025Q3: 3,669 shares 3,669 $140K <0.01% -140 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 1,569 shares; 2025Q1: 1,678 shares; 2025Q2: 2,169 shares; 2025Q3: 1,703 shares 1,703 $140K <0.01% -466 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 5,832 shares; 2025Q1: 7,082 shares; 2025Q2: 7,082 shares; 2025Q3: 7,082 shares 7,082 $140K <0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 185 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 631 shares 631 $140K <0.01% +476 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 961 shares; 2025Q1: 1,419 shares; 2025Q2: 3,670 shares; 2025Q3: 2,465 shares 2,465 $140K <0.01% -1,205 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 7,202 shares; 2025Q1: 656 shares; 2025Q2: 652 shares; 2025Q3: 2,820 shares 2,820 $139K <0.01% +2,168 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares 1,985 $139K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 85 shares; 2025Q1: 409 shares; 2025Q2: 619 shares; 2025Q3: 739 shares 739 $139K <0.01% +120 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 590 shares 590 $139K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 581 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 3,415 shares 3,415 $138K <0.01% +2,741 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 112 shares; 2025Q1: 199 shares; 2025Q2: 222 shares; 2025Q3: 300 shares 300 $137K <0.01% +78 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 229 shares; 2025Q1: 205 shares; 2025Q2: 85 shares; 2025Q3: 1,343 shares 1,343 $136K <0.01% +1,258 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 26 shares; 2025Q2: 35 shares; 2025Q3: 4,877 shares 4,877 $134K <0.01% +4,842 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 3,043 shares; 2025Q1: 2,228 shares; 2025Q2: 2,270 shares; 2025Q3: 2,385 shares 2,385 $133K <0.01% +115 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,777 shares; 2025Q1: 2,773 shares; 2025Q2: 2,747 shares; 2025Q3: 2,676 shares 2,676 $133K <0.01% -71 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 125 shares; 2025Q2: 117 shares; 2025Q3: 101 shares 101 $133K <0.01% -16 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 1,266 shares; 2025Q2: 1,466 shares; 2025Q3: 2,681 shares 2,681 $132K <0.01% +1,215 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 994 shares; 2025Q1: 1,498 shares; 2025Q2: 2,773 shares; 2025Q3: 1,644 shares 1,644 $131K <0.01% -1,129 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 1,855 shares; 2025Q1: 3,202 shares; 2025Q2: 4,854 shares; 2025Q3: 3,354 shares 3,354 $131K <0.01% -1,500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,036 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 3,036 shares 3,036 $131K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 45 shares; 2025Q1: 212 shares; 2025Q2: 178 shares; 2025Q3: 230 shares 230 $131K <0.01% +52 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 248 shares; 2025Q1: 439 shares; 2025Q2: 509 shares; 2025Q3: 651 shares 651 $131K <0.01% +142 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 94 shares; 2025Q1: 495 shares; 2025Q2: 813 shares; 2025Q3: 643 shares 643 $130K <0.01% -170 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 273 shares; 2025Q1: 288 shares; 2025Q2: 582 shares; 2025Q3: 2,142 shares 2,142 $129K <0.01% +1,560 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 453 shares; 2025Q3: 816 shares 816 $129K <0.01% +363 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,681 shares; 2024Q4: 5,064 shares; 2025Q1: 4,318 shares; 2025Q2: 25,222 shares; 2025Q3: 5,323 shares 5,323 $129K <0.01% -19,899 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,926 shares; 2025Q1: 2,943 shares; 2025Q2: 2,989 shares; 2025Q3: 3,018 shares 3,018 $129K <0.01% +29 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: 3,695 shares 3,695 $129K <0.01% +3,453 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 1,478 shares; 2025Q1: 2,017 shares; 2025Q2: 2,839 shares; 2025Q3: 2,252 shares 2,252 $128K <0.01% -587 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 236 shares; 2025Q1: 389 shares; 2025Q2: 570 shares; 2025Q3: 517 shares 517 $128K <0.01% -53 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,812 shares; 2025Q2: 5,812 shares; 2025Q3: 5,812 shares 5,812 $127K <0.01% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,514 shares; 2025Q2: 5,514 shares; 2025Q3: 5,514 shares 5,514 $127K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,040 shares; 2025Q1: 1,042 shares; 2025Q2: 1,044 shares; 2025Q3: 1,016 shares 1,016 $127K <0.01% -28 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 12,040 shares; 2025Q1: 10,090 shares; 2025Q2: 20,866 shares; 2025Q3: 5,515 shares 5,515 $127K <0.01% -15,351 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares 6,055 $127K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 70 shares; 2025Q1: 325 shares; 2025Q2: 698 shares; 2025Q3: 737 shares 737 $127K <0.01% +39 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,086 shares; 2025Q2: 5,086 shares; 2025Q3: 5,086 shares 5,086 $127K <0.01% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares; 2025Q3: 5,419 shares 5,419 $127K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 899 shares; 2025Q2: 495 shares; 2025Q3: 4,863 shares 4,863 $127K <0.01% +4,368 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 1,310 shares; 2025Q2: 1,305 shares; 2025Q3: 1,334 shares 1,334 $127K <0.01% +29 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,349 shares; 2025Q2: 5,349 shares; 2025Q3: 5,349 shares 5,349 $127K <0.01% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares 3,650 $126K <0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 678 shares; 2025Q1: 1,281 shares; 2025Q2: 1,392 shares; 2025Q3: 1,547 shares 1,547 $126K <0.01% +155 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 237 shares; 2025Q1: 366 shares; 2025Q2: 1,443 shares; 2025Q3: 1,489 shares 1,489 $126K <0.01% +46 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,337 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares 5,337 $126K <0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,132 shares; 2025Q2: 5,132 shares; 2025Q3: 5,132 shares 5,132 $126K <0.01% 0 BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,922 shares; 2025Q2: 4,922 shares; 2025Q3: 4,922 shares 4,922 $126K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 4,398 shares; 2025Q1: 4,402 shares; 2025Q2: 5,221 shares; 2025Q3: 5,153 shares 5,153 $126K <0.01% -68 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 266 shares; 2025Q1: 530 shares; 2025Q2: 601 shares; 2025Q3: 401 shares 401 $124K <0.01% -200 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 224 shares; 2025Q1: 276 shares; 2025Q2: 320 shares; 2025Q3: 478 shares 478 $124K <0.01% +158 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 810 shares; 2025Q1: 4,430 shares; 2025Q2: 3,139 shares; 2025Q3: 2,856 shares 2,856 $124K <0.01% -283 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 4,183 shares 4,183 $123K <0.01% +3,043 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,823 shares; 2025Q1: 2,825 shares; 2025Q2: 3,055 shares; 2025Q3: 2,724 shares 2,724 $123K <0.01% -331 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 327 shares; 2025Q1: 396 shares; 2025Q2: 701 shares; 2025Q3: 778 shares 778 $123K <0.01% +77 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 694 shares; 2025Q2: 1,030 shares; 2025Q3: 726 shares 726 $122K <0.01% -304 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,322 shares; 2025Q1: 4,322 shares; 2025Q2: 4,774 shares; 2025Q3: 5,089 shares 5,089 $122K <0.01% +315 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 864 shares; 2025Q1: 958 shares; 2025Q2: 1,630 shares; 2025Q3: 1,147 shares 1,147 $122K <0.01% -483 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 106 shares; 2025Q1: 546 shares; 2025Q2: 1,690 shares; 2025Q3: 1,715 shares 1,715 $122K <0.01% +25 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 4 shares; 2025Q1: 1 shares; 2025Q2: 425 shares; 2025Q3: 555 shares 555 $122K <0.01% +130 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 26 shares; 2025Q1: 373 shares; 2025Q2: 414 shares; 2025Q3: 1,739 shares 1,739 $122K <0.01% +1,325 Timeline AIRS AIRSCULPT TECHNOLOGIES INC More: the full row for AIRSCULPT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,513 shares; 2025Q2: 12,576 shares; 2025Q3: 15,137 shares 15,137 $121K <0.01% +2,561 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 640 shares; 2025Q1: 776 shares; 2025Q2: 1,408 shares; 2025Q3: 1,704 shares 1,704 $121K <0.01% +296 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 5,474 shares; 2025Q1: 1,250 shares; 2025Q2: 1,284 shares; 2025Q3: 1,347 shares 1,347 $121K <0.01% +63 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 461 shares; 2025Q1: 498 shares; 2025Q2: 1,030 shares; 2025Q3: 1,960 shares 1,960 $121K <0.01% +930 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,887 shares; 2025Q1: 1,693 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares 1,426 $120K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 2,132 shares; 2025Q1: 1,239 shares; 2025Q2: 1,473 shares; 2025Q3: 1,340 shares 1,340 $120K <0.01% -133 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,351 shares; 2025Q1: 2,369 shares; 2025Q2: 1,805 shares; 2025Q3: 1,769 shares 1,769 $119K <0.01% -36 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,414 shares; 2025Q1: 3,490 shares; 2025Q2: 3,605 shares; 2025Q3: 3,463 shares 3,463 $119K <0.01% -142 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 521 shares; 2025Q1: 309 shares; 2025Q2: 897 shares; 2025Q3: 974 shares 974 $118K <0.01% +77 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 1,809 shares; 2025Q1: 2,016 shares; 2025Q2: 1,127 shares; 2025Q3: 1,067 shares 1,067 $118K <0.01% -60 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 133 shares; 2025Q1: 429 shares; 2025Q2: 837 shares; 2025Q3: 1,294 shares 1,294 $118K <0.01% +457 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1,200 shares; 2025Q1: 1,207 shares; 2025Q2: 1,200 shares; 2025Q3: 1,215 shares 1,215 $118K <0.01% +15 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 628 shares; 2025Q2: 804 shares; 2025Q3: 607 shares 607 $118K <0.01% -197 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 26 shares; 2025Q3: 142 shares 142 $117K <0.01% +116 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 246 shares; 2025Q1: 304 shares; 2025Q2: 482 shares; 2025Q3: 570 shares 570 $116K <0.01% +88 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 1,707 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,864 shares 1,864 $115K <0.01% +157 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 5,489 shares; 2025Q1: 5,489 shares; 2025Q2: 5,489 shares; 2025Q3: 5,489 shares 5,489 $115K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 289 shares; 2025Q1: 407 shares; 2025Q2: 822 shares; 2025Q3: 993 shares 993 $115K <0.01% +171 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 4,972 shares; 2025Q1: 5,468 shares; 2025Q2: 5,444 shares; 2025Q3: 7,823 shares 7,823 $115K <0.01% +2,379 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares 4,662 $113K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 683 shares; 2025Q1: 782 shares; 2025Q2: 826 shares; 2025Q3: 997 shares 997 $113K <0.01% +171 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,270 shares; 2025Q1: 2,515 shares; 2025Q2: 2,540 shares; 2025Q3: 2,542 shares 2,542 $111K <0.01% +2 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 241 shares; 2025Q1: 287 shares; 2025Q2: 1,036 shares; 2025Q3: 452 shares 452 $111K <0.01% -584 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 28 shares; 2025Q1: 2,293 shares; 2025Q2: 1,844 shares; 2025Q3: 1,309 shares 1,309 $110K <0.01% -535 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 728 shares; 2025Q1: 8,899 shares; 2025Q2: 6,617 shares; 2025Q3: 6,621 shares 6,621 $110K <0.01% +4 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,213 shares; 2025Q1: 70 shares; 2025Q2: 15 shares; 2025Q3: 775 shares 775 $110K <0.01% +760 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 173 shares; 2025Q1: 639 shares; 2025Q2: 2,019 shares; 2025Q3: 2,052 shares 2,052 $109K <0.01% +33 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 1,222 shares; 2025Q1: 4,124 shares; 2025Q2: 4,141 shares; 2025Q3: 4,158 shares 4,158 $109K <0.01% +17 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 1,206 shares; 2025Q1: 40 shares; 2025Q2: 484 shares; 2025Q3: 738 shares 738 $109K <0.01% +254 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 4,563 shares; 2025Q1: 2,475 shares; 2025Q2: 2,492 shares; 2025Q3: 1,136 shares 1,136 $108K <0.01% -1,356 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,716 shares; 2025Q1: 3,920 shares; 2025Q2: 3,815 shares; 2025Q3: 1,443 shares 1,443 $107K <0.01% -2,372 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 116 shares; 2025Q1: 293 shares; 2025Q2: 303 shares; 2025Q3: 778 shares 778 $107K <0.01% +475 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 18 shares; 2025Q1: 707 shares; 2025Q2: 570 shares; 2025Q3: 1,159 shares 1,159 $106K <0.01% +589 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,413 shares; 2025Q1: 400 shares; 2025Q2: 710 shares; 2025Q3: 757 shares 757 $106K <0.01% +47 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 3,074 shares 3,074 $106K <0.01% +2,674 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 475 shares; 2025Q1: 2,327 shares; 2025Q2: 1,884 shares; 2025Q3: 1,576 shares 1,576 $106K <0.01% -308 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 10,953 shares; 2025Q1: 10,960 shares; 2025Q2: 10,967 shares; 2025Q3: 10,975 shares 10,975 $106K <0.01% +8 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 504 shares; 2025Q1: 559 shares; 2025Q2: 616 shares; 2025Q3: 653 shares 653 $106K <0.01% +37 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,256 shares; 2025Q3: 2,568 shares 2,568 $106K <0.01% +312 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 2,845 shares; 2025Q1: 1,250 shares; 2025Q2: 1,253 shares; 2025Q3: 1,063 shares 1,063 $105K <0.01% -190 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 8,689 shares; 2025Q1: 2,495 shares; 2025Q2: 1,684 shares; 2025Q3: 1,928 shares 1,928 $105K <0.01% +244 Timeline XGN EXAGEN INC More: the full row for EXAGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,513 shares 9,513 $105K <0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,536 shares; 2025Q1: 1,832 shares; 2025Q2: 1,981 shares; 2025Q3: 1,657 shares 1,657 $105K <0.01% -324 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 5 shares; 2025Q2: 228 shares; 2025Q3: 2,162 shares 2,162 $104K <0.01% +1,934 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 521 shares; 2025Q1: 557 shares; 2025Q2: 678 shares; 2025Q3: 704 shares 704 $104K <0.01% +26 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,075 shares 3,075 $104K <0.01% new Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,028 shares; 2025Q2: 1,006 shares; 2025Q3: 1,002 shares 1,002 $104K <0.01% -4 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares; 2025Q3: 2,615 shares 2,615 $103K <0.01% +150 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,107 shares; 2025Q2: 2,397 shares; 2025Q3: 3,488 shares 3,488 $103K <0.01% +1,091 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,474 shares; 2025Q2: 2,547 shares; 2025Q3: 1,859 shares 1,859 $102K <0.01% -688 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,248 shares 2,248 $102K <0.01% new Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 5,723 shares; 2025Q1: 4,948 shares; 2025Q2: 4,348 shares; 2025Q3: 3,601 shares 3,601 $102K <0.01% -747 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 67 shares; 2025Q2: 364 shares; 2025Q3: 1,852 shares 1,852 $102K <0.01% +1,488 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 613 shares; 2025Q1: 2,510 shares; 2025Q2: 3,501 shares; 2025Q3: 2,069 shares 2,069 $101K <0.01% -1,432 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 2,400 shares 2,400 $101K <0.01% new Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,573 shares 2,573 $100K <0.01% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $99.8K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,226 shares; 2025Q1: 3,771 shares; 2025Q2: 1,689 shares; 2025Q3: 2,796 shares 2,796 $99.8K <0.01% +1,107 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $99.7K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 233 shares; 2025Q2: 299 shares; 2025Q3: 299 shares 299 $99.5K <0.01% 0 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,216 shares; 2025Q3: 14,389 shares 14,389 $99.3K <0.01% +8,173 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 593 shares; 2025Q1: 852 shares; 2025Q2: 546 shares; 2025Q3: 732 shares 732 $99.1K <0.01% +186 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,850 shares; 2025Q2: 6,723 shares; 2025Q3: 1,508 shares 1,508 $99K <0.01% -5,215 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 454 shares; 2025Q1: 23 shares; 2025Q2: 892 shares; 2025Q3: 892 shares 892 $98.8K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,290 shares; 2024Q4: 9,864 shares; 2025Q1: 8,674 shares; 2025Q2: 6,723 shares; 2025Q3: 6,122 shares 6,122 $98.8K <0.01% -601 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,917 shares; 2024Q4: 1,539 shares; 2025Q1: 1,342 shares; 2025Q2: 1,657 shares; 2025Q3: 1,668 shares 1,668 $98.1K <0.01% +11 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,374 shares; 2025Q1: 2,385 shares; 2025Q2: 2,397 shares; 2025Q3: 2,408 shares 2,408 $98K <0.01% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 612 shares; 2025Q1: 613 shares; 2025Q2: 1,017 shares; 2025Q3: 934 shares 934 $98K <0.01% -83 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 26 shares; 2025Q2: 521 shares; 2025Q3: 1,276 shares 1,276 $97.8K <0.01% +755 Timeline URNJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 3,339 shares; 2025Q3: 3,339 shares 3,339 $97.3K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 1,843 shares; 2025Q1: 2,313 shares; 2025Q2: 1,020 shares; 2025Q3: 1,002 shares 1,002 $96.7K <0.01% -18 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 28 shares; 2025Q1: 1,164 shares; 2025Q2: 976 shares; 2025Q3: 956 shares 956 $96.5K <0.01% -20 Timeline IVOV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 976 shares; 2025Q3: 956 shares 956 $96.4K <0.01% -20 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 28 shares; 2025Q1: 345 shares; 2025Q2: 712 shares; 2025Q3: 419 shares 419 $96.3K <0.01% -293 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 116 shares; 2025Q1: 128 shares; 2025Q2: 124 shares; 2025Q3: 101 shares 101 $96.2K <0.01% -23 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,775 shares; 2025Q3: 10,725 shares 10,725 $96K <0.01% -50 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 374 shares; 2025Q1: 1,614 shares; 2025Q2: 1,604 shares; 2025Q3: 2,265 shares 2,265 $95.9K <0.01% +661 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 5,863 shares; 2025Q1: 6,641 shares; 2025Q2: 10,122 shares; 2025Q3: 11,578 shares 11,578 $95.9K <0.01% +1,456 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 794 shares 794 $95.8K <0.01% +2 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,870 shares; 2025Q2: 2,452 shares; 2025Q3: 2,428 shares 2,428 $95.7K <0.01% -24 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,516 shares 5,516 $95.3K <0.01% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares 1,671 $95.3K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 209 shares; 2025Q1: 494 shares; 2025Q2: 1,051 shares; 2025Q3: 1,152 shares 1,152 $95.2K <0.01% +101 Timeline WLFC WILLIS LEASE FIN CORP More: the full row for WILLIS LEASE FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 694 shares 694 $95.1K <0.01% +461 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 97 shares; 2025Q1: 386 shares; 2025Q2: 290 shares; 2025Q3: 1,236 shares 1,236 $94.9K <0.01% +946 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 1,695 shares; 2025Q1: 2,271 shares; 2025Q2: 2,293 shares; 2025Q3: 6,315 shares 6,315 $94.6K <0.01% +4,022 Timeline JCPB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 2,425 shares; 2025Q1: 2,376 shares; 2025Q2: 2,420 shares; 2025Q3: 1,986 shares 1,986 $94.4K <0.01% -434 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares 1,900 $93.7K <0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 1,343 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares 1,593 $93.6K <0.01% 0 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares 5,500 $92.9K <0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: 964 shares; 2025Q2: 1,146 shares; 2025Q3: 1,553 shares 1,553 $92.6K <0.01% +407 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 969 shares; 2025Q1: 612 shares; 2025Q2: 603 shares; 2025Q3: 915 shares 915 $92.5K <0.01% +312 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 384 shares; 2025Q1: 749 shares; 2025Q2: 560 shares; 2025Q3: 554 shares 554 $92.3K <0.01% -6 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,093 shares; 2025Q2: 5,566 shares; 2025Q3: 1,048 shares 1,048 $92.2K <0.01% -4,518 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 658 shares; 2025Q3: 763 shares 763 $92K <0.01% +105 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,790 shares; 2025Q2: 2,277 shares; 2025Q3: 2,277 shares 2,277 $91.9K <0.01% 0 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,287 shares 26,287 $91.7K <0.01% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 160 shares; 2025Q1: 199 shares; 2025Q2: 129 shares; 2025Q3: 284 shares 284 $91.4K <0.01% +155 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 3,517 shares 3,517 $91.2K <0.01% +3,446 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,151 shares; 2025Q1: 910 shares; 2025Q2: 960 shares; 2025Q3: 1,199 shares 1,199 $90.9K <0.01% +239 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,803 shares; 2025Q1: 1,823 shares; 2025Q2: 1,843 shares; 2025Q3: 3,493 shares 3,493 $90.3K <0.01% +1,650 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 1,264 shares; 2025Q1: 1,663 shares; 2025Q2: 1,930 shares; 2025Q3: 2,415 shares 2,415 $89.8K <0.01% +485 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 18 shares; 2025Q1: 41 shares; 2025Q2: 114 shares; 2025Q3: 138 shares 138 $89.7K <0.01% +24 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,530 shares 1,530 $89.7K <0.01% +120 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 163 shares; 2025Q1: 81 shares; 2025Q2: 517 shares; 2025Q3: 638 shares 638 $89.4K <0.01% +121 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $89.3K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 855 shares; 2025Q1: 640 shares; 2025Q2: 1,593 shares; 2025Q3: 2,057 shares 2,057 $88.8K <0.01% +464 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,573 shares; 2025Q2: 1,477 shares; 2025Q3: 1,322 shares 1,322 $88.7K <0.01% -155 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,020 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 854 shares 854 $88.6K <0.01% +11 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,526 shares; 2025Q1: 1,417 shares; 2025Q2: 1,418 shares; 2025Q3: 1,419 shares 1,419 $88.3K <0.01% +1 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 2,705 shares; 2025Q3: 3,745 shares 3,745 $88K <0.01% +1,040 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 920 shares; 2025Q1: 1,990 shares; 2025Q2: 1,800 shares; 2025Q3: 1,738 shares 1,738 $87.6K <0.01% -62 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 93 shares; 2025Q1: 1,097 shares; 2025Q2: 1,057 shares; 2025Q3: 1,535 shares 1,535 $87.4K <0.01% +478 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 210 shares; 2025Q1: 3,564 shares; 2025Q2: 1,315 shares; 2025Q3: 1,110 shares 1,110 $87.2K <0.01% -205 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: 2,764 shares 2,764 $86.4K <0.01% +2,498 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 46 shares; 2025Q1: 338 shares; 2025Q2: 974 shares; 2025Q3: 970 shares 970 $86.1K <0.01% -4 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 567 shares; 2025Q1: 978 shares; 2025Q2: 970 shares; 2025Q3: 977 shares 977 $86.1K <0.01% +7 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,454 shares; 2024Q4: 3,253 shares; 2025Q1: 2,912 shares; 2025Q2: 2,444 shares; 2025Q3: 1,876 shares 1,876 $85.9K <0.01% -568 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 11,720 shares; 2025Q1: 7,536 shares; 2025Q2: 6,872 shares; 2025Q3: 6,872 shares 6,872 $85.7K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 56 shares; 2025Q1: 155 shares; 2025Q2: 76 shares; 2025Q3: 144 shares 144 $84.6K <0.01% +68 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 21 shares; 2025Q1: 43 shares; 2025Q2: 49 shares; 2025Q3: 44 shares 44 $84.1K <0.01% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 192 shares; 2025Q1: 428 shares; 2025Q2: 713 shares; 2025Q3: 1,050 shares 1,050 $83.9K <0.01% +337 Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,059 shares; 2024Q4: 26,059 shares; 2025Q1: 26,059 shares; 2025Q2: 26,059 shares; 2025Q3: 26,059 shares 26,059 $83.6K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 4,290 shares; 2025Q1: 6,104 shares; 2025Q2: 3,360 shares; 2025Q3: 4,255 shares 4,255 $83.1K <0.01% +895 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 94 shares; 2025Q1: 352 shares; 2025Q2: 532 shares; 2025Q3: 619 shares 619 $82.6K <0.01% +87 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,386 shares; 2025Q1: 1,001 shares; 2025Q2: 1,266 shares; 2025Q3: 1,281 shares 1,281 $82.3K <0.01% +15 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 258 shares; 2025Q3: 308 shares 308 $82.3K <0.01% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,014 shares; 2025Q1: 1,031 shares; 2025Q2: 1,086 shares; 2025Q3: 1,113 shares 1,113 $82K <0.01% +27 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 1,008 shares; 2025Q1: 1,015 shares; 2025Q2: 1,027 shares; 2025Q3: 1,038 shares 1,038 $81.4K <0.01% +11 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,918 shares; 2025Q1: 3,926 shares; 2025Q2: 3,926 shares; 2025Q3: 3,926 shares 3,926 $81K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 280 shares; 2025Q2: 745 shares; 2025Q3: 1,548 shares 1,548 $81K <0.01% +803 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 2,836 shares; 2025Q1: 2,871 shares; 2025Q2: 2,903 shares; 2025Q3: 2,352 shares 2,352 $80.6K <0.01% -551 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,598 shares; 2025Q3: 11,297 shares 11,297 $80.5K <0.01% +699 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,686 shares; 2025Q1: 1,565 shares; 2025Q2: 1,493 shares; 2025Q3: 1,342 shares 1,342 $80.4K <0.01% -151 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 578 shares; 2025Q1: 682 shares; 2025Q2: 1,514 shares; 2025Q3: 969 shares 969 $80.4K <0.01% -545 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 448 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 375 shares 375 $80.2K <0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 297 shares; 2025Q1: 473 shares; 2025Q2: 601 shares; 2025Q3: 930 shares 930 $79.7K <0.01% +329 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 3,345 shares; 2025Q1: 3,442 shares; 2025Q2: 4,564 shares; 2025Q3: 3,361 shares 3,361 $79.5K <0.01% -1,203 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 2,500 shares; 2025Q3: 3,088 shares 3,088 $79.5K <0.01% +588 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 569 shares; 2025Q1: 677 shares; 2025Q2: 636 shares; 2025Q3: 631 shares 631 $79.4K <0.01% -5 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,414 shares; 2025Q1: 1,464 shares; 2025Q2: 1,161 shares; 2025Q3: 1,081 shares 1,081 $79.4K <0.01% -80 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,284 shares; 2025Q1: 1,285 shares; 2025Q2: 1,284 shares; 2025Q3: 1,287 shares 1,287 $79.3K <0.01% +3 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 3,988 shares; 2025Q1: 3,993 shares; 2025Q2: 3,491 shares; 2025Q3: 3,487 shares 3,487 $79.2K <0.01% -4 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,267 shares; 2025Q1: 1,006 shares; 2025Q2: 953 shares; 2025Q3: 1,322 shares 1,322 $78.9K <0.01% +369 BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,719 shares; 2025Q1: 506 shares; 2025Q2: 476 shares; 2025Q3: 476 shares 476 $78.9K <0.01% 0 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,203 shares; 2025Q3: 3,215 shares 3,215 $78.7K <0.01% -988 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 136 shares; 2025Q1: 137 shares; 2025Q2: 674 shares; 2025Q3: 1,184 shares 1,184 $78.6K <0.01% +510 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 318 shares; 2025Q1: 415 shares; 2025Q2: 553 shares; 2025Q3: 791 shares 791 $78.6K <0.01% +238 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 766 shares; 2025Q1: 1,290 shares; 2025Q2: 618 shares; 2025Q3: 735 shares 735 $78.4K <0.01% +117 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 1,385 shares 1,385 $78.3K <0.01% +623 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 910 shares; 2025Q1: 754 shares; 2025Q2: 1,014 shares; 2025Q3: 860 shares 860 $78K <0.01% -154 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 321 shares; 2025Q1: 1,415 shares; 2025Q2: 1,353 shares; 2025Q3: 827 shares 827 $77.5K <0.01% -526 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 24 shares; 2025Q1: 284 shares; 2025Q2: 737 shares; 2025Q3: 792 shares 792 $77.3K <0.01% +55 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 801 shares; 2025Q1: 1,270 shares; 2025Q2: 232 shares; 2025Q3: 190 shares 190 $76.9K <0.01% -42 Timeline GJUL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,893 shares 1,893 $76.8K <0.01% new Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 3,102 shares 3,102 $76.5K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 275 shares; 2025Q1: 167 shares; 2025Q2: 248 shares; 2025Q3: 509 shares 509 $76.3K <0.01% +261 Timeline JMOM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,416 shares; 2025Q2: 8,057 shares; 2025Q3: 1,120 shares 1,120 $76.1K <0.01% -6,937 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares 876 $75.8K <0.01% 0 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares 3,650 $75.8K <0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 7,966 shares 7,966 $75.7K <0.01% +4,466 Timeline