CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 134 shares; 2025Q1: 272 shares; 2025Q2: 569 shares; 2025Q3: 2,347 shares; 2025Q4: 1,848 shares 1,848 $432K 0.01% -499 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,311 shares; 2025Q1: 1,326 shares; 2025Q2: 1,388 shares; 2025Q3: 1,394 shares; 2025Q4: 3,061 shares 3,061 $432K 0.01% +1,667 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 772 shares; 2025Q1: 3,291 shares; 2025Q2: 2,180 shares; 2025Q3: 40,702 shares; 2025Q4: 40,191 shares 40,191 $431K 0.01% -511 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 459 shares; 2025Q1: 633 shares; 2025Q2: 895 shares; 2025Q3: 671 shares; 2025Q4: 532 shares 532 $431K 0.01% -139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 7 shares; 2025Q1: 266 shares; 2025Q2: 100 shares; 2025Q3: 2,476 shares; 2025Q4: 2,721 shares 2,721 $430K 0.01% +245 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 701 shares; 2025Q2: 3,502 shares; 2025Q3: 3,907 shares; 2025Q4: 4,732 shares 4,732 $429K 0.01% +825 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 7,065 shares; 2025Q1: 7,365 shares; 2025Q2: 6,398 shares; 2025Q3: 6,398 shares; 2025Q4: 7,798 shares 7,798 $428K 0.01% +1,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,976 shares; 2025Q1: 2,060 shares; 2025Q2: 2,205 shares; 2025Q3: 2,424 shares; 2025Q4: 2,448 shares 2,448 $427K 0.01% +24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 4,958 shares; 2025Q1: 5,728 shares; 2025Q2: 7,535 shares; 2025Q3: 10,453 shares; 2025Q4: 11,112 shares 11,112 $426K 0.01% +659 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 5,133 shares; 2025Q1: 6,446 shares; 2025Q2: 4,678 shares; 2025Q3: 3,366 shares; 2025Q4: 3,287 shares 3,287 $424K 0.01% -79 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,621 shares; 2025Q1: 3,616 shares; 2025Q2: 3,763 shares; 2025Q3: 3,765 shares; 2025Q4: 4,640 shares 4,640 $424K 0.01% +875 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 8,458 shares; 2025Q1: 8,788 shares; 2025Q2: 14,441 shares; 2025Q3: 10,063 shares; 2025Q4: 7,211 shares 7,211 $421K 0.01% -2,852 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 3,716 shares; 2025Q1: 3,716 shares; 2025Q2: 3,717 shares; 2025Q3: 3,719 shares; 2025Q4: 3,633 shares 3,633 $421K 0.01% -86 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,327 shares; 2025Q1: 2,116 shares; 2025Q2: 2,104 shares; 2025Q3: 2,871 shares; 2025Q4: 1,978 shares 1,978 $420K 0.01% -893 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,875 shares; 2025Q1: 3,281 shares; 2025Q2: 3,337 shares; 2025Q3: 2,524 shares; 2025Q4: 2,855 shares 2,855 $418K 0.01% +331 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 490 shares; 2025Q1: 1,472 shares; 2025Q2: 1,875 shares; 2025Q3: 3,809 shares; 2025Q4: 2,578 shares 2,578 $418K 0.01% -1,231 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,511 shares; 2025Q1: 2,518 shares; 2025Q2: 2,558 shares; 2025Q3: 2,559 shares; 2025Q4: 2,616 shares 2,616 $417K 0.01% +57 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 994 shares; 2025Q1: 1,498 shares; 2025Q2: 2,773 shares; 2025Q3: 1,644 shares; 2025Q4: 5,221 shares 5,221 $413K 0.01% +3,577 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,721 shares; 2025Q1: 1,521 shares; 2025Q2: 3,224 shares; 2025Q3: 4,700 shares; 2025Q4: 4,791 shares 4,791 $411K 0.01% +91 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 8 shares; 2025Q1: 159 shares; 2025Q2: 116 shares; 2025Q3: 154 shares; 2025Q4: 204 shares 204 $411K 0.01% +50 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,039 shares; 2024Q4: 16,148 shares; 2025Q1: 17,954 shares; 2025Q2: 17,488 shares; 2025Q3: 32,984 shares; 2025Q4: 20,954 shares 20,954 $410K 0.01% -12,030 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,657 shares; 2025Q1: 5,882 shares; 2025Q2: 6,382 shares; 2025Q3: 7,103 shares; 2025Q4: 7,435 shares 7,435 $410K 0.01% +332 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,047 shares; 2025Q1: 2,171 shares; 2025Q2: 2,488 shares; 2025Q3: 2,497 shares; 2025Q4: 2,530 shares 2,530 $409K 0.01% +33 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 1,485 shares; 2025Q2: 1,642 shares; 2025Q3: 2,023 shares; 2025Q4: 2,181 shares 2,181 $405K 0.01% +158 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 10,641 shares; 2025Q1: 5,456 shares; 2025Q2: 7,386 shares; 2025Q3: 8,117 shares; 2025Q4: 7,146 shares 7,146 $403K 0.01% -971 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 643 shares; 2025Q1: 986 shares; 2025Q2: 1,038 shares; 2025Q3: 1,040 shares; 2025Q4: 1,259 shares 1,259 $403K 0.01% +219 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 266 shares; 2025Q1: 1,192 shares; 2025Q2: 1,418 shares; 2025Q3: 7,139 shares; 2025Q4: 4,702 shares 4,702 $400K 0.01% -2,437 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,213 shares; 2024Q4: 4,478 shares; 2025Q1: 4,853 shares; 2025Q2: 5,970 shares; 2025Q3: 4,985 shares; 2025Q4: 3,729 shares 3,729 $392K 0.01% -1,256 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,376 shares; 2024Q4: 13,119 shares; 2025Q1: 12,784 shares; 2025Q2: 14,267 shares; 2025Q3: 15,210 shares; 2025Q4: 14,233 shares 14,233 $391K 0.01% -977 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,575 shares; 2025Q3: 6,070 shares; 2025Q4: 8,966 shares 8,966 $390K 0.01% +2,896 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 4,051 shares; 2025Q1: 4,064 shares; 2025Q2: 4,076 shares; 2025Q3: 4,104 shares; 2025Q4: 4,101 shares 4,101 $387K 0.01% -3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 9,015 shares; 2025Q1: 9,037 shares; 2025Q2: 8,872 shares; 2025Q3: 8,902 shares; 2025Q4: 8,936 shares 8,936 $386K 0.01% +34 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,009 shares; 2024Q4: 13,281 shares; 2025Q1: 16,482 shares; 2025Q2: 16,104 shares; 2025Q3: 16,266 shares; 2025Q4: 19,574 shares 19,574 $386K 0.01% +3,308 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,689 shares; 2024Q4: 36,072 shares; 2025Q1: 34,132 shares; 2025Q2: 3,902 shares; 2025Q3: 4,033 shares; 2025Q4: 3,971 shares 3,971 $386K 0.01% -62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,611 shares; 2025Q1: 6,347 shares; 2025Q2: 6,882 shares; 2025Q3: 7,544 shares; 2025Q4: 7,622 shares 7,622 $386K 0.01% +78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 1,994 shares; 2025Q1: 3,657 shares; 2025Q2: 3,903 shares; 2025Q3: 3,392 shares; 2025Q4: 5,635 shares 5,635 $384K 0.01% +2,243 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 3,882 shares; 2025Q1: 3,916 shares; 2025Q2: 3,950 shares; 2025Q3: 4,468 shares; 2025Q4: 3,096 shares 3,096 $382K 0.01% -1,372 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,251 shares; 2025Q1: 1,444 shares; 2025Q2: 1,650 shares; 2025Q3: 1,576 shares; 2025Q4: 1,846 shares 1,846 $381K 0.01% +270 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,949 shares; 2025Q1: 4,094 shares; 2025Q2: 3,991 shares; 2025Q3: 4,271 shares; 2025Q4: 3,816 shares 3,816 $381K 0.01% -455 Timeline INSG INSEEGO CORP More: the full row for INSEEGO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,885 shares; 2025Q4: 36,996 shares 36,996 $380K 0.01% +9,111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 3,874 shares 3,874 $379K 0.01% +1,586 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 63 shares; 2025Q1: 857 shares; 2025Q2: 248 shares; 2025Q3: 4,275 shares; 2025Q4: 4,120 shares 4,120 $379K 0.01% -155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,578 shares; 2024Q4: 8,531 shares; 2025Q1: 7,913 shares; 2025Q2: 7,369 shares; 2025Q3: 7,355 shares; 2025Q4: 7,923 shares 7,923 $378K 0.01% +568 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,425 shares; 2025Q1: 2,989 shares; 2025Q2: 2,153 shares; 2025Q3: 2,430 shares; 2025Q4: 2,009 shares 2,009 $378K 0.01% -421 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 81 shares; 2025Q1: 53 shares; 2025Q2: 177 shares; 2025Q3: 448 shares; 2025Q4: 488 shares 488 $377K 0.01% +40 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,493 shares; 2025Q1: 5,331 shares; 2025Q2: 5,721 shares; 2025Q3: 4,163 shares; 2025Q4: 3,668 shares 3,668 $376K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 725 shares; 2025Q1: 938 shares; 2025Q2: 961 shares; 2025Q3: 709 shares; 2025Q4: 805 shares 805 $376K 0.01% +96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 456 shares; 2025Q1: 555 shares; 2025Q2: 764 shares; 2025Q3: 800 shares; 2025Q4: 889 shares 889 $375K 0.01% +89 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 5,723 shares; 2025Q1: 5,718 shares; 2025Q2: 5,861 shares; 2025Q3: 5,042 shares; 2025Q4: 5,079 shares 5,079 $373K 0.01% +37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 5,080 shares; 2025Q1: 5,115 shares; 2025Q2: 5,051 shares; 2025Q3: 4,090 shares; 2025Q4: 4,019 shares 4,019 $372K 0.01% -71 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,016 shares; 2024Q4: 13,318 shares; 2025Q1: 13,324 shares; 2025Q2: 13,135 shares; 2025Q3: 13,037 shares; 2025Q4: 12,496 shares 12,496 $366K 0.01% -541 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 678 shares; 2025Q3: 1,517 shares; 2025Q4: 1,214 shares 1,214 $366K 0.01% -303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 1,395 shares; 2025Q1: 2,046 shares; 2025Q2: 3,589 shares; 2025Q3: 3,256 shares; 2025Q4: 8,057 shares 8,057 $365K 0.01% +4,801 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 7,161 shares; 2025Q4: 10,433 shares 10,433 $364K 0.01% +3,272 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,758 shares; 2025Q1: 2,255 shares; 2025Q2: 2,608 shares; 2025Q3: 2,442 shares; 2025Q4: 2,734 shares 2,734 $363K 0.01% +292 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,736 shares; 2025Q1: 2,984 shares; 2025Q2: 3,345 shares; 2025Q3: 1,809 shares; 2025Q4: 1,618 shares 1,618 $361K 0.01% -191 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 885 shares; 2025Q1: 238 shares; 2025Q2: 616 shares; 2025Q3: 1,701 shares; 2025Q4: 1,668 shares 1,668 $358K 0.01% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,306 shares; 2025Q1: 3,199 shares; 2025Q2: 8,658 shares; 2025Q3: 8,564 shares; 2025Q4: 8,648 shares 8,648 $357K 0.01% +84 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,246 shares; 2025Q1: 3,086 shares; 2025Q2: 2,273 shares; 2025Q3: 2,488 shares; 2025Q4: 2,453 shares 2,453 $353K 0.01% -35 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,940 shares; 2025Q1: 3,954 shares; 2025Q2: 3,972 shares; 2025Q3: 3,988 shares; 2025Q4: 4,006 shares 4,006 $353K 0.01% +18 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 2,601 shares; 2025Q1: 7,715 shares; 2025Q2: 8,834 shares; 2025Q3: 5,981 shares; 2025Q4: 5,559 shares 5,559 $353K 0.01% -422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 274 shares; 2025Q1: 1,675 shares; 2025Q2: 2,829 shares; 2025Q3: 3,388 shares; 2025Q4: 4,593 shares 4,593 $352K 0.01% +1,205 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,490 shares; 2024Q4: 24,624 shares; 2025Q1: 15,113 shares; 2025Q2: 15,280 shares; 2025Q3: 15,682 shares; 2025Q4: 14,969 shares 14,969 $350K 0.01% -713 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 410 shares; 2025Q4: 1,213 shares 1,213 $348K 0.01% +803 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 6,058 shares; 2025Q1: 6,933 shares; 2025Q2: 7,833 shares; 2025Q3: 5,748 shares; 2025Q4: 5,197 shares 5,197 $348K 0.01% -551 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 3 shares; 2025Q1: 406 shares; 2025Q2: 504 shares; 2025Q3: 600 shares; 2025Q4: 711 shares 711 $345K 0.01% +111 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 4,350 shares; 2025Q1: 4,417 shares; 2025Q2: 4,776 shares; 2025Q3: 5,470 shares; 2025Q4: 5,549 shares 5,549 $345K 0.01% +79 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,641 shares; 2024Q4: 12,912 shares; 2025Q1: 17,048 shares; 2025Q2: 15,471 shares; 2025Q3: 15,635 shares; 2025Q4: 18,242 shares 18,242 $344K 0.01% +2,607 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,107 shares; 2025Q1: 4,119 shares; 2025Q2: 4,131 shares; 2025Q3: 4,467 shares; 2025Q4: 4,152 shares 4,152 $342K 0.01% -315 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 4,290 shares; 2025Q1: 6,104 shares; 2025Q2: 3,360 shares; 2025Q3: 4,255 shares; 2025Q4: 11,838 shares 11,838 $341K 0.01% +7,583 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,797 shares; 2025Q1: 2,337 shares; 2025Q2: 2,475 shares; 2025Q3: 3,951 shares; 2025Q4: 3,253 shares 3,253 $337K 0.01% -698 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,660 shares; 2025Q1: 6,557 shares; 2025Q2: 6,564 shares; 2025Q3: 6,570 shares; 2025Q4: 6,579 shares 6,579 $336K 0.01% +9 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 2,995 shares; 2025Q1: 2,937 shares; 2025Q2: 2,953 shares; 2025Q3: 3,914 shares; 2025Q4: 4,225 shares 4,225 $335K 0.01% +311 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 1,098 shares; 2025Q1: 2,465 shares; 2025Q2: 3,790 shares; 2025Q3: 3,330 shares; 2025Q4: 2,458 shares 2,458 $334K 0.01% -872 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,138 shares; 2024Q4: 5,534 shares; 2025Q1: 11,735 shares; 2025Q2: 4,419 shares; 2025Q3: 4,783 shares; 2025Q4: 4,104 shares 4,104 $334K 0.01% -679 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 616 shares; 2025Q1: 783 shares; 2025Q2: 866 shares; 2025Q3: 839 shares; 2025Q4: 1,149 shares 1,149 $333K 0.01% +310 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 760 shares; 2025Q1: 1,113 shares; 2025Q2: 1,209 shares; 2025Q3: 1,448 shares; 2025Q4: 1,467 shares 1,467 $332K 0.01% +19 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 369 shares; 2025Q1: 376 shares; 2025Q2: 575 shares; 2025Q3: 801 shares; 2025Q4: 1,065 shares 1,065 $330K 0.01% +264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 84 shares; 2025Q1: 189 shares; 2025Q2: 436 shares; 2025Q3: 503 shares; 2025Q4: 522 shares 522 $325K 0.01% +19 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,762 shares; 2024Q4: 19,683 shares; 2025Q1: 18,606 shares; 2025Q2: 18,190 shares; 2025Q3: 16,216 shares; 2025Q4: 9,347 shares 9,347 $324K 0.01% -6,869 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 1,959 shares; 2025Q1: 2,313 shares; 2025Q2: 2,729 shares; 2025Q3: 3,205 shares; 2025Q4: 3,147 shares 3,147 $324K 0.01% -58 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,864 shares; 2025Q1: 19,621 shares; 2025Q2: 18,707 shares; 2025Q3: 19,508 shares; 2025Q4: 19,054 shares 19,054 $322K 0.01% -454 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 1,327 shares; 2025Q1: 1,440 shares; 2025Q2: 1,448 shares; 2025Q3: 1,508 shares; 2025Q4: 1,744 shares 1,744 $322K 0.01% +236 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 23,500 shares; 2025Q1: 19,011 shares; 2025Q2: 19,321 shares; 2025Q3: 19,875 shares; 2025Q4: 12,745 shares 12,745 $322K 0.01% -7,130 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,484 shares; 2024Q4: 9,966 shares; 2025Q1: 9,673 shares; 2025Q2: 8,718 shares; 2025Q3: 8,223 shares; 2025Q4: 7,823 shares 7,823 $321K 0.01% -400 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,726 shares 22,726 $321K 0.01% new Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,060 shares; 2024Q4: 10,720 shares; 2025Q1: 10,202 shares; 2025Q2: 8,777 shares; 2025Q3: 7,918 shares; 2025Q4: 5,058 shares 5,058 $319K 0.01% -2,860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 13,689 shares; 2025Q1: 9,028 shares; 2025Q2: 11,006 shares; 2025Q3: 10,172 shares; 2025Q4: 8,782 shares 8,782 $317K 0.01% -1,390 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 434 shares; 2025Q1: 717 shares; 2025Q2: 1,563 shares; 2025Q3: 1,576 shares; 2025Q4: 3,088 shares 3,088 $316K 0.01% +1,512 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,360 shares; 2025Q1: 1,974 shares; 2025Q2: 5,279 shares; 2025Q3: 5,928 shares; 2025Q4: 6,616 shares 6,616 $316K 0.01% +688 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,590 shares; 2025Q1: 2,622 shares; 2025Q2: 2,635 shares; 2025Q3: 2,578 shares; 2025Q4: 2,866 shares 2,866 $316K 0.01% +288 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 3,183 shares; 2025Q1: 3,183 shares; 2025Q2: 3,133 shares; 2025Q3: 2,950 shares; 2025Q4: 2,384 shares 2,384 $314K 0.01% -566 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 56 shares; 2025Q1: 5,209 shares; 2025Q2: 6,012 shares; 2025Q3: 5,064 shares; 2025Q4: 4,538 shares 4,538 $313K 0.01% -526 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 251 shares; 2025Q1: 3,542 shares; 2025Q2: 3,532 shares; 2025Q3: 2,859 shares; 2025Q4: 2,390 shares 2,390 $311K 0.01% -469 Timeline KIDS ORTHOPEDIATRICS CORP More: the full row for ORTHOPEDIATRICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,461 shares; 2024Q4: 19,461 shares; 2025Q1: 19,461 shares; 2025Q2: 19,461 shares; 2025Q3: 19,461 shares; 2025Q4: 17,511 shares 17,511 $311K 0.01% -1,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 5,033 shares; 2025Q1: 5,761 shares; 2025Q2: 6,792 shares; 2025Q3: 4,646 shares; 2025Q4: 4,155 shares 4,155 $309K 0.01% -491 Timeline GHI GREYSTONE HOUSING IMPACT INV More: the full row for GREYSTONE HOUSING IMPACT INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,790 shares; 2025Q3: 43,016 shares; 2025Q4: 44,565 shares 44,565 $307K 0.01% +1,549 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,361 shares; 2025Q1: 1,427 shares; 2025Q2: 1,470 shares; 2025Q3: 1,515 shares; 2025Q4: 17,376 shares 17,376 $307K 0.01% +15,861 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,786 shares; 2025Q1: 1,847 shares; 2025Q2: 1,976 shares; 2025Q3: 2,228 shares; 2025Q4: 2,243 shares 2,243 $305K 0.01% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,744 shares; 2024Q4: 16,216 shares; 2025Q1: 17,073 shares; 2025Q2: 19,466 shares; 2025Q3: 21,655 shares; 2025Q4: 21,341 shares 21,341 $303K 0.01% -314 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 188 shares; 2025Q1: 252 shares; 2025Q2: 226 shares; 2025Q3: 1,985 shares; 2025Q4: 2,014 shares 2,014 $300K 0.01% +29 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 988 shares; 2025Q1: 1,298 shares; 2025Q2: 1,397 shares; 2025Q3: 1,421 shares; 2025Q4: 1,502 shares 1,502 $300K 0.01% +81 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: 3,695 shares; 2025Q4: 7,061 shares 7,061 $297K 0.01% +3,366 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 358 shares; 2025Q1: 603 shares; 2025Q2: 1,047 shares; 2025Q3: 1,628 shares; 2025Q4: 1,304 shares 1,304 $295K 0.01% -324 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,329 shares; 2025Q1: 3,506 shares; 2025Q2: 3,803 shares; 2025Q3: 4,297 shares; 2025Q4: 4,356 shares 4,356 $292K 0.01% +59 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: 4,269 shares; 2025Q4: 4,343 shares 4,343 $292K 0.01% +74 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 640 shares; 2025Q1: 776 shares; 2025Q2: 1,408 shares; 2025Q3: 1,704 shares; 2025Q4: 4,300 shares 4,300 $290K 0.01% +2,596 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 686 shares; 2025Q1: 681 shares; 2025Q2: 1,315 shares; 2025Q3: 824 shares; 2025Q4: 1,037 shares 1,037 $289K 0.01% +213 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,003 shares; 2025Q4: 8,490 shares 8,490 $289K 0.01% +487 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,199 shares; 2024Q4: 11,345 shares; 2025Q1: 3,272 shares; 2025Q2: 3,811 shares; 2025Q3: 3,978 shares; 2025Q4: 4,185 shares 4,185 $289K 0.01% +207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 1,266 shares; 2025Q2: 1,466 shares; 2025Q3: 2,681 shares; 2025Q4: 5,673 shares 5,673 $289K 0.01% +2,992 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 211 shares; 2025Q1: 260 shares; 2025Q2: 230 shares; 2025Q3: 1,663 shares; 2025Q4: 1,545 shares 1,545 $287K 0.01% -118 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 20 shares; 2025Q3: 1,251 shares; 2025Q4: 1,189 shares 1,189 $286K 0.01% -62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,138 shares; 2024Q4: 20,837 shares; 2025Q1: 23,334 shares; 2025Q2: 22,195 shares; 2025Q3: 14,679 shares; 2025Q4: 10,949 shares 10,949 $284K 0.01% -3,730 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 177 shares; 2025Q1: 548 shares; 2025Q2: 540 shares; 2025Q3: 1,045 shares; 2025Q4: 1,569 shares 1,569 $283K 0.01% +524 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,915 shares; 2025Q1: 7,115 shares; 2025Q2: 7,283 shares; 2025Q3: 6,852 shares; 2025Q4: 7,002 shares 7,002 $283K 0.01% +150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,922 shares; 2025Q1: 2,499 shares; 2025Q2: 2,780 shares; 2025Q3: 1,903 shares; 2025Q4: 1,555 shares 1,555 $282K 0.01% -348 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 412 shares; 2025Q3: 2,864 shares; 2025Q4: 3,259 shares 3,259 $281K 0.01% +395 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,997 shares; 2024Q4: 14,477 shares; 2025Q1: 12,619 shares; 2025Q2: 10,383 shares; 2025Q3: 6,422 shares; 2025Q4: 5,896 shares 5,896 $279K 0.01% -526 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,547 shares; 2024Q4: 6,520 shares; 2025Q1: 6,909 shares; 2025Q2: 6,751 shares; 2025Q3: 8,335 shares; 2025Q4: 4,772 shares 4,772 $279K 0.01% -3,563 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 121 shares; 2025Q1: 223 shares; 2025Q2: 395 shares; 2025Q3: 555 shares; 2025Q4: 539 shares 539 $275K 0.01% -16 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 28 shares; 2025Q2: 123 shares; 2025Q3: 10,663 shares; 2025Q4: 16,504 shares 16,504 $275K 0.01% +5,841 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,901 shares; 2025Q1: 789 shares; 2025Q2: 887 shares; 2025Q3: 1,077 shares; 2025Q4: 1,352 shares 1,352 $275K 0.01% +275 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 321 shares; 2025Q1: 694 shares; 2025Q2: 217 shares; 2025Q3: 5,273 shares; 2025Q4: 6,078 shares 6,078 $273K 0.01% +805 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 97 shares; 2025Q1: 386 shares; 2025Q2: 290 shares; 2025Q3: 1,236 shares; 2025Q4: 2,957 shares 2,957 $272K 0.01% +1,721 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 372 shares; 2025Q3: 5,241 shares; 2025Q4: 7,720 shares 7,720 $271K 0.01% +2,479 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 87 shares; 2025Q1: 1,120 shares; 2025Q2: 1,230 shares; 2025Q3: 1,300 shares; 2025Q4: 2,125 shares 2,125 $271K 0.01% +825 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: 4,323 shares; 2025Q1: 5,280 shares; 2025Q2: 6,119 shares; 2025Q3: 7,145 shares; 2025Q4: 8,828 shares 8,828 $270K 0.01% +1,683 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 6,545 shares; 2025Q1: 5,628 shares; 2025Q2: 2,921 shares; 2025Q3: 2,795 shares; 2025Q4: 2,798 shares 2,798 $269K 0.01% +3 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,195 shares; 2025Q1: 2,714 shares; 2025Q2: 2,022 shares; 2025Q3: 11,195 shares; 2025Q4: 10,182 shares 10,182 $267K 0.01% -1,013 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,600 shares 8,600 $266K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,454 shares; 2024Q4: 9,782 shares; 2025Q1: 10,504 shares; 2025Q2: 13,436 shares; 2025Q3: 13,444 shares; 2025Q4: 13,399 shares 13,399 $264K 0.01% -45 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 354 shares; 2025Q1: 573 shares; 2025Q2: 1,672 shares; 2025Q3: 2,099 shares; 2025Q4: 1,939 shares 1,939 $263K 0.01% -160 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 4,329 shares; 2025Q1: 4,329 shares; 2025Q2: 4,130 shares; 2025Q3: 4,200 shares; 2025Q4: 3,292 shares 3,292 $263K 0.01% -908 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 98 shares; 2025Q1: 1,836 shares; 2025Q2: 1,083 shares; 2025Q3: 821 shares; 2025Q4: 10,138 shares 10,138 $262K 0.01% +9,317 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,562 shares; 2025Q1: 1,570 shares; 2025Q2: 1,494 shares; 2025Q3: 1,433 shares; 2025Q4: 1,448 shares 1,448 $262K 0.01% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,601 shares; 2025Q1: 1,605 shares; 2025Q2: 2,348 shares; 2025Q3: 6,989 shares; 2025Q4: 7,208 shares 7,208 $262K 0.01% +219 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,563 shares; 2024Q4: 11,068 shares; 2025Q1: 10,070 shares; 2025Q2: 7,568 shares; 2025Q3: 6,101 shares; 2025Q4: 5,588 shares 5,588 $261K 0.01% -513 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 980 shares; 2025Q1: 1,699 shares; 2025Q2: 1,988 shares; 2025Q3: 2,040 shares; 2025Q4: 1,156 shares 1,156 $260K 0.01% -884 Timeline BULZ BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $260K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,171 shares; 2024Q4: 7,763 shares; 2025Q1: 6,347 shares; 2025Q2: 6,369 shares; 2025Q3: 6,031 shares; 2025Q4: 5,491 shares 5,491 $259K 0.01% -540 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 1,639 shares; 2025Q1: 2,264 shares; 2025Q2: 4,289 shares; 2025Q3: 5,186 shares; 2025Q4: 5,891 shares 5,891 $257K 0.01% +705 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,470 shares; 2025Q1: 3,239 shares; 2025Q2: 3,276 shares; 2025Q3: 2,899 shares; 2025Q4: 2,796 shares 2,796 $254K 0.01% -103 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,850 shares; 2024Q4: 13,085 shares; 2025Q1: 8,346 shares; 2025Q2: 6,191 shares; 2025Q3: 5,344 shares; 2025Q4: 5,352 shares 5,352 $253K 0.01% +8 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 717 shares; 2025Q1: 1,500 shares; 2025Q2: 2,543 shares; 2025Q3: 2,087 shares; 2025Q4: 2,253 shares 2,253 $253K 0.01% +166 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,513 shares; 2025Q1: 5,006 shares; 2025Q2: 5,541 shares; 2025Q3: 5,630 shares; 2025Q4: 7,204 shares 7,204 $253K 0.01% +1,574 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,751 shares 3,751 $246K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,213 shares; 2025Q1: 70 shares; 2025Q2: 15 shares; 2025Q3: 775 shares; 2025Q4: 2,246 shares 2,246 $246K 0.01% +1,471 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,536 shares; 2025Q1: 1,832 shares; 2025Q2: 1,981 shares; 2025Q3: 1,657 shares; 2025Q4: 3,805 shares 3,805 $243K 0.01% +2,148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,589 shares; 2025Q1: 11,589 shares; 2025Q2: 11,589 shares; 2025Q3: 10,789 shares; 2025Q4: 10,789 shares 10,789 $242K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 5,727 shares; 2025Q3: 9,521 shares; 2025Q4: 8,707 shares 8,707 $240K 0.01% -814 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 11,936 shares; 2025Q1: 5,938 shares; 2025Q2: 5,648 shares; 2025Q3: 5,799 shares; 2025Q4: 5,965 shares 5,965 $240K 0.01% +166 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 8,167 shares; 2025Q3: 9,255 shares; 2025Q4: 9,255 shares 9,255 $239K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,062 shares; 2025Q1: 702 shares; 2025Q2: 752 shares; 2025Q3: 2,756 shares; 2025Q4: 2,351 shares 2,351 $237K 0.01% -405 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 832 shares; 2025Q2: 859 shares; 2025Q3: 862 shares; 2025Q4: 1,136 shares 1,136 $236K 0.01% +274 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 1,189 shares; 2025Q1: 2,362 shares; 2025Q2: 2,118 shares; 2025Q3: 1,971 shares; 2025Q4: 2,064 shares 2,064 $233K 0.01% +93 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 8,982 shares; 2025Q1: 9,154 shares; 2025Q2: 11,340 shares; 2025Q3: 9,299 shares; 2025Q4: 8,755 shares 8,755 $232K 0.01% -544 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 371 shares; 2025Q1: 379 shares; 2025Q2: 373 shares; 2025Q3: 457 shares; 2025Q4: 574 shares 574 $232K 0.01% +117 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,818 shares 2,818 $230K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,075 shares; 2025Q2: 2,066 shares; 2025Q3: 2,097 shares; 2025Q4: 2,289 shares 2,289 $229K 0.01% +192 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,554 shares; 2025Q1: 5,227 shares; 2025Q2: 4,698 shares; 2025Q3: 4,701 shares; 2025Q4: 3,240 shares 3,240 $228K 0.01% -1,461 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 824 shares; 2025Q1: 327 shares; 2025Q2: 408 shares; 2025Q3: 493 shares; 2025Q4: 586 shares 586 $228K 0.01% +93 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 6,476 shares; 2025Q4: 6,413 shares 6,413 $227K 0.01% -63 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: 9,271 shares; 2025Q1: 3,317 shares; 2025Q2: 2,614 shares; 2025Q3: 2,894 shares; 2025Q4: 3,104 shares 3,104 $225K 0.01% +210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 1,855 shares; 2025Q1: 3,202 shares; 2025Q2: 4,854 shares; 2025Q3: 3,354 shares; 2025Q4: 6,048 shares 6,048 $224K 0.01% +2,694 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,455 shares; 2025Q1: 1,494 shares; 2025Q2: 1,467 shares; 2025Q3: 1,489 shares; 2025Q4: 2,182 shares 2,182 $224K 0.01% +693 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 8,550 shares; 2025Q1: 15,894 shares; 2025Q2: 18,309 shares; 2025Q3: 9,730 shares; 2025Q4: 8,563 shares 8,563 $223K 0.01% -1,167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 272 shares; 2025Q1: 1,020 shares; 2025Q2: 867 shares; 2025Q3: 844 shares; 2025Q4: 999 shares 999 $223K 0.01% +155 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 2,016 shares; 2025Q1: 2,754 shares; 2025Q2: 2,307 shares; 2025Q3: 1,676 shares; 2025Q4: 1,778 shares 1,778 $222K 0.01% +102 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 8,416 shares; 2025Q1: 13,760 shares; 2025Q2: 16,810 shares; 2025Q3: 16,862 shares; 2025Q4: 7,959 shares 7,959 $222K 0.01% -8,903 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 6,375 shares; 2025Q4: 6,375 shares 6,375 $221K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 125 shares; 2025Q2: 117 shares; 2025Q3: 101 shares; 2025Q4: 166 shares 166 $220K 0.01% +65 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,421 shares; 2024Q4: 9,036 shares; 2025Q1: 7,227 shares; 2025Q2: 4,040 shares; 2025Q3: 3,932 shares; 2025Q4: 3,962 shares 3,962 $217K 0.01% +30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 10,025 shares; 2025Q1: 4,358 shares; 2025Q2: 5,326 shares; 2025Q3: 5,096 shares; 2025Q4: 4,861 shares 4,861 $217K 0.01% -235 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 13 shares; 2025Q2: 19 shares; 2025Q3: 156 shares; 2025Q4: 4,098 shares 4,098 $216K 0.01% +3,942 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,823 shares; 2025Q1: 2,825 shares; 2025Q2: 3,055 shares; 2025Q3: 2,724 shares; 2025Q4: 4,675 shares 4,675 $215K 0.01% +1,951 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 4,548 shares; 2025Q1: 2,053 shares; 2025Q2: 2,596 shares; 2025Q3: 3,827 shares; 2025Q4: 3,908 shares 3,908 $215K 0.01% +81 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: 2,274 shares; 2025Q1: 2,396 shares; 2025Q2: 3,287 shares; 2025Q3: 3,483 shares; 2025Q4: 3,625 shares 3,625 $214K 0.01% +142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,634 shares; 2025Q1: 5,512 shares; 2025Q2: 5,150 shares; 2025Q3: 3,704 shares; 2025Q4: 3,302 shares 3,302 $214K 0.01% -402 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 344 shares; 2025Q1: 571 shares; 2025Q2: 6,811 shares; 2025Q3: 7,042 shares; 2025Q4: 7,164 shares 7,164 $214K 0.01% +122 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 3,415 shares; 2025Q1: 5,033 shares; 2025Q2: 2,721 shares; 2025Q3: 2,948 shares; 2025Q4: 2,497 shares 2,497 $213K 0.01% -451 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 465 shares; 2025Q1: 531 shares; 2025Q2: 2,028 shares; 2025Q3: 2,032 shares; 2025Q4: 1,512 shares 1,512 $209K 0.01% -520 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,027 shares; 2025Q2: 1,005 shares; 2025Q3: 1,022 shares; 2025Q4: 1,040 shares 1,040 $208K 0.01% +18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 15,719 shares; 2025Q1: 10,580 shares; 2025Q2: 9,963 shares; 2025Q3: 8,994 shares; 2025Q4: 8,818 shares 8,818 $206K 0.01% -176 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,075 shares 3,075 $205K 0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 14,252 shares; 2025Q1: 16,289 shares; 2025Q2: 16,589 shares; 2025Q3: 18,738 shares; 2025Q4: 5,765 shares 5,765 $205K 0.01% -12,973 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,959 shares; 2025Q2: 6,364 shares; 2025Q3: 2,514 shares; 2025Q4: 2,855 shares 2,855 $204K 0.01% +341 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 451 shares; 2025Q2: 2,588 shares; 2025Q3: 451 shares; 2025Q4: 490 shares 490 $202K 0.01% +39 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 437 shares; 2025Q1: 2,575 shares; 2025Q2: 2,577 shares; 2025Q3: 2,837 shares; 2025Q4: 2,831 shares 2,831 $202K 0.01% -6 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,257 shares; 2025Q1: 2,303 shares; 2025Q2: 2,493 shares; 2025Q3: 2,297 shares; 2025Q4: 1,632 shares 1,632 $201K 0.01% -665 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 6,066 shares; 2025Q1: 3,013 shares; 2025Q2: 2,788 shares; 2025Q3: 2,091 shares; 2025Q4: 1,928 shares 1,928 $201K 0.01% -163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 4 shares; 2025Q1: 1 shares; 2025Q2: 425 shares; 2025Q3: 555 shares; 2025Q4: 882 shares 882 $201K 0.01% +327 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,250 shares; 2025Q1: 7,754 shares; 2025Q2: 5,163 shares; 2025Q3: 5,237 shares; 2025Q4: 4,455 shares 4,455 $199K 0.01% -782 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,194 shares; 2025Q1: 1,312 shares; 2025Q2: 1,057 shares; 2025Q3: 1,420 shares; 2025Q4: 1,440 shares 1,440 $199K 0.01% +20 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 5,227 shares; 2025Q1: 1,584 shares; 2025Q2: 3,125 shares; 2025Q3: 2,984 shares; 2025Q4: 2,693 shares 2,693 $198K 0.01% -291 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 722 shares; 2025Q1: 931 shares; 2025Q2: 1,537 shares; 2025Q3: 3,088 shares; 2025Q4: 3,020 shares 3,020 $196K 0.01% -68 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 26 shares; 2025Q1: 373 shares; 2025Q2: 414 shares; 2025Q3: 1,739 shares; 2025Q4: 2,534 shares 2,534 $196K 0.01% +795 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,063 shares; 2025Q1: 1,314 shares; 2025Q2: 1,765 shares; 2025Q3: 2,854 shares; 2025Q4: 2,919 shares 2,919 $196K 0.01% +65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 4,601 shares; 2025Q1: 5,370 shares; 2025Q2: 7,127 shares; 2025Q3: 7,567 shares; 2025Q4: 8,149 shares 8,149 $196K 0.01% +582 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,112 shares; 2025Q1: 1,370 shares; 2025Q2: 1,396 shares; 2025Q3: 1,581 shares; 2025Q4: 1,741 shares 1,741 $195K 0.01% +160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 656 shares; 2025Q1: 1,585 shares; 2025Q2: 4,746 shares; 2025Q3: 2,758 shares; 2025Q4: 3,316 shares 3,316 $194K 0.01% +558 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,458 shares; 2024Q4: 9,789 shares; 2025Q1: 9,881 shares; 2025Q2: 9,979 shares; 2025Q3: 10,059 shares; 2025Q4: 10,156 shares 10,156 $192K 0.01% +97 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,574 shares; 2025Q1: 1,697 shares; 2025Q2: 1,715 shares; 2025Q3: 1,891 shares; 2025Q4: 1,913 shares 1,913 $190K 0.01% +22 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 57 shares; 2025Q1: 72 shares; 2025Q2: 78 shares; 2025Q3: 112 shares; 2025Q4: 56 shares 56 $190K 0.01% -56 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 1,310 shares; 2025Q2: 1,305 shares; 2025Q3: 1,334 shares; 2025Q4: 1,448 shares 1,448 $190K 0.01% +114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,645 shares; 2025Q3: 3,561 shares; 2025Q4: 3,200 shares 3,200 $190K 0.01% -361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 200 shares; 2025Q1: 559 shares; 2025Q2: 604 shares; 2025Q3: 5,526 shares; 2025Q4: 8,448 shares 8,448 $189K 0.01% +2,922 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 848 shares; 2025Q1: 1,685 shares; 2025Q2: 1,643 shares; 2025Q3: 1,633 shares; 2025Q4: 1,663 shares 1,663 $189K 0.01% +30 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 11 shares; 2025Q3: 73 shares; 2025Q4: 13,839 shares 13,839 $188K 0.01% +13,766 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,637 shares; 2024Q4: 3,837 shares; 2025Q1: 3,837 shares; 2025Q2: 3,837 shares; 2025Q3: 12,602 shares; 2025Q4: 3,973 shares 3,973 $187K 0.01% -8,629 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 1,415 shares; 2025Q1: 2,160 shares; 2025Q2: 585 shares; 2025Q3: 2,345 shares; 2025Q4: 2,223 shares 2,223 $186K 0.01% -122 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 995 shares; 2025Q3: 999 shares; 2025Q4: 1,010 shares 1,010 $186K 0.01% +11 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 7,390 shares; 2025Q1: 6,922 shares; 2025Q2: 7,411 shares; 2025Q3: 5,771 shares; 2025Q4: 7,840 shares 7,840 $186K 0.01% +2,069 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 3,681 shares 3,681 $186K 0.01% +3,637 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 103 shares; 2025Q1: 544 shares; 2025Q2: 775 shares; 2025Q3: 2,457 shares; 2025Q4: 2,007 shares 2,007 $186K 0.01% -450 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 343 shares; 2025Q2: 1,027 shares; 2025Q3: 1,110 shares; 2025Q4: 2,340 shares 2,340 $185K 0.01% +1,230 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,367 shares; 2025Q2: 4,097 shares; 2025Q3: 4,214 shares; 2025Q4: 4,218 shares 4,218 $185K 0.01% +4 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 85 shares; 2025Q1: 409 shares; 2025Q2: 619 shares; 2025Q3: 739 shares; 2025Q4: 898 shares 898 $184K 0.01% +159 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 6,615 shares; 2025Q1: 6,215 shares; 2025Q2: 5,915 shares; 2025Q3: 5,225 shares; 2025Q4: 5,250 shares 5,250 $184K 0.01% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 7,202 shares; 2025Q1: 656 shares; 2025Q2: 652 shares; 2025Q3: 2,820 shares; 2025Q4: 3,804 shares 3,804 $184K 0.01% +984 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 8,317 shares; 2025Q1: 7,742 shares; 2025Q2: 10,355 shares; 2025Q3: 9,150 shares; 2025Q4: 8,794 shares 8,794 $184K 0.01% -356 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 197 shares; 2025Q1: 1,052 shares; 2025Q2: 1,333 shares; 2025Q3: 873 shares; 2025Q4: 1,043 shares 1,043 $183K 0.01% +170 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 1,386 shares; 2025Q1: 1,582 shares; 2025Q2: 2,374 shares; 2025Q3: 3,094 shares; 2025Q4: 3,413 shares 3,413 $183K 0.01% +319 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 6,130 shares; 2025Q4: 5,767 shares 5,767 $183K 0.01% -363 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,179 shares; 2025Q1: 3,182 shares; 2025Q2: 3,187 shares; 2025Q3: 3,191 shares; 2025Q4: 4,016 shares 4,016 $183K 0.01% +825 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 184 shares; 2025Q1: 415 shares; 2025Q2: 965 shares; 2025Q3: 964 shares; 2025Q4: 3,039 shares 3,039 $182K 0.01% +2,075 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 45 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 1,042 shares 1,042 $180K 0.01% +966 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 2,313 shares; 2025Q3: 2,313 shares; 2025Q4: 2,339 shares 2,339 $179K 0.01% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,892 shares; 2025Q1: 4,682 shares; 2025Q2: 6,570 shares; 2025Q3: 6,830 shares; 2025Q4: 3,935 shares 3,935 $179K 0.01% -2,895 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 275 shares; 2025Q1: 882 shares; 2025Q2: 1,154 shares; 2025Q3: 1,834 shares; 2025Q4: 1,694 shares 1,694 $179K 0.01% -140 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 3,298 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,906 shares; 2025Q4: 1,852 shares 1,852 $178K 0.01% -54 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 378 shares; 2025Q1: 1,168 shares; 2025Q2: 829 shares; 2025Q3: 820 shares; 2025Q4: 2,963 shares 2,963 $178K 0.01% +2,143 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 6,033 shares; 2025Q1: 6,027 shares; 2025Q2: 6,050 shares; 2025Q3: 6,303 shares; 2025Q4: 6,300 shares 6,300 $176K 0.01% -3 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,300 shares; 2025Q1: 1,556 shares; 2025Q2: 1,545 shares; 2025Q3: 1,349 shares; 2025Q4: 1,397 shares 1,397 $176K 0.01% +48 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 96 shares; 2025Q1: 366 shares; 2025Q2: 248 shares; 2025Q3: 201 shares; 2025Q4: 229 shares 229 $175K 0.01% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,322 shares; 2025Q1: 2,147 shares; 2025Q2: 2,176 shares; 2025Q3: 2,301 shares; 2025Q4: 2,317 shares 2,317 $175K 0.01% +16 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 830 shares; 2025Q1: 855 shares; 2025Q2: 2,855 shares; 2025Q3: 870 shares; 2025Q4: 1,886 shares 1,886 $173K 0.01% +1,016 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 1,619 shares; 2025Q1: 1,620 shares; 2025Q2: 1,139 shares; 2025Q3: 1,253 shares; 2025Q4: 1,221 shares 1,221 $172K 0.01% -32 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 1,640 shares 1,640 $172K 0.01% +1,373 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,471 shares; 2025Q3: 1,424 shares; 2025Q4: 1,434 shares 1,434 $171K 0.01% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 475 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 677 shares; 2025Q4: 679 shares 679 $171K 0.01% +2 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,270 shares; 2025Q1: 2,515 shares; 2025Q2: 2,540 shares; 2025Q3: 2,542 shares; 2025Q4: 3,806 shares 3,806 $170K 0.01% +1,264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,530 shares; 2025Q4: 2,766 shares 2,766 $169K 0.01% +1,236 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 378 shares; 2025Q1: 436 shares; 2025Q2: 785 shares; 2025Q3: 547 shares; 2025Q4: 1,954 shares 1,954 $169K 0.01% +1,407 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,843 shares; 2025Q1: 3,705 shares; 2025Q2: 3,498 shares; 2025Q3: 3,115 shares; 2025Q4: 3,112 shares 3,112 $169K 0.01% -3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,620 shares; 2024Q4: 14,192 shares; 2025Q1: 13,907 shares; 2025Q2: 11,440 shares; 2025Q3: 8,985 shares; 2025Q4: 8,755 shares 8,755 $168K 0.01% -230 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 6,569 shares 6,569 $168K 0.01% +4,041 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,408 shares; 2025Q1: 3,071 shares; 2025Q2: 4,057 shares; 2025Q3: 3,990 shares; 2025Q4: 3,148 shares 3,148 $166K 0.01% -842 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 1,059 shares; 2025Q1: 1,132 shares; 2025Q2: 415 shares; 2025Q3: 482 shares; 2025Q4: 429 shares 429 $164K 0.01% -53 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: 964 shares; 2025Q2: 1,146 shares; 2025Q3: 1,553 shares; 2025Q4: 2,566 shares 2,566 $164K 0.01% +1,013 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 548 shares; 2025Q1: 954 shares; 2025Q2: 950 shares; 2025Q3: 1,445 shares; 2025Q4: 1,498 shares 1,498 $164K 0.01% +53 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 1,729 shares; 2025Q4: 1,346 shares 1,346 $164K 0.01% -383 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 2,144 shares; 2025Q1: 1,533 shares; 2025Q2: 1,642 shares; 2025Q3: 1,869 shares; 2025Q4: 1,895 shares 1,895 $164K 0.01% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,476 shares; 2025Q1: 2,954 shares; 2025Q2: 3,438 shares; 2025Q3: 4,321 shares; 2025Q4: 4,264 shares 4,264 $163K 0.01% -57 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 58 shares; 2025Q1: 66 shares; 2025Q2: 5,127 shares; 2025Q3: 2,607 shares; 2025Q4: 2,539 shares 2,539 $163K 0.01% -68 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 593 shares; 2025Q1: 852 shares; 2025Q2: 546 shares; 2025Q3: 732 shares; 2025Q4: 1,000 shares 1,000 $163K 0.01% +268 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 327 shares; 2025Q1: 216 shares; 2025Q2: 942 shares; 2025Q3: 2,230 shares; 2025Q4: 2,420 shares 2,420 $162K 0.01% +190 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 6,742 shares; 2025Q1: 7,214 shares; 2025Q2: 6,644 shares; 2025Q3: 7,771 shares; 2025Q4: 7,273 shares 7,273 $162K 0.01% -498 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 558 shares; 2025Q1: 1,659 shares; 2025Q2: 2,449 shares; 2025Q3: 1,523 shares; 2025Q4: 1,952 shares 1,952 $162K 0.01% +429 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,007 shares; 2025Q1: 1,012 shares; 2025Q2: 953 shares; 2025Q3: 912 shares; 2025Q4: 908 shares 908 $161K 0.01% -4 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 1,206 shares; 2025Q1: 40 shares; 2025Q2: 484 shares; 2025Q3: 738 shares; 2025Q4: 942 shares 942 $161K 0.01% +204 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 391 shares; 2025Q1: 748 shares; 2025Q2: 1,085 shares; 2025Q3: 1,265 shares; 2025Q4: 3,427 shares 3,427 $160K 0.01% +2,162 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 233 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 467 shares 467 $160K 0.01% +168 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,329 shares; 2025Q4: 3,329 shares 3,329 $160K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 94 shares; 2025Q1: 495 shares; 2025Q2: 813 shares; 2025Q3: 643 shares; 2025Q4: 780 shares 780 $159K 0.01% +137 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $159K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 151 shares; 2025Q1: 522 shares; 2025Q2: 877 shares; 2025Q3: 984 shares; 2025Q4: 748 shares 748 $158K 0.01% -236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 4,155 shares; 2025Q1: 4,153 shares; 2025Q2: 2,473 shares; 2025Q3: 2,420 shares; 2025Q4: 2,439 shares 2,439 $157K 0.01% +19 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,518 shares; 2025Q1: 1,505 shares; 2025Q2: 1,540 shares; 2025Q3: 2,014 shares; 2025Q4: 1,940 shares 1,940 $156K 0.01% -74 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: not reported; 2025Q4: 5,450 shares 5,450 $156K 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,943 shares; 2025Q1: 1,013 shares; 2025Q2: 808 shares; 2025Q3: 661 shares; 2025Q4: 597 shares 597 $155K 0.01% -64 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 2,536 shares; 2025Q1: 3,757 shares; 2025Q2: 3,671 shares; 2025Q3: 2,072 shares; 2025Q4: 2,106 shares 2,106 $155K 0.01% +34 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 5,078 shares 5,078 $154K 0.01% +5,004 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 1,296 shares; 2025Q1: 1,402 shares; 2025Q2: 1,704 shares; 2025Q3: 2,212 shares; 2025Q4: 1,841 shares 1,841 $154K 0.01% -371 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 236 shares; 2025Q1: 389 shares; 2025Q2: 570 shares; 2025Q3: 517 shares; 2025Q4: 605 shares 605 $153K 0.01% +88 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,196 shares; 2025Q1: 1,211 shares; 2025Q2: 1,214 shares; 2025Q3: 1,405 shares; 2025Q4: 1,472 shares 1,472 $153K 0.01% +67 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 109 shares; 2025Q2: 112 shares; 2025Q3: 423 shares; 2025Q4: 2,824 shares 2,824 $153K 0.01% +2,401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 4,589 shares; 2025Q4: 2,185 shares 2,185 $152K 0.01% -2,404 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,050 shares; 2024Q4: 7,690 shares; 2025Q1: 8,514 shares; 2025Q2: 8,667 shares; 2025Q3: 8,817 shares; 2025Q4: 7,058 shares 7,058 $152K 0.01% -1,759 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 237 shares; 2025Q1: 366 shares; 2025Q2: 1,443 shares; 2025Q3: 1,489 shares; 2025Q4: 1,530 shares 1,530 $151K 0.01% +41 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 248 shares; 2025Q1: 439 shares; 2025Q2: 509 shares; 2025Q3: 651 shares; 2025Q4: 679 shares 679 $151K 0.01% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $151K 0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 994 shares; 2025Q2: 914 shares; 2025Q3: 2,480 shares; 2025Q4: 1,970 shares 1,970 $150K 0.01% -510 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 4,531 shares; 2025Q1: 4,213 shares; 2025Q2: 4,969 shares; 2025Q3: 3,011 shares; 2025Q4: 3,260 shares 3,260 $149K <0.01% +249 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 5,474 shares; 2025Q1: 1,250 shares; 2025Q2: 1,284 shares; 2025Q3: 1,347 shares; 2025Q4: 1,685 shares 1,685 $149K <0.01% +338 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 327 shares; 2025Q1: 396 shares; 2025Q2: 701 shares; 2025Q3: 778 shares; 2025Q4: 927 shares 927 $149K <0.01% +149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,161 shares; 2025Q1: 1,584 shares; 2025Q2: 1,109 shares; 2025Q3: 1,160 shares; 2025Q4: 1,123 shares 1,123 $149K <0.01% -37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,246 shares; 2025Q1: 1,359 shares; 2025Q2: 1,361 shares; 2025Q3: 1,363 shares; 2025Q4: 1,367 shares 1,367 $149K <0.01% +4 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 1,569 shares; 2025Q1: 1,678 shares; 2025Q2: 2,169 shares; 2025Q3: 1,703 shares; 2025Q4: 1,869 shares 1,869 $148K <0.01% +166 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 2,168 shares 2,168 $147K <0.01% +1,453 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 961 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1,036 shares 1,036 $147K <0.01% +1,035 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 474 shares; 2025Q3: 373 shares; 2025Q4: 1,204 shares 1,204 $146K <0.01% +831 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 578 shares; 2025Q1: 8,194 shares; 2025Q2: 7,413 shares; 2025Q3: 7,418 shares; 2025Q4: 6,988 shares 6,988 $146K <0.01% -430 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 612 shares; 2025Q1: 989 shares; 2025Q2: 1,535 shares; 2025Q3: 1,631 shares; 2025Q4: 1,489 shares 1,489 $145K <0.01% -142 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 63 shares; 2025Q1: 579 shares; 2025Q2: 1,660 shares; 2025Q3: 1,860 shares; 2025Q4: 1,783 shares 1,783 $144K <0.01% -77 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 292 shares; 2025Q1: 424 shares; 2025Q2: 734 shares; 2025Q3: 1,045 shares; 2025Q4: 931 shares 931 $144K <0.01% -114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,513 shares; 2025Q1: 321 shares; 2025Q2: 2,397 shares; 2025Q3: 1,813 shares; 2025Q4: 1,576 shares 1,576 $144K <0.01% -237 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 521 shares; 2025Q1: 309 shares; 2025Q2: 897 shares; 2025Q3: 974 shares; 2025Q4: 1,001 shares 1,001 $144K <0.01% +27 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 4,428 shares; 2025Q1: 2,939 shares; 2025Q2: 3,539 shares; 2025Q3: 5,659 shares; 2025Q4: 3,731 shares 3,731 $143K <0.01% -1,928 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 664 shares; 2025Q1: 304 shares; 2025Q2: 198 shares; 2025Q3: 640 shares; 2025Q4: 694 shares 694 $143K <0.01% +54 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,413 shares; 2025Q1: 400 shares; 2025Q2: 710 shares; 2025Q3: 757 shares; 2025Q4: 1,005 shares 1,005 $143K <0.01% +248 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares 590 $142K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 678 shares; 2025Q1: 1,281 shares; 2025Q2: 1,392 shares; 2025Q3: 1,547 shares; 2025Q4: 1,815 shares 1,815 $142K <0.01% +268 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,199 shares; 2025Q1: 4,935 shares; 2025Q2: 4,007 shares; 2025Q3: 3,434 shares; 2025Q4: 2,843 shares 2,843 $142K <0.01% -591 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 864 shares; 2025Q1: 958 shares; 2025Q2: 1,630 shares; 2025Q3: 1,147 shares; 2025Q4: 1,282 shares 1,282 $141K <0.01% +135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 4,183 shares; 2025Q4: 4,195 shares 4,195 $141K <0.01% +12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1,200 shares; 2025Q1: 1,207 shares; 2025Q2: 1,200 shares; 2025Q3: 1,215 shares; 2025Q4: 1,236 shares 1,236 $141K <0.01% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 728 shares; 2025Q1: 8,899 shares; 2025Q2: 6,617 shares; 2025Q3: 6,621 shares; 2025Q4: 8,420 shares 8,420 $141K <0.01% +1,799 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,592 shares; 2025Q1: 1,598 shares; 2025Q2: 1,605 shares; 2025Q3: 1,612 shares; 2025Q4: 1,501 shares 1,501 $140K <0.01% -111 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 3,970 shares; 2025Q1: 3,798 shares; 2025Q2: 3,809 shares; 2025Q3: 3,669 shares; 2025Q4: 3,678 shares 3,678 $139K <0.01% +9 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 252 shares; 2025Q1: 736 shares; 2025Q2: 791 shares; 2025Q3: 901 shares; 2025Q4: 862 shares 862 $139K <0.01% -39 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 7,679 shares; 2025Q1: 7,735 shares; 2025Q2: 7,866 shares; 2025Q3: 7,994 shares; 2025Q4: 6,261 shares 6,261 $138K <0.01% -1,733 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 224 shares; 2025Q1: 276 shares; 2025Q2: 320 shares; 2025Q3: 478 shares; 2025Q4: 478 shares 478 $138K <0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 294 shares; 2025Q3: 14 shares; 2025Q4: 2,852 shares 2,852 $137K <0.01% +2,838 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,777 shares; 2025Q1: 2,773 shares; 2025Q2: 2,747 shares; 2025Q3: 2,676 shares; 2025Q4: 2,627 shares 2,627 $137K <0.01% -49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 992 shares; 2025Q1: 625 shares; 2025Q2: 2,996 shares; 2025Q3: 3,095 shares; 2025Q4: 4,658 shares 4,658 $136K <0.01% +1,563 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 461 shares; 2025Q1: 498 shares; 2025Q2: 1,030 shares; 2025Q3: 1,960 shares; 2025Q4: 1,963 shares 1,963 $136K <0.01% +3 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 209 shares; 2025Q1: 669 shares; 2025Q2: 1,048 shares; 2025Q3: 892 shares; 2025Q4: 595 shares 595 $136K <0.01% -297 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 12 shares; 2025Q1: 273 shares; 2025Q2: 254 shares; 2025Q3: 326 shares; 2025Q4: 477 shares 477 $135K <0.01% +151 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 1,006 shares; 2025Q1: 1,008 shares; 2025Q2: 3,809 shares; 2025Q3: 994 shares; 2025Q4: 5,235 shares 5,235 $135K <0.01% +4,241 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,926 shares; 2025Q1: 2,943 shares; 2025Q2: 2,989 shares; 2025Q3: 3,018 shares; 2025Q4: 3,064 shares 3,064 $135K <0.01% +46 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,036 shares; 2025Q1: 3,036 shares; 2025Q2: 3,036 shares; 2025Q3: 3,036 shares; 2025Q4: 3,036 shares 3,036 $134K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 720 shares; 2025Q1: 794 shares; 2025Q2: 1,701 shares; 2025Q3: 2,246 shares; 2025Q4: 1,906 shares 1,906 $133K <0.01% -340 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,082 shares; 2025Q4: 10,215 shares 10,215 $133K <0.01% +8,133 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,803 shares; 2025Q1: 1,823 shares; 2025Q2: 1,843 shares; 2025Q3: 3,493 shares; 2025Q4: 5,058 shares 5,058 $133K <0.01% +1,565 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 683 shares; 2025Q1: 782 shares; 2025Q2: 826 shares; 2025Q3: 997 shares; 2025Q4: 1,108 shares 1,108 $133K <0.01% +111 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 384 shares; 2025Q1: 749 shares; 2025Q2: 560 shares; 2025Q3: 554 shares; 2025Q4: 679 shares 679 $133K <0.01% +125 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,895 shares; 2025Q1: 1,877 shares; 2025Q2: 1,123 shares; 2025Q3: 2,280 shares; 2025Q4: 2,036 shares 2,036 $133K <0.01% -244 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares 992 $132K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 21 shares; 2025Q1: 43 shares; 2025Q2: 49 shares; 2025Q3: 44 shares; 2025Q4: 61 shares 61 $131K <0.01% +17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares 3,650 $130K <0.01% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 106 shares; 2025Q1: 546 shares; 2025Q2: 1,690 shares; 2025Q3: 1,715 shares; 2025Q4: 1,804 shares 1,804 $130K <0.01% +89 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,291 shares; 2025Q1: 1,091 shares; 2025Q2: 1,271 shares; 2025Q3: 3,810 shares; 2025Q4: 871 shares 871 $130K <0.01% -2,939 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 694 shares; 2025Q2: 1,030 shares; 2025Q3: 726 shares; 2025Q4: 764 shares 764 $130K <0.01% +38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 899 shares; 2025Q2: 495 shares; 2025Q3: 4,863 shares; 2025Q4: 4,617 shares 4,617 $129K <0.01% -246 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,351 shares; 2025Q1: 2,369 shares; 2025Q2: 1,805 shares; 2025Q3: 1,769 shares; 2025Q4: 1,774 shares 1,774 $129K <0.01% +5 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares 1,985 $129K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,216 shares; 2025Q3: 14,389 shares; 2025Q4: 14,030 shares 14,030 $128K <0.01% -359 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,812 shares; 2025Q2: 5,812 shares; 2025Q3: 5,812 shares; 2025Q4: 5,812 shares 5,812 $128K <0.01% 0 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,055 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 6,055 shares 6,055 $128K <0.01% 0 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,086 shares; 2025Q2: 5,086 shares; 2025Q3: 5,086 shares; 2025Q4: 5,086 shares 5,086 $128K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,514 shares; 2025Q2: 5,514 shares; 2025Q3: 5,514 shares; 2025Q4: 5,514 shares 5,514 $128K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares; 2025Q3: 5,419 shares; 2025Q4: 5,419 shares 5,419 $127K <0.01% 0 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,922 shares; 2025Q2: 4,922 shares; 2025Q3: 4,922 shares; 2025Q4: 4,922 shares 4,922 $127K <0.01% 0 Timeline EGUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 2,398 shares 2,398 $127K <0.01% +1,778 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,570 shares 4,570 $127K <0.01% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,349 shares; 2025Q2: 5,349 shares; 2025Q3: 5,349 shares; 2025Q4: 5,349 shares 5,349 $127K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 855 shares; 2025Q1: 640 shares; 2025Q2: 1,593 shares; 2025Q3: 2,057 shares; 2025Q4: 2,580 shares 2,580 $127K <0.01% +523 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 45 shares; 2025Q1: 212 shares; 2025Q2: 178 shares; 2025Q3: 230 shares; 2025Q4: 220 shares 220 $126K <0.01% -10 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,337 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares; 2025Q4: 5,337 shares 5,337 $126K <0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 5,832 shares; 2025Q1: 7,082 shares; 2025Q2: 7,082 shares; 2025Q3: 7,082 shares; 2025Q4: 7,097 shares 7,097 $126K <0.01% +15 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 133 shares; 2025Q1: 429 shares; 2025Q2: 837 shares; 2025Q3: 1,294 shares; 2025Q4: 1,483 shares 1,483 $125K <0.01% +189 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 289 shares; 2025Q1: 407 shares; 2025Q2: 822 shares; 2025Q3: 993 shares; 2025Q4: 965 shares 965 $125K <0.01% -28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 4,398 shares; 2025Q1: 4,402 shares; 2025Q2: 5,221 shares; 2025Q3: 5,153 shares; 2025Q4: 5,109 shares 5,109 $125K <0.01% -44 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 3,020 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 854 shares; 2025Q4: 1,145 shares 1,145 $124K <0.01% +291 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 274 shares; 2025Q1: 275 shares; 2025Q2: 422 shares; 2025Q3: 377 shares; 2025Q4: 962 shares 962 $124K <0.01% +585 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 1,478 shares; 2025Q1: 2,017 shares; 2025Q2: 2,839 shares; 2025Q3: 2,252 shares; 2025Q4: 2,477 shares 2,477 $124K <0.01% +225 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 192 shares; 2025Q1: 428 shares; 2025Q2: 713 shares; 2025Q3: 1,050 shares; 2025Q4: 1,309 shares 1,309 $123K <0.01% +259 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,322 shares; 2025Q1: 4,322 shares; 2025Q2: 4,774 shares; 2025Q3: 5,089 shares; 2025Q4: 5,063 shares 5,063 $122K <0.01% -26 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 298 shares; 2025Q4: 3,166 shares 3,166 $121K <0.01% +2,868 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 127 shares; 2025Q1: 184 shares; 2025Q2: 262 shares; 2025Q3: 189 shares; 2025Q4: 3,226 shares 3,226 $121K <0.01% +3,037 Timeline DLAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 911 shares; 2025Q4: 3,854 shares 3,854 $121K <0.01% +2,943 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 4,416 shares 4,416 $120K <0.01% +3,696 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 5 shares; 2025Q2: 228 shares; 2025Q3: 2,162 shares; 2025Q4: 2,446 shares 2,446 $120K <0.01% +284 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 1,707 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,864 shares; 2025Q4: 1,866 shares 1,866 $120K <0.01% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,226 shares; 2025Q1: 3,771 shares; 2025Q2: 1,689 shares; 2025Q3: 2,796 shares; 2025Q4: 2,899 shares 2,899 $119K <0.01% +103 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,214 shares; 2024Q4: 63,548 shares; 2025Q1: 61,321 shares; 2025Q2: 50,463 shares; 2025Q3: 49,677 shares; 2025Q4: 38,710 shares 38,710 $119K <0.01% -10,967 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,800 shares 6,800 $119K <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 163 shares; 2025Q1: 81 shares; 2025Q2: 517 shares; 2025Q3: 638 shares; 2025Q4: 675 shares 675 $119K <0.01% +37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 3,043 shares; 2025Q1: 2,228 shares; 2025Q2: 2,270 shares; 2025Q3: 2,385 shares; 2025Q4: 1,952 shares 1,952 $118K <0.01% -433 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,691 shares; 2025Q1: 2,922 shares; 2025Q2: 7,101 shares; 2025Q3: 4,629 shares; 2025Q4: 2,844 shares 2,844 $117K <0.01% -1,785 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,040 shares; 2025Q1: 1,042 shares; 2025Q2: 1,044 shares; 2025Q3: 1,016 shares; 2025Q4: 928 shares 928 $117K <0.01% -88 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 37 shares; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: 606 shares; 2025Q4: 193 shares 193 $117K <0.01% -413 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 67 shares; 2025Q2: 364 shares; 2025Q3: 1,852 shares; 2025Q4: 1,833 shares 1,833 $116K <0.01% -19 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 811 shares; 2025Q1: 2,300 shares; 2025Q2: 2,417 shares; 2025Q3: 1,705 shares; 2025Q4: 4,158 shares 4,158 $116K <0.01% +2,453 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 208 shares; 2025Q1: 293 shares; 2025Q2: 461 shares; 2025Q3: 575 shares; 2025Q4: 675 shares 675 $116K <0.01% +100 Timeline WW WW INTL INC More: the full row for WW INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares; 2025Q4: 3,962 shares 3,962 $116K <0.01% +2,009 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 2,208 shares 2,208 $116K <0.01% +1,908 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 810 shares; 2025Q1: 4,430 shares; 2025Q2: 3,139 shares; 2025Q3: 2,856 shares; 2025Q4: 2,699 shares 2,699 $116K <0.01% -157 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,414 shares; 2025Q1: 3,490 shares; 2025Q2: 3,605 shares; 2025Q3: 3,463 shares; 2025Q4: 3,248 shares 3,248 $116K <0.01% -215 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,659 shares 1,659 $115K <0.01% new Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares; 2025Q4: 4,662 shares 4,662 $115K <0.01% 0 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,080 shares 4,080 $114K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 70 shares; 2025Q1: 325 shares; 2025Q2: 698 shares; 2025Q3: 737 shares; 2025Q4: 712 shares 712 $114K <0.01% -25 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,116 shares; 2025Q1: 933 shares; 2025Q2: 4,015 shares; 2025Q3: 1,759 shares; 2025Q4: 11,297 shares 11,297 $114K <0.01% +9,538 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 581 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 3,415 shares; 2025Q4: 3,445 shares 3,445 $114K <0.01% +30 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 1,809 shares; 2025Q1: 2,016 shares; 2025Q2: 1,127 shares; 2025Q3: 1,067 shares; 2025Q4: 1,092 shares 1,092 $114K <0.01% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 5,489 shares; 2025Q1: 5,489 shares; 2025Q2: 5,489 shares; 2025Q3: 5,489 shares; 2025Q4: 5,489 shares 5,489 $113K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 3,419 shares; 2025Q1: 3,329 shares; 2025Q2: 4,157 shares; 2025Q3: 4,288 shares; 2025Q4: 2,424 shares 2,424 $113K <0.01% -1,864 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 116 shares; 2025Q1: 293 shares; 2025Q2: 303 shares; 2025Q3: 778 shares; 2025Q4: 833 shares 833 $113K <0.01% +55 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 71 shares; 2025Q1: 103 shares; 2025Q2: 74 shares; 2025Q3: 69 shares; 2025Q4: 1,574 shares 1,574 $112K <0.01% +1,505 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,287 shares; 2025Q4: 31,468 shares 31,468 $112K <0.01% +5,181 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 4,563 shares; 2025Q1: 2,475 shares; 2025Q2: 2,492 shares; 2025Q3: 1,136 shares; 2025Q4: 1,171 shares 1,171 $112K <0.01% +35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 2,845 shares; 2025Q1: 1,250 shares; 2025Q2: 1,253 shares; 2025Q3: 1,063 shares; 2025Q4: 1,142 shares 1,142 $111K <0.01% +79 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 504 shares; 2025Q1: 559 shares; 2025Q2: 616 shares; 2025Q3: 653 shares; 2025Q4: 694 shares 694 $111K <0.01% +41 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,290 shares; 2024Q4: 9,864 shares; 2025Q1: 8,674 shares; 2025Q2: 6,723 shares; 2025Q3: 6,122 shares; 2025Q4: 8,360 shares 8,360 $110K <0.01% +2,238 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 8,689 shares; 2025Q1: 2,495 shares; 2025Q2: 1,684 shares; 2025Q3: 1,928 shares; 2025Q4: 1,882 shares 1,882 $110K <0.01% -46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 2,425 shares; 2025Q1: 2,376 shares; 2025Q2: 2,420 shares; 2025Q3: 1,986 shares; 2025Q4: 2,315 shares 2,315 $110K <0.01% +329 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 362 shares; 2025Q1: 2,272 shares; 2025Q2: 1,886 shares; 2025Q3: 2,229 shares; 2025Q4: 1,727 shares 1,727 $110K <0.01% -502 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 109 shares; 2025Q3: 72 shares; 2025Q4: 2,142 shares 2,142 $109K <0.01% +2,070 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 127 shares; 2025Q1: 615 shares; 2025Q2: 889 shares; 2025Q3: 615 shares; 2025Q4: 823 shares 823 $109K <0.01% +208 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,107 shares; 2025Q2: 2,397 shares; 2025Q3: 3,488 shares; 2025Q4: 2,911 shares 2,911 $109K <0.01% -577 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 4,972 shares; 2025Q1: 5,468 shares; 2025Q2: 5,444 shares; 2025Q3: 7,823 shares; 2025Q4: 7,000 shares 7,000 $109K <0.01% -823 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 330 shares; 2025Q2: 593 shares; 2025Q3: 784 shares; 2025Q4: 2,378 shares 2,378 $109K <0.01% +1,594 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 116 shares; 2025Q1: 128 shares; 2025Q2: 124 shares; 2025Q3: 101 shares; 2025Q4: 108 shares 108 $109K <0.01% +7 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,542 shares 2,542 $109K <0.01% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 30 shares; 2025Q1: 308 shares; 2025Q2: 253 shares; 2025Q3: 268 shares; 2025Q4: 450 shares 450 $108K <0.01% +182 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,256 shares; 2025Q3: 2,568 shares; 2025Q4: 2,568 shares 2,568 $108K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,834 shares; 2025Q3: 2,553 shares; 2025Q4: 3,842 shares 3,842 $108K <0.01% +1,289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares 3,075 $107K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 210 shares; 2025Q1: 3,564 shares; 2025Q2: 1,315 shares; 2025Q3: 1,110 shares; 2025Q4: 1,250 shares 1,250 $107K <0.01% +140 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares 2,573 $107K <0.01% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,528 shares 2,528 $107K <0.01% new Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,780 shares 1,780 $106K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,151 shares; 2025Q1: 910 shares; 2025Q2: 960 shares; 2025Q3: 1,199 shares; 2025Q4: 1,287 shares 1,287 $106K <0.01% +88 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 969 shares; 2025Q1: 612 shares; 2025Q2: 603 shares; 2025Q3: 915 shares; 2025Q4: 915 shares 915 $105K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 1,794 shares; 2025Q1: 2,995 shares; 2025Q2: 1,444 shares; 2025Q3: 503 shares; 2025Q4: 1,250 shares 1,250 $104K <0.01% +747 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 1,343 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,594 shares 1,594 $104K <0.01% +1 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 48 shares; 2025Q1: 183 shares; 2025Q2: 421 shares; 2025Q3: 533 shares; 2025Q4: 648 shares 648 $104K <0.01% +115 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 612 shares; 2025Q1: 613 shares; 2025Q2: 1,017 shares; 2025Q3: 934 shares; 2025Q4: 938 shares 938 $103K <0.01% +4 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 1,264 shares; 2025Q1: 1,663 shares; 2025Q2: 1,930 shares; 2025Q3: 2,415 shares; 2025Q4: 2,923 shares 2,923 $102K <0.01% +508 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,374 shares; 2025Q1: 2,385 shares; 2025Q2: 2,397 shares; 2025Q3: 2,408 shares; 2025Q4: 2,418 shares 2,418 $102K <0.01% +10 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 5,863 shares; 2025Q1: 6,641 shares; 2025Q2: 10,122 shares; 2025Q3: 11,578 shares; 2025Q4: 12,077 shares 12,077 $101K <0.01% +499 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 246 shares; 2025Q1: 304 shares; 2025Q2: 482 shares; 2025Q3: 570 shares; 2025Q4: 577 shares 577 $101K <0.01% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $100K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $100K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $100K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 76 shares; 2025Q1: 26 shares; 2025Q2: 212 shares; 2025Q3: 196 shares; 2025Q4: 238 shares 238 $99.9K <0.01% +42 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 521 shares; 2025Q1: 557 shares; 2025Q2: 678 shares; 2025Q3: 704 shares; 2025Q4: 730 shares 730 $99.4K <0.01% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares; 2025Q3: 2,615 shares; 2025Q4: 2,465 shares 2,465 $99.2K <0.01% -150 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 475 shares; 2025Q1: 2,327 shares; 2025Q2: 1,884 shares; 2025Q3: 1,576 shares; 2025Q4: 1,494 shares 1,494 $99.2K <0.01% -82 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 26 shares; 2025Q2: 521 shares; 2025Q3: 1,276 shares; 2025Q4: 1,313 shares 1,313 $98.9K <0.01% +37 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 436 shares; 2025Q3: 26 shares; 2025Q4: 2,014 shares 2,014 $98.7K <0.01% +1,988 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 22 shares; 2025Q1: 163 shares; 2025Q2: 135 shares; 2025Q3: 149 shares; 2025Q4: 754 shares 754 $98.5K <0.01% +605 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 910 shares; 2025Q1: 754 shares; 2025Q2: 1,014 shares; 2025Q3: 860 shares; 2025Q4: 1,025 shares 1,025 $98.3K <0.01% +165 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 1,370 shares; 2025Q1: 1,372 shares; 2025Q2: 1,409 shares; 2025Q3: 978 shares; 2025Q4: 3,066 shares 3,066 $98.2K <0.01% +2,088 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 80 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 444 shares; 2025Q4: 2,142 shares 2,142 $98K <0.01% +1,698 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 273 shares; 2025Q1: 288 shares; 2025Q2: 582 shares; 2025Q3: 2,142 shares; 2025Q4: 1,669 shares 1,669 $98K <0.01% -473 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,850 shares; 2025Q2: 6,723 shares; 2025Q3: 1,508 shares; 2025Q4: 1,434 shares 1,434 $97.6K <0.01% -74 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 729 shares 729 $97.3K <0.01% +609 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,775 shares; 2025Q3: 10,725 shares; 2025Q4: 10,575 shares 10,575 $97.3K <0.01% -150 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 2,500 shares; 2025Q3: 3,088 shares; 2025Q4: 3,659 shares 3,659 $97.2K <0.01% +571 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 578 shares; 2025Q1: 682 shares; 2025Q2: 1,514 shares; 2025Q3: 969 shares; 2025Q4: 1,101 shares 1,101 $97.1K <0.01% +132 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,716 shares; 2025Q1: 3,920 shares; 2025Q2: 3,815 shares; 2025Q3: 1,443 shares; 2025Q4: 1,305 shares 1,305 $96.1K <0.01% -138 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,671 shares 1,671 $96K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 112 shares; 2025Q1: 199 shares; 2025Q2: 222 shares; 2025Q3: 300 shares; 2025Q4: 241 shares 241 $95.8K <0.01% -59 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 904 shares; 2025Q1: 797 shares; 2025Q2: 583 shares; 2025Q3: 616 shares; 2025Q4: 215 shares 215 $95.7K <0.01% -401 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 535 shares; 2025Q3: 421 shares; 2025Q4: 1,130 shares 1,130 $95.6K <0.01% +709 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 132 shares; 2025Q1: 304 shares; 2025Q2: 572 shares; 2025Q3: 562 shares; 2025Q4: 391 shares 391 $95K <0.01% -171 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 652 shares; 2025Q3: 1,047 shares; 2025Q4: 1,280 shares 1,280 $94.3K <0.01% +233 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 6,279 shares 6,279 $94.1K <0.01% +5,715 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 44 shares; 2025Q3: 5,587 shares; 2025Q4: 10,404 shares 10,404 $93.9K <0.01% +4,817 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 453 shares; 2025Q3: 816 shares; 2025Q4: 587 shares 587 $93.6K <0.01% -229 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 209 shares; 2025Q1: 494 shares; 2025Q2: 1,051 shares; 2025Q3: 1,152 shares; 2025Q4: 1,178 shares 1,178 $93.3K <0.01% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 5,723 shares; 2025Q1: 4,948 shares; 2025Q2: 4,348 shares; 2025Q3: 3,601 shares; 2025Q4: 3,153 shares 3,153 $93.3K <0.01% -448 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 183 shares; 2025Q3: 57 shares; 2025Q4: 1,158 shares 1,158 $92.3K <0.01% +1,101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,870 shares; 2025Q2: 2,452 shares; 2025Q3: 2,428 shares; 2025Q4: 2,233 shares 2,233 $92K <0.01% -195 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 454 shares; 2025Q1: 23 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares 892 $91.8K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $91.6K <0.01% 0 Timeline FBL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 2,810 shares 2,810 $91.3K <0.01% +2,599 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,386 shares; 2025Q1: 1,001 shares; 2025Q2: 1,266 shares; 2025Q3: 1,281 shares; 2025Q4: 1,284 shares 1,284 $90.7K <0.01% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 3,102 shares; 2025Q4: 3,227 shares 3,227 $90.6K <0.01% +125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 173 shares; 2025Q1: 639 shares; 2025Q2: 2,019 shares; 2025Q3: 2,052 shares; 2025Q4: 2,026 shares 2,026 $90.6K <0.01% -26 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 2,741 shares; 2025Q4: 7,345 shares 7,345 $90.3K <0.01% +4,604 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 42 shares; 2025Q2: 54 shares; 2025Q3: 171 shares; 2025Q4: 185 shares 185 $90.1K <0.01% +14 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,566 shares; 2025Q1: 1,589 shares; 2025Q2: 1,612 shares; 2025Q3: 12,590 shares; 2025Q4: 8,000 shares 8,000 $89.9K <0.01% -4,590 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,719 shares; 2025Q1: 506 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 508 shares 508 $89.6K <0.01% +32 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 567 shares; 2025Q1: 978 shares; 2025Q2: 970 shares; 2025Q3: 977 shares; 2025Q4: 988 shares 988 $88.5K <0.01% +11 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 944 shares; 2025Q3: 5,620 shares; 2025Q4: 7,365 shares 7,365 $88.5K <0.01% +1,745 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,598 shares; 2025Q3: 11,297 shares; 2025Q4: 10,701 shares 10,701 $88.4K <0.01% -596 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,486 shares; 2025Q3: 433 shares; 2025Q4: 950 shares 950 $88.3K <0.01% +517 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 3,777 shares; 2025Q1: 2,401 shares; 2025Q2: 4,737 shares; 2025Q3: 11,632 shares; 2025Q4: 5,074 shares 5,074 $87.8K <0.01% -6,558 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 3,339 shares; 2025Q3: 3,339 shares; 2025Q4: 3,477 shares 3,477 $87.6K <0.01% +138 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,917 shares; 2024Q4: 1,539 shares; 2025Q1: 1,342 shares; 2025Q2: 1,657 shares; 2025Q3: 1,668 shares; 2025Q4: 1,489 shares 1,489 $87.4K <0.01% -179 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 1,695 shares; 2025Q1: 2,271 shares; 2025Q2: 2,293 shares; 2025Q3: 6,315 shares; 2025Q4: 6,779 shares 6,779 $87.3K <0.01% +464 Timeline AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,001 shares; 2025Q4: 4,034 shares 4,034 $86.9K <0.01% +33 CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 3,345 shares; 2025Q1: 3,442 shares; 2025Q2: 4,564 shares; 2025Q3: 3,361 shares; 2025Q4: 3,300 shares 3,300 $86.8K <0.01% -61 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 545 shares; 2025Q1: 811 shares; 2025Q2: 1,254 shares; 2025Q3: 1,518 shares; 2025Q4: 2,062 shares 2,062 $86.1K <0.01% +544 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 1,679 shares; 2025Q4: 879 shares 879 $86.1K <0.01% -800 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,093 shares; 2025Q2: 5,566 shares; 2025Q3: 1,048 shares; 2025Q4: 947 shares 947 $85.8K <0.01% -101 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 632 shares; 2025Q1: 1,238 shares; 2025Q2: 737 shares; 2025Q3: 904 shares; 2025Q4: 1,026 shares 1,026 $85.6K <0.01% +122 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 513 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 166 shares; 2025Q4: 310 shares 310 $85.4K <0.01% +144 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 432 shares; 2025Q1: 676 shares; 2025Q2: 912 shares; 2025Q3: 1,479 shares; 2025Q4: 1,122 shares 1,122 $85.3K <0.01% -357 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,255 shares; 2025Q1: 1,479 shares; 2025Q2: 1,255 shares; 2025Q3: 1,590 shares; 2025Q4: 2,258 shares 2,258 $85.3K <0.01% +668 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 1 shares; 2025Q2: 1,187 shares; 2025Q3: 1,692 shares; 2025Q4: 1,867 shares 1,867 $85.2K <0.01% +175 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 18 shares; 2025Q1: 41 shares; 2025Q2: 114 shares; 2025Q3: 138 shares; 2025Q4: 139 shares 139 $85.1K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,526 shares; 2025Q1: 1,417 shares; 2025Q2: 1,418 shares; 2025Q3: 1,419 shares; 2025Q4: 1,422 shares 1,422 $85K <0.01% +3 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 2,444 shares 2,444 $84.8K <0.01% +1,867 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 94 shares; 2025Q1: 352 shares; 2025Q2: 532 shares; 2025Q3: 619 shares; 2025Q4: 615 shares 615 $84.7K <0.01% -4 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 5,839 shares; 2025Q1: 9,532 shares; 2025Q2: 3,739 shares; 2025Q3: 6,501 shares; 2025Q4: 7,202 shares 7,202 $84.5K <0.01% +701 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 182 shares; 2025Q1: 707 shares; 2025Q2: 350 shares; 2025Q3: 418 shares; 2025Q4: 492 shares 492 $84.3K <0.01% +74 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 920 shares; 2025Q1: 1,990 shares; 2025Q2: 1,800 shares; 2025Q3: 1,738 shares; 2025Q4: 1,588 shares 1,588 $84.1K <0.01% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,203 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares 3,215 $83.3K <0.01% 0 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 17 shares; 2025Q1: 14 shares; 2025Q2: 59 shares; 2025Q3: 372 shares; 2025Q4: 2,135 shares 2,135 $83.2K <0.01% +1,763 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 428 shares; 2025Q3: 777 shares; 2025Q4: 1,064 shares 1,064 $82.8K <0.01% +287 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988 shares; 2024Q4: 3,988 shares; 2025Q1: 3,993 shares; 2025Q2: 3,491 shares; 2025Q3: 3,487 shares; 2025Q4: 5,379 shares 5,379 $82.5K <0.01% +1,892 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,389 shares; 2025Q1: 3,992 shares; 2025Q2: 4,579 shares; 2025Q3: 3,392 shares; 2025Q4: 1,618 shares 1,618 $82.3K <0.01% -1,774 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 286 shares; 2025Q3: 973 shares; 2025Q4: 1,274 shares 1,274 $82.3K <0.01% +301 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 241 shares; 2025Q1: 287 shares; 2025Q2: 1,036 shares; 2025Q3: 452 shares; 2025Q4: 406 shares 406 $82.3K <0.01% -46 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 1,021 shares; 2025Q1: 1,558 shares; 2025Q2: 2,004 shares; 2025Q3: 5,412 shares; 2025Q4: 3,388 shares 3,388 $82.2K <0.01% -2,024 Timeline