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: 1,908 shares; 2024Q4: 3,021 shares; 2025Q1: 3,091 shares; 2025Q2: 15,212 shares; 2025Q3: 28,344 shares; 2025Q4: 28,560 shares 28,560 $3.75M 0.01% +216 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: 43,003 shares; 2024Q4: 29,691 shares; 2025Q1: 42,157 shares; 2025Q2: 44,049 shares; 2025Q3: 59,962 shares; 2025Q4: 59,575 shares 59,575 $3.73M 0.01% -387 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,305 shares; 2024Q4: 169,837 shares; 2025Q1: 169,837 shares; 2025Q2: 169,923 shares; 2025Q3: 199,292 shares; 2025Q4: 199,597 shares 199,597 $3.72M 0.01% +305 Timeline MGV 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: not reported; 2024Q4: 6,697 shares; 2025Q1: 13,534 shares; 2025Q2: 30,217 shares; 2025Q3: 28,712 shares; 2025Q4: 26,252 shares 26,252 $3.7M 0.01% -2,460 Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,488 shares; 2025Q3: 62,249 shares; 2025Q4: 63,646 shares 63,646 $3.69M 0.01% +1,397 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,974 shares; 2024Q4: 47,875 shares; 2025Q1: 47,766 shares; 2025Q2: 46,740 shares; 2025Q3: 47,094 shares; 2025Q4: 46,110 shares 46,110 $3.64M 0.01% -984 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: 30,226 shares; 2024Q4: 30,063 shares; 2025Q1: 28,991 shares; 2025Q2: 28,991 shares; 2025Q3: 28,707 shares; 2025Q4: 28,905 shares 28,905 $3.64M 0.01% +198 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,614 shares; 2024Q4: 16,640 shares; 2025Q1: 10,204 shares; 2025Q2: 25,425 shares; 2025Q3: 40,932 shares; 2025Q4: 41,675 shares 41,675 $3.64M 0.01% +743 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,407 shares; 2025Q2: 25,714 shares; 2025Q3: 50,631 shares; 2025Q4: 50,846 shares 50,846 $3.63M 0.01% +215 Timeline XLP 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: 16,179 shares; 2024Q4: 15,865 shares; 2025Q1: 29,333 shares; 2025Q2: 28,617 shares; 2025Q3: 43,861 shares; 2025Q4: 45,927 shares 45,927 $3.59M 0.01% +2,066 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 60,468 shares; 2025Q4: 71,761 shares 71,761 $3.55M 0.01% +11,293 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: not reported; 2024Q4: not reported; 2025Q1: 14,983 shares; 2025Q2: 16,320 shares; 2025Q3: 35,426 shares; 2025Q4: 38,087 shares 38,087 $3.55M 0.01% +2,661 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: 99,817 shares; 2024Q4: 171,768 shares; 2025Q1: 90,277 shares; 2025Q2: 93,310 shares; 2025Q3: 93,943 shares; 2025Q4: 94,080 shares 94,080 $3.52M 0.01% +137 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: 8,515 shares; 2024Q4: 7,024 shares; 2025Q1: 7,166 shares; 2025Q2: 6,603 shares; 2025Q3: 7,824 shares; 2025Q4: 8,159 shares 8,159 $3.51M 0.01% +335 Timeline IYY 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: 7,475 shares; 2024Q4: 7,780 shares; 2025Q1: 21,455 shares; 2025Q2: 21,455 shares; 2025Q3: 21,455 shares; 2025Q4: 21,529 shares 21,529 $3.5M 0.01% +74 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,596 shares; 2025Q4: 108,648 shares 108,648 $3.49M 0.01% +4,052 Timeline DFAC 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: 57,701 shares; 2024Q4: 56,939 shares; 2025Q1: 56,944 shares; 2025Q2: 75,651 shares; 2025Q3: 89,078 shares; 2025Q4: 89,078 shares 89,078 $3.45M 0.01% 0 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: 40,670 shares; 2024Q4: 38,909 shares; 2025Q1: 43,748 shares; 2025Q2: 48,508 shares; 2025Q3: 56,749 shares; 2025Q4: 56,743 shares 56,743 $3.44M 0.01% -6 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,856 shares; 2025Q3: 74,767 shares; 2025Q4: 75,102 shares 75,102 $3.43M 0.01% +335 Timeline VTHR 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: 1,426 shares; 2024Q4: 12,434 shares; 2025Q1: 12,532 shares; 2025Q2: 12,533 shares; 2025Q3: 11,580 shares; 2025Q4: 11,451 shares 11,451 $3.43M 0.01% -129 Timeline CNRG 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: 38,115 shares; 2025Q4: 38,018 shares 38,018 $3.4M 0.01% -97 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 582,538 shares; 2025Q1: 586,348 shares; 2025Q2: 370,367 shares; 2025Q3: 312,075 shares; 2025Q4: 312,075 shares 312,075 $3.39M 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,379 shares; 2024Q4: 10,186 shares; 2025Q1: 22,185 shares; 2025Q2: 23,004 shares; 2025Q3: 32,082 shares; 2025Q4: 32,357 shares 32,357 $3.38M 0.01% +275 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 51,185 shares; 2025Q4: 67,902 shares 67,902 $3.36M 0.01% +16,717 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,546 shares; 2024Q4: 54,573 shares; 2025Q1: 63,522 shares; 2025Q2: 79,112 shares; 2025Q3: 92,459 shares; 2025Q4: 94,467 shares 94,467 $3.36M 0.01% +2,008 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: 883 shares; 2024Q4: 753 shares; 2025Q1: 1,926 shares; 2025Q2: 2,268 shares; 2025Q3: 2,498 shares; 2025Q4: 2,542 shares 2,542 $3.35M 0.01% +44 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,269 shares; 2025Q1: 15,439 shares; 2025Q2: 67,632 shares; 2025Q3: 67,158 shares; 2025Q4: 62,205 shares 62,205 $3.35M 0.01% -4,953 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,937 shares; 2024Q4: 11,056 shares; 2025Q1: 11,272 shares; 2025Q2: 16,057 shares; 2025Q3: 17,684 shares; 2025Q4: 17,717 shares 17,717 $3.34M 0.01% +33 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,659 shares; 2024Q4: 136,389 shares; 2025Q1: 150,848 shares; 2025Q2: 153,131 shares; 2025Q3: 167,869 shares; 2025Q4: 168,197 shares 168,197 $3.34M 0.01% +328 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,074 shares; 2024Q4: 10,104 shares; 2025Q1: 10,117 shares; 2025Q2: 10,127 shares; 2025Q3: 10,409 shares; 2025Q4: 10,387 shares 10,387 $3.32M 0.01% -22 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,937 shares; 2024Q4: 154,416 shares; 2025Q1: 160,516 shares; 2025Q2: 222,869 shares; 2025Q3: 357,835 shares; 2025Q4: 328,501 shares 328,501 $3.32M 0.01% -29,334 Timeline SCHV 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: 23,842 shares; 2024Q4: 96,406 shares; 2025Q1: 93,631 shares; 2025Q2: 92,012 shares; 2025Q3: 98,449 shares; 2025Q4: 113,320 shares 113,320 $3.32M 0.01% +14,871 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,725 shares; 2025Q2: 36,836 shares; 2025Q3: 77,352 shares; 2025Q4: 82,165 shares 82,165 $3.32M 0.01% +4,813 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: 3,012 shares; 2024Q4: 4,865 shares; 2025Q1: 12,031 shares; 2025Q2: 11,468 shares; 2025Q3: 9,080 shares; 2025Q4: 9,177 shares 9,177 $3.28M 0.01% +97 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,585 shares; 2024Q4: 23,098 shares; 2025Q1: 28,181 shares; 2025Q2: 29,983 shares; 2025Q3: 32,743 shares; 2025Q4: 32,491 shares 32,491 $3.27M 0.01% -252 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,710 shares; 2024Q4: 349,711 shares; 2025Q1: 313,710 shares; 2025Q2: 277,182 shares; 2025Q3: 272,167 shares; 2025Q4: 272,167 shares 272,167 $3.27M 0.01% 0 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: 21,296 shares; 2024Q4: 26,909 shares; 2025Q1: 30,691 shares; 2025Q2: 32,939 shares; 2025Q3: 52,679 shares; 2025Q4: 53,546 shares 53,546 $3.27M 0.01% +867 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,074 shares; 2025Q4: 75,753 shares 75,753 $3.26M 0.01% +3,679 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,104 shares; 2024Q4: 19,417 shares; 2025Q1: 24,872 shares; 2025Q2: 22,333 shares; 2025Q3: 21,243 shares; 2025Q4: 21,351 shares 21,351 $3.24M 0.01% +108 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: 51,505 shares; 2024Q4: 53,638 shares; 2025Q1: 49,016 shares; 2025Q2: 49,028 shares; 2025Q3: 50,908 shares; 2025Q4: 52,272 shares 52,272 $3.24M 0.01% +1,364 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,236 shares; 2024Q4: 175,093 shares; 2025Q1: 167,532 shares; 2025Q2: 78,902 shares; 2025Q3: 218,307 shares; 2025Q4: 104,717 shares 104,717 $3.24M 0.01% -113,590 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,121 shares; 2024Q4: 33,545 shares; 2025Q1: 33,755 shares; 2025Q2: 34,234 shares; 2025Q3: 61,988 shares; 2025Q4: 63,404 shares 63,404 $3.23M 0.01% +1,416 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,521 shares; 2024Q4: 12,521 shares; 2025Q1: 12,521 shares; 2025Q2: 12,637 shares; 2025Q3: 12,579 shares; 2025Q4: 145,356 shares 145,356 $3.22M 0.01% +132,777 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,531 shares; 2024Q4: 15,908 shares; 2025Q1: 18,689 shares; 2025Q2: 11,928 shares; 2025Q3: 16,779 shares; 2025Q4: 17,111 shares 17,111 $3.21M 0.01% +332 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,139 shares; 2024Q4: 7,629 shares; 2025Q1: 7,813 shares; 2025Q2: 8,453 shares; 2025Q3: 26,514 shares; 2025Q4: 29,815 shares 29,815 $3.18M 0.01% +3,301 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,413 shares; 2024Q4: 128,718 shares; 2025Q1: 131,945 shares; 2025Q2: 133,975 shares; 2025Q3: 145,745 shares; 2025Q4: 145,745 shares 145,745 $3.16M 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,439 shares; 2025Q1: 5,686 shares; 2025Q2: 6,081 shares; 2025Q3: 10,530 shares; 2025Q4: 10,591 shares 10,591 $3.16M 0.01% +61 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,374 shares; 2024Q4: 159,463 shares; 2025Q1: 345,711 shares; 2025Q2: 205,773 shares; 2025Q3: 258,003 shares; 2025Q4: 260,814 shares 260,814 $3.15M 0.01% +2,811 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,503 shares; 2024Q4: 11,145 shares; 2025Q1: 11,223 shares; 2025Q2: 12,839 shares; 2025Q3: 15,048 shares; 2025Q4: 15,510 shares 15,510 $3.13M 0.01% +462 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: 4,336 shares; 2024Q4: 4,881 shares; 2025Q1: 20,429 shares; 2025Q2: 29,187 shares; 2025Q3: 43,746 shares; 2025Q4: 44,847 shares 44,847 $3.12M 0.01% +1,101 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,692 shares; 2024Q4: 26,772 shares; 2025Q1: 26,202 shares; 2025Q2: 26,244 shares; 2025Q3: 35,939 shares; 2025Q4: 36,651 shares 36,651 $3.1M 0.01% +712 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: 36,145 shares; 2024Q4: 67,782 shares; 2025Q1: 78,651 shares; 2025Q2: 77,333 shares; 2025Q3: 70,247 shares; 2025Q4: 70,303 shares 70,303 $3.09M 0.01% +56 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,456 shares; 2024Q4: 32,847 shares; 2025Q1: 29,543 shares; 2025Q2: 26,466 shares; 2025Q3: 32,325 shares; 2025Q4: 32,360 shares 32,360 $3.09M 0.01% +35 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,614 shares; 2024Q4: 5,977 shares; 2025Q1: 5,269 shares; 2025Q2: 7,044 shares; 2025Q3: 8,908 shares; 2025Q4: 8,969 shares 8,969 $3.08M 0.01% +61 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: 1,587 shares; 2024Q4: 2,450 shares; 2025Q1: 2,235 shares; 2025Q2: 3,159 shares; 2025Q3: 3,150 shares; 2025Q4: 3,125 shares 3,125 $3.04M 0.01% -25 Timeline FELG 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: 67,393 shares; 2024Q4: 67,458 shares; 2025Q1: 70,156 shares; 2025Q2: 72,557 shares; 2025Q3: 73,003 shares; 2025Q4: 73,497 shares 73,497 $3.02M 0.01% +494 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: 184,662 shares; 2024Q4: 174,683 shares; 2025Q1: 152,971 shares; 2025Q2: 115,789 shares; 2025Q3: 106,885 shares; 2025Q4: 106,875 shares 106,875 $3.01M 0.01% -10 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,833 shares 71,833 $3.01M 0.01% new 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: 22,686 shares; 2024Q4: 27,560 shares; 2025Q1: 38,053 shares; 2025Q2: 40,638 shares; 2025Q3: 42,911 shares; 2025Q4: 41,827 shares 41,827 $3M 0.01% -1,084 Timeline FENI 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: 9,416 shares; 2024Q4: 11,467 shares; 2025Q1: 14,112 shares; 2025Q2: 27,935 shares; 2025Q3: 84,362 shares; 2025Q4: 84,811 shares 84,811 $2.99M 0.01% +449 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: 32,401 shares; 2024Q4: 37,242 shares; 2025Q1: 36,813 shares; 2025Q2: 34,735 shares; 2025Q3: 33,974 shares; 2025Q4: 34,356 shares 34,356 $2.99M 0.01% +382 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,392 shares; 2024Q4: 39,518 shares; 2025Q1: 48,546 shares; 2025Q2: 38,792 shares; 2025Q3: 44,987 shares; 2025Q4: 47,260 shares 47,260 $2.98M 0.01% +2,273 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: 29,619 shares; 2024Q4: 29,575 shares; 2025Q1: 43,828 shares; 2025Q2: 32,819 shares; 2025Q3: 32,760 shares; 2025Q4: 33,248 shares 33,248 $2.96M 0.01% +488 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: 1,341 shares; 2024Q4: 4,134 shares; 2025Q1: 19,270 shares; 2025Q2: 22,509 shares; 2025Q3: 11,930 shares; 2025Q4: 13,155 shares 13,155 $2.9M 0.01% +1,225 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 7,502 shares; 2025Q1: 6,469 shares; 2025Q2: 7,956 shares; 2025Q3: 8,778 shares; 2025Q4: 8,956 shares 8,956 $2.88M 0.01% +178 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,125 shares; 2025Q3: 108,599 shares; 2025Q4: 108,962 shares 108,962 $2.88M 0.01% +363 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: 45,472 shares; 2024Q4: 45,491 shares; 2025Q1: 31,027 shares; 2025Q2: 29,325 shares; 2025Q3: 30,250 shares; 2025Q4: 29,800 shares 29,800 $2.87M 0.01% -450 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 4,093 shares; 2025Q1: 4,951 shares; 2025Q2: 5,056 shares; 2025Q3: 5,593 shares; 2025Q4: 5,886 shares 5,886 $2.87M 0.01% +293 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,167 shares; 2024Q4: 37,275 shares; 2025Q1: 37,264 shares; 2025Q2: 37,264 shares; 2025Q3: 37,300 shares; 2025Q4: 37,300 shares 37,300 $2.84M 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,711 shares; 2024Q4: 19,379 shares; 2025Q1: 19,509 shares; 2025Q2: 20,192 shares; 2025Q3: 24,995 shares; 2025Q4: 25,060 shares 25,060 $2.8M 0.01% +65 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,772 shares; 2024Q4: 84,635 shares; 2025Q1: 62,157 shares; 2025Q2: 60,820 shares; 2025Q3: 55,467 shares; 2025Q4: 55,467 shares 55,467 $2.79M 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 7,794 shares; 2025Q1: 16,064 shares; 2025Q2: 8,471 shares; 2025Q3: 11,533 shares; 2025Q4: 11,653 shares 11,653 $2.78M 0.01% +120 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,543 shares; 2024Q4: 73,564 shares; 2025Q1: 74,683 shares; 2025Q2: 72,871 shares; 2025Q3: 71,265 shares; 2025Q4: 73,627 shares 73,627 $2.78M 0.01% +2,362 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: 16,575 shares; 2024Q4: 16,408 shares; 2025Q1: 15,699 shares; 2025Q2: 20,967 shares; 2025Q3: 21,151 shares; 2025Q4: 58,581 shares 58,581 $2.78M 0.01% +37,430 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,274 shares 110,274 $2.76M 0.01% new Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241,092 shares; 2025Q4: 241,092 shares 241,092 $2.75M 0.01% 0 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: 25,426 shares; 2024Q4: 27,721 shares; 2025Q1: 26,810 shares; 2025Q2: 20,743 shares; 2025Q3: 24,635 shares; 2025Q4: 24,656 shares 24,656 $2.74M 0.01% +21 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: 481,858 shares; 2024Q4: 19,642 shares; 2025Q1: 31,979 shares; 2025Q2: 31,566 shares; 2025Q3: 35,264 shares; 2025Q4: 35,111 shares 35,111 $2.74M 0.01% -153 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,080 shares; 2025Q1: 72,385 shares; 2025Q2: 83,173 shares; 2025Q3: 89,387 shares; 2025Q4: 107,081 shares 107,081 $2.73M 0.01% +17,694 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,108 shares; 2025Q1: not reported; 2025Q2: 80,645 shares; 2025Q3: 80,185 shares; 2025Q4: 100,894 shares 100,894 $2.72M 0.01% +20,709 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: 5,113 shares; 2024Q4: 6,523 shares; 2025Q1: 6,894 shares; 2025Q2: 12,651 shares; 2025Q3: 16,077 shares; 2025Q4: 16,193 shares 16,193 $2.7M 0.01% +116 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: 46,644 shares; 2024Q4: 46,744 shares; 2025Q1: 46,644 shares; 2025Q2: 30,119 shares; 2025Q3: 30,814 shares; 2025Q4: 30,814 shares 30,814 $2.68M 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,296 shares; 2025Q1: 1,954 shares; 2025Q2: 1,976 shares; 2025Q3: 4,066 shares; 2025Q4: 4,075 shares 4,075 $2.68M 0.01% +9 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: 7,458 shares; 2024Q4: 8,035 shares; 2025Q1: 8,690 shares; 2025Q2: 15,160 shares; 2025Q3: 16,558 shares; 2025Q4: 16,679 shares 16,679 $2.65M 0.01% +121 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,968 shares; 2024Q4: 20,674 shares; 2025Q1: 23,009 shares; 2025Q2: 18,587 shares; 2025Q3: 19,951 shares; 2025Q4: 20,225 shares 20,225 $2.65M 0.01% +274 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 2,078 shares; 2025Q1: 1,675 shares; 2025Q2: 2,325 shares; 2025Q3: 3,666 shares; 2025Q4: 3,864 shares 3,864 $2.63M 0.01% +198 Timeline MCB METROPOLITAN BK HLDG CORP More: the full row for METROPOLITAN BK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,474 shares 34,474 $2.63M 0.01% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,243 shares; 2025Q1: 17,779 shares; 2025Q2: 33,376 shares; 2025Q3: 55,761 shares; 2025Q4: 56,304 shares 56,304 $2.63M 0.01% +543 Timeline SPTL 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: 11,476 shares; 2024Q4: 18,762 shares; 2025Q1: 18,982 shares; 2025Q2: 17,449 shares; 2025Q3: 96,686 shares; 2025Q4: 97,483 shares 97,483 $2.63M 0.01% +797 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,340 shares; 2025Q2: 22,703 shares; 2025Q3: 45,089 shares; 2025Q4: 45,515 shares 45,515 $2.62M 0.01% +426 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,165 shares; 2024Q4: 52,289 shares; 2025Q1: 55,926 shares; 2025Q2: 62,796 shares; 2025Q3: 81,936 shares; 2025Q4: 83,746 shares 83,746 $2.62M 0.01% +1,810 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,982 shares; 2025Q1: 7,018 shares; 2025Q2: 8,963 shares; 2025Q3: 9,642 shares; 2025Q4: 8,558 shares 8,558 $2.61M 0.01% -1,084 Timeline DFUS 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: 22,378 shares; 2024Q4: 37,322 shares; 2025Q1: 35,300 shares; 2025Q2: 35,500 shares; 2025Q3: 35,500 shares; 2025Q4: 35,532 shares 35,532 $2.6M 0.01% +32 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,159 shares; 2024Q4: 109,033 shares; 2025Q1: 46,651 shares; 2025Q2: 19,944 shares; 2025Q3: 19,166 shares; 2025Q4: 19,184 shares 19,184 $2.6M 0.01% +18 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371,629 shares 371,629 $2.58M 0.01% new Timeline MYCM SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,342 shares 103,342 $2.58M 0.01% new Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER 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: 13,446 shares; 2025Q4: 180,590 shares 180,590 $2.57M 0.01% +167,144 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,913 shares; 2024Q4: 217,980 shares; 2025Q1: 218,014 shares; 2025Q2: 215,661 shares; 2025Q3: 223,350 shares; 2025Q4: 223,350 shares 223,350 $2.56M 0.01% 0 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: 419 shares; 2024Q4: 416 shares; 2025Q1: 400 shares; 2025Q2: 476 shares; 2025Q3: 595 shares; 2025Q4: 610 shares 610 $2.54M 0.01% +15 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,623 shares; 2024Q4: 32,077 shares; 2025Q1: 33,078 shares; 2025Q2: 38,318 shares; 2025Q3: 46,249 shares; 2025Q4: 53,029 shares 53,029 $2.52M 0.01% +6,780 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,830 shares; 2024Q4: 10,484 shares; 2025Q1: 12,446 shares; 2025Q2: 150,227 shares; 2025Q3: 155,842 shares; 2025Q4: 32,520 shares 32,520 $2.51M 0.01% -123,322 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: 8,700 shares; 2025Q2: 24,700 shares; 2025Q3: 57,400 shares; 2025Q4: 99,700 shares 99,700 $2.5M 0.01% +42,300 Timeline MYCL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,144 shares 100,144 $2.5M 0.01% new Timeline QTAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,663 shares 55,663 $2.49M 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,121 shares; 2024Q4: 46,460 shares; 2025Q1: 92,978 shares; 2025Q2: 50,458 shares; 2025Q3: 56,842 shares; 2025Q4: 60,355 shares 60,355 $2.49M 0.01% +3,513 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,223 shares; 2024Q4: 12,073 shares; 2025Q1: 5,170 shares; 2025Q2: 6,473 shares; 2025Q3: 6,629 shares; 2025Q4: 9,237 shares 9,237 $2.48M 0.01% +2,608 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 32,020 shares; 2025Q4: 32,020 shares 32,020 $2.47M 0.01% 0 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,493 shares 98,493 $2.47M 0.01% new 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: 58,900 shares; 2025Q1: 58,900 shares; 2025Q2: 58,900 shares; 2025Q3: 95,600 shares; 2025Q4: 106,400 shares 106,400 $2.46M 0.01% +10,800 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,766 shares; 2025Q1: 51,272 shares; 2025Q2: 46,655 shares; 2025Q3: 44,314 shares; 2025Q4: 44,314 shares 44,314 $2.46M 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 8,109 shares; 2025Q1: 6,340 shares; 2025Q2: 6,876 shares; 2025Q3: 8,392 shares; 2025Q4: 8,237 shares 8,237 $2.45M 0.01% -155 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,556 shares; 2024Q4: 17,634 shares; 2025Q1: 23,498 shares; 2025Q2: 31,109 shares; 2025Q3: 31,965 shares; 2025Q4: 33,509 shares 33,509 $2.45M 0.01% +1,544 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: 70,333 shares; 2024Q4: 71,024 shares; 2025Q1: 62,591 shares; 2025Q2: 63,394 shares; 2025Q3: 93,604 shares; 2025Q4: 99,459 shares 99,459 $2.43M 0.01% +5,855 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,828 shares; 2024Q4: 21,044 shares; 2025Q1: 22,914 shares; 2025Q2: 17,528 shares; 2025Q3: 18,904 shares; 2025Q4: 19,863 shares 19,863 $2.43M 0.01% +959 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,486 shares; 2024Q4: 7,440 shares; 2025Q1: 7,779 shares; 2025Q2: 8,657 shares; 2025Q3: 9,286 shares; 2025Q4: 9,302 shares 9,302 $2.43M 0.01% +16 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: 4,849 shares; 2024Q4: 4,918 shares; 2025Q1: 6,828 shares; 2025Q2: 12,806 shares; 2025Q3: 13,638 shares; 2025Q4: 14,008 shares 14,008 $2.42M 0.01% +370 Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,532 shares 96,532 $2.42M 0.01% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,332 shares; 2025Q4: 51,531 shares 51,531 $2.41M 0.01% +1,199 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,340 shares; 2024Q4: 9,821 shares; 2025Q1: 13,676 shares; 2025Q2: 17,496 shares; 2025Q3: 26,766 shares; 2025Q4: 27,746 shares 27,746 $2.41M 0.01% +980 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 14,012 shares; 2025Q1: 15,911 shares; 2025Q2: 16,790 shares; 2025Q3: 12,240 shares; 2025Q4: 12,297 shares 12,297 $2.4M 0.01% +57 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: 1,730 shares; 2024Q4: 2,844 shares; 2025Q1: 3,666 shares; 2025Q2: 6,056 shares; 2025Q3: 7,971 shares; 2025Q4: 8,265 shares 8,265 $2.39M 0.01% +294 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: 17,475 shares; 2024Q4: 18,145 shares; 2025Q1: 22,506 shares; 2025Q2: 23,465 shares; 2025Q3: 20,469 shares; 2025Q4: 20,994 shares 20,994 $2.38M 0.01% +525 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,025 shares; 2025Q4: 38,025 shares 38,025 $2.37M 0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,469 shares; 2025Q2: 23,754 shares; 2025Q3: 51,865 shares; 2025Q4: 53,246 shares 53,246 $2.36M 0.01% +1,381 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,142 shares; 2025Q4: 32,651 shares 32,651 $2.35M 0.01% +509 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,779 shares; 2025Q1: 79,779 shares; 2025Q2: 79,779 shares; 2025Q3: 79,779 shares; 2025Q4: 79,981 shares 79,981 $2.34M 0.01% +202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,965 shares; 2025Q4: 98,738 shares 98,738 $2.32M 0.01% +86,773 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,997 shares; 2024Q4: 546 shares; 2025Q1: 2,364 shares; 2025Q2: 2,608 shares; 2025Q3: 4,229 shares; 2025Q4: 3,542 shares 3,542 $2.32M 0.01% -687 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 24,763 shares; 2025Q4: 46,261 shares 46,261 $2.3M 0.01% +21,498 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,690 shares; 2024Q4: 24,920 shares; 2025Q1: 26,428 shares; 2025Q2: 25,873 shares; 2025Q3: 27,900 shares; 2025Q4: 28,511 shares 28,511 $2.29M 0.01% +611 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,390 shares; 2025Q1: 3,801 shares; 2025Q2: 5,002 shares; 2025Q3: 7,032 shares; 2025Q4: 7,214 shares 7,214 $2.29M 0.01% +182 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: 9,339 shares; 2024Q4: 12,549 shares; 2025Q1: 13,193 shares; 2025Q2: 13,874 shares; 2025Q3: 14,917 shares; 2025Q4: 21,924 shares 21,924 $2.27M 0.01% +7,007 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891,035 shares; 2024Q4: 889,570 shares; 2025Q1: 889,570 shares; 2025Q2: 889,570 shares; 2025Q3: 889,620 shares; 2025Q4: 889,620 shares 889,620 $2.26M 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 4,712 shares; 2025Q1: 12,448 shares; 2025Q2: 12,512 shares; 2025Q3: 19,076 shares; 2025Q4: 16,354 shares 16,354 $2.25M 0.01% -2,722 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,716 shares; 2024Q4: 114,642 shares; 2025Q1: 118,842 shares; 2025Q2: 117,842 shares; 2025Q3: 118,341 shares; 2025Q4: 122,523 shares 122,523 $2.24M 0.01% +4,182 Timeline TQQQ 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: 26,033 shares; 2024Q4: 26,356 shares; 2025Q1: 30,563 shares; 2025Q2: 44,166 shares; 2025Q3: 21,124 shares; 2025Q4: 21,853 shares 21,853 $2.22M 0.01% +729 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: 27,217 shares; 2024Q4: 27,570 shares; 2025Q1: 35,979 shares; 2025Q2: 43,520 shares; 2025Q3: 48,004 shares; 2025Q4: 49,416 shares 49,416 $2.22M 0.01% +1,412 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: 21,688 shares; 2024Q4: 22,953 shares; 2025Q1: 14,068 shares; 2025Q2: 14,738 shares; 2025Q3: 11,546 shares; 2025Q4: 45,671 shares 45,671 $2.21M 0.01% +34,125 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: not reported; 2024Q4: 2,115 shares; 2025Q1: 6,594 shares; 2025Q2: 6,657 shares; 2025Q3: 7,971 shares; 2025Q4: 6,517 shares 6,517 $2.19M 0.01% -1,454 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,421 shares; 2025Q4: 56,075 shares 56,075 $2.19M 0.01% +7,654 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 56,879 shares; 2025Q4: 56,879 shares 56,879 $2.17M 0.01% 0 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: 9,413 shares; 2024Q4: 9,791 shares; 2025Q1: 9,016 shares; 2025Q2: 21,737 shares; 2025Q3: 25,335 shares; 2025Q4: 26,352 shares 26,352 $2.16M 0.01% +1,017 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: 14,926 shares; 2024Q4: 15,732 shares; 2025Q1: 15,781 shares; 2025Q2: 20,505 shares; 2025Q3: 19,576 shares; 2025Q4: 19,632 shares 19,632 $2.15M 0.01% +56 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,392 shares; 2024Q4: 110,404 shares; 2025Q1: 110,406 shares; 2025Q2: 110,171 shares; 2025Q3: 108,135 shares; 2025Q4: 109,676 shares 109,676 $2.15M 0.01% +1,541 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: 91,978 shares; 2024Q4: 26,288 shares; 2025Q1: 33,259 shares; 2025Q2: 18,476 shares; 2025Q3: 20,501 shares; 2025Q4: 21,215 shares 21,215 $2.14M 0.01% +714 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,774 shares; 2024Q4: 10,950 shares; 2025Q1: 9,824 shares; 2025Q2: 16,814 shares; 2025Q3: 18,793 shares; 2025Q4: 28,813 shares 28,813 $2.14M 0.01% +10,020 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,074 shares; 2025Q1: 31,071 shares; 2025Q2: 32,008 shares; 2025Q3: 29,908 shares; 2025Q4: 29,408 shares 29,408 $2.13M 0.01% -500 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,185 shares; 2025Q1: 5,967 shares; 2025Q2: 6,055 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares 6,075 $2.11M 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,575 shares; 2024Q4: 57,831 shares; 2025Q1: 102,489 shares; 2025Q2: 6,830 shares; 2025Q3: 44,324 shares; 2025Q4: 45,188 shares 45,188 $2.1M 0.01% +864 Timeline IBHG 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: 89,029 shares; 2024Q4: 130,896 shares; 2025Q1: 101,863 shares; 2025Q2: 97,198 shares; 2025Q3: 92,787 shares; 2025Q4: 93,186 shares 93,186 $2.1M 0.01% +399 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,228 shares; 2024Q4: 14,697 shares; 2025Q1: 15,587 shares; 2025Q2: 14,362 shares; 2025Q3: 13,594 shares; 2025Q4: 14,016 shares 14,016 $2.09M 0.01% +422 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: 18,099 shares; 2024Q4: 16,879 shares; 2025Q1: 16,878 shares; 2025Q2: 17,677 shares; 2025Q3: 18,713 shares; 2025Q4: 18,713 shares 18,713 $2.09M 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: 10,456 shares; 2024Q4: 10,647 shares; 2025Q1: 12,339 shares; 2025Q2: 8,933 shares; 2025Q3: 8,758 shares; 2025Q4: 9,143 shares 9,143 $2.09M 0.01% +385 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: 159,765 shares; 2024Q4: 22,104 shares; 2025Q1: 22,001 shares; 2025Q2: 35,930 shares; 2025Q3: 36,200 shares; 2025Q4: 36,943 shares 36,943 $2.07M 0.01% +743 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,181 shares; 2024Q4: 10,721 shares; 2025Q1: 11,495 shares; 2025Q2: 13,257 shares; 2025Q3: 21,850 shares; 2025Q4: 22,850 shares 22,850 $2.06M 0.01% +1,000 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: 19,286 shares; 2024Q4: 106,610 shares; 2025Q1: 102,218 shares; 2025Q2: 25,034 shares; 2025Q3: 28,488 shares; 2025Q4: 29,156 shares 29,156 $2.06M 0.01% +668 Timeline PFXF 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: 88,747 shares; 2024Q4: 87,775 shares; 2025Q1: 83,694 shares; 2025Q2: not reported; 2025Q3: 115,891 shares; 2025Q4: 115,891 shares 115,891 $2.06M 0.01% 0 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: 15,324 shares; 2024Q4: 17,529 shares; 2025Q1: 14,216 shares; 2025Q2: 17,615 shares; 2025Q3: 33,890 shares; 2025Q4: 30,933 shares 30,933 $2.04M 0.01% -2,957 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,757 shares; 2024Q4: 35,982 shares; 2025Q1: 43,851 shares; 2025Q2: 49,687 shares; 2025Q3: 45,258 shares; 2025Q4: 47,354 shares 47,354 $2.04M 0.01% +2,096 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,976 shares; 2025Q1: 3,496 shares; 2025Q2: 3,533 shares; 2025Q3: 6,901 shares; 2025Q4: 4,390 shares 4,390 $2.04M 0.01% -2,511 Timeline JIRE 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: not reported; 2024Q4: 375,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,610 shares; 2025Q4: 27,037 shares 27,037 $2.02M 0.01% +16,427 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,108 shares; 2024Q4: 13,614 shares; 2025Q1: 28,273 shares; 2025Q2: 239,269 shares; 2025Q3: 30,758 shares; 2025Q4: 25,429 shares 25,429 $2.01M 0.01% -5,329 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,150 shares; 2025Q1: 3,154 shares; 2025Q2: 5,540 shares; 2025Q3: 7,664 shares; 2025Q4: 7,813 shares 7,813 $2M 0.01% +149 Timeline OIH 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: 4,127 shares; 2024Q4: 3,616 shares; 2025Q1: 3,909 shares; 2025Q2: 7,975 shares; 2025Q3: 7,748 shares; 2025Q4: 7,702 shares 7,702 $2M 0.01% -46 Timeline JEPQ 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: 8,559 shares; 2024Q4: 23,457 shares; 2025Q1: 27,919 shares; 2025Q2: 34,588 shares; 2025Q3: 34,585 shares; 2025Q4: 34,714 shares 34,714 $2M 0.01% +129 Timeline PAVE 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: 43,880 shares; 2024Q4: 36,319 shares; 2025Q1: 39,018 shares; 2025Q2: 31,450 shares; 2025Q3: 40,330 shares; 2025Q4: 41,875 shares 41,875 $2M 0.01% +1,545 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,355 shares 42,355 $1.99M 0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,423 shares; 2024Q4: 20,530 shares; 2025Q1: 22,678 shares; 2025Q2: 22,455 shares; 2025Q3: 22,959 shares; 2025Q4: 22,580 shares 22,580 $1.99M 0.01% -379 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 4,366 shares; 2025Q1: 3,628 shares; 2025Q2: 4,065 shares; 2025Q3: 12,275 shares; 2025Q4: 8,313 shares 8,313 $1.93M 0.01% -3,962 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: 36,010 shares; 2024Q4: 33,019 shares; 2025Q1: 31,850 shares; 2025Q2: 29,449 shares; 2025Q3: 28,711 shares; 2025Q4: 32,308 shares 32,308 $1.92M 0.01% +3,597 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: 36,668 shares; 2024Q4: 41,022 shares; 2025Q1: 36,041 shares; 2025Q2: 36,900 shares; 2025Q3: 37,692 shares; 2025Q4: 38,359 shares 38,359 $1.92M 0.01% +667 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,465 shares 55,465 $1.91M 0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 8,025 shares; 2025Q1: 2,499 shares; 2025Q2: 13,156 shares; 2025Q3: 13,746 shares; 2025Q4: 13,758 shares 13,758 $1.91M 0.01% +12 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: 10,837 shares; 2024Q4: 11,113 shares; 2025Q1: 11,146 shares; 2025Q2: 14,124 shares; 2025Q3: 15,771 shares; 2025Q4: 15,810 shares 15,810 $1.91M 0.01% +39 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,152 shares; 2025Q2: 21,155 shares; 2025Q3: 27,536 shares; 2025Q4: 25,929 shares 25,929 $1.9M 0.01% -1,607 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 10,783 shares; 2025Q1: 10,638 shares; 2025Q2: 10,257 shares; 2025Q3: 10,925 shares; 2025Q4: 11,137 shares 11,137 $1.9M 0.01% +212 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: 138,028 shares; 2024Q4: 202,447 shares; 2025Q1: 218,117 shares; 2025Q2: 127,610 shares; 2025Q3: 127,501 shares; 2025Q4: 54,200 shares 54,200 $1.9M 0.01% -73,301 Timeline IHAK 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: 63,859 shares; 2024Q4: 56,072 shares; 2025Q1: 47,320 shares; 2025Q2: 32,966 shares; 2025Q3: 30,755 shares; 2025Q4: 36,661 shares 36,661 $1.89M 0.01% +5,906 Timeline HAPN HAPPEN INC More: the full row for HAPPEN 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: 99,895 shares; 2025Q3: 99,905 shares; 2025Q4: 99,905 shares 99,905 $1.89M 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,041 shares; 2025Q2: 9,799 shares; 2025Q3: 9,799 shares; 2025Q4: 7,458 shares 7,458 $1.87M 0.01% -2,341 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: 3,899 shares; 2024Q4: 45,966 shares; 2025Q1: 41,095 shares; 2025Q2: 6,812 shares; 2025Q3: 7,510 shares; 2025Q4: 7,660 shares 7,660 $1.86M 0.01% +150 Timeline SKYY 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: 14,417 shares; 2024Q4: 14,418 shares; 2025Q1: 12,428 shares; 2025Q2: 12,428 shares; 2025Q3: 12,628 shares; 2025Q4: 13,886 shares 13,886 $1.86M 0.01% +1,258 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,627 shares; 2024Q4: 233,467 shares; 2025Q1: 233,467 shares; 2025Q2: 233,467 shares; 2025Q3: 233,486 shares; 2025Q4: 233,485 shares 233,485 $1.86M 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: 12,584 shares; 2025Q2: 11,790 shares; 2025Q3: 41,742 shares; 2025Q4: 44,924 shares 44,924 $1.85M 0.01% +3,182 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,332 shares; 2024Q4: 102,290 shares; 2025Q1: 100,807 shares; 2025Q2: 16,943 shares; 2025Q3: 19,174 shares; 2025Q4: 20,527 shares 20,527 $1.84M 0.01% +1,353 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: 28,198 shares; 2024Q4: 26,714 shares; 2025Q1: 25,075 shares; 2025Q2: not reported; 2025Q3: 31,186 shares; 2025Q4: 31,186 shares 31,186 $1.83M 0.01% 0 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: not reported; 2025Q3: 56,060 shares; 2025Q4: 55,760 shares 55,760 $1.83M 0.01% -300 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,040 shares; 2024Q4: 22,519 shares; 2025Q1: 21,125 shares; 2025Q2: 16,736 shares; 2025Q3: 14,103 shares; 2025Q4: 14,289 shares 14,289 $1.82M 0.01% +186 Timeline SNSR 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: 92,533 shares; 2024Q4: 82,016 shares; 2025Q1: 69,788 shares; 2025Q2: 49,821 shares; 2025Q3: 46,641 shares; 2025Q4: 46,671 shares 46,671 $1.82M 0.01% +30 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,772 shares; 2024Q4: 13,089 shares; 2025Q1: 11,067 shares; 2025Q2: 8,267 shares; 2025Q3: 8,537 shares; 2025Q4: 8,619 shares 8,619 $1.81M 0.01% +82 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 5,846 shares; 2025Q1: 4,971 shares; 2025Q2: 27,287 shares; 2025Q3: 27,596 shares; 2025Q4: 27,715 shares 27,715 $1.8M 0.01% +119 Timeline SPXL 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: 8,106 shares; 2024Q4: 8,008 shares; 2025Q1: 8,028 shares; 2025Q2: 8,369 shares; 2025Q3: 8,349 shares; 2025Q4: 8,477 shares 8,477 $1.8M 0.01% +128 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: 20,568 shares; 2024Q4: 18,596 shares; 2025Q1: 18,342 shares; 2025Q2: 19,902 shares; 2025Q3: 21,836 shares; 2025Q4: 22,700 shares 22,700 $1.8M 0.01% +864 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: not reported; 2024Q4: not reported; 2025Q1: 55,303 shares; 2025Q2: not reported; 2025Q3: 81,719 shares; 2025Q4: 83,161 shares 83,161 $1.79M 0.01% +1,442 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,834 shares; 2024Q4: 104,305 shares; 2025Q1: 78,069 shares; 2025Q2: 75,084 shares; 2025Q3: 74,894 shares; 2025Q4: 74,894 shares 74,894 $1.79M 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 1,107 shares; 2025Q1: 1,328 shares; 2025Q2: 1,284 shares; 2025Q3: 1,933 shares; 2025Q4: 1,939 shares 1,939 $1.78M 0.01% +6 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 13,000 shares; 2025Q1: 10,002 shares; 2025Q2: 10,079 shares; 2025Q3: 14,940 shares; 2025Q4: 49,510 shares 49,510 $1.78M 0.01% +34,570 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: 946 shares; 2024Q4: 1,157 shares; 2025Q1: 1,270 shares; 2025Q2: 2,937 shares; 2025Q3: 3,049 shares; 2025Q4: 3,110 shares 3,110 $1.78M 0.01% +61 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 4,690 shares; 2025Q1: 6,397 shares; 2025Q2: 18,751 shares; 2025Q3: 18,823 shares; 2025Q4: 19,252 shares 19,252 $1.76M 0.01% +429 Timeline GTO 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: 20,027 shares; 2024Q4: 38,631 shares; 2025Q1: 46,023 shares; 2025Q2: 42,117 shares; 2025Q3: 37,047 shares; 2025Q4: 37,050 shares 37,050 $1.76M 0.01% +3 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: 2,547 shares; 2024Q4: 2,612 shares; 2025Q1: 2,521 shares; 2025Q2: 3,852 shares; 2025Q3: 10,524 shares; 2025Q4: 12,530 shares 12,530 $1.76M 0.01% +2,006 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: 8,744 shares; 2024Q4: 9,521 shares; 2025Q1: 9,311 shares; 2025Q2: 9,428 shares; 2025Q3: 11,004 shares; 2025Q4: 11,327 shares 11,327 $1.75M 0.01% +323 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,730 shares; 2024Q4: 50,927 shares; 2025Q1: 53,105 shares; 2025Q2: 48,255 shares; 2025Q3: 47,880 shares; 2025Q4: 42,338 shares 42,338 $1.75M 0.01% -5,542 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 6,665 shares; 2025Q1: 6,057 shares; 2025Q2: 7,836 shares; 2025Q3: 8,915 shares; 2025Q4: 9,269 shares 9,269 $1.73M 0.01% +354 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: 5,933 shares; 2024Q4: 6,437 shares; 2025Q1: 7,889 shares; 2025Q2: 8,761 shares; 2025Q3: 7,790 shares; 2025Q4: 7,796 shares 7,796 $1.72M 0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,032 shares; 2025Q4: 16,205 shares 16,205 $1.72M 0.01% +3,173 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,840 shares; 2024Q4: 15,841 shares; 2025Q1: 16,149 shares; 2025Q2: 16,198 shares; 2025Q3: 17,062 shares; 2025Q4: 17,106 shares 17,106 $1.71M 0.01% +44 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,197 shares; 2024Q4: 16,417 shares; 2025Q1: 22,176 shares; 2025Q2: 20,357 shares; 2025Q3: 20,484 shares; 2025Q4: 21,299 shares 21,299 $1.71M 0.01% +815 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,425 shares; 2025Q2: 4,167 shares; 2025Q3: 6,525 shares; 2025Q4: 6,628 shares 6,628 $1.71M 0.01% +103 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,979 shares; 2024Q4: 176,289 shares; 2025Q1: 176,289 shares; 2025Q2: 170,989 shares; 2025Q3: 170,989 shares; 2025Q4: 170,989 shares 170,989 $1.71M 0.01% 0 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: 39,683 shares; 2024Q4: 41,057 shares; 2025Q1: 45,301 shares; 2025Q2: 47,884 shares; 2025Q3: 58,113 shares; 2025Q4: 58,620 shares 58,620 $1.7M 0.01% +507 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,790 shares; 2025Q3: 18,159 shares; 2025Q4: 18,902 shares 18,902 $1.69M 0.01% +743 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: 23,263 shares; 2024Q4: 23,362 shares; 2025Q1: 22,287 shares; 2025Q2: 20,045 shares; 2025Q3: 22,108 shares; 2025Q4: 22,116 shares 22,116 $1.68M 0.01% +8 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,003 shares; 2024Q4: 132,003 shares; 2025Q1: 132,003 shares; 2025Q2: 132,003 shares; 2025Q3: 132,003 shares; 2025Q4: 132,003 shares 132,003 $1.67M 0.01% 0 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,312 shares; 2024Q4: 246,312 shares; 2025Q1: 246,312 shares; 2025Q2: 246,312 shares; 2025Q3: 246,312 shares; 2025Q4: 246,312 shares 246,312 $1.65M 0.01% 0 Timeline HYMB 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: 76,381 shares; 2024Q4: 64,779 shares; 2025Q1: 55,088 shares; 2025Q2: 54,522 shares; 2025Q3: 66,741 shares; 2025Q4: 66,208 shares 66,208 $1.65M 0.01% -533 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: 2,748 shares; 2024Q4: 2,546 shares; 2025Q1: 5,910 shares; 2025Q2: 6,260 shares; 2025Q3: 11,019 shares; 2025Q4: 10,285 shares 10,285 $1.65M 0.01% -734 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,158 shares; 2024Q4: 17,550 shares; 2025Q1: 14,891 shares; 2025Q2: 4,456 shares; 2025Q3: 10,245 shares; 2025Q4: 10,450 shares 10,450 $1.65M 0.01% +205 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,815 shares; 2025Q1: 7,249 shares; 2025Q2: 10,555 shares; 2025Q3: 11,198 shares; 2025Q4: 11,349 shares 11,349 $1.64M 0.01% +151 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,670 shares; 2024Q4: 49,544 shares; 2025Q1: 30,036 shares; 2025Q2: 30,463 shares; 2025Q3: 30,930 shares; 2025Q4: 30,863 shares 30,863 $1.63M 0.01% -67 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,238 shares; 2024Q4: 15,585 shares; 2025Q1: 23,018 shares; 2025Q2: 21,167 shares; 2025Q3: 32,556 shares; 2025Q4: 33,709 shares 33,709 $1.63M 0.01% +1,153 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: 13,480 shares; 2024Q4: 13,578 shares; 2025Q1: 18,283 shares; 2025Q2: 21,391 shares; 2025Q3: 25,868 shares; 2025Q4: 26,913 shares 26,913 $1.63M 0.01% +1,045 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,679 shares; 2025Q2: 52,250 shares; 2025Q3: 52,250 shares; 2025Q4: 52,290 shares 52,290 $1.63M 0.01% +40 Timeline ARKK ARK ETF TR More: the full row for ARK 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: 11,029 shares; 2025Q3: 16,901 shares; 2025Q4: 20,012 shares 20,012 $1.62M 0.01% +3,111 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,109 shares; 2024Q4: 7,648 shares; 2025Q1: 7,011 shares; 2025Q2: 5,729 shares; 2025Q3: 5,857 shares; 2025Q4: 5,908 shares 5,908 $1.61M 0.01% +51 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: 11,255 shares; 2024Q4: 11,716 shares; 2025Q1: 11,004 shares; 2025Q2: 10,999 shares; 2025Q3: 15,097 shares; 2025Q4: 15,588 shares 15,588 $1.61M 0.01% +491 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: 6,198 shares; 2024Q4: 13,004 shares; 2025Q1: 13,615 shares; 2025Q2: 13,765 shares; 2025Q3: 15,258 shares; 2025Q4: 17,177 shares 17,177 $1.6M 0.01% +1,919 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,349 shares; 2025Q1: 5,154 shares; 2025Q2: 5,267 shares; 2025Q3: 4,350 shares; 2025Q4: 4,860 shares 4,860 $1.58M 0.01% +510 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 820 shares; 2025Q1: 823 shares; 2025Q2: 2,749 shares; 2025Q3: 955 shares; 2025Q4: 1,011 shares 1,011 $1.57M 0.01% +56 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 19,550 shares; 2025Q1: 21,866 shares; 2025Q2: 18,506 shares; 2025Q3: 18,158 shares; 2025Q4: 19,680 shares 19,680 $1.57M 0.01% +1,522 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,968 shares 34,968 $1.57M 0.01% new Timeline MYMG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,611 shares 63,611 $1.57M 0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,696 shares 22,696 $1.57M 0.01% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,219 shares; 2025Q1: 45,808 shares; 2025Q2: 36,611 shares; 2025Q3: 49,817 shares; 2025Q4: 51,432 shares 51,432 $1.56M 0.01% +1,615 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: 17,694 shares; 2024Q4: 15,095 shares; 2025Q1: 18,460 shares; 2025Q2: 18,401 shares; 2025Q3: 23,266 shares; 2025Q4: 23,199 shares 23,199 $1.56M 0.01% -67 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 12,616 shares; 2025Q1: 12,325 shares; 2025Q2: 13,052 shares; 2025Q3: 9,660 shares; 2025Q4: 9,663 shares 9,663 $1.54M 0.01% +3 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,679 shares; 2025Q1: 4,523 shares; 2025Q2: 4,635 shares; 2025Q3: 4,844 shares; 2025Q4: 4,789 shares 4,789 $1.54M 0.01% -55 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,945 shares; 2024Q4: 42,612 shares; 2025Q1: 42,644 shares; 2025Q2: 40,556 shares; 2025Q3: 39,951 shares; 2025Q4: 39,281 shares 39,281 $1.54M 0.01% -670 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,366 shares; 2025Q1: 23,344 shares; 2025Q2: 23,395 shares; 2025Q3: 38,631 shares; 2025Q4: 31,323 shares 31,323 $1.54M 0.01% -7,308 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: 3,348 shares; 2024Q4: 6,870 shares; 2025Q1: 10,234 shares; 2025Q2: 10,358 shares; 2025Q3: 16,075 shares; 2025Q4: 24,765 shares 24,765 $1.54M 0.01% +8,690 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: 36,920 shares; 2025Q3: 36,538 shares; 2025Q4: 36,538 shares 36,538 $1.53M 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 10,185 shares; 2025Q1: 20,413 shares; 2025Q2: 19,858 shares; 2025Q3: 32,979 shares; 2025Q4: 32,068 shares 32,068 $1.53M 0.01% -911 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,943 shares; 2024Q4: 124,558 shares; 2025Q1: 116,248 shares; 2025Q2: 106,141 shares; 2025Q3: 115,512 shares; 2025Q4: 117,232 shares 117,232 $1.53M 0.01% +1,720 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: 17,085 shares; 2024Q4: 17,707 shares; 2025Q1: 17,919 shares; 2025Q2: 23,814 shares; 2025Q3: 22,908 shares; 2025Q4: 22,829 shares 22,829 $1.53M 0.01% -79 Timeline MYMF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,106 shares 61,106 $1.52M 0.01% new Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,267 shares; 2025Q4: 18,267 shares 18,267 $1.52M 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,027 shares; 2025Q1: 2,015 shares; 2025Q2: 7,408 shares; 2025Q3: 8,161 shares; 2025Q4: 8,182 shares 8,182 $1.52M 0.01% +21 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,767 shares; 2024Q4: 22,672 shares; 2025Q1: 25,487 shares; 2025Q2: 26,868 shares; 2025Q3: 30,076 shares; 2025Q4: 31,150 shares 31,150 $1.52M 0.01% +1,074 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,499 shares; 2024Q4: 40,200 shares; 2025Q1: 40,883 shares; 2025Q2: 23,846 shares; 2025Q3: 25,994 shares; 2025Q4: 25,762 shares 25,762 $1.51M 0.01% -232 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 18,282 shares; 2025Q1: 18,568 shares; 2025Q2: 19,070 shares; 2025Q3: 18,560 shares; 2025Q4: 21,874 shares 21,874 $1.5M 0.01% +3,314 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,822 shares; 2024Q4: 16,496 shares; 2025Q1: 15,952 shares; 2025Q2: 14,927 shares; 2025Q3: 14,931 shares; 2025Q4: 15,449 shares 15,449 $1.5M 0.01% +518 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,783 shares; 2024Q4: 47,079 shares; 2025Q1: 55,295 shares; 2025Q2: 51,283 shares; 2025Q3: 46,497 shares; 2025Q4: 72,308 shares 72,308 $1.5M 0.01% +25,811 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: 2,714 shares; 2024Q4: 2,893 shares; 2025Q1: 2,893 shares; 2025Q2: 3,832 shares; 2025Q3: 5,058 shares; 2025Q4: 5,142 shares 5,142 $1.5M 0.01% +84 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 18,024 shares; 2025Q1: 20,496 shares; 2025Q2: 19,792 shares; 2025Q3: 21,175 shares; 2025Q4: 21,984 shares 21,984 $1.47M 0.01% +809 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: 1,833 shares; 2024Q4: 2,264 shares; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 2,837 shares; 2025Q4: 12,647 shares 12,647 $1.46M 0.01% +9,810 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,529 shares; 2025Q3: 15,165 shares; 2025Q4: 15,007 shares 15,007 $1.46M 0.01% -158 Timeline UCON 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: 29,868 shares; 2024Q4: 59,361 shares; 2025Q1: 70,939 shares; 2025Q2: 66,051 shares; 2025Q3: 57,956 shares; 2025Q4: 57,956 shares 57,956 $1.46M 0.01% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,814 shares; 2025Q3: 50,101 shares; 2025Q4: 50,247 shares 50,247 $1.45M 0.01% +146 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: 7,039 shares; 2024Q4: 7,188 shares; 2025Q1: 7,409 shares; 2025Q2: 9,899 shares; 2025Q3: 11,105 shares; 2025Q4: 11,659 shares 11,659 $1.45M 0.01% +554 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,126 shares; 2025Q1: 5,423 shares; 2025Q2: 5,468 shares; 2025Q3: 10,583 shares; 2025Q4: 10,496 shares 10,496 $1.45M 0.01% -87 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,447 shares; 2024Q4: 15,055 shares; 2025Q1: 15,055 shares; 2025Q2: 16,311 shares; 2025Q3: 16,406 shares; 2025Q4: 16,706 shares 16,706 $1.45M 0.01% +300 Timeline IFLN 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: 61,279 shares; 2024Q4: 60,218 shares; 2025Q1: 57,287 shares; 2025Q2: 77,303 shares; 2025Q3: 77,793 shares; 2025Q4: 77,793 shares 77,793 $1.45M 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 6,572 shares; 2025Q1: 6,424 shares; 2025Q2: 6,476 shares; 2025Q3: 7,521 shares; 2025Q4: 7,611 shares 7,611 $1.44M 0.01% +90 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: 166,320 shares; 2024Q4: 122,057 shares; 2025Q1: 137,337 shares; 2025Q2: 91,047 shares; 2025Q3: 63,640 shares; 2025Q4: 67,217 shares 67,217 $1.44M 0.01% +3,577 Timeline FQAL 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: 21,988 shares; 2024Q4: 21,199 shares; 2025Q1: 19,508 shares; 2025Q2: 19,032 shares; 2025Q3: 19,232 shares; 2025Q4: 19,231 shares 19,231 $1.44M 0.01% -1 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: 16,524 shares; 2024Q4: 17,143 shares; 2025Q1: 17,149 shares; 2025Q2: 16,616 shares; 2025Q3: 21,060 shares; 2025Q4: 24,059 shares 24,059 $1.43M 0.01% +2,999 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: 12,609 shares; 2024Q4: 37,732 shares; 2025Q1: 37,927 shares; 2025Q2: 38,392 shares; 2025Q3: 39,399 shares; 2025Q4: 41,255 shares 41,255 $1.43M 0.01% +1,856 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,790 shares 21,790 $1.43M 0.01% new 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: 48,636 shares; 2024Q4: 48,908 shares; 2025Q1: 32,636 shares; 2025Q2: 66,261 shares; 2025Q3: 56,766 shares; 2025Q4: 59,297 shares 59,297 $1.42M 0.01% +2,531 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,775 shares; 2024Q4: 33,701 shares; 2025Q1: 39,097 shares; 2025Q2: 16,123 shares; 2025Q3: 32,439 shares; 2025Q4: 34,326 shares 34,326 $1.42M 0.01% +1,887 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,812 shares 62,812 $1.42M 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: not reported; 2024Q4: not reported; 2025Q1: 10,857 shares; 2025Q2: 11,045 shares; 2025Q3: 37,342 shares; 2025Q4: 38,494 shares 38,494 $1.4M 0.01% +1,152 Timeline TEND ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,093 shares 55,093 $1.4M 0.01% new Timeline VBK 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: 1,407 shares; 2024Q4: 3,279 shares; 2025Q1: 3,329 shares; 2025Q2: 5,051 shares; 2025Q3: 5,307 shares; 2025Q4: 4,674 shares 4,674 $1.4M 0.01% -633 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,051 shares; 2024Q4: 98,622 shares; 2025Q1: 102,622 shares; 2025Q2: 109,625 shares; 2025Q3: 112,625 shares; 2025Q4: 112,625 shares 112,625 $1.4M 0.01% 0 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: 9,428 shares; 2024Q4: 9,273 shares; 2025Q1: 8,953 shares; 2025Q2: 9,199 shares; 2025Q3: 9,628 shares; 2025Q4: 10,114 shares 10,114 $1.39M 0.01% +486 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,264 shares; 2024Q4: 30,833 shares; 2025Q1: 19,168 shares; 2025Q2: 23,023 shares; 2025Q3: 22,699 shares; 2025Q4: 22,728 shares 22,728 $1.39M 0.01% +29 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,582 shares; 2025Q3: 43,806 shares; 2025Q4: 44,768 shares 44,768 $1.39M 0.01% +962 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,941 shares; 2024Q4: 93,243 shares; 2025Q1: 107,715 shares; 2025Q2: 93,106 shares; 2025Q3: 119,149 shares; 2025Q4: 122,209 shares 122,209 $1.39M 0.01% +3,060 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 550,896 shares; 2025Q1: 550,666 shares; 2025Q2: 550,666 shares; 2025Q3: 550,666 shares; 2025Q4: 520,000 shares 520,000 $1.39M 0.01% -30,666 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: 10,227 shares; 2024Q4: 206,441 shares; 2025Q1: 206,564 shares; 2025Q2: 53,200 shares; 2025Q3: 48,245 shares; 2025Q4: 51,393 shares 51,393 $1.39M 0.01% +3,148 Timeline DGRE 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: not reported; 2025Q3: 43,537 shares; 2025Q4: 44,112 shares 44,112 $1.38M 0.01% +575 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: 4,193 shares; 2024Q4: 8,924 shares; 2025Q1: 8,260 shares; 2025Q2: 10,891 shares; 2025Q3: 9,836 shares; 2025Q4: 10,059 shares 10,059 $1.37M 0.01% +223 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,080 shares; 2025Q1: 5,506 shares; 2025Q2: 5,529 shares; 2025Q3: 6,753 shares; 2025Q4: 7,042 shares 7,042 $1.37M 0.01% +289 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,761 shares; 2025Q1: 2,471 shares; 2025Q2: 2,324 shares; 2025Q3: 2,245 shares; 2025Q4: 2,355 shares 2,355 $1.36M 0.01% +110 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,666 shares; 2024Q4: 72,759 shares; 2025Q1: 77,126 shares; 2025Q2: 78,588 shares; 2025Q3: 78,967 shares; 2025Q4: 78,404 shares 78,404 $1.35M 0.01% -563 Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,363 shares 54,363 $1.35M 0.01% new Timeline OKTA OKTA INC More: the full row for OKTA 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: 14,681 shares; 2025Q3: 14,699 shares; 2025Q4: 14,703 shares 14,703 $1.35M 0.01% +4 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,939 shares; 2024Q4: 22,402 shares; 2025Q1: 21,996 shares; 2025Q2: 13,497 shares; 2025Q3: 12,853 shares; 2025Q4: 14,768 shares 14,768 $1.35M 0.01% +1,915 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: 5,969 shares; 2024Q4: 14,851 shares; 2025Q1: 14,412 shares; 2025Q2: 14,756 shares; 2025Q3: 14,301 shares; 2025Q4: 18,450 shares 18,450 $1.35M 0.01% +4,149 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,503 shares; 2025Q1: 4,688 shares; 2025Q2: 4,688 shares; 2025Q3: 6,356 shares; 2025Q4: 10,498 shares 10,498 $1.34M 0.01% +4,142 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: 6,051 shares; 2024Q4: not reported; 2025Q1: 5,373 shares; 2025Q2: 16,764 shares; 2025Q3: 17,663 shares; 2025Q4: 18,883 shares 18,883 $1.34M 0.01% +1,220 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 7,971 shares; 2025Q1: 5,884 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,804 shares 5,804 $1.33M 0.01% new Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,081 shares; 2024Q4: 248,082 shares; 2025Q1: 247,782 shares; 2025Q2: 247,782 shares; 2025Q3: 247,782 shares; 2025Q4: 247,782 shares 247,782 $1.33M 0.01% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,844 shares; 2025Q2: 4,700 shares; 2025Q3: 7,248 shares; 2025Q4: 7,458 shares 7,458 $1.33M 0.01% +210 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: 8,291 shares; 2024Q4: 8,037 shares; 2025Q1: 8,423 shares; 2025Q2: 8,529 shares; 2025Q3: 8,945 shares; 2025Q4: 10,072 shares 10,072 $1.33M 0.01% +1,127 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: 10,673 shares; 2024Q4: 13,008 shares; 2025Q1: 13,928 shares; 2025Q2: 12,149 shares; 2025Q3: 13,457 shares; 2025Q4: 13,394 shares 13,394 $1.33M 0.01% -63 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 13,105 shares; 2025Q1: 10,802 shares; 2025Q2: 10,029 shares; 2025Q3: 10,154 shares; 2025Q4: 10,635 shares 10,635 $1.32M 0.01% +481 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC 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: 19,413 shares; 2025Q3: 18,893 shares; 2025Q4: 19,447 shares 19,447 $1.32M 0.01% +554 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,834 shares; 2024Q4: 10,801 shares; 2025Q1: 14,594 shares; 2025Q2: 17,970 shares; 2025Q3: 17,169 shares; 2025Q4: 17,223 shares 17,223 $1.31M 0.01% +54 Timeline DGS 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: not reported; 2025Q3: 22,057 shares; 2025Q4: 22,731 shares 22,731 $1.3M 0.01% +674 Timeline ILCG 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: 10,758 shares; 2025Q1: 10,769 shares; 2025Q2: 10,780 shares; 2025Q3: 11,131 shares; 2025Q4: 12,460 shares 12,460 $1.3M 0.01% +1,329 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: 20,632 shares; 2024Q4: 18,862 shares; 2025Q1: 20,047 shares; 2025Q2: 19,654 shares; 2025Q3: 20,188 shares; 2025Q4: 20,313 shares 20,313 $1.3M 0.01% +125 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: 10,734 shares; 2024Q4: 11,152 shares; 2025Q1: 10,006 shares; 2025Q2: 9,969 shares; 2025Q3: 18,096 shares; 2025Q4: 17,949 shares 17,949 $1.29M 0.01% -147 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,731 shares; 2024Q4: 27,408 shares; 2025Q1: 34,408 shares; 2025Q2: 34,408 shares; 2025Q3: 34,261 shares; 2025Q4: 34,261 shares 34,261 $1.28M 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,515 shares; 2025Q1: 17,917 shares; 2025Q2: 18,375 shares; 2025Q3: 25,261 shares; 2025Q4: 25,398 shares 25,398 $1.28M 0.01% +137 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 20,160 shares; 2025Q1: 19,654 shares; 2025Q2: 20,149 shares; 2025Q3: 20,149 shares; 2025Q4: 20,171 shares 20,171 $1.28M 0.01% +22 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 20,009 shares; 2025Q1: 20,204 shares; 2025Q2: 2,264 shares; 2025Q3: 4,274 shares; 2025Q4: 4,343 shares 4,343 $1.27M 0.01% +69 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: 64,181 shares; 2025Q1: 64,181 shares; 2025Q2: 64,181 shares; 2025Q3: 64,181 shares; 2025Q4: 54,181 shares 54,181 $1.27M 0.01% -10,000 Timeline CWI 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: 36,736 shares; 2024Q4: 36,398 shares; 2025Q1: 36,398 shares; 2025Q2: 36,400 shares; 2025Q3: 36,437 shares; 2025Q4: 36,437 shares 36,437 $1.27M 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,189 shares 26,189 $1.27M 0.01% new 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: 11,414 shares; 2024Q4: 11,534 shares; 2025Q1: 10,295 shares; 2025Q2: 12,715 shares; 2025Q3: 12,508 shares; 2025Q4: 12,982 shares 12,982 $1.27M <0.01% +474 Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,895 shares; 2024Q4: 110,887 shares; 2025Q1: 123,038 shares; 2025Q2: 123,038 shares; 2025Q3: 123,017 shares; 2025Q4: 123,017 shares 123,017 $1.27M <0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,110 shares 9,110 $1.27M <0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,166 shares; 2024Q4: 59,584 shares; 2025Q1: 61,269 shares; 2025Q2: 55,958 shares; 2025Q3: 63,046 shares; 2025Q4: 66,794 shares 66,794 $1.26M <0.01% +3,748 Timeline MYMH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,137 shares 51,137 $1.26M <0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,930 shares; 2024Q4: 29,338 shares; 2025Q1: 25,141 shares; 2025Q2: 22,331 shares; 2025Q3: 47,586 shares; 2025Q4: 38,274 shares 38,274 $1.25M <0.01% -9,312 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: 1,503 shares; 2024Q4: 47,356 shares; 2025Q1: 43,678 shares; 2025Q2: 4,921 shares; 2025Q3: 5,581 shares; 2025Q4: 5,724 shares 5,724 $1.25M <0.01% +143 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,634 shares; 2024Q4: 7,570 shares; 2025Q1: 8,173 shares; 2025Q2: 12,207 shares; 2025Q3: 12,040 shares; 2025Q4: 12,339 shares 12,339 $1.25M <0.01% +299 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,617 shares; 2025Q3: 14,610 shares; 2025Q4: 14,721 shares 14,721 $1.25M <0.01% +111 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,264 shares; 2024Q4: 271,631 shares; 2025Q1: 209,747 shares; 2025Q2: 212,747 shares; 2025Q3: 209,747 shares; 2025Q4: 209,747 shares 209,747 $1.24M <0.01% 0 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: 6,949 shares; 2024Q4: 6,929 shares; 2025Q1: 7,341 shares; 2025Q2: 7,449 shares; 2025Q3: 6,786 shares; 2025Q4: 7,043 shares 7,043 $1.24M <0.01% +257 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: 19,447 shares; 2024Q4: 22,496 shares; 2025Q1: 34,237 shares; 2025Q2: 40,616 shares; 2025Q3: 47,250 shares; 2025Q4: 47,377 shares 47,377 $1.24M <0.01% +127 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 13,764 shares 13,764 $1.23M <0.01% +10,873 Timeline IBHH 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: 56,642 shares; 2024Q4: 56,642 shares; 2025Q1: 53,583 shares; 2025Q2: 52,938 shares; 2025Q3: 51,765 shares; 2025Q4: 51,765 shares 51,765 $1.23M <0.01% 0 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,214 shares 50,214 $1.23M <0.01% new Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,411 shares; 2024Q4: 16,542 shares; 2025Q1: 16,703 shares; 2025Q2: 17,423 shares; 2025Q3: 15,059 shares; 2025Q4: 15,057 shares 15,057 $1.23M <0.01% -2 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,748 shares; 2025Q1: 3,713 shares; 2025Q2: 3,365 shares; 2025Q3: 6,725 shares; 2025Q4: 6,633 shares 6,633 $1.23M <0.01% -92 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,865 shares; 2024Q4: 15,372 shares; 2025Q1: 16,561 shares; 2025Q2: not reported; 2025Q3: 14,231 shares; 2025Q4: 14,603 shares 14,603 $1.23M <0.01% +372 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,801 shares; 2024Q4: 75,061 shares; 2025Q1: 72,530 shares; 2025Q2: 99,760 shares; 2025Q3: 129,115 shares; 2025Q4: 129,220 shares 129,220 $1.23M <0.01% +105 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: 18,430 shares; 2024Q4: 22,355 shares; 2025Q1: 21,846 shares; 2025Q2: 14,579 shares; 2025Q3: 18,344 shares; 2025Q4: 18,330 shares 18,330 $1.23M <0.01% -14 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,436 shares; 2025Q1: 15,084 shares; 2025Q2: 10,417 shares; 2025Q3: 12,541 shares; 2025Q4: 12,541 shares 12,541 $1.23M <0.01% 0 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: 11,663 shares; 2024Q4: 10,636 shares; 2025Q1: 11,324 shares; 2025Q2: 11,133 shares; 2025Q3: 11,275 shares; 2025Q4: 11,654 shares 11,654 $1.22M <0.01% +379 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,092 shares; 2025Q2: 28,024 shares; 2025Q3: 24,409 shares; 2025Q4: 24,409 shares 24,409 $1.22M <0.01% 0 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: 7,014 shares; 2024Q4: 116,502 shares; 2025Q1: 127,342 shares; 2025Q2: 23,674 shares; 2025Q3: 24,438 shares; 2025Q4: 24,568 shares 24,568 $1.22M <0.01% +130 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: 20,017 shares; 2024Q4: 17,823 shares; 2025Q1: 23,219 shares; 2025Q2: 39,297 shares; 2025Q3: 38,734 shares; 2025Q4: 34,376 shares 34,376 $1.22M <0.01% -4,358 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,600 shares; 2024Q4: 116,600 shares; 2025Q1: 116,600 shares; 2025Q2: 108,625 shares; 2025Q3: 97,325 shares; 2025Q4: 97,325 shares 97,325 $1.21M <0.01% 0 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: 998 shares; 2024Q4: 935 shares; 2025Q1: 908 shares; 2025Q2: 1,068 shares; 2025Q3: 1,905 shares; 2025Q4: 1,920 shares 1,920 $1.21M <0.01% +15 Timeline ARDT ARDENT HEALTH INC More: the full row for ARDENT HEALTH 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: 120,000 shares; 2025Q2: 90,000 shares; 2025Q3: 90,996 shares; 2025Q4: 90,996 shares 90,996 $1.21M <0.01% 0 Timeline BLACKROCK MUNIHLDGS NY QLTY BLACKROCK MUNIHLDGS NY QLTY More: the full row for BLACKROCK MUNIHLDGS NY QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,653 shares; 2024Q4: 122,263 shares; 2025Q1: 122,263 shares; 2025Q2: 117,123 shares; 2025Q3: 117,123 shares; 2025Q4: 117,123 shares 117,123 $1.2M <0.01% 0 CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,765 shares; 2024Q4: 52,765 shares; 2025Q1: 52,765 shares; 2025Q2: 52,765 shares; 2025Q3: 52,765 shares; 2025Q4: 52,765 shares 52,765 $1.2M <0.01% 0 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: 3,448 shares; 2024Q4: 3,951 shares; 2025Q1: 4,437 shares; 2025Q2: 4,082 shares; 2025Q3: 4,489 shares; 2025Q4: 4,419 shares 4,419 $1.2M <0.01% -70 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,517 shares; 2025Q2: 15,799 shares; 2025Q3: 30,892 shares; 2025Q4: 15,488 shares 15,488 $1.2M <0.01% -15,404 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,576 shares; 2024Q4: 26,078 shares; 2025Q1: 25,681 shares; 2025Q2: 25,567 shares; 2025Q3: 26,373 shares; 2025Q4: 26,372 shares 26,372 $1.2M <0.01% -1 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,073 shares; 2025Q2: 94,073 shares; 2025Q3: 64,089 shares; 2025Q4: 64,089 shares 64,089 $1.2M <0.01% 0 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: 5,193 shares; 2024Q4: 5,275 shares; 2025Q1: 5,773 shares; 2025Q2: 7,537 shares; 2025Q3: 8,416 shares; 2025Q4: 8,862 shares 8,862 $1.19M <0.01% +446 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,655 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,582 shares; 2025Q4: 72,783 shares 72,783 $1.19M <0.01% +3,201 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,355 shares 25,355 $1.19M <0.01% new Timeline RSPN 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: 21,921 shares; 2024Q4: 25,804 shares; 2025Q1: 21,389 shares; 2025Q2: 21,130 shares; 2025Q3: 21,039 shares; 2025Q4: 21,066 shares 21,066 $1.18M <0.01% +27 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: 6,981 shares; 2024Q4: not reported; 2025Q1: 14,583 shares; 2025Q2: 11,857 shares; 2025Q3: 22,091 shares; 2025Q4: 21,598 shares 21,598 $1.18M <0.01% -493 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: 16,660 shares; 2024Q4: 17,018 shares; 2025Q1: 13,189 shares; 2025Q2: 8,813 shares; 2025Q3: 11,119 shares; 2025Q4: 12,037 shares 12,037 $1.18M <0.01% +918 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 10,279 shares; 2025Q1: 13,081 shares; 2025Q2: 9,491 shares; 2025Q3: 22,214 shares; 2025Q4: 23,484 shares 23,484 $1.18M <0.01% +1,270 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,042 shares; 2025Q4: 13,655 shares 13,655 $1.17M <0.01% +6,613 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: 4,259 shares; 2024Q4: 4,298 shares; 2025Q1: 5,212 shares; 2025Q2: 3,984 shares; 2025Q3: 3,990 shares; 2025Q4: 4,107 shares 4,107 $1.17M <0.01% +117 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: 25,636 shares; 2025Q1: 36,783 shares; 2025Q2: 34,843 shares; 2025Q3: 39,267 shares; 2025Q4: 39,267 shares 39,267 $1.16M <0.01% 0 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: 20,500 shares; 2024Q4: 20,276 shares; 2025Q1: 21,371 shares; 2025Q2: 13,127 shares; 2025Q3: 13,354 shares; 2025Q4: 14,382 shares 14,382 $1.16M <0.01% +1,028 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,173 shares; 2025Q2: 2,503 shares; 2025Q3: 2,487 shares; 2025Q4: 2,488 shares 2,488 $1.16M <0.01% +1 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: 10,528 shares; 2024Q4: 19,113 shares; 2025Q1: 19,820 shares; 2025Q2: 21,605 shares; 2025Q3: 15,944 shares; 2025Q4: 16,754 shares 16,754 $1.15M <0.01% +810 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,257 shares; 2025Q2: 8,333 shares; 2025Q3: 15,149 shares; 2025Q4: 14,447 shares 14,447 $1.15M <0.01% -702 Timeline XYLD 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: 16,313 shares; 2024Q4: 23,932 shares; 2025Q1: 32,524 shares; 2025Q2: 30,424 shares; 2025Q3: 28,878 shares; 2025Q4: 28,878 shares 28,878 $1.14M <0.01% 0 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,857 shares; 2025Q3: 24,745 shares; 2025Q4: 24,745 shares 24,745 $1.14M <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: not reported; 2025Q1: 3,117 shares; 2025Q2: 14,633 shares; 2025Q3: 13,894 shares; 2025Q4: 13,911 shares 13,911 $1.14M <0.01% +17 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 60,770 shares; 2025Q1: 63,155 shares; 2025Q2: 8,525 shares; 2025Q3: 9,526 shares; 2025Q4: 9,684 shares 9,684 $1.14M <0.01% +158 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,202 shares; 2025Q3: 16,258 shares; 2025Q4: 16,584 shares 16,584 $1.13M <0.01% +326 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,060 shares; 2024Q4: 20,694 shares; 2025Q1: 20,030 shares; 2025Q2: 24,037 shares; 2025Q3: 23,335 shares; 2025Q4: 23,335 shares 23,335 $1.13M <0.01% 0 Timeline BBHY 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: 24,716 shares; 2024Q4: 33,930 shares; 2025Q1: 38,052 shares; 2025Q2: 22,881 shares; 2025Q3: 24,025 shares; 2025Q4: 24,025 shares 24,025 $1.13M <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,862 shares; 2024Q4: 7,459 shares; 2025Q1: 7,394 shares; 2025Q2: 7,387 shares; 2025Q3: 8,318 shares; 2025Q4: 8,165 shares 8,165 $1.13M <0.01% -153 Timeline MYMI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,674 shares 45,674 $1.12M <0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,584 shares; 2024Q4: 16,391 shares; 2025Q1: 17,237 shares; 2025Q2: 8,325 shares; 2025Q3: 9,107 shares; 2025Q4: 9,063 shares 9,063 $1.12M <0.01% -44 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: 160,413 shares; 2024Q4: 52,984 shares; 2025Q1: 40,198 shares; 2025Q2: 14,398 shares; 2025Q3: 13,657 shares; 2025Q4: 13,747 shares 13,747 $1.12M <0.01% +90 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,895 shares; 2025Q2: 11,133 shares; 2025Q3: 19,911 shares; 2025Q4: 20,404 shares 20,404 $1.12M <0.01% +493 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 24,112 shares; 2025Q1: 23,715 shares; 2025Q2: 23,904 shares; 2025Q3: 24,857 shares; 2025Q4: 12,382 shares 12,382 $1.11M <0.01% -12,475 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,500 shares; 2025Q3: 15,500 shares; 2025Q4: 42,800 shares 42,800 $1.11M <0.01% +27,300 Timeline VTN INVESCO TR INVT GRADE NEW YO More: the full row for INVESCO TR INVT GRADE NEW YO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,942 shares; 2024Q4: 99,942 shares; 2025Q1: 99,942 shares; 2025Q2: 99,942 shares; 2025Q3: 99,942 shares; 2025Q4: 99,942 shares 99,942 $1.1M <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 58,264 shares; 2025Q4: 58,474 shares 58,474 $1.1M <0.01% +210 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,184 shares; 2025Q4: 21,295 shares 21,295 $1.09M <0.01% +111 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: 2,191 shares; 2024Q4: 45,639 shares; 2025Q1: 42,384 shares; 2025Q2: 6,399 shares; 2025Q3: 6,418 shares; 2025Q4: 6,439 shares 6,439 $1.09M <0.01% +21 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,255 shares; 2024Q4: 13,017 shares; 2025Q1: 20,003 shares; 2025Q2: 15,145 shares; 2025Q3: 29,542 shares; 2025Q4: 33,667 shares 33,667 $1.09M <0.01% +4,125 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: 3,793 shares; 2024Q4: 4,475 shares; 2025Q1: 4,296 shares; 2025Q2: 3,634 shares; 2025Q3: 15,091 shares; 2025Q4: 9,871 shares 9,871 $1.08M <0.01% -5,220 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,031 shares; 2025Q1: 1,106 shares; 2025Q2: 5,948 shares; 2025Q3: 6,199 shares; 2025Q4: 6,286 shares 6,286 $1.08M <0.01% +87 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,379 shares; 2025Q1: 3,260 shares; 2025Q2: 3,224 shares; 2025Q3: 3,392 shares; 2025Q4: 3,585 shares 3,585 $1.08M <0.01% +193 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,247 shares; 2024Q4: 46,875 shares; 2025Q1: 47,328 shares; 2025Q2: 48,223 shares; 2025Q3: 48,237 shares; 2025Q4: 48,237 shares 48,237 $1.08M <0.01% 0 Timeline EFAV 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: 12,511 shares; 2024Q4: 13,326 shares; 2025Q1: 13,702 shares; 2025Q2: 12,856 shares; 2025Q3: 12,651 shares; 2025Q4: 12,651 shares 12,651 $1.07M <0.01% 0 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,502 shares; 2024Q4: 23,608 shares; 2025Q1: 22,360 shares; 2025Q2: 28,066 shares; 2025Q3: 27,463 shares; 2025Q4: 27,463 shares 27,463 $1.07M <0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,119 shares; 2025Q4: 10,568 shares 10,568 $1.06M <0.01% +449 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,472 shares; 2025Q1: 1,448 shares; 2025Q2: 1,579 shares; 2025Q3: 2,036 shares; 2025Q4: 2,028 shares 2,028 $1.06M <0.01% -8 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,961 shares; 2024Q4: 16,919 shares; 2025Q1: 19,667 shares; 2025Q2: 21,825 shares; 2025Q3: 22,124 shares; 2025Q4: 22,173 shares 22,173 $1.06M <0.01% +49 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: 5,471 shares; 2024Q4: 8,186 shares; 2025Q1: 5,476 shares; 2025Q2: 6,572 shares; 2025Q3: 6,102 shares; 2025Q4: 6,530 shares 6,530 $1.06M <0.01% +428 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,967 shares; 2024Q4: 184,968 shares; 2025Q1: 184,967 shares; 2025Q2: 198,167 shares; 2025Q3: 198,167 shares; 2025Q4: 198,167 shares 198,167 $1.05M <0.01% 0 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: 6,623 shares; 2024Q4: 7,664 shares; 2025Q1: 7,903 shares; 2025Q2: 7,042 shares; 2025Q3: 6,933 shares; 2025Q4: 7,175 shares 7,175 $1.05M <0.01% +242 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,944 shares; 2025Q1: 15,629 shares; 2025Q2: 27,412 shares; 2025Q3: 19,478 shares; 2025Q4: 63,614 shares 63,614 $1.05M <0.01% +44,136 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,357 shares; 2025Q2: 2,835 shares; 2025Q3: 3,576 shares; 2025Q4: 3,483 shares 3,483 $1.05M <0.01% -93 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,824 shares; 2024Q4: 21,581 shares; 2025Q1: 20,720 shares; 2025Q2: 20,931 shares; 2025Q3: 20,417 shares; 2025Q4: 20,538 shares 20,538 $1.05M <0.01% +121 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: 118,397 shares; 2024Q4: 118,397 shares; 2025Q1: 118,431 shares; 2025Q2: 118,397 shares; 2025Q3: 118,469 shares; 2025Q4: 86,967 shares 86,967 $1.04M <0.01% -31,502 Timeline QLD 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: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 12,801 shares; 2025Q3: 7,601 shares; 2025Q4: 7,601 shares 7,601 $1.04M <0.01% 0 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST 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: 8,267 shares; 2025Q3: 8,159 shares; 2025Q4: 8,159 shares 8,159 $1.03M <0.01% 0 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,000 shares; 2024Q4: 87,150 shares; 2025Q1: 90,648 shares; 2025Q2: 90,648 shares; 2025Q3: 90,637 shares; 2025Q4: 90,637 shares 90,637 $1.03M <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,466 shares; 2025Q3: 22,204 shares; 2025Q4: 22,203 shares 22,203 $1.03M <0.01% -1 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,244 shares; 2025Q2: 5,183 shares; 2025Q3: 9,393 shares; 2025Q4: 9,362 shares 9,362 $1.02M <0.01% -31 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,169 shares; 2024Q4: 11,416 shares; 2025Q1: not reported; 2025Q2: 52,234 shares; 2025Q3: 85,266 shares; 2025Q4: 79,087 shares 79,087 $1.02M <0.01% -6,179 Timeline PI IMPINJ INC More: the full row for IMPINJ 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: 3,146 shares; 2025Q2: 3,133 shares; 2025Q3: 5,992 shares; 2025Q4: 5,730 shares 5,730 $1.02M <0.01% -262 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,562 shares; 2024Q4: 10,670 shares; 2025Q1: 11,188 shares; 2025Q2: 10,780 shares; 2025Q3: 12,235 shares; 2025Q4: 12,256 shares 12,256 $1.02M <0.01% +21 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,522 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,052 shares 23,052 $1.01M <0.01% new Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,284 shares; 2025Q1: 4,304 shares; 2025Q2: 11,926 shares; 2025Q3: 11,982 shares; 2025Q4: 11,982 shares 11,982 $1.01M <0.01% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 8,008 shares; 2025Q1: 7,409 shares; 2025Q2: not reported; 2025Q3: 24,068 shares; 2025Q4: 24,068 shares 24,068 $1.01M <0.01% 0 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,816 shares; 2025Q1: 2,008 shares; 2025Q2: 2,999 shares; 2025Q3: 3,079 shares; 2025Q4: 3,168 shares 3,168 $1M <0.01% +89 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI 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: 59,546 shares; 2025Q4: 93,092 shares 93,092 $1M <0.01% +33,546 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,327 shares; 2024Q4: 101,612 shares; 2025Q1: 101,612 shares; 2025Q2: 101,612 shares; 2025Q3: 101,612 shares; 2025Q4: 101,612 shares 101,612 $1M <0.01% 0 Timeline GAPR 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: 16,823 shares; 2024Q4: 16,823 shares; 2025Q1: 16,823 shares; 2025Q2: 16,823 shares; 2025Q3: 16,823 shares; 2025Q4: 25,223 shares 25,223 $996K <0.01% +8,400 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 5,992 shares; 2025Q2: 4,380 shares; 2025Q3: 8,005 shares; 2025Q4: 7,610 shares 7,610 $994K <0.01% -395 Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,915 shares 26,915 $992K <0.01% new Timeline FDN 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: 3,785 shares; 2024Q4: 2,978 shares; 2025Q1: 3,039 shares; 2025Q2: 2,978 shares; 2025Q3: 3,086 shares; 2025Q4: 3,561 shares 3,561 $991K <0.01% +475 Timeline HYG 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: 17,800 shares; 2024Q4: 15,315 shares; 2025Q1: 128,463 shares; 2025Q2: 12,435 shares; 2025Q3: 47,947 shares; 2025Q4: 12,206 shares 12,206 $990K <0.01% -35,741 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,844 shares; 2024Q4: 54,218 shares; 2025Q1: 59,844 shares; 2025Q2: 59,844 shares; 2025Q3: 54,840 shares; 2025Q4: 54,840 shares 54,840 $987K <0.01% 0 Timeline FXI 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: 8,516 shares; 2025Q2: 13,055 shares; 2025Q3: 26,017 shares; 2025Q4: 24,776 shares 24,776 $985K <0.01% -1,241 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 4,045 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,045 shares 4,045 $980K <0.01% 0 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336,856 shares; 2025Q4: 336,856 shares 336,856 $977K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,272 shares; 2024Q4: 7,981 shares; 2025Q1: 9,868 shares; 2025Q2: 11,344 shares; 2025Q3: 9,487 shares; 2025Q4: 10,714 shares 10,714 $974K <0.01% +1,227 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,432 shares; 2024Q4: 18,530 shares; 2025Q1: 34,202 shares; 2025Q2: 34,130 shares; 2025Q3: 34,338 shares; 2025Q4: 34,338 shares 34,338 $971K <0.01% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,169 shares; 2024Q4: 84,843 shares; 2025Q1: 128,156 shares; 2025Q2: 85,179 shares; 2025Q3: 79,413 shares; 2025Q4: 79,478 shares 79,478 $970K <0.01% +65 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: 4,981 shares; 2024Q4: 7,198 shares; 2025Q1: 6,496 shares; 2025Q2: 8,039 shares; 2025Q3: 10,804 shares; 2025Q4: 12,038 shares 12,038 $966K <0.01% +1,234 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 3,240 shares; 2025Q1: 3,328 shares; 2025Q2: 5,799 shares; 2025Q3: 6,884 shares; 2025Q4: 6,217 shares 6,217 $962K <0.01% -667 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,575 shares; 2025Q3: 5,802 shares; 2025Q4: 5,810 shares 5,810 $958K <0.01% +8 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,249 shares; 2024Q4: 60,775 shares; 2025Q1: 69,046 shares; 2025Q2: 52,996 shares; 2025Q3: 41,666 shares; 2025Q4: 42,172 shares 42,172 $958K <0.01% +506 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM 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: 69,578 shares 69,578 $956K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,340 shares; 2024Q4: 30,380 shares; 2025Q1: 27,150 shares; 2025Q2: 23,967 shares; 2025Q3: 23,923 shares; 2025Q4: 23,912 shares 23,912 $953K <0.01% -11 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,130 shares; 2025Q3: 5,030 shares; 2025Q4: 5,032 shares 5,032 $950K <0.01% +2 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,149 shares; 2024Q4: 40,621 shares; 2025Q1: 40,710 shares; 2025Q2: 41,417 shares; 2025Q3: 41,067 shares; 2025Q4: 41,067 shares 41,067 $946K <0.01% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,297 shares; 2024Q4: 48,514 shares; 2025Q1: 47,338 shares; 2025Q2: not reported; 2025Q3: 39,683 shares; 2025Q4: 41,985 shares 41,985 $945K <0.01% +2,302 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 5,094 shares; 2025Q1: 5,095 shares; 2025Q2: 5,096 shares; 2025Q3: 5,097 shares; 2025Q4: 6,257 shares 6,257 $943K <0.01% +1,160 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,327 shares; 2025Q3: 5,438 shares; 2025Q4: 5,444 shares 5,444 $940K <0.01% +6 Timeline KBE 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: 4,716 shares; 2025Q2: 5,241 shares; 2025Q3: 14,212 shares; 2025Q4: 15,591 shares 15,591 $940K <0.01% +1,379 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: 11,338 shares; 2024Q4: 11,140 shares; 2025Q1: 19,470 shares; 2025Q2: 19,470 shares; 2025Q3: 19,486 shares; 2025Q4: 19,486 shares 19,486 $939K <0.01% 0 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: 17,042 shares; 2024Q4: 17,595 shares; 2025Q1: 16,808 shares; 2025Q2: 11,601 shares; 2025Q3: 11,918 shares; 2025Q4: 12,348 shares 12,348 $938K <0.01% +430 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: not reported; 2024Q4: not reported; 2025Q1: 4,686 shares; 2025Q2: 4,676 shares; 2025Q3: 8,857 shares; 2025Q4: 8,278 shares 8,278 $936K <0.01% -579 Timeline PTA COHEN & STEERS TAX ADVAN PFD More: the full row for COHEN & STEERS TAX ADVAN PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,384 shares; 2024Q4: 36,439 shares; 2025Q1: 40,777 shares; 2025Q2: 40,777 shares; 2025Q3: 45,785 shares; 2025Q4: 45,785 shares 45,785 $934K <0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,087 shares; 2024Q4: 14,564 shares; 2025Q1: 13,838 shares; 2025Q2: 18,050 shares; 2025Q3: 20,418 shares; 2025Q4: 20,943 shares 20,943 $933K <0.01% +525 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: 21,287 shares; 2024Q4: 20,295 shares; 2025Q1: 14,322 shares; 2025Q2: 15,073 shares; 2025Q3: 9,345 shares; 2025Q4: 9,786 shares 9,786 $932K <0.01% +441 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 4,494 shares; 2025Q1: 4,147 shares; 2025Q2: 3,615 shares; 2025Q3: 4,117 shares; 2025Q4: 4,721 shares 4,721 $931K <0.01% +604 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: 36,050 shares; 2024Q4: 24,900 shares; 2025Q1: 29,677 shares; 2025Q2: 23,699 shares; 2025Q3: 33,412 shares; 2025Q4: 35,890 shares 35,890 $928K <0.01% +2,478 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,568 shares; 2025Q1: 50,606 shares; 2025Q2: 50,812 shares; 2025Q3: 52,844 shares; 2025Q4: 52,918 shares 52,918 $927K <0.01% +74 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,487 shares; 2025Q2: 4,676 shares; 2025Q3: 8,841 shares; 2025Q4: 9,567 shares 9,567 $916K <0.01% +726 Timeline DFIV 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: 13,982 shares; 2025Q3: 19,175 shares; 2025Q4: 19,174 shares 19,174 $915K <0.01% -1 Timeline DIVI 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: 20,370 shares; 2024Q4: 19,798 shares; 2025Q1: 20,289 shares; 2025Q2: 24,781 shares; 2025Q3: 24,448 shares; 2025Q4: 24,448 shares 24,448 $914K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,526 shares; 2025Q1: 4,551 shares; 2025Q2: 4,382 shares; 2025Q3: 4,634 shares; 2025Q4: 4,608 shares 4,608 $913K <0.01% -26 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: 209,010 shares; 2025Q1: 174,711 shares; 2025Q2: 20,818 shares; 2025Q3: 19,327 shares; 2025Q4: 19,424 shares 19,424 $912K <0.01% +97 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: 198 shares; 2024Q4: 198 shares; 2025Q1: 208 shares; 2025Q2: 219 shares; 2025Q3: 455 shares; 2025Q4: 460 shares 460 $912K <0.01% +5 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,506 shares; 2025Q3: 11,650 shares; 2025Q4: 11,934 shares 11,934 $911K <0.01% +284 Timeline APTV APTIV PLC More: the full row for APTIV 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: 10,675 shares; 2025Q3: 11,875 shares; 2025Q4: 11,745 shares 11,745 $905K <0.01% -130 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,273 shares; 2025Q1: 1,208 shares; 2025Q2: 1,350 shares; 2025Q3: 1,463 shares; 2025Q4: 1,659 shares 1,659 $903K <0.01% +196 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: 53,395 shares; 2024Q4: 61,710 shares; 2025Q1: 61,745 shares; 2025Q2: 64,193 shares; 2025Q3: 68,770 shares; 2025Q4: 68,770 shares 68,770 $902K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,995 shares; 2025Q3: 7,520 shares; 2025Q4: 7,663 shares 7,663 $900K <0.01% +143 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,415 shares; 2024Q4: 41,390 shares; 2025Q1: 41,390 shares; 2025Q2: 41,390 shares; 2025Q3: 41,390 shares; 2025Q4: 41,390 shares 41,390 $897K <0.01% 0 Timeline ILCV 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: 2,952 shares; 2024Q4: 9,814 shares; 2025Q1: 9,845 shares; 2025Q2: 9,878 shares; 2025Q3: 9,909 shares; 2025Q4: 9,909 shares 9,909 $892K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,251 shares; 2024Q4: 50,935 shares; 2025Q1: 52,237 shares; 2025Q2: 42,234 shares; 2025Q3: 47,745 shares; 2025Q4: 51,202 shares 51,202 $892K <0.01% +3,457 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 13,300 shares; 2025Q1: 14,312 shares; 2025Q2: 13,268 shares; 2025Q3: 13,268 shares; 2025Q4: 18,423 shares 18,423 $884K <0.01% +5,155 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: 42,940 shares; 2024Q4: 43,702 shares; 2025Q1: 142,581 shares; 2025Q2: 42,182 shares; 2025Q3: 44,331 shares; 2025Q4: 44,423 shares 44,423 $883K <0.01% +92 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,646 shares; 2025Q3: 24,447 shares; 2025Q4: 24,901 shares 24,901 $877K <0.01% +454 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: 16,656 shares; 2024Q4: 17,697 shares; 2025Q1: 19,440 shares; 2025Q2: 18,413 shares; 2025Q3: 21,320 shares; 2025Q4: 19,103 shares 19,103 $877K <0.01% -2,217 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: 10,119 shares; 2024Q4: 8,341 shares; 2025Q1: 8,438 shares; 2025Q2: 9,332 shares; 2025Q3: 9,774 shares; 2025Q4: 9,935 shares 9,935 $876K <0.01% +161 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,500 shares 16,500 $875K <0.01% new Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,783 shares; 2025Q4: 17,239 shares 17,239 $875K <0.01% +456 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: 9,647 shares; 2024Q4: 9,985 shares; 2025Q1: 8,254 shares; 2025Q2: 8,671 shares; 2025Q3: 9,000 shares; 2025Q4: 9,572 shares 9,572 $874K <0.01% +572 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,828 shares; 2024Q4: 15,512 shares; 2025Q1: 12,560 shares; 2025Q2: 5,972 shares; 2025Q3: 5,704 shares; 2025Q4: 5,626 shares 5,626 $872K <0.01% -78 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: 70,335 shares; 2024Q4: 32,980 shares; 2025Q1: 22,631 shares; 2025Q2: 18,270 shares; 2025Q3: 17,432 shares; 2025Q4: 17,858 shares 17,858 $869K <0.01% +426 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: 1,688 shares; 2024Q4: 41,598 shares; 2025Q1: 43,045 shares; 2025Q2: 5,148 shares; 2025Q3: 6,299 shares; 2025Q4: 5,991 shares 5,991 $865K <0.01% -308 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: 4,299 shares; 2024Q4: 4,041 shares; 2025Q1: 5,886 shares; 2025Q2: 5,562 shares; 2025Q3: 6,096 shares; 2025Q4: 6,216 shares 6,216 $865K <0.01% +120 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: 6,364 shares; 2024Q4: 5,874 shares; 2025Q1: 22,206 shares; 2025Q2: 14,585 shares; 2025Q3: 15,166 shares; 2025Q4: 15,166 shares 15,166 $865K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,579 shares; 2025Q4: 16,201 shares 16,201 $865K <0.01% +622 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,249 shares; 2024Q4: 17,977 shares; 2025Q1: 18,479 shares; 2025Q2: 19,188 shares; 2025Q3: 23,191 shares; 2025Q4: 23,191 shares 23,191 $864K <0.01% 0 Timeline RSPF 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: 13,032 shares; 2024Q4: 15,644 shares; 2025Q1: 12,354 shares; 2025Q2: 11,151 shares; 2025Q3: 11,074 shares; 2025Q4: 11,074 shares 11,074 $861K <0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,877 shares; 2025Q1: 9,200 shares; 2025Q2: 12,601 shares; 2025Q3: 15,875 shares; 2025Q4: 15,875 shares 15,875 $860K <0.01% 0 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,836 shares; 2024Q4: 18,331 shares; 2025Q1: 18,990 shares; 2025Q2: 14,877 shares; 2025Q3: 14,323 shares; 2025Q4: 14,323 shares 14,323 $860K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 25,428 shares; 2025Q1: 26,369 shares; 2025Q2: 26,172 shares; 2025Q3: 29,699 shares; 2025Q4: 30,037 shares 30,037 $858K <0.01% +338 Timeline RSPH 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: 31,335 shares; 2024Q4: 39,122 shares; 2025Q1: 33,480 shares; 2025Q2: 32,002 shares; 2025Q3: 28,943 shares; 2025Q4: 29,110 shares 29,110 $856K <0.01% +167 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,810 shares; 2024Q4: 90,811 shares; 2025Q1: 90,810 shares; 2025Q2: 90,732 shares; 2025Q3: 90,778 shares; 2025Q4: 90,778 shares 90,778 $851K <0.01% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,480 shares 21,480 $850K <0.01% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 7,212 shares; 2025Q1: 7,228 shares; 2025Q2: 7,241 shares; 2025Q3: 7,257 shares; 2025Q4: 7,257 shares 7,257 $848K <0.01% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,220 shares; 2025Q1: 1,925 shares; 2025Q2: 1,850 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares 1,745 $843K <0.01% 0 VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 9,796 shares; 2025Q1: 9,260 shares; 2025Q2: 12,175 shares; 2025Q3: 12,506 shares; 2025Q4: 12,547 shares 12,547 $840K <0.01% +41 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,317 shares; 2025Q4: 19,355 shares 19,355 $834K <0.01% +38 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 10,801 shares; 2025Q4: 10,801 shares 10,801 $830K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 30,210 shares; 2025Q1: 29,642 shares; 2025Q2: 17,278 shares; 2025Q3: 23,668 shares; 2025Q4: 23,989 shares 23,989 $828K <0.01% +321 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 5,247 shares; 2025Q1: 5,269 shares; 2025Q2: 5,688 shares; 2025Q3: 5,783 shares; 2025Q4: 5,785 shares 5,785 $827K <0.01% +2 Timeline AGNG 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: 46,753 shares; 2024Q4: 41,439 shares; 2025Q1: 38,102 shares; 2025Q2: 26,389 shares; 2025Q3: 24,706 shares; 2025Q4: 24,706 shares 24,706 $827K <0.01% 0 Timeline AIA 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: 5,596 shares; 2025Q3: 8,560 shares; 2025Q4: 8,560 shares 8,560 $826K <0.01% 0 Timeline VTWV 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: 1,890 shares; 2024Q4: 1,802 shares; 2025Q1: 1,560 shares; 2025Q2: 5,189 shares; 2025Q3: 5,182 shares; 2025Q4: 5,182 shares 5,182 $823K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 642 shares; 2025Q1: 685 shares; 2025Q2: 2,500 shares; 2025Q3: 2,456 shares; 2025Q4: 2,492 shares 2,492 $820K <0.01% +36 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: 35,338 shares; 2024Q4: 36,117 shares; 2025Q1: 38,957 shares; 2025Q2: 52,701 shares; 2025Q3: 47,749 shares; 2025Q4: 47,748 shares 47,748 $816K <0.01% -1 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: 30,994 shares; 2024Q4: 30,994 shares; 2025Q1: 30,994 shares; 2025Q2: 30,998 shares; 2025Q3: 30,998 shares; 2025Q4: 30,998 shares 30,998 $816K <0.01% 0 Timeline SCHZ 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: 20,806 shares; 2024Q4: 76,346 shares; 2025Q1: 34,704 shares; 2025Q2: 33,342 shares; 2025Q3: 34,896 shares; 2025Q4: 34,724 shares 34,724 $815K <0.01% -172 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,287 shares; 2025Q1: 2,304 shares; 2025Q2: 4,006 shares; 2025Q3: 4,048 shares; 2025Q4: 4,165 shares 4,165 $814K <0.01% +117 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,504 shares; 2025Q2: 52,822 shares; 2025Q3: 52,822 shares; 2025Q4: 52,822 shares 52,822 $810K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,779 shares; 2024Q4: 17,307 shares; 2025Q1: 22,913 shares; 2025Q2: 23,250 shares; 2025Q3: 25,465 shares; 2025Q4: 18,143 shares 18,143 $807K <0.01% -7,322 Timeline XME 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: 3,110 shares; 2025Q3: 6,406 shares; 2025Q4: 8,124 shares 8,124 $807K <0.01% +1,718 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: not reported; 2024Q4: not reported; 2025Q1: 4,469 shares; 2025Q2: 4,901 shares; 2025Q3: 7,644 shares; 2025Q4: 7,813 shares 7,813 $807K <0.01% +169 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,347 shares; 2025Q1: 1,140 shares; 2025Q2: 1,538 shares; 2025Q3: 2,272 shares; 2025Q4: 2,360 shares 2,360 $806K <0.01% +88 Timeline DFAS 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: 4,696 shares; 2024Q4: 5,000 shares; 2025Q1: 8,982 shares; 2025Q2: 10,483 shares; 2025Q3: 11,722 shares; 2025Q4: 11,672 shares 11,672 $805K <0.01% -50 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,814 shares; 2025Q1: 64,724 shares; 2025Q2: 65,811 shares; 2025Q3: 66,880 shares; 2025Q4: 66,880 shares 66,880 $804K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,691 shares; 2025Q4: 49,967 shares 49,967 $796K <0.01% +1,276 Timeline