MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,964 shares; 2025Q1: 3,038 shares; 2025Q2: 3,221 shares; 2025Q3: 5,185 shares; 2025Q4: 5,446 shares 5,446 $2.78M 0.02% +261 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,710 shares; 2024Q4: 49,404 shares; 2025Q1: 49,292 shares; 2025Q2: 49,713 shares; 2025Q3: 49,528 shares; 2025Q4: 48,937 shares 48,937 $2.77M 0.02% -591 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 24,717 shares; 2025Q1: 24,430 shares; 2025Q2: 23,846 shares; 2025Q3: 22,950 shares; 2025Q4: 22,734 shares 22,734 $2.77M 0.02% -216 Timeline AIRR 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: 59 shares; 2025Q3: 59 shares; 2025Q4: 28,067 shares 28,067 $2.76M 0.02% +28,008 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: 6,005 shares; 2024Q4: 8,723 shares; 2025Q1: 8,497 shares; 2025Q2: 9,544 shares; 2025Q3: 8,698 shares; 2025Q4: 33,685 shares 33,685 $2.7M 0.02% +24,987 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: 5,530 shares; 2024Q4: 4,883 shares; 2025Q1: 4,927 shares; 2025Q2: 5,503 shares; 2025Q3: 6,580 shares; 2025Q4: 10,446 shares 10,446 $2.7M 0.02% +3,866 Timeline NJAN 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: 28,969 shares; 2024Q4: 30,116 shares; 2025Q1: 197,032 shares; 2025Q2: 162,986 shares; 2025Q3: 53,981 shares; 2025Q4: 48,891 shares 48,891 $2.69M 0.02% -5,090 Timeline PKB 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: 29,488 shares; 2024Q4: 29,461 shares; 2025Q1: 29,908 shares; 2025Q2: 29,346 shares; 2025Q3: 28,956 shares; 2025Q4: 28,930 shares 28,930 $2.68M 0.02% -26 Timeline INDA 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: 900 shares; 2025Q1: 49,439 shares; 2025Q2: 1,552 shares; 2025Q3: 1,119 shares; 2025Q4: 49,093 shares 49,093 $2.65M 0.02% +47,974 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,554 shares; 2024Q4: 18,246 shares; 2025Q1: 17,455 shares; 2025Q2: 20,947 shares; 2025Q3: 20,702 shares; 2025Q4: 18,693 shares 18,693 $2.64M 0.02% -2,009 Timeline MTUM 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: 11,191 shares; 2024Q4: 11,125 shares; 2025Q1: 10,383 shares; 2025Q2: 10,454 shares; 2025Q3: 10,612 shares; 2025Q4: 10,547 shares 10,547 $2.64M 0.02% -65 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: not reported; 2024Q4: 110,785 shares; 2025Q1: 110,200 shares; 2025Q2: 109,052 shares; 2025Q3: 112,019 shares; 2025Q4: 117,341 shares 117,341 $2.64M 0.02% +5,322 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 12,909 shares; 2025Q1: 19,438 shares; 2025Q2: 19,858 shares; 2025Q3: 20,568 shares; 2025Q4: 20,622 shares 20,622 $2.63M 0.02% +54 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: 46,434 shares; 2024Q4: 41,166 shares; 2025Q1: 44,110 shares; 2025Q2: 49,986 shares; 2025Q3: 52,363 shares; 2025Q4: 52,615 shares 52,615 $2.63M 0.02% +252 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 6,647 shares; 2025Q1: 5,918 shares; 2025Q2: 6,149 shares; 2025Q3: 16,364 shares; 2025Q4: 17,580 shares 17,580 $2.62M 0.02% +1,216 Timeline DFIC 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: 45,089 shares; 2024Q4: 48,842 shares; 2025Q1: 51,182 shares; 2025Q2: 54,221 shares; 2025Q3: 80,834 shares; 2025Q4: 75,465 shares 75,465 $2.6M 0.02% -5,369 Timeline GMAR 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: 185,914 shares; 2024Q4: 94,808 shares; 2025Q1: 75,009 shares; 2025Q2: 74,566 shares; 2025Q3: 64,581 shares; 2025Q4: 62,597 shares 62,597 $2.56M 0.01% -1,984 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: 45,880 shares; 2024Q4: 45,046 shares; 2025Q1: 40,002 shares; 2025Q2: 35,808 shares; 2025Q3: 34,401 shares; 2025Q4: 31,668 shares 31,668 $2.55M 0.01% -2,733 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,110 shares; 2024Q4: 107,162 shares; 2025Q1: 107,171 shares; 2025Q2: 107,182 shares; 2025Q3: 100,208 shares; 2025Q4: 99,990 shares 99,990 $2.53M 0.01% -218 Timeline SMH 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: 2,782 shares; 2024Q4: 5,246 shares; 2025Q1: 5,262 shares; 2025Q2: 5,797 shares; 2025Q3: 6,187 shares; 2025Q4: 6,878 shares 6,878 $2.48M 0.01% +691 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 16,150 shares; 2025Q1: 15,284 shares; 2025Q2: 15,187 shares; 2025Q3: 18,821 shares; 2025Q4: 22,422 shares 22,422 $2.39M 0.01% +3,601 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: 36,427 shares 36,427 $2.38M 0.01% new 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: 43,625 shares; 2024Q4: 44,891 shares; 2025Q1: 44,458 shares; 2025Q2: 40,630 shares; 2025Q3: 40,667 shares; 2025Q4: 41,434 shares 41,434 $2.38M 0.01% +767 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,953 shares; 2024Q4: 13,866 shares; 2025Q1: 14,660 shares; 2025Q2: 14,986 shares; 2025Q3: 32,384 shares; 2025Q4: 35,164 shares 35,164 $2.36M 0.01% +2,780 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,763 shares; 2024Q4: 56,766 shares; 2025Q1: 56,794 shares; 2025Q2: 56,822 shares; 2025Q3: 56,850 shares; 2025Q4: 88,674 shares 88,674 $2.36M 0.01% +31,824 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,643 shares; 2025Q1: 21,064 shares; 2025Q2: 21,538 shares; 2025Q3: 21,501 shares; 2025Q4: 23,958 shares 23,958 $2.33M 0.01% +2,457 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 65,865 shares; 2025Q2: 65,865 shares; 2025Q3: 65,793 shares; 2025Q4: 65,890 shares 65,890 $2.31M 0.01% +97 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: 123,160 shares; 2024Q4: 49,500 shares; 2025Q1: 16,314 shares; 2025Q2: 11,962 shares; 2025Q3: 11,721 shares; 2025Q4: 12,621 shares 12,621 $2.3M 0.01% +900 Timeline NNOV 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: 79,840 shares 79,840 $2.29M 0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: 1,116 shares; 2025Q2: 1,283 shares; 2025Q3: 9,781 shares; 2025Q4: 13,051 shares 13,051 $2.29M 0.01% +3,270 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 8,508 shares; 2025Q1: 8,611 shares; 2025Q2: 8,604 shares; 2025Q3: 10,466 shares; 2025Q4: 10,977 shares 10,977 $2.28M 0.01% +511 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,268 shares; 2025Q1: 71,527 shares; 2025Q2: 64,595 shares; 2025Q3: 51,013 shares; 2025Q4: 47,148 shares 47,148 $2.28M 0.01% -3,865 Timeline DFAX 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: 73,807 shares; 2024Q4: 69,373 shares; 2025Q1: 69,373 shares; 2025Q2: 69,373 shares; 2025Q3: 69,373 shares; 2025Q4: 69,373 shares 69,373 $2.27M 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 7,273 shares; 2025Q1: 7,379 shares; 2025Q2: 8,217 shares; 2025Q3: 8,227 shares; 2025Q4: 12,227 shares 12,227 $2.27M 0.01% +4,000 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: 58,398 shares; 2024Q4: 54,330 shares; 2025Q1: 51,023 shares; 2025Q2: 58,967 shares; 2025Q3: 57,897 shares; 2025Q4: 57,259 shares 57,259 $2.27M 0.01% -638 Timeline PSLV 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: not reported; 2024Q4: 5,332 shares; 2025Q1: 5,332 shares; 2025Q2: 7,982 shares; 2025Q3: 10,432 shares; 2025Q4: 95,676 shares 95,676 $2.26M 0.01% +85,244 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 16,086 shares; 2025Q1: 16,300 shares; 2025Q2: 16,349 shares; 2025Q3: 25,046 shares; 2025Q4: 25,299 shares 25,299 $2.26M 0.01% +253 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: not reported; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 60,499 shares; 2025Q4: 53,487 shares 53,487 $2.21M 0.01% -7,012 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,590 shares; 2024Q4: 12,341 shares; 2025Q1: 13,016 shares; 2025Q2: 12,824 shares; 2025Q3: 13,270 shares; 2025Q4: 13,536 shares 13,536 $2.18M 0.01% +266 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,312 shares; 2024Q4: 38,019 shares; 2025Q1: 38,082 shares; 2025Q2: 40,144 shares; 2025Q3: 40,207 shares; 2025Q4: 40,276 shares 40,276 $2.17M 0.01% +69 Timeline FVD 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: 49,616 shares; 2024Q4: 49,762 shares; 2025Q1: 46,493 shares; 2025Q2: 51,983 shares; 2025Q3: 49,692 shares; 2025Q4: 47,166 shares 47,166 $2.17M 0.01% -2,526 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,958 shares; 2024Q4: 45,677 shares; 2025Q1: 45,367 shares; 2025Q2: 47,511 shares; 2025Q3: 43,260 shares; 2025Q4: 42,696 shares 42,696 $2.17M 0.01% -564 Timeline DFSV 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: 41,146 shares; 2024Q4: 42,296 shares; 2025Q1: 63,475 shares; 2025Q2: 65,770 shares; 2025Q3: 66,373 shares; 2025Q4: 66,039 shares 66,039 $2.17M 0.01% -334 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 11,852 shares; 2025Q1: 56,583 shares; 2025Q2: 62,650 shares; 2025Q3: 63,830 shares; 2025Q4: 63,289 shares 63,289 $2.17M 0.01% -541 Timeline NETL 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: 166,060 shares; 2025Q1: 138,103 shares; 2025Q2: 126,588 shares; 2025Q3: 108,150 shares; 2025Q4: 91,344 shares 91,344 $2.17M 0.01% -16,806 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: 21,352 shares; 2024Q4: 15,749 shares; 2025Q1: 21,836 shares; 2025Q2: 23,885 shares; 2025Q3: 31,293 shares; 2025Q4: 36,690 shares 36,690 $2.15M 0.01% +5,397 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: 90 shares; 2025Q1: 124 shares; 2025Q2: 157 shares; 2025Q3: 6,647 shares; 2025Q4: 6,717 shares 6,717 $2.15M 0.01% +70 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: 51,962 shares; 2024Q4: 59,237 shares; 2025Q1: 57,181 shares; 2025Q2: 57,625 shares; 2025Q3: 60,535 shares; 2025Q4: 58,867 shares 58,867 $2.13M 0.01% -1,668 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: 685 shares; 2024Q4: 3,716 shares; 2025Q1: 3,783 shares; 2025Q2: 3,981 shares; 2025Q3: 3,835 shares; 2025Q4: 3,710 shares 3,710 $2.13M 0.01% -125 Timeline SPYI 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: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 40,365 shares 40,365 $2.12M 0.01% +39,715 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 8,185 shares; 2025Q1: 8,506 shares; 2025Q2: 8,834 shares; 2025Q3: 9,446 shares; 2025Q4: 4,755 shares 4,755 $2.12M 0.01% -4,691 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: 12,550 shares; 2024Q4: 13,055 shares; 2025Q1: 12,057 shares; 2025Q2: 11,748 shares; 2025Q3: 11,957 shares; 2025Q4: 30,544 shares 30,544 $2.08M 0.01% +18,587 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,176 shares; 2024Q4: 26,231 shares; 2025Q1: 25,258 shares; 2025Q2: 23,486 shares; 2025Q3: 22,921 shares; 2025Q4: 22,782 shares 22,782 $2.07M 0.01% -139 Timeline CWB 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: 19,766 shares; 2025Q1: 19,766 shares; 2025Q2: 19,601 shares; 2025Q3: 20,585 shares; 2025Q4: 22,910 shares 22,910 $2.04M 0.01% +2,325 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: not reported; 2024Q4: 5,255 shares; 2025Q1: 8,882 shares; 2025Q2: 11,554 shares; 2025Q3: 8,691 shares; 2025Q4: 8,701 shares 8,701 $2M 0.01% +10 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,611 shares; 2024Q4: 20,668 shares; 2025Q1: 20,570 shares; 2025Q2: 20,603 shares; 2025Q3: 22,212 shares; 2025Q4: 22,543 shares 22,543 $1.99M 0.01% +331 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 38,412 shares; 2025Q1: 38,868 shares; 2025Q2: 36,953 shares; 2025Q3: 36,804 shares; 2025Q4: 30,768 shares 30,768 $1.96M 0.01% -6,036 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: 9,279 shares; 2024Q4: 20,428 shares; 2025Q1: 20,143 shares; 2025Q2: 19,351 shares; 2025Q3: 19,771 shares; 2025Q4: 18,669 shares 18,669 $1.96M 0.01% -1,102 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: 38,755 shares; 2024Q4: 38,837 shares; 2025Q1: 38,615 shares; 2025Q2: 38,309 shares; 2025Q3: 38,183 shares; 2025Q4: 37,675 shares 37,675 $1.94M 0.01% -508 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: 15,654 shares; 2024Q4: 14,343 shares; 2025Q1: 14,405 shares; 2025Q2: 15,319 shares; 2025Q3: 14,732 shares; 2025Q4: 16,111 shares 16,111 $1.93M 0.01% +1,379 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,594 shares; 2025Q1: 23,736 shares; 2025Q2: 23,861 shares; 2025Q3: 22,695 shares; 2025Q4: 28,026 shares 28,026 $1.92M 0.01% +5,331 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,683 shares; 2024Q4: 95,745 shares; 2025Q1: 136,103 shares; 2025Q2: 72,030 shares; 2025Q3: 69,380 shares; 2025Q4: 69,912 shares 69,912 $1.89M 0.01% +532 Timeline AIVL 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: 17,534 shares; 2024Q4: 17,686 shares; 2025Q1: 16,571 shares; 2025Q2: 16,571 shares; 2025Q3: 16,440 shares; 2025Q4: 16,353 shares 16,353 $1.88M 0.01% -87 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,865 shares; 2025Q1: 4,069 shares; 2025Q2: 4,243 shares; 2025Q3: 4,207 shares; 2025Q4: 54,022 shares 54,022 $1.87M 0.01% +49,815 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 96 shares; 2025Q2: 255 shares; 2025Q3: 5,529 shares; 2025Q4: 5,484 shares 5,484 $1.87M 0.01% -45 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,556 shares; 2024Q4: 21,205 shares; 2025Q1: 20,165 shares; 2025Q2: 22,613 shares; 2025Q3: 20,356 shares; 2025Q4: 20,191 shares 20,191 $1.86M 0.01% -165 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 3,915 shares; 2025Q1: 3,013 shares; 2025Q2: 3,037 shares; 2025Q3: 3,013 shares; 2025Q4: 6,661 shares 6,661 $1.84M 0.01% +3,648 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: 35,567 shares; 2024Q4: 37,339 shares; 2025Q1: 37,088 shares; 2025Q2: 38,334 shares; 2025Q3: 38,836 shares; 2025Q4: 39,501 shares 39,501 $1.84M 0.01% +665 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: 158,089 shares; 2024Q4: 162,502 shares; 2025Q1: 141,839 shares; 2025Q2: 123,270 shares; 2025Q3: 129,970 shares; 2025Q4: 138,937 shares 138,937 $1.82M 0.01% +8,967 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: 7,713 shares; 2024Q4: 7,587 shares; 2025Q1: 7,581 shares; 2025Q2: 7,561 shares; 2025Q3: 17,038 shares; 2025Q4: 13,905 shares 13,905 $1.81M 0.01% -3,133 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 26,249 shares; 2025Q1: 24,792 shares; 2025Q2: 21,953 shares; 2025Q3: 20,651 shares; 2025Q4: 20,727 shares 20,727 $1.81M 0.01% +76 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,920 shares; 2025Q1: 20,568 shares; 2025Q2: 19,846 shares; 2025Q3: 19,095 shares; 2025Q4: 18,669 shares 18,669 $1.81M 0.01% -426 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,904 shares; 2025Q1: 39,842 shares; 2025Q2: 37,421 shares; 2025Q3: 38,220 shares; 2025Q4: 39,224 shares 39,224 $1.8M 0.01% +1,004 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: 38,923 shares; 2024Q4: 38,932 shares; 2025Q1: 38,794 shares; 2025Q2: 39,737 shares; 2025Q3: 39,744 shares; 2025Q4: 45,560 shares 45,560 $1.8M 0.01% +5,816 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,293 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 30,862 shares; 2025Q4: 46,702 shares 46,702 $1.8M 0.01% +15,840 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: 10,302 shares; 2024Q4: 9,557 shares; 2025Q1: 10,092 shares; 2025Q2: 10,116 shares; 2025Q3: 28,246 shares; 2025Q4: 24,105 shares 24,105 $1.79M 0.01% -4,141 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,878 shares; 2024Q4: 33,278 shares; 2025Q1: 33,278 shares; 2025Q2: 33,723 shares; 2025Q3: 35,610 shares; 2025Q4: 45,210 shares 45,210 $1.79M 0.01% +9,600 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: 29,573 shares; 2024Q4: 37,721 shares; 2025Q1: 37,504 shares; 2025Q2: 38,577 shares; 2025Q3: 40,362 shares; 2025Q4: 40,927 shares 40,927 $1.78M 0.01% +565 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,521 shares; 2024Q4: 16,426 shares; 2025Q1: 14,899 shares; 2025Q2: 18,455 shares; 2025Q3: 17,712 shares; 2025Q4: 19,262 shares 19,262 $1.78M 0.01% +1,550 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: 10,674 shares; 2024Q4: 17,227 shares; 2025Q1: 17,259 shares; 2025Q2: 18,008 shares; 2025Q3: 17,455 shares; 2025Q4: 17,082 shares 17,082 $1.78M 0.01% -373 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 8,153 shares; 2025Q1: 8,052 shares; 2025Q2: 7,952 shares; 2025Q3: 10,770 shares; 2025Q4: 8,985 shares 8,985 $1.77M 0.01% -1,785 Timeline JMST 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: 36,576 shares; 2025Q1: 35,368 shares; 2025Q2: 34,548 shares; 2025Q3: 34,542 shares; 2025Q4: 34,675 shares 34,675 $1.77M 0.01% +133 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 3,474 shares; 2025Q1: 3,486 shares; 2025Q2: 3,433 shares; 2025Q3: 3,911 shares; 2025Q4: 3,893 shares 3,893 $1.73M 0.01% -18 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,496 shares; 2025Q1: 8,159 shares; 2025Q2: 7,859 shares; 2025Q3: 7,629 shares; 2025Q4: 7,680 shares 7,680 $1.73M 0.01% +51 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: 71,885 shares; 2024Q4: 90,558 shares; 2025Q1: 85,414 shares; 2025Q2: 85,372 shares; 2025Q3: 85,567 shares; 2025Q4: 82,647 shares 82,647 $1.73M 0.01% -2,920 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 21,368 shares; 2025Q1: 21,723 shares; 2025Q2: 24,836 shares; 2025Q3: 22,090 shares; 2025Q4: 21,925 shares 21,925 $1.72M 0.01% -165 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,192 shares; 2025Q1: 14,174 shares; 2025Q2: 14,321 shares; 2025Q3: 13,929 shares; 2025Q4: 13,933 shares 13,933 $1.72M 0.01% +4 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,957 shares; 2025Q1: 28,723 shares; 2025Q2: 28,723 shares; 2025Q3: 34,320 shares; 2025Q4: 37,320 shares 37,320 $1.71M 0.01% +3,000 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: 48,737 shares; 2024Q4: 41,362 shares; 2025Q1: 36,790 shares; 2025Q2: 36,792 shares; 2025Q3: 36,685 shares; 2025Q4: 36,337 shares 36,337 $1.7M 0.01% -348 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,265 shares; 2024Q4: 7,050 shares; 2025Q1: 6,962 shares; 2025Q2: 7,043 shares; 2025Q3: 7,918 shares; 2025Q4: 7,903 shares 7,903 $1.7M 0.01% -15 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: 6,860 shares; 2024Q4: 7,630 shares; 2025Q1: 7,416 shares; 2025Q2: 7,410 shares; 2025Q3: 9,891 shares; 2025Q4: 9,499 shares 9,499 $1.7M 0.01% -392 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,614 shares; 2024Q4: 21,964 shares; 2025Q1: 22,056 shares; 2025Q2: 23,853 shares; 2025Q3: 24,355 shares; 2025Q4: 29,754 shares 29,754 $1.69M 0.01% +5,399 Timeline VOX 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: 2,728 shares; 2024Q4: 7,847 shares; 2025Q1: 8,603 shares; 2025Q2: 8,423 shares; 2025Q3: 8,521 shares; 2025Q4: 8,649 shares 8,649 $1.67M 0.01% +128 Timeline ESGD 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: 6,071 shares; 2024Q4: 6,855 shares; 2025Q1: 6,943 shares; 2025Q2: 7,815 shares; 2025Q3: 14,601 shares; 2025Q4: 17,608 shares 17,608 $1.67M 0.01% +3,007 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,737 shares; 2024Q4: 24,446 shares; 2025Q1: 24,357 shares; 2025Q2: 38,025 shares; 2025Q3: 38,056 shares; 2025Q4: 36,626 shares 36,626 $1.67M 0.01% -1,430 Timeline XPH 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: 38,077 shares; 2024Q4: 37,688 shares; 2025Q1: 37,473 shares; 2025Q2: 36,085 shares; 2025Q3: 30,288 shares; 2025Q4: 29,748 shares 29,748 $1.67M 0.01% -540 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 8,707 shares; 2025Q1: 8,525 shares; 2025Q2: 8,507 shares; 2025Q3: 8,415 shares; 2025Q4: 8,385 shares 8,385 $1.66M 0.01% -30 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,411 shares; 2024Q4: 7,452 shares; 2025Q1: 7,452 shares; 2025Q2: 8,051 shares; 2025Q3: 7,945 shares; 2025Q4: 8,038 shares 8,038 $1.66M 0.01% +93 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 6,784 shares; 2025Q1: 6,898 shares; 2025Q2: 6,158 shares; 2025Q3: 8,039 shares; 2025Q4: 8,065 shares 8,065 $1.66M 0.01% +26 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,067 shares; 2024Q4: 68,414 shares; 2025Q1: 66,956 shares; 2025Q2: 45,294 shares; 2025Q3: 43,868 shares; 2025Q4: 44,793 shares 44,793 $1.66M 0.01% +925 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: 1,662 shares; 2024Q4: 1,410 shares; 2025Q1: 1,381 shares; 2025Q2: 1,723 shares; 2025Q3: 7,414 shares; 2025Q4: 3,516 shares 3,516 $1.65M 0.01% -3,898 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,901 shares; 2025Q1: 42,182 shares; 2025Q2: 40,911 shares; 2025Q3: 40,641 shares; 2025Q4: 32,038 shares 32,038 $1.64M 0.01% -8,603 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,865 shares; 2024Q4: 60,006 shares; 2025Q1: 59,792 shares; 2025Q2: 59,392 shares; 2025Q3: 58,393 shares; 2025Q4: 58,709 shares 58,709 $1.63M 0.01% +316 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 69,174 shares 69,174 $1.63M 0.01% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 969 shares; 2025Q1: 973 shares; 2025Q2: 5,914 shares; 2025Q3: 36,758 shares; 2025Q4: 46,099 shares 46,099 $1.63M 0.01% +9,341 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: 6,984 shares; 2024Q4: 7,689 shares; 2025Q1: 6,293 shares; 2025Q2: 6,783 shares; 2025Q3: 6,812 shares; 2025Q4: 7,142 shares 7,142 $1.62M 0.01% +330 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,326 shares; 2024Q4: 27,315 shares; 2025Q1: 22,966 shares; 2025Q2: 22,047 shares; 2025Q3: 23,315 shares; 2025Q4: 18,766 shares 18,766 $1.62M 0.01% -4,549 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,248 shares; 2025Q1: 18,577 shares; 2025Q2: 14,373 shares; 2025Q3: 25,074 shares; 2025Q4: 18,505 shares 18,505 $1.61M 0.01% -6,569 Timeline PFEB 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: 55,862 shares; 2024Q4: 50,973 shares; 2025Q1: 82,269 shares; 2025Q2: 78,344 shares; 2025Q3: 48,699 shares; 2025Q4: 39,280 shares 39,280 $1.6M 0.01% -9,419 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,685 shares; 2024Q4: 41,685 shares; 2025Q1: 41,685 shares; 2025Q2: 41,694 shares; 2025Q3: 41,694 shares; 2025Q4: 37,059 shares 37,059 $1.59M 0.01% -4,635 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,208 shares; 2025Q1: 7,234 shares; 2025Q2: 10,721 shares; 2025Q3: 12,709 shares; 2025Q4: 29,916 shares 29,916 $1.58M 0.01% +17,207 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,809 shares; 2025Q1: 18,869 shares; 2025Q2: 19,342 shares; 2025Q3: 19,126 shares; 2025Q4: 18,467 shares 18,467 $1.58M 0.01% -659 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 711 shares; 2025Q1: 667 shares; 2025Q2: 735 shares; 2025Q3: 667 shares; 2025Q4: 14,787 shares 14,787 $1.57M 0.01% +14,120 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: 22,501 shares; 2024Q4: 20,831 shares; 2025Q1: 13,196 shares; 2025Q2: 15,958 shares; 2025Q3: 18,691 shares; 2025Q4: 19,244 shares 19,244 $1.56M 0.01% +553 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: 29,070 shares; 2024Q4: 24,613 shares; 2025Q1: 22,892 shares; 2025Q2: 22,757 shares; 2025Q3: 25,562 shares; 2025Q4: 26,485 shares 26,485 $1.55M 0.01% +923 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: 4,480 shares; 2024Q4: 7,022 shares; 2025Q1: 7,125 shares; 2025Q2: 7,177 shares; 2025Q3: 8,236 shares; 2025Q4: 8,375 shares 8,375 $1.54M 0.01% +139 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 28,943 shares; 2025Q1: 29,726 shares; 2025Q2: 30,304 shares; 2025Q3: 30,232 shares; 2025Q4: 30,662 shares 30,662 $1.53M 0.01% +430 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 16,130 shares; 2025Q4: 16,285 shares 16,285 $1.53M 0.01% +155 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 737 shares; 2025Q1: 840 shares; 2025Q2: 14,897 shares; 2025Q3: 16,001 shares; 2025Q4: 16,795 shares 16,795 $1.53M 0.01% +794 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,623 shares; 2024Q4: 9,530 shares; 2025Q1: 9,519 shares; 2025Q2: 7,903 shares; 2025Q3: 7,621 shares; 2025Q4: 7,874 shares 7,874 $1.52M 0.01% +253 Timeline EEMV 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: 25,617 shares; 2024Q4: 24,601 shares; 2025Q1: 24,459 shares; 2025Q2: 24,029 shares; 2025Q3: 23,484 shares; 2025Q4: 23,741 shares 23,741 $1.52M 0.01% +257 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 13,712 shares; 2025Q1: 13,598 shares; 2025Q2: 12,637 shares; 2025Q3: 12,189 shares; 2025Q4: 15,260 shares 15,260 $1.52M 0.01% +3,071 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: 14,086 shares; 2024Q4: 16,227 shares; 2025Q1: 16,126 shares; 2025Q2: 15,526 shares; 2025Q3: 15,771 shares; 2025Q4: 33,193 shares 33,193 $1.51M 0.01% +17,422 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 7,252 shares; 2025Q1: 6,762 shares; 2025Q2: 7,465 shares; 2025Q3: 9,849 shares; 2025Q4: 13,230 shares 13,230 $1.49M 0.01% +3,381 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: 66,012 shares; 2024Q4: 76,499 shares; 2025Q1: 100,185 shares; 2025Q2: 36,420 shares; 2025Q3: 34,532 shares; 2025Q4: 38,100 shares 38,100 $1.46M 0.01% +3,568 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 41 shares; 2025Q2: 198 shares; 2025Q3: 38,637 shares; 2025Q4: 38,653 shares 38,653 $1.44M 0.01% +16 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,517 shares; 2024Q4: 14,832 shares; 2025Q1: 13,915 shares; 2025Q2: 17,623 shares; 2025Q3: 17,136 shares; 2025Q4: 17,033 shares 17,033 $1.44M 0.01% -103 Timeline RDVY 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: 14,715 shares; 2024Q4: 23,683 shares; 2025Q1: 21,932 shares; 2025Q2: 16,748 shares; 2025Q3: 18,607 shares; 2025Q4: 20,650 shares 20,650 $1.43M 0.01% +2,043 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: 12,867 shares; 2024Q4: 12,870 shares; 2025Q1: 8,998 shares; 2025Q2: 8,855 shares; 2025Q3: 8,665 shares; 2025Q4: 17,290 shares 17,290 $1.43M 0.01% +8,625 Timeline USXF 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: 10,724 shares; 2024Q4: 18,389 shares; 2025Q1: 18,589 shares; 2025Q2: 18,618 shares; 2025Q3: 24,862 shares; 2025Q4: 24,898 shares 24,898 $1.43M 0.01% +36 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: not reported; 2024Q4: 62,208 shares; 2025Q1: 62,535 shares; 2025Q2: 60,979 shares; 2025Q3: 57,711 shares; 2025Q4: 57,441 shares 57,441 $1.43M 0.01% -270 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,490 shares; 2024Q4: 30,208 shares; 2025Q1: 29,754 shares; 2025Q2: 30,180 shares; 2025Q3: 17,280 shares; 2025Q4: 17,830 shares 17,830 $1.43M 0.01% +550 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: 12,727 shares; 2024Q4: 12,802 shares; 2025Q1: 12,649 shares; 2025Q2: 11,574 shares; 2025Q3: 11,652 shares; 2025Q4: 11,082 shares 11,082 $1.43M 0.01% -570 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 169 shares; 2025Q3: 340 shares; 2025Q4: 709 shares 709 $1.43M 0.01% +369 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,052 shares; 2025Q1: 30,603 shares; 2025Q2: 26,109 shares; 2025Q3: 61,854 shares; 2025Q4: 61,550 shares 61,550 $1.42M 0.01% -304 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,683 shares; 2024Q4: 19,061 shares; 2025Q1: 2,519 shares; 2025Q2: 2,313 shares; 2025Q3: 3,475 shares; 2025Q4: 3,385 shares 3,385 $1.41M 0.01% -90 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,795 shares; 2024Q4: 46,707 shares; 2025Q1: 47,217 shares; 2025Q2: 40,749 shares; 2025Q3: 48,153 shares; 2025Q4: 50,239 shares 50,239 $1.41M 0.01% +2,086 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: 1,773 shares; 2024Q4: 2,515 shares; 2025Q1: 2,581 shares; 2025Q2: 2,832 shares; 2025Q3: 2,927 shares; 2025Q4: 3,018 shares 3,018 $1.41M 0.01% +91 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: 64,854 shares; 2024Q4: 63,363 shares; 2025Q1: 61,104 shares; 2025Q2: 58,447 shares; 2025Q3: 81,957 shares; 2025Q4: 80,870 shares 80,870 $1.4M 0.01% -1,087 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: 6,058 shares; 2024Q4: 25,443 shares; 2025Q1: 22,991 shares; 2025Q2: 32,604 shares; 2025Q3: 50,420 shares; 2025Q4: 54,672 shares 54,672 $1.4M 0.01% +4,252 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: 24,238 shares; 2024Q4: 24,263 shares; 2025Q1: 24,263 shares; 2025Q2: 24,263 shares; 2025Q3: 24,358 shares; 2025Q4: 32,188 shares 32,188 $1.39M 0.01% +7,830 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: 12,918 shares; 2024Q4: 14,103 shares; 2025Q1: 13,855 shares; 2025Q2: 13,801 shares; 2025Q3: 13,439 shares; 2025Q4: 13,729 shares 13,729 $1.38M 0.01% +290 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: 30,314 shares; 2024Q4: 32,598 shares; 2025Q1: 31,781 shares; 2025Q2: 30,933 shares; 2025Q3: 33,554 shares; 2025Q4: 35,154 shares 35,154 $1.37M 0.01% +1,600 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 333,622 shares; 2025Q1: 310,099 shares; 2025Q2: 269,952 shares; 2025Q3: 25,589 shares; 2025Q4: 35,822 shares 35,822 $1.35M 0.01% +10,233 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: 27,228 shares; 2024Q4: 25,683 shares; 2025Q1: 26,275 shares; 2025Q2: 29,385 shares; 2025Q3: 27,981 shares; 2025Q4: 27,457 shares 27,457 $1.35M 0.01% -524 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 9,007 shares; 2025Q1: 9,252 shares; 2025Q2: 9,458 shares; 2025Q3: 9,371 shares; 2025Q4: 17,512 shares 17,512 $1.33M 0.01% +8,141 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: not reported; 2024Q4: 60,350 shares; 2025Q1: 63,487 shares; 2025Q2: 66,617 shares; 2025Q3: 67,939 shares; 2025Q4: 75,331 shares 75,331 $1.33M 0.01% +7,392 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: 3,060 shares; 2024Q4: 2,765 shares; 2025Q1: 2,824 shares; 2025Q2: 2,908 shares; 2025Q3: 3,869 shares; 2025Q4: 2,900 shares 2,900 $1.32M 0.01% -969 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: 13,586 shares; 2024Q4: 13,606 shares; 2025Q1: 13,623 shares; 2025Q2: 13,637 shares; 2025Q3: 13,655 shares; 2025Q4: 12,492 shares 12,492 $1.3M 0.01% -1,163 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,866 shares; 2024Q4: 47,358 shares; 2025Q1: 37,304 shares; 2025Q2: 35,943 shares; 2025Q3: 35,283 shares; 2025Q4: 35,033 shares 35,033 $1.3M 0.01% -250 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,827 shares; 2025Q1: 2,871 shares; 2025Q2: 2,953 shares; 2025Q3: 3,251 shares; 2025Q4: 3,620 shares 3,620 $1.29M 0.01% +369 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 12,291 shares; 2025Q1: 11,984 shares; 2025Q2: 17,843 shares; 2025Q3: 18,892 shares; 2025Q4: 18,548 shares 18,548 $1.29M 0.01% -344 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,515 shares; 2025Q1: 2,539 shares; 2025Q2: 2,689 shares; 2025Q3: 2,711 shares; 2025Q4: 2,634 shares 2,634 $1.28M 0.01% -77 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 7,026 shares; 2025Q1: 11,084 shares; 2025Q2: 14,318 shares; 2025Q3: 15,115 shares; 2025Q4: 15,101 shares 15,101 $1.28M 0.01% -14 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,385 shares; 2025Q1: 120,153 shares; 2025Q2: 115,270 shares; 2025Q3: 114,032 shares; 2025Q4: 112,507 shares 112,507 $1.27M 0.01% -1,525 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,004 shares; 2024Q4: 29,860 shares; 2025Q1: 28,892 shares; 2025Q2: 29,863 shares; 2025Q3: 38,326 shares; 2025Q4: 45,659 shares 45,659 $1.24M 0.01% +7,333 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: 1,386 shares; 2024Q4: 1,267 shares; 2025Q1: 1,342 shares; 2025Q2: 1,577 shares; 2025Q3: 2,317 shares; 2025Q4: 6,138 shares 6,138 $1.24M 0.01% +3,821 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: not reported; 2024Q4: 57,266 shares; 2025Q1: 57,411 shares; 2025Q2: 57,563 shares; 2025Q3: 58,194 shares; 2025Q4: 58,313 shares 58,313 $1.23M 0.01% +119 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,792 shares; 2024Q4: 36,577 shares; 2025Q1: 35,514 shares; 2025Q2: 85,338 shares; 2025Q3: 120,183 shares; 2025Q4: 18,149 shares 18,149 $1.22M 0.01% -102,034 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: 8,512 shares; 2024Q4: 7,631 shares; 2025Q1: 6,726 shares; 2025Q2: 6,417 shares; 2025Q3: 9,885 shares; 2025Q4: 8,809 shares 8,809 $1.22M 0.01% -1,076 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 23,928 shares 23,928 $1.21M 0.01% new 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: 14,082 shares; 2024Q4: 13,710 shares; 2025Q1: 13,713 shares; 2025Q2: 13,760 shares; 2025Q3: 13,333 shares; 2025Q4: 14,066 shares 14,066 $1.2M 0.01% +733 Timeline EPI 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: 2,600 shares; 2025Q1: 335 shares; 2025Q2: 200 shares; 2025Q3: 1,433 shares; 2025Q4: 25,909 shares 25,909 $1.2M 0.01% +24,476 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: 1,134 shares; 2024Q4: 1,259 shares; 2025Q1: 1,258 shares; 2025Q2: 1,273 shares; 2025Q3: 1,303 shares; 2025Q4: 1,182 shares 1,182 $1.19M 0.01% -121 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: 13,488 shares; 2024Q4: 14,268 shares; 2025Q1: 11,757 shares; 2025Q2: 11,589 shares; 2025Q3: 12,467 shares; 2025Q4: 12,656 shares 12,656 $1.19M 0.01% +189 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,179 shares; 2024Q4: 77,697 shares; 2025Q1: 63,586 shares; 2025Q2: 63,586 shares; 2025Q3: 63,586 shares; 2025Q4: 63,611 shares 63,611 $1.19M 0.01% +25 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: 6,229 shares; 2024Q4: 6,371 shares; 2025Q1: 6,513 shares; 2025Q2: 6,406 shares; 2025Q3: 6,552 shares; 2025Q4: 7,250 shares 7,250 $1.18M 0.01% +698 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,178 shares; 2025Q1: 49,306 shares; 2025Q2: 55,720 shares; 2025Q3: 56,107 shares; 2025Q4: 23,824 shares 23,824 $1.18M 0.01% -32,283 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: 15,139 shares; 2024Q4: 13,658 shares; 2025Q1: 14,791 shares; 2025Q2: 16,808 shares; 2025Q3: 16,464 shares; 2025Q4: 23,764 shares 23,764 $1.17M 0.01% +7,300 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 1,699 shares; 2025Q2: 1,523 shares; 2025Q3: 11,059 shares; 2025Q4: 14,461 shares 14,461 $1.17M 0.01% +3,402 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,908 shares 15,908 $1.17M 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 1,896 shares; 2025Q1: 1,918 shares; 2025Q2: 2,127 shares; 2025Q3: 1,846 shares; 2025Q4: 2,564 shares 2,564 $1.16M 0.01% +718 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,194 shares; 2024Q4: 14,595 shares; 2025Q1: 18,912 shares; 2025Q2: 15,907 shares; 2025Q3: 13,996 shares; 2025Q4: 14,625 shares 14,625 $1.16M 0.01% +629 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,298 shares; 2024Q4: 19,298 shares; 2025Q1: 19,591 shares; 2025Q2: 19,625 shares; 2025Q3: 19,591 shares; 2025Q4: 19,725 shares 19,725 $1.15M 0.01% +134 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 11,947 shares; 2025Q1: 11,327 shares; 2025Q2: 11,482 shares; 2025Q3: 11,075 shares; 2025Q4: 10,915 shares 10,915 $1.15M 0.01% -160 Timeline XVV 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: 21,584 shares; 2024Q4: 21,749 shares; 2025Q1: 21,493 shares; 2025Q2: 22,132 shares; 2025Q3: 21,116 shares; 2025Q4: 21,888 shares 21,888 $1.15M 0.01% +772 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: 2,699 shares; 2024Q4: 2,725 shares; 2025Q1: 2,756 shares; 2025Q2: 2,611 shares; 2025Q3: 2,590 shares; 2025Q4: 2,576 shares 2,576 $1.15M 0.01% -14 ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 21 shares; 2025Q2: 233 shares; 2025Q3: 5,922 shares; 2025Q4: 6,585 shares 6,585 $1.15M 0.01% +663 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 8,474 shares; 2025Q1: 9,488 shares; 2025Q2: 8,992 shares; 2025Q3: 9,803 shares; 2025Q4: 9,757 shares 9,757 $1.15M 0.01% -46 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 393 shares; 2025Q1: 413 shares; 2025Q2: 390 shares; 2025Q3: 1,506 shares; 2025Q4: 2,049 shares 2,049 $1.13M 0.01% +543 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 12,293 shares; 2025Q2: 17,293 shares; 2025Q3: 17,323 shares; 2025Q4: 17,323 shares 17,323 $1.12M 0.01% 0 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,427 shares 13,427 $1.12M 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,828 shares; 2024Q4: 17,333 shares; 2025Q1: 17,340 shares; 2025Q2: 17,348 shares; 2025Q3: 17,101 shares; 2025Q4: 17,110 shares 17,110 $1.11M 0.01% +9 Timeline FEZ 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: 20,279 shares; 2024Q4: 20,070 shares; 2025Q1: 19,058 shares; 2025Q2: 17,161 shares; 2025Q3: 17,273 shares; 2025Q4: 17,273 shares 17,273 $1.11M 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: 12,019 shares; 2024Q4: 12,903 shares; 2025Q1: 15,134 shares; 2025Q2: 15,750 shares; 2025Q3: 13,780 shares; 2025Q4: 31,940 shares 31,940 $1.11M 0.01% +18,160 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: 2,721 shares; 2024Q4: 2,568 shares; 2025Q1: 2,284 shares; 2025Q2: 1,980 shares; 2025Q3: 1,884 shares; 2025Q4: 1,780 shares 1,780 $1.11M 0.01% -104 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,388 shares; 2024Q4: 10,464 shares; 2025Q1: 10,444 shares; 2025Q2: 10,806 shares; 2025Q3: 11,325 shares; 2025Q4: 11,485 shares 11,485 $1.11M 0.01% +160 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: 6,073 shares; 2024Q4: 8,675 shares; 2025Q1: 8,470 shares; 2025Q2: 12,147 shares; 2025Q3: 10,380 shares; 2025Q4: 11,070 shares 11,070 $1.11M 0.01% +690 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: 27,938 shares; 2024Q4: 27,373 shares; 2025Q1: 27,097 shares; 2025Q2: 27,911 shares; 2025Q3: 30,087 shares; 2025Q4: 28,000 shares 28,000 $1.1M 0.01% -2,087 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 6,792 shares; 2025Q1: 6,851 shares; 2025Q2: 7,980 shares; 2025Q3: 6,686 shares; 2025Q4: 7,437 shares 7,437 $1.09M 0.01% +751 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,162 shares; 2025Q1: 5,209 shares; 2025Q2: 5,069 shares; 2025Q3: 5,055 shares; 2025Q4: 2,787 shares 2,787 $1.09M 0.01% -2,268 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,719 shares; 2025Q1: 10,273 shares; 2025Q2: 10,400 shares; 2025Q3: 30,441 shares; 2025Q4: 21,174 shares 21,174 $1.09M 0.01% -9,267 Timeline IUSG 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: 5,550 shares; 2024Q4: 6,438 shares; 2025Q1: 6,399 shares; 2025Q2: 6,359 shares; 2025Q3: 6,509 shares; 2025Q4: 6,397 shares 6,397 $1.07M 0.01% -112 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,874 shares; 2025Q1: 2,836 shares; 2025Q2: 3,171 shares; 2025Q3: 4,702 shares; 2025Q4: 4,709 shares 4,709 $1.07M 0.01% +7 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,937 shares; 2025Q1: 4,885 shares; 2025Q2: 5,215 shares; 2025Q3: 5,208 shares; 2025Q4: 5,073 shares 5,073 $1.07M 0.01% -135 Timeline PYZ 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: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 9,925 shares; 2025Q3: 9,725 shares; 2025Q4: 9,725 shares 9,725 $1.07M 0.01% 0 Timeline ESGV 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: 3,879 shares; 2024Q4: 8,123 shares; 2025Q1: 7,442 shares; 2025Q2: 7,352 shares; 2025Q3: 7,282 shares; 2025Q4: 8,833 shares 8,833 $1.07M 0.01% +1,551 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,494 shares; 2024Q4: 24,125 shares; 2025Q1: 24,077 shares; 2025Q2: 23,120 shares; 2025Q3: 23,123 shares; 2025Q4: 23,362 shares 23,362 $1.06M 0.01% +239 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 5,239 shares; 2025Q1: 5,000 shares; 2025Q2: 4,679 shares; 2025Q3: 4,765 shares; 2025Q4: 4,838 shares 4,838 $1.06M 0.01% +73 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: 573 shares; 2024Q4: 862 shares; 2025Q1: 869 shares; 2025Q2: 1,065 shares; 2025Q3: 1,531 shares; 2025Q4: 1,568 shares 1,568 $1.06M 0.01% +37 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,582 shares; 2024Q4: 21,582 shares; 2025Q1: 21,337 shares; 2025Q2: 21,139 shares; 2025Q3: 21,049 shares; 2025Q4: 23,877 shares 23,877 $1.05M 0.01% +2,828 Timeline SSBI SUMMIT ST BK SANTA ROSA CALI More: the full row for SUMMIT ST BK SANTA ROSA CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,634 shares; 2024Q4: 91,634 shares; 2025Q1: 91,634 shares; 2025Q2: 91,634 shares; 2025Q3: 91,634 shares; 2025Q4: 90,634 shares 90,634 $1.05M 0.01% -1,000 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: 8,735 shares; 2024Q4: 10,107 shares; 2025Q1: 8,614 shares; 2025Q2: 9,762 shares; 2025Q3: 9,762 shares; 2025Q4: 10,033 shares 10,033 $1.05M 0.01% +271 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: 70,803 shares; 2024Q4: 46,299 shares; 2025Q1: 49,837 shares; 2025Q2: 51,449 shares; 2025Q3: 60,902 shares; 2025Q4: 26,822 shares 26,822 $1.05M 0.01% -34,080 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 3,876 shares; 2025Q1: 4,116 shares; 2025Q2: 5,059 shares; 2025Q3: 4,371 shares; 2025Q4: 4,316 shares 4,316 $1.05M 0.01% -55 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 686 shares; 2025Q2: 888 shares; 2025Q3: 3,124 shares; 2025Q4: 3,020 shares 3,020 $1.04M 0.01% -104 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,953 shares; 2025Q1: 22,062 shares; 2025Q2: 21,085 shares; 2025Q3: 21,419 shares; 2025Q4: 20,674 shares 20,674 $1.04M 0.01% -745 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,239 shares; 2025Q1: 26,939 shares; 2025Q2: 26,738 shares; 2025Q3: 20,438 shares; 2025Q4: 20,839 shares 20,839 $1.04M 0.01% +401 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,428 shares; 2025Q3: 141,356 shares; 2025Q4: 114,706 shares 114,706 $1.04M 0.01% -26,650 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,215 shares; 2024Q4: 9,877 shares; 2025Q1: 9,364 shares; 2025Q2: 8,069 shares; 2025Q3: 8,395 shares; 2025Q4: 10,063 shares 10,063 $1.03M 0.01% +1,668 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,331 shares; 2024Q4: 33,746 shares; 2025Q1: 11,118 shares; 2025Q2: 11,200 shares; 2025Q3: 11,029 shares; 2025Q4: 11,490 shares 11,490 $1.02M 0.01% +461 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: 20,984 shares 20,984 $1.02M 0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,125 shares; 2024Q4: 36,083 shares; 2025Q1: 36,125 shares; 2025Q2: 38,097 shares; 2025Q3: 23,074 shares; 2025Q4: 21,539 shares 21,539 $1.01M 0.01% -1,535 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: 693 shares; 2024Q4: 525 shares; 2025Q1: 576 shares; 2025Q2: 647 shares; 2025Q3: 759 shares; 2025Q4: 758 shares 758 $1.01M 0.01% -1 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,911 shares; 2024Q4: 38,185 shares; 2025Q1: 37,509 shares; 2025Q2: 37,596 shares; 2025Q3: 38,485 shares; 2025Q4: 42,254 shares 42,254 $1M 0.01% +3,769 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: not reported; 2024Q4: 3,514 shares; 2025Q1: 3,533 shares; 2025Q2: 3,505 shares; 2025Q3: 3,504 shares; 2025Q4: 3,320 shares 3,320 $997K 0.01% -184 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,362 shares; 2024Q4: 10,362 shares; 2025Q1: 10,362 shares; 2025Q2: 10,664 shares; 2025Q3: 11,212 shares; 2025Q4: 26,069 shares 26,069 $992K 0.01% +14,857 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: 18,508 shares; 2024Q4: 18,889 shares; 2025Q1: 18,073 shares; 2025Q2: 15,760 shares; 2025Q3: 15,023 shares; 2025Q4: 14,217 shares 14,217 $991K 0.01% -806 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,596 shares; 2024Q4: 12,000 shares; 2025Q1: 4,227 shares; 2025Q2: 4,240 shares; 2025Q3: 29,764 shares; 2025Q4: 23,973 shares 23,973 $991K 0.01% -5,791 Timeline BSCX 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: 93 shares; 2025Q4: 46,093 shares 46,093 $989K 0.01% +46,000 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 5,158 shares 5,158 $975K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 3,958 shares; 2025Q1: 4,978 shares; 2025Q2: 5,251 shares; 2025Q3: 5,426 shares; 2025Q4: 6,418 shares 6,418 $975K 0.01% +992 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327,285 shares; 2024Q4: 1,356,886 shares; 2025Q1: 1,385,050 shares; 2025Q2: 847,553 shares; 2025Q3: 98,492 shares; 2025Q4: 77,769 shares 77,769 $974K 0.01% -20,723 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,873 shares; 2025Q1: 4,165 shares; 2025Q2: 4,204 shares; 2025Q3: 5,043 shares; 2025Q4: 2,269 shares 2,269 $971K 0.01% -2,774 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,556 shares; 2025Q1: 7,516 shares; 2025Q2: 7,586 shares; 2025Q3: 7,561 shares; 2025Q4: 7,701 shares 7,701 $968K 0.01% +140 Timeline BILS 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: 479 shares; 2025Q1: 479 shares; 2025Q2: 10,224 shares; 2025Q3: 10,088 shares; 2025Q4: 9,733 shares 9,733 $966K 0.01% -355 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,140 shares; 2024Q4: 31,778 shares; 2025Q1: 6,857 shares; 2025Q2: 6,802 shares; 2025Q3: 6,657 shares; 2025Q4: 7,111 shares 7,111 $962K 0.01% +454 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: 5,399 shares; 2024Q4: 6,571 shares; 2025Q1: 6,506 shares; 2025Q2: 7,046 shares; 2025Q3: 7,510 shares; 2025Q4: 7,451 shares 7,451 $961K 0.01% -59 Timeline SSO 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: 8,155 shares; 2024Q4: 8,435 shares; 2025Q1: 8,435 shares; 2025Q2: 8,420 shares; 2025Q3: 8,305 shares; 2025Q4: 16,590 shares 16,590 $961K 0.01% +8,285 Timeline IAPR 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: 41,826 shares; 2024Q4: 41,207 shares; 2025Q1: 36,261 shares; 2025Q2: 36,099 shares; 2025Q3: 35,795 shares; 2025Q4: 30,966 shares 30,966 $955K 0.01% -4,829 Timeline JVAL 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: 20,250 shares; 2024Q4: 20,250 shares; 2025Q1: 20,250 shares; 2025Q2: 20,350 shares; 2025Q3: 19,350 shares; 2025Q4: 19,350 shares 19,350 $950K 0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,408 shares; 2025Q1: 24,439 shares; 2025Q2: 24,546 shares; 2025Q3: 46,035 shares; 2025Q4: 45,188 shares 45,188 $949K 0.01% -847 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,087 shares; 2024Q4: 19,680 shares; 2025Q1: 19,693 shares; 2025Q2: 19,705 shares; 2025Q3: 19,722 shares; 2025Q4: 20,189 shares 20,189 $942K 0.01% +467 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: 9,066 shares; 2024Q4: 9,386 shares; 2025Q1: 9,400 shares; 2025Q2: 9,893 shares; 2025Q3: 9,960 shares; 2025Q4: 11,408 shares 11,408 $941K 0.01% +1,448 Timeline IWL 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 5,501 shares; 2025Q3: 5,501 shares; 2025Q4: 5,501 shares 5,501 $939K 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: 3,556 shares; 2024Q4: 7,929 shares; 2025Q1: 6,900 shares; 2025Q2: 7,194 shares; 2025Q3: 7,744 shares; 2025Q4: 7,165 shares 7,165 $935K 0.01% -579 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,256 shares; 2025Q1: 17,026 shares; 2025Q2: 16,573 shares; 2025Q3: 19,563 shares; 2025Q4: 19,780 shares 19,780 $931K 0.01% +217 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 14,054 shares; 2025Q1: 13,794 shares; 2025Q2: 13,184 shares; 2025Q3: 12,934 shares; 2025Q4: 13,191 shares 13,191 $929K 0.01% +257 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,398 shares; 2024Q4: 56,700 shares; 2025Q1: 56,914 shares; 2025Q2: 57,924 shares; 2025Q3: 55,200 shares; 2025Q4: 54,267 shares 54,267 $928K 0.01% -933 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: 3,759 shares; 2024Q4: 3,127 shares; 2025Q1: 2,794 shares; 2025Q2: 2,933 shares; 2025Q3: 9,497 shares; 2025Q4: 9,388 shares 9,388 $928K 0.01% -109 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: 6,430 shares; 2024Q4: 6,956 shares; 2025Q1: 6,954 shares; 2025Q2: 7,035 shares; 2025Q3: 7,787 shares; 2025Q4: 9,222 shares 9,222 $921K 0.01% +1,435 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,385 shares; 2025Q3: 10,730 shares; 2025Q4: 11,705 shares 11,705 $920K 0.01% +975 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 4,305 shares; 2025Q1: 4,365 shares; 2025Q2: 3,575 shares; 2025Q3: 3,219 shares; 2025Q4: 3,336 shares 3,336 $919K 0.01% +117 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: 1,842 shares; 2024Q4: 4,415 shares; 2025Q1: 4,637 shares; 2025Q2: 4,624 shares; 2025Q3: 5,260 shares; 2025Q4: 7,464 shares 7,464 $918K 0.01% +2,204 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 4,179 shares; 2025Q1: 4,867 shares; 2025Q2: 6,091 shares; 2025Q3: 15,255 shares; 2025Q4: 15,103 shares 15,103 $912K 0.01% -152 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,746 shares; 2025Q1: 13,550 shares; 2025Q2: 13,902 shares; 2025Q3: 16,122 shares; 2025Q4: 18,620 shares 18,620 $908K 0.01% +2,498 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,724 shares; 2024Q4: 5,553 shares; 2025Q1: 5,693 shares; 2025Q2: 5,972 shares; 2025Q3: 6,919 shares; 2025Q4: 8,548 shares 8,548 $901K 0.01% +1,629 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: 11,826 shares; 2024Q4: 2,280 shares; 2025Q1: 13,708 shares; 2025Q2: 16,089 shares; 2025Q3: 16,984 shares; 2025Q4: 5,995 shares 5,995 $901K 0.01% -10,989 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: 8,146 shares; 2024Q4: 7,952 shares; 2025Q1: 8,610 shares; 2025Q2: 8,632 shares; 2025Q3: 8,205 shares; 2025Q4: 8,211 shares 8,211 $899K 0.01% +6 Timeline IXC 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: 19,632 shares; 2024Q4: 20,885 shares; 2025Q1: 20,579 shares; 2025Q2: 20,164 shares; 2025Q3: 21,432 shares; 2025Q4: 21,390 shares 21,390 $897K 0.01% -42 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,496 shares; 2024Q4: 40,758 shares; 2025Q1: 32,609 shares; 2025Q2: 29,379 shares; 2025Q3: 28,935 shares; 2025Q4: 28,735 shares 28,735 $890K 0.01% -200 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 6,808 shares; 2025Q1: 6,567 shares; 2025Q2: 6,694 shares; 2025Q3: 4,252 shares; 2025Q4: 4,378 shares 4,378 $890K 0.01% +126 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,045 shares; 2024Q4: 46,921 shares; 2025Q1: 45,306 shares; 2025Q2: 45,594 shares; 2025Q3: 44,763 shares; 2025Q4: 42,920 shares 42,920 $886K 0.01% -1,843 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: 6,982 shares; 2024Q4: 8,102 shares; 2025Q1: 8,994 shares; 2025Q2: 8,387 shares; 2025Q3: 8,093 shares; 2025Q4: 21,358 shares 21,358 $883K 0.01% +13,265 Timeline SLVP 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: 5,243 shares; 2025Q1: 5,243 shares; 2025Q2: 10,097 shares; 2025Q3: 13,868 shares; 2025Q4: 25,641 shares 25,641 $879K 0.01% +11,773 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: 25,495 shares; 2024Q4: 19,099 shares; 2025Q1: 10,949 shares; 2025Q2: 10,119 shares; 2025Q3: 13,167 shares; 2025Q4: 15,003 shares 15,003 $872K 0.01% +1,836 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 100 shares; 2025Q2: 140 shares; 2025Q3: 5,522 shares; 2025Q4: 5,400 shares 5,400 $865K 0.01% -122 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,174 shares; 2025Q1: 72,790 shares; 2025Q2: 8,788 shares; 2025Q3: 11,108 shares; 2025Q4: 17,294 shares 17,294 $865K 0.01% +6,186 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: 26,005 shares; 2024Q4: 26,688 shares; 2025Q1: 23,002 shares; 2025Q2: 23,650 shares; 2025Q3: 21,294 shares; 2025Q4: 29,985 shares 29,985 $864K <0.01% +8,691 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,556 shares; 2025Q1: 1,562 shares; 2025Q2: 4,759 shares; 2025Q3: 4,884 shares; 2025Q4: 5,008 shares 5,008 $863K <0.01% +124 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,342 shares; 2025Q1: 6,348 shares; 2025Q2: 6,381 shares; 2025Q3: 6,145 shares; 2025Q4: 6,193 shares 6,193 $860K <0.01% +48 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,152 shares; 2024Q4: 9,152 shares; 2025Q1: 9,152 shares; 2025Q2: 11,057 shares; 2025Q3: 11,057 shares; 2025Q4: 11,118 shares 11,118 $859K <0.01% +61 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,502 shares; 2025Q1: 15,442 shares; 2025Q2: 15,442 shares; 2025Q3: 15,112 shares; 2025Q4: 14,270 shares 14,270 $855K <0.01% -842 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: not reported; 2024Q4: 10,516 shares; 2025Q1: 10,163 shares; 2025Q2: 11,340 shares; 2025Q3: 10,965 shares; 2025Q4: 10,839 shares 10,839 $851K <0.01% -126 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: 6,319 shares; 2024Q4: 6,410 shares; 2025Q1: 6,442 shares; 2025Q2: 6,262 shares; 2025Q3: 7,196 shares; 2025Q4: 8,291 shares 8,291 $849K <0.01% +1,095 Timeline PJUN 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: 69,670 shares; 2024Q4: 64,389 shares; 2025Q1: 24,261 shares; 2025Q2: 55,251 shares; 2025Q3: 31,081 shares; 2025Q4: 20,243 shares 20,243 $848K <0.01% -10,838 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,648 shares; 2025Q1: 2,415 shares; 2025Q2: 2,595 shares; 2025Q3: 3,964 shares; 2025Q4: 3,903 shares 3,903 $847K <0.01% -61 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 82 shares; 2025Q3: 5,997 shares; 2025Q4: 5,999 shares 5,999 $839K <0.01% +2 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: not reported; 2024Q4: 8,642 shares; 2025Q1: 8,435 shares; 2025Q2: 7,701 shares; 2025Q3: 10,646 shares; 2025Q4: 10,395 shares 10,395 $838K <0.01% -251 Timeline ACWV 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: 5,358 shares; 2024Q4: 5,413 shares; 2025Q1: 5,043 shares; 2025Q2: 5,059 shares; 2025Q3: 5,764 shares; 2025Q4: 7,041 shares 7,041 $836K <0.01% +1,277 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,454 shares; 2024Q4: 28,417 shares; 2025Q1: 28,417 shares; 2025Q2: 29,097 shares; 2025Q3: 40,656 shares; 2025Q4: 40,373 shares 40,373 $835K <0.01% -283 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 15,291 shares; 2025Q1: 13,338 shares; 2025Q2: 13,694 shares; 2025Q3: 13,748 shares; 2025Q4: 13,733 shares 13,733 $829K <0.01% -15 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: 36,475 shares; 2025Q1: 99,317 shares; 2025Q2: 97,917 shares; 2025Q3: not reported; 2025Q4: 50,216 shares 50,216 $828K <0.01% new Timeline GFEB 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: 31,204 shares; 2024Q4: 33,118 shares; 2025Q1: 24,806 shares; 2025Q2: 24,658 shares; 2025Q3: 24,658 shares; 2025Q4: 19,925 shares 19,925 $827K <0.01% -4,733 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,376 shares; 2025Q1: 1,439 shares; 2025Q2: 1,465 shares; 2025Q3: 2,167 shares; 2025Q4: 2,171 shares 2,171 $825K <0.01% +4 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,512 shares; 2025Q1: 3,291 shares; 2025Q2: 2,778 shares; 2025Q3: 6,445 shares; 2025Q4: 6,505 shares 6,505 $819K <0.01% +60 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: not reported; 2024Q4: 880 shares; 2025Q1: 867 shares; 2025Q2: 901 shares; 2025Q3: 4,521 shares; 2025Q4: 3,813 shares 3,813 $814K <0.01% -708 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: 16 shares; 2025Q1: 18 shares; 2025Q2: 133 shares; 2025Q3: 4,960 shares; 2025Q4: 4,937 shares 4,937 $812K <0.01% -23 Timeline IXP 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: 6,960 shares; 2024Q4: 6,950 shares; 2025Q1: 6,880 shares; 2025Q2: 6,881 shares; 2025Q3: 6,779 shares; 2025Q4: 6,672 shares 6,672 $809K <0.01% -107 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 7,782 shares; 2025Q1: 5,446 shares; 2025Q2: 5,434 shares; 2025Q3: 4,947 shares; 2025Q4: 6,086 shares 6,086 $808K <0.01% +1,139 Timeline IXJ 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: 5,927 shares; 2024Q4: 9,805 shares; 2025Q1: 9,264 shares; 2025Q2: 7,907 shares; 2025Q3: 8,137 shares; 2025Q4: 8,279 shares 8,279 $806K <0.01% +142 Timeline WTV 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: not reported; 2025Q4: 8,642 shares 8,642 $806K <0.01% new Timeline VCR 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: 1,509 shares; 2025Q1: 1,665 shares; 2025Q2: 1,563 shares; 2025Q3: 1,733 shares; 2025Q4: 2,047 shares 2,047 $806K <0.01% +314 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,552 shares; 2025Q1: 41,585 shares; 2025Q2: 41,382 shares; 2025Q3: 39,840 shares; 2025Q4: 40,573 shares 40,573 $806K <0.01% +733 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,621 shares; 2025Q1: 4,530 shares; 2025Q2: 4,786 shares; 2025Q3: 3,922 shares; 2025Q4: 4,146 shares 4,146 $806K <0.01% +224 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 4,484 shares; 2025Q1: 4,391 shares; 2025Q2: 4,556 shares; 2025Q3: 4,493 shares; 2025Q4: 7,039 shares 7,039 $802K <0.01% +2,546 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: 1,395 shares; 2024Q4: 1,372 shares; 2025Q1: 1,361 shares; 2025Q2: 1,381 shares; 2025Q3: 1,363 shares; 2025Q4: 1,450 shares 1,450 $800K <0.01% +87 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,570 shares; 2025Q1: 5,655 shares; 2025Q2: 5,649 shares; 2025Q3: 5,662 shares; 2025Q4: 5,948 shares 5,948 $799K <0.01% +286 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: 22,370 shares; 2024Q4: 28,104 shares; 2025Q1: 27,100 shares; 2025Q2: 28,803 shares; 2025Q3: 39,392 shares; 2025Q4: 35,769 shares 35,769 $797K <0.01% -3,623 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,161 shares; 2025Q1: 57,641 shares; 2025Q2: 24,803 shares; 2025Q3: 20,687 shares; 2025Q4: 28,177 shares 28,177 $796K <0.01% +7,490 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: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 25,535 shares 25,535 $796K <0.01% +23,771 Timeline XSW 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: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 6,673 shares; 2025Q4: 4,248 shares 4,248 $795K <0.01% -2,425 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,475 shares; 2024Q4: 6,503 shares; 2025Q1: 6,503 shares; 2025Q2: 3,296 shares; 2025Q3: 3,266 shares; 2025Q4: 3,266 shares 3,266 $793K <0.01% 0 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: 9,853 shares; 2024Q4: 15,733 shares; 2025Q1: 15,733 shares; 2025Q2: 15,563 shares; 2025Q3: 16,563 shares; 2025Q4: 17,272 shares 17,272 $793K <0.01% +709 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,745 shares; 2025Q1: 7,925 shares; 2025Q2: 9,449 shares; 2025Q3: 9,182 shares; 2025Q4: 11,000 shares 11,000 $785K <0.01% +1,818 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 6,939 shares; 2025Q1: 6,730 shares; 2025Q2: 6,715 shares; 2025Q3: 6,716 shares; 2025Q4: 6,873 shares 6,873 $782K <0.01% +157 Timeline TFLO 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: 14,109 shares; 2025Q1: 9,638 shares; 2025Q2: 13,859 shares; 2025Q3: 13,534 shares; 2025Q4: 15,476 shares 15,476 $781K <0.01% +1,942 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,625 shares; 2024Q4: 9,994 shares; 2025Q1: 9,905 shares; 2025Q2: 13,986 shares; 2025Q3: 15,071 shares; 2025Q4: 15,662 shares 15,662 $781K <0.01% +591 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: 4,865 shares; 2024Q4: 4,914 shares; 2025Q1: 5,143 shares; 2025Q2: 5,401 shares; 2025Q3: 8,069 shares; 2025Q4: 8,083 shares 8,083 $775K <0.01% +14 Timeline VIS 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: 2,135 shares; 2025Q1: 2,285 shares; 2025Q2: 2,528 shares; 2025Q3: 2,519 shares; 2025Q4: 2,595 shares 2,595 $774K <0.01% +76 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,494 shares; 2024Q4: 43,458 shares; 2025Q1: 43,460 shares; 2025Q2: 44,049 shares; 2025Q3: 43,465 shares; 2025Q4: 43,467 shares 43,467 $773K <0.01% +2 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,056 shares; 2025Q1: 11,791 shares; 2025Q2: 12,405 shares; 2025Q3: 12,122 shares; 2025Q4: 11,523 shares 11,523 $772K <0.01% -599 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,526 shares; 2025Q1: 46,526 shares; 2025Q2: 46,526 shares; 2025Q3: 46,526 shares; 2025Q4: 46,526 shares 46,526 $768K <0.01% 0 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: not reported; 2024Q4: 11,653 shares; 2025Q1: 12,245 shares; 2025Q2: 12,254 shares; 2025Q3: 11,543 shares; 2025Q4: 21,898 shares 21,898 $767K <0.01% +10,355 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,543 shares; 2024Q4: 24,942 shares; 2025Q1: 24,942 shares; 2025Q2: 25,101 shares; 2025Q3: 24,975 shares; 2025Q4: 19,576 shares 19,576 $763K <0.01% -5,399 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,417 shares; 2024Q4: 18,362 shares; 2025Q1: 18,355 shares; 2025Q2: 17,759 shares; 2025Q3: 18,613 shares; 2025Q4: 18,226 shares 18,226 $761K <0.01% -387 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,154 shares; 2024Q4: 8,135 shares; 2025Q1: 8,126 shares; 2025Q2: 8,068 shares; 2025Q3: 7,914 shares; 2025Q4: 7,832 shares 7,832 $758K <0.01% -82 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: 1,683 shares; 2024Q4: 2,456 shares; 2025Q1: 2,451 shares; 2025Q2: 2,428 shares; 2025Q3: 3,363 shares; 2025Q4: 3,527 shares 3,527 $758K <0.01% +164 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,379 shares; 2025Q1: 1,454 shares; 2025Q2: 1,468 shares; 2025Q3: 1,429 shares; 2025Q4: 1,705 shares 1,705 $757K <0.01% +276 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,961 shares; 2024Q4: 11,109 shares; 2025Q1: 11,112 shares; 2025Q2: 11,277 shares; 2025Q3: 10,996 shares; 2025Q4: 11,061 shares 11,061 $757K <0.01% +65 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: 14,225 shares; 2024Q4: 15,887 shares; 2025Q1: 13,791 shares; 2025Q2: 11,794 shares; 2025Q3: 11,806 shares; 2025Q4: 12,388 shares 12,388 $752K <0.01% +582 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 952 shares; 2025Q1: 678 shares; 2025Q2: 1,350 shares; 2025Q3: 4,229 shares; 2025Q4: 4,410 shares 4,410 $752K <0.01% +181 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: 6,885 shares; 2025Q1: 7,085 shares; 2025Q2: 6,569 shares; 2025Q3: 7,338 shares; 2025Q4: 7,712 shares 7,712 $742K <0.01% +374 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: not reported; 2025Q2: 335 shares; 2025Q3: 336 shares; 2025Q4: 16,684 shares 16,684 $740K <0.01% +16,348 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 16,034 shares; 2025Q1: 16,036 shares; 2025Q2: 16,017 shares; 2025Q3: 15,981 shares; 2025Q4: 15,429 shares 15,429 $737K <0.01% -552 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 135 shares; 2025Q2: 371 shares; 2025Q3: 7,343 shares; 2025Q4: 7,148 shares 7,148 $734K <0.01% -195 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,562 shares; 2024Q4: 17,126 shares; 2025Q1: 16,784 shares; 2025Q2: 19,322 shares; 2025Q3: 15,496 shares; 2025Q4: 15,300 shares 15,300 $734K <0.01% -196 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,250 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 2,481 shares 2,481 $733K <0.01% +1,225 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,061 shares 20,061 $726K <0.01% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,636 shares; 2025Q4: 9,337 shares 9,337 $726K <0.01% +7,701 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: 1,372 shares; 2024Q4: 1,316 shares; 2025Q1: 1,314 shares; 2025Q2: 1,561 shares; 2025Q3: 1,373 shares; 2025Q4: 1,278 shares 1,278 $726K <0.01% -95 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: 3,703 shares; 2024Q4: 4,937 shares; 2025Q1: 4,960 shares; 2025Q2: 4,729 shares; 2025Q3: 4,765 shares; 2025Q4: 8,823 shares 8,823 $724K <0.01% +4,058 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,611 shares; 2024Q4: 38,567 shares; 2025Q1: 38,567 shares; 2025Q2: 38,663 shares; 2025Q3: 38,567 shares; 2025Q4: 39,070 shares 39,070 $721K <0.01% +503 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 16 shares; 2025Q2: 380 shares; 2025Q3: 10,929 shares; 2025Q4: 8,338 shares 8,338 $720K <0.01% -2,591 Timeline VPU 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: 2,449 shares; 2024Q4: 2,939 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 3,510 shares; 2025Q4: 3,848 shares 3,848 $712K <0.01% +338 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,527 shares; 2024Q4: 22,527 shares; 2025Q1: 22,527 shares; 2025Q2: 22,567 shares; 2025Q3: 22,527 shares; 2025Q4: 22,757 shares 22,757 $711K <0.01% +230 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: 4,509 shares; 2024Q4: 3,566 shares; 2025Q1: 3,044 shares; 2025Q2: 4,145 shares; 2025Q3: 8,025 shares; 2025Q4: 8,161 shares 8,161 $711K <0.01% +136 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,754 shares; 2025Q1: 3,451 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares 3,460 $709K <0.01% 0 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: 3,486 shares; 2024Q4: 3,598 shares; 2025Q1: 3,557 shares; 2025Q2: 4,441 shares; 2025Q3: 5,180 shares; 2025Q4: 4,753 shares 4,753 $708K <0.01% -427 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: 92 shares; 2025Q1: 55 shares; 2025Q2: 54 shares; 2025Q3: 63 shares; 2025Q4: 4,419 shares 4,419 $704K <0.01% +4,356 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: 5,053 shares; 2024Q4: 7,186 shares; 2025Q1: 8,405 shares; 2025Q2: 8,536 shares; 2025Q3: 8,067 shares; 2025Q4: 9,854 shares 9,854 $704K <0.01% +1,787 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,812 shares; 2024Q4: 7,812 shares; 2025Q1: 7,812 shares; 2025Q2: 7,816 shares; 2025Q3: 8,978 shares; 2025Q4: 9,185 shares 9,185 $702K <0.01% +207 Timeline AOM 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: 16,198 shares; 2025Q1: 16,106 shares; 2025Q2: 14,851 shares; 2025Q3: 14,782 shares; 2025Q4: 14,701 shares 14,701 $702K <0.01% -81 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: 8,145 shares; 2024Q4: 7,850 shares; 2025Q1: 7,678 shares; 2025Q2: 7,648 shares; 2025Q3: 7,657 shares; 2025Q4: 7,643 shares 7,643 $699K <0.01% -14 Timeline XSMO 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: not reported; 2025Q4: 9,658 shares 9,658 $695K <0.01% new Timeline PAMT PAMT CORP More: the full row for PAMT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,470 shares; 2025Q1: 57,470 shares; 2025Q2: 57,470 shares; 2025Q3: 57,470 shares; 2025Q4: 57,470 shares 57,470 $694K <0.01% 0 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 5,729 shares; 2025Q2: 5,586 shares; 2025Q3: 1,036 shares; 2025Q4: 17,668 shares 17,668 $694K <0.01% +16,632 Timeline PJUL 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: 122,806 shares; 2024Q4: 35,716 shares; 2025Q1: 29,300 shares; 2025Q2: 15,964 shares; 2025Q3: 52,354 shares; 2025Q4: 14,914 shares 14,914 $692K <0.01% -37,440 Timeline CSM 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: 8,670 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,670 shares; 2025Q3: 8,670 shares; 2025Q4: 8,670 shares 8,670 $691K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 2,372 shares; 2025Q2: 2,510 shares; 2025Q3: 3,544 shares; 2025Q4: 3,326 shares 3,326 $686K <0.01% -218 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: 5,771 shares; 2024Q4: 5,187 shares; 2025Q1: 5,217 shares; 2025Q2: 5,420 shares; 2025Q3: 4,953 shares; 2025Q4: 5,022 shares 5,022 $683K <0.01% +69 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,343 shares 10,343 $678K <0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,503 shares; 2024Q4: 65,059 shares; 2025Q1: 66,039 shares; 2025Q2: 67,245 shares; 2025Q3: 68,758 shares; 2025Q4: 62,970 shares 62,970 $675K <0.01% -5,788 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 49,537 shares; 2025Q2: 56,519 shares; 2025Q3: 63,208 shares; 2025Q4: 40,502 shares 40,502 $674K <0.01% -22,706 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,570 shares; 2024Q4: 23,355 shares; 2025Q1: 22,424 shares; 2025Q2: 22,921 shares; 2025Q3: 23,475 shares; 2025Q4: 24,771 shares 24,771 $674K <0.01% +1,296 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,839 shares; 2024Q4: 36,652 shares; 2025Q1: 36,488 shares; 2025Q2: 32,019 shares; 2025Q3: 38,160 shares; 2025Q4: 28,764 shares 28,764 $673K <0.01% -9,396 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,352 shares; 2025Q2: 2,403 shares; 2025Q3: 2,352 shares; 2025Q4: 25,297 shares 25,297 $669K <0.01% +22,945 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: not reported; 2024Q4: 2,548 shares; 2025Q1: 2,554 shares; 2025Q2: 3,111 shares; 2025Q3: 3,074 shares; 2025Q4: 3,066 shares 3,066 $665K <0.01% -8 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 391 shares; 2025Q3: 3,331 shares; 2025Q4: 4,584 shares 4,584 $661K <0.01% +1,253 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: 13,068 shares; 2024Q4: 13,588 shares; 2025Q1: 14,940 shares; 2025Q2: 11,400 shares; 2025Q3: 11,902 shares; 2025Q4: 16,050 shares 16,050 $660K <0.01% +4,148 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,552 shares; 2025Q1: 56,959 shares; 2025Q2: 58,659 shares; 2025Q3: 53,193 shares; 2025Q4: 54,463 shares 54,463 $655K <0.01% +1,270 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,819 shares; 2024Q4: 20,587 shares; 2025Q1: 20,587 shares; 2025Q2: 18,939 shares; 2025Q3: 18,312 shares; 2025Q4: 18,161 shares 18,161 $654K <0.01% -151 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 14,000 shares; 2025Q1: 9,209 shares; 2025Q2: 9,784 shares; 2025Q3: 10,893 shares; 2025Q4: 10,144 shares 10,144 $653K <0.01% -749 Timeline QDF 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: not reported; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 2,197 shares; 2025Q3: 2,197 shares; 2025Q4: 8,071 shares 8,071 $652K <0.01% +5,874 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 198 shares; 2025Q2: 298 shares; 2025Q3: 1,937 shares; 2025Q4: 2,247 shares 2,247 $649K <0.01% +310 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,974 shares; 2025Q1: 3,394 shares; 2025Q2: 2,798 shares; 2025Q3: 6,330 shares; 2025Q4: 6,480 shares 6,480 $645K <0.01% +150 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,933 shares; 2025Q1: 24,391 shares; 2025Q2: 24,802 shares; 2025Q3: 24,868 shares; 2025Q4: 24,944 shares 24,944 $643K <0.01% +76 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: 1,874 shares; 2024Q4: 1,864 shares; 2025Q1: 1,805 shares; 2025Q2: 1,922 shares; 2025Q3: 2,701 shares; 2025Q4: 2,659 shares 2,659 $640K <0.01% -42 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: 14,093 shares; 2024Q4: 11,969 shares; 2025Q1: 17,244 shares; 2025Q2: 11,800 shares; 2025Q3: 11,347 shares; 2025Q4: 12,581 shares 12,581 $639K <0.01% +1,234 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: 1,857 shares; 2024Q4: 2,210 shares; 2025Q1: 2,474 shares; 2025Q2: 2,718 shares; 2025Q3: 2,954 shares; 2025Q4: 2,808 shares 2,808 $635K <0.01% -146 Timeline USIG 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: 8,957 shares; 2025Q1: 8,907 shares; 2025Q2: 9,256 shares; 2025Q3: 9,147 shares; 2025Q4: 12,197 shares 12,197 $631K <0.01% +3,050 Timeline IDHQ 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: 42,685 shares; 2024Q4: 26,086 shares; 2025Q1: 20,598 shares; 2025Q2: 18,203 shares; 2025Q3: 17,996 shares; 2025Q4: 17,921 shares 17,921 $630K <0.01% -75 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 619 shares; 2025Q1: 1,074 shares; 2025Q2: 2,164 shares; 2025Q3: 6,495 shares; 2025Q4: 5,558 shares 5,558 $629K <0.01% -937 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,181 shares; 2025Q1: 5,196 shares; 2025Q2: 5,232 shares; 2025Q3: 11,509 shares; 2025Q4: 17,109 shares 17,109 $626K <0.01% +5,600 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: 5,609 shares; 2024Q4: 5,363 shares; 2025Q1: 4,848 shares; 2025Q2: 4,787 shares; 2025Q3: 4,744 shares; 2025Q4: 4,467 shares 4,467 $622K <0.01% -277 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,356 shares; 2025Q1: 5,836 shares; 2025Q2: 5,656 shares; 2025Q3: 4,622 shares; 2025Q4: 4,323 shares 4,323 $620K <0.01% -299 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: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,470 shares; 2025Q2: 2,676 shares; 2025Q3: 3,053 shares; 2025Q4: 3,052 shares 3,052 $619K <0.01% -1 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: 2,164 shares; 2024Q4: 1,380 shares; 2025Q1: 1,631 shares; 2025Q2: 2,010 shares; 2025Q3: 1,953 shares; 2025Q4: 2,140 shares 2,140 $615K <0.01% +187 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: 57 shares; 2025Q1: 816 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 8,199 shares 8,199 $614K <0.01% +7,232 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,127 shares; 2025Q1: 7,127 shares; 2025Q2: 7,430 shares; 2025Q3: 7,457 shares; 2025Q4: 9,095 shares 9,095 $611K <0.01% +1,638 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,984 shares; 2025Q1: 7,984 shares; 2025Q2: 8,509 shares; 2025Q3: 35,630 shares; 2025Q4: 36,367 shares 36,367 $609K <0.01% +737 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,662 shares; 2025Q1: 6,254 shares; 2025Q2: 5,936 shares; 2025Q3: 21,846 shares; 2025Q4: 22,977 shares 22,977 $609K <0.01% +1,131 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,929 shares; 2025Q1: 3,697 shares; 2025Q2: 3,697 shares; 2025Q3: 3,697 shares; 2025Q4: 3,697 shares 3,697 $609K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,001 shares; 2025Q1: 4,984 shares; 2025Q2: 3,842 shares; 2025Q3: 4,315 shares; 2025Q4: 4,291 shares 4,291 $607K <0.01% -24 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: not reported; 2024Q4: 626 shares; 2025Q1: 582 shares; 2025Q2: 776 shares; 2025Q3: 690 shares; 2025Q4: 3,447 shares 3,447 $607K <0.01% +2,757 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 477 shares; 2025Q1: 474 shares; 2025Q2: 589 shares; 2025Q3: 3,043 shares; 2025Q4: 1,788 shares 1,788 $602K <0.01% -1,255 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,790 shares; 2025Q3: 4,542 shares; 2025Q4: 4,640 shares 4,640 $602K <0.01% +98 Timeline DMXF 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: 4,320 shares; 2025Q1: 4,392 shares; 2025Q2: 4,761 shares; 2025Q3: 7,726 shares; 2025Q4: 7,967 shares 7,967 $599K <0.01% +241 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: 9,017 shares; 2024Q4: 8,697 shares; 2025Q1: 8,592 shares; 2025Q2: 8,099 shares; 2025Q3: 7,817 shares; 2025Q4: 9,633 shares 9,633 $599K <0.01% +1,816 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,543 shares; 2024Q4: 6,689 shares; 2025Q1: 5,832 shares; 2025Q2: 5,796 shares; 2025Q3: 6,121 shares; 2025Q4: 5,793 shares 5,793 $594K <0.01% -328 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 5,146 shares; 2025Q1: 4,593 shares; 2025Q2: 4,471 shares; 2025Q3: 4,478 shares; 2025Q4: 7,412 shares 7,412 $592K <0.01% +2,934 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 2,873 shares; 2025Q1: 2,878 shares; 2025Q2: 2,540 shares; 2025Q3: 3,598 shares; 2025Q4: 3,391 shares 3,391 $588K <0.01% -207 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,729 shares; 2025Q1: 10,895 shares; 2025Q2: 11,112 shares; 2025Q3: 7,978 shares; 2025Q4: 7,325 shares 7,325 $580K <0.01% -653 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: 11,253 shares; 2024Q4: 13,020 shares; 2025Q1: 12,934 shares; 2025Q2: 11,915 shares; 2025Q3: 13,010 shares; 2025Q4: 14,414 shares 14,414 $579K <0.01% +1,404 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,696 shares; 2024Q4: 9,659 shares; 2025Q1: 9,692 shares; 2025Q2: 9,665 shares; 2025Q3: 9,663 shares; 2025Q4: 9,567 shares 9,567 $577K <0.01% -96 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: 736 shares; 2025Q2: 939 shares; 2025Q3: 2,842 shares; 2025Q4: 2,811 shares 2,811 $574K <0.01% -31 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 425 shares; 2025Q3: 1,361 shares; 2025Q4: 1,268 shares 1,268 $569K <0.01% -93 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,928 shares 6,928 $566K <0.01% new Timeline IOO 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: 3,957 shares; 2025Q1: 4,181 shares; 2025Q2: 4,181 shares; 2025Q3: 3,957 shares; 2025Q4: 4,461 shares 4,461 $565K <0.01% +504 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,759 shares; 2024Q4: 12,577 shares; 2025Q1: 13,990 shares; 2025Q2: 12,049 shares; 2025Q3: 12,325 shares; 2025Q4: 12,007 shares 12,007 $565K <0.01% -318 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,292 shares; 2024Q4: 34,572 shares; 2025Q1: 35,706 shares; 2025Q2: 37,235 shares; 2025Q3: 39,599 shares; 2025Q4: 32,687 shares 32,687 $564K <0.01% -6,912 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: 22,845 shares; 2024Q4: 13,314 shares; 2025Q1: 13,314 shares; 2025Q2: 16,158 shares; 2025Q3: 15,557 shares; 2025Q4: 14,097 shares 14,097 $564K <0.01% -1,460 Timeline MOO 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: 7,958 shares; 2024Q4: 7,683 shares; 2025Q1: 7,683 shares; 2025Q2: 7,833 shares; 2025Q3: 7,722 shares; 2025Q4: 7,722 shares 7,722 $562K <0.01% 0 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: 5,740 shares; 2024Q4: 7,478 shares; 2025Q1: 8,443 shares; 2025Q2: 7,212 shares; 2025Q3: 12,444 shares; 2025Q4: 12,444 shares 12,444 $560K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,275 shares; 2025Q1: 2,053 shares; 2025Q2: 1,966 shares; 2025Q3: 2,147 shares; 2025Q4: 2,305 shares 2,305 $556K <0.01% +158 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: 3,592 shares; 2024Q4: 3,833 shares; 2025Q1: 3,780 shares; 2025Q2: 3,898 shares; 2025Q3: 3,835 shares; 2025Q4: 3,908 shares 3,908 $556K <0.01% +73 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,731 shares; 2025Q1: 2,716 shares; 2025Q2: 2,862 shares; 2025Q3: 2,889 shares; 2025Q4: 3,193 shares 3,193 $552K <0.01% +304 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 6,300 shares; 2025Q1: 6,270 shares; 2025Q2: 7,140 shares; 2025Q3: 7,047 shares; 2025Q4: 6,882 shares 6,882 $548K <0.01% -165 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: 37,091 shares; 2024Q4: 39,656 shares; 2025Q1: 35,621 shares; 2025Q2: 15,142 shares; 2025Q3: 15,374 shares; 2025Q4: 20,681 shares 20,681 $545K <0.01% +5,307 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,078 shares; 2024Q4: 8,124 shares; 2025Q1: 7,582 shares; 2025Q2: 8,072 shares; 2025Q3: 12,389 shares; 2025Q4: 12,073 shares 12,073 $544K <0.01% -316 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: not reported; 2024Q4: 1,157 shares; 2025Q1: 1,237 shares; 2025Q2: 1,211 shares; 2025Q3: 5,091 shares; 2025Q4: 5,074 shares 5,074 $543K <0.01% -17 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: 1,887 shares; 2024Q4: 1,951 shares; 2025Q1: 1,890 shares; 2025Q2: 1,747 shares; 2025Q3: 1,620 shares; 2025Q4: 1,943 shares 1,943 $542K <0.01% +323 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,533 shares; 2025Q1: 13,933 shares; 2025Q2: 13,421 shares; 2025Q3: 12,062 shares; 2025Q4: 10,587 shares 10,587 $541K <0.01% -1,475 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: 4,093 shares; 2024Q4: 4,083 shares; 2025Q1: 4,083 shares; 2025Q2: 4,068 shares; 2025Q3: 4,103 shares; 2025Q4: 4,110 shares 4,110 $535K <0.01% +7 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC 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: 2,139 shares; 2025Q2: 2,206 shares; 2025Q3: 2,088 shares; 2025Q4: 2,025 shares 2,025 $530K <0.01% -63 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 9,188 shares; 2025Q1: 9,085 shares; 2025Q2: 9,348 shares; 2025Q3: 11,791 shares; 2025Q4: 11,930 shares 11,930 $527K <0.01% +139 Timeline SHM 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: 71,767 shares; 2025Q1: 73,451 shares; 2025Q2: 10,646 shares; 2025Q3: 10,424 shares; 2025Q4: 10,966 shares 10,966 $526K <0.01% +542 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: 3,894 shares; 2024Q4: 3,920 shares; 2025Q1: 3,803 shares; 2025Q2: 3,797 shares; 2025Q3: 3,791 shares; 2025Q4: 3,971 shares 3,971 $526K <0.01% +180 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 6,207 shares; 2025Q1: 5,053 shares; 2025Q2: 5,563 shares; 2025Q3: 9,555 shares; 2025Q4: 8,997 shares 8,997 $525K <0.01% -558 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,789 shares; 2025Q1: 4,005 shares; 2025Q2: 4,196 shares; 2025Q3: 3,841 shares; 2025Q4: 3,843 shares 3,843 $525K <0.01% +2 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 18,421 shares 18,421 $522K <0.01% +18,221 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: 6,330 shares; 2024Q4: 5,625 shares; 2025Q1: 5,523 shares; 2025Q2: 5,738 shares; 2025Q3: 5,516 shares; 2025Q4: 5,215 shares 5,215 $520K <0.01% -301 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,242 shares; 2025Q1: 18,360 shares; 2025Q2: 18,544 shares; 2025Q3: 18,728 shares; 2025Q4: 23,182 shares 23,182 $518K <0.01% +4,454 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,277 shares; 2025Q1: 7,617 shares; 2025Q2: 8,783 shares; 2025Q3: 8,263 shares; 2025Q4: 8,066 shares 8,066 $517K <0.01% -197 Timeline AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS More: the full row for AVADEL PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,533 shares; 2024Q4: 100,590 shares; 2025Q1: 26,023 shares; 2025Q2: 24,177 shares; 2025Q3: 24,122 shares; 2025Q4: 23,968 shares 23,968 $517K <0.01% -154 TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 614 shares; 2025Q3: 598 shares; 2025Q4: 1,797 shares 1,797 $516K <0.01% +1,199 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 4,473 shares; 2025Q1: 4,416 shares; 2025Q2: 4,775 shares; 2025Q3: 4,286 shares; 2025Q4: 3,989 shares 3,989 $514K <0.01% -297 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 2,644 shares; 2025Q1: 3,081 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 2,844 shares 2,844 $513K <0.01% +14 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,499 shares; 2024Q4: 7,069 shares; 2025Q1: 6,848 shares; 2025Q2: 7,366 shares; 2025Q3: 8,377 shares; 2025Q4: 6,930 shares 6,930 $510K <0.01% -1,447 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,218 shares; 2024Q4: 23,246 shares; 2025Q1: 26,699 shares; 2025Q2: 18,146 shares; 2025Q3: 16,244 shares; 2025Q4: 7,329 shares 7,329 $510K <0.01% -8,915 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4,564 shares; 2025Q4: 4,560 shares 4,560 $509K <0.01% -4 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 975 shares; 2025Q1: 967 shares; 2025Q2: 1,173 shares; 2025Q3: 3,444 shares; 2025Q4: 2,278 shares 2,278 $508K <0.01% -1,166 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,539 shares; 2025Q4: 19,512 shares 19,512 $508K <0.01% +17,973 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,429 shares; 2025Q4: 6,695 shares 6,695 $507K <0.01% -1,734 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 4,694 shares; 2025Q1: 4,702 shares; 2025Q2: 15,418 shares; 2025Q3: 15,576 shares; 2025Q4: 17,419 shares 17,419 $506K <0.01% +1,843 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: not reported; 2024Q4: 138 shares; 2025Q1: 107 shares; 2025Q2: 124 shares; 2025Q3: 113 shares; 2025Q4: 989 shares 989 $505K <0.01% +876 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: not reported; 2024Q4: 2,669 shares; 2025Q1: 2,372 shares; 2025Q2: 2,692 shares; 2025Q3: 2,495 shares; 2025Q4: 9,283 shares 9,283 $503K <0.01% +6,788 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: 11,399 shares; 2025Q1: 11,237 shares; 2025Q2: 11,319 shares; 2025Q3: 11,699 shares; 2025Q4: 12,287 shares 12,287 $503K <0.01% +588 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,161 shares; 2025Q1: 2,020 shares; 2025Q2: 2,056 shares; 2025Q3: 2,133 shares; 2025Q4: 2,180 shares 2,180 $499K <0.01% +47 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 730 shares; 2025Q1: 700 shares; 2025Q2: 761 shares; 2025Q3: 628 shares; 2025Q4: 1,529 shares 1,529 $495K <0.01% +901 Timeline IYK 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: 7,161 shares; 2024Q4: 7,211 shares; 2025Q1: 7,237 shares; 2025Q2: 7,274 shares; 2025Q3: 7,316 shares; 2025Q4: 7,383 shares 7,383 $494K <0.01% +67 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,126 shares; 2024Q4: 39,332 shares; 2025Q1: 2,887 shares; 2025Q2: 4,594 shares; 2025Q3: 4,442 shares; 2025Q4: 2,397 shares 2,397 $491K <0.01% -2,045 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: 816 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 5,644 shares; 2025Q4: 5,647 shares 5,647 $491K <0.01% +3 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,498 shares; 2024Q4: 28,739 shares; 2025Q1: 28,666 shares; 2025Q2: 36,549 shares; 2025Q3: 27,454 shares; 2025Q4: 27,454 shares 27,454 $489K <0.01% 0 Timeline SAH SONIC AUTOMOTIVE INC More: the full row for SONIC AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,856 shares; 2024Q4: 7,856 shares; 2025Q1: 7,856 shares; 2025Q2: 7,856 shares; 2025Q3: 7,856 shares; 2025Q4: 7,856 shares 7,856 $486K <0.01% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 253 shares; 2025Q3: 10,855 shares; 2025Q4: 10,140 shares 10,140 $482K <0.01% -715 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,990 shares; 2025Q1: 1,970 shares; 2025Q2: 2,106 shares; 2025Q3: 1,970 shares; 2025Q4: 2,159 shares 2,159 $480K <0.01% +189 Timeline IOCT 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: 2,336 shares; 2025Q1: 14,754 shares; 2025Q2: 14,754 shares; 2025Q3: 13,748 shares; 2025Q4: 13,748 shares 13,748 $479K <0.01% 0 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,202 shares; 2025Q3: 3,200 shares; 2025Q4: 3,215 shares 3,215 $477K <0.01% +15 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,665 shares; 2025Q1: 3,644 shares; 2025Q2: 3,900 shares; 2025Q3: 3,721 shares; 2025Q4: 4,149 shares 4,149 $476K <0.01% +428 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: not reported; 2024Q4: 12,522 shares; 2025Q1: 11,522 shares; 2025Q2: 10,422 shares; 2025Q3: 10,322 shares; 2025Q4: 10,222 shares 10,222 $475K <0.01% -100 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,334 shares; 2024Q4: 19,728 shares; 2025Q1: 19,728 shares; 2025Q2: 19,838 shares; 2025Q3: 19,728 shares; 2025Q4: 19,819 shares 19,819 $475K <0.01% +91 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: 7,345 shares; 2024Q4: 4,413 shares; 2025Q1: 4,342 shares; 2025Q2: 4,757 shares; 2025Q3: 4,780 shares; 2025Q4: 5,651 shares 5,651 $474K <0.01% +871 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 17,464 shares; 2025Q1: 17,252 shares; 2025Q2: 17,647 shares; 2025Q3: 18,487 shares; 2025Q4: 12,925 shares 12,925 $473K <0.01% -5,562 Timeline CVM CEL-SCI CORP More: the full row for CEL-SCI 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: 64,933 shares; 2025Q3: 76,861 shares; 2025Q4: 89,723 shares 89,723 $472K <0.01% +12,862 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,365 shares; 2024Q4: 12,488 shares; 2025Q1: 13,229 shares; 2025Q2: 12,619 shares; 2025Q3: 12,391 shares; 2025Q4: 12,240 shares 12,240 $471K <0.01% -151 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,570 shares; 2024Q4: 31,014 shares; 2025Q1: 31,077 shares; 2025Q2: 31,121 shares; 2025Q3: 33,871 shares; 2025Q4: 35,654 shares 35,654 $471K <0.01% +1,783 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,303 shares; 2024Q4: 17,097 shares; 2025Q1: 17,096 shares; 2025Q2: 19,063 shares; 2025Q3: 24,190 shares; 2025Q4: 23,258 shares 23,258 $471K <0.01% -932 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,029 shares; 2024Q4: 24,201 shares; 2025Q1: 10,889 shares; 2025Q2: 15,178 shares; 2025Q3: 15,178 shares; 2025Q4: 11,845 shares 11,845 $469K <0.01% -3,333 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 6,580 shares; 2025Q1: 6,645 shares; 2025Q2: 23,821 shares; 2025Q3: 23,632 shares; 2025Q4: 7,034 shares 7,034 $467K <0.01% -16,598 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: 2,558 shares; 2024Q4: 2,378 shares; 2025Q1: 2,398 shares; 2025Q2: 3,385 shares; 2025Q3: 3,305 shares; 2025Q4: 3,391 shares 3,391 $467K <0.01% +86 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: 1,205 shares; 2025Q2: 80 shares; 2025Q3: 3,878 shares; 2025Q4: 10,185 shares 10,185 $467K <0.01% +6,307 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 4,414 shares; 2025Q1: 2,872 shares; 2025Q2: 2,343 shares; 2025Q3: 2,107 shares; 2025Q4: 2,025 shares 2,025 $466K <0.01% -82 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: 7,876 shares; 2024Q4: 7,320 shares; 2025Q1: 4,042 shares; 2025Q2: 7,204 shares; 2025Q3: 14,161 shares; 2025Q4: 16,543 shares 16,543 $465K <0.01% +2,382 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,878 shares; 2024Q4: 13,559 shares; 2025Q1: 13,587 shares; 2025Q2: 14,137 shares; 2025Q3: 11,628 shares; 2025Q4: 12,097 shares 12,097 $464K <0.01% +469 Timeline ATMP 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: 16,110 shares; 2024Q4: 16,110 shares; 2025Q1: 16,110 shares; 2025Q2: 16,110 shares; 2025Q3: 16,110 shares; 2025Q4: 16,110 shares 16,110 $463K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,030 shares; 2025Q1: 6,884 shares; 2025Q2: 39,310 shares; 2025Q3: 8,197 shares; 2025Q4: 8,267 shares 8,267 $461K <0.01% +70 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: 6,344 shares; 2025Q1: 67,510 shares; 2025Q2: 61,112 shares; 2025Q3: 12,932 shares; 2025Q4: 10,769 shares 10,769 $461K <0.01% -2,163 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159 shares; 2025Q1: 160 shares; 2025Q2: 234 shares; 2025Q3: 6,972 shares; 2025Q4: 6,812 shares 6,812 $456K <0.01% -160 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,236 shares; 2025Q1: 18,081 shares; 2025Q2: 14,092 shares; 2025Q3: 13,355 shares; 2025Q4: 12,726 shares 12,726 $455K <0.01% -629 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,626 shares; 2025Q1: 1,762 shares; 2025Q2: 2,778 shares; 2025Q3: 2,202 shares; 2025Q4: 2,115 shares 2,115 $453K <0.01% -87 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: 5,723 shares; 2024Q4: 7,352 shares; 2025Q1: 7,700 shares; 2025Q2: 7,769 shares; 2025Q3: 8,079 shares; 2025Q4: 7,687 shares 7,687 $451K <0.01% -392 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: 4,385 shares; 2024Q4: 4,096 shares; 2025Q1: 2,614 shares; 2025Q2: 2,073 shares; 2025Q3: 1,962 shares; 2025Q4: 1,672 shares 1,672 $450K <0.01% -290 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: 2,580 shares; 2024Q4: 2,541 shares; 2025Q1: 2,536 shares; 2025Q2: 2,562 shares; 2025Q3: 2,608 shares; 2025Q4: 2,778 shares 2,778 $447K <0.01% +170 Timeline UTES 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,236 shares; 2025Q4: 5,642 shares 5,642 $445K <0.01% +1,406 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,415 shares; 2025Q1: 12,300 shares; 2025Q2: 11,151 shares; 2025Q3: 12,022 shares; 2025Q4: 11,888 shares 11,888 $445K <0.01% -134 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: 297 shares; 2025Q1: 294 shares; 2025Q2: 651 shares; 2025Q3: 5,978 shares; 2025Q4: 5,963 shares 5,963 $444K <0.01% -15 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 4,626 shares; 2025Q1: 4,506 shares; 2025Q2: 4,850 shares; 2025Q3: 5,751 shares; 2025Q4: 5,574 shares 5,574 $442K <0.01% -177 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 829 shares; 2025Q1: 255 shares; 2025Q2: 247 shares; 2025Q3: 238 shares; 2025Q4: 3,217 shares 3,217 $439K <0.01% +2,979 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 9,803 shares; 2025Q1: 9,803 shares; 2025Q2: 9,803 shares; 2025Q3: 9,803 shares; 2025Q4: 9,803 shares 9,803 $438K <0.01% 0 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: 1,388 shares; 2024Q4: 1,492 shares; 2025Q1: 2,068 shares; 2025Q2: 2,127 shares; 2025Q3: 1,497 shares; 2025Q4: 1,537 shares 1,537 $437K <0.01% +40 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 4,544 shares; 2025Q1: 4,491 shares; 2025Q2: 3,976 shares; 2025Q3: 4,765 shares; 2025Q4: 5,002 shares 5,002 $436K <0.01% +237 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: 1,170 shares; 2025Q1: 5,111 shares; 2025Q2: 6,643 shares; 2025Q3: 14,902 shares; 2025Q4: 19,417 shares 19,417 $436K <0.01% +4,515 Timeline XJR 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: 3,846 shares; 2025Q1: 5,205 shares; 2025Q2: 6,485 shares; 2025Q3: 6,434 shares; 2025Q4: 10,224 shares 10,224 $435K <0.01% +3,790 Timeline CBK COMMERCIAL BANCGROUP INC More: the full row for COMMERCIAL BANCGROUP 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: 17,687 shares 17,687 $434K <0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 803 shares; 2025Q1: 4,202 shares; 2025Q2: 4,182 shares; 2025Q3: 4,574 shares; 2025Q4: 4,805 shares 4,805 $434K <0.01% +231 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 3,371 shares; 2025Q1: 3,336 shares; 2025Q2: 3,498 shares; 2025Q3: 3,577 shares; 2025Q4: 3,930 shares 3,930 $433K <0.01% +353 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 5,763 shares; 2025Q1: 5,469 shares; 2025Q2: 5,263 shares; 2025Q3: 8,996 shares; 2025Q4: 9,001 shares 9,001 $431K <0.01% +5 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 2,775 shares; 2025Q3: 11,939 shares; 2025Q4: 11,898 shares 11,898 $430K <0.01% -41 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,268 shares; 2025Q3: 3,859 shares; 2025Q4: 3,832 shares 3,832 $428K <0.01% -27 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,059 shares; 2025Q1: 1,061 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,060 shares 1,060 $426K <0.01% -11 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: 15,141 shares; 2024Q4: 17,176 shares; 2025Q1: 16,631 shares; 2025Q2: 16,768 shares; 2025Q3: 17,739 shares; 2025Q4: 17,736 shares 17,736 $426K <0.01% -3 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 11,458 shares; 2025Q1: 9,040 shares; 2025Q2: 10,078 shares; 2025Q3: 8,882 shares; 2025Q4: 8,791 shares 8,791 $426K <0.01% -91 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 3,042 shares; 2025Q1: 3,030 shares; 2025Q2: 3,399 shares; 2025Q3: 3,079 shares; 2025Q4: 3,079 shares 3,079 $424K <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: 38 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $423K <0.01% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 4,179 shares; 2025Q1: 2,145 shares; 2025Q2: 2,227 shares; 2025Q3: 5,996 shares; 2025Q4: 9,513 shares 9,513 $421K <0.01% +3,517 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,513 shares; 2024Q4: 11,534 shares; 2025Q1: 11,556 shares; 2025Q2: 11,583 shares; 2025Q3: 11,597 shares; 2025Q4: 11,627 shares 11,627 $421K <0.01% +30 Timeline SPBU 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: 14,923 shares; 2025Q4: 14,923 shares 14,923 $420K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,676 shares; 2024Q4: 17,579 shares; 2025Q1: 17,496 shares; 2025Q2: 17,308 shares; 2025Q3: 17,985 shares; 2025Q4: 15,979 shares 15,979 $420K <0.01% -2,006 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,625 shares; 2024Q4: 11,625 shares; 2025Q1: 11,625 shares; 2025Q2: 11,645 shares; 2025Q3: 11,625 shares; 2025Q4: 11,625 shares 11,625 $419K <0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,397 shares; 2025Q1: 5,397 shares; 2025Q2: 5,397 shares; 2025Q3: 5,397 shares; 2025Q4: 16,836 shares 16,836 $417K <0.01% +11,439 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: 4,781 shares; 2024Q4: 4,628 shares; 2025Q1: 4,613 shares; 2025Q2: 4,552 shares; 2025Q3: 4,453 shares; 2025Q4: 4,053 shares 4,053 $417K <0.01% -400 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,071 shares 1,071 $417K <0.01% +1 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,730 shares; 2025Q1: 1,726 shares; 2025Q2: 1,757 shares; 2025Q3: 1,364 shares; 2025Q4: 987 shares 987 $417K <0.01% -377 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 829 shares; 2025Q1: 836 shares; 2025Q2: 873 shares; 2025Q3: 3,111 shares; 2025Q4: 1,433 shares 1,433 $416K <0.01% -1,678 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 6,097 shares; 2025Q3: 10,712 shares; 2025Q4: 13,001 shares 13,001 $415K <0.01% +2,289 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: 4,221 shares; 2024Q4: 4,310 shares; 2025Q1: 4,504 shares; 2025Q2: 8,377 shares; 2025Q3: 8,118 shares; 2025Q4: 4,035 shares 4,035 $415K <0.01% -4,083 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,432 shares; 2025Q3: 1,978 shares; 2025Q4: 1,994 shares 1,994 $413K <0.01% +16 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,754 shares; 2025Q1: 1,700 shares; 2025Q2: 2,500 shares; 2025Q3: 2,598 shares; 2025Q4: 9,033 shares 9,033 $412K <0.01% +6,435 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,149 shares; 2025Q1: 1,184 shares; 2025Q2: 40,930 shares; 2025Q3: 47,511 shares; 2025Q4: 8,410 shares 8,410 $412K <0.01% -39,101 Timeline