KDEC 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: 34,772 shares; 2025Q3: 34,588 shares; 2025Q4: 34,783 shares 34,783 $888K 0.01% +195 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,214 shares; 2025Q1: 694 shares; 2025Q2: 780 shares; 2025Q3: 1,068 shares; 2025Q4: 1,667 shares 1,667 $888K 0.01% +599 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,389 shares; 2025Q4: 26,777 shares 26,777 $885K 0.01% -7,612 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,015 shares; 2025Q3: 4,180 shares; 2025Q4: 5,422 shares 5,422 $885K 0.01% +1,242 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: 1,884 shares; 2024Q4: 2,000 shares; 2025Q1: 5,024 shares; 2025Q2: 8,056 shares; 2025Q3: 8,110 shares; 2025Q4: 10,218 shares 10,218 $882K 0.01% +2,108 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,897 shares; 2025Q1: 9,255 shares; 2025Q2: 10,257 shares; 2025Q3: 18,867 shares; 2025Q4: 24,224 shares 24,224 $879K 0.01% +5,357 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,879 shares; 2025Q3: 45,790 shares; 2025Q4: 38,267 shares 38,267 $876K 0.01% -7,523 Timeline BJUL 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: 17,227 shares 17,227 $874K 0.01% new Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,187 shares; 2025Q2: 33,995 shares; 2025Q3: 33,943 shares; 2025Q4: 26,597 shares 26,597 $872K 0.01% -7,346 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,692 shares; 2025Q2: 20,733 shares; 2025Q3: 18,384 shares; 2025Q4: 14,818 shares 14,818 $869K 0.01% -3,566 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,011 shares; 2025Q2: 13,258 shares; 2025Q3: 18,772 shares; 2025Q4: 22,220 shares 22,220 $866K 0.01% +3,448 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,872 shares; 2025Q2: 7,608 shares; 2025Q3: 7,480 shares; 2025Q4: 6,834 shares 6,834 $865K 0.01% -646 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,008 shares; 2025Q1: 12,968 shares; 2025Q2: 15,277 shares; 2025Q3: 31,875 shares; 2025Q4: 23,555 shares 23,555 $860K 0.01% -8,320 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,908 shares; 2025Q2: 25,518 shares; 2025Q3: 38,209 shares; 2025Q4: 48,388 shares 48,388 $858K 0.01% +10,179 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: 35,800 shares; 2024Q4: 35,800 shares; 2025Q1: 44,842 shares; 2025Q2: 44,842 shares; 2025Q3: 36,276 shares; 2025Q4: 36,276 shares 36,276 $858K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,262 shares; 2024Q4: 7,548 shares; 2025Q1: 11,675 shares; 2025Q2: 11,770 shares; 2025Q3: 9,587 shares; 2025Q4: 9,710 shares 9,710 $855K 0.01% +123 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: not reported; 2024Q4: 24,404 shares; 2025Q1: 76,255 shares; 2025Q2: 41,378 shares; 2025Q3: 39,593 shares; 2025Q4: 49,195 shares 49,195 $854K 0.01% +9,602 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,803 shares; 2025Q3: 20,661 shares; 2025Q4: 26,378 shares 26,378 $852K 0.01% +5,717 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,186 shares; 2025Q1: 7,078 shares; 2025Q2: 7,551 shares; 2025Q3: 9,386 shares; 2025Q4: 10,198 shares 10,198 $846K 0.01% +812 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: 2,239 shares; 2024Q4: 2,632 shares; 2025Q1: 3,244 shares; 2025Q2: 4,027 shares; 2025Q3: 4,195 shares; 2025Q4: 4,556 shares 4,556 $843K 0.01% +361 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: 5,480 shares; 2024Q4: 7,477 shares; 2025Q1: 7,707 shares; 2025Q2: 10,852 shares; 2025Q3: 11,838 shares; 2025Q4: 5,511 shares 5,511 $837K 0.01% -6,327 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 9,860 shares; 2025Q3: 9,860 shares; 2025Q4: 19,397 shares 19,397 $834K 0.01% +9,537 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,406 shares; 2025Q1: 5,300 shares; 2025Q2: 9,343 shares; 2025Q3: 7,346 shares; 2025Q4: 8,500 shares 8,500 $832K 0.01% +1,154 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,686 shares; 2025Q4: 8,215 shares 8,215 $828K 0.01% +4,529 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,159 shares 55,159 $827K 0.01% new 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: 5,264 shares; 2024Q4: 5,630 shares; 2025Q1: 5,012 shares; 2025Q2: 5,622 shares; 2025Q3: 6,408 shares; 2025Q4: 6,343 shares 6,343 $825K 0.01% -65 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,648 shares; 2025Q1: 17,532 shares; 2025Q2: 20,009 shares; 2025Q3: 10,613 shares; 2025Q4: 15,383 shares 15,383 $825K 0.01% +4,770 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: 48,725 shares; 2025Q1: 49,092 shares; 2025Q2: 19,839 shares; 2025Q3: 9,039 shares; 2025Q4: 6,502 shares 6,502 $824K 0.01% -2,537 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,933 shares; 2025Q1: 5,933 shares; 2025Q2: 6,454 shares; 2025Q3: 5,964 shares; 2025Q4: 12,379 shares 12,379 $822K 0.01% +6,415 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,123 shares 38,123 $820K 0.01% new Timeline SCHR 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: 31,022 shares; 2024Q4: 47,227 shares; 2025Q1: 43,782 shares; 2025Q2: 42,691 shares; 2025Q3: 31,727 shares; 2025Q4: 32,655 shares 32,655 $819K 0.01% +928 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,989 shares; 2025Q4: 10,780 shares 10,780 $818K 0.01% +5,791 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,609 shares 25,609 $816K 0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,262 shares; 2024Q4: 73,741 shares; 2025Q1: 58,418 shares; 2025Q2: 55,601 shares; 2025Q3: 49,590 shares; 2025Q4: 49,522 shares 49,522 $814K 0.01% -68 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,686 shares; 2025Q2: 16,543 shares; 2025Q3: 15,565 shares; 2025Q4: 15,514 shares 15,514 $813K 0.01% -51 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,618 shares; 2025Q1: 11,757 shares; 2025Q2: 19,382 shares; 2025Q3: 19,520 shares; 2025Q4: 20,034 shares 20,034 $810K 0.01% +514 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,091 shares; 2024Q4: 257,992 shares; 2025Q1: 68,563 shares; 2025Q2: 36,261 shares; 2025Q3: 19,375 shares; 2025Q4: 17,680 shares 17,680 $808K 0.01% -1,695 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: 13,395 shares; 2024Q4: 13,482 shares; 2025Q1: 19,954 shares; 2025Q2: 13,785 shares; 2025Q3: 10,618 shares; 2025Q4: 8,878 shares 8,878 $808K 0.01% -1,740 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,413 shares; 2025Q1: 1,501 shares; 2025Q2: 3,011 shares; 2025Q3: 2,903 shares; 2025Q4: 2,656 shares 2,656 $803K 0.01% -247 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: 3,221 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,628 shares; 2025Q3: 8,758 shares; 2025Q4: 13,275 shares 13,275 $801K 0.01% +4,517 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,879 shares 3,879 $801K 0.01% new Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,294 shares; 2025Q2: 62,739 shares; 2025Q3: 61,998 shares; 2025Q4: 61,845 shares 61,845 $797K 0.01% -153 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: 3,627 shares; 2024Q4: not reported; 2025Q1: 6,288 shares; 2025Q2: 7,478 shares; 2025Q3: 12,299 shares; 2025Q4: 12,335 shares 12,335 $794K 0.01% +36 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,035 shares; 2025Q2: 87,813 shares; 2025Q3: 85,602 shares; 2025Q4: 81,219 shares 81,219 $792K 0.01% -4,383 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,182 shares; 2025Q1: 1,638 shares; 2025Q2: 1,499 shares; 2025Q3: 1,156 shares; 2025Q4: 2,726 shares 2,726 $787K 0.01% +1,570 Timeline PSEP 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: 8,377 shares; 2025Q3: 8,277 shares; 2025Q4: 18,000 shares 18,000 $787K 0.01% +9,723 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,207 shares; 2025Q1: 4,511 shares; 2025Q2: 4,645 shares; 2025Q3: 4,694 shares; 2025Q4: 6,936 shares 6,936 $786K 0.01% +2,242 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 175 shares; 2025Q1: 399 shares; 2025Q2: 446 shares; 2025Q3: 415 shares; 2025Q4: 464 shares 464 $785K 0.01% +49 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,976 shares; 2025Q3: 9,820 shares; 2025Q4: 11,554 shares 11,554 $780K 0.01% +1,734 Timeline HEI-A 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: not reported; 2025Q1: 2,343 shares; 2025Q2: 3,161 shares; 2025Q3: 3,357 shares; 2025Q4: 3,085 shares 3,085 $779K 0.01% -272 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 11,714 shares; 2025Q1: 13,845 shares; 2025Q2: 15,121 shares; 2025Q3: 14,312 shares; 2025Q4: 12,013 shares 12,013 $779K 0.01% -2,299 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,030 shares; 2024Q4: 21,038 shares; 2025Q1: 22,984 shares; 2025Q2: 29,183 shares; 2025Q3: 55,536 shares; 2025Q4: 32,296 shares 32,296 $778K 0.01% -23,240 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,515 shares; 2025Q3: 4,227 shares; 2025Q4: 5,404 shares 5,404 $776K 0.01% +1,177 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: 1,732 shares; 2025Q1: 4,661 shares; 2025Q2: 3,816 shares; 2025Q3: 5,457 shares; 2025Q4: 3,758 shares 3,758 $775K 0.01% -1,699 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: 6,288 shares; 2024Q4: 20,341 shares; 2025Q1: 40,521 shares; 2025Q2: 37,871 shares; 2025Q3: 35,867 shares; 2025Q4: 33,047 shares 33,047 $773K 0.01% -2,820 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,848 shares; 2025Q2: 15,496 shares; 2025Q3: 29,226 shares; 2025Q4: 16,496 shares 16,496 $772K 0.01% -12,730 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,508 shares; 2025Q1: 5,584 shares; 2025Q2: 5,951 shares; 2025Q3: 6,503 shares; 2025Q4: 24,040 shares 24,040 $772K 0.01% +17,537 Timeline PDP 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: 8,725 shares; 2024Q4: 12,178 shares; 2025Q1: 9,779 shares; 2025Q2: 9,254 shares; 2025Q3: 6,129 shares; 2025Q4: 6,623 shares 6,623 $771K 0.01% +494 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR 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: 15,508 shares; 2025Q3: 12,619 shares; 2025Q4: 13,423 shares 13,423 $769K 0.01% +804 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: 78,291 shares; 2025Q3: 145,599 shares; 2025Q4: 84,778 shares 84,778 $766K 0.01% -60,821 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: not reported; 2024Q4: 3,986 shares; 2025Q1: 8,104 shares; 2025Q2: 10,149 shares; 2025Q3: 10,561 shares; 2025Q4: 10,370 shares 10,370 $764K 0.01% -191 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: not reported; 2024Q4: 11,094 shares; 2025Q1: 37,481 shares; 2025Q2: 67,052 shares; 2025Q3: 44,900 shares; 2025Q4: 44,251 shares 44,251 $763K 0.01% -649 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,812 shares; 2025Q1: 29,098 shares; 2025Q2: 42,880 shares; 2025Q3: 42,933 shares; 2025Q4: 47,388 shares 47,388 $763K 0.01% +4,455 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,770 shares; 2025Q3: 6,259 shares; 2025Q4: 8,067 shares 8,067 $761K 0.01% +1,808 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: not reported; 2024Q4: 8,540 shares; 2025Q1: 10,332 shares; 2025Q2: 31,235 shares; 2025Q3: 23,271 shares; 2025Q4: 23,027 shares 23,027 $757K 0.01% -244 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,234 shares; 2025Q4: 32,854 shares 32,854 $757K 0.01% +6,620 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: 3,136 shares; 2024Q4: 4,020 shares; 2025Q1: 4,899 shares; 2025Q2: 4,756 shares; 2025Q3: 4,634 shares; 2025Q4: 5,816 shares 5,816 $755K 0.01% +1,182 Timeline VSS 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: 5,276 shares; 2024Q4: 5,048 shares; 2025Q1: 4,745 shares; 2025Q2: 5,932 shares; 2025Q3: 6,123 shares; 2025Q4: 5,265 shares 5,265 $755K 0.01% -858 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: not reported; 2024Q4: 3,367 shares; 2025Q1: 4,270 shares; 2025Q2: 4,824 shares; 2025Q3: 6,050 shares; 2025Q4: 5,772 shares 5,772 $753K 0.01% -278 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,317 shares; 2025Q1: 3,170 shares; 2025Q2: 4,005 shares; 2025Q3: 4,459 shares; 2025Q4: 3,744 shares 3,744 $753K 0.01% -715 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: not reported; 2024Q4: 2,555 shares; 2025Q1: not reported; 2025Q2: 4,668 shares; 2025Q3: 4,176 shares; 2025Q4: 5,316 shares 5,316 $752K 0.01% +1,140 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM 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: 75,647 shares 75,647 $751K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,531 shares; 2025Q2: 6,573 shares; 2025Q3: 5,508 shares; 2025Q4: 4,057 shares 4,057 $747K 0.01% -1,451 Timeline FSMD 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: 11,661 shares; 2024Q4: 11,694 shares; 2025Q1: 11,732 shares; 2025Q2: 11,898 shares; 2025Q3: 12,308 shares; 2025Q4: 16,911 shares 16,911 $746K 0.01% +4,603 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: 21,766 shares; 2024Q4: 43,814 shares; 2025Q1: 19,523 shares; 2025Q2: 14,047 shares; 2025Q3: 11,091 shares; 2025Q4: 8,533 shares 8,533 $744K 0.01% -2,558 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,901 shares; 2025Q3: 10,284 shares; 2025Q4: 9,283 shares 9,283 $743K 0.01% -1,001 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,539 shares; 2025Q4: 13,688 shares 13,688 $741K 0.01% +1,149 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: 975 shares; 2024Q4: 2,271 shares; 2025Q1: 3,110 shares; 2025Q2: 3,832 shares; 2025Q3: 3,221 shares; 2025Q4: 5,369 shares 5,369 $741K 0.01% +2,148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,148 shares; 2025Q3: 8,200 shares; 2025Q4: 8,488 shares 8,488 $741K 0.01% +288 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,253 shares; 2025Q1: 18,211 shares; 2025Q2: 21,558 shares; 2025Q3: 21,924 shares; 2025Q4: 20,026 shares 20,026 $736K 0.01% -1,898 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 1,639 shares 1,639 $735K 0.01% +1,099 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,409 shares 11,409 $735K 0.01% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,908 shares; 2025Q3: 28,355 shares; 2025Q4: 34,425 shares 34,425 $728K 0.01% +6,070 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,741 shares; 2025Q3: 9,100 shares; 2025Q4: 9,563 shares 9,563 $728K 0.01% +463 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 18,674 shares; 2025Q2: 41,243 shares; 2025Q3: 55,399 shares; 2025Q4: 58,255 shares 58,255 $725K 0.01% +2,856 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,214 shares; 2025Q2: 3,456 shares; 2025Q3: 3,515 shares; 2025Q4: 3,571 shares 3,571 $725K 0.01% +56 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,745 shares; 2024Q4: 11,829 shares; 2025Q1: 11,829 shares; 2025Q2: 11,677 shares; 2025Q3: 9,346 shares; 2025Q4: 9,452 shares 9,452 $725K 0.01% +106 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,087 shares; 2025Q2: 2,000 shares; 2025Q3: 1,981 shares; 2025Q4: 2,204 shares 2,204 $724K 0.01% +223 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: 4,874 shares; 2024Q4: 5,056 shares; 2025Q1: 5,056 shares; 2025Q2: 5,056 shares; 2025Q3: 5,056 shares; 2025Q4: 5,194 shares 5,194 $724K 0.01% +138 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,465 shares; 2025Q3: 11,145 shares; 2025Q4: 15,897 shares 15,897 $714K 0.01% +4,752 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 21,059 shares; 2025Q3: 30,006 shares; 2025Q4: 30,641 shares 30,641 $713K 0.01% +635 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,967 shares; 2024Q4: 31,574 shares; 2025Q1: 39,509 shares; 2025Q2: 40,974 shares; 2025Q3: 32,929 shares; 2025Q4: 39,973 shares 39,973 $713K 0.01% +7,044 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,687 shares; 2024Q4: 64,766 shares; 2025Q1: 64,867 shares; 2025Q2: 64,901 shares; 2025Q3: 53,385 shares; 2025Q4: 37,137 shares 37,137 $713K 0.01% -16,248 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: not reported; 2024Q4: 6,676 shares; 2025Q1: 7,006 shares; 2025Q2: 7,359 shares; 2025Q3: 8,467 shares; 2025Q4: 14,855 shares 14,855 $709K 0.01% +6,388 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,935 shares 18,935 $708K 0.01% new Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,747 shares 4,747 $707K 0.01% new Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,556 shares; 2025Q2: 17,020 shares; 2025Q3: 10,186 shares; 2025Q4: 10,867 shares 10,867 $706K 0.01% +681 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,084 shares; 2025Q1: 1,557 shares; 2025Q2: 4,012 shares; 2025Q3: 3,157 shares; 2025Q4: 3,873 shares 3,873 $705K 0.01% +716 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: 3,789 shares; 2024Q4: 4,520 shares; 2025Q1: 4,533 shares; 2025Q2: 6,236 shares; 2025Q3: 5,995 shares; 2025Q4: 6,844 shares 6,844 $704K 0.01% +849 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,537 shares; 2025Q2: 30,941 shares; 2025Q3: 18,242 shares; 2025Q4: 35,033 shares 35,033 $703K 0.01% +16,791 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,652 shares; 2025Q3: 7,652 shares; 2025Q4: 7,652 shares 7,652 $703K 0.01% 0 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES 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: 23,459 shares 23,459 $701K 0.01% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,736 shares; 2025Q1: 8,108 shares; 2025Q2: 8,376 shares; 2025Q3: 7,647 shares; 2025Q4: 8,015 shares 8,015 $701K 0.01% +368 Timeline NTSX 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: 12,695 shares; 2025Q3: 12,735 shares; 2025Q4: 12,773 shares 12,773 $700K 0.01% +38 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: not reported; 2024Q4: 1,732 shares; 2025Q1: 1,881 shares; 2025Q2: 2,705 shares; 2025Q3: 2,901 shares; 2025Q4: 3,210 shares 3,210 $697K 0.01% +309 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES 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: 11,429 shares; 2025Q2: 6,597 shares; 2025Q3: 14,370 shares; 2025Q4: 20,196 shares 20,196 $696K 0.01% +5,826 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 1,928 shares; 2025Q2: 2,257 shares; 2025Q3: 1,820 shares; 2025Q4: 4,438 shares 4,438 $696K 0.01% +2,618 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,109 shares; 2025Q2: 8,607 shares; 2025Q3: 8,613 shares; 2025Q4: 9,513 shares 9,513 $695K 0.01% +900 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,763 shares; 2025Q4: 2,266 shares 2,266 $694K 0.01% +503 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,277 shares; 2025Q2: 27,267 shares; 2025Q3: 22,319 shares; 2025Q4: 24,927 shares 24,927 $693K 0.01% +2,608 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO 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: 17,058 shares; 2025Q4: 17,062 shares 17,062 $692K 0.01% +4 Timeline FPE 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: 10,993 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,891 shares 37,891 $690K 0.01% new 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: not reported; 2024Q4: 13,540 shares; 2025Q1: 19,202 shares; 2025Q2: 19,552 shares; 2025Q3: 19,583 shares; 2025Q4: 19,974 shares 19,974 $688K 0.01% +391 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV 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: 29,786 shares 29,786 $688K 0.01% new 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: not reported; 2024Q4: 7,139 shares; 2025Q1: 7,656 shares; 2025Q2: 4,461 shares; 2025Q3: 4,463 shares; 2025Q4: 3,830 shares 3,830 $684K 0.01% -633 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: 4,639 shares; 2024Q4: 4,818 shares; 2025Q1: 5,069 shares; 2025Q2: 5,673 shares; 2025Q3: 5,303 shares; 2025Q4: 5,801 shares 5,801 $682K 0.01% +498 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,179 shares; 2025Q2: 11,011 shares; 2025Q3: 11,785 shares; 2025Q4: 17,153 shares 17,153 $680K 0.01% +5,368 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,427 shares; 2025Q4: 2,289 shares 2,289 $677K 0.01% +862 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,972 shares; 2025Q3: 10,763 shares; 2025Q4: 10,662 shares 10,662 $674K 0.01% -101 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,840 shares; 2025Q3: 27,977 shares; 2025Q4: 29,421 shares 29,421 $674K 0.01% +1,444 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,254 shares; 2025Q3: 10,044 shares; 2025Q4: 12,272 shares 12,272 $674K 0.01% +2,228 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,250 shares; 2025Q2: 5,530 shares; 2025Q3: 5,181 shares; 2025Q4: 5,673 shares 5,673 $672K 0.01% +492 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,960 shares; 2025Q1: 37,935 shares; 2025Q2: 84,698 shares; 2025Q3: 38,159 shares; 2025Q4: 65,833 shares 65,833 $666K 0.01% +27,674 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,931 shares; 2025Q1: 13,669 shares; 2025Q2: 24,147 shares; 2025Q3: 23,510 shares; 2025Q4: 22,303 shares 22,303 $665K 0.01% -1,207 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: not reported; 2024Q4: 844 shares; 2025Q1: 1,591 shares; 2025Q2: 2,044 shares; 2025Q3: 1,834 shares; 2025Q4: 1,594 shares 1,594 $665K 0.01% -240 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,782 shares 5,782 $664K 0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,656 shares; 2025Q1: 13,408 shares; 2025Q2: 8,347 shares; 2025Q3: 9,649 shares; 2025Q4: 9,530 shares 9,530 $661K 0.01% -119 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,116 shares; 2025Q2: 12,639 shares; 2025Q3: 19,030 shares; 2025Q4: 23,466 shares 23,466 $661K 0.01% +4,436 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: 1,188 shares; 2024Q4: 3,124 shares; 2025Q1: 9,089 shares; 2025Q2: 12,625 shares; 2025Q3: 6,567 shares; 2025Q4: 5,073 shares 5,073 $661K 0.01% -1,494 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,333 shares; 2025Q1: 13,129 shares; 2025Q2: 30,773 shares; 2025Q3: 13,347 shares; 2025Q4: 17,091 shares 17,091 $660K 0.01% +3,744 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,158 shares; 2025Q4: 6,573 shares 6,573 $660K 0.01% +3,415 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,620 shares; 2025Q3: 4,757 shares; 2025Q4: 5,354 shares 5,354 $659K 0.01% +597 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,237 shares; 2025Q3: 18,787 shares; 2025Q4: 10,723 shares 10,723 $658K 0.01% -8,064 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP 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: 7,114 shares; 2025Q2: 7,457 shares; 2025Q3: 7,097 shares; 2025Q4: 5,832 shares 5,832 $655K 0.01% -1,265 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 68,259 shares; 2025Q3: 16,884 shares; 2025Q4: 15,719 shares 15,719 $655K 0.01% -1,165 Timeline QXO QXO INC More: the full row for QXO 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: 16,473 shares; 2025Q4: 33,932 shares 33,932 $655K 0.01% +17,459 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST 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: not reported; 2025Q3: not reported; 2025Q4: 28,001 shares 28,001 $654K 0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,706 shares; 2025Q1: 2,630 shares; 2025Q2: 6,385 shares; 2025Q3: 5,484 shares; 2025Q4: 6,309 shares 6,309 $653K 0.01% +825 Timeline PID 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: 43,874 shares; 2024Q4: 53,157 shares; 2025Q1: 38,420 shares; 2025Q2: 36,785 shares; 2025Q3: 33,027 shares; 2025Q4: 29,664 shares 29,664 $653K 0.01% -3,363 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,633 shares; 2025Q2: 8,256 shares; 2025Q3: 8,328 shares; 2025Q4: 9,131 shares 9,131 $644K 0.01% +803 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 5,979 shares; 2025Q1: 10,358 shares; 2025Q2: 5,801 shares; 2025Q3: 8,029 shares; 2025Q4: 7,506 shares 7,506 $644K 0.01% -523 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,030 shares; 2025Q2: 24,865 shares; 2025Q3: 22,052 shares; 2025Q4: 28,750 shares 28,750 $643K 0.01% +6,698 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,166 shares; 2024Q4: 11,452 shares; 2025Q1: 9,165 shares; 2025Q2: 9,670 shares; 2025Q3: 9,317 shares; 2025Q4: 9,380 shares 9,380 $643K 0.01% +63 Timeline PAUG 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: 6,940 shares; 2025Q3: 7,845 shares; 2025Q4: 14,788 shares 14,788 $640K 0.01% +6,943 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,484 shares; 2025Q1: 9,091 shares; 2025Q2: 8,674 shares; 2025Q3: 8,394 shares; 2025Q4: 8,238 shares 8,238 $639K 0.01% -156 Timeline SMB 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: 29,733 shares; 2024Q4: 29,980 shares; 2025Q1: 39,314 shares; 2025Q2: 36,323 shares; 2025Q3: 36,430 shares; 2025Q4: 36,722 shares 36,722 $639K 0.01% +292 Timeline IQLT 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: 9,405 shares; 2024Q4: 9,490 shares; 2025Q1: 9,490 shares; 2025Q2: 8,803 shares; 2025Q3: 10,346 shares; 2025Q4: 14,066 shares 14,066 $639K 0.01% +3,720 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,513 shares; 2025Q1: 24,222 shares; 2025Q2: 23,590 shares; 2025Q3: 24,051 shares; 2025Q4: 26,637 shares 26,637 $637K 0.01% +2,586 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,914 shares; 2025Q3: 2,206 shares; 2025Q4: 2,516 shares 2,516 $636K 0.01% +310 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,459 shares; 2025Q1: not reported; 2025Q2: 17,008 shares; 2025Q3: 19,734 shares; 2025Q4: 17,642 shares 17,642 $635K 0.01% -2,092 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,100 shares; 2024Q4: 176,227 shares; 2025Q1: 78,050 shares; 2025Q2: 55,648 shares; 2025Q3: 40,893 shares; 2025Q4: 33,552 shares 33,552 $634K 0.01% -7,341 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,420 shares; 2025Q2: 22,826 shares; 2025Q3: 23,967 shares; 2025Q4: 27,211 shares 27,211 $634K 0.01% +3,244 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 2,395 shares; 2025Q1: 2,707 shares; 2025Q2: 3,707 shares; 2025Q3: 3,922 shares; 2025Q4: 4,656 shares 4,656 $634K 0.01% +734 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,772 shares; 2024Q4: 28,031 shares; 2025Q1: 26,847 shares; 2025Q2: 45,912 shares; 2025Q3: 43,174 shares; 2025Q4: 23,928 shares 23,928 $633K 0.01% -19,246 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,275 shares; 2025Q4: 11,824 shares 11,824 $632K 0.01% -451 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,726 shares; 2025Q1: 4,529 shares; 2025Q2: 11,781 shares; 2025Q3: 11,997 shares; 2025Q4: 6,804 shares 6,804 $631K 0.01% -5,193 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,743 shares; 2025Q4: 24,609 shares 24,609 $630K 0.01% -1,134 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,663 shares; 2024Q4: 106,575 shares; 2025Q1: 112,222 shares; 2025Q2: 124,148 shares; 2025Q3: 114,535 shares; 2025Q4: 112,403 shares 112,403 $629K 0.01% -2,132 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,403 shares; 2025Q2: 14,225 shares; 2025Q3: 14,345 shares; 2025Q4: 13,558 shares 13,558 $628K 0.01% -787 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: 8,203 shares; 2024Q4: 9,772 shares; 2025Q1: 12,147 shares; 2025Q2: 8,851 shares; 2025Q3: 8,163 shares; 2025Q4: 9,196 shares 9,196 $626K 0.01% +1,033 Timeline LDEM 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: 21,260 shares; 2024Q4: 22,496 shares; 2025Q1: 15,334 shares; 2025Q2: 13,664 shares; 2025Q3: 11,812 shares; 2025Q4: 10,774 shares 10,774 $626K 0.01% -1,038 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,268 shares; 2025Q1: 5,003 shares; 2025Q2: 4,641 shares; 2025Q3: 4,185 shares; 2025Q4: 3,722 shares 3,722 $625K 0.01% -463 Timeline AUGW 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: 19,279 shares; 2025Q3: 18,358 shares; 2025Q4: 19,158 shares 19,158 $623K 0.01% +800 Timeline NAPR 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: 9,516 shares; 2025Q3: 8,896 shares; 2025Q4: 11,600 shares 11,600 $623K <0.01% +2,704 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: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,949 shares; 2025Q2: 1,556 shares; 2025Q3: 2,376 shares; 2025Q4: 2,749 shares 2,749 $622K <0.01% +373 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: 1,938 shares; 2024Q4: 2,274 shares; 2025Q1: 6,297 shares; 2025Q2: 5,543 shares; 2025Q3: 6,237 shares; 2025Q4: 6,165 shares 6,165 $622K <0.01% -72 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,338 shares; 2025Q3: 70,327 shares; 2025Q4: 6,061 shares 6,061 $621K <0.01% -64,266 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,180 shares; 2025Q2: 5,899 shares; 2025Q3: 6,803 shares; 2025Q4: 7,754 shares 7,754 $621K <0.01% +951 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,570 shares; 2025Q3: 17,501 shares; 2025Q4: 20,120 shares 20,120 $620K <0.01% +2,619 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,543 shares; 2025Q2: 17,886 shares; 2025Q3: 21,713 shares; 2025Q4: 22,857 shares 22,857 $619K <0.01% +1,144 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: 13,336 shares; 2024Q4: 13,728 shares; 2025Q1: 7,638 shares; 2025Q2: 13,049 shares; 2025Q3: 12,929 shares; 2025Q4: 12,261 shares 12,261 $619K <0.01% -668 Timeline SPBO 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: 39,244 shares; 2024Q4: 39,130 shares; 2025Q1: 24,733 shares; 2025Q2: 23,166 shares; 2025Q3: 21,840 shares; 2025Q4: 21,019 shares 21,019 $617K <0.01% -821 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,525 shares; 2024Q4: 57,177 shares; 2025Q1: 59,464 shares; 2025Q2: 64,782 shares; 2025Q3: 59,890 shares; 2025Q4: 64,544 shares 64,544 $615K <0.01% +4,654 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,174 shares; 2025Q3: 3,998 shares; 2025Q4: 3,830 shares 3,830 $615K <0.01% -168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,231 shares; 2025Q3: 32,259 shares; 2025Q4: 34,506 shares 34,506 $615K <0.01% +2,247 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,784 shares; 2025Q3: 11,970 shares; 2025Q4: 11,805 shares 11,805 $615K <0.01% -165 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 20,838 shares; 2025Q2: 20,306 shares; 2025Q3: 20,401 shares; 2025Q4: 20,511 shares 20,511 $613K <0.01% +110 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: not reported; 2024Q4: 2,240 shares; 2025Q1: 2,666 shares; 2025Q2: 5,426 shares; 2025Q3: 4,571 shares; 2025Q4: 2,850 shares 2,850 $612K <0.01% -1,721 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,283 shares; 2025Q1: 65,840 shares; 2025Q2: 17,723 shares; 2025Q3: 12,171 shares; 2025Q4: 5,100 shares 5,100 $612K <0.01% -7,071 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,578 shares; 2025Q1: 3,525 shares; 2025Q2: 4,707 shares; 2025Q3: 2,477 shares; 2025Q4: 3,164 shares 3,164 $612K <0.01% +687 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,142 shares; 2025Q1: 23,232 shares; 2025Q2: 25,752 shares; 2025Q3: 26,486 shares; 2025Q4: 66,366 shares 66,366 $612K <0.01% +39,880 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: not reported; 2024Q4: not reported; 2025Q1: 417 shares; 2025Q2: 904 shares; 2025Q3: 940 shares; 2025Q4: 1,429 shares 1,429 $612K <0.01% +489 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,772 shares; 2024Q4: 83,772 shares; 2025Q1: 84,467 shares; 2025Q2: 46,526 shares; 2025Q3: 45,831 shares; 2025Q4: 45,831 shares 45,831 $611K <0.01% 0 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,129 shares; 2025Q1: 13,255 shares; 2025Q2: 24,335 shares; 2025Q3: 26,239 shares; 2025Q4: 32,631 shares 32,631 $610K <0.01% +6,392 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,063 shares; 2025Q1: 7,996 shares; 2025Q2: 8,889 shares; 2025Q3: 9,050 shares; 2025Q4: 18,177 shares 18,177 $610K <0.01% +9,127 Timeline JAVA 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: not reported; 2025Q1: not reported; 2025Q2: 7,990 shares; 2025Q3: 8,033 shares; 2025Q4: 8,500 shares 8,500 $610K <0.01% +467 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,222 shares; 2025Q1: 11,197 shares; 2025Q2: 16,150 shares; 2025Q3: 17,085 shares; 2025Q4: 17,960 shares 17,960 $608K <0.01% +875 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,016 shares; 2025Q1: 19,705 shares; 2025Q2: 14,459 shares; 2025Q3: 16,716 shares; 2025Q4: 8,818 shares 8,818 $606K <0.01% -7,898 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,458 shares; 2025Q1: 11,421 shares; 2025Q2: 10,475 shares; 2025Q3: 25,135 shares; 2025Q4: 22,778 shares 22,778 $605K <0.01% -2,357 Timeline JAJL 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: 10,125 shares; 2024Q4: 13,197 shares; 2025Q1: 12,905 shares; 2025Q2: 18,568 shares; 2025Q3: 19,691 shares; 2025Q4: 20,817 shares 20,817 $605K <0.01% +1,126 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: 12,429 shares 12,429 $604K <0.01% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,203 shares; 2025Q2: 1,761 shares; 2025Q3: 1,862 shares; 2025Q4: 2,462 shares 2,462 $602K <0.01% +600 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,264 shares; 2025Q1: 9,429 shares; 2025Q2: 12,907 shares; 2025Q3: 13,077 shares; 2025Q4: 13,451 shares 13,451 $597K <0.01% +374 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,281 shares; 2025Q1: 3,133 shares; 2025Q2: 4,063 shares; 2025Q3: 6,016 shares; 2025Q4: 5,410 shares 5,410 $597K <0.01% -606 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,293 shares; 2025Q3: 8,787 shares; 2025Q4: 9,852 shares 9,852 $595K <0.01% +1,065 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,855 shares; 2025Q1: 6,796 shares; 2025Q2: 8,856 shares; 2025Q3: 12,338 shares; 2025Q4: 13,582 shares 13,582 $592K <0.01% +1,244 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: not reported; 2025Q1: not reported; 2025Q2: 10,922 shares; 2025Q3: 11,628 shares; 2025Q4: 26,392 shares 26,392 $590K <0.01% +14,764 Timeline KAPR 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: 16,829 shares; 2025Q3: 16,829 shares; 2025Q4: 16,760 shares 16,760 $589K <0.01% -69 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,761 shares; 2024Q4: 158,213 shares; 2025Q1: 43,622 shares; 2025Q2: 26,014 shares; 2025Q3: 15,695 shares; 2025Q4: 12,398 shares 12,398 $588K <0.01% -3,297 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: not reported; 2024Q4: 1,101 shares; 2025Q1: 1,845 shares; 2025Q2: 2,474 shares; 2025Q3: 2,619 shares; 2025Q4: 2,745 shares 2,745 $588K <0.01% +126 Timeline EMGF 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: 5,928 shares; 2024Q4: 15,357 shares; 2025Q1: 11,048 shares; 2025Q2: 8,256 shares; 2025Q3: 7,132 shares; 2025Q4: 10,153 shares 10,153 $587K <0.01% +3,021 Timeline FESM 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: 5,637 shares; 2025Q4: 15,530 shares 15,530 $587K <0.01% +9,893 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,615 shares; 2024Q4: 11,906 shares; 2025Q1: 10,968 shares; 2025Q2: 27,318 shares; 2025Q3: 26,443 shares; 2025Q4: 25,163 shares 25,163 $587K <0.01% -1,280 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,429 shares; 2025Q3: 5,850 shares; 2025Q4: 8,524 shares 8,524 $586K <0.01% +2,674 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,888 shares; 2025Q2: 4,412 shares; 2025Q3: 5,329 shares; 2025Q4: 6,398 shares 6,398 $585K <0.01% +1,069 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,014 shares; 2025Q1: 2,995 shares; 2025Q2: 3,366 shares; 2025Q3: 3,810 shares; 2025Q4: 8,476 shares 8,476 $585K <0.01% +4,666 Timeline ILF 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: 39,965 shares; 2025Q1: 35,388 shares; 2025Q2: 26,762 shares; 2025Q3: 20,030 shares; 2025Q4: 19,193 shares 19,193 $584K <0.01% -837 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,719 shares; 2025Q3: 17,403 shares; 2025Q4: 17,466 shares 17,466 $584K <0.01% +63 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: 5,119 shares; 2024Q4: 7,984 shares; 2025Q1: 12,254 shares; 2025Q2: 11,609 shares; 2025Q3: 16,189 shares; 2025Q4: 14,203 shares 14,203 $584K <0.01% -1,986 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,574 shares; 2025Q3: 10,957 shares; 2025Q4: 16,197 shares 16,197 $584K <0.01% +5,240 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK 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: 3,119 shares; 2025Q3: 6,083 shares; 2025Q4: 5,342 shares 5,342 $584K <0.01% -741 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 2,265 shares; 2025Q2: 2,972 shares; 2025Q3: 3,384 shares; 2025Q4: 3,434 shares 3,434 $584K <0.01% +50 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,930 shares; 2025Q2: 3,425 shares; 2025Q3: 3,714 shares; 2025Q4: 2,284 shares 2,284 $583K <0.01% -1,430 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,524 shares; 2025Q1: 4,381 shares; 2025Q2: 6,258 shares; 2025Q3: 6,119 shares; 2025Q4: 6,354 shares 6,354 $581K <0.01% +235 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 12,313 shares; 2025Q2: 16,660 shares; 2025Q3: 17,978 shares; 2025Q4: 18,668 shares 18,668 $581K <0.01% +690 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 5,419 shares; 2025Q4: 6,810 shares 6,810 $581K <0.01% +1,391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 834 shares; 2025Q3: 1,141 shares; 2025Q4: 1,442 shares 1,442 $580K <0.01% +301 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,208 shares; 2025Q3: 3,667 shares; 2025Q4: 4,028 shares 4,028 $580K <0.01% +361 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,105 shares; 2025Q1: not reported; 2025Q2: 5,378 shares; 2025Q3: 10,012 shares; 2025Q4: 13,263 shares 13,263 $579K <0.01% +3,251 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 858 shares; 2025Q2: 2,379 shares; 2025Q3: 2,640 shares; 2025Q4: 2,058 shares 2,058 $579K <0.01% -582 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,590 shares; 2025Q3: 11,938 shares; 2025Q4: 11,960 shares 11,960 $578K <0.01% +22 Timeline INTF 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: 9,604 shares; 2024Q4: 9,747 shares; 2025Q1: 14,855 shares; 2025Q2: 15,104 shares; 2025Q3: 15,104 shares; 2025Q4: 15,316 shares 15,316 $578K <0.01% +212 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 6,786 shares; 2025Q1: 7,290 shares; 2025Q2: 7,082 shares; 2025Q3: 5,698 shares; 2025Q4: 5,698 shares 5,698 $576K <0.01% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,029 shares; 2025Q2: 16,763 shares; 2025Q3: 20,986 shares; 2025Q4: 20,553 shares 20,553 $574K <0.01% -433 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,376 shares; 2025Q2: 16,217 shares; 2025Q3: 16,457 shares; 2025Q4: 17,752 shares 17,752 $574K <0.01% +1,295 Timeline UMAY 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: 15,670 shares 15,670 $573K <0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,835 shares; 2025Q1: 3,324 shares; 2025Q2: 3,773 shares; 2025Q3: 4,210 shares; 2025Q4: 4,386 shares 4,386 $573K <0.01% +176 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,761 shares; 2024Q4: 20,464 shares; 2025Q1: 20,906 shares; 2025Q2: 22,612 shares; 2025Q3: 21,741 shares; 2025Q4: 18,951 shares 18,951 $572K <0.01% -2,790 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 9,527 shares; 2025Q1: 10,912 shares; 2025Q2: 12,886 shares; 2025Q3: 13,518 shares; 2025Q4: 14,719 shares 14,719 $569K <0.01% +1,201 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,710 shares; 2025Q3: 7,248 shares; 2025Q4: 7,495 shares 7,495 $568K <0.01% +247 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,182 shares; 2024Q4: 59,092 shares; 2025Q1: 59,611 shares; 2025Q2: 62,204 shares; 2025Q3: 57,635 shares; 2025Q4: 57,359 shares 57,359 $568K <0.01% -276 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,477 shares; 2025Q3: 24,135 shares; 2025Q4: 39,616 shares 39,616 $568K <0.01% +15,481 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 4,844 shares; 2025Q4: 12,333 shares 12,333 $568K <0.01% +7,489 Timeline BJAN 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: 10,301 shares 10,301 $567K <0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 4,456 shares; 2025Q3: 4,760 shares; 2025Q4: 6,391 shares 6,391 $567K <0.01% +1,631 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,398 shares; 2025Q1: 4,863 shares; 2025Q2: 4,348 shares; 2025Q3: 5,731 shares; 2025Q4: 3,983 shares 3,983 $566K <0.01% -1,748 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL 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: 7,565 shares; 2025Q2: 9,115 shares; 2025Q3: 11,711 shares; 2025Q4: 12,485 shares 12,485 $565K <0.01% +774 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: not reported; 2024Q4: 2,011 shares; 2025Q1: 1,535 shares; 2025Q2: 1,458 shares; 2025Q3: 1,822 shares; 2025Q4: 2,347 shares 2,347 $565K <0.01% +525 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,747 shares; 2025Q3: 9,685 shares; 2025Q4: 14,550 shares 14,550 $563K <0.01% +4,865 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: not reported; 2025Q1: 10,043 shares; 2025Q2: 10,302 shares; 2025Q3: 10,861 shares; 2025Q4: 11,008 shares 11,008 $563K <0.01% +147 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,814 shares; 2024Q4: 226,028 shares; 2025Q1: 47,231 shares; 2025Q2: 38,464 shares; 2025Q3: 22,306 shares; 2025Q4: 18,607 shares 18,607 $562K <0.01% -3,699 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: not reported; 2025Q1: 775 shares; 2025Q2: 965 shares; 2025Q3: 947 shares; 2025Q4: 1,016 shares 1,016 $562K <0.01% +69 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,688 shares; 2024Q4: 63,158 shares; 2025Q1: 63,369 shares; 2025Q2: 66,886 shares; 2025Q3: 65,936 shares; 2025Q4: 67,292 shares 67,292 $561K <0.01% +1,356 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: not reported; 2024Q4: not reported; 2025Q1: 10,954 shares; 2025Q2: 16,918 shares; 2025Q3: 22,817 shares; 2025Q4: 21,921 shares 21,921 $561K <0.01% -896 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,035 shares; 2025Q2: 8,334 shares; 2025Q3: 12,608 shares; 2025Q4: 20,067 shares 20,067 $561K <0.01% +7,459 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,806 shares; 2025Q2: 20,059 shares; 2025Q3: 21,200 shares; 2025Q4: 23,536 shares 23,536 $561K <0.01% +2,336 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 1,058 shares; 2025Q3: 1,116 shares; 2025Q4: 1,229 shares 1,229 $560K <0.01% +113 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,074 shares; 2025Q1: 22,744 shares; 2025Q2: 28,372 shares; 2025Q3: 31,553 shares; 2025Q4: 31,934 shares 31,934 $559K <0.01% +381 Timeline EWJ 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: 5,863 shares; 2024Q4: 7,298 shares; 2025Q1: 6,694 shares; 2025Q2: 5,369 shares; 2025Q3: 5,461 shares; 2025Q4: 6,918 shares 6,918 $559K <0.01% +1,457 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 839 shares; 2025Q1: 1,207 shares; 2025Q2: 1,525 shares; 2025Q3: 1,514 shares; 2025Q4: 1,511 shares 1,511 $558K <0.01% -3 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 4,070 shares; 2025Q4: 7,193 shares 7,193 $556K <0.01% +3,123 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 794 shares; 2025Q1: 1,451 shares; 2025Q2: 982 shares; 2025Q3: 1,132 shares; 2025Q4: 1,545 shares 1,545 $556K <0.01% +413 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,120 shares; 2025Q2: 29,157 shares; 2025Q3: 50,791 shares; 2025Q4: 107,750 shares 107,750 $556K <0.01% +56,959 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: not reported; 2025Q1: 906 shares; 2025Q2: 1,155 shares; 2025Q3: 1,118 shares; 2025Q4: 1,421 shares 1,421 $556K <0.01% +303 Timeline FTGS 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: 91,297 shares; 2025Q1: 111,545 shares; 2025Q2: 51,548 shares; 2025Q3: 32,327 shares; 2025Q4: 15,695 shares 15,695 $555K <0.01% -16,632 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,874 shares; 2025Q3: 18,871 shares; 2025Q4: 19,614 shares 19,614 $554K <0.01% +743 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,666 shares; 2025Q4: 22,328 shares 22,328 $554K <0.01% +662 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,606 shares; 2024Q4: 16,457 shares; 2025Q1: 16,512 shares; 2025Q2: 16,648 shares; 2025Q3: 22,527 shares; 2025Q4: 22,857 shares 22,857 $553K <0.01% +330 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: not reported; 2024Q4: not reported; 2025Q1: 15,637 shares; 2025Q2: 7,592 shares; 2025Q3: 10,103 shares; 2025Q4: 9,441 shares 9,441 $553K <0.01% -662 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,292 shares; 2025Q4: 1,243 shares 1,243 $552K <0.01% -49 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,094 shares; 2025Q4: 6,867 shares 6,867 $552K <0.01% +773 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,315 shares; 2025Q2: 5,578 shares; 2025Q3: 7,344 shares; 2025Q4: 7,717 shares 7,717 $548K <0.01% +373 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,698 shares; 2025Q3: 4,397 shares; 2025Q4: 5,131 shares 5,131 $547K <0.01% +734 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,108 shares; 2025Q1: 2,295 shares; 2025Q2: 4,295 shares; 2025Q3: 3,928 shares; 2025Q4: 3,912 shares 3,912 $547K <0.01% -16 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 34,317 shares; 2025Q3: 34,220 shares; 2025Q4: 33,533 shares 33,533 $547K <0.01% -687 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,526 shares; 2025Q3: not reported; 2025Q4: 10,312 shares 10,312 $546K <0.01% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,508 shares; 2025Q3: 2,935 shares; 2025Q4: 3,411 shares 3,411 $545K <0.01% +476 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,885 shares; 2025Q1: 2,155 shares; 2025Q2: 3,237 shares; 2025Q3: 3,580 shares; 2025Q4: 3,441 shares 3,441 $545K <0.01% -139 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,732 shares; 2025Q3: 3,196 shares; 2025Q4: 4,938 shares 4,938 $542K <0.01% +1,742 Timeline MSTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,204 shares 18,204 $539K <0.01% new 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: 15,801 shares; 2024Q4: 11,535 shares; 2025Q1: 9,947 shares; 2025Q2: 10,331 shares; 2025Q3: 11,469 shares; 2025Q4: 13,627 shares 13,627 $538K <0.01% +2,158 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,232 shares; 2025Q1: 26,480 shares; 2025Q2: 7,174 shares; 2025Q3: 25,010 shares; 2025Q4: 13,702 shares 13,702 $537K <0.01% -11,308 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 5,769 shares; 2025Q1: 6,189 shares; 2025Q2: 7,616 shares; 2025Q3: 6,805 shares; 2025Q4: 6,371 shares 6,371 $534K <0.01% -434 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,766 shares; 2025Q4: 2,888 shares 2,888 $533K <0.01% +1,122 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,399 shares; 2024Q4: 27,276 shares; 2025Q1: 33,709 shares; 2025Q2: 55,062 shares; 2025Q3: 62,050 shares; 2025Q4: 106,289 shares 106,289 $531K <0.01% +44,239 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,883 shares; 2025Q4: 27,420 shares 27,420 $531K <0.01% +12,537 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: 15,835 shares; 2024Q4: 11,664 shares; 2025Q1: 11,268 shares; 2025Q2: 10,494 shares; 2025Q3: 9,420 shares; 2025Q4: 6,810 shares 6,810 $529K <0.01% -2,610 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,067 shares; 2025Q2: 1,968 shares; 2025Q3: 1,988 shares; 2025Q4: 3,523 shares 3,523 $529K <0.01% +1,535 Timeline IVOG 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: 6,482 shares; 2024Q4: 6,196 shares; 2025Q1: 5,816 shares; 2025Q2: 5,439 shares; 2025Q3: 4,382 shares; 2025Q4: 4,382 shares 4,382 $527K <0.01% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,039 shares; 2025Q3: 3,792 shares; 2025Q4: 4,180 shares 4,180 $526K <0.01% +388 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,418 shares; 2025Q2: 9,686 shares; 2025Q3: 9,186 shares; 2025Q4: 8,278 shares 8,278 $525K <0.01% -908 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,587 shares; 2024Q4: 12,573 shares; 2025Q1: 14,596 shares; 2025Q2: 20,364 shares; 2025Q3: 21,780 shares; 2025Q4: 21,591 shares 21,591 $524K <0.01% -189 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,363 shares; 2024Q4: 75,659 shares; 2025Q1: 22,531 shares; 2025Q2: 9,018 shares; 2025Q3: 8,838 shares; 2025Q4: 9,947 shares 9,947 $523K <0.01% +1,109 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 5,028 shares 5,028 $523K <0.01% +3,211 Timeline IYT 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: 7,191 shares; 2024Q4: 7,191 shares; 2025Q1: 7,787 shares; 2025Q2: 7,193 shares; 2025Q3: 7,286 shares; 2025Q4: 7,015 shares 7,015 $523K <0.01% -271 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,975 shares; 2025Q3: 12,347 shares; 2025Q4: 12,607 shares 12,607 $522K <0.01% +260 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,906 shares 4,906 $522K <0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,457 shares; 2025Q4: 9,933 shares 9,933 $521K <0.01% -524 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE 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: 7,509 shares 7,509 $519K <0.01% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,209 shares; 2024Q4: 13,722 shares; 2025Q1: 14,595 shares; 2025Q2: 11,561 shares; 2025Q3: 13,337 shares; 2025Q4: 13,154 shares 13,154 $519K <0.01% -183 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,265 shares 4,265 $517K <0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP 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: 1,934 shares; 2025Q2: 2,740 shares; 2025Q3: 2,937 shares; 2025Q4: 2,472 shares 2,472 $517K <0.01% -465 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,607 shares; 2025Q3: 17,829 shares; 2025Q4: 18,853 shares 18,853 $516K <0.01% +1,024 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,695 shares; 2025Q2: 22,938 shares; 2025Q3: 25,249 shares; 2025Q4: 26,665 shares 26,665 $515K <0.01% +1,416 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,544 shares; 2025Q2: 5,833 shares; 2025Q3: 6,533 shares; 2025Q4: 6,386 shares 6,386 $514K <0.01% -147 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL 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: 6,680 shares; 2025Q2: 13,679 shares; 2025Q3: 7,961 shares; 2025Q4: 8,160 shares 8,160 $514K <0.01% +199 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 1,022 shares; 2025Q3: 4,794 shares; 2025Q4: 2,458 shares 2,458 $513K <0.01% -2,336 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,903 shares; 2025Q1: 9,232 shares; 2025Q2: 12,468 shares; 2025Q3: 12,012 shares; 2025Q4: 11,080 shares 11,080 $510K <0.01% -932 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,274 shares; 2025Q3: 10,001 shares; 2025Q4: 10,010 shares 10,010 $509K <0.01% +9 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,396 shares; 2025Q2: 12,464 shares; 2025Q3: 13,218 shares; 2025Q4: 15,941 shares 15,941 $508K <0.01% +2,723 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC 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: 12,011 shares; 2025Q2: 38,529 shares; 2025Q3: 37,408 shares; 2025Q4: 36,731 shares 36,731 $506K <0.01% -677 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,480 shares; 2025Q2: 10,191 shares; 2025Q3: 10,264 shares; 2025Q4: 10,621 shares 10,621 $506K <0.01% +357 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: 5,278 shares; 2024Q4: 5,004 shares; 2025Q1: 5,294 shares; 2025Q2: 3,702 shares; 2025Q3: 3,703 shares; 2025Q4: 3,764 shares 3,764 $506K <0.01% +61 Timeline IVLU 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: 43,035 shares; 2025Q1: 11,008 shares; 2025Q2: 8,936 shares; 2025Q3: 8,265 shares; 2025Q4: 13,248 shares 13,248 $504K <0.01% +4,983 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,279 shares; 2025Q4: 13,060 shares 13,060 $504K <0.01% +4,781 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,842 shares; 2025Q3: 7,189 shares; 2025Q4: 7,199 shares 7,199 $502K <0.01% +10 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: not reported; 2024Q4: 6,915 shares; 2025Q1: 8,615 shares; 2025Q2: 8,766 shares; 2025Q3: 9,677 shares; 2025Q4: 12,645 shares 12,645 $498K <0.01% +2,968 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 2,315 shares; 2025Q1: 1,596 shares; 2025Q2: 1,726 shares; 2025Q3: 2,189 shares; 2025Q4: 3,425 shares 3,425 $496K <0.01% +1,236 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN 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: 41,956 shares; 2025Q4: 41,956 shares 41,956 $496K <0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,551 shares; 2025Q2: 2,443 shares; 2025Q3: 2,835 shares; 2025Q4: 2,576 shares 2,576 $493K <0.01% -259 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,738 shares 25,738 $493K <0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,634 shares; 2025Q3: 6,224 shares; 2025Q4: 7,661 shares 7,661 $493K <0.01% +1,437 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,756 shares; 2025Q2: 46,659 shares; 2025Q3: 46,576 shares; 2025Q4: 46,319 shares 46,319 $492K <0.01% -257 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,074 shares; 2025Q4: 18,539 shares 18,539 $492K <0.01% +2,465 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX 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: 22,935 shares; 2025Q2: 23,298 shares; 2025Q3: 24,693 shares; 2025Q4: 11,831 shares 11,831 $492K <0.01% -12,862 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,121 shares; 2025Q2: 5,109 shares; 2025Q3: 5,306 shares; 2025Q4: 4,680 shares 4,680 $490K <0.01% -626 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 3,664 shares; 2025Q1: 3,691 shares; 2025Q2: 6,527 shares; 2025Q3: 5,974 shares; 2025Q4: 5,439 shares 5,439 $489K <0.01% -535 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,946 shares; 2025Q3: 4,362 shares; 2025Q4: 4,249 shares 4,249 $489K <0.01% -113 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,045 shares; 2025Q1: 7,461 shares; 2025Q2: 8,468 shares; 2025Q3: 4,865 shares; 2025Q4: 5,424 shares 5,424 $488K <0.01% +559 Timeline PDEC 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: 4,909 shares; 2025Q4: 11,218 shares 11,218 $487K <0.01% +6,309 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 8,097 shares; 2025Q2: 8,843 shares; 2025Q3: 9,150 shares; 2025Q4: 12,575 shares 12,575 $486K <0.01% +3,425 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: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,658 shares; 2025Q4: 1,681 shares 1,681 $486K <0.01% +23 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: 5,400 shares; 2024Q4: 5,545 shares; 2025Q1: 6,868 shares; 2025Q2: 7,221 shares; 2025Q3: 6,523 shares; 2025Q4: 7,450 shares 7,450 $485K <0.01% +927 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,620 shares; 2024Q4: 20,255 shares; 2025Q1: 19,325 shares; 2025Q2: 23,061 shares; 2025Q3: 16,753 shares; 2025Q4: 16,352 shares 16,352 $483K <0.01% -401 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,966 shares; 2025Q3: 16,327 shares; 2025Q4: 28,255 shares 28,255 $483K <0.01% +11,928 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: 12,300 shares; 2024Q4: 12,926 shares; 2025Q1: 12,782 shares; 2025Q2: 15,559 shares; 2025Q3: 18,654 shares; 2025Q4: 36,580 shares 36,580 $483K <0.01% +17,926 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO 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: 134,688 shares; 2025Q4: 155,178 shares 155,178 $481K <0.01% +20,490 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,042 shares; 2025Q3: 2,450 shares; 2025Q4: 3,226 shares 3,226 $481K <0.01% +776 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,187 shares; 2025Q2: 12,008 shares; 2025Q3: 10,348 shares; 2025Q4: 9,194 shares 9,194 $481K <0.01% -1,154 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,141 shares; 2025Q2: 7,559 shares; 2025Q3: 7,153 shares; 2025Q4: 9,088 shares 9,088 $481K <0.01% +1,935 Timeline TAXF 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: 7,788 shares; 2024Q4: 10,401 shares; 2025Q1: 8,425 shares; 2025Q2: 9,011 shares; 2025Q3: 9,497 shares; 2025Q4: 9,512 shares 9,512 $479K <0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: 3,745 shares; 2025Q2: 4,040 shares; 2025Q3: 5,360 shares; 2025Q4: 7,927 shares 7,927 $479K <0.01% +2,567 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,421 shares; 2025Q3: 14,550 shares; 2025Q4: 7,533 shares 7,533 $478K <0.01% -7,017 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,716 shares; 2025Q3: 5,987 shares; 2025Q4: 6,435 shares 6,435 $478K <0.01% +448 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,045 shares; 2025Q2: 3,156 shares; 2025Q3: 3,010 shares; 2025Q4: 2,765 shares 2,765 $478K <0.01% -245 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,467 shares; 2024Q4: 18,967 shares; 2025Q1: 18,967 shares; 2025Q2: 20,268 shares; 2025Q3: 19,721 shares; 2025Q4: 19,771 shares 19,771 $477K <0.01% +50 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,350 shares; 2025Q3: 97,727 shares; 2025Q4: 11,469 shares 11,469 $476K <0.01% -86,258 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,660 shares; 2024Q4: 21,793 shares; 2025Q1: 22,118 shares; 2025Q2: 23,377 shares; 2025Q3: 22,628 shares; 2025Q4: 22,776 shares 22,776 $474K <0.01% +148 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,163 shares; 2025Q1: 2,133 shares; 2025Q2: 2,889 shares; 2025Q3: 2,818 shares; 2025Q4: 2,606 shares 2,606 $473K <0.01% -212 Timeline ITM 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: 9,632 shares; 2024Q4: 9,719 shares; 2025Q1: 11,763 shares; 2025Q2: 9,837 shares; 2025Q3: 9,912 shares; 2025Q4: 10,008 shares 10,008 $472K <0.01% +96 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,367 shares; 2025Q3: 1,774 shares; 2025Q4: 2,580 shares 2,580 $472K <0.01% +806 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,821 shares; 2025Q2: 6,810 shares; 2025Q3: 7,000 shares; 2025Q4: 5,445 shares 5,445 $471K <0.01% -1,555 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,458 shares; 2025Q1: 4,151 shares; 2025Q2: 6,670 shares; 2025Q3: 7,483 shares; 2025Q4: 7,001 shares 7,001 $471K <0.01% -482 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,305 shares; 2025Q1: 22,585 shares; 2025Q2: 22,703 shares; 2025Q3: 23,070 shares; 2025Q4: 31,459 shares 31,459 $470K <0.01% +8,389 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,696 shares; 2025Q3: 1,859 shares; 2025Q4: 2,544 shares 2,544 $470K <0.01% +685 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,155 shares 33,155 $469K <0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,682 shares; 2025Q3: 18,165 shares; 2025Q4: 19,122 shares 19,122 $468K <0.01% +957 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,709 shares; 2025Q3: 26,693 shares; 2025Q4: 27,065 shares 27,065 $467K <0.01% +372 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,052 shares; 2025Q3: 2,576 shares; 2025Q4: 2,753 shares 2,753 $467K <0.01% +177 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,266 shares 1,266 $467K <0.01% new Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,390 shares; 2025Q4: 13,258 shares 13,258 $465K <0.01% +8,868 Timeline ASYS AMTECH SYS INC More: the full row for AMTECH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,000 shares 37,000 $464K <0.01% new Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,117 shares 7,117 $463K <0.01% new 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: not reported; 2024Q4: 6,267 shares; 2025Q1: 7,523 shares; 2025Q2: 8,172 shares; 2025Q3: 9,889 shares; 2025Q4: 11,025 shares 11,025 $460K <0.01% +1,136 Timeline DBJP 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: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,070 shares; 2025Q2: 5,144 shares; 2025Q3: 4,992 shares; 2025Q4: 4,830 shares 4,830 $457K <0.01% -162 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,531 shares; 2025Q3: 5,526 shares; 2025Q4: 6,155 shares 6,155 $457K <0.01% +629 Timeline IYJ 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: 3,121 shares; 2024Q4: 3,053 shares; 2025Q1: 3,053 shares; 2025Q2: 3,053 shares; 2025Q3: 3,052 shares; 2025Q4: 3,080 shares 3,080 $456K <0.01% +28 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,398 shares; 2025Q2: 19,412 shares; 2025Q3: 22,409 shares; 2025Q4: 23,127 shares 23,127 $456K <0.01% +718 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,223 shares; 2025Q2: 27,104 shares; 2025Q3: 30,334 shares; 2025Q4: 38,953 shares 38,953 $455K <0.01% +8,619 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,527 shares; 2025Q3: 3,573 shares; 2025Q4: 3,402 shares 3,402 $454K <0.01% -171 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: not reported; 2024Q4: not reported; 2025Q1: 10,289 shares; 2025Q2: 11,166 shares; 2025Q3: 12,501 shares; 2025Q4: 16,610 shares 16,610 $452K <0.01% +4,109 Timeline PSR 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: 40,655 shares; 2024Q4: 39,383 shares; 2025Q1: 4,997 shares; 2025Q2: 5,018 shares; 2025Q3: 4,976 shares; 2025Q4: 4,998 shares 4,998 $452K <0.01% +22 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,447 shares; 2025Q2: 7,956 shares; 2025Q3: 9,008 shares; 2025Q4: 8,215 shares 8,215 $449K <0.01% -793 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,810 shares; 2024Q4: 19,566 shares; 2025Q1: 20,030 shares; 2025Q2: 19,239 shares; 2025Q3: 19,163 shares; 2025Q4: 19,322 shares 19,322 $449K <0.01% +159 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,375 shares; 2025Q1: 4,663 shares; 2025Q2: 5,112 shares; 2025Q3: 5,790 shares; 2025Q4: 6,137 shares 6,137 $445K <0.01% +347 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,740 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,489 shares 29,489 $442K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,972 shares; 2025Q3: 2,289 shares; 2025Q4: 2,230 shares 2,230 $441K <0.01% -59 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,996 shares; 2025Q3: 2,117 shares; 2025Q4: 6,157 shares 6,157 $441K <0.01% +4,040 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,799 shares; 2025Q1: 20,685 shares; 2025Q2: 12,295 shares; 2025Q3: 14,171 shares; 2025Q4: 28,469 shares 28,469 $440K <0.01% +14,298 Timeline RLY 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: 24,706 shares; 2024Q4: 24,944 shares; 2025Q1: 27,479 shares; 2025Q2: 18,077 shares; 2025Q3: 17,897 shares; 2025Q4: 13,974 shares 13,974 $439K <0.01% -3,923 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,775 shares 2,775 $438K <0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,666 shares; 2025Q1: not reported; 2025Q2: 1,796 shares; 2025Q3: 1,694 shares; 2025Q4: 3,209 shares 3,209 $436K <0.01% +1,515 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 6,505 shares; 2025Q1: 6,887 shares; 2025Q2: 8,229 shares; 2025Q3: 8,804 shares; 2025Q4: 10,195 shares 10,195 $435K <0.01% +1,391 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,093 shares 4,093 $435K <0.01% new Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,344 shares; 2025Q3: 8,196 shares; 2025Q4: 8,547 shares 8,547 $434K <0.01% +351 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,480 shares 3,480 $433K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,567 shares; 2025Q1: 1,187 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,430 shares 1,430 $430K <0.01% new Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,029 shares; 2024Q4: 21,773 shares; 2025Q1: 14,395 shares; 2025Q2: 12,599 shares; 2025Q3: 10,826 shares; 2025Q4: 9,873 shares 9,873 $429K <0.01% -953 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,113 shares; 2025Q1: 6,704 shares; 2025Q2: 6,446 shares; 2025Q3: 6,113 shares; 2025Q4: 4,396 shares 4,396 $427K <0.01% -1,717 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,959 shares; 2025Q3: 3,009 shares; 2025Q4: 3,928 shares 3,928 $427K <0.01% +919 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: 15,066 shares; 2025Q1: 14,646 shares; 2025Q2: 15,313 shares; 2025Q3: 23,061 shares; 2025Q4: 25,169 shares 25,169 $427K <0.01% +2,108 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,565 shares; 2025Q3: 2,662 shares; 2025Q4: 2,894 shares 2,894 $425K <0.01% +232 Timeline NAUG 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: 14,721 shares; 2025Q3: 15,195 shares; 2025Q4: 14,341 shares 14,341 $424K <0.01% -854 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 9,362 shares; 2025Q3: 9,400 shares; 2025Q4: 9,519 shares 9,519 $424K <0.01% +119 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: not reported; 2024Q4: 2,529 shares; 2025Q1: 2,841 shares; 2025Q2: 3,864 shares; 2025Q3: 3,968 shares; 2025Q4: 5,348 shares 5,348 $424K <0.01% +1,380 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,440 shares; 2025Q1: 76,235 shares; 2025Q2: 37,819 shares; 2025Q3: 38,130 shares; 2025Q4: 50,776 shares 50,776 $423K <0.01% +12,646 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,454 shares; 2025Q1: 51,551 shares; 2025Q2: 17,344 shares; 2025Q3: 21,206 shares; 2025Q4: 23,386 shares 23,386 $423K <0.01% +2,180 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,972 shares; 2025Q4: 7,339 shares 7,339 $423K <0.01% +1,367 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS 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: 11,706 shares; 2025Q4: 11,451 shares 11,451 $422K <0.01% -255 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,458 shares; 2025Q1: 16,144 shares; 2025Q2: 108,525 shares; 2025Q3: 43,064 shares; 2025Q4: 50,550 shares 50,550 $422K <0.01% +7,486 RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,085 shares; 2025Q3: 4,060 shares; 2025Q4: 4,586 shares 4,586 $421K <0.01% +526 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,368 shares; 2025Q3: 14,536 shares; 2025Q4: 16,276 shares 16,276 $419K <0.01% +1,740 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN 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: 6,303 shares 6,303 $418K <0.01% new Timeline QUS 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: 2,458 shares; 2024Q4: 2,465 shares; 2025Q1: 2,421 shares; 2025Q2: 10,444 shares; 2025Q3: 10,613 shares; 2025Q4: 2,400 shares 2,400 $418K <0.01% -8,213 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,994 shares; 2025Q3: 7,413 shares; 2025Q4: 9,827 shares 9,827 $417K <0.01% +2,414 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: 1,084 shares; 2024Q4: 945 shares; 2025Q1: 941 shares; 2025Q2: 1,179 shares; 2025Q3: 870 shares; 2025Q4: 1,549 shares 1,549 $417K <0.01% +679 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,143 shares; 2025Q1: not reported; 2025Q2: 11,359 shares; 2025Q3: not reported; 2025Q4: 13,668 shares 13,668 $416K <0.01% new Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,308 shares; 2025Q4: 5,717 shares 5,717 $414K <0.01% +2,409 Timeline DECW 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: 8,923 shares; 2024Q4: 9,323 shares; 2025Q1: 9,323 shares; 2025Q2: 12,019 shares; 2025Q3: 12,019 shares; 2025Q4: 12,179 shares 12,179 $413K <0.01% +160 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,200 shares; 2025Q3: 14,306 shares; 2025Q4: 12,676 shares 12,676 $413K <0.01% -1,630 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,388 shares; 2025Q4: 4,832 shares 4,832 $408K <0.01% -556 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,771 shares; 2025Q4: 5,869 shares 5,869 $407K <0.01% +2,098 Timeline NMAR 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: 13,688 shares; 2025Q3: 13,600 shares; 2025Q4: 13,775 shares 13,775 $407K <0.01% +175 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG 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: 9,170 shares; 2025Q3: 9,453 shares; 2025Q4: 8,904 shares 8,904 $406K <0.01% -549 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: 3,809 shares; 2025Q2: 5,491 shares; 2025Q3: 5,823 shares; 2025Q4: 3,623 shares 3,623 $405K <0.01% -2,200 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 3,684 shares; 2025Q3: 3,396 shares; 2025Q4: 3,972 shares 3,972 $405K <0.01% +576 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,922 shares; 2025Q3: 3,909 shares; 2025Q4: 4,297 shares 4,297 $405K <0.01% +388 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,160 shares; 2025Q1: 7,644 shares; 2025Q2: 7,226 shares; 2025Q3: 8,106 shares; 2025Q4: 6,220 shares 6,220 $404K <0.01% -1,886 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,796 shares; 2024Q4: 59,413 shares; 2025Q1: 47,512 shares; 2025Q2: 45,749 shares; 2025Q3: 31,964 shares; 2025Q4: 29,930 shares 29,930 $404K <0.01% -2,034 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,226 shares; 2025Q4: 10,460 shares 10,460 $403K <0.01% +1,234 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,244 shares; 2024Q4: 15,951 shares; 2025Q1: 10,672 shares; 2025Q2: 10,377 shares; 2025Q3: 8,960 shares; 2025Q4: 9,016 shares 9,016 $403K <0.01% +56 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: not reported; 2025Q1: 2,113 shares; 2025Q2: 2,150 shares; 2025Q3: 2,344 shares; 2025Q4: 1,936 shares 1,936 $401K <0.01% -408 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,526 shares; 2025Q3: 16,128 shares; 2025Q4: 18,451 shares 18,451 $401K <0.01% +2,323 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,695 shares; 2025Q4: 4,728 shares 4,728 $400K <0.01% +1,033 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: 1,843 shares; 2024Q4: 2,192 shares; 2025Q1: not reported; 2025Q2: 3,077 shares; 2025Q3: 3,293 shares; 2025Q4: 2,913 shares 2,913 $397K <0.01% -380 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,148 shares; 2025Q4: 10,118 shares 10,118 $397K <0.01% -10,030 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,365 shares; 2025Q2: 3,014 shares; 2025Q3: 3,480 shares; 2025Q4: 4,372 shares 4,372 $397K <0.01% +892 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,743 shares; 2025Q4: 2,488 shares 2,488 $396K <0.01% +745 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 163 shares; 2025Q2: 209 shares; 2025Q3: 181 shares; 2025Q4: 184 shares 184 $396K <0.01% +3 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: 11,617 shares; 2024Q4: 11,417 shares; 2025Q1: 10,147 shares; 2025Q2: 10,182 shares; 2025Q3: 3,509 shares; 2025Q4: 2,744 shares 2,744 $396K <0.01% -765 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,184 shares; 2025Q3: 15,938 shares; 2025Q4: 18,009 shares 18,009 $395K <0.01% +2,071 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,776 shares; 2025Q4: 2,575 shares 2,575 $395K <0.01% +799 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,679 shares; 2025Q3: 1,638 shares; 2025Q4: 2,646 shares 2,646 $393K <0.01% +1,008 Timeline FDEM 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: 12,704 shares 12,704 $392K <0.01% new Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL 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: 26,361 shares; 2025Q2: 10,439 shares; 2025Q3: 8,050 shares; 2025Q4: 12,990 shares 12,990 $392K <0.01% +4,940 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,023 shares; 2025Q2: 6,188 shares; 2025Q3: 9,458 shares; 2025Q4: 4,644 shares 4,644 $392K <0.01% -4,814 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,216 shares; 2025Q3: 3,345 shares; 2025Q4: 4,656 shares 4,656 $390K <0.01% +1,311 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,182 shares 2,182 $388K <0.01% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,981 shares 2,981 $388K <0.01% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,268 shares; 2025Q1: 5,063 shares; 2025Q2: 7,484 shares; 2025Q3: 7,642 shares; 2025Q4: 7,343 shares 7,343 $387K <0.01% -299 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,826 shares; 2025Q2: 4,759 shares; 2025Q3: 4,132 shares; 2025Q4: 3,906 shares 3,906 $385K <0.01% -226 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,295 shares; 2025Q1: 3,298 shares; 2025Q2: 3,231 shares; 2025Q3: 3,233 shares; 2025Q4: 3,236 shares 3,236 $384K <0.01% +3 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,809 shares; 2025Q3: 4,818 shares; 2025Q4: 5,479 shares 5,479 $383K <0.01% +661 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,533 shares; 2025Q4: 14,584 shares 14,584 $382K <0.01% +51 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,842 shares; 2025Q3: 5,989 shares; 2025Q4: 8,345 shares 8,345 $382K <0.01% +2,356 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,490 shares 30,490 $381K <0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,187 shares; 2025Q1: 11,028 shares; 2025Q2: 9,401 shares; 2025Q3: 7,666 shares; 2025Q4: 8,809 shares 8,809 $381K <0.01% +1,143 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 617 shares; 2025Q4: 553 shares 553 $380K <0.01% -64 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 922 shares; 2025Q4: 1,207 shares 1,207 $380K <0.01% +285 Timeline FTV FORTIVE CORP More: the full row for FORTIVE 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: 2,855 shares; 2025Q2: 5,013 shares; 2025Q3: 5,954 shares; 2025Q4: 6,855 shares 6,855 $378K <0.01% +901 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS 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: 10,065 shares; 2025Q4: 13,017 shares 13,017 $378K <0.01% +2,952 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 4,905 shares; 2025Q1: not reported; 2025Q2: 4,488 shares; 2025Q3: 4,602 shares; 2025Q4: 5,110 shares 5,110 $377K <0.01% +508 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING 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: 16,640 shares 16,640 $376K <0.01% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,732 shares; 2024Q4: 25,215 shares; 2025Q1: 25,649 shares; 2025Q2: 26,125 shares; 2025Q3: 26,612 shares; 2025Q4: 29,082 shares 29,082 $375K <0.01% +2,470 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,236 shares; 2025Q2: not reported; 2025Q3: 10,949 shares; 2025Q4: 14,140 shares 14,140 $373K <0.01% +3,191 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,439 shares 1,439 $369K <0.01% new Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,720 shares 5,720 $369K <0.01% new Timeline TIPX 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: 16,388 shares; 2024Q4: 17,989 shares; 2025Q1: 25,110 shares; 2025Q2: 40,878 shares; 2025Q3: 44,282 shares; 2025Q4: 19,305 shares 19,305 $368K <0.01% -24,977 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,937 shares; 2025Q2: 33,611 shares; 2025Q3: 35,913 shares; 2025Q4: 14,434 shares 14,434 $367K <0.01% -21,479 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,855 shares; 2025Q3: 9,774 shares; 2025Q4: 11,048 shares 11,048 $367K <0.01% +1,274 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 5,200 shares 5,200 $366K <0.01% +2,600 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: not reported; 2025Q1: 947 shares; 2025Q2: 1,421 shares; 2025Q3: 1,740 shares; 2025Q4: 1,680 shares 1,680 $365K <0.01% -60 Timeline PLTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,057 shares 7,057 $364K <0.01% new Timeline HYDB 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: 7,204 shares; 2025Q1: 54,111 shares; 2025Q2: 22,428 shares; 2025Q3: 28,567 shares; 2025Q4: 7,657 shares 7,657 $363K <0.01% -20,910 Timeline RFG 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: 6,007 shares; 2024Q4: 6,878 shares; 2025Q1: 6,880 shares; 2025Q2: 6,886 shares; 2025Q3: 6,888 shares; 2025Q4: 6,889 shares 6,889 $361K <0.01% +1 Timeline IDRV 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: 7,342 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,393 shares; 2025Q3: 9,393 shares; 2025Q4: 9,486 shares 9,486 $360K <0.01% +93 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,982 shares; 2025Q1: not reported; 2025Q2: 3,381 shares; 2025Q3: 3,426 shares; 2025Q4: 4,838 shares 4,838 $359K <0.01% +1,412 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 7,385 shares; 2025Q1: 9,513 shares; 2025Q2: 18,757 shares; 2025Q3: 17,150 shares; 2025Q4: 7,143 shares 7,143 $359K <0.01% -10,007 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,461 shares; 2025Q4: 3,009 shares 3,009 $357K <0.01% +548 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,734 shares 4,734 $354K <0.01% new Timeline ONLN 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: 10,291 shares; 2024Q4: 7,209 shares; 2025Q1: 6,484 shares; 2025Q2: 6,485 shares; 2025Q3: 6,138 shares; 2025Q4: 5,982 shares 5,982 $354K <0.01% -156 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,837 shares; 2025Q2: 1,235 shares; 2025Q3: 1,568 shares; 2025Q4: 1,918 shares 1,918 $354K <0.01% +350 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 4,093 shares; 2025Q1: 3,630 shares; 2025Q2: 4,421 shares; 2025Q3: 3,550 shares; 2025Q4: 2,594 shares 2,594 $353K <0.01% -956 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,397 shares; 2025Q4: 9,116 shares 9,116 $353K <0.01% -281 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,202 shares 2,202 $352K <0.01% new Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 12,052 shares; 2025Q2: 15,444 shares; 2025Q3: 15,862 shares; 2025Q4: 14,870 shares 14,870 $351K <0.01% -992 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,837 shares; 2025Q2: 2,445 shares; 2025Q3: 2,435 shares; 2025Q4: 2,563 shares 2,563 $350K <0.01% +128 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,759 shares 6,759 $350K <0.01% new Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,990 shares; 2025Q3: 9,995 shares; 2025Q4: 10,606 shares 10,606 $349K <0.01% +611 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,168 shares; 2025Q3: 10,851 shares; 2025Q4: 12,523 shares 12,523 $349K <0.01% +1,672 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,563 shares 4,563 $349K <0.01% new Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,655 shares; 2025Q4: 31,280 shares 31,280 $348K <0.01% +7,625 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,569 shares; 2025Q3: 23,464 shares; 2025Q4: 22,946 shares 22,946 $348K <0.01% -518 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,445 shares; 2025Q1: 6,906 shares; 2025Q2: 6,506 shares; 2025Q3: 6,422 shares; 2025Q4: 6,811 shares 6,811 $346K <0.01% +389 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: 2,636 shares; 2025Q1: 2,639 shares; 2025Q2: 2,639 shares; 2025Q3: 3,448 shares; 2025Q4: 3,882 shares 3,882 $346K <0.01% +434 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,715 shares; 2025Q2: 3,141 shares; 2025Q3: 6,188 shares; 2025Q4: 3,540 shares 3,540 $346K <0.01% -2,648 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 4,138 shares; 2025Q4: 5,868 shares 5,868 $345K <0.01% +1,730 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,708 shares; 2024Q4: 20,231 shares; 2025Q1: 58,852 shares; 2025Q2: 78,690 shares; 2025Q3: 78,646 shares; 2025Q4: 78,727 shares 78,727 $345K <0.01% +81 Timeline WTPI 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: 10,403 shares; 2025Q3: 10,403 shares; 2025Q4: 10,403 shares 10,403 $344K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,188 shares; 2025Q1: not reported; 2025Q2: 4,592 shares; 2025Q3: 5,082 shares; 2025Q4: 5,270 shares 5,270 $343K <0.01% +188 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,383 shares 2,383 $342K <0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,192 shares; 2025Q1: 1,406 shares; 2025Q2: 1,344 shares; 2025Q3: 1,316 shares; 2025Q4: 1,419 shares 1,419 $342K <0.01% +103 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,278 shares; 2025Q2: 11,524 shares; 2025Q3: 11,406 shares; 2025Q4: 15,594 shares 15,594 $342K <0.01% +4,188 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,866 shares 8,866 $341K <0.01% new Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,407 shares; 2025Q3: 3,534 shares; 2025Q4: 3,603 shares 3,603 $339K <0.01% +69 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,494 shares; 2024Q4: 22,206 shares; 2025Q1: 20,676 shares; 2025Q2: 19,392 shares; 2025Q3: 6,401 shares; 2025Q4: 3,280 shares 3,280 $338K <0.01% -3,121 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: not reported; 2024Q4: 3,564 shares; 2025Q1: 2,989 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,257 shares 4,257 $337K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,954 shares; 2025Q3: 10,487 shares; 2025Q4: 9,042 shares 9,042 $336K <0.01% -1,445 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,766 shares; 2025Q3: 1,834 shares; 2025Q4: 1,962 shares 1,962 $336K <0.01% +128 Timeline OCTW 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: 9,294 shares; 2025Q3: 8,611 shares; 2025Q4: 8,611 shares 8,611 $336K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,089 shares 4,089 $335K <0.01% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: 4,426 shares; 2025Q3: 4,423 shares; 2025Q4: 4,442 shares 4,442 $335K <0.01% +19 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,969 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,181 shares; 2025Q4: 2,996 shares 2,996 $335K <0.01% -185 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,227 shares; 2024Q4: 4,183 shares; 2025Q1: 6,159 shares; 2025Q2: 3,956 shares; 2025Q3: 4,019 shares; 2025Q4: 3,405 shares 3,405 $335K <0.01% -614 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,817 shares; 2025Q2: 8,514 shares; 2025Q3: 8,553 shares; 2025Q4: 10,112 shares 10,112 $334K <0.01% +1,559 Timeline PULS 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: 15,829 shares; 2024Q4: 19,899 shares; 2025Q1: 42,358 shares; 2025Q2: 17,407 shares; 2025Q3: 7,214 shares; 2025Q4: 6,725 shares 6,725 $333K <0.01% -489 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,259 shares; 2025Q1: 8,998 shares; 2025Q2: 4,460 shares; 2025Q3: 6,888 shares; 2025Q4: 5,382 shares 5,382 $331K <0.01% -1,506 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,726 shares; 2025Q4: 7,939 shares 7,939 $331K <0.01% +213 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: not reported; 2024Q4: not reported; 2025Q1: 11,504 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,483 shares 7,483 $331K <0.01% new Timeline HELO 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: not reported; 2025Q1: not reported; 2025Q2: 4,628 shares; 2025Q3: 4,234 shares; 2025Q4: 4,976 shares 4,976 $331K <0.01% +742 Timeline