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: 1,639 shares; 2024Q4: 1,411 shares; 2025Q1: not reported; 2025Q2: 4,378 shares; 2025Q3: 4,928 shares; 2025Q4: 5,140 shares 5,140 $1.57M 0.03% +212 Timeline IBTG 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: 9,476 shares; 2025Q4: 68,236 shares 68,236 $1.56M 0.03% +58,760 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 5,075 shares; 2025Q1: 7,420 shares; 2025Q2: 9,258 shares; 2025Q3: 11,596 shares; 2025Q4: 19,261 shares 19,261 $1.56M 0.03% +7,665 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 989 shares; 2025Q1: 1,418 shares; 2025Q2: 1,587 shares; 2025Q3: 1,844 shares; 2025Q4: 2,571 shares 2,571 $1.56M 0.03% +727 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,981 shares; 2025Q1: 4,770 shares; 2025Q2: 3,567 shares; 2025Q3: 4,242 shares; 2025Q4: 5,395 shares 5,395 $1.55M 0.03% +1,153 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,785 shares; 2024Q4: 31,596 shares; 2025Q1: 29,119 shares; 2025Q2: 30,670 shares; 2025Q3: 33,549 shares; 2025Q4: 33,095 shares 33,095 $1.55M 0.03% -454 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,378 shares; 2024Q4: 45,237 shares; 2025Q1: 44,050 shares; 2025Q2: 38,340 shares; 2025Q3: 34,064 shares; 2025Q4: 22,206 shares 22,206 $1.54M 0.03% -11,858 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 6,452 shares; 2025Q1: 10,038 shares; 2025Q2: 6,925 shares; 2025Q3: 9,335 shares; 2025Q4: 11,948 shares 11,948 $1.54M 0.03% +2,613 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 10,287 shares; 2025Q1: 9,989 shares; 2025Q2: 13,090 shares; 2025Q3: 19,783 shares; 2025Q4: 20,891 shares 20,891 $1.54M 0.03% +1,108 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 5,820 shares; 2025Q1: 7,010 shares; 2025Q2: 48,698 shares; 2025Q3: 52,671 shares; 2025Q4: 38,343 shares 38,343 $1.54M 0.03% -14,328 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,333 shares; 2025Q1: 7,510 shares; 2025Q2: 7,732 shares; 2025Q3: 9,574 shares; 2025Q4: 8,289 shares 8,289 $1.54M 0.03% -1,285 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,213 shares; 2025Q1: 2,133 shares; 2025Q2: 2,254 shares; 2025Q3: 2,604 shares; 2025Q4: 2,550 shares 2,550 $1.54M 0.03% -54 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,187 shares; 2024Q4: 10,995 shares; 2025Q1: 6,276 shares; 2025Q2: 9,046 shares; 2025Q3: 10,354 shares; 2025Q4: 12,203 shares 12,203 $1.54M 0.03% +1,849 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD 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: 54,988 shares; 2025Q2: 54,464 shares; 2025Q3: 54,756 shares; 2025Q4: 51,881 shares 51,881 $1.54M 0.03% -2,875 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 16,299 shares; 2025Q1: 20,888 shares; 2025Q2: 21,917 shares; 2025Q3: 25,423 shares; 2025Q4: 30,182 shares 30,182 $1.53M 0.03% +4,759 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 5,295 shares; 2025Q1: 8,229 shares; 2025Q2: 8,914 shares; 2025Q3: 10,124 shares; 2025Q4: 10,844 shares 10,844 $1.53M 0.03% +720 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,933 shares; 2024Q4: 14,500 shares; 2025Q1: 15,193 shares; 2025Q2: 19,980 shares; 2025Q3: 43,086 shares; 2025Q4: 43,426 shares 43,426 $1.52M 0.03% +340 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,628 shares; 2025Q1: 1,391 shares; 2025Q2: 1,736 shares; 2025Q3: 4,543 shares; 2025Q4: 7,077 shares 7,077 $1.52M 0.03% +2,534 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 8,022 shares; 2025Q1: 2,210 shares; 2025Q2: 2,634 shares; 2025Q3: 18,981 shares; 2025Q4: 11,185 shares 11,185 $1.51M 0.03% -7,796 Timeline IWP 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: 4,247 shares; 2024Q4: 4,125 shares; 2025Q1: 3,181 shares; 2025Q2: 3,134 shares; 2025Q3: 3,439 shares; 2025Q4: 11,036 shares 11,036 $1.51M 0.03% +7,597 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 782 shares; 2025Q1: 1,188 shares; 2025Q2: 4,123 shares; 2025Q3: 3,361 shares; 2025Q4: 3,392 shares 3,392 $1.51M 0.03% +31 Timeline INMU 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: 20,744 shares; 2025Q4: 62,643 shares 62,643 $1.51M 0.03% +41,899 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 6,733 shares; 2025Q1: 6,934 shares; 2025Q2: 7,390 shares; 2025Q3: 28,633 shares; 2025Q4: 18,737 shares 18,737 $1.5M 0.03% -9,896 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 2,290 shares; 2025Q1: 2,224 shares; 2025Q2: 1,630 shares; 2025Q3: 2,160 shares; 2025Q4: 8,061 shares 8,061 $1.5M 0.03% +5,901 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,308 shares; 2024Q4: 11,449 shares; 2025Q1: 11,593 shares; 2025Q2: 12,436 shares; 2025Q3: 11,855 shares; 2025Q4: 11,598 shares 11,598 $1.49M 0.03% -257 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,988 shares; 2024Q4: 38,897 shares; 2025Q1: 41,473 shares; 2025Q2: 21,251 shares; 2025Q3: 3,280 shares; 2025Q4: 14,562 shares 14,562 $1.49M 0.03% +11,282 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,507 shares; 2025Q1: 10,260 shares; 2025Q2: 10,526 shares; 2025Q3: 13,754 shares; 2025Q4: 15,136 shares 15,136 $1.49M 0.03% +1,382 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: 3,023 shares; 2025Q1: 7,917 shares; 2025Q2: 7,512 shares; 2025Q3: 11,156 shares; 2025Q4: 10,723 shares 10,723 $1.48M 0.03% -433 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,109 shares; 2024Q4: 25,336 shares; 2025Q1: 25,107 shares; 2025Q2: 23,903 shares; 2025Q3: 15,500 shares; 2025Q4: 19,126 shares 19,126 $1.48M 0.03% +3,626 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,099 shares; 2024Q4: 15,385 shares; 2025Q1: 3,814 shares; 2025Q2: 13,116 shares; 2025Q3: 11,728 shares; 2025Q4: 25,546 shares 25,546 $1.48M 0.03% +13,818 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 6,745 shares; 2025Q1: 4,072 shares; 2025Q2: 2,884 shares; 2025Q3: 5,122 shares; 2025Q4: 5,997 shares 5,997 $1.48M 0.03% +875 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: 3,696 shares; 2025Q2: 5,460 shares; 2025Q3: 6,028 shares; 2025Q4: 8,563 shares 8,563 $1.45M 0.03% +2,535 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 3,924 shares; 2025Q1: 4,474 shares; 2025Q2: 4,334 shares; 2025Q3: 4,851 shares; 2025Q4: 4,993 shares 4,993 $1.44M 0.03% +142 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,324 shares; 2025Q3: 20,915 shares; 2025Q4: 20,503 shares 20,503 $1.43M 0.03% -412 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 18,510 shares; 2025Q1: 19,402 shares; 2025Q2: 16,628 shares; 2025Q3: 20,306 shares; 2025Q4: 14,985 shares 14,985 $1.43M 0.03% -5,321 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,776 shares; 2024Q4: 15,695 shares; 2025Q1: 21,040 shares; 2025Q2: 22,688 shares; 2025Q3: 26,119 shares; 2025Q4: 26,514 shares 26,514 $1.43M 0.03% +395 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,269 shares; 2024Q4: 47,308 shares; 2025Q1: 52,234 shares; 2025Q2: 91,275 shares; 2025Q3: 105,395 shares; 2025Q4: 108,669 shares 108,669 $1.43M 0.03% +3,274 Timeline FCAL 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: 8,100 shares; 2024Q4: 13,600 shares; 2025Q1: 14,280 shares; 2025Q2: 34,875 shares; 2025Q3: 29,875 shares; 2025Q4: 28,875 shares 28,875 $1.42M 0.03% -1,000 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,913 shares; 2024Q4: 20,319 shares; 2025Q1: 19,305 shares; 2025Q2: 19,459 shares; 2025Q3: 18,011 shares; 2025Q4: 15,361 shares 15,361 $1.42M 0.03% -2,650 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,236 shares; 2025Q1: 3,914 shares; 2025Q2: 4,063 shares; 2025Q3: 4,695 shares; 2025Q4: 5,045 shares 5,045 $1.41M 0.03% +350 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,596 shares; 2024Q4: 15,368 shares; 2025Q1: 17,454 shares; 2025Q2: 19,791 shares; 2025Q3: 19,274 shares; 2025Q4: 15,860 shares 15,860 $1.4M 0.03% -3,414 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,450 shares; 2024Q4: 12,450 shares; 2025Q1: 12,450 shares; 2025Q2: 12,450 shares; 2025Q3: 28,075 shares; 2025Q4: 29,595 shares 29,595 $1.39M 0.03% +1,520 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: 5,289 shares; 2024Q4: 5,322 shares; 2025Q1: 5,065 shares; 2025Q2: 5,449 shares; 2025Q3: 5,222 shares; 2025Q4: 5,157 shares 5,157 $1.39M 0.03% -65 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC 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: 22,382 shares; 2025Q2: 30,724 shares; 2025Q3: 34,526 shares; 2025Q4: 41,351 shares 41,351 $1.38M 0.03% +6,825 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,008 shares; 2024Q4: 30,066 shares; 2025Q1: 29,851 shares; 2025Q2: 30,307 shares; 2025Q3: 32,326 shares; 2025Q4: 39,626 shares 39,626 $1.38M 0.03% +7,300 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,798 shares; 2024Q4: not reported; 2025Q1: 10,888 shares; 2025Q2: 15,027 shares; 2025Q3: 17,647 shares; 2025Q4: 59,625 shares 59,625 $1.37M 0.03% +41,978 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 10,290 shares; 2025Q1: 9,856 shares; 2025Q2: 8,240 shares; 2025Q3: 9,103 shares; 2025Q4: 8,783 shares 8,783 $1.36M 0.03% -320 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,865 shares; 2025Q4: 10,956 shares 10,956 $1.36M 0.03% +4,091 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,222 shares; 2024Q4: 11,534 shares; 2025Q1: 14,711 shares; 2025Q2: 13,289 shares; 2025Q3: 11,373 shares; 2025Q4: 15,618 shares 15,618 $1.36M 0.03% +4,245 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,577 shares; 2024Q4: 32,171 shares; 2025Q1: 31,068 shares; 2025Q2: 32,571 shares; 2025Q3: 14,679 shares; 2025Q4: 23,129 shares 23,129 $1.36M 0.03% +8,450 Timeline WCMI 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: 79,544 shares 79,544 $1.35M 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,713 shares; 2025Q1: 2,704 shares; 2025Q2: 2,782 shares; 2025Q3: 2,743 shares; 2025Q4: 2,814 shares 2,814 $1.35M 0.03% +71 Timeline BALT 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: 48,001 shares; 2024Q4: 46,121 shares; 2025Q1: 44,121 shares; 2025Q2: 43,921 shares; 2025Q3: 43,521 shares; 2025Q4: 40,321 shares 40,321 $1.35M 0.03% -3,200 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 11,195 shares; 2025Q1: 8,706 shares; 2025Q2: 6,393 shares; 2025Q3: 8,396 shares; 2025Q4: 11,002 shares 11,002 $1.35M 0.03% +2,606 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,538 shares; 2025Q4: 9,647 shares 9,647 $1.35M 0.03% +109 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,659 shares; 2025Q1: 20,116 shares; 2025Q2: 15,923 shares; 2025Q3: 16,677 shares; 2025Q4: 19,436 shares 19,436 $1.34M 0.03% +2,759 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,224 shares 35,224 $1.33M 0.03% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,665 shares; 2024Q4: 18,070 shares; 2025Q1: 21,650 shares; 2025Q2: 20,841 shares; 2025Q3: 21,791 shares; 2025Q4: 21,258 shares 21,258 $1.33M 0.03% -533 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,822 shares; 2024Q4: 41,264 shares; 2025Q1: 43,225 shares; 2025Q2: 22,454 shares; 2025Q3: 20,145 shares; 2025Q4: 20,124 shares 20,124 $1.32M 0.03% -21 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG 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: 8,147 shares; 2025Q3: 8,234 shares; 2025Q4: 8,113 shares 8,113 $1.31M 0.03% -121 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,167 shares 58,167 $1.31M 0.03% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 23,982 shares; 2025Q1: 21,293 shares; 2025Q2: 19,623 shares; 2025Q3: 16,885 shares; 2025Q4: 17,352 shares 17,352 $1.31M 0.03% +467 Timeline POCT 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: 29,711 shares 29,711 $1.3M 0.03% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 6,457 shares; 2025Q2: 16,153 shares; 2025Q3: 17,392 shares; 2025Q4: 17,479 shares 17,479 $1.3M 0.03% +87 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,285 shares; 2024Q4: 39,187 shares; 2025Q1: 38,694 shares; 2025Q2: 44,716 shares; 2025Q3: 54,398 shares; 2025Q4: 55,524 shares 55,524 $1.3M 0.03% +1,126 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,263 shares; 2025Q2: 23,601 shares; 2025Q3: 22,361 shares; 2025Q4: 30,528 shares 30,528 $1.3M 0.03% +8,167 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: 2,603 shares; 2024Q4: 2,372 shares; 2025Q1: 2,098 shares; 2025Q2: 12,542 shares; 2025Q3: 12,644 shares; 2025Q4: 12,300 shares 12,300 $1.28M 0.03% -344 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 11,941 shares; 2025Q1: 13,183 shares; 2025Q2: 13,259 shares; 2025Q3: 12,875 shares; 2025Q4: 13,181 shares 13,181 $1.28M 0.03% +306 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: 33,745 shares; 2025Q3: 28,545 shares; 2025Q4: 29,354 shares 29,354 $1.27M 0.03% +809 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686 shares; 2024Q4: 609 shares; 2025Q1: 425 shares; 2025Q2: 651 shares; 2025Q3: 842 shares; 2025Q4: 1,393 shares 1,393 $1.26M 0.03% +551 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: 16,509 shares; 2024Q4: 14,191 shares; 2025Q1: 14,287 shares; 2025Q2: 17,920 shares; 2025Q3: 18,703 shares; 2025Q4: 20,537 shares 20,537 $1.26M 0.03% +1,834 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,843 shares; 2024Q4: 14,818 shares; 2025Q1: 14,118 shares; 2025Q2: 12,924 shares; 2025Q3: 12,907 shares; 2025Q4: 13,585 shares 13,585 $1.26M 0.03% +678 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,645 shares; 2024Q4: 74,151 shares; 2025Q1: 74,890 shares; 2025Q2: 73,311 shares; 2025Q3: 53,504 shares; 2025Q4: 45,056 shares 45,056 $1.24M 0.03% -8,448 Timeline SPDW 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: 35,320 shares; 2024Q4: 27,104 shares; 2025Q1: 27,308 shares; 2025Q2: 28,959 shares; 2025Q3: 27,650 shares; 2025Q4: 27,889 shares 27,889 $1.24M 0.03% +239 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,517 shares; 2024Q4: 19,138 shares; 2025Q1: 17,959 shares; 2025Q2: 20,129 shares; 2025Q3: 34,463 shares; 2025Q4: 34,006 shares 34,006 $1.23M 0.03% -457 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,291 shares; 2025Q1: 13,240 shares; 2025Q2: 14,098 shares; 2025Q3: 3,882 shares; 2025Q4: 11,157 shares 11,157 $1.23M 0.03% +7,275 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,646 shares; 2024Q4: 42,898 shares; 2025Q1: 53,126 shares; 2025Q2: 55,769 shares; 2025Q3: 55,856 shares; 2025Q4: 68,069 shares 68,069 $1.23M 0.03% +12,213 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 1,998 shares; 2025Q1: 1,760 shares; 2025Q2: 1,312 shares; 2025Q3: 1,739 shares; 2025Q4: 1,846 shares 1,846 $1.22M 0.02% +107 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,467 shares; 2025Q1: 2,851 shares; 2025Q2: 3,152 shares; 2025Q3: 3,525 shares; 2025Q4: 4,708 shares 4,708 $1.22M 0.02% +1,183 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,512 shares; 2025Q1: 4,511 shares; 2025Q2: 3,146 shares; 2025Q3: 5,946 shares; 2025Q4: 7,386 shares 7,386 $1.21M 0.02% +1,440 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,806 shares; 2024Q4: 9,948 shares; 2025Q1: 7,719 shares; 2025Q2: 9,236 shares; 2025Q3: 10,256 shares; 2025Q4: 7,440 shares 7,440 $1.2M 0.02% -2,816 Timeline REFR RESEARCH FRONTIERS INC More: the full row for RESEARCH FRONTIERS 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: 973,188 shares; 2025Q2: 978,405 shares; 2025Q3: 991,454 shares; 2025Q4: 918,182 shares 918,182 $1.2M 0.02% -73,272 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,442 shares; 2024Q4: 9,621 shares; 2025Q1: 11,139 shares; 2025Q2: 15,104 shares; 2025Q3: 26,338 shares; 2025Q4: 26,754 shares 26,754 $1.2M 0.02% +416 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,405 shares; 2024Q4: 2,599 shares; 2025Q1: 4,625 shares; 2025Q2: 4,151 shares; 2025Q3: 5,339 shares; 2025Q4: 4,337 shares 4,337 $1.19M 0.02% -1,002 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,723 shares; 2025Q1: 3,330 shares; 2025Q2: 1,748 shares; 2025Q3: 1,879 shares; 2025Q4: 2,411 shares 2,411 $1.18M 0.02% +532 Timeline TJUL 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: 72,550 shares; 2024Q4: 72,263 shares; 2025Q1: 66,263 shares; 2025Q2: 64,263 shares; 2025Q3: 64,263 shares; 2025Q4: 39,403 shares 39,403 $1.17M 0.02% -24,860 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,514 shares; 2024Q4: 455,731 shares; 2025Q1: 483,481 shares; 2025Q2: 502,817 shares; 2025Q3: 494,963 shares; 2025Q4: 78,659 shares 78,659 $1.16M 0.02% -416,304 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: 5,901 shares; 2025Q1: 6,149 shares; 2025Q2: 6,941 shares; 2025Q3: 7,625 shares; 2025Q4: 8,199 shares 8,199 $1.16M 0.02% +574 Timeline FSEP 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: 13,501 shares; 2024Q4: 16,777 shares; 2025Q1: 13,302 shares; 2025Q2: 15,199 shares; 2025Q3: 19,182 shares; 2025Q4: 22,470 shares 22,470 $1.16M 0.02% +3,288 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: 14,082 shares; 2024Q4: 21,649 shares; 2025Q1: 18,887 shares; 2025Q2: 29,313 shares; 2025Q3: 38,785 shares; 2025Q4: 28,022 shares 28,022 $1.15M 0.02% -10,763 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: 16,566 shares; 2025Q2: 12,306 shares; 2025Q3: 8,212 shares; 2025Q4: 40,829 shares 40,829 $1.15M 0.02% +32,617 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,883 shares; 2024Q4: 8,954 shares; 2025Q1: 9,951 shares; 2025Q2: 9,711 shares; 2025Q3: 11,736 shares; 2025Q4: 10,376 shares 10,376 $1.14M 0.02% -1,360 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,499 shares; 2025Q1: 5,244 shares; 2025Q2: 6,248 shares; 2025Q3: 11,495 shares; 2025Q4: 9,703 shares 9,703 $1.14M 0.02% -1,792 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,536 shares; 2024Q4: 6,986 shares; 2025Q1: 9,617 shares; 2025Q2: 3,189 shares; 2025Q3: 4,020 shares; 2025Q4: 4,091 shares 4,091 $1.14M 0.02% +71 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: 8,026 shares; 2024Q4: 8,309 shares; 2025Q1: 11,151 shares; 2025Q2: 9,588 shares; 2025Q3: 9,583 shares; 2025Q4: 9,336 shares 9,336 $1.13M 0.02% -247 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: 2,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,581 shares; 2025Q4: 17,820 shares 17,820 $1.13M 0.02% +10,239 Timeline TLTW 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: 49,658 shares 49,658 $1.13M 0.02% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,567 shares; 2024Q4: 34,645 shares; 2025Q1: 34,555 shares; 2025Q2: 33,182 shares; 2025Q3: 35,953 shares; 2025Q4: 42,416 shares 42,416 $1.12M 0.02% +6,463 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 5,973 shares; 2025Q1: 9,384 shares; 2025Q2: 11,072 shares; 2025Q3: 24,190 shares; 2025Q4: 25,611 shares 25,611 $1.12M 0.02% +1,421 Timeline HIMU 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: 6,573 shares; 2025Q4: 22,870 shares 22,870 $1.11M 0.02% +16,297 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 13,609 shares; 2025Q1: 3,384 shares; 2025Q2: 3,370 shares; 2025Q3: 2,848 shares; 2025Q4: 2,632 shares 2,632 $1.11M 0.02% -216 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,470 shares; 2025Q1: 6,366 shares; 2025Q2: 5,880 shares; 2025Q3: 9,199 shares; 2025Q4: 9,463 shares 9,463 $1.11M 0.02% +264 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,109 shares; 2025Q1: 1,365 shares; 2025Q2: 2,022 shares; 2025Q3: 2,796 shares; 2025Q4: 3,258 shares 3,258 $1.11M 0.02% +462 Timeline SNOV 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: not reported; 2025Q4: 44,640 shares 44,640 $1.1M 0.02% new Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,515 shares; 2025Q3: 27,160 shares; 2025Q4: 26,915 shares 26,915 $1.1M 0.02% -245 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 7,449 shares; 2025Q1: 7,923 shares; 2025Q2: 28,951 shares; 2025Q3: 31,007 shares; 2025Q4: 18,775 shares 18,775 $1.1M 0.02% -12,232 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: 3,746 shares; 2025Q3: 3,975 shares; 2025Q4: 3,801 shares 3,801 $1.1M 0.02% -174 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,115 shares 24,115 $1.1M 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,711 shares; 2025Q1: 1,919 shares; 2025Q2: 2,174 shares; 2025Q3: 2,404 shares; 2025Q4: 4,178 shares 4,178 $1.1M 0.02% +1,774 Timeline BUFD 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: 33,913 shares; 2025Q3: 33,418 shares; 2025Q4: 38,757 shares 38,757 $1.09M 0.02% +5,339 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 23,393 shares; 2025Q4: 24,399 shares 24,399 $1.09M 0.02% +1,006 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,798 shares; 2025Q1: 2,760 shares; 2025Q2: 2,721 shares; 2025Q3: 9,565 shares; 2025Q4: 8,393 shares 8,393 $1.08M 0.02% -1,172 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,439 shares; 2024Q4: 5,709 shares; 2025Q1: 5,907 shares; 2025Q2: 9,473 shares; 2025Q3: 9,922 shares; 2025Q4: 26,830 shares 26,830 $1.08M 0.02% +16,908 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,961 shares; 2024Q4: 15,745 shares; 2025Q1: 16,065 shares; 2025Q2: 15,231 shares; 2025Q3: 19,827 shares; 2025Q4: 20,176 shares 20,176 $1.08M 0.02% +349 Timeline CHAT 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: 18,253 shares 18,253 $1.08M 0.02% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,302 shares; 2024Q4: 59,541 shares; 2025Q1: 62,013 shares; 2025Q2: 58,240 shares; 2025Q3: 61,022 shares; 2025Q4: 60,377 shares 60,377 $1.07M 0.02% -645 Timeline FJAN 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: 10,510 shares; 2025Q2: 27,854 shares; 2025Q3: 21,154 shares; 2025Q4: 20,729 shares 20,729 $1.07M 0.02% -425 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: 5,332 shares; 2025Q4: 12,666 shares 12,666 $1.07M 0.02% +7,334 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,938 shares; 2025Q1: 8,949 shares; 2025Q2: 13,548 shares; 2025Q3: 13,201 shares; 2025Q4: 10,098 shares 10,098 $1.07M 0.02% -3,103 Timeline IWB 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: 4,659 shares; 2024Q4: 3,542 shares; 2025Q1: 3,454 shares; 2025Q2: 3,173 shares; 2025Q3: 2,782 shares; 2025Q4: 2,849 shares 2,849 $1.06M 0.02% +67 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: not reported; 2025Q1: 8,195 shares; 2025Q2: 16,634 shares; 2025Q3: 21,914 shares; 2025Q4: 29,030 shares 29,030 $1.06M 0.02% +7,116 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 7,810 shares; 2025Q1: 7,173 shares; 2025Q2: 6,389 shares; 2025Q3: 3,915 shares; 2025Q4: 3,693 shares 3,693 $1.06M 0.02% -222 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 5,742 shares; 2025Q1: 1,779 shares; 2025Q2: 1,822 shares; 2025Q3: 2,150 shares; 2025Q4: 2,335 shares 2,335 $1.06M 0.02% +185 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,463 shares; 2024Q4: 8,081 shares; 2025Q1: 5,096 shares; 2025Q2: 5,760 shares; 2025Q3: 5,195 shares; 2025Q4: 5,194 shares 5,194 $1.05M 0.02% -1 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,611 shares; 2025Q4: 38,817 shares 38,817 $1.05M 0.02% +17,206 Timeline IBDR 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: 26,541 shares; 2025Q2: 27,569 shares; 2025Q3: not reported; 2025Q4: 43,411 shares 43,411 $1.05M 0.02% new Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,002 shares; 2024Q4: 12,552 shares; 2025Q1: 6,481 shares; 2025Q2: 8,524 shares; 2025Q3: 10,806 shares; 2025Q4: 10,898 shares 10,898 $1.05M 0.02% +92 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 16,027 shares; 2025Q1: 14,025 shares; 2025Q2: 17,370 shares; 2025Q3: 18,267 shares; 2025Q4: 23,638 shares 23,638 $1.04M 0.02% +5,371 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,751 shares; 2025Q1: 14,966 shares; 2025Q2: 16,383 shares; 2025Q3: 17,083 shares; 2025Q4: 18,490 shares 18,490 $1.04M 0.02% +1,407 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 7,031 shares; 2025Q2: 7,342 shares; 2025Q3: 7,506 shares; 2025Q4: 21,869 shares 21,869 $1.04M 0.02% +14,363 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 13,436 shares; 2025Q1: 18,922 shares; 2025Q2: 16,512 shares; 2025Q3: 18,119 shares; 2025Q4: 21,189 shares 21,189 $1.04M 0.02% +3,070 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 2,419 shares; 2025Q1: 3,749 shares; 2025Q2: 3,448 shares; 2025Q3: 3,771 shares; 2025Q4: 4,563 shares 4,563 $1.04M 0.02% +792 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,057 shares; 2024Q4: 31,217 shares; 2025Q1: 30,415 shares; 2025Q2: 24,880 shares; 2025Q3: 18,678 shares; 2025Q4: 18,015 shares 18,015 $1.04M 0.02% -663 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares; 2025Q4: 29,929 shares 29,929 $1.04M 0.02% +17,777 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,189 shares; 2024Q4: 12,291 shares; 2025Q1: 11,413 shares; 2025Q2: 9,646 shares; 2025Q3: 6,987 shares; 2025Q4: 9,181 shares 9,181 $1.03M 0.02% +2,194 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,636 shares; 2024Q4: 10,668 shares; 2025Q1: 10,798 shares; 2025Q2: 10,590 shares; 2025Q3: 11,586 shares; 2025Q4: 25,498 shares 25,498 $1.03M 0.02% +13,912 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: 801 shares; 2024Q4: 857 shares; 2025Q1: 560 shares; 2025Q2: 573 shares; 2025Q3: 528 shares; 2025Q4: 476 shares 476 $1.02M 0.02% -52 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 643 shares; 2025Q1: 922 shares; 2025Q2: 1,024 shares; 2025Q3: 1,755 shares; 2025Q4: 2,001 shares 2,001 $1.02M 0.02% +246 Timeline FMAR 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: 7,613 shares; 2024Q4: 7,227 shares; 2025Q1: 7,867 shares; 2025Q2: 22,198 shares; 2025Q3: 21,561 shares; 2025Q4: 21,497 shares 21,497 $1.02M 0.02% -64 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,443 shares; 2025Q1: 6,443 shares; 2025Q2: 28,718 shares; 2025Q3: 23,175 shares; 2025Q4: 22,903 shares 22,903 $1.02M 0.02% -272 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 5,892 shares; 2025Q1: 3,516 shares; 2025Q2: 5,137 shares; 2025Q3: 5,972 shares; 2025Q4: 6,376 shares 6,376 $1.02M 0.02% +404 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,965 shares; 2025Q1: 2,066 shares; 2025Q2: not reported; 2025Q3: 10,764 shares; 2025Q4: 9,875 shares 9,875 $1.01M 0.02% -889 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,708 shares; 2025Q4: 25,461 shares 25,461 $1.01M 0.02% -247 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: 3,649 shares; 2024Q4: 11,616 shares; 2025Q1: 11,598 shares; 2025Q2: 10,796 shares; 2025Q3: 11,266 shares; 2025Q4: 11,391 shares 11,391 $996K 0.02% +125 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 9,331 shares; 2025Q1: 7,618 shares; 2025Q2: 7,546 shares; 2025Q3: 11,184 shares; 2025Q4: 11,610 shares 11,610 $993K 0.02% +426 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,569 shares 10,569 $993K 0.02% new 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: 7,882 shares; 2024Q4: 19,249 shares; 2025Q1: 24,649 shares; 2025Q2: 21,050 shares; 2025Q3: 17,905 shares; 2025Q4: 18,526 shares 18,526 $993K 0.02% +621 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,042 shares; 2025Q2: 15,867 shares; 2025Q3: 18,408 shares; 2025Q4: 21,466 shares 21,466 $992K 0.02% +3,058 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: not reported; 2025Q1: 1,785 shares; 2025Q2: 3,186 shares; 2025Q3: 4,258 shares; 2025Q4: 4,321 shares 4,321 $977K 0.02% +63 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 780 shares; 2025Q1: 988 shares; 2025Q2: 1,472 shares; 2025Q3: 1,532 shares; 2025Q4: 1,045 shares 1,045 $975K 0.02% -487 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,599 shares; 2024Q4: 338,198 shares; 2025Q1: 71,652 shares; 2025Q2: 69,935 shares; 2025Q3: 51,496 shares; 2025Q4: 48,951 shares 48,951 $973K 0.02% -2,545 Timeline FJUN 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: 26,124 shares; 2024Q4: 6,376 shares; 2025Q1: 6,134 shares; 2025Q2: 16,967 shares; 2025Q3: 16,969 shares; 2025Q4: 16,968 shares 16,968 $968K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,399 shares; 2025Q4: 14,088 shares 14,088 $965K 0.02% +1,689 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,467 shares; 2024Q4: 7,705 shares; 2025Q1: 7,207 shares; 2025Q2: 9,438 shares; 2025Q3: 9,559 shares; 2025Q4: 9,105 shares 9,105 $956K 0.02% -454 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,114 shares; 2025Q4: 8,338 shares 8,338 $956K 0.02% +4,224 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,936 shares; 2025Q4: 19,758 shares 19,758 $947K 0.02% +2,822 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,472 shares; 2024Q4: 20,643 shares; 2025Q1: 27,684 shares; 2025Q2: 20,333 shares; 2025Q3: 23,142 shares; 2025Q4: 24,633 shares 24,633 $945K 0.02% +1,491 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,980 shares; 2024Q4: 27,692 shares; 2025Q1: 38,554 shares; 2025Q2: 50,537 shares; 2025Q3: 41,898 shares; 2025Q4: 44,702 shares 44,702 $939K 0.02% +2,804 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,303 shares; 2024Q4: 13,433 shares; 2025Q1: 13,808 shares; 2025Q2: 20,328 shares; 2025Q3: 21,755 shares; 2025Q4: 22,318 shares 22,318 $932K 0.02% +563 Timeline DDEC 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: not reported; 2025Q4: 20,667 shares 20,667 $932K 0.02% new Timeline JSMD 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: not reported; 2025Q3: 10,486 shares; 2025Q4: 11,403 shares 11,403 $930K 0.02% +917 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,013 shares; 2024Q4: 7,259 shares; 2025Q1: 5,675 shares; 2025Q2: 5,706 shares; 2025Q3: 6,768 shares; 2025Q4: 7,488 shares 7,488 $921K 0.02% +720 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,193 shares; 2025Q1: 4,288 shares; 2025Q2: 3,352 shares; 2025Q3: 3,811 shares; 2025Q4: 3,729 shares 3,729 $918K 0.02% -82 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,372 shares; 2024Q4: 5,167 shares; 2025Q1: 9,220 shares; 2025Q2: 11,715 shares; 2025Q3: 12,447 shares; 2025Q4: 12,711 shares 12,711 $915K 0.02% +264 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,414 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,101 shares; 2025Q4: 2,670 shares 2,670 $908K 0.02% +569 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 13,307 shares; 2025Q1: 8,641 shares; 2025Q2: 8,868 shares; 2025Q3: 8,899 shares; 2025Q4: 14,853 shares 14,853 $908K 0.02% +5,954 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: 3,194 shares; 2025Q3: 3,090 shares; 2025Q4: 3,055 shares 3,055 $903K 0.02% -35 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,678 shares; 2024Q4: 8,128 shares; 2025Q1: 8,158 shares; 2025Q2: 8,278 shares; 2025Q3: 14,530 shares; 2025Q4: 15,314 shares 15,314 $897K 0.02% +784 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,415 shares; 2025Q4: 5,564 shares 5,564 $895K 0.02% +149 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,608 shares; 2025Q3: 10,113 shares; 2025Q4: 10,672 shares 10,672 $893K 0.02% +559 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,413 shares; 2025Q3: 9,774 shares; 2025Q4: 36,528 shares 36,528 $892K 0.02% +26,754 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 4,086 shares; 2025Q1: 5,462 shares; 2025Q2: 6,651 shares; 2025Q3: 5,713 shares; 2025Q4: 6,081 shares 6,081 $891K 0.02% +368 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,697 shares; 2025Q1: 2,026 shares; 2025Q2: 1,921 shares; 2025Q3: 2,677 shares; 2025Q4: 2,523 shares 2,523 $890K 0.02% -154 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,659 shares; 2024Q4: 20,297 shares; 2025Q1: 21,397 shares; 2025Q2: 21,350 shares; 2025Q3: 22,847 shares; 2025Q4: 19,317 shares 19,317 $890K 0.02% -3,530 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,633 shares; 2024Q4: 19,959 shares; 2025Q1: 11,002 shares; 2025Q2: 10,762 shares; 2025Q3: 10,777 shares; 2025Q4: 10,785 shares 10,785 $890K 0.02% +8 Timeline SJNK 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: 100,955 shares; 2024Q4: 234,474 shares; 2025Q1: 66,194 shares; 2025Q2: 70,285 shares; 2025Q3: 82,606 shares; 2025Q4: 35,085 shares 35,085 $888K 0.02% -47,521 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,948 shares; 2024Q4: 15,212 shares; 2025Q1: 14,118 shares; 2025Q2: 14,854 shares; 2025Q3: 20,166 shares; 2025Q4: 8,805 shares 8,805 $888K 0.02% -11,361 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 20,473 shares; 2025Q1: 16,495 shares; 2025Q2: 15,676 shares; 2025Q3: 18,020 shares; 2025Q4: 32,344 shares 32,344 $877K 0.02% +14,324 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: not reported; 2024Q4: 16,894 shares; 2025Q1: 16,586 shares; 2025Q2: 15,736 shares; 2025Q3: 5,996 shares; 2025Q4: 6,026 shares 6,026 $872K 0.02% +30 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 5,359 shares; 2025Q1: 5,897 shares; 2025Q2: 6,473 shares; 2025Q3: 7,566 shares; 2025Q4: 7,652 shares 7,652 $864K 0.02% +86 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 5,156 shares; 2025Q1: 4,272 shares; 2025Q2: 3,582 shares; 2025Q3: 4,118 shares; 2025Q4: 4,462 shares 4,462 $864K 0.02% +344 Timeline DUHP 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: 16,304 shares; 2024Q4: 16,587 shares; 2025Q1: 18,112 shares; 2025Q2: 16,747 shares; 2025Q3: 21,191 shares; 2025Q4: 22,603 shares 22,603 $860K 0.02% +1,412 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,085 shares; 2024Q4: 12,262 shares; 2025Q1: 15,197 shares; 2025Q2: 21,094 shares; 2025Q3: 24,833 shares; 2025Q4: 30,376 shares 30,376 $858K 0.02% +5,543 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,434 shares; 2024Q4: 14,928 shares; 2025Q1: 12,766 shares; 2025Q2: 14,006 shares; 2025Q3: 23,401 shares; 2025Q4: 20,811 shares 20,811 $856K 0.02% -2,590 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,201 shares 34,201 $856K 0.02% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 7,734 shares; 2025Q1: 7,364 shares; 2025Q2: 12,920 shares; 2025Q3: 12,022 shares; 2025Q4: 12,280 shares 12,280 $852K 0.02% +258 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,943 shares; 2025Q1: 8,544 shares; 2025Q2: 8,717 shares; 2025Q3: 10,270 shares; 2025Q4: 10,707 shares 10,707 $845K 0.02% +437 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 7,180 shares; 2025Q1: 5,254 shares; 2025Q2: 5,168 shares; 2025Q3: 9,071 shares; 2025Q4: 9,938 shares 9,938 $844K 0.02% +867 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,738 shares; 2025Q4: 16,609 shares 16,609 $832K 0.02% +871 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,053 shares; 2025Q1: 3,056 shares; 2025Q2: 4,703 shares; 2025Q3: 8,740 shares; 2025Q4: 9,253 shares 9,253 $827K 0.02% +513 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,695 shares; 2024Q4: 37,559 shares; 2025Q1: 20,927 shares; 2025Q2: 20,229 shares; 2025Q3: 21,817 shares; 2025Q4: 6,920 shares 6,920 $826K 0.02% -14,897 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 7,641 shares; 2025Q1: 7,795 shares; 2025Q2: 8,304 shares; 2025Q3: 9,835 shares; 2025Q4: 12,188 shares 12,188 $817K 0.02% +2,353 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 10,293 shares; 2025Q1: 8,655 shares; 2025Q2: 7,197 shares; 2025Q3: 8,392 shares; 2025Q4: 8,321 shares 8,321 $813K 0.02% -71 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,159 shares; 2025Q1: 4,066 shares; 2025Q2: 7,679 shares; 2025Q3: 9,181 shares; 2025Q4: 8,551 shares 8,551 $813K 0.02% -630 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: not reported; 2025Q3: 1,795 shares; 2025Q4: 7,483 shares 7,483 $813K 0.02% +5,688 Timeline IBDS 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: 22,711 shares; 2025Q2: 24,117 shares; 2025Q3: not reported; 2025Q4: 33,456 shares 33,456 $812K 0.02% new Timeline FLTR 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: 62,012 shares; 2024Q4: 42,655 shares; 2025Q1: 33,379 shares; 2025Q2: 32,987 shares; 2025Q3: 31,865 shares; 2025Q4: 31,865 shares 31,865 $812K 0.02% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,184 shares 18,184 $812K 0.02% new Timeline BBMC 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: 5,819 shares; 2025Q3: 6,812 shares; 2025Q4: 7,589 shares 7,589 $809K 0.02% +777 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,484 shares; 2025Q4: 5,923 shares 5,923 $806K 0.02% +439 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: 8,307 shares; 2024Q4: 8,502 shares; 2025Q1: 8,382 shares; 2025Q2: 8,476 shares; 2025Q3: 8,267 shares; 2025Q4: 8,150 shares 8,150 $803K 0.02% -117 Timeline SII SPROTT INC More: the full row for SPROTT 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: 7,990 shares; 2025Q2: 7,990 shares; 2025Q3: 7,990 shares; 2025Q4: 8,190 shares 8,190 $802K 0.02% +200 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 3,788 shares; 2025Q1: 7,251 shares; 2025Q2: 7,262 shares; 2025Q3: 4,003 shares; 2025Q4: 6,280 shares 6,280 $801K 0.02% +2,277 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,571 shares; 2024Q4: 37,530 shares; 2025Q1: 37,190 shares; 2025Q2: 37,101 shares; 2025Q3: 31,230 shares; 2025Q4: 30,168 shares 30,168 $799K 0.02% -1,062 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: 3,531 shares; 2024Q4: 3,024 shares; 2025Q1: 3,876 shares; 2025Q2: 4,415 shares; 2025Q3: 5,072 shares; 2025Q4: 6,273 shares 6,273 $794K 0.02% +1,201 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,149 shares; 2025Q3: 63,271 shares; 2025Q4: 54,563 shares 54,563 $793K 0.02% -8,708 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,968 shares; 2024Q4: 13,068 shares; 2025Q1: 17,078 shares; 2025Q2: 20,322 shares; 2025Q3: 17,994 shares; 2025Q4: 9,805 shares 9,805 $791K 0.02% -8,189 Timeline IWO 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: 4,287 shares; 2024Q4: 4,900 shares; 2025Q1: 3,249 shares; 2025Q2: 3,226 shares; 2025Q3: 3,276 shares; 2025Q4: 2,442 shares 2,442 $789K 0.02% -834 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,558 shares; 2025Q4: 17,388 shares 17,388 $786K 0.02% +10,830 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,078 shares; 2025Q4: 10,203 shares 10,203 $786K 0.02% +7,125 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 8,102 shares; 2025Q1: 6,564 shares; 2025Q2: 7,083 shares; 2025Q3: 9,584 shares; 2025Q4: 10,247 shares 10,247 $786K 0.02% +663 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,966 shares; 2024Q4: 4,841 shares; 2025Q1: 6,315 shares; 2025Q2: 6,641 shares; 2025Q3: 6,145 shares; 2025Q4: 4,033 shares 4,033 $784K 0.02% -2,112 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: 4,880 shares; 2024Q4: 5,186 shares; 2025Q1: 5,180 shares; 2025Q2: 5,665 shares; 2025Q3: 8,057 shares; 2025Q4: 7,892 shares 7,892 $772K 0.02% -165 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,600 shares; 2025Q4: 15,200 shares 15,200 $767K 0.02% -400 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,613 shares; 2025Q3: 2,501 shares; 2025Q4: 2,257 shares 2,257 $761K 0.02% -244 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,266 shares; 2025Q2: 24,726 shares; 2025Q3: 20,932 shares; 2025Q4: 33,880 shares 33,880 $760K 0.02% +12,948 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,813 shares; 2025Q2: 14,694 shares; 2025Q3: 19,688 shares; 2025Q4: 13,678 shares 13,678 $759K 0.02% -6,010 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,095 shares; 2024Q4: 33,342 shares; 2025Q1: 36,481 shares; 2025Q2: 35,799 shares; 2025Q3: 39,784 shares; 2025Q4: 16,326 shares 16,326 $759K 0.02% -23,458 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: 37,960 shares; 2025Q1: 37,960 shares; 2025Q2: 37,960 shares; 2025Q3: 37,960 shares; 2025Q4: 40,515 shares 40,515 $758K 0.02% +2,555 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,895 shares; 2024Q4: 9,369 shares; 2025Q1: 10,039 shares; 2025Q2: 7,823 shares; 2025Q3: 10,612 shares; 2025Q4: 9,750 shares 9,750 $757K 0.02% -862 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,226 shares; 2024Q4: 26,217 shares; 2025Q1: 10,355 shares; 2025Q2: 6,566 shares; 2025Q3: 15,297 shares; 2025Q4: 14,333 shares 14,333 $751K 0.02% -964 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: 5,158 shares; 2025Q3: 7,007 shares; 2025Q4: 9,681 shares 9,681 $749K 0.02% +2,674 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,233 shares; 2024Q4: 14,968 shares; 2025Q1: 11,283 shares; 2025Q2: 10,420 shares; 2025Q3: 12,186 shares; 2025Q4: 14,171 shares 14,171 $748K 0.02% +1,985 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,881 shares; 2024Q4: 53,668 shares; 2025Q1: 6,888 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,717 shares 13,717 $746K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,349 shares; 2024Q4: 7,207 shares; 2025Q1: 6,927 shares; 2025Q2: 14,351 shares; 2025Q3: 14,940 shares; 2025Q4: 9,436 shares 9,436 $746K 0.02% -5,504 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 5,117 shares; 2025Q1: 4,628 shares; 2025Q2: 5,986 shares; 2025Q3: 5,067 shares; 2025Q4: 5,405 shares 5,405 $745K 0.02% +338 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: 55,693 shares; 2024Q4: 10,095 shares; 2025Q1: 9,679 shares; 2025Q2: 13,993 shares; 2025Q3: 13,993 shares; 2025Q4: 13,921 shares 13,921 $744K 0.02% -72 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,519 shares; 2025Q1: 8,379 shares; 2025Q2: 8,408 shares; 2025Q3: 9,003 shares; 2025Q4: 8,308 shares 8,308 $744K 0.02% -695 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,410 shares; 2024Q4: 17,210 shares; 2025Q1: 17,705 shares; 2025Q2: 17,585 shares; 2025Q3: 12,324 shares; 2025Q4: 12,324 shares 12,324 $744K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 5,335 shares; 2025Q1: 3,084 shares; 2025Q2: 2,737 shares; 2025Q3: 2,517 shares; 2025Q4: 3,045 shares 3,045 $740K 0.02% +528 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 8,768 shares; 2025Q1: 14,512 shares; 2025Q2: 13,910 shares; 2025Q3: 27,866 shares; 2025Q4: 17,389 shares 17,389 $739K 0.02% -10,477 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,618 shares; 2025Q1: 4,131 shares; 2025Q2: 2,725 shares; 2025Q3: 4,401 shares; 2025Q4: 6,167 shares 6,167 $736K 0.02% +1,766 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,136 shares; 2024Q4: 13,561 shares; 2025Q1: 13,674 shares; 2025Q2: 23,049 shares; 2025Q3: 26,853 shares; 2025Q4: 31,503 shares 31,503 $736K 0.02% +4,650 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: 12,709 shares; 2024Q4: 11,868 shares; 2025Q1: 11,382 shares; 2025Q2: 28,209 shares; 2025Q3: 29,178 shares; 2025Q4: 31,639 shares 31,639 $735K 0.02% +2,461 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,352 shares; 2024Q4: 17,089 shares; 2025Q1: 17,167 shares; 2025Q2: 16,055 shares; 2025Q3: 16,136 shares; 2025Q4: 16,523 shares 16,523 $735K 0.01% +387 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: not reported; 2025Q2: 3,280 shares; 2025Q3: 3,953 shares; 2025Q4: 3,524 shares 3,524 $730K 0.01% -429 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: 40,656 shares; 2024Q4: 81,958 shares; 2025Q1: 67,542 shares; 2025Q2: 65,361 shares; 2025Q3: 70,950 shares; 2025Q4: 71,206 shares 71,206 $720K 0.01% +256 Timeline DFAT 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: 12,089 shares; 2024Q4: 12,089 shares; 2025Q1: 12,089 shares; 2025Q2: 12,089 shares; 2025Q3: 12,089 shares; 2025Q4: 12,089 shares 12,089 $720K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,507 shares; 2025Q2: 17,879 shares; 2025Q3: 16,345 shares; 2025Q4: 21,759 shares 21,759 $718K 0.01% +5,414 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 1,264 shares; 2025Q1: 1,271 shares; 2025Q2: 1,279 shares; 2025Q3: 3,495 shares; 2025Q4: 3,552 shares 3,552 $716K 0.01% +57 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: 77,370 shares; 2024Q4: 130,260 shares; 2025Q1: 67,629 shares; 2025Q2: 8,019 shares; 2025Q3: 18,612 shares; 2025Q4: 27,020 shares 27,020 $715K 0.01% +8,408 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,124 shares; 2025Q2: 14,635 shares; 2025Q3: 7,698 shares; 2025Q4: 15,273 shares 15,273 $715K 0.01% +7,575 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,677 shares; 2025Q1: 2,642 shares; 2025Q2: 2,285 shares; 2025Q3: 2,429 shares; 2025Q4: 2,503 shares 2,503 $714K 0.01% +74 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,910 shares; 2024Q4: 22,684 shares; 2025Q1: 20,517 shares; 2025Q2: 21,101 shares; 2025Q3: 21,146 shares; 2025Q4: 21,850 shares 21,850 $714K 0.01% +704 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: not reported; 2025Q1: 1,332 shares; 2025Q2: 2,050 shares; 2025Q3: 2,515 shares; 2025Q4: 2,830 shares 2,830 $710K 0.01% +315 Timeline PPTY 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: 12,786 shares; 2024Q4: 16,303 shares; 2025Q1: 15,945 shares; 2025Q2: 15,789 shares; 2025Q3: 16,765 shares; 2025Q4: 23,455 shares 23,455 $706K 0.01% +6,690 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,974 shares; 2024Q4: 49,957 shares; 2025Q1: 27,532 shares; 2025Q2: 32,708 shares; 2025Q3: 36,465 shares; 2025Q4: 34,165 shares 34,165 $705K 0.01% -2,300 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,972 shares; 2024Q4: 46,881 shares; 2025Q1: 40,455 shares; 2025Q2: 40,241 shares; 2025Q3: 34,880 shares; 2025Q4: 23,746 shares 23,746 $703K 0.01% -11,134 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 5,235 shares; 2025Q1: 6,504 shares; 2025Q2: 6,422 shares; 2025Q3: 7,227 shares; 2025Q4: 7,047 shares 7,047 $700K 0.01% -180 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,881 shares; 2024Q4: 102,195 shares; 2025Q1: 16,358 shares; 2025Q2: 18,316 shares; 2025Q3: 26,398 shares; 2025Q4: 26,676 shares 26,676 $698K 0.01% +278 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,977 shares; 2025Q2: 4,379 shares; 2025Q3: 5,755 shares; 2025Q4: 6,133 shares 6,133 $698K 0.01% +378 Timeline SCHX 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: 9,179 shares; 2024Q4: 29,210 shares; 2025Q1: 32,302 shares; 2025Q2: 28,848 shares; 2025Q3: 26,698 shares; 2025Q4: 25,846 shares 25,846 $696K 0.01% -852 Timeline FOCT 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: 13,317 shares; 2024Q4: 79,651 shares; 2025Q1: 78,507 shares; 2025Q2: 79,486 shares; 2025Q3: 10,526 shares; 2025Q4: 14,190 shares 14,190 $695K 0.01% +3,664 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,420 shares; 2025Q3: 2,821 shares; 2025Q4: 2,522 shares 2,522 $694K 0.01% -299 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: not reported; 2025Q3: 8,510 shares; 2025Q4: 9,148 shares 9,148 $694K 0.01% +638 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 599 shares; 2025Q1: 475 shares; 2025Q2: 471 shares; 2025Q3: 817 shares; 2025Q4: 901 shares 901 $690K 0.01% +84 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,021 shares; 2025Q4: 6,269 shares 6,269 $687K 0.01% +2,248 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,276 shares; 2025Q3: 16,376 shares; 2025Q4: 16,376 shares 16,376 $686K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest 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: 10,410 shares 10,410 $681K 0.01% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,881 shares; 2025Q3: 16,681 shares; 2025Q4: 16,681 shares 16,681 $679K 0.01% 0 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: 5,658 shares; 2024Q4: 7,534 shares; 2025Q1: 4,634 shares; 2025Q2: 4,665 shares; 2025Q3: 8,501 shares; 2025Q4: 8,469 shares 8,469 $678K 0.01% -32 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: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,711 shares 5,711 $678K 0.01% +211 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,718 shares 9,718 $674K 0.01% new 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: 33,655 shares; 2024Q4: 37,771 shares; 2025Q1: 38,986 shares; 2025Q2: 27,477 shares; 2025Q3: 18,270 shares; 2025Q4: 39,078 shares 39,078 $674K 0.01% +20,808 Timeline VIOG 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: not reported; 2024Q4: not reported; 2025Q1: 2,712 shares; 2025Q2: 3,728 shares; 2025Q3: 5,167 shares; 2025Q4: 5,554 shares 5,554 $674K 0.01% +387 Timeline CRVL CORVEL CORP More: the full row for CORVEL 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: 7,002 shares; 2025Q3: 7,390 shares; 2025Q4: 9,952 shares 9,952 $673K 0.01% +2,562 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,152 shares; 2025Q2: 2,866 shares; 2025Q3: 3,185 shares; 2025Q4: 3,974 shares 3,974 $673K 0.01% +789 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 8,196 shares; 2025Q1: 11,526 shares; 2025Q2: 9,849 shares; 2025Q3: 12,189 shares; 2025Q4: 13,408 shares 13,408 $671K 0.01% +1,219 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 379 shares; 2025Q2: 381 shares; 2025Q3: 579 shares; 2025Q4: 797 shares 797 $670K 0.01% +218 Timeline NVDX ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 39,000 shares 39,000 $668K 0.01% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,112 shares; 2024Q4: 31,331 shares; 2025Q1: 51,242 shares; 2025Q2: 55,625 shares; 2025Q3: 50,873 shares; 2025Q4: 56,274 shares 56,274 $667K 0.01% +5,401 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: 3,156 shares; 2024Q4: not reported; 2025Q1: 6,173 shares; 2025Q2: 9,382 shares; 2025Q3: 9,615 shares; 2025Q4: 8,319 shares 8,319 $666K 0.01% -1,296 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: 7,589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 3,593 shares 3,593 $663K 0.01% +33 Timeline PAPR 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: 17,261 shares; 2025Q3: 16,861 shares; 2025Q4: 16,861 shares 16,861 $660K 0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,159 shares; 2025Q1: 44,545 shares; 2025Q2: 42,605 shares; 2025Q3: 42,209 shares; 2025Q4: 40,874 shares 40,874 $658K 0.01% -1,335 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 2,982 shares; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 1,787 shares; 2025Q4: 2,027 shares 2,027 $656K 0.01% +240 Timeline AFMC 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: 10,970 shares; 2025Q2: 10,885 shares; 2025Q3: 8,310 shares; 2025Q4: 18,920 shares 18,920 $652K 0.01% +10,610 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,967 shares 7,967 $651K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 6,576 shares; 2025Q4: 7,423 shares 7,423 $648K 0.01% +847 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,764 shares 8,764 $648K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,794 shares; 2025Q1: 4,347 shares; 2025Q2: 4,009 shares; 2025Q3: 8,785 shares; 2025Q4: 8,767 shares 8,767 $648K 0.01% -18 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: not reported; 2025Q3: not reported; 2025Q4: 19,479 shares 19,479 $647K 0.01% new Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,558 shares; 2025Q4: 12,395 shares 12,395 $645K 0.01% +837 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 4,909 shares; 2025Q1: 4,682 shares; 2025Q2: 4,502 shares; 2025Q3: 4,459 shares; 2025Q4: 5,282 shares 5,282 $644K 0.01% +823 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,910 shares; 2024Q4: 13,935 shares; 2025Q1: 26,960 shares; 2025Q2: 15,400 shares; 2025Q3: 19,342 shares; 2025Q4: 21,086 shares 21,086 $644K 0.01% +1,744 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,731 shares; 2024Q4: 11,067 shares; 2025Q1: 18,196 shares; 2025Q2: 19,523 shares; 2025Q3: 14,885 shares; 2025Q4: 25,273 shares 25,273 $643K 0.01% +10,388 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 8,141 shares; 2025Q1: 6,950 shares; 2025Q2: 5,852 shares; 2025Q3: 7,904 shares; 2025Q4: 7,216 shares 7,216 $641K 0.01% -688 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: 7,669 shares; 2024Q4: 7,116 shares; 2025Q1: 6,753 shares; 2025Q2: 6,449 shares; 2025Q3: 6,512 shares; 2025Q4: 6,775 shares 6,775 $638K 0.01% +263 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,733 shares; 2024Q4: 39,917 shares; 2025Q1: 3,740 shares; 2025Q2: 3,265 shares; 2025Q3: 5,282 shares; 2025Q4: 4,980 shares 4,980 $636K 0.01% -302 Timeline JMEE 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: 15,912 shares; 2024Q4: 15,900 shares; 2025Q1: 7,950 shares; 2025Q2: 8,083 shares; 2025Q3: 7,993 shares; 2025Q4: 9,805 shares 9,805 $631K 0.01% +1,812 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,682 shares 14,682 $630K 0.01% new Timeline SPYH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,402 shares 11,402 $628K 0.01% new Timeline FICS 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: 6,894 shares; 2024Q4: 6,748 shares; 2025Q1: 6,725 shares; 2025Q2: 6,424 shares; 2025Q3: 5,595 shares; 2025Q4: 15,640 shares 15,640 $627K 0.01% +10,045 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: 509 shares; 2024Q4: 676 shares; 2025Q1: 1,010 shares; 2025Q2: 1,405 shares; 2025Q3: 1,511 shares; 2025Q4: 1,602 shares 1,602 $627K 0.01% +91 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 2,552 shares; 2025Q1: 2,435 shares; 2025Q2: 2,797 shares; 2025Q3: 2,992 shares; 2025Q4: 2,849 shares 2,849 $625K 0.01% -143 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: 5,565 shares; 2024Q4: 9,623 shares; 2025Q1: 6,673 shares; 2025Q2: 6,405 shares; 2025Q3: 6,381 shares; 2025Q4: 6,126 shares 6,126 $625K 0.01% -255 Timeline NOVM 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: 18,834 shares; 2025Q3: 18,834 shares; 2025Q4: 18,834 shares 18,834 $619K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 30,897 shares; 2025Q1: 24,454 shares; 2025Q2: 24,095 shares; 2025Q3: 24,848 shares; 2025Q4: 24,173 shares 24,173 $619K 0.01% -675 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 9,815 shares; 2025Q1: 8,299 shares; 2025Q2: 8,068 shares; 2025Q3: 7,888 shares; 2025Q4: 7,744 shares 7,744 $618K 0.01% -144 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 4,960 shares; 2025Q1: 6,289 shares; 2025Q2: 4,080 shares; 2025Q3: 7,528 shares; 2025Q4: 5,862 shares 5,862 $616K 0.01% -1,666 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 277 shares; 2025Q1: 384 shares; 2025Q2: 400 shares; 2025Q3: 414 shares; 2025Q4: 305 shares 305 $614K 0.01% -109 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 2,019 shares; 2025Q1: 2,296 shares; 2025Q2: 2,130 shares; 2025Q3: 2,493 shares; 2025Q4: 2,398 shares 2,398 $614K 0.01% -95 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 11,655 shares; 2025Q2: 14,372 shares; 2025Q3: 14,663 shares; 2025Q4: 25,684 shares 25,684 $614K 0.01% +11,021 Timeline XOP 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: 5,011 shares; 2025Q2: 5,070 shares; 2025Q3: 5,455 shares; 2025Q4: 4,855 shares 4,855 $613K 0.01% -600 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,297 shares; 2025Q1: 7,347 shares; 2025Q2: 7,336 shares; 2025Q3: 7,201 shares; 2025Q4: 15,786 shares 15,786 $611K 0.01% +8,585 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 2,935 shares; 2025Q1: 3,189 shares; 2025Q2: 2,404 shares; 2025Q3: 2,414 shares; 2025Q4: 2,365 shares 2,365 $611K 0.01% -49 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: not reported; 2025Q1: 1,736 shares; 2025Q2: 1,706 shares; 2025Q3: 3,381 shares; 2025Q4: 4,679 shares 4,679 $611K 0.01% +1,298 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 13,769 shares; 2025Q1: 10,549 shares; 2025Q2: 9,767 shares; 2025Q3: 9,467 shares; 2025Q4: 8,793 shares 8,793 $608K 0.01% -674 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,646 shares 2,646 $606K 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,419 shares; 2025Q1: 1,553 shares; 2025Q2: 1,122 shares; 2025Q3: 1,200 shares; 2025Q4: 1,759 shares 1,759 $606K 0.01% +559 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 5,351 shares; 2025Q1: 6,524 shares; 2025Q2: 5,844 shares; 2025Q3: 5,935 shares; 2025Q4: 7,928 shares 7,928 $604K 0.01% +1,993 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,196 shares; 2025Q3: 15,196 shares; 2025Q4: 15,196 shares 15,196 $602K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,055 shares; 2024Q4: 21,172 shares; 2025Q1: 20,857 shares; 2025Q2: 20,072 shares; 2025Q3: 40,955 shares; 2025Q4: 37,387 shares 37,387 $601K 0.01% -3,568 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 1,327 shares; 2025Q3: 1,860 shares; 2025Q4: 1,995 shares 1,995 $601K 0.01% +135 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 1,898 shares; 2025Q1: 3,254 shares; 2025Q2: 3,503 shares; 2025Q3: 4,086 shares; 2025Q4: 4,418 shares 4,418 $601K 0.01% +332 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: 53,160 shares; 2024Q4: 16,543 shares; 2025Q1: 15,358 shares; 2025Q2: 18,631 shares; 2025Q3: 17,274 shares; 2025Q4: 23,912 shares 23,912 $600K 0.01% +6,638 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,441 shares; 2024Q4: 9,784 shares; 2025Q1: 17,719 shares; 2025Q2: 14,479 shares; 2025Q3: 11,962 shares; 2025Q4: 13,067 shares 13,067 $600K 0.01% +1,105 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 792 shares; 2025Q1: 759 shares; 2025Q2: 1,255 shares; 2025Q3: 1,320 shares; 2025Q4: 1,514 shares 1,514 $596K 0.01% +194 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 24,530 shares; 2025Q1: 2,838 shares; 2025Q2: 4,784 shares; 2025Q3: 7,069 shares; 2025Q4: 7,169 shares 7,169 $595K 0.01% +100 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,959 shares; 2025Q1: 7,756 shares; 2025Q2: 8,783 shares; 2025Q3: 11,276 shares; 2025Q4: 14,378 shares 14,378 $594K 0.01% +3,102 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: 8,809 shares; 2024Q4: 10,029 shares; 2025Q1: 5,555 shares; 2025Q2: 7,368 shares; 2025Q3: 8,201 shares; 2025Q4: 8,060 shares 8,060 $593K 0.01% -141 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,921 shares; 2025Q3: 20,772 shares; 2025Q4: 22,691 shares 22,691 $592K 0.01% +1,919 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 446 shares; 2025Q1: 371 shares; 2025Q2: 364 shares; 2025Q3: 522 shares; 2025Q4: 587 shares 587 $592K 0.01% +65 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: 6,494 shares; 2024Q4: 6,568 shares; 2025Q1: 7,072 shares; 2025Q2: 7,172 shares; 2025Q3: 7,422 shares; 2025Q4: 8,070 shares 8,070 $585K 0.01% +648 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,190 shares; 2024Q4: not reported; 2025Q1: 10,389 shares; 2025Q2: 17,245 shares; 2025Q3: 14,075 shares; 2025Q4: 14,075 shares 14,075 $585K 0.01% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,931 shares; 2025Q3: 12,431 shares; 2025Q4: 12,431 shares 12,431 $585K 0.01% 0 Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,929 shares 26,929 $583K 0.01% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,955 shares; 2024Q4: 31,310 shares; 2025Q1: 29,915 shares; 2025Q2: 30,677 shares; 2025Q3: 30,425 shares; 2025Q4: 32,927 shares 32,927 $582K 0.01% +2,502 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 8,764 shares; 2025Q1: 7,792 shares; 2025Q2: 9,654 shares; 2025Q3: 8,744 shares; 2025Q4: 9,628 shares 9,628 $578K 0.01% +884 Timeline DSEP 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: not reported; 2025Q4: 12,596 shares 12,596 $566K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 5,156 shares; 2025Q1: 6,238 shares; 2025Q2: 7,165 shares; 2025Q3: 8,722 shares; 2025Q4: 8,615 shares 8,615 $554K 0.01% -107 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,726 shares 17,726 $552K 0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,066 shares; 2025Q1: 15,689 shares; 2025Q2: 18,197 shares; 2025Q3: 20,311 shares; 2025Q4: 18,867 shares 18,867 $552K 0.01% -1,444 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,559 shares; 2025Q1: 1,502 shares; 2025Q2: 1,582 shares; 2025Q3: 1,765 shares; 2025Q4: 1,827 shares 1,827 $552K 0.01% +62 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,456 shares; 2024Q4: not reported; 2025Q1: 4,924 shares; 2025Q2: 7,636 shares; 2025Q3: 9,914 shares; 2025Q4: 9,693 shares 9,693 $549K 0.01% -221 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: not reported; 2025Q3: not reported; 2025Q4: 20,002 shares 20,002 $548K 0.01% new Timeline BALI 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: 6,327 shares; 2025Q4: 17,270 shares 17,270 $547K 0.01% +10,943 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,113 shares; 2024Q4: 138,312 shares; 2025Q1: 115,527 shares; 2025Q2: 83,889 shares; 2025Q3: 82,360 shares; 2025Q4: 102,483 shares 102,483 $543K 0.01% +20,123 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 4,420 shares; 2025Q1: not reported; 2025Q2: 2,951 shares; 2025Q3: 7,221 shares; 2025Q4: 8,486 shares 8,486 $541K 0.01% +1,265 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,385 shares; 2024Q4: 7,773 shares; 2025Q1: 8,894 shares; 2025Q2: 7,674 shares; 2025Q3: 7,504 shares; 2025Q4: 8,295 shares 8,295 $540K 0.01% +791 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,760 shares; 2025Q4: 19,447 shares 19,447 $538K 0.01% +2,687 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,333 shares; 2025Q1: 12,046 shares; 2025Q2: 36,543 shares; 2025Q3: 16,815 shares; 2025Q4: 7,498 shares 7,498 $538K 0.01% -9,317 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,678 shares; 2024Q4: 9,673 shares; 2025Q1: 19,903 shares; 2025Q2: 27,169 shares; 2025Q3: 10,184 shares; 2025Q4: 9,215 shares 9,215 $538K 0.01% -969 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: 1,954 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,743 shares; 2025Q4: 3,590 shares 3,590 $535K 0.01% +847 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 4,591 shares; 2025Q4: 9,867 shares 9,867 $534K 0.01% +5,276 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,586 shares; 2024Q4: 9,288 shares; 2025Q1: 7,546 shares; 2025Q2: 7,546 shares; 2025Q3: 7,076 shares; 2025Q4: 6,581 shares 6,581 $532K 0.01% -495 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,481 shares; 2025Q1: 1,626 shares; 2025Q2: 1,869 shares; 2025Q3: 1,901 shares; 2025Q4: 2,072 shares 2,072 $530K 0.01% +171 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 5,698 shares; 2025Q2: 3,894 shares; 2025Q3: 4,013 shares; 2025Q4: 8,536 shares 8,536 $527K 0.01% +4,523 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,955 shares; 2025Q2: 6,037 shares; 2025Q3: 3,967 shares; 2025Q4: 3,713 shares 3,713 $524K 0.01% -254 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,423 shares; 2025Q2: 5,896 shares; 2025Q3: 6,849 shares; 2025Q4: 11,439 shares 11,439 $522K 0.01% +4,590 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,403 shares; 2025Q4: 12,149 shares 12,149 $521K 0.01% +6,746 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: 679 shares; 2025Q3: 1,301 shares; 2025Q4: 1,336 shares 1,336 $520K 0.01% +35 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,443 shares; 2025Q4: 12,203 shares 12,203 $519K 0.01% +2,760 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 2,770 shares; 2025Q3: 2,819 shares; 2025Q4: 2,668 shares 2,668 $518K 0.01% -151 Timeline SHY 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: 42,095 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,663 shares; 2025Q3: 5,681 shares; 2025Q4: 6,243 shares 6,243 $517K 0.01% +562 Timeline SPMB 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: 231,466 shares; 2024Q4: 238,593 shares; 2025Q1: 90,895 shares; 2025Q2: 41,458 shares; 2025Q3: 23,810 shares; 2025Q4: 23,027 shares 23,027 $516K 0.01% -783 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,606 shares; 2025Q4: 9,801 shares 9,801 $516K 0.01% +2,195 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,240 shares; 2024Q4: 19,240 shares; 2025Q1: 22,130 shares; 2025Q2: 22,160 shares; 2025Q3: 21,395 shares; 2025Q4: 19,635 shares 19,635 $515K 0.01% -1,760 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,821 shares; 2025Q1: 5,797 shares; 2025Q2: 6,093 shares; 2025Q3: 5,918 shares; 2025Q4: 5,834 shares 5,834 $514K 0.01% -84 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,629 shares; 2025Q4: 15,990 shares 15,990 $512K 0.01% -639 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS 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: 10,547 shares; 2025Q4: 9,298 shares 9,298 $511K 0.01% -1,249 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 6,550 shares; 2025Q1: 6,210 shares; 2025Q2: 7,434 shares; 2025Q3: 8,493 shares; 2025Q4: 12,209 shares 12,209 $511K 0.01% +3,716 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,603 shares 3,603 $511K 0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,601 shares; 2025Q2: 53,535 shares; 2025Q3: 45,510 shares; 2025Q4: 39,080 shares 39,080 $509K 0.01% -6,430 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,761 shares; 2024Q4: 12,435 shares; 2025Q1: 12,436 shares; 2025Q2: 12,436 shares; 2025Q3: 11,023 shares; 2025Q4: 11,023 shares 11,023 $507K 0.01% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,778 shares; 2024Q4: 23,593 shares; 2025Q1: 17,121 shares; 2025Q2: 16,872 shares; 2025Q3: 16,795 shares; 2025Q4: 15,426 shares 15,426 $506K 0.01% -1,369 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME 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: 59,817 shares; 2025Q3: 60,491 shares; 2025Q4: 44,839 shares 44,839 $505K 0.01% -15,652 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 18,282 shares; 2025Q1: 12,197 shares; 2025Q2: 11,747 shares; 2025Q3: 19,759 shares; 2025Q4: 17,959 shares 17,959 $505K 0.01% -1,800 Timeline OCTM 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: not reported; 2025Q4: 15,417 shares 15,417 $503K 0.01% new 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: 2,366 shares; 2025Q1: 2,253 shares; 2025Q2: 2,618 shares; 2025Q3: 3,263 shares; 2025Q4: 2,776 shares 2,776 $503K 0.01% -487 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: 2,377 shares; 2024Q4: 2,657 shares; 2025Q1: 1,258 shares; 2025Q2: 1,361 shares; 2025Q3: 2,361 shares; 2025Q4: 2,439 shares 2,439 $503K 0.01% +78 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 2,919 shares 2,919 $503K 0.01% +550 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,171 shares; 2025Q1: 13,171 shares; 2025Q2: 13,726 shares; 2025Q3: 13,726 shares; 2025Q4: 13,726 shares 13,726 $502K 0.01% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,090 shares; 2025Q4: 3,129 shares 3,129 $501K 0.01% +39 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,864 shares; 2025Q1: not reported; 2025Q2: 18,422 shares; 2025Q3: 19,923 shares; 2025Q4: 20,857 shares 20,857 $501K 0.01% +934 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,479 shares; 2024Q4: 9,519 shares; 2025Q1: 6,862 shares; 2025Q2: 7,112 shares; 2025Q3: 8,005 shares; 2025Q4: 7,464 shares 7,464 $500K 0.01% -541 Timeline NVDY 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: 25,091 shares; 2025Q4: 34,081 shares 34,081 $498K 0.01% +8,990 Timeline BAUG 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: 8,680 shares; 2025Q3: 9,943 shares; 2025Q4: 9,947 shares 9,947 $498K 0.01% +4 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,016 shares; 2025Q3: 14,515 shares; 2025Q4: 20,990 shares 20,990 $497K 0.01% +6,475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,624 shares 3,624 $494K 0.01% new Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,020 shares; 2025Q3: 9,331 shares; 2025Q4: 5,889 shares 5,889 $492K 0.01% -3,442 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,628 shares; 2024Q4: 35,796 shares; 2025Q1: 37,718 shares; 2025Q2: 10,355 shares; 2025Q3: 10,217 shares; 2025Q4: 10,221 shares 10,221 $488K 0.01% +4 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: 8,272 shares; 2025Q1: 8,022 shares; 2025Q2: 8,151 shares; 2025Q3: 8,745 shares; 2025Q4: 8,484 shares 8,484 $488K 0.01% -261 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,101 shares; 2025Q1: 19,287 shares; 2025Q2: 14,050 shares; 2025Q3: 18,284 shares; 2025Q4: 21,567 shares 21,567 $488K 0.01% +3,283 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 12,037 shares; 2025Q1: 7,513 shares; 2025Q2: 7,100 shares; 2025Q3: 7,227 shares; 2025Q4: 7,226 shares 7,226 $486K 0.01% -1 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: 12,302 shares; 2025Q3: 7,595 shares; 2025Q4: 6,787 shares 6,787 $486K 0.01% -808 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: 14,685 shares; 2025Q3: 19,895 shares; 2025Q4: 19,802 shares 19,802 $484K 0.01% -93 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 2,128 shares; 2025Q1: 2,101 shares; 2025Q2: 1,282 shares; 2025Q3: 1,340 shares; 2025Q4: 2,327 shares 2,327 $484K 0.01% +987 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000 $483K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,889 shares; 2024Q4: 6,066 shares; 2025Q1: not reported; 2025Q2: 4,033 shares; 2025Q3: 4,422 shares; 2025Q4: 4,506 shares 4,506 $483K 0.01% +84 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,200 shares; 2025Q2: 21,110 shares; 2025Q3: 15,310 shares; 2025Q4: 11,260 shares 11,260 $482K 0.01% -4,050 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,194 shares; 2024Q4: 136,739 shares; 2025Q1: 186,932 shares; 2025Q2: not reported; 2025Q3: 11,141 shares; 2025Q4: 12,147 shares 12,147 $480K 0.01% +1,006 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: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,055 shares; 2025Q2: 1,259 shares; 2025Q3: 2,070 shares; 2025Q4: 3,157 shares 3,157 $480K 0.01% +1,087 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,417 shares; 2025Q3: 10,312 shares; 2025Q4: 10,312 shares 10,312 $479K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,520 shares; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: 2,988 shares; 2025Q4: 3,694 shares 3,694 $477K 0.01% +706 Timeline ISPY 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: 12,593 shares; 2025Q3: 12,594 shares; 2025Q4: 10,388 shares 10,388 $474K 0.01% -2,206 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 16,757 shares; 2025Q3: 24,971 shares; 2025Q4: 23,233 shares 23,233 $473K 0.01% -1,738 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,668 shares; 2025Q4: 13,607 shares 13,607 $469K 0.01% +3,939 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,911 shares; 2025Q3: 8,097 shares; 2025Q4: 7,749 shares 7,749 $468K 0.01% -348 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: 2,851 shares; 2024Q4: 3,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,544 shares; 2025Q4: 2,616 shares 2,616 $467K 0.01% +72 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,302 shares 18,302 $466K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 4,781 shares; 2025Q1: 4,776 shares; 2025Q2: 4,568 shares; 2025Q3: 5,806 shares; 2025Q4: 5,659 shares 5,659 $464K 0.01% -147 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,650 shares 9,650 $464K 0.01% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,436 shares; 2024Q4: 48,813 shares; 2025Q1: not reported; 2025Q2: 14,059 shares; 2025Q3: 16,833 shares; 2025Q4: 14,840 shares 14,840 $463K 0.01% -1,993 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,599 shares; 2024Q4: 16,148 shares; 2025Q1: 15,169 shares; 2025Q2: 14,729 shares; 2025Q3: 15,505 shares; 2025Q4: 16,042 shares 16,042 $462K 0.01% +537 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,040 shares; 2025Q2: 59,476 shares; 2025Q3: 58,920 shares; 2025Q4: 64,213 shares 64,213 $460K 0.01% +5,293 Timeline IWR 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: 4,921 shares; 2024Q4: 6,083 shares; 2025Q1: 5,756 shares; 2025Q2: 4,218 shares; 2025Q3: 4,873 shares; 2025Q4: 4,775 shares 4,775 $460K 0.01% -98 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 6,538 shares; 2025Q4: 6,814 shares 6,814 $459K 0.01% +276 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,653 shares; 2024Q4: 20,066 shares; 2025Q1: 17,722 shares; 2025Q2: 50,154 shares; 2025Q3: 25,036 shares; 2025Q4: 8,999 shares 8,999 $458K 0.01% -16,037 Timeline BBIN 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: 4,448 shares; 2025Q4: 6,322 shares 6,322 $457K 0.01% +1,874 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,078 shares; 2025Q1: 1,409 shares; 2025Q2: 1,175 shares; 2025Q3: 872 shares; 2025Q4: 978 shares 978 $457K 0.01% +106 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,918 shares; 2025Q4: 18,296 shares 18,296 $456K 0.01% -3,622 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 3,677 shares; 2025Q1: 2,775 shares; 2025Q2: 3,310 shares; 2025Q3: 3,210 shares; 2025Q4: 3,537 shares 3,537 $456K 0.01% +327 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,947 shares; 2024Q4: not reported; 2025Q1: 29,576 shares; 2025Q2: 144,360 shares; 2025Q3: 130,723 shares; 2025Q4: 136,897 shares 136,897 $456K 0.01% +6,174 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: not reported; 2025Q1: 9,219 shares; 2025Q2: 14,342 shares; 2025Q3: 13,221 shares; 2025Q4: 13,442 shares 13,442 $455K 0.01% +221 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,286 shares; 2024Q4: 20,039 shares; 2025Q1: 19,688 shares; 2025Q2: 19,752 shares; 2025Q3: 20,365 shares; 2025Q4: 34,438 shares 34,438 $455K 0.01% +14,073 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,684 shares; 2024Q4: 24,638 shares; 2025Q1: 16,743 shares; 2025Q2: 19,277 shares; 2025Q3: 11,094 shares; 2025Q4: 10,251 shares 10,251 $455K 0.01% -843 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 343 shares; 2025Q1: 377 shares; 2025Q2: 483 shares; 2025Q3: 570 shares; 2025Q4: 589 shares 589 $455K 0.01% +19 Timeline IGM 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: 2,412 shares; 2025Q3: 4,386 shares; 2025Q4: 3,519 shares 3,519 $455K 0.01% -867 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,911 shares; 2025Q1: 3,657 shares; 2025Q2: 3,998 shares; 2025Q3: 4,279 shares; 2025Q4: 4,670 shares 4,670 $454K 0.01% +391 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 2,014 shares; 2025Q1: 2,137 shares; 2025Q2: 2,149 shares; 2025Q3: 2,231 shares; 2025Q4: 2,281 shares 2,281 $453K 0.01% +50 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,975 shares; 2025Q3: 6,300 shares; 2025Q4: 7,470 shares 7,470 $452K 0.01% +1,170 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: 15,897 shares; 2024Q4: 12,189 shares; 2025Q1: 6,628 shares; 2025Q2: 4,286 shares; 2025Q3: 4,720 shares; 2025Q4: 6,941 shares 6,941 $452K 0.01% +2,221 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,551 shares; 2025Q2: 4,132 shares; 2025Q3: 3,631 shares; 2025Q4: 3,743 shares 3,743 $451K 0.01% +112 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 19,419 shares; 2025Q1: 19,942 shares; 2025Q2: not reported; 2025Q3: 20,568 shares; 2025Q4: 23,580 shares 23,580 $451K 0.01% +3,012 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,394 shares; 2025Q3: 11,619 shares; 2025Q4: 11,882 shares 11,882 $451K 0.01% +263 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,636 shares; 2025Q4: 5,747 shares 5,747 $450K 0.01% +111 Timeline SPTM 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: 7,097 shares; 2024Q4: 7,985 shares; 2025Q1: 6,440 shares; 2025Q2: 7,892 shares; 2025Q3: 5,454 shares; 2025Q4: 5,454 shares 5,454 $450K 0.01% 0 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest 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: 14,154 shares 14,154 $448K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,701 shares; 2025Q1: 5,648 shares; 2025Q2: 5,758 shares; 2025Q3: 6,510 shares; 2025Q4: 6,867 shares 6,867 $446K 0.01% +357 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,283 shares; 2025Q1: 2,250 shares; 2025Q2: 2,391 shares; 2025Q3: 2,397 shares; 2025Q4: 2,286 shares 2,286 $446K 0.01% -111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,601 shares; 2025Q4: 23,165 shares 23,165 $445K 0.01% -8,436 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: not reported; 2025Q3: 5,934 shares; 2025Q4: 6,453 shares 6,453 $444K 0.01% +519 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,843 shares 1,843 $443K 0.01% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,893 shares; 2024Q4: 14,506 shares; 2025Q1: 14,674 shares; 2025Q2: 17,715 shares; 2025Q3: 18,903 shares; 2025Q4: 14,666 shares 14,666 $443K 0.01% -4,237 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 8,723 shares 8,723 $443K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,031 shares; 2025Q3: 6,196 shares; 2025Q4: 5,751 shares 5,751 $442K 0.01% -445 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,326 shares; 2024Q4: 3,263 shares; 2025Q1: 5,355 shares; 2025Q2: 3,610 shares; 2025Q3: 3,689 shares; 2025Q4: 3,637 shares 3,637 $442K 0.01% -52 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 843 shares; 2025Q1: 731 shares; 2025Q2: 1,677 shares; 2025Q3: 1,724 shares; 2025Q4: 758 shares 758 $440K 0.01% -966 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,034 shares; 2024Q4: 13,058 shares; 2025Q1: 15,519 shares; 2025Q2: not reported; 2025Q3: 23,309 shares; 2025Q4: 24,473 shares 24,473 $440K 0.01% +1,164 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,644 shares; 2025Q2: 7,844 shares; 2025Q3: 7,562 shares; 2025Q4: 6,497 shares 6,497 $439K 0.01% -1,065 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: 3,421 shares; 2024Q4: 3,864 shares; 2025Q1: 3,152 shares; 2025Q2: 34,979 shares; 2025Q3: 15,696 shares; 2025Q4: 5,240 shares 5,240 $439K 0.01% -10,456 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,184 shares; 2025Q2: 1,263 shares; 2025Q3: 5,649 shares; 2025Q4: 1,935 shares 1,935 $438K 0.01% -3,714 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: 7,443 shares; 2024Q4: 6,835 shares; 2025Q1: 6,615 shares; 2025Q2: 6,682 shares; 2025Q3: 3,089 shares; 2025Q4: 3,033 shares 3,033 $437K 0.01% -56 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: 12,458 shares; 2025Q3: 9,943 shares; 2025Q4: 9,943 shares 9,943 $435K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 8,105 shares; 2025Q1: 10,874 shares; 2025Q2: not reported; 2025Q3: 2,192 shares; 2025Q4: 3,479 shares 3,479 $434K 0.01% +1,287 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS 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: 10,185 shares; 2025Q4: 21,973 shares 21,973 $434K 0.01% +11,788 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: 19,509 shares; 2024Q4: 19,115 shares; 2025Q1: 16,746 shares; 2025Q2: 15,775 shares; 2025Q3: 24,614 shares; 2025Q4: 18,421 shares 18,421 $431K 0.01% -6,193 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,182 shares; 2025Q4: 16,226 shares 16,226 $430K 0.01% +1,044 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES 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: 9,300 shares; 2025Q4: 9,312 shares 9,312 $429K 0.01% +12 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,607 shares; 2025Q1: 15,998 shares; 2025Q2: 16,797 shares; 2025Q3: 17,649 shares; 2025Q4: 17,054 shares 17,054 $429K 0.01% -595 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,593 shares; 2025Q1: 2,597 shares; 2025Q2: 2,628 shares; 2025Q3: 2,581 shares; 2025Q4: 3,020 shares 3,020 $426K 0.01% +439 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 187 shares; 2025Q4: 204 shares 204 $424K 0.01% +17 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: 21,945 shares; 2025Q2: 29,662 shares; 2025Q3: not reported; 2025Q4: 10,929 shares 10,929 $423K 0.01% new 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: 11,308 shares; 2024Q4: 13,782 shares; 2025Q1: 10,134 shares; 2025Q2: 9,783 shares; 2025Q3: 10,109 shares; 2025Q4: 10,468 shares 10,468 $423K 0.01% +359 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 5,009 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,911 shares; 2025Q4: 5,124 shares 5,124 $422K 0.01% +213 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,937 shares; 2025Q4: 3,875 shares 3,875 $421K 0.01% -62 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,496 shares 16,496 $420K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 3,474 shares; 2025Q1: not reported; 2025Q2: 3,028 shares; 2025Q3: 4,067 shares; 2025Q4: 5,017 shares 5,017 $419K 0.01% +950 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,184 shares; 2024Q4: 13,159 shares; 2025Q1: 7,207 shares; 2025Q2: 6,271 shares; 2025Q3: 5,956 shares; 2025Q4: 7,641 shares 7,641 $418K 0.01% +1,685 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: 5,655 shares; 2024Q4: 6,116 shares; 2025Q1: 6,562 shares; 2025Q2: 6,408 shares; 2025Q3: 6,242 shares; 2025Q4: 6,128 shares 6,128 $417K 0.01% -114 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,177 shares; 2025Q1: 1,034 shares; 2025Q2: 1,245 shares; 2025Q3: 1,391 shares; 2025Q4: 1,398 shares 1,398 $417K 0.01% +7 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 4,387 shares; 2025Q1: 4,537 shares; 2025Q2: 6,063 shares; 2025Q3: 6,869 shares; 2025Q4: 5,245 shares 5,245 $417K 0.01% -1,624 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 4,555 shares; 2025Q1: 2,801 shares; 2025Q2: 4,382 shares; 2025Q3: 3,973 shares; 2025Q4: 3,923 shares 3,923 $416K 0.01% -50 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,906 shares; 2024Q4: 11,711 shares; 2025Q1: 12,814 shares; 2025Q2: 12,629 shares; 2025Q3: 14,635 shares; 2025Q4: 14,782 shares 14,782 $415K 0.01% +147 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: 8,346 shares; 2024Q4: 9,300 shares; 2025Q1: 6,793 shares; 2025Q2: 10,531 shares; 2025Q3: 10,069 shares; 2025Q4: 7,878 shares 7,878 $415K 0.01% -2,191 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,951 shares; 2024Q4: 22,294 shares; 2025Q1: 13,484 shares; 2025Q2: 10,138 shares; 2025Q3: 8,297 shares; 2025Q4: 8,126 shares 8,126 $411K 0.01% -171 Timeline PCG PG&E CORP More: the full row for PG&E 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: 13,029 shares; 2025Q3: 16,320 shares; 2025Q4: 25,504 shares 25,504 $410K 0.01% +9,184 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 7,988 shares; 2025Q1: 8,057 shares; 2025Q2: 8,257 shares; 2025Q3: 8,274 shares; 2025Q4: 4,620 shares 4,620 $410K 0.01% -3,654 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 989 shares; 2025Q1: 716 shares; 2025Q2: 683 shares; 2025Q3: 737 shares; 2025Q4: 729 shares 729 $409K 0.01% -8 Timeline MDWD MEDIWOUND LTD More: the full row for MEDIWOUND LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,158 shares; 2025Q1: 12,162 shares; 2025Q2: 12,162 shares; 2025Q3: 22,209 shares; 2025Q4: 22,162 shares 22,162 $409K 0.01% -47 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,643 shares 15,643 $408K 0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,490 shares; 2025Q4: 3,406 shares 3,406 $408K 0.01% -84 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,734 shares; 2025Q1: 973 shares; 2025Q2: 1,431 shares; 2025Q3: 1,359 shares; 2025Q4: 1,308 shares 1,308 $407K 0.01% -51 Timeline IQQQ 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: 9,092 shares; 2025Q3: 9,092 shares; 2025Q4: 9,092 shares 9,092 $404K 0.01% 0 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 8,270 shares; 2025Q1: 8,332 shares; 2025Q2: 8,615 shares; 2025Q3: 8,923 shares; 2025Q4: 9,110 shares 9,110 $403K 0.01% +187 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS 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: 6,032 shares; 2025Q3: 7,978 shares; 2025Q4: 9,002 shares 9,002 $403K 0.01% +1,024 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,950 shares; 2025Q1: 1,907 shares; 2025Q2: 1,650 shares; 2025Q3: 2,127 shares; 2025Q4: 2,220 shares 2,220 $402K 0.01% +93 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,055 shares; 2025Q1: 9,365 shares; 2025Q2: 9,997 shares; 2025Q3: 10,090 shares; 2025Q4: 3,135 shares 3,135 $400K 0.01% -6,955 Timeline GMAY 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: 10,552 shares; 2025Q3: 10,552 shares; 2025Q4: 9,679 shares 9,679 $400K 0.01% -873 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,692 shares; 2025Q1: 2,320 shares; 2025Q2: 1,676 shares; 2025Q3: not reported; 2025Q4: 1,789 shares 1,789 $398K 0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,293 shares; 2025Q1: 10,895 shares; 2025Q2: 35,374 shares; 2025Q3: 16,609 shares; 2025Q4: 27,961 shares 27,961 $396K 0.01% +11,352 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: not reported; 2025Q1: 1,547 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,251 shares 2,251 $396K 0.01% new 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: 12,126 shares; 2024Q4: 11,963 shares; 2025Q1: 11,886 shares; 2025Q2: 11,948 shares; 2025Q3: 11,251 shares; 2025Q4: 10,758 shares 10,758 $395K 0.01% -493 Timeline BFEB 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: 9,155 shares; 2025Q3: 8,305 shares; 2025Q4: 8,080 shares 8,080 $393K 0.01% -225 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,630 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,437 shares 2,437 $392K 0.01% new Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: 6,206 shares; 2025Q1: 6,125 shares; 2025Q2: 6,061 shares; 2025Q3: 12,118 shares; 2025Q4: 12,118 shares 12,118 $392K 0.01% 0 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,055 shares; 2024Q4: 12,735 shares; 2025Q1: 8,512 shares; 2025Q2: 8,416 shares; 2025Q3: 8,365 shares; 2025Q4: 7,765 shares 7,765 $391K 0.01% -600 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC 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: 2,144 shares 2,144 $391K 0.01% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,438 shares; 2024Q4: 13,550 shares; 2025Q1: 13,551 shares; 2025Q2: 13,650 shares; 2025Q3: 14,023 shares; 2025Q4: 14,328 shares 14,328 $391K 0.01% +305 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 5,772 shares; 2025Q1: 7,846 shares; 2025Q2: 7,755 shares; 2025Q3: 4,693 shares; 2025Q4: 4,778 shares 4,778 $387K 0.01% +85 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: 2,433 shares; 2025Q3: 3,545 shares; 2025Q4: 2,678 shares 2,678 $386K 0.01% -867 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,038 shares; 2024Q4: 4,073 shares; 2025Q1: 4,109 shares; 2025Q2: 4,133 shares; 2025Q3: 4,126 shares; 2025Q4: 4,324 shares 4,324 $384K 0.01% +198 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: 10,917 shares; 2025Q3: not reported; 2025Q4: 22,405 shares 22,405 $383K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,041 shares; 2025Q4: 4,333 shares 4,333 $382K 0.01% +1,292 Timeline ICVT 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: 2,250 shares; 2025Q4: 3,880 shares 3,880 $382K 0.01% +1,630 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,906 shares; 2024Q4: 32,045 shares; 2025Q1: 37,280 shares; 2025Q2: 26,648 shares; 2025Q3: 28,180 shares; 2025Q4: 42,144 shares 42,144 $382K 0.01% +13,964 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: 6,615 shares; 2025Q1: 6,505 shares; 2025Q2: 6,453 shares; 2025Q3: 8,118 shares; 2025Q4: 7,981 shares 7,981 $381K 0.01% -137 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,298 shares; 2025Q4: 3,716 shares 3,716 $380K 0.01% +418 Timeline GNOV 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: not reported; 2025Q4: 9,576 shares 9,576 $380K 0.01% new Timeline