PFSI PENNYMAC FINL SVCS INC NEW More: the full row for PENNYMAC FINL SVCS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares 10,400 $1.3M 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 2,890 shares; 2025Q1: 2,877 shares; 2025Q2: 2,835 shares; 2025Q3: 2,974 shares 2,974 $1.3M 0.02% +139 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,864 shares; 2024Q4: 21,482 shares; 2025Q1: 21,380 shares; 2025Q2: 17,162 shares; 2025Q3: 20,575 shares 20,575 $1.29M 0.02% +3,413 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,571 shares; 2025Q3: 3,670 shares 3,670 $1.29M 0.02% -3,901 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 6,969 shares; 2025Q1: 6,564 shares; 2025Q2: 6,207 shares; 2025Q3: 6,247 shares 6,247 $1.28M 0.02% +40 Timeline XLU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 10,206 shares; 2025Q1: 13,727 shares; 2025Q2: 13,823 shares; 2025Q3: 14,293 shares 14,293 $1.27M 0.02% +470 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,310 shares; 2025Q1: 16,850 shares; 2025Q2: 23,363 shares; 2025Q3: 27,238 shares 27,238 $1.27M 0.02% +3,875 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 6,661 shares; 2025Q1: 8,161 shares; 2025Q2: 8,890 shares; 2025Q3: 9,515 shares 9,515 $1.25M 0.02% +625 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,756 shares; 2024Q4: 22,444 shares; 2025Q1: 23,264 shares; 2025Q2: 24,915 shares; 2025Q3: 17,508 shares 17,508 $1.23M 0.02% -7,407 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,765 shares; 2024Q4: 25,964 shares; 2025Q1: 14,157 shares; 2025Q2: 18,031 shares; 2025Q3: 22,203 shares 22,203 $1.22M 0.02% +4,172 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,600 shares; 2025Q1: 23,994 shares; 2025Q2: 27,677 shares; 2025Q3: 34,008 shares 34,008 $1.22M 0.02% +6,331 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 15,756 shares; 2025Q1: 36,020 shares; 2025Q2: 39,808 shares; 2025Q3: 39,608 shares 39,608 $1.21M 0.02% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,500 shares; 2025Q2: 26,500 shares; 2025Q3: 26,500 shares 26,500 $1.21M 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,611 shares; 2025Q1: 5,860 shares; 2025Q2: 5,947 shares; 2025Q3: 5,772 shares 5,772 $1.21M 0.02% -175 Timeline PBE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 15,701 shares; 2025Q1: 15,701 shares; 2025Q2: 15,701 shares; 2025Q3: 15,701 shares 15,701 $1.21M 0.02% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,257 shares; 2025Q1: 7,820 shares; 2025Q2: 13,121 shares; 2025Q3: 32,964 shares 32,964 $1.2M 0.02% +19,843 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,118 shares; 2024Q4: 15,199 shares; 2025Q1: 14,484 shares; 2025Q2: 10,302 shares; 2025Q3: 8,844 shares 8,844 $1.2M 0.02% -1,458 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,716 shares; 2025Q1: 4,563 shares; 2025Q2: 3,403 shares; 2025Q3: 6,450 shares 6,450 $1.2M 0.02% +3,047 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,833 shares; 2024Q4: 11,652 shares; 2025Q1: 12,473 shares; 2025Q2: 12,090 shares; 2025Q3: 12,493 shares 12,493 $1.2M 0.02% +403 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,635 shares; 2024Q4: 5,446 shares; 2025Q1: 6,124 shares; 2025Q2: 6,828 shares; 2025Q3: 7,392 shares 7,392 $1.2M 0.02% +564 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,373 shares; 2025Q1: 1,762 shares; 2025Q2: 1,815 shares; 2025Q3: 3,384 shares 3,384 $1.2M 0.02% +1,569 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 4,345 shares; 2025Q1: 4,352 shares; 2025Q2: 4,891 shares; 2025Q3: 4,224 shares 4,224 $1.2M 0.02% -667 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,985 shares; 2024Q4: 35,940 shares; 2025Q1: 35,940 shares; 2025Q2: 36,219 shares; 2025Q3: 36,219 shares 36,219 $1.2M 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 7,819 shares; 2025Q1: 11,682 shares; 2025Q2: 11,422 shares; 2025Q3: 11,884 shares 11,884 $1.19M 0.02% +462 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 14,075 shares; 2025Q1: 1,084 shares; 2025Q2: 692 shares; 2025Q3: 2,012 shares 2,012 $1.19M 0.02% +1,320 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,279 shares; 2024Q4: 7,939 shares; 2025Q1: 7,602 shares; 2025Q2: 8,555 shares; 2025Q3: 10,603 shares 10,603 $1.19M 0.02% +2,048 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,558 shares; 2024Q4: 7,385 shares; 2025Q1: 15,931 shares; 2025Q2: 13,271 shares; 2025Q3: 12,443 shares 12,443 $1.19M 0.02% -828 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,050 shares; 2024Q4: 109,250 shares; 2025Q1: 155,170 shares; 2025Q2: 93,300 shares; 2025Q3: 101,300 shares 101,300 $1.18M 0.02% +8,000 Timeline XLE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,719 shares; 2024Q4: 60,159 shares; 2025Q1: 46,264 shares; 2025Q2: 38,289 shares; 2025Q3: 13,463 shares 13,463 $1.18M 0.02% -24,826 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 4,027 shares; 2025Q1: 4,058 shares; 2025Q2: 4,081 shares; 2025Q3: 4,934 shares 4,934 $1.17M 0.02% +853 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,462 shares; 2024Q4: 9,451 shares; 2025Q1: 5,704 shares; 2025Q2: 5,618 shares; 2025Q3: 4,182 shares 4,182 $1.16M 0.02% -1,436 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 9,361 shares; 2025Q1: 11,252 shares; 2025Q2: 32,781 shares; 2025Q3: 33,506 shares 33,506 $1.16M 0.02% +725 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 803 shares; 2025Q1: 782 shares; 2025Q2: 800 shares; 2025Q3: 1,186 shares 1,186 $1.14M 0.02% +386 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,747 shares; 2024Q4: 14,746 shares; 2025Q1: 14,083 shares; 2025Q2: 13,583 shares; 2025Q3: 13,468 shares 13,468 $1.14M 0.02% -115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 3,289 shares; 2025Q1: 3,500 shares; 2025Q2: 2,938 shares; 2025Q3: 3,119 shares 3,119 $1.13M 0.02% +181 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,012 shares 51,012 $1.13M 0.02% new Timeline FMF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,912 shares; 2024Q4: 21,514 shares; 2025Q1: 21,489 shares; 2025Q2: 23,262 shares; 2025Q3: 23,289 shares 23,289 $1.12M 0.02% +27 Timeline FIIG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,951 shares; 2024Q4: 52,754 shares; 2025Q1: 51,274 shares; 2025Q2: 52,746 shares; 2025Q3: 52,873 shares 52,873 $1.12M 0.02% +127 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 11,121 shares 11,121 $1.12M 0.02% +6,639 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,983 shares; 2024Q4: 98,722 shares; 2025Q1: 3,299 shares; 2025Q2: 2,603 shares; 2025Q3: 3,391 shares 3,391 $1.11M 0.02% +788 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,367 shares; 2024Q4: 10,352 shares; 2025Q1: 10,578 shares; 2025Q2: 13,077 shares; 2025Q3: 11,893 shares 11,893 $1.1M 0.02% -1,184 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,053 shares; 2024Q4: 7,473 shares; 2025Q1: 10,227 shares; 2025Q2: 12,774 shares; 2025Q3: 23,591 shares 23,591 $1.1M 0.02% +10,817 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,082 shares; 2025Q3: 29,202 shares 29,202 $1.1M 0.02% -880 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,970 shares; 2024Q4: 21,863 shares; 2025Q1: 19,171 shares; 2025Q2: 13,889 shares; 2025Q3: 24,992 shares 24,992 $1.1M 0.02% +11,103 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,537 shares; 2024Q4: 14,103 shares; 2025Q1: 16,126 shares; 2025Q2: 15,837 shares; 2025Q3: 16,197 shares 16,197 $1.1M 0.02% +360 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,732 shares; 2024Q4: 8,732 shares; 2025Q1: 8,341 shares; 2025Q2: 9,892 shares; 2025Q3: 12,282 shares 12,282 $1.1M 0.02% +2,390 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,090 shares; 2025Q1: 5,652 shares; 2025Q2: 5,535 shares; 2025Q3: 5,604 shares 5,604 $1.09M 0.02% +69 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,465 shares; 2025Q1: 3,877 shares; 2025Q2: 5,098 shares; 2025Q3: 6,121 shares 6,121 $1.09M 0.02% +1,023 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,585 shares; 2025Q3: 4,948 shares 4,948 $1.09M 0.02% -3,637 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 11,451 shares; 2025Q1: 12,867 shares; 2025Q2: 13,028 shares; 2025Q3: 7,016 shares 7,016 $1.09M 0.02% -6,012 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,644 shares; 2024Q4: 15,198 shares; 2025Q1: 15,075 shares; 2025Q2: 14,354 shares; 2025Q3: 23,508 shares 23,508 $1.08M 0.02% +9,154 Timeline BINC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 8,728 shares; 2025Q1: 9,269 shares; 2025Q2: 12,619 shares; 2025Q3: 20,287 shares 20,287 $1.08M 0.02% +7,668 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,548 shares; 2024Q4: 71,238 shares; 2025Q1: 64,030 shares; 2025Q2: 64,381 shares; 2025Q3: 66,410 shares 66,410 $1.07M 0.02% +2,029 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,775 shares; 2025Q2: 12,887 shares; 2025Q3: 9,873 shares 9,873 $1.07M 0.02% -3,014 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,835 shares; 2025Q3: 13,816 shares 13,816 $1.07M 0.02% -11,019 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,201 shares; 2025Q1: 5,118 shares; 2025Q2: 4,991 shares; 2025Q3: 5,174 shares 5,174 $1.07M 0.02% +183 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,623 shares; 2024Q4: 24,319 shares; 2025Q1: 24,196 shares; 2025Q2: 23,336 shares; 2025Q3: 23,212 shares 23,212 $1.06M 0.02% -124 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 275 shares; 2025Q1: 259 shares; 2025Q2: 300 shares; 2025Q3: 462 shares 462 $1.06M 0.02% +162 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,065 shares; 2025Q3: 20,377 shares 20,377 $1.06M 0.02% +4,312 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,445 shares; 2025Q1: 1,494 shares; 2025Q2: 1,730 shares; 2025Q3: 2,283 shares 2,283 $1.06M 0.02% +553 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,548 shares; 2025Q3: 41,117 shares 41,117 $1.05M 0.02% +21,569 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,416 shares; 2025Q1: 7,350 shares; 2025Q2: 9,431 shares; 2025Q3: 11,782 shares 11,782 $1.04M 0.01% +2,351 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,800 shares; 2024Q4: 86,800 shares; 2025Q1: 86,800 shares; 2025Q2: 86,800 shares; 2025Q3: 86,800 shares 86,800 $1.04M 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 10,065 shares; 2025Q1: 10,895 shares; 2025Q2: 10,300 shares; 2025Q3: 10,814 shares 10,814 $1.04M 0.01% +514 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,150 shares; 2024Q4: 47,473 shares; 2025Q1: 33,521 shares; 2025Q2: 21,812 shares; 2025Q3: 22,742 shares 22,742 $1.03M 0.01% +930 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,399 shares; 2025Q1: 11,578 shares; 2025Q2: 20,694 shares; 2025Q3: 25,439 shares 25,439 $1.03M 0.01% +4,745 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,684 shares; 2024Q4: 30,314 shares; 2025Q1: 28,567 shares; 2025Q2: 24,216 shares; 2025Q3: 18,271 shares 18,271 $1.03M 0.01% -5,945 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 9,691 shares; 2025Q1: 7,963 shares; 2025Q2: 26,298 shares; 2025Q3: 14,506 shares 14,506 $1.02M 0.01% -11,792 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,968 shares; 2025Q1: 3,347 shares; 2025Q2: 3,603 shares; 2025Q3: 3,973 shares 3,973 $1.02M 0.01% +370 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: 4,139 shares; 2025Q2: 10,923 shares; 2025Q3: 13,253 shares 13,253 $1.01M 0.01% +2,330 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 6,519 shares; 2025Q1: 4,214 shares; 2025Q2: 5,656 shares; 2025Q3: 5,656 shares 5,656 $1M 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,939 shares; 2024Q4: 83,174 shares; 2025Q1: 33,876 shares; 2025Q2: 17,847 shares; 2025Q3: 17,045 shares 17,045 $998K 0.01% -802 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,126 shares; 2025Q3: 8,309 shares 8,309 $992K 0.01% +1,183 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,096 shares; 2025Q3: 8,619 shares 8,619 $986K 0.01% +5,523 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,059 shares; 2025Q1: 1,659 shares; 2025Q2: 1,770 shares; 2025Q3: 1,866 shares 1,866 $974K 0.01% +96 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,354 shares; 2025Q3: 67,707 shares 67,707 $974K 0.01% +44,353 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,404 shares; 2025Q1: 4,268 shares; 2025Q2: 4,434 shares; 2025Q3: 4,433 shares 4,433 $969K 0.01% -1 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,116 shares; 2024Q4: 42,233 shares; 2025Q1: 41,897 shares; 2025Q2: 45,226 shares; 2025Q3: 38,021 shares 38,021 $967K 0.01% -7,205 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,255 shares 188,255 $966K 0.01% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,197 shares; 2024Q4: 16,597 shares; 2025Q1: 14,832 shares; 2025Q2: 18,862 shares; 2025Q3: 18,862 shares 18,862 $954K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,322 shares; 2024Q4: 53,650 shares; 2025Q1: 15,250 shares; 2025Q2: 10,623 shares; 2025Q3: 10,644 shares 10,644 $947K 0.01% +21 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,165 shares; 2025Q2: 31,123 shares; 2025Q3: 35,139 shares 35,139 $945K 0.01% +4,016 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,379 shares; 2025Q3: 1,856 shares 1,856 $939K 0.01% -1,523 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 7,819 shares; 2025Q1: 8,948 shares; 2025Q2: 8,044 shares; 2025Q3: 12,439 shares 12,439 $938K 0.01% +4,395 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,160 shares; 2024Q4: 8,154 shares; 2025Q1: 7,349 shares; 2025Q2: 8,186 shares; 2025Q3: 8,244 shares 8,244 $935K 0.01% +58 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,455 shares; 2025Q2: 39,315 shares; 2025Q3: 39,309 shares 39,309 $931K 0.01% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 5,808 shares; 2025Q1: 5,839 shares; 2025Q2: 4,959 shares; 2025Q3: 13,970 shares 13,970 $929K 0.01% +9,011 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 3,254 shares; 2025Q1: 5,052 shares; 2025Q2: 4,423 shares; 2025Q3: 4,431 shares 4,431 $923K 0.01% +8 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,012 shares; 2025Q1: 4,836 shares; 2025Q2: 4,627 shares; 2025Q3: 4,662 shares 4,662 $921K 0.01% +35 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,549 shares 9,549 $919K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,370 shares; 2024Q4: 26,443 shares; 2025Q1: 26,515 shares; 2025Q2: 20,953 shares; 2025Q3: 19,421 shares 19,421 $902K 0.01% -1,532 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,184 shares; 2025Q1: 9,184 shares; 2025Q2: 9,184 shares; 2025Q3: 9,102 shares 9,102 $898K 0.01% -82 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,276 shares; 2024Q4: 12,991 shares; 2025Q1: 13,724 shares; 2025Q2: 13,288 shares; 2025Q3: 13,446 shares 13,446 $891K 0.01% +158 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,009 shares; 2025Q1: 794 shares; 2025Q2: 888 shares; 2025Q3: 1,367 shares 1,367 $874K 0.01% +479 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,801 shares; 2025Q3: 9,546 shares 9,546 $873K 0.01% -4,255 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,610 shares; 2025Q1: 16,618 shares; 2025Q2: 19,065 shares; 2025Q3: 23,627 shares 23,627 $870K 0.01% +4,562 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,790 shares; 2025Q3: 37,790 shares 37,790 $862K 0.01% 0 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,712 shares; 2025Q1: 20,635 shares; 2025Q2: 23,469 shares; 2025Q3: 29,095 shares 29,095 $860K 0.01% +5,626 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,883 shares; 2025Q1: 10,309 shares; 2025Q2: 10,631 shares; 2025Q3: 12,114 shares 12,114 $859K 0.01% +1,483 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,794 shares; 2025Q1: 3,856 shares; 2025Q2: 3,583 shares; 2025Q3: 10,541 shares 10,541 $856K 0.01% +6,958 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,693 shares; 2025Q1: 13,020 shares; 2025Q2: 21,218 shares; 2025Q3: 33,121 shares 33,121 $853K 0.01% +11,903 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,534 shares; 2024Q4: 7,378 shares; 2025Q1: 6,418 shares; 2025Q2: 7,733 shares; 2025Q3: 7,962 shares 7,962 $852K 0.01% +229 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 3,193 shares; 2025Q1: 3,209 shares; 2025Q2: 3,160 shares; 2025Q3: 2,818 shares 2,818 $848K 0.01% -342 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 498 shares; 2025Q1: 482 shares; 2025Q2: 455 shares; 2025Q3: 660 shares 660 $836K 0.01% +205 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,113 shares; 2025Q1: 31,958 shares; 2025Q2: 37,350 shares; 2025Q3: 45,822 shares 45,822 $835K 0.01% +8,472 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,084 shares; 2024Q4: 14,084 shares; 2025Q1: 14,089 shares; 2025Q2: 14,084 shares; 2025Q3: 14,584 shares 14,584 $834K 0.01% +500 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,232 shares; 2025Q1: 17,977 shares; 2025Q2: 20,299 shares; 2025Q3: 24,365 shares 24,365 $829K 0.01% +4,066 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,156 shares; 2025Q2: 17,761 shares; 2025Q3: 20,326 shares 20,326 $827K 0.01% +2,565 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 9,571 shares; 2025Q1: 9,915 shares; 2025Q2: 9,774 shares; 2025Q3: 11,209 shares 11,209 $826K 0.01% +1,435 Timeline HQI HIREQUEST INC More: the full row for HIREQUEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,036 shares; 2024Q4: 95,036 shares; 2025Q1: 95,036 shares; 2025Q2: 95,036 shares; 2025Q3: 95,036 shares 95,036 $822K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,178 shares; 2025Q1: 5,678 shares; 2025Q2: 5,778 shares; 2025Q3: 8,100 shares 8,100 $821K 0.01% +2,322 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,109 shares 19,109 $812K 0.01% new Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,510 shares; 2024Q4: 31,210 shares; 2025Q1: 64,300 shares; 2025Q2: 81,910 shares; 2025Q3: 79,910 shares 79,910 $809K 0.01% -2,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 5,339 shares; 2025Q1: 5,606 shares; 2025Q2: 5,366 shares; 2025Q3: 5,380 shares 5,380 $807K 0.01% +14 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,644 shares; 2025Q1: 5,623 shares; 2025Q2: 10,859 shares; 2025Q3: 14,175 shares 14,175 $806K 0.01% +3,316 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,692 shares; 2024Q4: 15,692 shares; 2025Q1: 13,385 shares; 2025Q2: 13,385 shares; 2025Q3: 11,147 shares 11,147 $805K 0.01% -2,238 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 673 shares; 2025Q1: 683 shares; 2025Q2: 662 shares; 2025Q3: 651 shares 651 $803K 0.01% -11 MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,321 shares; 2025Q1: 9,917 shares; 2025Q2: 13,319 shares; 2025Q3: 7,971 shares 7,971 $800K 0.01% -5,348 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 9,165 shares; 2025Q1: 9,236 shares; 2025Q2: 8,463 shares; 2025Q3: 7,973 shares 7,973 $797K 0.01% -490 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,484 shares; 2024Q4: 26,484 shares; 2025Q1: 21,001 shares; 2025Q2: 17,139 shares; 2025Q3: 15,968 shares 15,968 $796K 0.01% -1,171 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,457 shares; 2024Q4: 6,741 shares; 2025Q1: 9,588 shares; 2025Q2: 10,811 shares; 2025Q3: 12,753 shares 12,753 $792K 0.01% +1,942 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,692 shares; 2025Q1: not reported; 2025Q2: 11,390 shares; 2025Q3: 24,326 shares 24,326 $792K 0.01% +12,936 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,558 shares; 2025Q1: 11,456 shares; 2025Q2: 13,234 shares; 2025Q3: 15,603 shares 15,603 $782K 0.01% +2,369 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,707 shares; 2025Q1: 15,315 shares; 2025Q2: 17,542 shares; 2025Q3: 21,779 shares 21,779 $781K 0.01% +4,237 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,789 shares; 2025Q1: 1,766 shares; 2025Q2: 1,913 shares; 2025Q3: 2,483 shares 2,483 $781K 0.01% +570 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares 5,828 $779K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,295 shares; 2024Q4: 14,404 shares; 2025Q1: 16,024 shares; 2025Q2: 13,860 shares; 2025Q3: 13,893 shares 13,893 $778K 0.01% +33 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,194 shares; 2025Q1: 6,125 shares; 2025Q2: 6,975 shares; 2025Q3: 8,492 shares 8,492 $774K 0.01% +1,517 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 5,074 shares; 2025Q1: 10,192 shares; 2025Q2: 10,987 shares; 2025Q3: 10,989 shares 10,989 $770K 0.01% +2 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,473 shares; 2024Q4: 16,067 shares; 2025Q1: 2,923 shares; 2025Q2: 3,599 shares; 2025Q3: 3,631 shares 3,631 $764K 0.01% +32 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 4,600 shares; 2025Q1: 5,635 shares; 2025Q2: 7,804 shares; 2025Q3: 14,166 shares 14,166 $764K 0.01% +6,362 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 12,046 shares; 2025Q1: not reported; 2025Q2: 16,194 shares; 2025Q3: 16,011 shares 16,011 $760K 0.01% -183 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,209 shares; 2024Q4: 2,099 shares; 2025Q1: 1,549 shares; 2025Q2: 7,616 shares; 2025Q3: 5,902 shares 5,902 $759K 0.01% -1,714 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,315 shares; 2025Q1: 7,542 shares; 2025Q2: 8,418 shares; 2025Q3: 10,302 shares 10,302 $756K 0.01% +1,884 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,319 shares; 2025Q1: 19,635 shares; 2025Q2: 28,655 shares; 2025Q3: 27,259 shares 27,259 $746K 0.01% -1,396 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 12,214 shares; 2025Q1: 11,519 shares; 2025Q2: 11,193 shares; 2025Q3: 11,193 shares 11,193 $745K 0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,641 shares 18,641 $741K 0.01% new Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,691 shares 53,691 $740K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,823 shares; 2025Q1: 3,090 shares; 2025Q2: 4,605 shares; 2025Q3: 3,946 shares 3,946 $739K 0.01% -659 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 5,953 shares; 2025Q1: 4,995 shares; 2025Q2: 4,821 shares; 2025Q3: 5,966 shares 5,966 $738K 0.01% +1,145 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,663 shares; 2024Q4: 9,818 shares; 2025Q1: 9,756 shares; 2025Q2: 15,500 shares; 2025Q3: 19,864 shares 19,864 $735K 0.01% +4,364 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,324 shares 24,324 $733K 0.01% new Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,862 shares; 2025Q1: 7,886 shares; 2025Q2: 8,005 shares; 2025Q3: 10,104 shares 10,104 $726K 0.01% +2,099 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 14,023 shares; 2025Q1: 11,235 shares; 2025Q2: 9,447 shares; 2025Q3: 9,645 shares 9,645 $723K 0.01% +198 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,549 shares; 2024Q4: 11,717 shares; 2025Q1: 12,581 shares; 2025Q2: 14,219 shares; 2025Q3: 18,592 shares 18,592 $720K 0.01% +4,373 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,595 shares; 2024Q4: 64,990 shares; 2025Q1: 63,773 shares; 2025Q2: 64,360 shares; 2025Q3: 77,238 shares 77,238 $719K 0.01% +12,878 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,448 shares; 2025Q1: 4,149 shares; 2025Q2: 4,595 shares; 2025Q3: 5,627 shares 5,627 $719K 0.01% +1,032 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,139 shares; 2024Q4: 28,975 shares; 2025Q1: 23,253 shares; 2025Q2: 21,283 shares; 2025Q3: 21,283 shares 21,283 $715K 0.01% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,654 shares; 2024Q4: 25,385 shares; 2025Q1: 27,698 shares; 2025Q2: 22,403 shares; 2025Q3: 25,009 shares 25,009 $713K 0.01% +2,606 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 8,104 shares; 2025Q1: 8,749 shares; 2025Q2: 9,176 shares; 2025Q3: 8,841 shares 8,841 $707K 0.01% -335 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 9,284 shares; 2025Q1: 7,860 shares; 2025Q2: 7,866 shares; 2025Q3: 9,465 shares 9,465 $704K 0.01% +1,599 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,321 shares; 2024Q4: 13,175 shares; 2025Q1: 13,520 shares; 2025Q2: 11,025 shares; 2025Q3: 15,467 shares 15,467 $698K 0.01% +4,442 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 1,477 shares; 2025Q1: 1,705 shares; 2025Q2: 1,857 shares; 2025Q3: 2,033 shares 2,033 $697K 0.01% +176 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,208 shares; 2024Q4: 18,689 shares; 2025Q1: 18,866 shares; 2025Q2: 19,307 shares; 2025Q3: 19,683 shares 19,683 $695K 0.01% +376 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 8,310 shares; 2025Q1: 8,180 shares; 2025Q2: 8,050 shares; 2025Q3: 8,050 shares 8,050 $695K 0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,644 shares; 2024Q4: 36,728 shares; 2025Q1: 36,425 shares; 2025Q2: 37,658 shares; 2025Q3: 37,561 shares 37,561 $686K 0.01% -97 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 5,466 shares; 2025Q1: 5,467 shares; 2025Q2: 6,304 shares; 2025Q3: 5,027 shares 5,027 $686K 0.01% -1,277 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,234 shares; 2025Q1: 1,182 shares; 2025Q2: 6,395 shares; 2025Q3: 2,322 shares 2,322 $686K 0.01% -4,073 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,453 shares; 2025Q2: 1,157 shares; 2025Q3: 1,885 shares 1,885 $685K 0.01% +728 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 7,413 shares; 2025Q1: 7,317 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares 7,265 $683K 0.01% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,002 shares; 2024Q4: 15,025 shares; 2025Q1: 14,202 shares; 2025Q2: 13,456 shares; 2025Q3: 13,466 shares 13,466 $682K 0.01% +10 Timeline FTXL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,413 shares; 2025Q2: 5,313 shares; 2025Q3: 5,313 shares 5,313 $673K 0.01% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 12,175 shares; 2025Q1: 12,175 shares; 2025Q2: 12,175 shares; 2025Q3: 12,175 shares 12,175 $671K 0.01% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,859 shares; 2024Q4: 12,753 shares; 2025Q1: 12,753 shares; 2025Q2: 12,753 shares; 2025Q3: 12,753 shares 12,753 $671K 0.01% 0 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 29,879 shares; 2025Q1: 15,517 shares; 2025Q2: 16,842 shares; 2025Q3: 20,972 shares 20,972 $667K 0.01% +4,130 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,454 shares 19,454 $667K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,709 shares; 2024Q4: 10,093 shares; 2025Q1: 12,159 shares; 2025Q2: 14,082 shares; 2025Q3: 37,181 shares 37,181 $664K 0.01% +23,099 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,385 shares; 2024Q4: 56,842 shares; 2025Q1: 54,842 shares; 2025Q2: 13,932 shares; 2025Q3: 20,715 shares 20,715 $662K 0.01% +6,783 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 685 shares; 2025Q1: 575 shares; 2025Q2: 631 shares; 2025Q3: 777 shares 777 $656K 0.01% +146 Timeline FTXO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,220 shares; 2025Q2: 18,772 shares; 2025Q3: 18,791 shares 18,791 $652K 0.01% +19 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,115 shares 5,115 $652K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 3,168 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 1,993 shares 1,993 $652K 0.01% -22 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,244 shares; 2025Q3: 18,062 shares 18,062 $651K 0.01% +11,818 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,652 shares; 2024Q4: 7,809 shares; 2025Q1: 1,231 shares; 2025Q2: 1,742 shares; 2025Q3: 1,998 shares 1,998 $647K 0.01% +256 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,498 shares; 2024Q4: 11,286 shares; 2025Q1: 10,984 shares; 2025Q2: not reported; 2025Q3: 39,828 shares 39,828 $646K 0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares 19,500 $645K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 8,898 shares; 2025Q1: 8,899 shares; 2025Q2: 11,442 shares; 2025Q3: 11,549 shares 11,549 $645K 0.01% +107 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,063 shares; 2025Q1: 1,350 shares; 2025Q2: 3,043 shares; 2025Q3: 3,907 shares 3,907 $640K 0.01% +864 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,296 shares; 2025Q1: 3,248 shares; 2025Q2: 2,190 shares; 2025Q3: 2,449 shares 2,449 $634K 0.01% +259 Timeline FOR FORESTAR GROUP INC More: the full row for FORESTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,670 shares; 2025Q1: 18,317 shares; 2025Q2: 20,400 shares; 2025Q3: 25,177 shares 25,177 $630K 0.01% +4,777 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,462 shares; 2025Q1: 13,462 shares; 2025Q2: 14,462 shares; 2025Q3: 14,462 shares 14,462 $628K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 2,266 shares; 2025Q3: 5,026 shares 5,026 $626K 0.01% +2,760 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 699 shares; 2025Q1: 713 shares; 2025Q2: 2,469 shares; 2025Q3: 1,357 shares 1,357 $625K 0.01% -1,112 Timeline FIXD 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,241 shares; 2024Q4: 50,318 shares; 2025Q1: 24,959 shares; 2025Q2: 14,029 shares; 2025Q3: 14,063 shares 14,063 $625K 0.01% +34 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 6,835 shares; 2025Q1: 6,852 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares 6,835 $623K 0.01% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 16,653 shares; 2025Q1: 15,350 shares; 2025Q2: 15,350 shares; 2025Q3: 15,350 shares 15,350 $619K 0.01% 0 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,345 shares; 2025Q1: 7,624 shares; 2025Q2: 15,380 shares; 2025Q3: 12,978 shares 12,978 $619K 0.01% -2,402 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,305 shares; 2024Q4: 14,349 shares; 2025Q1: 13,349 shares; 2025Q2: 13,349 shares; 2025Q3: 13,358 shares 13,358 $617K 0.01% +9 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,371 shares; 2025Q1: 6,382 shares; 2025Q2: 6,401 shares; 2025Q3: 6,411 shares 6,411 $617K 0.01% +10 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,152 shares; 2025Q2: 3,152 shares; 2025Q3: 3,016 shares 3,016 $616K 0.01% -136 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 520 shares; 2025Q1: 512 shares; 2025Q2: 477 shares; 2025Q3: 485 shares 485 $611K 0.01% +8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,283 shares; 2024Q4: 20,301 shares; 2025Q1: 11,936 shares; 2025Q2: 6,693 shares; 2025Q3: 6,696 shares 6,696 $610K 0.01% +3 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,752 shares; 2025Q1: 10,143 shares; 2025Q2: 11,081 shares; 2025Q3: 13,105 shares 13,105 $610K 0.01% +2,024 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,194 shares 22,194 $608K 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,923 shares 6,923 $606K 0.01% new Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,255 shares; 2024Q4: 12,588 shares; 2025Q1: 18,629 shares; 2025Q2: 21,812 shares; 2025Q3: 21,935 shares 21,935 $604K 0.01% +123 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,663 shares; 2025Q1: 1,683 shares; 2025Q2: 1,754 shares; 2025Q3: 1,877 shares 1,877 $603K 0.01% +123 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares 3,340 $602K 0.01% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,225 shares; 2024Q4: 21,168 shares; 2025Q1: 22,852 shares; 2025Q2: 22,245 shares; 2025Q3: 22,294 shares 22,294 $601K 0.01% +49 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,605 shares; 2024Q4: 135,858 shares; 2025Q1: 140,888 shares; 2025Q2: 139,558 shares; 2025Q3: 25,200 shares 25,200 $597K 0.01% -114,358 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,582 shares; 2025Q1: 15,705 shares; 2025Q2: 17,987 shares; 2025Q3: 21,647 shares 21,647 $594K 0.01% +3,660 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,726 shares; 2025Q1: 4,364 shares; 2025Q2: 5,006 shares; 2025Q3: 6,093 shares 6,093 $594K 0.01% +1,087 Timeline FTLS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,572 shares; 2024Q4: 8,979 shares; 2025Q1: 7,801 shares; 2025Q2: 8,302 shares; 2025Q3: 8,306 shares 8,306 $593K 0.01% +4 Timeline PROVIDENT BANCORP INC PROVIDENT BANCORP INC More: the full row for PROVIDENT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,314 shares; 2025Q1: 74,614 shares; 2025Q2: 49,398 shares; 2025Q3: 46,000 shares 46,000 $589K 0.01% -3,398 FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,339 shares; 2025Q1: 3,337 shares; 2025Q2: 3,612 shares; 2025Q3: 6,245 shares 6,245 $588K 0.01% +2,633 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,207 shares; 2025Q1: 3,534 shares; 2025Q2: 3,428 shares; 2025Q3: 3,361 shares 3,361 $588K 0.01% -67 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,183 shares 9,183 $588K 0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,454 shares; 2024Q4: 17,040 shares; 2025Q1: 19,546 shares; 2025Q2: not reported; 2025Q3: 37,087 shares 37,087 $587K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 4,148 shares; 2025Q1: 4,715 shares; 2025Q2: 5,120 shares; 2025Q3: 5,439 shares 5,439 $585K 0.01% +319 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,799 shares; 2025Q3: 20,114 shares 20,114 $582K 0.01% -685 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 5,780 shares; 2025Q1: 5,845 shares; 2025Q2: not reported; 2025Q3: 11,012 shares 11,012 $581K 0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,315 shares 26,315 $570K 0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,742 shares; 2024Q4: 9,012 shares; 2025Q1: 9,532 shares; 2025Q2: 8,958 shares; 2025Q3: 9,514 shares 9,514 $569K 0.01% +556 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,031 shares 3,031 $566K 0.01% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,677 shares; 2025Q1: 3,011 shares; 2025Q2: not reported; 2025Q3: 6,962 shares 6,962 $559K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,189 shares; 2025Q1: 13,630 shares; 2025Q2: 12,110 shares; 2025Q3: 12,110 shares 12,110 $557K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,840 shares; 2025Q1: 3,599 shares; 2025Q2: 3,779 shares; 2025Q3: 3,714 shares 3,714 $555K 0.01% -65 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 12,520 shares; 2025Q1: 14,907 shares; 2025Q2: 5,948 shares; 2025Q3: 7,215 shares 7,215 $553K 0.01% +1,267 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,583 shares; 2025Q3: 5,446 shares 5,446 $552K 0.01% +2,863 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 11,182 shares; 2025Q1: 11,052 shares; 2025Q2: 11,052 shares; 2025Q3: 11,052 shares 11,052 $549K 0.01% 0 Timeline FAAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,609 shares; 2024Q4: 18,948 shares; 2025Q1: 17,844 shares; 2025Q2: 18,246 shares; 2025Q3: 18,267 shares 18,267 $547K 0.01% +21 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,587 shares; 2024Q4: 78,259 shares; 2025Q1: 78,259 shares; 2025Q2: 26,762 shares; 2025Q3: 39,978 shares 39,978 $543K 0.01% +13,216 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,068 shares; 2025Q1: 9,502 shares; 2025Q2: 10,740 shares; 2025Q3: 13,272 shares 13,272 $540K 0.01% +2,532 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares; 2025Q3: 1,740 shares 1,740 $539K 0.01% +556 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,839 shares; 2025Q2: 11,849 shares; 2025Q3: 11,078 shares 11,078 $539K 0.01% -771 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,536 shares; 2025Q3: 2,186 shares 2,186 $536K 0.01% -2,350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,004 shares 4,004 $536K 0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares 3,750 $530K 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 2,476 shares; 2025Q1: 1,997 shares; 2025Q2: 1,867 shares; 2025Q3: 1,897 shares 1,897 $529K 0.01% +30 Timeline GNR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 9,069 shares; 2025Q1: 9,069 shares; 2025Q2: 9,069 shares; 2025Q3: 9,069 shares 9,069 $528K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,468 shares; 2024Q4: 13,468 shares; 2025Q1: 13,468 shares; 2025Q2: 13,468 shares; 2025Q3: 13,468 shares 13,468 $523K 0.01% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,243 shares; 2025Q1: 4,259 shares; 2025Q2: 4,182 shares; 2025Q3: 4,189 shares 4,189 $523K 0.01% +7 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,169 shares; 2025Q2: 4,101 shares; 2025Q3: 4,151 shares 4,151 $522K 0.01% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,000 shares; 2025Q1: 2,518 shares; 2025Q2: 2,558 shares; 2025Q3: 3,551 shares 3,551 $521K 0.01% +993 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 866 shares; 2025Q3: 1,146 shares 1,146 $520K 0.01% +280 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,324 shares; 2024Q4: 42,946 shares; 2025Q1: 28,324 shares; 2025Q2: 28,324 shares; 2025Q3: 28,324 shares 28,324 $519K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,998 shares; 2025Q1: 6,323 shares; 2025Q2: 5,137 shares; 2025Q3: 3,726 shares 3,726 $519K 0.01% -1,411 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 4,728 shares; 2025Q1: 3,805 shares; 2025Q2: 3,538 shares; 2025Q3: 4,653 shares 4,653 $518K 0.01% +1,115 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,603 shares; 2025Q3: 126,485 shares 126,485 $516K 0.01% +18,882 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 94 shares; 2025Q1: 97 shares; 2025Q2: 75 shares; 2025Q3: 105 shares 105 $516K 0.01% +30 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 16,518 shares; 2025Q1: 16,943 shares; 2025Q2: 10,344 shares; 2025Q3: 15,475 shares 15,475 $515K 0.01% +5,131 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 17,352 shares; 2025Q3: 13,452 shares 13,452 $515K 0.01% -3,900 Timeline FPXI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,668 shares; 2024Q4: 12,266 shares; 2025Q1: 11,267 shares; 2025Q2: 8,685 shares; 2025Q3: 8,585 shares 8,585 $513K 0.01% -100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,002 shares 21,002 $512K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,756 shares; 2025Q2: 29,482 shares; 2025Q3: 29,482 shares 29,482 $507K 0.01% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares 6,150 $506K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,747 shares; 2024Q4: 61,329 shares; 2025Q1: 24,401 shares; 2025Q2: 15,092 shares; 2025Q3: 11,687 shares 11,687 $504K 0.01% -3,405 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 8,935 shares; 2025Q1: 8,908 shares; 2025Q2: 7,730 shares; 2025Q3: 7,608 shares 7,608 $496K 0.01% -122 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,238 shares 23,238 $487K 0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 15,594 shares; 2025Q1: 13,982 shares; 2025Q2: 16,224 shares; 2025Q3: 15,589 shares 15,589 $484K 0.01% -635 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,786 shares; 2024Q4: 17,612 shares; 2025Q1: 17,603 shares; 2025Q2: 22,788 shares; 2025Q3: 26,567 shares 26,567 $482K 0.01% +3,779 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,648 shares; 2024Q4: 16,940 shares; 2025Q1: 25,648 shares; 2025Q2: 24,897 shares; 2025Q3: 27,931 shares 27,931 $482K 0.01% +3,034 Timeline ALTI ALTI GLOBAL INC More: the full row for ALTI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,700 shares; 2025Q1: 115,175 shares; 2025Q2: 119,890 shares; 2025Q3: 119,890 shares 119,890 $480K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 5,609 shares; 2025Q3: 6,332 shares 6,332 $479K 0.01% +723 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,203 shares; 2024Q4: 2,732 shares; 2025Q1: 2,837 shares; 2025Q2: 2,609 shares; 2025Q3: 3,733 shares 3,733 $478K 0.01% +1,124 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,454 shares; 2025Q1: 5,300 shares; 2025Q2: 4,666 shares; 2025Q3: 6,202 shares 6,202 $473K 0.01% +1,536 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,133 shares; 2024Q4: 21,475 shares; 2025Q1: 18,604 shares; 2025Q2: 17,710 shares; 2025Q3: 14,771 shares 14,771 $472K 0.01% -2,939 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,425 shares; 2025Q1: 2,022 shares; 2025Q2: 12,513 shares; 2025Q3: 4,497 shares 4,497 $470K 0.01% -8,016 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 2,257 shares; 2025Q1: 2,786 shares; 2025Q2: 2,752 shares; 2025Q3: 2,677 shares 2,677 $467K 0.01% -75 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 5,066 shares; 2025Q1: 4,599 shares; 2025Q2: 4,190 shares; 2025Q3: 4,066 shares 4,066 $467K 0.01% -124 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 3,529 shares; 2025Q1: 2,621 shares; 2025Q2: 2,685 shares; 2025Q3: 2,578 shares 2,578 $463K 0.01% -107 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares 2,313 $462K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,972 shares; 2025Q1: 4,347 shares; 2025Q2: 4,248 shares; 2025Q3: 5,278 shares 5,278 $462K 0.01% +1,030 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,467 shares; 2025Q1: 5,425 shares; 2025Q2: 6,569 shares; 2025Q3: 7,250 shares 7,250 $462K 0.01% +681 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 27,100 shares; 2025Q1: 27,100 shares; 2025Q2: 27,100 shares; 2025Q3: 38,600 shares 38,600 $461K 0.01% +11,500 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,090 shares; 2025Q1: 3,384 shares; 2025Q2: 3,589 shares; 2025Q3: 3,585 shares 3,585 $461K 0.01% -4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,613 shares; 2025Q2: 1,513 shares; 2025Q3: 1,808 shares 1,808 $461K 0.01% +295 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: 8,059 shares; 2025Q1: 8,453 shares; 2025Q2: 8,801 shares; 2025Q3: 8,845 shares 8,845 $460K 0.01% +44 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares 9,600 $460K 0.01% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 15,892 shares; 2025Q1: 16,614 shares; 2025Q2: 12,796 shares; 2025Q3: 15,217 shares 15,217 $460K 0.01% +2,421 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,896 shares 3,896 $459K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,060 shares; 2025Q1: 3,625 shares; 2025Q2: 3,028 shares; 2025Q3: 3,831 shares 3,831 $459K 0.01% +803 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,341 shares 18,341 $458K 0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,424 shares; 2025Q1: 1,368 shares; 2025Q2: 2,078 shares; 2025Q3: 2,756 shares 2,756 $457K 0.01% +678 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,539 shares 4,539 $457K 0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,415 shares 25,415 $456K 0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,451 shares; 2025Q1: 1,480 shares; 2025Q2: 1,708 shares; 2025Q3: 1,384 shares 1,384 $456K 0.01% -324 Timeline FAUG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,531 shares; 2024Q4: 13,382 shares; 2025Q1: 8,874 shares; 2025Q2: 8,710 shares; 2025Q3: 8,710 shares 8,710 $455K 0.01% 0 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,728 shares; 2024Q4: 16,801 shares; 2025Q1: 16,032 shares; 2025Q2: 14,995 shares; 2025Q3: 14,654 shares 14,654 $454K 0.01% -341 Timeline PYXS PYXIS ONCOLOGY INC More: the full row for PYXIS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,006 shares; 2024Q4: 116,009 shares; 2025Q1: 116,006 shares; 2025Q2: 116,006 shares; 2025Q3: 116,006 shares 116,006 $454K 0.01% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares 5,500 $452K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,797 shares 3,797 $449K 0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,755 shares; 2024Q4: 87,105 shares; 2025Q1: 162,145 shares; 2025Q2: 169,741 shares; 2025Q3: 27,322 shares 27,322 $449K 0.01% -142,419 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 2,076 shares; 2025Q1: 2,092 shares; 2025Q2: 1,888 shares; 2025Q3: 2,282 shares 2,282 $447K 0.01% +394 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,143 shares; 2024Q4: 109,967 shares; 2025Q1: 7,719 shares; 2025Q2: 2,665 shares; 2025Q3: 2,155 shares 2,155 $447K 0.01% -510 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 6,528 shares; 2025Q1: 6,857 shares; 2025Q2: 6,857 shares; 2025Q3: 6,072 shares 6,072 $446K 0.01% -785 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,827 shares; 2025Q1: 2,172 shares; 2025Q2: 2,153 shares; 2025Q3: 2,264 shares 2,264 $446K 0.01% +111 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,691 shares; 2025Q2: 115,691 shares; 2025Q3: 116,934 shares 116,934 $443K 0.01% +1,243 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,696 shares; 2025Q1: 8,820 shares; 2025Q2: 7,763 shares; 2025Q3: 7,582 shares 7,582 $440K 0.01% -181 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,458 shares; 2025Q1: 4,599 shares; 2025Q2: 4,387 shares; 2025Q3: 4,315 shares 4,315 $439K 0.01% -72 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,243 shares; 2024Q4: 45,377 shares; 2025Q1: 10,324 shares; 2025Q2: 10,039 shares; 2025Q3: 11,609 shares 11,609 $438K 0.01% +1,570 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 9,269 shares; 2025Q1: 8,174 shares; 2025Q2: 7,510 shares; 2025Q3: 3,267 shares 3,267 $435K 0.01% -4,243 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 2,221 shares; 2025Q1: 2,731 shares; 2025Q2: 2,195 shares; 2025Q3: 3,078 shares 3,078 $433K 0.01% +883 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,810 shares 15,810 $428K 0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 3,820 shares; 2025Q1: 4,063 shares; 2025Q2: 4,065 shares; 2025Q3: 4,935 shares 4,935 $417K 0.01% +870 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,481 shares; 2025Q3: 14,136 shares 14,136 $416K 0.01% -345 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,568 shares 15,568 $413K 0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 2,635 shares; 2025Q1: 2,869 shares; 2025Q2: 2,990 shares; 2025Q3: 2,980 shares 2,980 $413K 0.01% -10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,414 shares; 2025Q1: 5,854 shares; 2025Q2: 7,420 shares; 2025Q3: 7,297 shares 7,297 $412K 0.01% -123 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,005 shares; 2025Q1: 3,985 shares; 2025Q2: 4,559 shares; 2025Q3: 4,667 shares 4,667 $412K 0.01% +108 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,648 shares 3,648 $407K 0.01% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares 1,413 $406K 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 5,511 shares; 2025Q1: 5,611 shares; 2025Q2: 6,295 shares; 2025Q3: 6,391 shares 6,391 $405K 0.01% +96 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,209 shares 4,209 $405K 0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 4,525 shares; 2025Q1: 4,150 shares; 2025Q2: 4,217 shares; 2025Q3: 5,200 shares 5,200 $404K 0.01% +983 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,381 shares; 2025Q1: 3,988 shares; 2025Q2: not reported; 2025Q3: 5,937 shares 5,937 $404K 0.01% new Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,631 shares 9,631 $403K 0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 14,864 shares; 2025Q1: 15,614 shares; 2025Q2: 16,914 shares; 2025Q3: 16,914 shares 16,914 $402K 0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,593 shares; 2024Q4: 25,036 shares; 2025Q1: 20,217 shares; 2025Q2: 17,591 shares; 2025Q3: 18,058 shares 18,058 $398K 0.01% +467 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 7,650 shares; 2025Q1: 7,069 shares; 2025Q2: 7,951 shares; 2025Q3: 6,844 shares 6,844 $396K 0.01% -1,107 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,885 shares; 2025Q1: 2,114 shares; 2025Q2: 2,213 shares; 2025Q3: 2,155 shares 2,155 $396K 0.01% -58 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 3,465 shares; 2025Q3: 3,388 shares 3,388 $391K 0.01% -77 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 4,139 shares; 2025Q1: 3,735 shares; 2025Q2: 4,189 shares; 2025Q3: 3,528 shares 3,528 $390K 0.01% -661 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,993 shares; 2024Q4: 104,993 shares; 2025Q1: 98,649 shares; 2025Q2: 53,469 shares; 2025Q3: 16,816 shares 16,816 $386K 0.01% -36,653 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,834 shares; 2025Q1: 1,416 shares; 2025Q2: 1,264 shares; 2025Q3: 1,265 shares 1,265 $384K 0.01% +1 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 6,921 shares; 2025Q1: 6,922 shares; 2025Q2: 6,848 shares; 2025Q3: 6,849 shares 6,849 $383K 0.01% +1 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,405 shares; 2025Q3: 1,503 shares 1,503 $383K 0.01% +98 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: 3,316 shares; 2025Q3: 3,504 shares 3,504 $383K 0.01% +188 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 1,615 shares; 2025Q1: 1,901 shares; 2025Q2: 2,020 shares; 2025Q3: 2,162 shares 2,162 $381K 0.01% +142 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,646 shares; 2024Q4: 26,224 shares; 2025Q1: 30,606 shares; 2025Q2: 29,998 shares; 2025Q3: 7,963 shares 7,963 $380K 0.01% -22,035 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $377K 0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,237 shares; 2025Q1: 1,182 shares; 2025Q2: 1,420 shares; 2025Q3: 1,430 shares 1,430 $375K 0.01% +10 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 10,002 shares; 2025Q1: 7,863 shares; 2025Q2: 7,032 shares; 2025Q3: 4,385 shares 4,385 $375K 0.01% -2,647 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 12,189 shares; 2025Q1: 6,994 shares; 2025Q2: 8,521 shares; 2025Q3: 8,511 shares 8,511 $373K 0.01% -10 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,275 shares; 2025Q3: 1,852 shares 1,852 $372K 0.01% +577 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171 shares; 2025Q3: 186 shares 186 $371K 0.01% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,014 shares; 2025Q1: 1,080 shares; 2025Q2: 1,338 shares; 2025Q3: 1,299 shares 1,299 $370K 0.01% -39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 2,311 shares 2,311 $369K 0.01% +29 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,080 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares 4,080 $364K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 764 shares 764 $358K 0.01% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,370 shares; 2025Q2: 12,028 shares; 2025Q3: 9,707 shares 9,707 $357K 0.01% -2,321 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,874 shares; 2025Q3: 7,095 shares 7,095 $355K 0.01% +221 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,633 shares; 2025Q1: 8,616 shares; 2025Q2: 9,216 shares; 2025Q3: 8,616 shares 8,616 $355K 0.01% -600 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,635 shares 14,635 $355K 0.01% new Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,686 shares; 2025Q1: 7,253 shares; 2025Q2: 8,209 shares; 2025Q3: 9,905 shares 9,905 $354K 0.01% +1,696 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,688 shares; 2025Q1: 1,762 shares; 2025Q2: 2,281 shares; 2025Q3: 2,033 shares 2,033 $351K 0.01% -248 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,661 shares 6,661 $350K 0.01% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,232 shares; 2025Q3: 13,232 shares 13,232 $349K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,517 shares; 2025Q2: 6,737 shares; 2025Q3: 6,737 shares 6,737 $347K <0.01% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,733 shares; 2024Q4: 48,070 shares; 2025Q1: 57,353 shares; 2025Q2: not reported; 2025Q3: 11,860 shares 11,860 $346K <0.01% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,821 shares; 2025Q3: 10,608 shares 10,608 $346K <0.01% +2,787 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,813 shares; 2024Q4: 14,813 shares; 2025Q1: 14,813 shares; 2025Q2: 14,813 shares; 2025Q3: 14,813 shares 14,813 $345K <0.01% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,205 shares; 2025Q2: 7,991 shares; 2025Q3: 7,991 shares 7,991 $343K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 2,898 shares; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,545 shares 2,545 $343K <0.01% +511 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,893 shares; 2024Q4: 11,973 shares; 2025Q1: 35,422 shares; 2025Q2: 33,995 shares; 2025Q3: 34,509 shares 34,509 $342K <0.01% +514 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,316 shares; 2025Q1: 733 shares; 2025Q2: 688 shares; 2025Q3: 763 shares 763 $340K <0.01% +75 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,908 shares; 2025Q1: 4,745 shares; 2025Q2: 4,310 shares; 2025Q3: 4,885 shares 4,885 $339K <0.01% +575 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,129 shares; 2024Q4: 40,765 shares; 2025Q1: 669 shares; 2025Q2: not reported; 2025Q3: 521 shares 521 $336K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,093 shares 11,093 $334K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,741 shares; 2025Q1: 1,535 shares; 2025Q2: 1,134 shares; 2025Q3: 1,174 shares 1,174 $333K <0.01% +40 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,243 shares; 2025Q3: 2,509 shares 2,509 $332K <0.01% +266 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,360 shares; 2025Q1: 7,244 shares; 2025Q2: 7,312 shares; 2025Q3: 7,723 shares 7,723 $331K <0.01% +411 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,451 shares; 2025Q3: 2,671 shares 2,671 $330K <0.01% +220 Timeline PPA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,553 shares; 2025Q3: 2,126 shares 2,126 $327K <0.01% +573 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 2,029 shares; 2025Q1: 2,029 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares 2,029 $327K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 553 shares 553 $325K <0.01% +87 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,809 shares; 2025Q1: 4,509 shares; 2025Q2: 2,850 shares; 2025Q3: 4,303 shares 4,303 $325K <0.01% +1,453 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,618 shares; 2025Q3: 11,618 shares 11,618 $324K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,466 shares; 2025Q2: 2,621 shares; 2025Q3: 2,621 shares 2,621 $324K <0.01% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 8,050 shares; 2025Q3: 8,050 shares 8,050 $320K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 2,339 shares; 2025Q1: 1,991 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares 1,778 $319K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 3,795 shares 3,795 $317K <0.01% +535 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 5,537 shares; 2025Q1: 4,707 shares; 2025Q2: 4,621 shares; 2025Q3: 4,343 shares 4,343 $315K <0.01% -278 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,876 shares 7,876 $314K <0.01% new Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares 27,000 $313K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: not reported; 2025Q2: 1,618 shares; 2025Q3: 2,103 shares 2,103 $312K <0.01% +485 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,628 shares; 2025Q3: 15,814 shares 15,814 $312K <0.01% -15,814 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 12,758 shares; 2025Q1: 10,756 shares; 2025Q2: 7,374 shares; 2025Q3: 6,880 shares 6,880 $310K <0.01% -494 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,826 shares; 2025Q1: 2,826 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares 2,826 $310K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: not reported; 2025Q1: 1,791 shares; 2025Q2: not reported; 2025Q3: 2,108 shares 2,108 $308K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 7,009 shares; 2025Q1: 7,009 shares; 2025Q2: 7,009 shares; 2025Q3: 7,009 shares 7,009 $306K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 3,029 shares; 2025Q1: 4,507 shares; 2025Q2: 3,590 shares; 2025Q3: 4,040 shares 4,040 $305K <0.01% +450 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,172 shares 12,172 $305K <0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares 723 $301K <0.01% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,675 shares; 2024Q4: 41,425 shares; 2025Q1: 40,225 shares; 2025Q2: 25,100 shares; 2025Q3: 26,100 shares 26,100 $300K <0.01% +1,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,891 shares 3,891 $299K <0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,336 shares; 2025Q1: 1,300 shares; 2025Q2: 1,414 shares; 2025Q3: 1,954 shares 1,954 $299K <0.01% +540 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,880 shares; 2025Q2: 7,680 shares; 2025Q3: 7,680 shares 7,680 $297K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,868 shares; 2025Q1: 2,633 shares; 2025Q2: 1,805 shares; 2025Q3: 1,838 shares 1,838 $297K <0.01% +33 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,797 shares; 2025Q3: 4,797 shares 4,797 $294K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,933 shares; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares 3,059 $293K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 8,023 shares; 2025Q1: 7,065 shares; 2025Q2: 6,022 shares; 2025Q3: 5,972 shares 5,972 $292K <0.01% -50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,318 shares; 2025Q1: 1,197 shares; 2025Q2: 1,165 shares; 2025Q3: 1,156 shares 1,156 $291K <0.01% -9 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $290K <0.01% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares 1,024 $290K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 3,035 shares; 2025Q1: 2,941 shares; 2025Q2: 2,206 shares; 2025Q3: 4,488 shares 4,488 $287K <0.01% +2,282 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,290 shares; 2025Q3: 3,482 shares 3,482 $284K <0.01% +192 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,526 shares 2,526 $284K <0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,323 shares; 2024Q4: 6,830 shares; 2025Q1: 11,093 shares; 2025Q2: 11,723 shares; 2025Q3: 10,146 shares 10,146 $283K <0.01% -1,577 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: 2,110 shares; 2025Q3: 2,383 shares 2,383 $282K <0.01% +273 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares 10,600 $282K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 3,821 shares; 2025Q1: 4,161 shares; 2025Q2: 4,431 shares; 2025Q3: 3,515 shares 3,515 $281K <0.01% -916 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: not reported; 2025Q1: 3,401 shares; 2025Q2: 3,641 shares; 2025Q3: 3,779 shares 3,779 $281K <0.01% +138 Timeline DJUN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 5,989 shares; 2025Q1: 5,989 shares; 2025Q2: 5,989 shares; 2025Q3: 5,989 shares 5,989 $280K <0.01% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: 3,410 shares; 2025Q1: 3,261 shares; 2025Q2: 3,476 shares; 2025Q3: 3,805 shares 3,805 $276K <0.01% +329 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 15,325 shares; 2025Q1: 15,225 shares; 2025Q2: 15,226 shares; 2025Q3: 15,226 shares 15,226 $276K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,293 shares; 2025Q1: 1,734 shares; 2025Q2: 1,733 shares; 2025Q3: 1,726 shares 1,726 $275K <0.01% -7 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 5,042 shares; 2025Q1: 5,057 shares; 2025Q2: 5,147 shares; 2025Q3: 5,099 shares 5,099 $275K <0.01% -48 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,402 shares; 2025Q1: 10,985 shares; 2025Q2: 13,028 shares; 2025Q3: 10,529 shares 10,529 $275K <0.01% -2,499 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,544 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares 3,500 $273K <0.01% new Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,375 shares 4,375 $273K <0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 3,763 shares; 2025Q1: 3,613 shares; 2025Q2: 3,551 shares; 2025Q3: 3,551 shares 3,551 $273K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,577 shares; 2025Q3: 3,665 shares 3,665 $273K <0.01% +88 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares 4,449 $270K <0.01% new Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares 12,500 $270K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 859 shares; 2025Q1: 860 shares; 2025Q2: 837 shares; 2025Q3: 847 shares 847 $270K <0.01% +10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 874 shares 874 $268K <0.01% +97 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,301 shares; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares; 2025Q3: 2,301 shares 2,301 $268K <0.01% 0 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,081 shares; 2025Q2: 14,241 shares; 2025Q3: 15,062 shares 15,062 $265K <0.01% +821 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,205 shares 5,205 $265K <0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,794 shares; 2025Q2: 3,765 shares; 2025Q3: 4,359 shares 4,359 $264K <0.01% +594 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,851 shares 6,851 $263K <0.01% new Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,904 shares; 2025Q2: 6,781 shares; 2025Q3: 7,564 shares 7,564 $262K <0.01% +783 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,275 shares; 2025Q1: not reported; 2025Q2: 4,043 shares; 2025Q3: 4,165 shares 4,165 $260K <0.01% +122 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,146 shares 21,146 $260K <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: not reported; 2025Q1: 1,053 shares; 2025Q2: 1,093 shares; 2025Q3: 1,044 shares 1,044 $259K <0.01% -49 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: not reported; 2025Q1: 4,409 shares; 2025Q2: 6,017 shares; 2025Q3: 5,481 shares 5,481 $255K <0.01% -536 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 6,639 shares; 2025Q1: 7,466 shares; 2025Q2: 6,616 shares; 2025Q3: 6,549 shares 6,549 $254K <0.01% -67 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,754 shares; 2025Q1: 2,693 shares; 2025Q2: 2,696 shares; 2025Q3: 2,696 shares 2,696 $253K <0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares 303 $252K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,618 shares; 2025Q1: 4,639 shares; 2025Q2: 4,618 shares; 2025Q3: 4,081 shares 4,081 $252K <0.01% -537 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,074 shares; 2024Q4: 12,074 shares; 2025Q1: 12,074 shares; 2025Q2: 12,074 shares; 2025Q3: 12,074 shares 12,074 $251K <0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,929 shares 10,929 $251K <0.01% new Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,540 shares 2,540 $251K <0.01% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,833 shares 5,833 $250K <0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,593 shares; 2024Q4: 23,700 shares; 2025Q1: 29,317 shares; 2025Q2: 27,582 shares; 2025Q3: 6,847 shares 6,847 $250K <0.01% -20,735 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 1,934 shares 1,934 $250K <0.01% -2,227 Timeline SHYM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,180 shares 11,180 $249K <0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 552 shares 552 $246K <0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,422 shares; 2025Q1: 3,075 shares; 2025Q2: 3,032 shares; 2025Q3: 2,941 shares 2,941 $246K <0.01% -91 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,375 shares; 2025Q3: 15,164 shares 15,164 $245K <0.01% +2,789 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,682 shares 1,682 $244K <0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares 896 $244K <0.01% new Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,589 shares; 2025Q1: 4,589 shares; 2025Q2: 4,589 shares; 2025Q3: 4,589 shares 4,589 $244K <0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares 1,420 $243K <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,174 shares 1,174 $243K <0.01% new Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,293 shares 6,293 $239K <0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,005 shares; 2025Q3: 2,972 shares 2,972 $238K <0.01% -33 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 4,463 shares; 2025Q1: 2,386 shares; 2025Q2: 2,105 shares; 2025Q3: 1,777 shares 1,777 $238K <0.01% -328 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares 1,715 $237K <0.01% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,133 shares; 2025Q1: not reported; 2025Q2: 1,183 shares; 2025Q3: 1,182 shares 1,182 $236K <0.01% -1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,429 shares; 2025Q2: 14,453 shares; 2025Q3: 14,454 shares 14,454 $236K <0.01% +1 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 10,776 shares; 2025Q1: 8,452 shares; 2025Q2: 5,387 shares; 2025Q3: 5,633 shares 5,633 $236K <0.01% +246 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares 4,700 $236K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,943 shares; 2024Q4: not reported; 2025Q1: 8,255 shares; 2025Q2: 11,496 shares; 2025Q3: 10,294 shares 10,294 $234K <0.01% -1,202 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares 1,191 $234K <0.01% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,258 shares; 2025Q3: 5,330 shares 5,330 $233K <0.01% +1,072 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,133 shares; 2024Q4: 28,141 shares; 2025Q1: 30,878 shares; 2025Q2: 32,118 shares; 2025Q3: 8,673 shares 8,673 $232K <0.01% -23,445 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,535 shares; 2024Q4: 9,498 shares; 2025Q1: 9,154 shares; 2025Q2: 9,260 shares; 2025Q3: 9,261 shares 9,261 $232K <0.01% +1 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,070 shares; 2025Q1: 7,935 shares; 2025Q2: 11,361 shares; 2025Q3: 6,164 shares 6,164 $231K <0.01% -5,197 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 5,110 shares; 2025Q1: 9,577 shares; 2025Q2: 15,457 shares; 2025Q3: 3,853 shares 3,853 $228K <0.01% -11,604 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,019 shares 2,019 $228K <0.01% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,180 shares; 2025Q3: 8,502 shares 8,502 $227K <0.01% -8,678 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,054 shares; 2024Q4: 19,043 shares; 2025Q1: 22,414 shares; 2025Q2: not reported; 2025Q3: 18,659 shares 18,659 $227K <0.01% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,918 shares 3,918 $226K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares 228 $226K <0.01% new Timeline PZA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,279 shares; 2024Q4: 14,279 shares; 2025Q1: 10,069 shares; 2025Q2: 10,069 shares; 2025Q3: 9,639 shares 9,639 $224K <0.01% -430 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117 shares 117 $222K <0.01% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,037 shares 2,037 $221K <0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,130 shares 7,130 $221K <0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 947 shares 947 $220K <0.01% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,928 shares; 2025Q1: 4,928 shares; 2025Q2: 4,928 shares; 2025Q3: 4,928 shares 4,928 $220K <0.01% 0 Timeline STHO STAR HLDGS More: the full row for STAR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,929 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,733 shares 29,733 $219K <0.01% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 939 shares; 2025Q1: 786 shares; 2025Q2: 896 shares; 2025Q3: 841 shares 841 $219K <0.01% -55 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 1,638 shares; 2025Q1: 1,430 shares; 2025Q2: 1,406 shares; 2025Q3: 134 shares 134 $218K <0.01% -1,272 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 991 shares 991 $216K <0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7,085 shares; 2025Q1: 8,193 shares; 2025Q2: 8,045 shares; 2025Q3: 8,937 shares 8,937 $216K <0.01% +892 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,960 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,264 shares 14,264 $215K <0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,373 shares 1,373 $214K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,507 shares 2,507 $213K <0.01% new Timeline QQQM 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 828 shares 828 $213K <0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,936 shares 4,936 $212K <0.01% new Timeline VSTM VERASTEM INC More: the full row for VERASTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,885 shares; 2024Q4: 25,912 shares; 2025Q1: 25,885 shares; 2025Q2: 25,885 shares; 2025Q3: 25,885 shares 25,885 $211K <0.01% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,212 shares; 2025Q1: 6,212 shares; 2025Q2: 6,212 shares; 2025Q3: 5,589 shares 5,589 $210K <0.01% -623 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,454 shares 6,454 $210K <0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,540 shares 4,540 $209K <0.01% new Timeline TAN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,068 shares 4,068 $209K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 831 shares 831 $208K <0.01% new Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,808 shares; 2025Q1: 4,899 shares; 2025Q2: 4,407 shares; 2025Q3: 3,408 shares 3,408 $207K <0.01% -999 Timeline FUMB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 11,146 shares; 2025Q1: 11,146 shares; 2025Q2: 10,301 shares; 2025Q3: 10,301 shares 10,301 $207K <0.01% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,087 shares; 2025Q3: 1,417 shares 1,417 $207K <0.01% -3,670 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,634 shares 2,634 $207K <0.01% new Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares 5,016 $206K <0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares 2,163 $205K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,910 shares; 2024Q4: 4,664 shares; 2025Q1: 2,859 shares; 2025Q2: not reported; 2025Q3: 2,603 shares 2,603 $205K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,461 shares 6,461 $204K <0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,497 shares 12,497 $204K <0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares 17,000 $203K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,985 shares; 2024Q4: 10,560 shares; 2025Q1: 10,248 shares; 2025Q2: 11,771 shares; 2025Q3: 8,808 shares 8,808 $203K <0.01% -2,963 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,839 shares; 2024Q4: 13,390 shares; 2025Q1: 13,390 shares; 2025Q2: 13,390 shares; 2025Q3: 13,390 shares 13,390 $202K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,690 shares 1,690 $202K <0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares 4,000 $202K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 5,777 shares; 2025Q1: 6,076 shares; 2025Q2: 4,432 shares; 2025Q3: 4,020 shares 4,020 $201K <0.01% -412 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 2,724 shares; 2025Q1: 2,086 shares; 2025Q2: not reported; 2025Q3: 1,334 shares 1,334 $201K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,433 shares; 2025Q3: 2,524 shares 2,524 $200K <0.01% +91 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,647 shares 12,647 $198K <0.01% new Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,155 shares; 2025Q1: 10,097 shares; 2025Q2: 10,000 shares; 2025Q3: 10,028 shares 10,028 $171K <0.01% +28 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $171K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,650 shares; 2024Q4: 22,677 shares; 2025Q1: 13,898 shares; 2025Q2: 13,532 shares; 2025Q3: 12,609 shares 12,609 $165K <0.01% -923 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,002 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $163K <0.01% 0 Timeline